US demand for advanced lighting is forecast to increase 9.3 percent per annum through 2015. A government-mandated phaseout of incandescent lamps and projected lower costs for advanced lighting will drive gains. Light emitting diodes (LEDs) will remain the fastest growing types and take market share from compact fluorescent lamps (CFLs) and halogen lamps.

This study analyzes the $7.2 billion US advanced lighting industry. It presents historical demand data for the years 2000, 2005 and 2010, and forecasts for 2015 and 2020 by product (e.g., LEDs, advanced fluorescent lamps, advanced high intensity discharge lamps, halogen lamps), market (e.g., buildings, outdoor lighting, motor vehicles, consumer markets) and US region.

The study also considers market environment factors, details industry structure, evaluates company market share and profiles 39 industry players, including GE Lighting, OSRAM SYLVANIA and Philips Lighting.

Lower costs to spur nonresidential, outdoor uses

In nonresidential building and outdoor lighting applications, traditional incandescent lamps account for a smaller share of the market, so the government phaseout will have less impact on
advanced lighting demand. Instead, a projected decrease in the cost of advanced lighting, particularly for light emitting diodes (LEDs), will spur demand growth through 2015. Businesses,
institutions and government entities will turn to advanced lighting products to lower energy expenses and to reduce the labor costs of replacing lighting products.

LEDs to lead gains

Demand for LEDs will grow the fastest of any advanced lighting product through 2015, rising nearly 15 percent per year to $6.1 billion. Increased penetration in the residential building market will support advances. While the EISA will also boost unit sales of compact fluorescent
lamps (CFLs) and halogen lamps through 2015, over the long term LEDs are expected to take market share from these types. LEDs consume far less energy than halogens, do not contain
mercury (unlike CFLs) and last considerably longer on average than halogens or CFLs. These advantages, combined with a rapid decline in unit prices, will eventually result in LEDs leading the residential market in both unit sales and value demand.

Sales of metal halide lamps (a type of high intensity discharge lamp) and halogen lamps will benefit from a projected rebound in motor vehicle manufacturing through 2015. Metal halide lamps will gradually increase their share of the motor vehicle market as more motor vehicle manufacturers begin to install metal halide headlamps as standard equipment.

TABLE OF CONTENTS

EXECUTIVE SUMMARY

MARKET ENVIRONMENT
General.4
Demographic Trends5
Macroeconomic Outlook.9
Consumer Income/Expenditure Outlook 13
Construction Trends. 16
Nonresidential Building Construction. 20
Construction Expenditures 21
Nonresidential Building Stock. 24
Improvements & Repairs 26
Residential Building Construction. 27
Housing Outlook. 30
Housing Stock 34
Improvements & Repairs 38
Nonbuilding Construction 39
Highway Spending 41
Motor Vehicle Trends. 43
Manufacturing Outlook. 47
Pricing Trends 50
Environmental & Regulatory Issues 52
General Regulations & Standards 53
Energy-Efficiency Concerns 54
Energy Acts 55
American Recovery & Reinvestment
Act of 2009 57
Energy-Efficient Lighting Programs 57
Other Environmental Concerns 58
Lamp & LED Industry Overview 59
Foreign Trade. 61
Imports 62
Exports 63

TECHNOLOGY
General. 64
Light Source Characteristics 64
Luminous Efficacy 64
Light Quality. 67
Other Light Source Characteristics 69
Remote Source Lighting. 71
Fiber Optic 72
Product Characteristics
& Performance 72
Markets. 73
Prism Light Guides. 75

PRODUCTS
General. 76
LEDs. 78
Product Characteristics. 81
Suppliers 84
Advanced Fluorescent Lamps. 85
Product Characteristics. 87
Compact Fluorescent Lamps. 87
Energy-Efficient Fluorescent Lamps. 91
High-Output Fluorescent Lamps 93
Suppliers 94
Advanced High Intensity Discharge Lamps 94
Product Characteristics. 96
Metal Halide Lamps 97
Product Characteristics 98
Suppliers. 99
Sodium Vapor Lamps 100
Product Characteristics 101
Suppliers. 103
Halogen Lamps. 103
Product Characteristics. 105
Suppliers 105
Other Advanced Lighting Products. 106
Product Characteristics. 107
Suppliers 111

MARKETS
General. 112
Buildings. 115
Nonresidential. 117
Office & Commercial 119
Institutional 121
Industrial 122
Other 124
Residential 125
Outdoor Lighting 128
Motor Vehicles 131
OEM & Aftermarket. 134
Vehicle Class. 135
Consumer Products 137
Other Markets. 139

REGIONS
General. 142
Regional Demographic
& Economic Trends 142
Population Patterns 143
Economic Outlook 145
Construction Activity 147
Regional Demand for Advanced Lighting 150
Northeast. 152
New England 154
Middle Atlantic. 155
Midwest 156
East North Central. 158
West North Central 159
South. 160
South Atlantic 162
East South Central 163
West South Central 164
West 165
Mountain. 167
Pacific. 168

INDUSTRY STRUCTURE
General. 170
Industry Composition 171
Market Share 173
Product Development. 176
Manufacturing 177
Marketing 179
Green Marketing 179
Consumer-Focused Strategies. 180
Other Market-Specific Strategies. 181
Distribution. 182
Consumer 182
Nonresidential. 184
OEM. 185
Mergers & Acquisitions. 186
Cooperative Agreements. 187

