UV LEDs should represent ~28% of the total UV lamp market (M$) by 2016
Thanks to its compactness, lower cost of ownership and environmental friendly composition, UV LEDs continue replacing traditional UV lamps in incumbent applications, but will also create new applications, especially portable ones.Hence, UV LED business is expected to grow from $32.5M in 2011 to more than $150M in 2016: within this period, UV LED market (M$) will grow by a factor x5 whereas the traditional UV lamps market will only grow by a factor x1.5 (Figure 1).In 2011, LEDs keep on being sold mostly in the UVA/B spectrum (especially in upper wavelengths, between 365 to 400 nm). More than 90% of the UV LED market (outside of R&D) was still covered by UV curing, counterfeit detection and medical & instrumentation applications requiring UVA/B sources. Concerning UVC LEDs, they were still mainly sold for R&D and scientific instrumentation purpose, but 2012 should see the commercialization of the first UV LED based purification system.UVA (400-315nm) business is currently the main UV LED market and will remain so for at least the next 5 years:90 % of the market (M$) in 201085 % of the market (M$) in 2016The report details market metrics of traditional UV lamps and UV LEDs market within the period 2011-2016, presenting: the split by application for each technology (volume & market size), the penetration rate of UV LEDs…
UV LEDs are totally changing the value & supply chains
The booming UV LED market has attracted several new players from different backgrounds over the past years: traditional mercury lamp supplier, traditional UV curing systems suppliers, pure UV LED curing system suppliers, visible LED suppliers, substrate suppliers… Each player addressing different strategy to capture the maximum of value created by this disruptive technology (Figure 2).At the device level, Asian companies, especially Japanese and Taiwanese ones, have taken the lead on the UV LED market but recently, some Chinese companies have also entered the playground: this should increase competition, reduce prices and enable mass applications at middle/long term.Beyond that, as for visible LEDs few years ago, the value chain is consolidating with the arrival of pure players at the packaging and system level mainly, allowing:
To increase performance of UV LEDs with specific package developments.
To easier technological transition with traditional UV system manufacturers.
The report shows the UV LED industry: the main players & associated strategies/ business models, the industrial value & supply chains in 2011 for UVA/B and UVC, the revenues and market shares of key players…
UVA LEDs still dominate thanks to UV curing business boom
Key applications for UVA are UV curing, counterfeit detection and photocatalyst air purifier. Among those, the most dynamic and important market is clearly the UV curing business where UV LEDs definitely compete with traditional mercury lamps and offer significant advantages in terms of cost of ownership, system miniaturization (…):
2 professional associations dedicated to UV LED curing have been formed in 2012, showing the robustness and the credibility of the UV LED technology.
Recent improvements have greatly increased the power output available at window surface of UV LEDs to 16W/cm² in 2011.
The report details all UVA applications (with a deep analysis of UV curing), presenting: UV working principle, market structure, UV LEDs market drivers/challenges and characteristics required, Total Accessible Market (TAM) for UV LEDs…
UVC LEDs are still in development but commercialization should be earlier than expected
Water & Air purification are the potential next high volume applications for UVC LEDs. And in 2011, the UVC LED industry achieved a new milestone of structuration:
Crystal IS has been acquired by Asahi Kasei (large Japanese group).
Dot Metrics, the first pure UV LED water purification company, announced they (in partnership with Aquionics) will launch a first commercial product in 2012.
SETi announced the increase of its production capacity by a factor x6 with $20M investment.
In parallel, numerous research results published in 2011 have demonstrated an impressive improvement of the optical power output of UV LEDs: up to x10 compared to 2010. Hence, we expect that UVC LEDs should penetrate those key applications in 2014 after having completely solved the efficiency, lifetime and cost challenges.
Growth of the UVC market will also be connected to the availability of bulk AlN substrates that could improve the performance of the devices.
The report details all UVC applications (with a deep analysis of purification), presenting: UV working principle, market structure, UV LEDs market drivers/challenges and characteristics required, time to market & Total Accessible Market (TAM) for UV LEDs…
More than 50% performance improvement for bulk AlN based UV LEDs in 2011
Templates (AlN on Sapphire) are definitively the substrate of choice for UVA/B applications due to their lower cost and sufficient performance.
But for UVC applications, the competition with bulk AlN is increasing as such substrate could offer improvement of lifetime and power output of the UV LEDs: for example, in 2011, Crystal IS has improved its bulk AlN based UV LED results by a factor x20.
