king at performance in 1H22, Tre

2021/05/21

Looking at performance in 1H22, TrendForce indicates, despite the gradual recovery of demand in Europe and the United States, the Russian-Ukrainian war continued to drive raw material pricing upward and exacerbate inflation, in turn suppressing demand in the consumer market. LEDs: Are you also pursuing things like the integration of some part of the driver electronics more closely with the LED? Where and why is Lumileds finding CSP success? All rights reserved. Our customers and partners know this, but I can understand how general readers might misinterpret our quietness. Number one of course is that while automotive is an important segment for us, we are not focusing on automotive at the expense of the other segments. As youd expect, we have development activities that are directly supporting our micro LED innovation. And the fourth segment is our illumination business, which is architectural lighting, human-centric lighting, and horticulture, etc. The transaction was completed in July 2017, under customary closing conditions, including the relevant regulatory approvals.

The technological hurdles are quite high, so that creates barriers to entry. The special QFN platform of the LEDs enables customers to perform particularly simple thermal management. automotive We performed a side-by-side evaluation of 10 LEDs each of the competitors 3030 LEDs (Fig. Material choice also affects the number of reflow steps required to complete assembly and packaging to the PCB as well as the LEDs ability to maintain color and flux consistency over time and use. Shatil Haque, Chief Operating Officer Its a sector in transition.

But frankly I was surprised you mentioned display. Navigating these challenges with a company that has an amazing foundation and ensuring that were on a growth trajectory is normal and weve focused on that but this has not been a normal fourteen months. The Oslon Black Flat X familys leadframe package also achieves a lower thermal resistance (Rth) than the leading ceramic packages in this context to date. Our benchmark tests indicate that while some LEDs have very similar appearance and flux, superior materials and design correlate with color stability and reliability. Youd expect a CEO to make that claim, but in Lumileds case, we have people that are the inventors and innovators of both the technology and the development of the markets we compete in. Roney: We dont think about any of the specialty segments as point-in-time opportunities. Visit our digital magazine for more like this>>, https://www.facebook.com/LEDsMagazine?fref=ts, https://www.linkedin.com/showcase/leds-magazine/. So were seeing it in all kinds of areas, whether its certain of our electronic components that we buy to put into Level 2 systems as well as sub-components that go into LED products or even some raw materials.

In fact, were celebrating that in Germany our first LED headlight retrofit bulb was just approved as road legal for aftermarket replacements. In addition, due to the impact of the pandemic in China, the industrial chain in some cities has experienced interruptions and outright disruption with a scope of influence enveloping industries such as electronics and automobiles, inflicting a certain degree of collateral damage on supply and demand in the LED market.

These applications are solving real-world equity issues and enabling some people to eat fresh food. [2] In October 2015, Financial Times reported that the Committee on Foreign Investment in the United States (CFIUS) regulatory body may block the $2.9B deal owing to fears of Chinese subversion of the US high-tech sector. wafers and learned a lot from that.

In addition to the market-leading brightness of typ. Matt Roney: Thanks, Maury, its nice to meet you, virtually, and to share a bit about me and Lumileds. And then they managed the shutdown and restart of our operations for operations that don't get shut down very often, especially without lots of planning. LEDs: What kind of transition challenges have you found since joining Lumileds?

The Oslon Black Flat X family will start with a 1- and a 2-chip version.

Samsung LEDs PixCell LED has also been successfully integrated into the Tesla Model 3 and Model Y, boosting its automotive LED revenue growth to as much as $121 million with market share expected to increase to 3.4%. Likewise, the fact that you haven't seen a lot about pixelated headlights when in fact we do have configurable ADB arrays with our Neo Exact MxN product line, and we do it in a really unique way that others cant.

Dont fall under the spell that maturing LEDs are 'good enough' for your application.

One of the interesting things about automotive lighting is that the technology youll see on 2022 model year cars was probably planned two or more years ago. MAURY WRIGHT interviewed relatively new Lumileds CEO Matt Roney and explored the new vision at one of the oldest LED companies and how the SSL transitioned has played out across application segments. Roney: CSP has a place in high-power lighting. You asked about what led me to this industry and this company at this time; the answer is pretty simple. Trendforce commented, It is worth mentioning, benefiting from European customer orders, Dominant has the highest annual revenue growth out of the top ten companies in the industry at 46.3%..

