High-Brightness LED Driver IC Market Review and Forecast 2007

SUMMARY

This report characterizes the world market for high-brightness LED driver integrated circuits (ICs) for the year 2006 and the forecast for the years 2007-2011. The market is segmented by applications and is based on the analysis of the HB LED market presented in the Strategies Unlimited report titled High-Brightness LED Market Review and Forecast - 2007 (August 2007). The ICs addressed by this report are used to drive commercially available InGaAlP (red-orange-yellow) and InGaN (blue, green, and white) LED devices. The second section of this chapter gives the definition of HB LEDs. The report also includes an analysis of the market for power management units (PMUs) sold mostly in illumination applications.

Chapter 2 provides an application analysis with a discussion of key market drivers and estimates for market size for each of the subsegments and power management units. The 2006 market data is also broken out by key geographic region.

Chapter 3 presents the 2007-2011 forecasts of units, average selling price, and revenues for driver ICs by application, and a revenue forecast for PMUs.

The Appendix is a list of driver IC market participants with references to the targeted application segments of each company.

TABLE OF CONTENTS

1. INTRODUCTION AND SUMMARY

• 1.1 Introduction
• 1.2 HB LED Definitions
• 1.3 Market Overview
• 1.4 Method of Analysis
• 1.5 Market Summary
  • 1.5.1 World Market Review
  • 1.5.2 Five-Year Forecast, 2007-2011

2. APPLICATION ANALYSIS

• 2.1 Introduction
  • 2.1.1 Overview of Driver Technology
  • 2.1.2 IC Industry Structure
• 2.2 HB LED Applications
  • 2.2.1 Mobile Appliances
    • 2.2.1.1 Mobile Phones
    • 2.2.1.2 Digital Cameras, PDAs, and Other Mobile Appliances
  • 2.2.2 Signs and Displays
    • 2.2.2.1 Signs
    • 2.2.2.2 Displays
  • 2.2.3 Automotive Lighting
    • 2.2.3.1 Exterior Automotive Lighting
    • 2.2.3.2 Car Interior Lighting
    • 2.2.3.3 Truck and Bus Exterior Lighting
    • 2.2.3.4 Emergency Vehicle Lighting
  • 2.2.4 Signals
  • 2.2.5 Illumination
• 2.3 Power Supply/Management Units

3. FIVE-YEAR MARKET FORECAST, 2007-2011

• 3.1 Forecast Summary
• 3.2 Mobile Appliances
  • 3.2.1 Mobile Phones
  • 3.2.2 Other Mobile Appliances
• 3.3 Signs and Displays
  • 3.3.1 Signs
    • 3.3.1.1 LED Single-Color Signs
    • 3.3.1.2 Full-Color Signs and Digital Billboards
  • 3.3.2 Displays
• 3.4 Automotive Lighting
  • 3.4.1 Exterior Automotive Lighting
  • 3.4.2 Car Interior Lighting
  • 3.4.3 Truck, Bus, and Emergency Vehicle Lighting
• 3.5 Signals
• 3.6 Illumination
• 3.7 Power Supply/Management Units

