Solid State Lighting May Blaze a New Path

The solid state lighting (SSL) market is entering a volatile stage as light emitting diode (LED) applications expand and market synergies emerge.   Several recent reports have highlighted the exploding market opportunities and obstacles for the LED industry including LED manufacturers, materials and equipment suppliers, and manufacturers that use LEDs in their products.

For example, DisplaySearch has reported that LED backlight costs for liquid crystal display (LCD) TVs are falling rapidly and they forecast that a white edge-lit LED backlight unit (BLU) for a 40 inch diagonal television currently costs about $120 and will approach $50 by the end of 2013 as shown below.

Price Trend for LED Backlights, Source: DisplaySearch

At the same time, some observers are predicting a potential LED shortage as LED manufacturers operate at very high utilization levels.  For example, Jagdish Rebello senior director and principal analyst for wireless research at iSuppli recently stated: “It is clear that demand is outstripping supply.  With LED market growth forecasted to rise by double-digit percentages for at least the next three years—including 2010—a drastic undersupply situation could occur this year unless additional capacity is brought online to meet the increased demand.”  iSuppli goes on to point out that LED solutions are finding increasing usage in the general illumination market, addressing the needs of residential, commercial and industrial lighting applications. The general illumination market for LEDs is still in its infancy, but will become mainstream during the next two years.

As we consider these press reports and analyze the effects of market expansion on the building LED and solid state lighting industries we extract several important insights.

First, manufacturers of LED materials, equipment, chips and lamps will respond to higher market demand.  LED backlights in LCD televisions and monitors can provide higher display performance with local area dimming, and yield considerably lower power consumption and mercury free sets.  Investment in efficient solid state lighting will be driven by several factors in addition to better displays, including the phase out of inefficient incandescent lighting and moves to eliminate mercury in lighting products.  These green factors help make solid state lighting one of the few bright spots in the current slow world economy.

Finally, the wider use of LEDs in both displays and general lighting is resulting in important synergies and market opportunities.  A very interesting trend is the synergy developing between LED display backlights and SSL luminaire design.  Lighting designers have begun to realize that thin edge-lit LED panels similar in configuration to display backlights are also attractive for general illumination use in the drop ceiling grid lighting typically seen in commercial and industrial installations.

The rapid price decline in white LED edge-lit backlight panels forecast by DisplaySearch will make similar (though not identical) panels attractive for ceiling lighting applications.  A few companies including Lunera and Go Lighting Technologies are now offering (see Lunera offering below) thin edge-lit LED panels in sizes including 2×2 and 2×4 feet sizes to replace conventional fluorescent tube troffers.

Lunera Edge-Lit LED Lighting Offering

As drop ceiling LED luminaires fall in price and increase in efficiency, they will likely be widely sold as long-lived cost effective replacements.  The diffuse extended-area light characteristics of edge-lit LED panels will offer the advantages that have been closely identified with the emerging Organic LED (OLED) lighting technology.  The OLED industry will be closely watching the success of diffuse LED lighting since the availability of cost effective LED edge-lit panels with diffuse area light source characteristics will likely put a ceiling on the price of similar form factor OLED luminaires.  This situation will put added price pressure on OLED lighting designers and may force OLED lighting development to focus on other OLED product attributes including extreme thinness and flexibility.  No matter the choice of lamp technology, lighting consumers will benefit from less polluting more efficient lighting in future.

iPad Provides New Platform for Touch Screen Developers and Users

Apple’s highly anticipated unveiling of their iPad tablet revealed an impressive new device in an as yet unproven product category. Tablet computing has been discussed for several years without yet becoming a major category. E-readers like the Amazon Kindle have had some success with the form factor but address a narrower range of applications than the iPad strives to tackle. However, like the Kindle, Apple has included, and may improve upon, the wireless capability, content partners, and content store business model that have served the Kindle so well. In analyzing reactions to the iPad and assessing what makes the iPad different in important ways, I have settled on one aspect that will allow the iPad to set itself apart and will potentially lead to its success.

iPad w hands

The iPad is the first widely available platform that will give users and developers the opportunity to explore large size multi-touch applications. Steve Jobs made the point that in developing the iPad, Apple stands on the shoulders of devices like the Kindle. The iPad also stands on the many shoulders, and benefits from the ecosystem, of multi-touch-trained users, content providers, and applications developers that Apple created with the iPhone and iPod Touch.

