NAVIGATING THE DYNAMIC LED AND LIGHTING MARKETS

TRACK 1: HB LED Market Conference 

Sponsored by:

Who will attend the HB LED Market Conference Track:
• LED manufacturers
• Suppliers of equipment and materials to the LED industry
• LED system manufacturers
• Lighting architects
• Automotive lighting suppliers
• Lighting product manufacturers
• Lighting system designers
• LED product designers
• Financial analysts, investment bankers, and venture capitalists
• Corporate R & D staff

HB LED MARKET  - PLENARY SESSION

Worldwide High-Brightness LED Market Overview and Forecast

Wednesday, February 8               8:15am - 9:00am

Speaker:
Ella Shum
Director of LED Research
Strategies Unlimited 

This presentation will provide a review and update of worldwide market developments in HB LEDs in 2011 and an outlook for 2012.  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 2016 will be presented.

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

KEYNOTE  #1: China Solid State Lighting Development  and Next Five 
                             Years' Strategies

Wednesday, February 8               9:00am – 9:30am   

Speaker: 
Ling Wu 
President of International SSL Alliance (ISA)
General Secretary of China Solid State Lighting Alliance (CSA)

Development of the solid state lighting industry is not only a quintessential approach to energy conservation, environmental protection and a low-carbon economy, but a unique strategy in China for cultivating a strategic emerging industry and nurturing new economic growth. To face the challenges in technology development and market penetration of SSL in China, we need new development ideas, effective business models and open innovation and cooperation strategies. The 12th Five Year Plan for SSL Industry Development will provide the major guidelines for the next five years in terms of industry ecosystem cultivation and market transformation policies. This presentation will give an overview of the development status and outlook for the SSL industry in China, in terms of industry landscape, policy trends and future prospects for development strategies.

Ling Wu is in charge of the China Solid State Lighting Program Office since the China’s 10th Five-Year Plan, and she organizes the feasibility study of China’s Solid State Lighting in the 11th Five-Year Plan, as well as the 12th Five-Year Plan. She founded China Solid State Lighting Alliance (CSA) to promote the establishments of standards and patent pools in China, Taiwan and Hong Kong. She is head of Cross-strait SSL cooperation workgroup, as well as President of International SSL Alliance (ISA).

KEYNOTE  #2: A View From Seoul

Wednesday, February 8               9:30am – 10:00am   

Speaker:
Chung Hoon Lee
CEO
Seoul Semiconductor Co., Ltd.

Chung Hoon Lee is the CEO of Seoul Semiconductor Corporation, the 4th largest LED manufacturer in the world, employing over 3800 people in 30 countries.  He has guided the company from revenue of US$1M to US$707M since the company’s inception in 1992. Mr. Lee holds the first patented solution for white LEDs in Korea and drove the innovation of Acriche, the world's first mass-produced AC LED solution, for which he was awarded the Silver Tower Order of Industrial Service Merit in South Korea. Through Seoul Semiconductor, he owns or has access to over 6,000 patents in the areas of solid state lighting materials, processes and packaging.
 

KEYNOTE  #3: Next Generation LED: A Holistic Approach to LED Lighting
                            Solution for Space Illumination

Wednesday, February 8               10:30am – 11:00am   

Speaker:
Eric Kim
President & CEO
Soraa, Inc.

While the past several years have seen growing anticipation and excitement over the promise of LED lighting solutions and their energy savings for space illumination, they have also been characterized by great disappointment in many of the applications where LED solutions were prematurely deployed.  We will discuss progress in LED technology that enables a next generation of LED lighting solutions.  This progress is based on pushing the frontier for the material constituents of the LEDs, and leveraging these advantages into holistic solution design.   Soraa Inc. is a  III-Nitride technology company founded by Professors Shuji Nakamura, Steve DenBaars, and Jim Speck in 2008 with a focus on commercializing  devices based on non-polar and semi-polar gallium nitride.

Eric Kim is CEO and President of Soraa, Inc. since July, 2010. From 2004 to 2010, he was Corporate Senior Vice President and General Manager of Digital Home Group at Intel Corp. From 1999 to 2004, Kim was Corporate Executive VP/Corporate Chief Marketing Officer and New Business Development at Samsung Electronics. Eric is credited with transforming Samsung from a low cost manufacturing, commodity oriented company to a premium branded, market leading, and innovation oriented company.

