This power point presentation talks about key firms that are involved in LED phosphor industry and the strategy adopted by them. This presentaion is based on NanoMarkets' report "LED Phosphor Markets-2014"

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

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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.
www.nanomarkets.net
© 2014 NanoMarkets, LC

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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
www.nanomarkets.net
©2014 NanoMarkets, LC

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RELATED REPORTS
Market Opportunities for Quantum Dots in Lighting and Displays
Smart Lighting Markets and Opportunities 2013
Markets for Smart Lighting Driver, Controller and Sensor Chips
LED Phosphor Markets 2014
www.nanomarkets.net
©2014 NanoMarkets, LC

5. PHOSPHOR FIRMS TO WATCH
Firms
LED phosphor
Comments
Yellow phosphors, aluminates,
silicates, garnets, nitrides, remote
phosphor components
Largest supplier in China
Intematix
(US)
Cree
(US)
Yellow phosphors, aluminates,
silicates, garnets, nitrides Remote
phosphors
Strengthening its position in remote
phosphor and hold key patents in this
segment
Nitrides, oxynitrides, UV phosphors,
others
One among large players and in
competition with Intemaix for the high
efficiency/high stability red nitride
phosphors
Garnets, silicates, others (captive use
and licensing)
Largest global LED maker
IP related to phosphors
Major LED lighting product maker
Mitsubishi Chemical Corp
(Japan)
Osram
(Germany)
Philips
(Netherland)
www.nanomarkets.net
Active in development of new
phosphor technology and key player
in licensing/litigation activities
Key developer of new phosphor
technologies
IP related to phosphors (silicates)
Seoul Semiconductor
(Korea)
Extensive licensing, partnership and IP
litigation activities
Major LED component manufacturer
Relies on non-Nichia technology and
develop their own IP
©2014 NanoMarkets, LC

6. LED MANUFACTURING FIRMS TO WATCH
Nichia:Dominant player and supplies
three million LEDs per month
Focused towards volume
production, process optimization
and quantum yield
Philips:A major producer of LED based
lighting products
Introduced flip chip technology
where phosphor along with glue
can be applied to flip chip for
cutting
Cree:Stands next to Nichia and Philips
But lags behind other players in
innovation
Epistar:Taiwanese company emerging in
the LED segment
Promotes chip free products that
comes with PoD technology
TSMS Solid State Lighting :One of the players in the Asian
region
Just like Epistar, promotes chip
free products with PoD
www.nanomarkets.net
©2014 NanoMarkets, LC

7. CHINA AS A SUPPLIER AND END USER
As
As
Supplier
End User
Emerging as the largest
supplier of LED
components and
materials
3000 LED manufacturers
and 75 fab labs
30% of world LED
production capacity by
2014
Less competent at wafer
and chip fabrication
www.nanomarkets.net
Highest market potential
in general and
backlighting
To be the largest LCD TV
market by 2014
Largest manufacturer and
consumer base for lighting
products
Subsidy programs the
major demand drivers
©2014 NanoMarkets, LC

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CONTACT US
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© 2013 NanoMarkets, LC