Download - The global landscape of SSL door Prof. Guoqi (Kouchi) Zhang & Dr. Henk van Zeijl van de TU Delft
The global landscape of SSL
Prof. Guoqi (Kouchi) Zhang &
Dr. Henk van Zeijl
Outline
SSL Tech & business trends
China SSL status
International SSL Alliance
Sino-NL cooperation
Aggressive increase of efficiency and
cost reduction
• Not scarify lighting quality and comfort
• Nearly zero cent per lumen strategy
Form & fixture revolution
“The Liberation of Light” -Simplicity and Standards
Lighting is the essential pre-condition for the existence
of nearly all living lives on earth.
Lighting’s functions are much more than just “to see”
and “to be seen”
E-society Energy & environment
Security & safety Health & wellbeing Transport & mobility
Horticulture/food
•Developing and combining advanced
lighting tech with other tech to
create new functions, new applications
and new markets beyond traditional lighting
applications
•Light interaction with and impact on
people (eye, skin and psychological),
plants, animals, insects and bacteria, etc
More than illumination
Health & wellness
Healing: Patient care
Patient room Treatment Emergency & Operations
Sleep management
Sleep-related accidents comprise 15-20% of all motor vehicle crashes
7
Horticulture/food Green house Animal breeding
Horticulture/food
City farm
•Increasing population & fast urbanization
•Scarce in agriculture land; water; energy
•Food quality, safety and security
Digitalise Lighting: towards a smart society
We live in a smart world
smart card
smart home
smart phone
smart Lighting
http://www.sensimed.ch
Smart medical devices & hospital
smart grid
People’s
needs
So
cio
log
ica
l
Ps
yc
ho
log
ica
l
Bio
log
ical
Controllers/
Drivers/Power
/Passives
Sensor
Actuator
Light Source
Optics
Network
Media
Data
Objectives:
High efficacy; Multi-functions; Controlled reliability;
Low cost; Miniaturized; Green; etc
LED product/system: More than LED light sources
10
Software technology Hardware technology
Control+ Seamless integration of hardware and software (co-development and co-utilization)
Beyond LED
New Industrial / Technology Landscape of Lighting
More than Illumination: Function Enrichment
Mobility & safety
Emotion& Perception
Health & Wellbeing
Horticulture & food
Intelligence
Interacting with other systems,
people and environment Non-illumination function
Multi-level and Multi-functional System Integration
Efficiency Cost reduction Miniaturization Retrofit Form & fixture revolution
New
business
potential
€ M
ore
Illu
min
atio
n: E
ffic
ien
cy
1
10
0
20
0
Lumen/W
tim
e
$/lumen
1
10
0
20
0
• Current LED manufacturing strongly alike
Semiconductors in earlier of 1980s
• Highly proprietary processes
• Smaller wafers
• Low throughput and yield
• Low equipment utilization
• Advanced LED manufacturing will become
a commodity (big foundries), consolidation
will come in some years
LED’s landscape evolution
• LED technologies enable more dedicated market segments to address
the specific needs of people: lighting on demnads
LED’s landscape evolution
• Needs for system integration and optimization: system knowledge will
continue to provide differentiation
LED’s landscape evolution
Passive
LED
Sensor
Passive
LED
Sensor
Function layer optics
Function layer electronics
Function layer communication
Function layer optics
Function layer electronics
Function layer communication
•Stack optics and electronics layers:
…LED+driver electronics
•Stack electronics and communication:
…Wireless nodes
•Stack electronics and communication:
…Wireless nodes
•Stack sensor, electronics and
communication layers:
…Wireless sensor nodes
•Stack sensor, electronics and
communication layers:
…Wireless sensor nodes
•Stack optics, electronics and
communication layers:
…Compact LED system
2D mono-function layer2D mono-function layer
2D multi-function layer2D multi-function layer
2D wafer integration 3D wafer integration
15
Value exploration: move up the value chain
Material
equipment
LED chip
maker
Software
System
mgmt
Modules&
Sub-systems
Application
Content
protection
Infrastructure
System
integrator
Service
provider
Content
provider
Delivery
network
Gateway
mgmt
Legislator
regulations
From the hardware supply side
into the solution and services
Lighting’s landscape changes
Much more than
Miniaturization
multi-functionality
multi-discipline
multi-technology
multi-variability
multi-material
multi-interface
multi-process
multi-scale
multi-damage and failure mode
multi-testing targets
multi-application / market
multi-million investment
multi-innovation complexity
multi-talent
multi-supply chain
multi-business models
multi-infrastructure
multi-competition
Much more than
Technology
General Challenges
Outline
SSL Tech & business trends
China SSL status
International SSL Alliance
Sino-NL cooperation
Ling Wu
Secretary General of Chinese SSL Alliance (CSA)
President of International SSL Alliance (ISA)
China’s SSL Development
≥60%
≥50%
≥40%
≥30%
<30%
China Perspectives
Estimated GDP of ~€5 trillion in 2015
Urbanization rate of 50%+ in 2015,10m/per year • 2 billion square meters of new buildings per year
10% middle-class households now, 40% in
2020
Over 10% of population aged 65+ 2015 • Quickly aging society, will reach 16%+ by 2030
More than 50% global infrastructure projects •2009, 70 railway project started, 2000km
•By 2015, tram/metro reach >2000 km
Urbanization rate (2015) • Reduction of energy consumption per GDP;
• Substantial reduction of pollutions;
• Food security;
• Climate changes;
• Resource (Energy/water/food/material) scarcity;
• Pandemics;
Energy-saving &
Environment Strategy By 2015 LED luminaire efficacy 120 lm/W; assuming
30% market penetration; saving electricity 100B KWh
annually; reducing emission by 150M tons;
mercury-free, flicker-free.