Observations on the European LED Lighting Industry

Wednesday, February 8               11:00am – 11:30am

Speaker:
Tim Whitaker
Editor
LEDs Magazine

 Europe is generally regarded as a having a strong, healthy lighting industry, despite recent economic setbacks, with quality and innovation at the forefront. A number of major European companies are leading the way in the design and commercial implementation of solid-state lighting (SSL) products that are bringing about a market transformation. The gradual phase-out of inefficient lamps is already two years old in Europe, and Europeans in general tend to have an appreciation of the productivity and health benefits of good-quality lighting, in addition to the energy-efficiency and environmental advantages of SSL. Even so, SSL market uptake is slow compared with other regions and countries, and cooperative innovation and development activities are lagging behind those in the USA and various countries in Asia. The European Commission has said that the situation indicates a need for immediate action at a European level, and has published a consultation paper that outlines a series of proposed activities. This presentation will discuss some of these proposals, and review the activities that are already taking place to promote the market implementation of SSL.

Tim Whitaker is the Editor and Founder of LEDs Magazine (www.ledsmagazine.com), the leading global publication covering the applications of high-brightness LEDs and the technology of building LED-based systems. For more than 12 years, Tim has written extensively about LED markets and end-user applications, and in particular the factors that are now leading to the penetration of LEDs into the global lighting industry. He has extensive knowledge of the LED supply chain and other vertical markets beyond lighting, and closely follows ongoing developments in high-brightness LED device technology and related products. He also covers broad industry issues such as standards, government programs and funding, and patents and licensing.

Lighting For Off-Grid Households

Wednesday, February 8               11:30am – 12:00pm   

Speaker:
Ned Tozun
President and Founder
d.light

SESSION 4: LED COMPONENTS

Beyond the LED

Thursday, February 9                     8:30am – 9:00am

Speaker:
Michael Watson
Sr. Director – Marketing & Product Applications
Cree

While the solid-state lighting revolution (to replace obsolete energy inefficient lighting) accelerates, the path to victory is not fully defined. How does the solid-state lighting industry develop a roadmap for success during the battle?  Understandably, great attention is afforded to the LED component. Will efficacy continue to improve? At what point do incremental improvements matter? How quickly can the cost be reduced?  Are there alternatives to improve ROI? Can lifetime projections continue to improve or is there really value in 100,000+ hour life? What aspects of LED performance really matter?  While LED companies proliferate talking points about their products and lifetimes like rival political parties, the real success of the lighting revolution will always be defined by one word: adoption! This presentation will explore potential game changers to drive adoption of solid state lighting beyond the important, but myopic, focus on the LED component’s performance and cost.

Mike Watson is the head of Marketing and Applications for the Cree LED Components business unit, where he oversees product marketing, marketing operations and product applications. Mike joined Cree in 2010 from Advonce, where he was the company’s CEO. Prior to Cree, Mike spent more than 15 years in alliance/partner development, strategic planning, project and product management with a heavy focus on mobile and wireless technology initiatives, at organizations including the Infrared Data Association, Hewlett-Packard and Daimler-Benz.

 Successfully Navigating Through Tumultuous Times

Thursday, February 9               9:00am – 9:30am 

Speaker:
Ulrich Steegmueller
CTO, OSRAM Opto Semiconductors

The convergence of new applications for LEDs and a changing regulatory environment has spurred new global activities, new global players and the participation of new regions such as India, China and Korea, all endeavoring to participate in this new promising field of business. OSRAM Opto Semiconductors has been innovating and shaping this environment for more than 30 years and has maintained a leading position among the top LED suppliers in the world. To maintain this position of leadership requires a clear strategy and focus on technological excellence and innovation, service excellence and manufacturing excellence. In this presentation OSRAM Opto Semiconductors will share insights on best practices related to its successful strategy in facing the challenges in this new environment and managing the path to a successful future.

