DISPLAYS AND LIGHTING DRIVING LED MARKET GROWTH

HB LED MARKET  CONFERENCE TRACK

Session 1: Market Overview

Thursday, September 29 9:30--10:15
2010 High Brightness LED Market Review & Forecast

This presentation will provide a review and update of worldwide market developments in HB LEDs in 2010 and 2011.  Top level market growth trends will be discussed, as well as developments in each of the major application areas, including lighting.  In addition, a market forecast through 2015 will be presented.

SPEAKER:
Ella Shum
Director LED Market Research
Strategies Unlimited

As Director of the LED Market Research at Strategies Unlimited, Ella Shum draws upon her LED-related experience, most recently as General Partner at YEBY Associates, a consulting firm specialized in the LED industry.  While at YEBY, she was part of the initial phosphor sales team for Intematix and an early advisor to China’s SSL program.  Other previous positions include Managing Director of the R&D Lab at Emcore where she managed the development of TurboDisc reactors and epi research including LED technology, and Vice President and Chief of Staff at BroadVision Inc.  Shum received her MBA from The Wharton School, University of Pennsylvania and her B.Sc. in Computing Science from Imperial College, London.

Thursday, September 29  10:15-10:55
Keynote Presentation #1: The Outlook for LED Lighting

This presentation will provide a view of the history, challenges and opportunities for LED Lighting, including a look at major trends, applications and markets.

SPEAKER:
Norbert Hiller
VP and General Manager
LED Components, Cree, Inc.
   

Norbert Hiller heads the LED Components business unit at Cree. He joined Cree in 2001 after holding a similar position in LED components and light modules with OSRAM Opto Semiconductors beginning in 1996.  Prior to 1996, Mr. Hiller was a Marketing and Sales Manager for Philip's Optoelectronics Center in the Netherlands, spending several years at one of its German facilities.

Thursday, September  29  11:15 -11:55
Keynote Presentation #2: A Growing Industry Drives the Revival of the Japanese Economy: A Case Study of the LED Lighting Industry

Without the revival and growth of the electronics industry in the Tohoku district, which plays an important role in the Japanese economy, the revival and re-growth of the Japanese economy after the disaster of 2011 would not be possible. This presentation shows a growth strategy and future prospect for the LED lighting industry as a case study of one of the industries that will drive the revival and growth of the Japanese economy.

SPEAKER:
Yutaka Yoshimoto
Director, Information and Communication Electronics Division,
Information Policy Divsion, Commerce and Information Policy Bureau
Ministry of Economy, Trade and Industry 
 

Thursday, September 29 11:55-12:30
Overview of the HB LED Lighting Market in Japan

Under rapid technological innovation and price decline, white LEDs are just beginning to be applied to lighting. In this presentation, the current status and challenges of LEDs for the future lighting market are summarized.

SPEAKER:
Takaaki Maehara
Consultant, ICT and Media Industry Consulting Department, Consulting Division|
Nomura Research Institute

SESSION 2: SSL Industry and Market Trends

Thursday, September 29  13:30--14:10
Solid State Lighting Industry Development Strategies in China

Solid-state lighting has undergone tremendous development in China, with extensive applications, strong co-development opportunities and huge energy-saving potential. SSL R&D and industrialization have received continuous support from the government in China, with strengthened R&D infrastructure, complete industry supply chain, and consolidated downstream applications. China’s 12th Five Year Plan for SSL industry development will also provide major guidelines for the next five years in terms of industry ecosystem cultivation and market transformation policies. This presentation will give an overview on the development status and outlook for the SSL industry in China, in terms of industry landscape, policy trends and future prospects, with special focus on the 12th Five Year Plan for the SSL industry. 

SPEAKER:
Yuan Fu
Manager, Consulting Services Department
China Solid-State Lighting Alliance 

Yuan Fu joined the Beijing New Materials Development Center in 2003 as associate manager of the Research and Development Division. Currently he is the manager of the Consulting Services Department of the China Solid-State Lighting Alliance (CSA), He is mainly in charge of SSL industry research, industry supply chain analysis, market demand analysis, industry competitiveness assessments and customized ad hoc industry research for leading enterprises in China and across the globe. Mr. Fu has deep understanding of the international SSL industry’s development status, technology trends, industry policies and industry IPR strategies. He recently received professional training certification from the Lighting Research Center in the US in recognition of his dedicated work in international SSL testing and standardization.