Several players are also targeting to commercialize 2" bulk AlN wafers by the end 2012. Therefore, the time to market for UVC applications based on bulk AlN would probably be in 2013-2015. However, as no research have clearly demonstrated the effect of bulk AlN substrate on UV LEDs performance, future commercial success of such substrate for UVC purification applications is still under debate.
The report details UV LED roadmap, presenting: performance and price roadmap, main specifications to enable UVC applications… Substrate industry is also analyzed: competition AlN template vs. bulk AlN, key companies…
Acerde, AIST, Agilent, Air Oasis, Airwise, Alpha Cure, Alencorp, Aller Air, Allux Medical, American Air & Water, AMS systems, Aurora UV, Asahi Kasei, Atlantic UV, Avantes, Baldwin, Baxter, Bellcon, Bioteck, Carrier, Calutech, Comtech Research, Clearstone, CoolLED, CREE, Crystal IS, CrystAl-N, Culligan, Daikin, Dot Metrics, Dowa, Eco RX, Electrolite, Elumix, Emperor Aquatic, Espring, Epistar, Eurika Forbes, Fairfield Crystal Technology, Fox Group, Fujitsu, Furukawa, Fusion, GE lighting, Giesecke & Devrient, Goodrich, Hamamatsu, Hangzhou Bright Group, Heraeus Noble Light, HexaTech, Hoenle, Horiba Jobin Yvon, Huga Optotech, Hydrophoton, International Waterguard, Inx, IST Metz, Jimco, JK group, Kyma Technologies, LED Engin, LG group, Light Source, Luminus, Lumen Dynamics, Lumex, Marubeni, Meridian Design, Mitsubishi Chemical, Molecular Devices, Nanobreeze, National Biological, N-Crystals, Newport, New Energy Wave, NGK Insulator, Nikkiso, Nichia, Nitek, Nitride Semiconductors, Nitride Solutions, Nordson, NTT, Ocean optics, Omron, Opthera, Optocap, OSIM, Osram, Panasonic, Perkin Elmer, Philips Lighting, Phoseon, PhotonStar LED, Pura UV, Purecomes Technology, QingDao Jason Electric, Safescan, Sanyo, Sanan Optoelectronic, Sankyo Denki, Schimadzu, SemiLEDs, Sensor Electronic Technology, Seoul Optodevice, Seoul Semiconductor, Sharp, Shenzhen Double Power Electronics, Showa Denko, Siemens Water, Solarc System, Stellar Net, Steril Aire, Sumitomo Electric Industry, Sumitomo Metal Industries, RayVio, Summit UV, Sun LLC, Sunjet, Sunpure, Tana Water, TDI / Oxford Instruments, Tecan, Tekcore, Thermo Fischer, Toshiba, Toyoda Gosei, Trojan UV, Ushio, UV Biotek, UV Craftory, UV Integration Technology, UV Process Supply, UV Pure Hallett, UV Technik, Varian, Viqua, Waterlogic International, Wedeco ITT, YesLED, YuliTech.Table of contents
Definitions, limitations and boundaries
What we saw and we missed: Comparison with 2009 previous report
Noteworthy News 2011 & 2010
UV LED and AlN material companies recent known funding
Traditional UV lamp business
UV wavelengths classificationMain applications for UV lamps : Split by wavelengthTraditional UV lamps: 2011 market segmentation and sizeTraditional UV lamps: PerformanceTraditional UV lamps: Technical positioning (output power as function of wavelength)UV power requirement by application and current (UV LED best results)Target price for UV lamps and current LED (commercial products in $/W)UV LED and UV lamp performance (comparison table)UV lamps applications: Characteristics, market price and accessibility for UV LED2011 UV lamp market volume and size: Split by applicationMarket analysis: Traditional low power mercury lamps manufacturersMarket analysis: High power mercury lamps manufacturersTraditional UV systems and lamp business relationshipConclusion
UV LED market analysis
UV lamp to UV LED substitution: A different design approach
UV lamp systems pricing
UV lamp vs. UV LED : A different strategy and business model needed
UV LED supply chain new entrants in 2010 and 2011: Entry at different levels
UV LED systems based companies profiles
UVA/UVB: Main applications and niche marketsUVA/UVB: Main applications comparisonUVA/UVB applications: As a function of the optical power output and wavelengthUVA/UVB applications: UV curing
IntroductionTraditional UV curing systems market (Attractive growth perspective / Segmentation / Geographical sales breakdown / Main manufacturers)Traditional UV curing system and lamp business relationshipUV LED marketMany new UV LED curing systems launchingOptical power increase: Latest performances from some key playersHeat management and light emission: How are they optimized by the industry?UV curing supply chainUV curing system players adoptionMain UV curing systems and lamp manufacturersUV curing applications field and main players positionUV LED curing (Supply chain / Main market parameters & metrics)
UVC applications: As a function of the optical power output and wavelength
UVC application: Purification
Patents research (over 421 patents): A booming interest!