Along with their good industrial design, and excellent hardware and software attributes, Apple has consistently been a leader in providing elegant and effective user interfaces. Apple has steadily incorporated high quality input/output devices (displays, keyboards, mice, touch screens) in its products. In recent years, multi-touch input has been a notable feature of Apple products including MacBook computers, the iPhone, iPod Touch and Magic Mouse. No other device designer has had such wide success with touch interfaces.

Magic Mouse

Apple’s iPad is a bold extension of the touch interface to a much larger size allowing more evolved one hand and two hand gestural inputs. To give earlier workers their due, there have been prior developers that have demonstrated large scale multi-touch devices. However, Apple’s legions of app developers will likely have a field day working to exploit the interface opportunities.

Other ingredients of the iPad may evolve in future versions (cameras, voice, wireless air interface, etc.) but multi-touch input will likely be the defining feature that determines the success of Apple’s latest offering in the tablet category. The continued evolution and success of the touch interface will be validated, or not, by the iPad. Multi-touch on the iPad will be the product’s breakthrough or breaking point. The app store opens the iPad to experimentation by developers and users. I wonder who could have anticipated SonicMule’s Ocarina app for the iPhone and the music potential that has sprung from it.

By creating a larger size, mass market, touch device with a built-in user base and developer community, Apple has enabled its customers and developers to invent the future of user interfaces.

IntertechPira Issues New Report – The Future of OLEDs for Lighting and Displays

IntertechPira has announced availability of a new report on Organic Light Emitting Diodes (OLEDs) entitled “The Future of OLEDs for Lighting and Displays.”  This market and technology report authored by Phillip Wright of WRT Associates analyses the current status and future trends for OLEDs used in display and lighting applications.  The OLED report describes the key drivers and trends for the ongoing development of OLED technology, discusses the applications of OLEDs to lighting and displays by end use product, and provides market forecasts for OLED display and lighting revenues for the next five years to 2014.

As a result of the sustained development efforts on OLED technology, the market for OLED lighting and displays is poised to grow from $615 million in 2008 to more than $6700 million in 2014, reflecting a compound annual growth rate of 44%.  The OLED report will be of interest to individuals and businesses that are seeking to update their knowledge of Organic Light Emitting Diodes (OLEDs) and answer questions concerning this important emerging technology.

Consumers are eagerly awaiting televisions and mobile phones with brilliant, and low power consumption, OLED displays.  OLED lighting is just now coming to market offering lighting designers and the lighting industry new lighting efficiency and design freedoms.  The OLED report addresses many key questions concerning the OLED industry, markets and technology:

  • What barriers must be overcome to bring affordable products with OLED displays to consumers?
  • When will these barriers be surmounted?
  • When will OLED lighting begin shipping in lighting applications?
  • What are these OLED lighting applications?
  • What challenges must OLED lighting and displays overcome to reach market and gain market share from incumbent display and lighting products?
  • What alternative lighting and display technologies will compete for market share with OLEDs?
  • Who are the players in the OLED industry today and what will the competitive landscape look like in 2014?
  • What are current OLED display revenues by product application and how will they grow in future?
  • When will OLED lighting reach the billion dollar revenue mark?

IntertechPira’s new report, “The Future of OLED Lighting and Displays,” answers these questions about OLEDs and provides the reader with a thorough overview, status and analysis of the OLED industry and markets.

Take a look at a slide presentation or a webinar introducing the new OLED report.  Let us know your thoughts on the evolution of OLED technology and markets.

