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1 • December 2012, LED Lighting
most <12 W • Compact space requirements Bulbs drive new architectures • Market is in constant change – LED performance improving – Capacity expansion is drive down cost (LED backlighting) • 5-200W+ LED Ballasts • Similar to current power supply architectures with some optimization • All our key power supply customers are engaged in this market • Delta. etc • OEMs to Philips. Emerson. Toshiba. GE 2 • December 2012.LED General Lighting Segments Integral LED • 3-20 W. LED Lighting Confidential Proprietary . Meanwell.
LED Lighting Confidential Proprietary .How Big is The Lighting Market (2011) Source: IMS February 2012 3 • December 2012.
LED Bulb Penetration Bull Case Inflection Point Bear Case Source: Canaccord Genuity 2012 Source: IMS Feb 2012 15% Bulb penetration in 2016 represents >12B Sockets shipped in next 4 years 14 • December 2012. LED Lighting Confidential Proprietary .
Market Realities • LED adoption driven by operating cost and initial cost – – – – Price of energy and hours of use determine payback Incremental cost between other energy saving lighting Buyer education and awareness <$10 is viewed a key tipping point in Europe and North America • First beneficiaries of incandescent phase outs are halogen and CFL technologies due to next lowest cost technology • Each market is different – – – – Japan has been 1st mover due to high energy cost & power constraints US and Europe slowly adopting (slow building. LED Lighting . Euro crisis) China just put in place direct manufacturer subsidies and picked winners Korea is aggressively driving to encourage local suppliers (Samsung/LG) Confidential Proprietary 16 • December 2012.
LED Lighting Confidential Proprietary .Lighting Growth • Rising energy cost is fueling the need for efficient lighting • Change in lighting infrastructure – Replacement – Refurbish – New construction • Key is emerging economies – Population growth – Wealth effect – Urbanization • China is the world’s lighting factory 17 • December 2012.
which requires specific harmonic requirements.Regional Technical Requirements • US Energystar bulbs > 5W must have a PF of >0.6). LED Lighting Confidential Proprietary . same in European Union • >80% of LED bulbs sold in Japan are non-dimmable 18 • December 2012. • Most utilities are doing limited rebates for LED bulbs and still promoting CFL for residential lighting • No dimming requirement in Energystar today • Japan falls version of EN61000-3-2. easiest way to meet it is a smaller than normal bulk cap (PF ~ 0.7 • Energystar is voluntary but utilities typically use it select what qualifies for a rebate for commercial lighting incentives.
higher energy costs. “greener” than other parts of US • Usage varies significantly globally as well • Vast majority >85% of the bulbs in the home are not on dimmers Confidential Proprietary Source: CFL Market Profile. LED Lighting . September 2010. Energystar 19 • December 2012.US Home Lighting Survey • Estimate of installed base of TRIAC dimmers in US (150-200 Mu) – 1.5-2 per household – May control up to 8 lamps • This is based on California households so there will be regional differences.
LED Lighting Confidential Proprietary .US Department of Energy Testing Program Results 20 • December 2012.
LED Lighting Confidential Proprietary .Market Segments for NCL30080-3 Decorative and Globe General Service A19/A21 E26/7 Base Directional/Spot Lamps GU10/PAR/ BAR Many require Triac dimming Small Constant Current Drivers Typically < 15 W Fluorescent Tube replacement is not a likely target. mostly HiPF/Low THD 21 • December 2012.
Bulb Price/Positioning Consumer Dimmable LED 2 /$25 Relative Cost Halogen CFL Dimmable Non-dimmable/ Step dimmable 2 / $20 CFL Incandescent Energy Saving/Longer Life (Not to scale) 22 • December 2012. LED Lighting Confidential Proprietary .
LED Lighting Confidential Proprietary .PSR Competition Map Charger Controller IC Charger Switchers Monolithic or Copack Limitations •Accuracy •VF Range •Efficiency •Size Other LED Drivers Typically “Constant” Power Ex: LM3444 Buck Driver that NS did some isolated Primary side Designs LV5026 For example is also in this category Renesas R2A20134 BJT/MOSFET BJT/MOSFET Optimized LED Driver Controllers Optimized LED Switchers Monolithic or Copack BJT/MOSFET MOSFET MUST be optimized For ONE power 23 • December 2012.
LED Lighting Confidential Proprietary . Zigbee. Proprietary) • Products are on the market now • Traditional triac dimming will become less critical 24 • December 2012.Smart Lighting is Emerging • LEDs are much easier to control and dim • Electronics opens up new features – Occupancy sensor built into bulb – IR control – Wireless (Bluetooth.
“Smart” Lighting Future 25 • December 2012. LED Lighting Confidential Proprietary .
LED Lighting Confidential Proprietary .Bulbs are an interim Step • Next generation “socket”/LED Engine is coming – – – – LG-Innotek Replaceable / Upgradable / Interchangeable Mechanically and thermal Solution With and without integral LED Drivers Proprietary now moving to standardization (Zhaga Consortium) LG-Innotek PHILIPS TOSHIBA OSRAM 26 • December 2012.
Advanced Lighting Application (2x) …Two strings to implement white LED color control IR Control for Color and Dimming MCU for dimming control 27 • December 2012. LED Lighting Confidential Proprietary .
so flexible approaches are required • Efficiency at relatively low power (5-15 W) is important as thermal envelope is set for bulb replacement applications – Flyback (with and without PFC) – Buck (with and without PFC) – Buck-boost (with and without PFC) • Drivers have to be designed for long lifetime (>25 Khr) • To get to achieve true high volumes overall system architecture must be optimized • Standards and requirements are very regional for lighting so universal input bulbs will probably not be the norm • Many different market segments and applications configurations 28 • December 2012. LED Lighting Confidential Proprietary .Challenges for LED Lighting • LEDs are still evolving rapidly.