LED产业发展机遇与挑战-3

LEDComponentsforSSLGeneralLightingsApplicationLIYINGGlobalAccountManager(China)CREEShanghai2010.3ContentsWhyLEDlighting？？？？1Whatislighting-classLEDcomponent2LEDlightingsolutioninthemarketing3SuccessstoryofLEDlighting4Copyright©2010,Cree,Inc.Copyright©2010,Cree,Inc.WhyLEDlighting？？？？1Publiclighting:75Publiclighting:75Publiclighting:75Publiclighting:75％％％％(roadlighting,officelighting,retail,hospital,(roadlighting,officelighting,retail,hospital,(roadlighting,officelighting,retail,hospital,(roadlighting,officelighting,retail,hospital,……………………))))Energy-Savinglighting：：：：Roadlighting：：：：3％％％％Officelighting：：：：7％％％％WhyLEDlighting?!Copyright©2010,Cree,Inc.•EverythingfromLEDlightingthatcansaveahugeamountonenergycoststonewconcretematerials….thatgetsyouexcitedaboutthefuture——Obama、、、、Lighting12%Globallightingconsumption(22%)USlightingconsumption(20%)Chinalightingconsumption(12%)LEDlightingisgettingtheworldexcited!Copyright©2010,Cree,Inc.China2012★★★★★★★★KoreaKoreaKoreaKorea2013201320132013★★★★ChinaTaiwai2012★★★★EU2012EU2012EU2012EU2012★★★★US2014★★★★Canada2012Canada2012Canada2012Canada2012★★★★Australia2010★★★★Japan2012Japan2012Japan2012Japan2012ScheduleofglobalforbiddingincandescentLowefficacylightingmustbethehistory!Lowefficacylightingmustbethehistory!Lowefficacylightingmustbethehistory!Lowefficacylightingmustbethehistory!40404040％％％％powerconsumptioncouldbesavedbyusinghighpowerconsumptioncouldbesavedbyusinghighpowerconsumptioncouldbesavedbyusinghighpowerconsumptioncouldbesavedbyusinghighefficacylightingefficacylightingefficacylightingefficacylightingRussia2014Russia2014Russia2014Russia2014★★★★Copyright©2010,Cree,Inc.MarketingtrendHBLED*LEDlightingTraditionallightingGenerallighitng**产值产值产值产值（（（（单位十亿欧元单位十亿欧元单位十亿欧元单位十亿欧元））））TwomarketingdrivingforceofLEDlighting:NB&TV(intheshortterm)Generallighting(inthelongterm)*StrategiesUnlimited**Source:PhilipsLighting$-$2,000$4,000$6,000$8,000$10,000$12,00020082009201020112012OtherIlluminationAutomotiveSignalsMobileAppliancesLCDDisplaysSignsrevenue(MUSD)Copyright©2010,Cree,Inc.Sources:StrategiesUnlimited,CreeanalysisIndoor/Outdoor/Bulb:65-75%CAGRVideoScreens&Signs:7-10%CAGRMarketingtrendCopyright©2010,Cree,Inc.OutdoormarketingoverviewMarketDrivers•Businesscaseforcommercial&municipalmarketsdependsontotalcostofownership(highreliabilityandhighefficacy)•RegionalmarketpreferenceforwarmerCCTsgivenequivalentefficacytoCW•OpticalcontrolofLEDsiscrucialtoimprovinguniformitytomaximizeuseablelightandefficacyinRoadway/ParkingapplicationsCopyright©2010,Cree,Inc.•Pointsourcelighting(notlinear)•Buyersusedtocheap,replaceablelightbulbsIndoorLightingOverviewMarketDrivers•Incandescentbulbbansworldwidearetakingeffect•LEDadoptiondrivenbyhighefficacyandbetterlightqualitythanCFL•Colortemperaturepreferencesdifferbyregion•USENERGYSTARandotherregionalprogramsinfluenceindoorlightingdesignsCopyright©2010,Cree,Inc.ModelT-66001MT-66001SVoltageRangeAC90~120VorAC200~240VAC90~120VorAC200~240VFrequencyRange50Hz/60Hz50Hz/60HzPowerConsumption6.5WMax.6.5WMax.LightingCoolWhiteWarmWhiteColorTemperature5000°K±10%2700°K±10%LumenOutput(lm)400lm±10%300lm±10%6WLEDbulb：：：：Resaleprice:=100RMB光源光源光源光源：：：：CREEMX6IndoorlightingCopyright©2010,Cree,Inc.Whatislighting-classLEDcomponent2Copyright©2010,Cree,Inc.WhatMattersinLightingApplicationsFlux&Efficacy•Trade-offbetween#ofLEDs,lightoutput&efficacy•SignificantimpactonsystemcostReliability&LumenMaintenance•EnablesthebusinesscaseforLEDlightingColorQuality•CRI•ColorconsistencyofLEDsOpticalControl•UsablelightontargetCopyright©2010,Cree,Inc.LEDPerformanceContinuesToIncrease02040608010012014016018020020022003200420052006200720082009201020112012LightSourceEfficiencyTrendsCWLumens/wattIncandescentCFLLEDLinearFluorescentHIDHighVolumeProduction161lpw~2yrs131lpw3yrsR&DCapabilityXR-EXR-EXP-EXP-G208lpw?yrsCopyright©2010,Cree,Inc.LEDlighting-highefficacy4200setsCREELR244200setsCREELR244200setsCREELR244200setsCREELR24BeforeAfterPayback:=4YearsCO2emissionssaving:140tons/Y22-percentreductioninenergyusageandimprovedlightquality.Copyright©2010,Cree,Inc.CREEL70=50Khrs!Reliability&LumenMaintenanceCopyright©2010,Cree,Inc.1000hrs1000hrs1000hrs1000hrsReliability&LumenMaintenanceCopyright©2010,Cree,Inc.ColorConsistencyMattersinLightingCopyright©2010,Cree,Inc.ANSISub-BinsProvideStandardInformation**Forillustrativepurposesonly,notactualdataCopyright©2010,Cree,Inc.InformationAllowsMixingDifferentLEDsforConsistency•Candeliverexcellentcolorconsistency,usingthefulldistributionofLEDs•RequiresanLEDdesignwithmultipleLEDs,AND•RequiresalightingapplicationwiththeabilitytomixlightfromdifferentLEDs•Increasesmanufacturingcomplexity(moreinventory,morepartstoplace,complicatedmixingrecipes)Copyright©2010,Cree,Inc.CreeEasyWhitePutsColorMixingIntotheLED**Forillustrativepurposesonly,notactualdataCopyright©2010,Cree,Inc.EasyWhiteBinsvsTraditionalLightingANSIC78.377ACopyright©2010,Cree,Inc.HighCRILEDfixture-outdoorapplicationCopyright©2010,Cree,Inc.HighCRILEDfixture-indoorapplicationthermalOpticalPowerconsumption:48Powerconsumpt