UV LED market

How GaN and AlN technologies will challenge the traditional UV lamp businesses and open new markets

Publication Date	February 2009
Publisher	Yole Développement
Product Type	Report
Pages	141
ISBN Number	not applicable
Product Code	YOL00105

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Summary

UV LEDs challenge the traditional $500M UV lamp business

UV business is a market of about $500 million with traditional UV lamp technology.

Thanks to its compactness, lower cost of ownership and environmental friendly composition, it is expected that UV LED will replace traditional lamps and also will open the door to many new applications, especially portable ones.In 2008, LEDs in the UV A/B spectrum were the dominant device in the sub-400nm applications.

More than 90% of the UV LED market (outside of R&D) was covered by UV curing, counterfeit detection, medical and instrumentation applications requiring UV A/B sources. The remaining 10% was allocated to Air & Water purification with again a great portion of UV A-based LED source for photocatalytic air purification. UVA (400 - 315 nm light wavelength) business is currently the main UV LED market and will remain so for at least the next 4 years (Fig. 1):

about 90 % of the market in 2008
about 70 % of the market in 2012

Key applications for UVA are UV curing, document/banknote verification, photocatalyst air purifier, medical phototherapy.

Among those, the most dynamic and important UVA lamp market is the UV curing business where UV LED can definitely compete with traditional mercury lamps:

Market size is big ($120M) and with growth of about +10 % due to the advantage of UV curing technology over traditional technology (speed, green coating).
Many new players have emerged over the past 5 years at the system and LED packaging level
The power output available has greatly increased and several Watts / cm will be available in 2009-2010.

The first UVC LED applications are mostly for scientific analytical instruments.

It is expected that the first large-scale sales for the disinfection market will appear in 2010 on existing markets and also new Point of Use or portable applications where compactness is a key issue.

Growth of the UVC market is strongly connected to the availability of AlN bulk substrates that could theoretically multiply by 100 the LED chip optical power output. Several players expect to provide AlN wafers in volume at the end of 2009.

Hence, time to market for UVC applications based on AlN would probably be in 2011-2012.

We also observe a strong trend where AlN companies are now extending their activities to UV LEDs to capture more addedvalue along the supply-chain.

According to the high potential UVA LED business in UV curing, augmented by the growing market demand in water & air disinfection, we forecast a cumulated $250M UV LED market in 2015.

This report presents the detailed major market metrics of the current traditional UV lamp business, describing the targeted applications, the key players, the volumes and related market size of each segment.

It gives the possible total accessible market for UV LED, highlighting the strengths and weaknesses of this technology over the current established products.

It describes the recent progress in AlN single-crystal substrates as well as the UV LED performance roadmap.

Companies cited in the report

Acerde, Agilent, Air Oasis, Airwise, Aller Air, American Air & water, Aquafine, Aurora UV, Avantes, Bellcon, Bioteck, Carrier, Clearstone, CoolLED, CREE, Crystal IS, Culligan, Daikin, Dieau Edafim, Eco RX, Electrolite, espring, Eurika Forbes, Fairfield Crystal Technology, Fox Group, Fujitsu, Furukawa, Fusion, GE lighting, Giesecke & Devrient, Hangzhou Bright Group, Hanovia, Heraeus Noble light, HexaTech, Hoenle, Horiba Jobin Yvon, Hydrophoton, IST, Jenton International, Kyma, Luminus, Matsushita Electric Works Machine & Vision, Meridian design, Mitsubishi Chemical, Molecular Devices, Nanobreeze, National Biological, N-Crystals, Newport, NGK Insulator, Nichia, Nitek, Nitride Semiconductors, Nordson, NTT , Ocean optics, Opthera,OSIM, Osram, Panasonic, Perkin Elmer, Philips,Phoseon, Pressure Coolers, Ryobi, Safescan, Schimadzu, SemiLEDs, Sensor Electronic Technology, Seoul Optodevice, Shenzhen Double Power Electronics, Showa Denko, Solarc system, Stellar Net, Steril Aire, Sumitomo Electric Industry (SEI), Sumitomo Metal Industries, Summit UV, Sun LLC, Sunpure, Tana Water, TDI / Oxford Instruments, Tecan, Thermo Fischer, Toshiba, Toyoda Gosei, Trojan UV, UV Biotek, UV Craftory, UV integration technology, UV process supply, UV technik, Varian, Waterlogic International, Wedeco ITT .