Among the 2021 revenue rankings of automotive LED manufacturers, the top three companies remain ams-OSRAM, Nichia, and Lumileds. We havent had the chance to talk before or meet during the pandemic year, so what I know about you is really limited to Lumileds press releases. Together with a special TiO2 encapsulation, the black package of the LEDs delivers high contrasts of 1:200. Roney: There are four really important segments that we play in and they all play critical roles in our business. The Oslon Black Flat X is currently the brightest LED available on the market for standard low and high beam solutions for automotive front lighting. It is worth mentioning, benefiting from European customer orders, Dominant has the highest annual revenue growth out of the top ten companies in the industry at 46.3%, For more information on reports and market data from TrendForces Department of Optoelectronics Research, please click here, or email Ms. Grace Li from the Sales Department at graceli@trendforce.com, For additional insights from TrendForce analysts on the latest tech industry news, trends, and forecasts, please visit our blog at https://insider.trendforce.com/, 2022 TrendForce Corp. All rights reserved, 2020-2021 Global Automotive LED Product Trend and Regional Market Analysis. Or perhaps are you talking about emerging applications such as self-emissive displays? From the revenue ranking of LED manufacturers, most constituents benefited from the rebound in market demand and showed significant revenue growth with the top three manufacturers accounting for 29.5% of the market. But the future of displays direct view with micro LEDs, AR, XR, and head-mounted displays thats being created inside Lumileds as we speak. Lumileds was formed in November 1999 as a joint venture between Philips Lighting and Agilent Technologies. I am drawn to highly technical companies in complex operating environments with innovation as a driving force, and Lumileds has it all. Can you tell us what led you to the semiconductor and lighting space, and Lumileds in particular? When I talk about transition and transformation, I also consider the cultural integration of those two businesses. LED manufacturers understand that most of the long-term electrical failures and/or color shift in LEDs are caused by weak spots in LED package design not the LED chip itself. After the second reflow to attach the package to a PCB, we performed standard sulfur testing using JIS C 60068-2-43, a test condition Lumileds developed to verify mid-power product robustness in sulfur environments. This site requires you to register or login to post a comment. That's got its own unique go-to-market channel. Roney: Automotive has a couple of things going for it, particularly if youre a leader in the industry. [12], Duncan Robinson, "US may block Philips $3bn Lumileds sale", FT.com, October 26, 2015, Committee on Foreign Investment in the United States, "Philips takes control of LED maker Lumileds", Go Scale to fund Philips lighting components buy with $1.93 billion in debt, Reuters, 27 May 2015, Philips Calls Off Sale of Controlling Stake in LED Business, New York Times, 22 January 2016, "Concern Grows in U.S. Over China's Drive to Make Chips", "Lumileds Officially an Independent Company as Funds Affiliated with Apollo Global Management and Philips Complete Transaction", "Lumileds Is Lighting the Path to the Future with Intellectual Property Law", "Lumileds LED Lighting | LUXEON LEDs | LED Lighting Solutions", "Lumileds Experiences Significant Growth in Automotive Lighting Sector", "Lumileds' Luxeon C Color LED Light Sources Streamline Color Mixing", "Times Square New Year's Eve - Official Site - About The Ball", "Epistar settles LED patent lawsuit with Philips", https://en.wikipedia.org/w/index.php?title=Lumileds&oldid=1095644113, Manufacturing companies established in 1999, Manufacturing companies based in Amsterdam, Short description is different from Wikidata, Creative Commons Attribution-ShareAlike License 3.0, Matt Roney replaced Jonathan Rich as CEO October 1st 2020, This page was last edited on 29 June 2022, at 14:25. In addition, were working on micro LEDs for fully pixelated headlights. [10], Lumileds LEDs are used in the Bridge of Peace, an illuminated pedestrian bridge in Tbilisi, and in the Times Square Ball made by Waterford Crystal. Coincident with the Trendforce report, ams Osram has unveiled what it calls the brightest LED currently available on the market for automotive front lighting. Today youll find us in driver monitoring systems, drones, security monitoring, park distance control, and more.

LED B (Luxeon 3030 HE Plus) (Fig.

Roney: We do have a portfolio, as I think youd expect, for both IR and UV. It has really been a remarkable accomplishment as a company. Maybe in the auto sector it wasnt as far along as it would be in the general lighting sector, but the solid-state lighting transition was pretty much a done deal. The auto market is strong but also supply constrained right now. Ultimately, it too will contribute to our sustainability efforts. Apollo bought them both.

The LED chips are connected to a leadframe using silicone glue or solder in a plastic leaded chip carrier (PLCC) package. The company, our people, really know how to manage through change and transition. [7], The company sells products for automotive, illumination and specialty applications,[8] with automotive lighting comprising 60% of its sales in 2015. This demonstrates that LED headlights and automotive display LED products remain the main driving force for growth in the automotive LED market. Bright lights, big sales: automotive LED manufacturer ranking 2020-2021 ($ millions). We still have some data from our Strategies Unlimited reports that is an indicator of your packaged LED revenue. We will continue to invest and grow in each of those. Ultimately, 2 of the 10 LED A test parts showed die-attach solder point deformation (see nearby table).