APPENDIX - DRIVER IC MANUFACTURERS

LIST OF FIGURES

• 1.1 U.S. Fluorescent Ballast Shipments, 1992-2002
• 1.2 Driver IC Market by Application, 2006
• 1.3 Summary Forecast of HB LED Driver ICs by Application, 2007-2011
• 1.4 Power Management Units Revenue Forecast, 2007-2011
• 2.1 Typical HB LED Light Source - Forward Current vs. Forward Voltage
• 2.2 Chromasic 1 Custom-Designed Microchip for 12-Bit LED Driver
• 2.3 LED Driver PCB - ON Semiconductor
• 2.4 HB LED Driver IC Market in Relation to the Semiconductor Industry, 2006
• 2.5 HB LED Driver IC Market - Revenue Distribution by Application, 2006
• 2.6 HB LED Driver IC Revenue Distribution in Mobile Appliances, 2006
• 2.7 Geographic Distribution of HB LED Driver IC Revenues in Mobile Phone Applications, 2006
• 2.8 Geographic Distribution of HB LED Driver IC Revenues in Other Portable Appliances, 2006
• 2.9 Battery and WLED Forward Voltage Progress - Implications for Driver Topologies
• 2.10 LCD Backlight Driver Solution - Smart Force™ LED Drivers
• 2.11 HB LED Driver ICs in Signs and Display Applications - Regional Distribution of Revenues, 2006
• 2.12 HB LED Driver ICs in Single-Color and Full-Color Signs - Distribution of Revenues, 2006
• 2.13 HB LED Driver ICs for Backlights for LCD TVs and Monitors, 2006
• 2.14 Automotive Applications - Revenues by Region, 2006
• 2.15 HB LED Driver ICs in Automotive Exterior Lighting - Regional Distribution, 2006
• 2.16 HB LED Driver ICs in Automotive Interior Lighting - Regional Distribution, 2006
• 2.17 HB LED Driver ICs in Trucks and Buses - Revenues by Region, 2006
• 2.18 HB LED Driver ICs in Emergency Vehicles - Distribution of Revenues by Region, 2006
• 2.19 HB LED Driver ICs in Traffic Signals - Regional Distribution, 2006
• 2.20 Railway Traffic Signal Module, 2006
• 2.21 HB LED Driver ICs in Illumination Applications - Revenue Distribution, 2006
• 2.22 HB LED Driver ICs in Illumination Applications - Structure of the Market, 2006
• 2.23 Maglite Replacement LED Module with LED Driver
• 2.24 PMU from LEDdynamics Inc. - LuxDrive 4015 BoostPuck
• 2.25 Lighting PMU from Magtech Industries
• 2.26 COLOURDRIVER XP LED Driver from Dialight
• 3.1 Summary Forecast of HB LED Driver ICs by Application, 2007-2011
• 3.2 Mobile Appliance Driver IC Revenue Forecast, 2007-2011
• 3.3 Mobile Phone Applications - Revenue and Unit Forecast, 2007-2011
• 3.4 Driver ICs in Other Mobile Applications - Revenue Forecast, 2007-2011
• 3.5 Signs and Displays Driver IC Summary Revenue Forecast, 2007-2011
• 3.6 Single-Color and Full-Color Signs - Driver IC Revenue Forecast, 2007-2011
• 3.7 Single-Color Signs Driver ICs - Revenue and Units, 2007-2011
• 3.8 Full-Color Signs Driver ICs - Revenue and Units Forecast, 2007-2011
• 3.9 LCD TV and Monitor Driver ICs - Revenue Forecast, 2007-2011
• 3.10 Projection Display Driver ICs Revenue Forecast, 2007-2011
• 3.11 Automotive Exterior Lighting Applications - Driver ICs for HB LEDs, 2007-2011
• 3.12 Automotive Interior Lighting Applications - Driver IC Market Forecast, 2007-2011
• 3.13 Truck, Bus, and Emergency Vehicle Lighting - Driver IC Market Forecast, 2007-2011
• 3.14 Traffic Signal Driver IC Revenue and Unit Shipment Forecast, 2007-2011
• 3.15 Illumination Applications Driver IC Revenue Forecast, 2007-2011
• 3.16 Power Management Units Revenue Forecast, 2007-2011

LIST OF TABLES

• 1.1 HB LED Product Segmentation
• 1.2 Driver IC Market by Application, 2006
• 1.3 Summary Forecast of HB LED Driver ICs by Application ($ Million), 2007-2011
• 3.1 Summary Forecast of HB LED Driver ICs by Application, 2007-2011
• 3.2 Mobile Appliance Driver IC Market Forecast, 2007-2011
• 3.3 Signs and Displays Driver IC Summary Forecast, 2007-2011
• 3.4 Single-Color and Full-Color Signs Driver IC Forecast, 2007-2011
• 3.5 HB LED Display Backlight Driver ICs Market Forecast, 2007-2011
• 3.6 Automotive Exterior Lighting Applications Driver IC Market Forecast, 2007-2011
• 3.7 Automotive Interior Lighting Applications Driver IC Market Forecast, 2007-2011
• 3.8 Truck, Bus, and Emergency Vehicle Lighting Driver IC Market Forecast, 2007-2011
• 3.9 Traffic Signal Driver IC Market Forecast, 2007-2011
• 3.10 Illumination Market Driver IC Forecast, 2007-2011