Content

Glossary
Definition, limitations and boundaries of the study
Executive summary
2007 & 2008 noteworthy news
Recent known funding for UV LED and AlN material companies
Traditional UV lamp business: Applications, players and main market metrics
- The UV wavelengths classification
- UV lamp main applications as a function of the wavelength
- Traditional UV lamps 2008 market segmentation and size
- Traditional UV lamp performance
- UV lamp power : From wall-plug power to the sample irradiation
- Output power as a function of wavelength
- UV power requirements per application and current UV LED positioning
- Traditional UV lamp pricing and current UV LED positioning in $/W
- UV lamp application characteristics, market price and accessibility for UV LED
- UV LED and UV lamp performance comparison table
- 2008 UV lamp market volumes and size split by applications
The UV LED market analysis
- The best conditions for LED market penetration regarding today specifications
- UV lamp to UV LED substitution : a different design approach
- UV lamp vs. UV LED: a different strategy and business model to build
UVA applications
- UVA main applications and niche markets
- UVA applications as a function of the optical output
- power and wavelength
- UV curing
  - The 2 major technical challenges for LED in UV curing: Heat management and light emission
  - How those 2 parameters are optimized by theindustry?
  - UV LED curing main market parameters
  - UV LED curing main market metrics
- Medical phototherapy
- Photocatalytic air purifiers
- Counterfeit banknote detection
- White light LED
- UVA LED industrial supply-chain examples
UVB/UVC applications
- UVB / UVC main applications and niche markets
- UVB / UVC applications as a function of the optical
- output power and wavelength
- UVC main market drivers
- Main challenges for UVC LEDs
- UVC disinfection applications
  - Disinfection requirements : UV dose
  - UVC disinfection requirements
  - UVC water disinfection. Market segmentation
  - Portable and counter top water consumer systems
  - Professional Point of Use (POU) systems
  - Residential & commercial Point of Entry (POE)systems
  - UVC air disinfection
  - UVC residential portable air disinfection
  - UV analytical instruments (spectrophotometers)
- Estimated accessible markets, growth rate, and time to market for UV LED
- UV LED applications roadmap. Time to market
- UV LED market size in M$ to 2015, split by applications, outside of lighting
- Relative market shares of UV LED applications to 2015
- Conclusions
UV LED industry outlook
- UV LED manufacturers: main industrial initiatives
- Major UV LED chip manufacturer locations
- UV LED industrial supply-chain : From substrate to
- LED and modules, a worldwide coverage
- Estimation of 2008 UV LED manufacturer revenues and market shares
- Some known M&A and business agreements in the UV industry
- Spin-off from universities in the UV industry
- Conclusions: UV LED industry status and main trends
UV LED performance roadmap
- UV LED power : some definitions
- From wall-plug power to the sample irradiation
- Example of current main specs of UV A, B and C LEDs
- Main players and state-of-the-art for UV LED
- UV LED technical roadmap (/Pout) : past, present and forecast
- Optical power vs. chip-size and wavelength dependency. Some examples
- Price and lifetime evolution along with wavelength
- Conclusion: Output power and efficiency double every 2 years
Single crystal AlN and AlN epiwafer industry outlook
- Why using bulk AlN to make UV LEDs?
- UV emission wavelength depends on the Al content in the AlGaN alloy
- Major AlN bulk substrate manufacturer locations
- Main companies and state-of-the-art for AlN bulk crystal
- Main R&D labs and state-of-the-art for AlN bulk crystal
- Main players and state-of-the-art for AlN epiwafers and templates
- Example of current available offers for AlN substrates
- Tentative roadmap for 2"" AlN single crystal market
- price & useable area
- Conclusion
General conclusion
- General conclusion: UV LED business, a $1billion
- market?
- Main company profiles in the UV industry p104
- Nitride Semiconductors Co. Ltd; Nichia; CREE; Fox
- Group; SemiLEDs; UV Craftory; Sensor Electronics
- Technology Inc.(SET); Crystal IS ; HexaTech Inc. ;
- Fairfield
- Crystal Technology ; N-Crystals Ltd; University of
- South Carolina
Annexes
- Bulk AlN substrates by PVT: Crucible is a key component
- HT-CVD: From gases to AlN epi-ready bulk wafers
- Tanning market data
- UVC disinfection and purification
- Average UV dose required to inactivate selected pathogens
- Doping of AlN material at NTT (J)
- UV detector market