Relying on the high brightness and compact size of its WICOP product, Seoul Semiconductors penetration rate of the automotive headlight market has reached 10% and WICOP has been adopted by car manufacturers including Changan Automobile, SAIC-GM-Wuling, and Nio. Datasheets for both manufacturers LEDs detail that exposure to three reflow cycles is acceptable. I thought the backlight market had been conceded to suppliers in Asia. So our display innovations in the mid-2000s led the way for todays backlight market that largely served out of Asia. Lumileds has a very long history traversing the transition in lighting from conventional sources to LEDs. What is the significance of the horticultural market for Lumileds? We were the first to make the transition to 6-in. Phosphor conversion not only allows some unique lighting approaches, like our Luxeon Fusion, it supports lighting that is higher in quality, delivers more light, and is more efficient. Revenue is forecast to reach US$155 million with a market share of approximately 4.4%. They all play equally important roles for us in terms of relative size, growth, priorities, and investment and in product portfolio going forward.

Steve Barlow, President, Automotive BU Roney: Well, there are still an awful lot of sockets out there that have conventional bulbs.

They navigated the complete shutdown of the automotive industry for a few months. Lumileds was first to announce CSP LEDs at Strategies in Light back in 2013. The leadframe, which can be epoxy molded compound (EMC) or thermoplastic polyester (PCT), provides the electrical connection, reflectivity of the LED light, and thermal dissipation. Two is the quality requirements are very high, as are the qualifications for design-in and qualification into a setmaker's portfolio.

LEDs: With regard to the specialty segment, the flash application doesnt surprise me because the mobile device manufacturers demand great performance out of LEDs for camera flash.

It is worth mentioning that Samsung LED's horticultural lighting orders also showed rapid growth, driving its whole lighting LED business revenue to rank first in the world.

Should I assume you have such R&D underway even if its not very evident?

Lumileds operates as a private company, having funds affiliated with Apollo Global Management. LEDs: As a private company, Lumileds doesnt report revenue or financial details from your different business segments. Jan Paul Teuwen, Chief Financial Officer In addition, benefiting from orders for horticultural lighting and infrared sensing, its revenue ranks second in the world.

Imagine the innovation you might see on a 2024 car thats already been baked in. Those were two separate divisions inside of Philips that were carved out and put together as one company.

Mei Yi, product & marketing manager, Lumileds, Enjoyed this article?

The last takeaway is that innovation in the LED space is far from over.

LEDs: In terms of the LED transition, in general I would say the LED industry was pretty far through that transition when you came aboard. The fact that you don't see us talking about micro LEDs for display or augmented reality does not mean that that we are not deeply engaged.

So those things make it very attractive for us and other leaders in the industry.

I found Lumileds to be a fascinating company with this long, rich history of innovation and technological firsts.

Oslon Black Flat X is currently the brightest LED available. COVID got thrown on top and the employees really stepped up. LEDs: With regards to micro LEDs, when you say across the value chain, what do you mean?

So, unless you are engaged with certain mass transfer providers, you really can't become an epi wafer supplier.

This year, ams-OSRAMs automotive LED revenue grew rapidly and has an opportunity to reach US$1.304 billion by years end for an annual growth rate of approximately 40.9%.

LEDs: You mentioned automotive as an area where you dont necessarily reveal details of your work. Its something Ive done in a number of industries and in different circumstances, including private equity ownership. 1, bottom).

There was a lot of talk back 56 years ago about CSP taking over the SSL market. Roney: Yes, it is, and also having that in-house phosphor capability. But can you share some relative indicators on the size and growth potential of your different businesses? We think theres a finite future in that approach. LEDs: You mentioned micro LED earlier, but I havent seen any announcements from you on that subject. The leadframe-based components offer market-leading brightness specially developed for use in low beam and high beam solutions in cars. Depending on the system, heat sinks can be significantly reduced in size or even eliminated altogether. Further taking into account features popular in the current market such as HDR, local dimming, and wide color gamut shows that automotive LED market demand will maintain a rapid growth trend in the next five years.

wafers.

I think the second thing that should be clear is that Lumileds hasn't gone away. Whats probably less well known is the depth of analysis we undertake to better understand the science of LED performance. Roney: When Apollo bought Lumileds, they bought two pieces from Philips. So, its the chips that get the headlines, but the entire supply chain is strained. Fulfilling the promise of LEDs is not yet complete, in my opinion. UV is an interesting place, too. Samsung LEDs PixCell LED has also been successfully integrated into the Tesla Model 3 and Model Y, boosting its automotive LED revenue growth to as much as US$121 million with market share expected to increase to 3.4%. LEDs: How has COVID-19 impacted Lumileds? After the exposure, the test lab performs cross-section and scanning electronic microscopy (SEM) imaging of failed devices. We were interested in exploring the reliability of new LEDs with similar datasheet specifications and their potential for electrical failures.

I think youll find that most if not all of the primary LED providers to the OEM auto manufacturers use CSP.