Thursday, September 29 14:10--14:50
Economics of LED Manufacturing: Yesterday, Today and Tomorrow 

The recent Second Cycle of the LED market led to a 4x increase in global LED manufacturing capacity through sheer scale. However, it may be argued that with combined yields in many cases below 50%, this massive capacity is being used inefficiently. While LED demand is expected to continue rising due to increased penetration of backlighting applications and the onset of lighting, a similar Third Cycle of MOCVD equipment is not expected. Rather, a changing tide in the "yield vs. scale debate" may be anticipated as manufacturers devote more CapEx into increasing the yields and productivity of their existing equipment to increase their return on investment, rather than simply employing more raw capacity. This presentation will discuss the lessons of the past and explore the future of LED manufacturing economics.

SPEAKER:
Jed Dorsheimer
Managing Director, Equity Research, Lighting and Solar
Canaccord Genuity

Jonathan (Jed) Dorsheimer serves as Managing Director, Equity Research, Lighting and Solar, at Canaccord Genuity. By leveraging his knowledge of compound semiconductors and device physics, Jed has differentiated his research from the Street by identifying emerging trends such as Solid State Lighting.  Through bottoms up analysis and tireless market diligence, Jed has built a franchise known for fundamental research and credited with identifying key companies within that show the greatest promise of maintaining or disrupting incumbent technologies

Thursday, September 29 14:50--15:30
Crossover From Display Market to SSL /Accelerating the Time-to-Market 
of LED Lighting

The growing use of LEDs in backlights for LCD TVs and displays has driven the development of innovative technologies for the design and low cost manufacture of highly-efficient light guides.  These advanced optics enable precise control of the uniformity and emission angle of light out of the light guide, while maximizing the amount of light delivered to the viewer.  These proven technologies are being leveraged to accelerate the time-to-market and cost effectiveness of LED-based lighting products.  The combination of high optical efficiencies and precise ray angle control enables lighting fixtures to be tailored to specific requirements while delivering more light exactly where it is desired.  This ability to optimize “application efficiency” reduces fixture costs and lowers energy consumption.

SPEAKER:
John Langevin
Director, Strategic Development, Lighting and Display Technology
Rambus Inc.

John Langevin is Director of Strategic Development, Lighting and Display Technology, responsible for Rambus’ LED lighting business.   Before joining Rambus, Mr. Langevin was vice president of sales and marketing at Luminus Devices, a manufacturer of high power LEDs used in projectors, televisions and light fixtures.  Mr. Langevin has also held executive positions in sales, marketing and business development at TeraConnect, Extreme Packet Devices (acquired by PMC-Sierra, Inc.), Cimaron Communications (acquired by AMCC), and Aware, Inc. 

SESSION 3: New LED Technologies

Thursday, September 29 16:00- 16:25
150 and 200 mm GaN-on-Si LED-Wafers fed into  CMOS- Lines
Offer Next LED- Revolution

Advanced engineering of GaN-on-Si materials has created the next generation of proven base materials for the LED industry. Large-area wafers (150 mm now, 200 mm by the end of 2011) are able to facilitate dramatic cost reduction for LED-chips. Strain-engineering technology has overcome the bowing for large area GaN-on-Si wafers. This makes GaN-on-Si wafers suitable for processing on standard CMOS lines. One further key advantage of Si substrates is a better thermal conductivity resulting in better wavelength homogeneity, i. e. reduced binning. The Si substrate is intrinsically easier to remove than sapphire substrates, enabling high-brightness thin-film LEDs with higher yield and lower cost. Needless to say, Si substrates are much less expensive and face fewer supply constraints and price fluctuations. CAPEX spending can be nullified using existing CMOS foundries to have LED-chips made on large area GaN-on-Si. 