LED TVs – What Are They and What Will They Do for the Environment

After attending the LG, Samsung and Toshiba press conferences at CES today it was even clearer that LCD TVs with LED backlights will soon dominate the television market.  Scott Ramirez, Toshiba VP of TV Marketing went so far as to suggest that in 2012 there may be no cold cathode fluorescent (CCFL) backlit TVs in the Toshiba lineup.

While organic light emitting diode (OLED) TVs are still a good distance from the mass market, LCD TVs employing LED backlights which are often inaccurately called “LED TVs” are being widely introduced and bring along several important display performance and environmental benefits.  Key LED-backlit LCD TV design and performance attributes are slim design, improved contrast ratio when combined with local area dimming, and substantially reduced power consumption.

Although the press conferences did not emphasize reduced power consumption, slim designs and extreme contrast ratios were underscored by all presenters.  Samsung for example showed their 9000 series TV that at only 0.3 inches thick was claimed to be “pencil thin.”

While fashionable thin designs and excellent display performance will likely catch consumers’ attention on the CES show floor tomorrow, the low power consumption and elimination of mercury-containing CCFL backlights will pay continuing environmental dividends as LED back-lit sets come to dominate the television market.  One of my objectives tomorrow when the CES show opens is to meet with LCD TV manufacturers and ask them to quantify the environmental benefits of their latest products.  It will be interesting to see if the greener characteristics of the new LED backlit LCD TVs are an important selling point for set manufacturers.

Klipsch Shines – An Audio and Solid State Lighting Solution

At last evening’s “CES Unveiled” press event at the 2010 Consumer Electronics Show in Las Vegas well known audio equipment maker Klipsch Group, Inc. unveiled their LightSpeaker System.  The LightSpeaker System (below) combines wirelessly connected loudspeakers with an LED solid state lamp that can be retrofitted in a conventional ceiling can by simply screwing the unit into the Edison base lamp socket.

Light-Speakers-System

The wireless base station can connect up to two audio sources such as an iPod or compact disc player.  The wireless transmitter’s 2.4GHz technology handles up to eight LightSpeakers providing for stereo sound in multiple rooms and the user can set up two separate listening zones. The transmitter or remote will control the sources, zones, lighting levels and volume.  The LED bulb is rated for 40,000 hours of use and Klipsch claims the LightSpeaker reduces lighting expenses by 80 percent, using 10 watts to produce light that’s bright enough to replace up to a 65 watt bulb. (We will try to determine whether actual lumen output of the LightSpeaker is comparable to a 65 watt reflector bulb often used in ceiling cans as we do not expect that the US DOE Caliper program will get around to testing the LightSpeaker in the very near future).  Further adding to the LightSpeaker’s green credentials, Klipsch points out that the LightSpeaker LED bulb contains no mercury as do compact fluorescent lamps.

A basic LightSpeaker system consisting of two LightSpeakers, a transmitter, radio frequency remote, mini jack to RCA plug cable, lenses and trim, retails for $599.  Additional LightSpeakers are available for $249.  Although this may seem pricey, Klispsch makes several points in the graphic below concerning the cost effectiveness of their new product.

LightSpeaker Callouts

Klipsch also point out that installation and set up are quick and easy, and that homeowners can take it with them if they move.

While it’s too early to say if the LightSpeaker will catch on in a big way, it is easy to see that smart companies like Klipsch are exploring products that provide consumers convenient solutions for old problems while offering greener products as well.

Life Cycle Assessment – The View of Things to Come

Many observers question marketing claims being made for green or environmentally responsible products.  The sometimes extravagant and careless way in which green products claims are made drives skepticism and begs questions concerning the actual environmental benefits to be achieved versus extra costs consumers may be asked to pay.

In our recent efforts for clients on cleaner, greener displays and solid state lighting, we have found that Life Cycle Assessment (LCA) methods for determining and making comparisons of energy consumption, carbon footprint and environmental impact are quickly becoming the norm.  We expect that LCA methods and reporting will soon be broadly appreciated by consumers and used as the basis for purchase decisions.