# of patents per country of origin: Asia dominates
Dynamics by country over the time: Acceleration in Korea and China
# of patents per assignee: Asia dominates
UV LED application patent: Analysis
UVC LEDs: Main market drivers
UVC LEDs: Main challenges
UVC applications: Purification
Segmentation & 2011 world market size
UVC purification applications accessible to UV LEDs
UVC purification lamps market accessible to UV LEDs
What is the best wavelength for UV LEDs?
Focus on water purification
UV water purification segments, technologies, systems price and players positioning
Main water UV purification systems and lamp manufacturers
Price & Power of traditional UVC purification lamp
Focus on some applications
Focus on air/surface purification
UV air/surface purification segments
UV air/surface purification: Professional applications
UV surface purification: Food industry
UV air purification: Consumer residential
UVC low power lamp 2011 market in power output (MW)
UVC LEDs challenges to reach purification applications
UVC applications: Analytical instruments
UV LED market
UV LEDs: Estimated accessible markets, growth rate and time to market
UV LED applications roadmap: Time to market
UV LED market size (M$): Split by application (excluding lighting)
UV LED applications: Relative market shares
UV LED and traditional UV lamp business comparison
UV LED industry outlook
UV LED chip manufacturers: Main industrial initiativesKey industrial UVA chip market players positioningKey industrial UVB/UVC chip market players positioningMain UV LED playersMajor UV LED chip manufacturer locations (industrial production or R&D)UVA LED Industrial supply chain in 2011UVB/UVC LED Industrial supply chain in 2011Business model of players already in productionZoom in Asia: Visible LEDs players start to invest in the UV LED fieldUV LED manufacturers: Estimation of 2011 revenues and market sharesSome known M&A and business agreementsSpin-offs from universitiesConclusion
UV LED performance roadmap
UV lamp power: Some definitions (from wall-plug power to sample irradiation)
Main specifications of UVA, UVB and UVC LEDs
UV LED: Main players
External Quantum Efficiency: Evolution with wavelength (Comparison 2010 - 2011)
Optical power vs. chip size and wavelength dependency (Comparison 2010 - 2011)
UV LED technical roadmap (?/Pout): Past & Present
UVC LED Technical Roadmap (?/Pout) outlook: Many new players in the starting blocks!
Price and lifetime evolution with wavelength
UVC LED optical power/price outlook (for a 280 nm wavelength)
2011 cost breakdown model projection: From 2" AlN wafer to UVC packaged LED
Single crystal AlN and AlN epiwafer industry outlookWhy use Bulk AlN to make UV LEDs?UV emission wavelength depends on the Al content in the AlGaN alloyMajor AlN bulk substrate manufacturer locations (industrial production or R&D)AlN Bulk crystal: Main companiesAlN Bulk crystal: Main R&D labsAlN epiwafers and templates: Main playersAlN substrates: Example of current available offers (as of 2011)Bulk AlN roadmap: Mass production availability outlook (many new players in the starting blocks!)ConclusionGeneral ConclusionUV industry: Company profiles of major actorsUV LED manufacturersNichia (J), SemiLEDs (USA), Nitride Semiconductors (J), Tekcore (TW), Crystal IS (USA), UV Craftory (J), Dowa (J), Aurora UV (USA), Nitek (USA), QingDao Jason Electric (CN), LED Engin (USA), Luminus (USA), Seoul Optodevice (KOR), Sensor Electronics Technology Inc. (USA), Dot Metrics (USA), YesLED (CN), elumix (GE), Lumex (USA), PhotonStar LED (UK), RayVio (USA)UV LED manufacturing companies exit : Fox group (USA), Cree (USA)AIN substrate manufacturersHexaTech Inc. (USA), Nitride Solutions (USA), Fairfield Crystal Technology (USA), Nitride Crystals (USA), CrystAL-N (GE), Acerde (FR), Kyma Technologies (USA)AppendixBulk AlN substrates manufacturing by PVT: Crucible is a key componentHT-CVD : From gases to bulk AlN epi-ready wafersAverage UV dose required: Selected UV inactivation of pathogensDoping of AlN Material at NTT (J)WideBaSe program for UVA technologiesDARPA program for UVC technologies