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市場調査レポート

LEDのサプライチェーン力学

LED Supply Chain Dynamics

発行 Navigant Research 商品コード 268753
出版日 ページ情報 英文 12 Pages
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LEDのサプライチェーン力学 LED Supply Chain Dynamics
出版日: 2013年04月15日 ページ情報: 英文 12 Pages

当商品の販売は、2015年08月19日を持ちまして終了しました。

概要

現在、照明産業は、蛍光灯や白熱灯、HID照明といった従来の技術からLEDへと大きな変貌を遂げる転換期にあります。LED照明の導入率は、他の照明技術を凌ぐそのエネルギー効率の高さや、価格の下落によって投資の回収期間が短縮されることにより、今後数年間は急上昇を記録するでしょう。Navigant Researchでは、世界市場におけるLEDランプの収益は、2013年は15億米ドル、2021年には85億米ドルに達すると予測しています。

当レポートでは、LED照明の主要部品の製造に影響を及ぼす特定の動向や産業全体の再編を促す広範な動向、地域市場における影響因子および国際基準の詳細などについて調査を行っており、概略以下の構成でお届けします。

第1章 エグゼクティブサマリー

第2章 市場アップデート

  • イントロダクション
  • 製品
    • ウエハー
    • ドライバー
    • オプティクス
    • ヒートシンク
  • 産業動向
    • 中国における供給過多と縮小
    • 垂直統合
    • 原材料の供給
    • 特許争いと満了
    • 価格競争
  • 基準
    • SEMI
    • Zhaga Consortiumのインターフェース規格
    • NEMA
    • IESNA
    • DELCとENERGY STAR
  • 産業マップ

第3章 結論と提言

目次
Product Code: RB-LEDSC-13

The lighting industry is on the verge of a large-scale shift away from the traditional technologies of fluorescent, incandescent, and high-intensity discharge (HID) lighting toward light-emitting diodes (LEDs). Adoption rates of LED lighting are expected to soar in the coming years as the efficacy and quality of LEDs surpass those of competing technologies and as prices fall to enable reasonable payback periods. This transition has been widely expected for a number of years, leading to the launch of new LED-focused companies and to the repositioning of existing lighting companies to take advantage of LED sales. Now that the rise of the LED has begun, the repercussions are rippling up and down the LED supply chain.

One effect is consolidation in this sector, driven by a desire for vertical integration among the larger lighting companies, which in turn is being driven by the relentless demand for lower prices and higher quality. While the total number of vendors involved in the LED supply chain will likely shrink, other factors - including the expiration of existing patents, new interchangeability standards, new technologies, and an expected upsurge in creative product designs will create opportunities for new entrants at each level of the supply chain. Navigant Research forecasts that annual worldwide revenue from LED lamps will grow from just over $1.5 billion in 2013 to more than $8.5 billion in 2021.

This Navigant Research report examines the specific trends that affect the manufacture of the primary components of an LED light, as well as the broad trends reshaping the industry as a whole. Regional influences and applicable international standards are detailed, and an industry map shows how some of the larger vendors fit within the supply chain. Finally, recommendations are made for how industry players can best take advantage of the global opportunity presented by the shift toward LED lighting.

1Key Questions Addressed:

  • What industry trends are affecting manufacturers of each of the components that make up an LED light, and what forces are shaping the broader industry?
  • How can established and startup lighting companies position themselves for success in the rapidly changing LED lighting market?
  • Which international specifications are influencing the design of components and the dynamics amongst component manufacturers?
  • How will the coming rapid adoption of LED lighting affect various companies across the LED supply chain?
  • What regional trends will have an impact on LED manufacturing?
  • How will oversupply and contraction in China affect the world LED market?

Who needs this report?

  • Manufacturers and vendors of LED components, lamps, and luminaires
  • Building contractors and managers
  • Standards development organizations
  • Lighting research organizations
  • Energy regulators and policymakers
  • Industry associations
  • Investor community

Table of Contents

1. Executive Summary

2. Market Update

  • 2.1 Introduction
  • 2.2 Products
    • 2.2.1 Wafers
    • 2.2.2 Drivers
    • 2.2.3 Optics
    • 2.2.4 Heat Sinks
  • 2.3 Industry Trends
    • 2.3.1 Oversupply and Contraction in China
    • 2.3.2 Vertical Integration
    • 2.3.3 Raw Materials Supply
    • 2.3.4 Patent Disputes and Expiration
    • 2.3.5 Cost Competition
  • 2.4 Standards
    • 2.4.1 Semiconductor Equipment and Materials International (SEMI)
    • 2.4.2 Zhaga Consortium Interface Specifications
    • 2.4.3 National Electrical Manufacturers Association (NEMA)
    • 2.4.4 Illuminating Engineering Society of North America (IESNA)
    • 2.4.5 DesignLight Consortium (DLC) and ENERGY STAR
  • 2.5 Industry Map

3. Conclusions and Recommendations

  • 3.1 Conclusions
  • 3.2 Recommendations

List of Charts and Figures

  • LED Lamp Revenue by Region, World Markets: 2013-2021
  • Cree Employee with SiC Wafers
  • Optics Designed Specifically for LED Lighting
  • Example of a Metal Core Printed Circuit Board (MCPCB)
  • The Future of China's LED Value Chain
  • Methods for Creating White Light
  • LED Costs by Component: 2011-2020
  • Summary of Zhaga Consortium LED Standards
  • LED Supply Chain, Example Companies
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