The summary of a recent study released by Osram (Note: PDF) comparing the environmental impact of incandescent (denoted GLS), compact fluorescent (CFL) and light emitting diode (LED) light bulbs (lamps) exemplifies this move to the LCA approach.  Osram is a manufacturer of all three bulb types and thus is in good position to perform such an analysis.

Osram Parathom A55 photo and schematic

The particular lamp models chosen for the analysis were selected to have comparable lumen output and form factor, and color rendering index > 80.  An important distinction between the lamp types was product lifetime that ranged from 1,000 hour (incandescent), 10,000 hour (CFL), to 25,000 hour (LED).  The aim of the Osram LCA was to analyze the environmental impact of an LED lamp over its entire lifetime – from raw materials, to end of life disposal – and to compare that impact to CFL and incandescent lamps.  The overall life cycle impact was analyzed as illustrated below:

Life Cycle Assessment

The LCA was divided into five stages – raw material production, manufacturing and assembly, transport, use, and end of life.  The life cycle analysis comprised not only resource consumption and primary energy input, but also six environmental impacts including acidification, eutrophication, greenhouse gas emissions, photochemical ozone creation, resource depletion, and toxicity.

Over the entire life cycle of the lamps, including manufacturing, use, and end of life, the Osram study found that for all three lamp types the use phase dominated the manufacturing phase in terms of energy consumption as shown below.

Primary Energy Demand

The other six environmental impacts followed roughly the same pattern as primary energy demand for the three lamp types.  The study concludes that less than 2% of the total energy demand is needed for production of the LED lamp, and that the other six environmental impacts for LED lamps were very similar in degree to those of CFL lamps.  Osram claims that the study “has dismissed any concern that production of LEDs particularly (sic) might be very energy intensive.”

The Osram LCA of the three lamp types points out that LED and CFL lamps are comparable today in their overall environmental impact, and that both CFLs and LEDs are superior to incandescent lamps.  Osram also makes the case that LEDs have the potential for further improvements in performance (~2x) as compared to mature incandescent and CFL lamp technologies.  Although proper recycling of lamps was discussed in the summary of the Osram LCA, the toxicity of the mercury (Hg) content of CFL lamps and of mercury releases from coal-fired electricity consumed during all lamp manufacturing and use were not explicitly mentioned in the summary of the Osram LCA.

Taking the results of the Osram LCA at face value, we conclude that efforts in various countries to ban incandescent lamps may indeed lead to significant environmental benefits.  While some lighting consumers still complain of deficiencies in CFL lamps, they clearly yield energy savings that will pay for the somewhat increased cost of CFL lamps.

What is not yet as clear are the economic benefits of LED lighting to the broad range of lighting consumers.  A check on the web reveals that the Osram Parathom 8 W lamp sells for $54.  This is a high cost for lighting consumers to pay for a lamp rated to last 2.5x as long (25,000 hours) as a comparable CFL lamp and having a comparable environmental impact.  In their LCA, Osram points out that future improvements in LED lamp luminous efficacy of perhaps 2x are to be expected.  We also hope to see price reductions that will make LED lighting still more attractive as manufacturing technology improves.

With LED lamp lifetime of 25,000 hours today and perhaps 50,000 hours or more in future, consumers may think differently when purchasing light bulbs.  If LED lamp prices stay relatively high but LED lamps offer long term energy savings that offset their cost, consumers may feel they are making an investment in their future when buying bulbs.  However with high-priced, long-lived bulbs new business models may emerge.  Consumers may wish to trade in used lamps with say 25,000 hours of life remaining.  Or hand down long lived lighting to their descendants.  Perhaps a key upside to the adoption of greener and more energy efficient solid state lighting will emerge as consumers pass down their light bulbs to successive generations that live on a cleaner, sustainable earth.