Sustainable
Economic Growth Lower energy consumption in full
lifecycle than conventional products
Cultivating Emerging
Strategic Industries Large scale & driving effects
Upgrade traditional industries
High employment opportunities
SSL
Importance of SSL for China
New Chinese government
stated that "We must give high
priority to making ecological progress,
and work hard to
build a beautiful China"
192 B RMB in 2012, growth rate about 24%
Epi&chip Output value 6.5 B RMB, growth rate 30%
Packaging Output value 28.5 B RMB, growth rate 14%
Applications output value121B RMB, growth rate 34%
Number of companies above 6000
Source: CSA Consulting
Industrial Output
Source:《China LED Industry Development Report Focusing on General Lighting Market 2012》,CSA
Substrate, Wafer, Chip Package, Module
Application, system
More than illumination Indicator
Backlight
Lighting
A large number of packaging companies, with the largest manufacturing and export capacity
Products are moving to SMD, mid and highpower LED package
Companies' business are extending to cover downstream
A large number of enterprises
Low barrier, low focus, and lack
of brand
Advantages on part of
functional lighting applications
Innovative applications, such
as agriculture and medical, are
booming
SSL industry has long industrial chain, broad applications and diversified
development.
Domestic LED chip companies
are over 60 until 2011
Over 900 MOCVD are
maintained in China Mainland
The first 48-piece 2-inch type
industrial MOCVD prototype
Still a tech gap compared to
international advanced level
Complete SSL industry chain
• Efficacy of HP chip in mass production > 120 lm/W
• Si substrate GaN chip > 100 lm/W
• Some of applications are leading
• White LED package level efficacy > 130 lm/W
• OLED > higher than 40 lm/W
• Prototype of home-made 48 wafer MOCVD
Technology progress
2011 68%
Source: CSA Consulting
Goals • To cultivate SSL market and increase social awareness
• To enhance system integration, identify bottlenecks and weak links on entire industrial chain
• To establish the public platform on testing, standardization and certification
• To explore new business models: EMC (Energy Management Contract) & others
National showcase: “10k and 10 cities”
Showcases
室内照明
21%
其他
1% 景观照明
29%
室外照明
49%
Outdoor
lighting:
49%
Indoor
lighting:
21%
Architectural
lighting:29%
Others:
1%
Energy saving of different applications
40%
50%
80%
60%
0%
20%
40%
60%
80%
100%
路灯 隧道灯 景观 室内Street Tunnel Architectural Indoor
40% 50%
70%
60%
14 industrial bases——
Xiamen, Shanghai, Dalian,
Nanchang, Shenzhen,
Yangzhou, Shijiazhuang and
etc.
珠三角
长三角
闽三角
环渤海
Yangtzi river delta
Is the most industrialization
area of SSL in China with
investment on whole
industry chain
Fuzhou,Xiamen,and
NanChang
There is large scale
investment in upstream for
epi and chip
Shenzhen,Foshan,and
Guangzhou
Own large scale LED
industry of packaging
with the most active
economy activities
Beijing,Hebei,Shandong,
and Dongbei
Leading the research,
focus on epitaxial & chip
4 industrial regions——
More than 85% SSL enterprises
have gathered in :
•Pearl River Delta
•Yangtze River Delta
•Area of annulus Bohai Sea
•Jiangxi and Fujian
Large scale industrial eco-system
Challenges
Challenge I
Lack of core
technology and
IPs for LED chip
Challenge II
SSL development challenges
Challenge IV Challenge III
SSL products
quality varies
Business environment
to be optimized Industry
resources to be
consolidated
“I-A-R” Collaboration
Basic
Research Core Tech
Research
Product
Development Industrialization
Standardization & Development
Support
sustainable SSL
Industry dev.
