While this subject is widely covered by many other market research companies, this is the first time that anyone has examined the total costs involved in the market for manufacturing LEDs from a Cost of Goods Sold (COGS) standpoint. Whereas most of the coverage found today looks at the LED chip or IC market size, this report examines the packaging, thermal management, optics, printed circuit board (PCB) assembly including drivers and related electrical components, final (box) assembly and test of the LED fixture.

This survey is for the leading LED lighting applications’ including:

Replacement Lamps
Architectural
Entertainment
Retail Display
Commercial/Industrial
Outdoor Lighting
Off-grid/Alternative
Residential Lighting
Consumer Lighting
Emergency/exit
Special Lettering
Other

This special report examines the major components and modules in LED lights, packaging and material trends, LED comparison costs over time, and the manufacturing supply chain and assembly trends. NVR’s long-standing experience in tracking electronics assembly by OEM, EMS, and ODM supplier, is expanded to include leading LED OEMs along with the major subcontracting alliances and partnerships being established today. As a result, PCB and box assembly trends as a percent of total manufacturing costs for the leading LED lighting applications are quantified. Finally, estimates on the LED lamp assembly revenue per region are predicted, along with the percentage of in-house versus outsourced manufacturing of finished goods.

Report Highlights

LED Technical Trends
Major Components and Modules of LED Lamps
LED Lamp Manufacturing Process
LED Manufacturing Supply Chain
Transition within Lighting Industry Structure

LED Cost Trends and Industry Structure
LED Cost Factors in General Lighting, 2009
LED Lighting Cost per Kilo Lumen over Time
General Lighting LED BOM, 2010 & 2015
LED Materials and Package Types, 2010 & 2015
LED Chip Count per Lamp, 2009–2015 (Units)

LED Market and Forecast, 2010-2015
Total LED General Lighting Lamps, 2009–2015 (M Units)
Total LED Lamp Assembly Value, 2009–2015 ($M)
PCB and Box Assemblies % of Total LED Manufacturing Costs

Outsourcing and Manufacturing Trends
CM Production of LED Lamps, 2009–2015
ODM Production of LED Lamps, 2009–2015
OEMs and Subcontractors for LED Lamps, 2010

The Worldwide Electronics Assembly Market for LED General Lighting - 2011 Edition is presented in three separate formats. The report is published as a 36-page PowerPoint presentation with the titles of each slide summarized on the following page. It is sold for $1995. It is supported by an Excel spreadsheet file, which is sold for an additional $500. Lastly, a PDF file containing profiles of 140 leading LED lighting suppliers (partial list on page 4) can be purchased at an additional cost of $500.

List of PowerPoint Slides

1. Introduction
2. Executive Summary
3. Worldwide Lamp Shipments and Revenues, 2010 & 2015
4. LED Replacement Bulbs, 2010
5. Major Components and Modules of LED Lamps
6. LED Cost Factors in General Lighting, 2009
7. LED Lighting Cost per Kilo Lumen over Time
8. Lighting Comparison Costs over Time
9. Manufacturing Issues
10. LED Lamp Manufacturing Process
11. LED Manufacturing Supply Chain
12. LED Assembly Capacity Requirements, 2010 & 2015
13. Transition within Lighting Industry Structure
14. General Lighting LED BOM, 2010 & 2015
15. Emerging LED Lighting Suppliers (two pages)
16. Recent Market and Industry Trends (two pages)
17. LED Chip Count per Lamp, 2009–2015 (Units)
18. Total LED General Lighting Lamps, 2009–2015 (M Units)
19. Total LED Lamp Assembly Value, 2009–2015 ($M)
20. PCB and Box Assemblies % of Total LED Manufacturing Costs for General Lighting
21. Estimated LED Lamp Assembly Revenues per Region, 2010
22. In-house vs. Outsourced Production of LED Lamps, 200–2015
23. EMS Production of LED Lamps, 2009–2015
24. ODM Production of LED Lamps, 2009–2015
25. OEMs and Subcontractors for LED Lamps, 2010
26. Subcontracting Alliances – Foxconn
27. Subcontracting Alliances – Flextronics
28. Subcontracting Alliances – Others (2 pages)
29. Subcontracting Alliances – Asia
30. LED General Lightning Market Opportunity Summary


Partial List of LED Company Profiles (140 total)

3M Company
Acclaim Lighting
Acuity Brands
Advanced Optoelectronic
AIXTRON AG
Applied Materials
Arima Optoelectronics
Asahi Glass
AU Optronics
Avago Technologies
Aveso
BridgeLUX
Cambridge Display Tech.
Casio Computer
Century Epitech
Chemei Innolux
Chi Mei Lighting
Citizen Electronics
Cooper Lighting
Cree, Inc.
Delta Optoelectronics
Dowa Elect. Materials
DuPont Microcircuit Mat.
Edison Opto
elumin8

Epilight Technology
Epistar Corp.
Everlight Electronics
Formosa Epitaxy
Foxsemicon Int. Tech.
FUJIFILM Dimatix
GE App. & Lighting
HELIO Optoelectronics
Hitachi Cable
Hubbell Lighting
ilumisys
K-Bridge Electronics
KOITO Manufacturing
Konica Minolta
LedEngin
LEDtronics
LG Innotek
LG Philips LCD
Lighting Science Group
Lite-On Optoelectronics
LSI Industries
Lumileds Lighting
Luminus Devices
MLED, Ltd.
M.L.S. Electronics

Neo Neon
Nexxus Commercial Lgt.
Nichia Corp.
Novaled AG
OPTEK Technology
OSA Opto Light
OSRAM
Panasonic Elect. Works
PerkinElmer
Permlight
Pioneer Corp.
Prime View Intl.
ProLight Opto
QD Visions
Radiant Opto
ROHM Semiconductor
Rubicon Technology
Samsung SDI
Sanken Electric
Schneider Electric
Schreder
Seiko Electric
SemiLEDs
Seoul Semiconductor
Sharp Corp.

Shenzhen Fangda Semi.
Shina Optoelectric
ST Microelectronics
Stanley Electric
Sumation Corp.
Sumitomo Chemical
Taeson LCD
Taiyo Nippon Sanso
Targetti
Tekcore
The Brinkman Corp.
Toppan Printing
Toshiba Mobile Display
Toyoda Gosei
TSMC
Traxon Technologies
Unity Opto
Universal Display Corp.
UPEC Electronics
Veeco Instruments
Vishay Intertechnology
Westinghouse Lighting
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