“In 2011, LED TV was expected to be the LED industry driver, but the reality was quite different”, said Pars Mukish. And in fact, packaged LED volume was about 30% lower than expected, with revenue shrinking due to strong ASP pressure. “In 2012, most companies have moved to the new “El Dorado” of the LED business: General Lighting, which represents the next killer application for LEDs,” Mukish added. “But enabling massive adoption of the necessary technology for such an application still requires a large decrease in the cost of LED-based products”. Specific to UV LED, it now generates several tens of $M despite its smaller market potential; meanwhile, OLED is positioning itself to be a strong competing technology beginning in 2015.
Taking place at the Novotel Ambassador Gangnam Hotel, Yole Développement’s event offers a promising program: the morning session will be dedicated to the LED industry, covering everything from substrates to lighting applications. Presentation topics include:
Overall LED market and industry status
Sapphire, SiC, Silicon, AlN: what will future LED consist of?
Front-end and packaging manufacturing technologies + new challenges
Reverse engineering and costing results for some of the best-known packaged LED
Demonstration of LED CoSim+, a reverse costing simulation tool
The afternoon session will focus on Power Electronics. With an expected -20% negative growth in 2012, the Power Electronics industry is now looking for new applications powered by new technologies. During the session, titled “Will wide bandgap technologies erode silicon’s monopoly?”, speakers will review 2012 and discuss how innovation in semiconductor devices will open doors to a brighter future, driven by green-tech demand. Presentation topics include:
Overall Power Electronics market and technologies: How IGBT, SJ MOSFET, SiC and GaN will shape the Power industry
Focus on SiC: PV inverters have started massively adopting SiC. Why is this and what’s next?
Focus on GaN: 200V today, 600V tomorrow? What impact and what technology roadmap?
Reverse engineering and costing results for some of the most recent WBG devices: EPC’s GaN HEMT & Cree’s SiC MOSFET
Demonstration of Power CoSim+, a reverse costing simulation tool