COMPANY PROFILES
Advanced Lighting Technologies 193
Albeo Technologies. 194
Bridgelux Incorporated 195
Bulbrite Industries 196
CML Innovative Technologies 198
Cooper Industries 199
Cree Incorporated. 204
Data Display Products 207
Dialight plc 208
Eiko Limited. 211
Excelitas Technology. 212
Federal Signal Corporation 214
Feit Electric. 216
Fiat SpA 218
General Electric 220
Interlectric Corporation 225
Iwasaki Electric 227
LEDtronics Incorporated. 229
Light Sources. 230
Lighting Science Group 231
Lights of America 233
MaxLite SK America  234
National Cathode . 235
Nichia Corporation 237
Panasonic Corporation. 239
PerkinElmer Incorporated. 241
Revstone Industries. 242
Royal Philips Electronics 244
Siemens AG 249
Stanley Electric 256
SunLED Company 258
TCP Incorporated 259
3M Company 261
Toshiba Corporation 262
Toyoda Gosei . 265
Trojan Incorporated. 267
Ushio Incorporated. 268
Visteon Corporation. 271
Welch Allyn 272
Other Companies in the Industry. 273-276

LIST OF TABLES

EXECUTIVE SUMMARY
1 Summary Table.3

MARKET ENVIRONMENT
1 Population & Households.9
2 Macroeconomic Indicators 13
3 Personal Consumption Expenditures. 16
4 Construction Expenditures 20
5 Nonresidential Building Construction
Expenditures. 23
6 Nonresidential Building Stock. 26
7 Nonresidential Building Improvement
& Repair Expenditures 27
8 Residential Building Construction
Expenditures. 30
9 Housing Completions. 34
10 Housing Stock by Type. 37
Cht Year of Construction of
Housing Stock, 2010 37
11 Residential Improvement
& Repair Expenditures 39
12 Nonbuilding Construction
Expenditures. 41
13 Highway Spending 43
14 Motor Vehicle Indicators 46
15 Manufacturers’ Shipments. 50
16 Select Advanced Lighting
Manufacturer Pricing 51
Cht Select Advanced Lighting Price
Deflators, 2000-2020 52
17 Lighting Industry Demand 61
18 Advanced Lighting Foreign Trade. 62

TECHNOLOGY
Cht Luminous Efficacy of Selected
Light Sources 67
Cht Light Quality of Selected
Light Sources 69

PRODUCTS
1 Advanced Lighting Supply & Demand 77
Cht Advanced Lighting Demand
by Product, 2010. 78
2 LED Demand by Type & Market 81
3 Advanced Fluorescent Lamp Demand
by Type & Market. 86
4 Compact Fluorescent Lamp
Demand by Type 90
5 Energy-Efficient Fluorescent Lamp
Demand by Type 92
6 High-Output Fluorescent
Lamp Demand. 94
7 Advanced High Intensity Discharge
Lamp Demand by Type & Market. 96
8 Metal Halide Lamp Demand. 98
9 Sodium Vapor Lamp Demand. 101
10 Halogen Lamp Demand by Market 104
11 Other Advanced Lighting
Demand by Market. 107

MARKETS
1 Advanced Lighting Demand
by Market. 114
Cht Advanced Lighting Demand
by Market, 2010 115
2 Buildings Market for
Advanced Lighting. 117
3 Nonresidential Buildings Market
for Advanced Lighting 119
4 Office & Commercial Buildings Demand
for Advanced Lighting 121
5 Institutional Buildings Demand
for Advanced Lighting 122
6 Industrial Buildings Demand
for Advanced Lighting 123
7 Other Nonresidential Buildings
Demand for Advanced Lighting. 125
8 Residential Buildings Market
for Advanced Lighting 128
9 Outdoor Lighting Market
for Advanced Lighting 131
10 Motor Vehicle Market
for Advanced Lighting 133
11 Advanced Motor Vehicle Lighting
Demand by Sector 135
12 Advanced Motor Vehicle Lighting
Demand by Vehicle Class. 137
13 Consumer Products Market
for Advanced Lighting 139
14 Other Markets for
Advanced Lighting. 141

REGIONS
1 Population by Region 145
2 Gross Domestic Product by Region. 147
3 Regional Construction Expenditures 150
4 Advanced Lighting
Demand by Region. 151
Cht Advanced Lighting Demand
by Region, 2010 152
5 Northeast Advanced Lighting Demand
by Subregion & Market 154
6 Midwest Advanced Lighting Demand
by Subregion & Market 158
7 South Advanced Lighting Demand
by Subregion & Market 162
8 West Advanced Lighting Demand
by Subregion & Market 167

INDUSTRY STRUCTURE
1 US Advanced Lighting Sales
by Company, 2010 172
Cht Advanced Lighting Market Share
by Company, 2010 173
2 Selected Cooperative Agreements 189

LIST OF CHARTS

SECTION II -- MARKET ENVIRONMENT
    1    Year of Construction of Housing Stock, 2010                  37
    2    Select Advanced Lighting Price Deflators, 2000-2020              52

SECTION III -- TECHNOLOGY
    1    Luminous Efficacy of Selected Light Sources                  67
    2    Light Quality of Selected Light Sources                      69

SECTION IV -- PRODUCTS
    1    Advanced Lighting Demand by Product, 2010                  78

SECTION V -- MARKETS
    1    Advanced Lighting Demand by Market, 2010                 115

SECTION VI -- REGIONS
    1    Advanced Lighting Demand by Region, 2010                 152

SECTION VII -- INDUSTRY STRUCTURE
    1    Advanced Lighting Market Share by Company, 2010                 173