Opportunity For LED Phosphors -NanoMarkets

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Opportunities for LED Phosphors NanoMarkets,
LC January 2014
2014 NanoMarkets, LC
www.nanomarkets.net
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ABOUT NANOMARKETS

• NanoMarkets provides industry analysis of
  advanced materials markets in the energy and
  electronics sectors. We have been covering these
  activities for a decade.
• Our work includes market, company and technology
  analysis, market forecasting and due diligence.
• Offerings include reports, custom consulting,
  seminars/webinars and in-house training.
  NanoMarkets is based in US, with extensive
  contacts all over the world.

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ABOUT THE REPORT
The LED and LED phosphor markets are growing
considerably, and this growth is expected to
continue in the upcoming years However, both LED
and phosphor firms must quickly address consumer
perceptions that LEDs are dull, cold, and not
affordable if they are to maximize growth and
thus their potential profitability NanoMarkets
believes that current consumer concerns over the
cost of lighting could end up driving LEDs and
phosphors down the same path CFLs (compact
fluorescent lamp) have gone. Therefore, LED
lighting and phosphor firms must offer lighting
technologies that encourage consumers to embrace
LED lighting because of its efficiency gains and
differentiating feature, thus making cost
inconsequential The rapid growth of the
phosphor market presents real opportunities for
phosphor firms to innovate and establish novel
IP. While the LED market may take a little longer
than originally thought to achieve true maturity,
it will get there as long as phosphor firms
continue to offer novel yellow, red, and hybrid
phosphor solutions at affordable prices
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RELATED REPORTS

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• LED Phosphor Markets 2014

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Opportunities For phosphor firms

• LED bulbs manufacturers are in search of cost
  effective phosphor solution to replace existing
  expensive lighting solutions
• Fundamental IP owned by Nichia, Osram, ATMI and
  other related firms
• Other than general lighting, cell phones,
  laptops, LCD TV displays are the segment likely
  to be addressed
• Phosphors with better color rendering index
  finding application in general illumination and
  LCD backlighting markets
• Application specific solutions with increased
  quantum efficiencies, thermal stability, and
  light uniformity can be developed through new
  deposition techniques
• Remote phosphor technology can help in reducing
  the LED components count and hence over all cost
  of fixtures and lamps

2014 NanoMarkets, LC
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Opportunities For phosphor firms

• Insufficient CRIs, poor chemical and thermal
  stability of YAG, sulfide and selenide
  substitutes, enhances scope for new phosphor
  technologies
• Nitrides and oxynitrides have helped in improving
  the durability and brightness of LEDs
• Mitsubishi, Denka, Intematix, Beijing Yuji, and
  Lightscape are working on nitrides and
  oxynitrides
• Exploration of new materials families like
  tungstates, molybdates, fluorides and aluminates
• Roadblocks in using aluminates can be eliminated
  by having control over phosphor particle
  morphology, concentration and yield
• Besides being a potential threat, QDs also
  represent opportunity to be used in remote
  phosphor applications in combination with
  standard phosphors
• In order to realize maximum potential of this
  industry, low cost, low quality products must be
  taken off the market

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Opportunities for led firms

• Regulations on use of mandatory efficient
  lighting products, and subsidies are driving
  demand for LEDs across the globe
• Efforts being made to bring down the cost of LEDs
  to the level of conventional lighting
• Growing demand for LEDs in automotive, display
  applications, signals, and flashlights
• Novel applications like indoor plant lighting and
  medical equipment on the horizon
• Firms taking interest in other new phosphor
  related technologies such as flip chip and
  phosphor on die
• Intelligent lighting and wireless LED lighting
  can give LEDs an advantage over other competing
  technologies
• Opportunity for phosphor firms and LED firms to
  create their own brands and benefit from the
  brand value
• Rather than competition, co-operation and
  downstream relationship needed to bridge the
  development gap between components and lighting

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Opportunities for lighting firms

• Cost savings and reduction in greenhouse gas
  emission are driving the demand for phosphors in
  this segment
• Lighting segment considers LEDs for general
  lighting, backlighting, street lighting,
  automotive applications, and for other special
  applications
• Phosphors likely to have demand in all these four
  segments
• LEDs need to be designed in order to meet
  application-specific requirements in terms of
  light output quality and performance

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Opportunities for lighting firms
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Opportunities for start-up firms
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2013 NanoMarkets, LC
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