SPEAKER:
Erwin Ysewijn
Vice President
Azzurro

Erwin Ysewijn started his marketing and sales career in 1989 working at Hitachi Semiconductors headquarters in Tokyo getting familiar with Japanese and international business culture. His main task was market development for power semiconductors such as IGBT, discrete and modules, POWERMOSFET and GaAs devices for the K/KU-band DBS applications. Since then he has spent most of his time in large parts of Asia, covering among others, Korea, India, Taiwan and China, working on marketing, sales and strategic M & A projects. In his last position before joining AZZURRO he headed global marketing activities at Lantiq.

Thursday, September 29 16:25-16:50 
Tunable High-Quality White light Through Quantum Dot Technology

 Quantum dots demonstrate several unique advantages compared to conventional phosphors for LED-based white light generation, including broad absorption, narrow emissions, and decreased self-absorption in the green/yellow region. To compete with traditional phosphors in LED lighting applications, quantum dots need to pass several key hurdles such as resistance to thermal/photo degradation, minimum scattering and self-absorption losses and ease of delivery. In this presentation, a new class of low-self absorption quantum dots or LR dots and their applications to produce warm white lights with high CRI will be described. The physical properties of these materials and their performance in LED lamps or fixtures will also be discussed.

SPEAKER:
Kai Su
Chief Technology Officer
NNCrystal US Corporation

Dr. Kai Su joined the Advanced Ceramic Program, Dow Corning Corporation in 1995. During his career at Dow Corning, Dr. Su led development efforts on a variety of technologies including ceramic materials, silicon based low k dielectric materials, thermally conductive materials for electronic devices, and optical silicones for photonic devices and LED encapsulation. In 2007, Dr. Su was appointed as technology platform manager for the Advanced Material and Ventures Business at Dow Corning Corporation. In 2010, he joined NNCrystal as Chief Technology Officer. Dr. Su has produced more than 40 publications and patents. 

Thursday, September 29 16:50--17:15
Enabling the LED Lighting Revolution: LED Driver Electronics is the
Next “Big Thing”

For years the majority of investments related to LED lighting were made into the development of LED die and LED emitter packaging. Leading LED manufacturers make forward looking statements of LEDs approaching $0.001/lm in the near future. What about the rest of the system? This presentation will demonstrate the paradigm shift approach in LED driver technology to overcome the limiting factors of current electronics and open the door to a truly cost-efficient driver electronics platform with superior reliability and performance as well as features for future system upgrades and functionality.  

SPEAKER:
Vladimir Korobov
VP of Engineering
Luxera, Inc.

Dr. Vladimir Korobov is VP of Engineering at Luxera Inc. He has over 22 years in semiconductor and optoelectronics industries. Prior to joining Luxera-LED, Vladimir was a Director of Technology Development in Cypress Semiconductors in Image Sensor Business Unit where he was responsible for technology and product development within Cypress Semiconductors. As a part of his responsibilities Dr Korobov directed development of Color sensors for LED bulb feedback control. Prior to Cypress Semiconductors, Vladimir held a variety of senior management and technical roles, including Director of Product Application and Business Development in Tower-USA and R&D Manager in Tower Semiconductors, Israel. Vladimir has also served as a Research Fellow in Heterojunction Laboratory, Ioffe Physico-Technical Institute, led by Academic and Nobel Prize winner, Zhores Alferov.
Vladimir holds a Ph.D. in Electrical Engineering from Tel Aviv University, Israel and MS in Physics from Leningrad (St. Petersburg) State University, Russian Federation.

Session 4: HB LED Application Trends

Friday, September 30 10:00 -10:40
Dynamics of LED Driver Technology and Markets

The driver is critical to the overall performance of a LED system, especially regarding efficiency, reliability, price and special features such as dimming. But, technical discussions often require a “deep dive” for which few customers have the expertise or patience.  This presentation will explain some basic concepts about drivers and driver ICs, high-level trends in technology and present a market overview.  Some examples from suppliers will be shown to highlight recent innovations.