New OLED Lighting Products Reaching Market – Global Competition Looms

In 2009 Philips and now OSRAM have launched new Organic Light Emitting Diode (OLED) lighting products extending their efforts to deliver greener, energy efficient lighting.  Philips’ Lumiblade lamp and OSRAM’s new ORBEOS lighting panel are the first commercially available OLED lamp products offering lighting designers the opportunity to explore and adopt this new form of light source.  The ORBEOS OLED panel (below right) has an 80mm diameter lighting area, is 2.1 mm thick, and offers a luminous efficacy of 25 lm/W.  ORBEOS lamp

Now that we have a number of OLED lamps of various shapes and sizes, it will be interesting to see if lighting designers respond with creative yet saleable OLED lighting fixtures.

OSRAM have set out their case for OLED lighting in an interesting slide presentation (Note: PDF).  Included in their presentation are several OLED lighting fixture designs (examples below) that were entries in the 2009 PPML OLED design contest.  The PPML OLED design contest provides a useful glimpse of designers’ ideas on applying OLED lighting.  OSRAM’s presentation includes a slide describing their market development outlook for the OLED market for high end to high volume applications from 2009 through 2016 and beyond.  And this is where it gets interesting.

ORBEOS fixtures

OLED lighting research and development have been ongoing in Europe, the US, and Asia since early in the present decade.  European lighting firms Philips and OSRAM are working in government sponsored consortia with European universities and supply chain participants (BASF, Merck, Applied Materials, Novaled and others) to commercialize OLED lighting and reach mass production scale.  Corresponding efforts have been ongoing in the US under the auspices of the US Department of Energy’s Solid State Lighting Program.  Japan has a number of firms conducting OLED lighting materials and device development with companies including Lumiotec and Konica Minolta planning to begin mass production of OLED lamps in 2010 and later.  Until recently, the South Korea OLED display leaders Samsung and LG have not appeared to be addressing the OLED lighting market.

This situation is changing.  Samsung Mobile Display in 2009 has begun showing lighting prototypes as shown in the photo below (left) from the May 2009 SID conference.  Moreover, LG Chem has also begun to show OLED lighting panel prototypes (below right) and is reported to have plans to begin OLED lighting mass production in 2010 or 2011.

Samsung and LG OLED Lighting

The competitive landscape for OLED lighting is beginning to take shape.  Multiple European and Asian firms are taking a firmer position on OLED lighting mass production.  The US DOE program has identified the manufacturing issues for OLED lighting mass production in its September 2009 Solid State Lighting Manufacturing Roadmap.

Although some large US headquartered companies including Kodak and GE have substantial OLED lighting related R&D programs, only GE has stated an intention to enter OLED lighting manufacturing.  Looking forward, we see a bright future for efficient solid state lighting.  And we will be looking to the above mentioned industry leaders and their supply chain partners for further progress toward mass production of OLED lighting.

Insight Media Issues 2009 Green Display Report: The Business Threats and Opportunities of Green Displays

Insight Media have announced availability of their 2009 Green Display Report addressing the business threats and opportunities arising from current concerns about display properties including power consumption, recycling, hazardous materials, as well as consumer and regulatory interests.  The 2009 Green Display Report was authored by Phillip Wright of WRT Associates and Ken Werner of Insight Media.  The 2009 Green Displays Report analyses the great range of environmentally important factors affecting the $100 billion global market for flat panel displays used in televisions, computer monitors and notebook PCs.

The Green Display Report also describes some of the findings of the first ever Green Display Expo held October 27, 2009 in Washington, DC.  The Green Display Expo brought together a core group of display industry participants from consumer electronics, professional AV, display manufacturing, regulatory and labeling agencies, and recycling constituencies to discuss the latest trends in green displays.  Phillip Wright of WRT Associates presented at the Green Display Expo on the topic of “Defining Display Greenness: Why it Matters for Consumers, Manufacturers and Regulators.”  Dr. Wright’s Green Display Expo presentation addressed the fundamental questions facing display users, manufacturers and regulators:

  • Why do we care about green displays?
  • What makes a display green?
  • Where are we today?
  • Where do we go from here?
  • How will we know when we get there?

