Post on 09-Jun-2018
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Two famous men of the semiconductur industryAre these two man related to one another?
Gordon Moore Roland Haitz
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Two famous men of the semiconductor industryComparison of the CV‘s
Gordon Earle Moore
1950 PhD Chemistry University California
1954 PhD Physics California Inst. Of Tech.
1960 Shockley Semiconductor
1964 Fairchild Semiconductor
1968 Co-founder Intel
EVP Intel
1975 President Intel
1979 CEO Intel
1987 Chairmen of the board Intel
1996 Retirement
Roland Haitz
1961 Diploma Physics, Tech. University Munich
1961 Shockley Semiconductor
1963 Doctorate Physics, Tech. University Munich
1964 Texas Instruments
1969 HP / Agilent
R&D Manager Optoelectronics
1983 CTO Semiconductor Group
1994 JV Lumileds (HP / Philips Lighting)
2002 Retirement
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LEDs and lightingBoth demand and performance have clear limits, but the cos ts ???
Ulrich Stegmüller OSRAM @ Forum LED Europe
Zumtobel graphic
Source: DOE MYPP March 2011
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Basic strategiesImprove performance, create differentiation, take out cost
Early phase Growth phase Saturation phase time
TurnoverQuantityPerformance
Dom
inan
tes
Des
ign
Trial & Error
Differentiation in thecore functionality
Cor
efu
nktio
nalit
yae
dequ
atel
yfu
llfill
ed
Differentiation in additional functionality
Mar
ket s
atur
ated
!
Improve performance
Add value
Take out cost
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Technology ShiftComparison of value chain old / new
Val
uech
ain
„New
“V
alue
chai
n„O
ld“
Chip LED Module Driver Luminaire Controls Lighting solution
Lamp Ballast Luminaire Controls Lighting solution
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Val
uech
ain
„New
“V
alue
chai
n„O
ld“
Chip LED Module Driver Luminaire Controls Lighting solution
Lamp Ballast Luminaire Controls Lighting solution
Who is in the position to „take out costs“?Who is in the position to „add value“?
9
Val
uech
ain
„New
“V
alue
chai
n„O
ld“
Chip LED Module Driver Luminaire Controls Lighting solution
Lamp Ballast Luminaire Controls Lighting solution
Who is in the position to „take out costs“?Who is in the position to „add value“?
10
Val
uech
ain
„New
“V
alue
chai
n„O
ld“
Chip LED Module Driver Luminaire Controls Lighting solution
Lamp Ballast Luminaire Controls Lighting solution
Who is in the position to „take out costs“?Who is in the position to „add value“?
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Val
uech
ain
„New
“V
alue
chai
n„O
ld“
Chip LED Module Driver Luminaire Controls Lighting solution
Lamp Ballast Luminaire Controls Lighting solution
Who is in the position to „take out costs“?Who is in the position to „add value“?
Functionality like fluo lamp
Added value (e.g. colourchanging)
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Val
uech
ain
„New
“V
alue
chai
n„O
ld“
Chip LED Module
Driver
Luminaire
Controls
Lighting Solution
Lamp
Ballast
Luminaire
Controls
Lighting solution
StandardizationTake out costs
IndividualizationAdd value
Actual situation lighting industryFight between downstream standardization and upstream i ndividualization
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Val
uech
ain
„New
“V
alue
chai
n„O
ld“
Chip LED Module
Driver
Luminaire
Controls
Lighting solution
K. Vamberszky
Interfaces and dependenciesStronger and weaker links between the components
Subsystem
System
Supersystem
Val
uech
ain
„Old
“
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Val
uech
ain
„New
“V
alue
chai
n„O
ld“
Chip LED Modul
Driver
Luminaire
Controls
LightingSolution
Lamp
Ballast
Luminaire
Controls
Lighting Solution
Tec
hnol
ogy
Com
pete
ncie
sK
now
How
Physics of gas discharge / plasmaphysicsConversion of light
Basic R&D Process technologySupply Chain Mgmt..
Glas processingGas processingApplication of phosphorAutomatisation
Kno
wH
owT
echn
olog
yC
ompe
tenc
ies
Power electronicsLamp operation
Product-/ Plattform-developmentSupply Chain Mgmt.
SMD – Mounting
OpticsMechanical engineeringDesignApplication of light
Product developmentMarketing Variant – Mgmt.
Sheet metal punching & bendingPlastic inj. mouldingAl pressure die cast
Control technology InformaticsSensoricCommunicationtechnology
Product developmentSpecifikationHW / SW Testing
Small batch assembly
Semiconductorphysicscrystal growth Quantum optics
Basic R&D Prozess-Technology
Epitaxy
SemiconductorphysicsPhoshor – Konv.
Plattform developmentSeriesproductionQuality/ReliabilityYield
PackagingBonding Phosphor –Dispens. (dispens, conformal coating)
Light/ OpticsSemiconductor(binning, yield) Phosphor Conv.
Plattform developmentApplication-Know-HowMechanics / Thermal / Optics
SMD – AssemblyCOB – Assembly
Elektronics(Power electronics)
Product-/Plattform-developmentSupply Chain Mgmt.
SMD – Assembly
OpticsThermal behaviourMechanicalengineeringDesignApplication of light
Produkt developmentMarketing Variant Mgmt.