973 Plan
SSL Basic Research (Next
Generation)
863 Plan
LED fabrication key
breakthrough
National Key Technology
R&D Program application products development,
system integration and innovation
Enhance innovation chain
International Open Innovation Center for SSL
- State Key Lab for SSL (SKL-SSL)
Objective: Build a globally open and sustainable SSL innovation platform for
• Key technologies
• Specifications and standards
• Top talents development
• Industrialization and valorization
by collaborating with world-wide leading industries and academia covering the whole
SSL value chain, to solve both middle and long term technologic challenges.
联盟
共享机制
Company X: Entry fee +
Research cost
Company Y: Entry fee + Research
cost
Sharing Mechanism
Joint
investment
Open Sustainability Share
Pro
ject s
co
pe
s, p
artia
l bud
ge
t
and
sta
ff from
co
mp
an
ies
Organization Contract
Ce
ntra
lize
d m
ana
ge
me
nt o
f
Sta
ff, bud
ge
t &fa
cility
ensure ensure
Optimise value chain
• Avoid low end overheating
• Broaden application path to address wide society needs
• Explore new business models
Strengthen service chain • Standards and testing methods
• Quality control via CSA channel management
• Market surveillance
• New government regulations
• Public awareness and media
Outline
SSL Tech & business trends
China SSL status
International SSL Alliance
Sino-NL cooperation
International Solid State
Lighting Alliance
Mission: International
cooperation using global
initiatives, effort and
resources to:
•accelerate and foster the
development of global SSL
technology, industry and
applications
•enhance people’s life and create
green and sustainable society.
Objective: not-for-profit
NGO, to serve
•SSL Industry
•SSL R&D community
•Global society at large
Uniqueness
• ISA industrial members cover whole value chain
- Material, equipment, devices, modules, products, systems, designer, manufacturer, testing.
- Covering nearly all global leading players
• Teaming industries with academia
- Leading universities and institutes
(research and testing)
• ISA association and society members represent more than 3500 members
Scope of Activities
2. Initiate, promote and coordinate global
showcases
1. Develop Global Strategic Research
Agenda (SRA)& Global SSL Outlook (GSO)
$/lumen
1
100
200
time
2002
2012
2022
1
100
200
Lumen/W
$/lumen
1
100
200
time
2002
2012
2022
1
100
200
Lumen/W
3. Strengthen global eco-system (Multi-level
curriculum, education & training, talent
development, etc.)
4. Facilitate dialogue and cooperation on
standardization & testing methods
5. PR and promotion (Conferences, Seminars,
public awareness, media, global contests)
2012 ISA results
ISA Global SSL Student Contest ISA Global SSL Showcase Top 100
ISA Global SSL Events of the Year 2012
ISA Global SSL Outlook (GSO)
ISA Strategic
Research Agenda
(SRA)
ISA 2012 BRICS E3 SSL Summit
• “ISA 2012 BRICS E3 Summit” (Emerging Economies, Emerging Market & Emerging Technology) was held from November 6-7, 2012 in Guangzhou, China.
• Five delegation leaders from corresponding BRICS countries gave presentations consented on BRICS SSL Network (BSNet)
ISA 2012 Seminar (Frankfurt, Germany)
Outline
SSL Tech & business trends
China SSL status
International SSL Alliance
Sino-NL cooperation
38
Sino - Dutch cooperation on SSL 2012
1. Joint innovation forum
2. Matching making
39
Sino - Dutch cooperation on SSL 2012
3. Short course for Chinese CEOs of SMEs
4. Joint int. summer school
Sino - Dutch cooperation on SSL 2012
5. Seven PhDs started in BRC 6. MOU to set up Delft Research Centre
(DRC)
7. NWO/MOST cooperation project
41
Sino - Dutch cooperation ideas for 2013
1. DRC starts operation Our great appreciation for the support from NL ministry of Economy
Affaires and TUD
2. Extend BRC’s PhD portfolio – new PhD projects
3. Willing to cooperate with TNO and NL Lighting program
4. More NWO/MOST LED projects
5. Further promote bilateral business cooperation
6. Other MOST/NL bilateral government projects
7. More ……………..