Take a look at the slides, decide for yourself if we have captured all the factors that constitute a green display, and let us know if we missed any.

Realizing Energy Savings from Lower Power Televisions

Phillip Wright of WRT Associates recently gave a presentation entitled “Realizing Energy Savings from Lower Power Televisions” and contributed to a panel discussion on “Key Trends Driving Future Product Development” at the DisplaySearch TV Ecosystems Conference in San Jose, CA.  WRT Associates and Livingston Energy Innovations are currently collaborating to draft and make available a white paper on the same topic in the very near future.  For an early look at some of the main points of the white paper take a look at Realizing Energy Savings from Lower Power TVs.

In his talk, Dr. Wright outlined the potential for energy savings enabled by the lower power consumption televisions that are now coming to market with features including LED backlights, ambient light and user presence detectors, and “smart” power management features.  The presentation on energy saving televisions reported on today’s energy consumption status and proposed a product, technology and policy roadmap showing where we are today, where we are going, and how we can come to realize significant energy savings from televisions.

In addition to reporting how TVs fit in the consumer electronics “big picture,” Dr. Wright cautioned that the current trend to Screen Convergence – users increasingly viewing larger screens and simultaneously watching multiple displays for longer periods at work and at home – could drive increased energy consumption even with the trend to lower power consumption sets.  The roles played by upcoming Energy Star 4.0 and 5.0 TV specifications for voluntary Energy Star labeling, and the efforts of the California Energy Commission (CEC) to enact mandatory power consumption requirements for TVs will also play a part in the Television Energy Savings Roadmap.  Take a look at the proposed road map and let us know your opinions on the future directions to be taken by television technologies, products and policies.

WRT Associates Announces New Report on Green Photonics: The Role of Optoelectronics in a Sustainable Future

WRT Associates (www.wrtassoc.com) announces the availability of a new report entitled “The Role of Optoelectronics in a  Sustainable Future.”  This report was authored by Phillip Wright, Ph.D., Chief Analyst and Managing Director at WRT Associates,  LLC, and Consultant with the Optoelectronic Industry Development Association (OIDA).  The Green Photonics report package is being made available through WRT Associates, LLC with the cooperation of OIDA.  The table of contents, lists of figures and tables, and an excerpt of the Green Photonics report is available here: Excerpt The Role of OE in a Sustainable Future.

The Green Photonics report provides a detailed analysis of the role of optoelectronics components, modules and solutions for product applications that generate or conserve energy, reduce greenhouse gas emissions, reduce pollution, yield an environmentally sustainable outcome, or improve public health.  Product applications and markets covered in the report include photovoltaics, solid state lighting, ultraviolet disinfection, optical data transport and processing, optical sensors, low power displays and green optoelectronic manufacturing.  The global optoelectronics market for 2008 was $356 billion.  The green photonics share of the global optoelectronics market is estimated to have been 8.1%, or $28.9 billion in 2008.  Green photonics technology is already making an impact.  This impact is expected to accelerate quickly over the next decade.  The compound annual growth rate (CAGR) for global optoelectronics for 2009-2020 is forecast to be 3.1%.  The green photonics share, however, is expected to grow at a very encouraging 19.6% annually.  These growth rates translate into $493 billion in revenue for optoelectronic components by 2020, of which $261 billion (or 53%) will be the green photonics market share.  Near term, the overall global optoelectronics market is forecast to decline by 1.4% in 2009, while the green photonics market is expected to  grow 26.5%.  The Green Photonics report provides a comprehensive overview and forecast of market opportunities and growth for optoelectronic technologies in the new green economy.

WRT Associates are making the Green Photonics report available in a package with 2 hours of consultation with the author to discuss the contents of the report and related topics.  Consulting conferences can be held by phone, web conference, or at the  customer’s site at added expense.  The report will be delivered electronically in PDF file format and is available now for $995 by emailing info@wrtassoc.com or by calling +1-970-219-8800.