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Confidential Proprietary1 • December 2012, LED Lighting
General LED Lighting Case StudyGroup 4
Confidential Proprietary2 • December 2012, LED Lighting
LED General Lighting Segments Integral LED
Bulbs
LED Ballasts
• 3-20 W, most <12 W• Compact space requirements
drive new architectures• Market is in constant change
– LED performance improving– Capacity expansion is drive down
cost (LED backlighting)
• 5-200W+• Similar to current power supply
architectures with some optimization• All our key power supply customers
are engaged in this market • Delta, Meanwell, Emerson, etc• OEMs to Philips, Toshiba, GE
Confidential Proprietary3 • December 2012, LED Lighting
How Big is The Lighting Market (2011)
Source: IMS February 2012
Confidential Proprietary14 • December 2012, LED Lighting
LED Bulb Penetration
Source: IMS Feb 2012
15% Bulb penetration in 2016 represents >12B Sockets shipped in next 4 years
Bull Case
Bear Case
InflectionPoint
Source: Canaccord Genuity 2012
Confidential Proprietary16 • December 2012, LED Lighting
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, Euro crisis)– China just put in place direct manufacturer subsidies and picked winners– Korea is aggressively driving to encourage local suppliers (Samsung/LG)
Confidential Proprietary17 • December 2012, LED Lighting
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
Confidential Proprietary18 • December 2012, LED Lighting
Regional Technical Requirements• US Energystar bulbs > 5W must have a PF of >0.7
• Energystar is voluntary but utilities typically use it select what qualifies for a rebate for commercial lighting incentives.
• 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, which requires specific harmonic requirements, easiest way to meet it is a smaller than normal bulk cap (PF ~ 0.6), same in European Union
• >80% of LED bulbs sold in Japan are non-dimmable
Confidential Proprietary19 • December 2012, LED Lighting
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, 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
Source: CFL Market Profile, September 2010, Energystar
Confidential Proprietary20 • December 2012, LED Lighting
US Department of Energy Testing Program Results
Confidential Proprietary21 • December 2012, LED Lighting
Market Segments for NCL30080-3Decorativeand Globe
General ServiceA19/A21
E26/7 BaseSmall Constant Current Drivers
Typically < 15 W
Directional/Spot Lamps
GU10/PAR/BAR
Many require Triacdimming
Fluorescent Tube replacement is not a likely target, mostly HiPF/Low THD
Confidential Proprietary22 • December 2012, LED Lighting
Bulb Price/Positioning ConsumerR
elat
ive
Co
st
Energy Saving/Longer Life (Not to scale)
Incandescent
Halogen
CFL
DimmableLED
2 /$25
CFLDimmable
Non-dimmable/Step dimmable
2 / $20
Confidential Proprietary23 • December 2012, LED Lighting
PSR Competition Map
Charger ControllerIC
BJT/MOSFET
Other LEDDrivers
Typically “Constant”
Power
Ex: LM3444Buck Driver that
NS did some isolated
Primary sideDesigns
LV5026For example is also
in this category
RenesasR2A20134
MUST be optimizedFor ONE power
ChargerSwitchers
Monolithic or Copack
BJT/MOSFET
Optimized LED Driver Controllers
BJT/MOSFET
Optimized LEDSwitchers
Monolithic or Copack
MOSFET
Limitations
• Accuracy• VF Range• Efficiency• Size
Confidential Proprietary24 • December 2012, LED Lighting
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, Zigbee, Proprietary)
• Products are on the market now
• Traditional triac dimming will become less critical
Confidential Proprietary25 • December 2012, LED Lighting
“Smart” Lighting Future
Confidential Proprietary26 • December 2012, LED Lighting
Bulbs are an interim Step• Next generation “socket”/LED Engine is coming
– Replaceable / Upgradable / Interchangeable– Mechanically and thermal Solution– With and without integral LED Drivers– Proprietary now moving to standardization (Zhaga Consortium)
PHILIPS
LG-Innotek
OSRAM
TOSHIBA
LG
-In
no
tek
Confidential Proprietary27 • December 2012, LED Lighting
Advanced Lighting Application(2x) …Two strings to implement white LED color control
MCU for dimming control
IRControl
forColor and Dimming
Confidential Proprietary28 • December 2012, LED Lighting
Challenges for LED Lighting
• LEDs are still evolving rapidly, 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