Sheet metal punching & bendingPlastic inj. mouldingAl pressure die castElectronics handling(ESD)
Control technologyInformaticsSensoricCommunications technology
Produkt developmentSpecifikationHW / SW Testing
Small batch assembly
LED businessCore competencies
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Add value New solutions on Supersystem level
Intelligent Subsystems
Individual modules
Standardized modules (Zhaga)
Retrofit solutions
Conventional
Change of market structureEither value add or commodity – market pyramide becomes hour glass
SSL
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LEDModule category development
2015 2020
10
50
100
2010
Mod
ules
Mill
ions
Source: McKinsey, own estimates
Total nr. of SSL modules
OLED modules
Supplier specific LED modules
Customer specific LED modules
ZHAGA LED modules
LED retrofit tube
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LED vs. OLED
LED� Point light source� High peak luminance� High efficacy� Long lifetime� Price decrease
OLED� Areal light source� Low homogenous luminance� High efficacy (future)� Short lifetime� Expensive
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Organic light emitting diode (OLED)A new lightsource for general illumination
OLED – Areal light source
� Extremely thin light source
� Generates homogenous, non-glaring surfaces
� High color rendition
� Low thermal impact
� Low environmental impact (only minimum substances needed)
� Will enable new, innovative luminaires(thin, color changing, transparent, bent or flexible)
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Organic light emitting diodes (OLED)Examples
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Homogenous lit surfaces
Transparent light sources
Bent light sources
Extremely thin light sources
Source: LEDON, Fraunhofer IPMS
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Generation of white lightDifferences LED / OLED
LED
OLED
0,0
0,1
0,2
0,3
0,4
0,5
0,6
0,7
0,8
0,9
1,0
400 450 500 550 600 650 700 750wavelength [nm]
rela
tive
inte
nsity
[a.u
.]
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LED
Diffuser
LED Light guide / waveguide
OLEDOutcouplingFilm
LED/OLED CompetitionBoth LEDs and OLEDs can create an areal lamp
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Organic light emitting diode (OLED)Key parameters: Actuals and forecast
Status and forecast
� Actual efficacies are around 40 lm/W, expected increase up to 100 lm/W forecasted till 2015
� Actual lifetimes approx. 10.000 h; forecasted to reach 50.000 h in 2015
� Transparent OLEDs to be introduced this year, bent OLEDsexpected till 2014; flexible OLEDs will follow later
� OLEDs are still very expensive, but a price reduction of factor 100 is forecasted till 2014 !
Application areas
� With key performance criterias as listed above, OLEDs are still restricted to high end decorative (semi-professional) lighting; usagein real professional lighting will start 2014
� But finally the OLED technology will enable new applications, newform factors, new luminaires in professional lighting
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*) : DOE 2011: Year 2015 onwards
OLED Roadmap according to DOE(Warm white)
< 900 cm²< 900 cm²< 300 cm²< 300 cm²Size
White, color changing,
transparent, flexibel
White, color
changing,
transparent, bent
White, color changing,
transparent
White, color changingFunctionality
FoilGlas, FoilGlassGlassSubstrate material
3.000-9.000
5 - 7
10.000
2.500
10 - 45
2011
10.00010.0006.000 - 9.000Lumen package (lm/m²) *)
1005020Panel lifetime
(T70 1000 hours) *)
8090900OEM Panel costs ($/m²) *)
69100OEM Panel costs ($/klm) *)
16812550-60Panel Efficacy (lm/W) *)
202020152012
DOE Notes: 1. Projection assume CRI>85, CCT within ANSI color bin requirements2. Panel size of 200 cm²
Actual data DOE forecast
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OLED product successBalanced approach needed
Performance
Efficieny, Im/W
Brightness
Lifetime
Colour rendering
Costs
Size
Yield
Stable Production
USP
Large homogeneous surface
Thin
Transparent
„Wealthy“ look & feel
Flexible
OLED PRODUCT SUCCESS
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OLED value chainIn principle
Materials-production
„Stack“development
OLEDproduction
OLED„Packaging“
Optics production& assembly
Materials-development
Drivers& internal controls
Luminaire-final assembly
Chemical R&D firmsand producers
Idemitsu Kosan UDCCDT (Sumitomo)MerckBASF (Ciba)NovaledKonica Minolta
Technology-companies
UDCCDTNovaled
But alsoOsramPhilipsSamsungLGKonica Minolta
OLED - manufacturers
Pilot production
OsramPhilipsLumiotecPioneerFraunhoferBlack BodyLGNovaled
Integrators
OsramPhilipsLumiotecBlack BodyPanasonic
Optics:3M, BASF,Bayer
LED driverproducers
Osram??
Luminaire-producers
PhilipsBlack BodyTrilux…
and designers
Mass production(probably)
OsramPhilipsLGSamsungPanasonicLumiotecPioneer
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cooperation with OLED manufacturers(Fraunhofer, LG, Lumiotec, Osram, ..)
LEDON OLED Lighting
OLED value chainZUMTOBEL Group
Materials-production
„Stack“development
OLEDproduction
OLED„Packaging“
Optics production& assembly
Materials-development
Drivers& internal controls
LumianireFinal assembly
Thorn Zumtobel
Joint DTI founded R&D project with Thorn
Tridonic
OEM