On Semiconductor Case Study

Confidential Proprietary1 • December 2012, LED Lighting

General LED Lighting Case StudyGroup 4


LED General Lighting Segments Integral LED

Bulbs

LED Ballasts

• 3-20 W, most <12 W• Compact space requirements

drive new architectures• Market is in constant change

– LED performance improving– Capacity expansion is drive down

cost (LED backlighting)

• 5-200W+• Similar to current power supply

architectures with some optimization• All our key power supply customers

are engaged in this market • Delta, Meanwell, Emerson, etc• OEMs to Philips, Toshiba, GE


How Big is The Lighting Market (2011)

Source: IMS February 2012


LED Bulb Penetration

Source: IMS Feb 2012

15% Bulb penetration in 2016 represents >12B Sockets shipped in next 4 years

Bull Case

Bear Case

InflectionPoint

Source: Canaccord Genuity 2012


Market Realities• LED adoption driven by operating cost and initial cost

– Price of energy and hours of use determine payback– Incremental cost between other energy saving lighting– Buyer education and awareness– <$10 is viewed a key tipping point in Europe and North America

• First beneficiaries of incandescent phase outs are halogen and CFL technologies due to next lowest cost technology

• Each market is different– Japan has been 1st mover due to high energy cost & power constraints– US and Europe slowly adopting (slow building, Euro crisis)– China just put in place direct manufacturer subsidies and picked winners– Korea is aggressively driving to encourage local suppliers (Samsung/LG)


Lighting Growth

• Rising energy cost is fueling the need for efficient lighting

• Change in lighting infrastructure – Replacement – Refurbish– New construction

• Key is emerging economies– Population growth– Wealth effect– Urbanization

• China is the world’s lighting factory


Regional Technical Requirements• US Energystar bulbs > 5W must have a PF of >0.7

• Energystar is voluntary but utilities typically use it select what qualifies for a rebate for commercial lighting incentives.

• Most utilities are doing limited rebates for LED bulbs and still promoting CFL for residential lighting

• No dimming requirement in Energystar today

• Japan falls version of EN61000-3-2, which requires specific harmonic requirements, easiest way to meet it is a smaller than normal bulk cap (PF ~ 0.6), same in European Union

• >80% of LED bulbs sold in Japan are non-dimmable


US Home Lighting Survey

• Estimate of installed base of TRIAC dimmers in US (150-200 Mu)– 1.5-2 per household– May control up to 8 lamps

• This is based on California households so there will be regional differences, higher energy costs, “greener” than other parts of US

• Usage varies significantly globally as well

• Vast majority >85% of the bulbs in the home are not on dimmers

Source: CFL Market Profile, September 2010, Energystar


US Department of Energy Testing Program Results


Market Segments for NCL30080-3Decorativeand Globe

General ServiceA19/A21

E26/7 BaseSmall Constant Current Drivers

Typically < 15 W

Directional/Spot Lamps

GU10/PAR/BAR

Many require Triacdimming

Fluorescent Tube replacement is not a likely target, mostly HiPF/Low THD


Bulb Price/Positioning ConsumerR

elat

ive

Co

st

Energy Saving/Longer Life (Not to scale)

Incandescent

Halogen

CFL

DimmableLED

2 /$25

CFLDimmable

Non-dimmable/Step dimmable

2 / $20


PSR Competition Map

Charger ControllerIC

BJT/MOSFET

Other LEDDrivers

Typically “Constant”

Power

Ex: LM3444Buck Driver that

NS did some isolated

Primary sideDesigns

LV5026For example is also

in this category

RenesasR2A20134

MUST be optimizedFor ONE power

ChargerSwitchers

Monolithic or Copack

BJT/MOSFET

Optimized LED Driver Controllers

BJT/MOSFET

Optimized LEDSwitchers

Monolithic or Copack

MOSFET

Limitations

• Accuracy• VF Range• Efficiency• Size


Smart Lighting is Emerging

• LEDs are much easier to control and dim

• Electronics opens up new features– Occupancy sensor built into bulb– IR control– Wireless (Bluetooth, Zigbee, Proprietary)

• Products are on the market now

• Traditional triac dimming will become less critical


“Smart” Lighting Future


Bulbs are an interim Step• Next generation “socket”/LED Engine is coming

– Replaceable / Upgradable / Interchangeable– Mechanically and thermal Solution– With and without integral LED Drivers– Proprietary now moving to standardization (Zhaga Consortium)

PHILIPS

LG-Innotek

OSRAM

TOSHIBA

LG

-In

no

tek


Advanced Lighting Application(2x) …Two strings to implement white LED color control

MCU for dimming control

IRControl

forColor and Dimming


Challenges for LED Lighting

• LEDs are still evolving rapidly, so flexible approaches are required

• Efficiency at relatively low power (5-15 W) is important as thermal envelope is set for bulb replacement applications– Flyback (with and without PFC)– Buck (with and without PFC)– Buck-boost (with and without PFC)

• Drivers have to be designed for long lifetime (>25 Khr)

• To get to achieve true high volumes overall system architecture must be optimized

• Standards and requirements are very regional for lighting so universal input bulbs will probably not be the norm

• Many different market segments and applications configurations

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