SPEAKER:
Tom Hausken
Director, Optoelectronic Components
Strategies Unlimited

Tom Hausken has over 25 years in the semiconductor and optoelectronics industries, spanning device and materials research, product development, laboratory management, and technology and market analysis. Joining the Strategies Unlimited staff in 1999, he specializes in studies in optical and electronic components, including active and passive components for optical networks, and image sensors. Previously, he was a coordinator for the U.S.-Japan Joint Optoelectronics Project with the Optoelectronics Industry Development Association (OIDA). He was also a technology policy analyst at the U.S. Congressional Office of Technology Assessment, in Washington D.C. There, he contributed to three reports on information technology and communications policy issues for congressional committees..

Friday, September 30 11:00-11:40
Remote Phosphors: How New Technology is Improving Flexibility, Efficiency, and Consistency in LED Systems

This presentation will discuss the advantages remote phosphors provide in flexibility, efficiency, and color accuracy, including the ability to change CCT and CRI in the same fixture simply by changing the remote phosphor lens. It will also discuss how to achieve the highest performance from a remote phosphor luminaire design by optimizing design of secondary optics and eliminating unnecessary system components.  The presentation will address several common design obstacles and explain how to avoid them to optimize efficiency, and it will also address improvements in manufacturing, including printing of phosphor inks as well as plastic phosphor composites. Finally, the presentation will review how remote phosphors reduce LED color binning and what that means for the LED industry.

SPEAKER:
Yi Qun Li,
Executive Vice President & CTO
Intematix Corporation

Dr. Li is co-founder of Intematix Corporation, and currently serves as Executive VP and CTO. He plays an instrumental role in growing Intematix and leads technology development, establishing subsidiary companies, strategically marketing products, and positioning Intematix as a leader in the SSL industry through the expansion of components and lighting products. Dr. Li spent 20 years pioneering material innovations and developing products. He has published more than 50 scientific papers, and holds numerous patents.

Friday, September 30 11:40-12:20
Photobiological Safety Standards for LEDs - Are You Ready?

LEDs have advanced to the point where some are capable of exceeding limits
defined in eye safety specifications, emitting frequencies of high-energy visible light (HEV) at levels that have been linked with photobiological effects such as macular degeneration. Manufacturers are increasingly being held accountable for developing LEDs that protect users. This presentation will offer a first look at the latest photobiological research and discusses processes for testing photobiological safety.  Also discussed will be the types of standards under development to protect human health as LEDs become more prevalent.

SPEAKER:
Winn Henderson
Staff Enginer
Underwriters Laboratories Inc.

Winn Henderson has been working at Underwriters Laboratories for 15 years in the field of optical radiation safety, including both LED and laser radiation. He is UL's Subject Matter Expert for Optical Radiation, assisting in the development of UL's approach to optical radiation requirements and their  incorporation into overall product safety Certifications.  Winn works in UL's Research Triangle Park, North Carolina USA facility, which houses UL's largest optical radiation laboratory.

Friday, September 30 13:30 - 14:10  
Recent Technology Trends and Strategies of LED in Korea

SPEAKER:
Young Moon YU
Professor & Director of LED-Marine Convergence Technology R & BD Center
Pukyong National University

Prof. Yu received both MS and Ph.D. degrees in material Science and engineering from Korea University and then was a visiting researcher of Institute of Material Research at Tohoku University in 1995.  
From 1984 to 2001, he has been working in the field of bulk crystal growth at Korea Research Institute of Chemical Technology. From 2001 to 2010, he has been the Director for LED and Solid State Lighting R&BD Division of Korea Photonics Technology Institute. Also he was a Director of LED Device Pilot Production R&D Center, Director of SSL Technical Innovation R&D Center and Project Leader of Patent Information and Strategic Consortium.  In 2010, he was invited to the Pukyong National University as a Chair Professor. And from 2011 to until now he is working as a professor and Director of LED-Marine Convergence Technology R&BD Center at Pukyong National University.

In 2007, he established the Society of LEDs and Solid State Lighting and was served as first chairman of the Society for 3.5 years. And he has played a leading role as a frontier leader and national strategy organizer in these fields of LED and Solid State Lighting Society in Korea.