Ulrich Steegmueller is the head of Research and Technology for OSRAM Opto Semiconductors.  In his role, Mr. Steegmueller is responsible for the global technology development of LED chip and package for all markets to include solid state lighting, automotive, and consumer.   In his tenure with OSRAM Opto Semiconductors, he has held various positions in product and application development and has over 10 years of experience in the R&D of LEDs, optical sensors, and lasers.

LED General Lighting Is Here, What Does It Take?

Thursday, February 9               9:30am –10:00am

Speaker:
Daniel Doxsee
Vice President
Nichia America Corporation

This presentation will review the latest trends in LED general lighting from an LED manufacturer’s perspective. The balance between the performance, quality and cost of light through the selection of LED packaging technology is essential to the success of LED general lighting. Technical platforms of chip, phosphor, and packaging will be evaluated for typical lighting applications. The feasibility of multiple design paths drives the diversification of LED packages. Downstream integration issues such as thermal management, optical control and driver efficiency will be addressed along with the LED component manufacturing. Also, the author will present a total cost of ownership model for LED lighting in both retrofit and new applications.

Daniel Doxsee leads the commercialization of Nichia’s LED products for all applications in the Americas.  Prior to joining Nichia in 2004 Dan spent six years with GE Lighting’s LED division in various roles in Engineering and Product Management. He received his Ph.D in Inorganic Chemistry 1992.

Economics of LED Manufacturing: Yesterday, Today and Tomorrow

Thursday, February 9               10:30am – 11:00a.m.

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

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.

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.

Research Directions for Solid State Lighting

Thursday, February 9               11:00am – 11:30am

Speaker:
Morgan Pattison
President
SSLS, Inc.

This presentation will cover recent research themes in the field of solid state lighting. The technology of LEDs and solid state lighting continues to advance rapidly. Ongoing research efforts in universities, national laboratories, small businesses, and industry are pushing the performance levels and reducing the costs of LEDs and SSL. This presentation will discuss current research efforts that are taking place at all levels of SSL integration from the basic materials science to LED and luminaire integration and manufacturing.

Morgan Pattison is a technology consultant to the DOE SSL Program. He is co author of the DOE SSL Multi-Year Program Plan and Manufacturing Roadmap.  Dr. Pattison has a Ph.D. in Materials Science from U.C. Santa Barbara.

Hot Lumens of Cool LEDs

Thursday, February 9             11:30am – 12:00pm

Speaker:
Andras Poppe
Product Marketing Manager, MicReD Division
Mentor Graphics

LED data sheet information usually does not allow an easy thermal design of LED applications as it is not always clear if emitted optical power was considered during the measurement of thermal resistance/impedance values. Luminous flux depreciation due to elevated junction temperature is also provided by means of relative light output versus temperature graphs only – again making life difficult if the lighting designer wants to check the performance of a luminaire at real-life operating temperatures. This presentation aims at introducing characterization techniques which provide real thermal metrics of LED devices together with their hot lumens and the temperature sensitivity of their luminous flux. It will also describe measurement, modeling and simulation options through the example of a streetlight luminaire design project, starting from the selection of LEDs and LED thermal management solutions through the final design of the luminaire.

Andras Poppe was a co-founder of MicReD in 1997, which is now the Mentor Graphics Mechanical Analysis Division MicReD Office. At Mentor Graphics he supports marketing of MicReD’s products. He is involved in various international research projects (e.g. EU FW7 NANOPACK, Fast2Light, THERMINATOR) and national R&D projects such as KözLED. He is actively involved in the JEDEC JC15 and CIE TC2-63 and TC2-64 standardization committees. Prior to founding MicReD, Dr. Poppe was an associate professor at the Budapest University of Technology.

SESSION 5: Drivers and Controls
     

Dynamics of LED Driver Technology and Markets

Thursday, February 9            1:00pm – 1:30pm

Speaker:
Tom Hausken
Director, Optoelectronic Components
Strategies Unlimited

The driver is critical to the overall performance of an 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,discuss high-level trends in technology and present a market overview.  Some examples from suppliers will be shown to highlight recent innovations.

Tom Hausken , Ph.D. has over 25 years in the semiconductor and optoelectronics industries, spanning device and materials research, product development, laboratory management, and technology and market analysis. Since joining Strategies Unlimited in 1999, he has specialized in studies of optical and electronic 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), and was also a technology policy analyst at the U.S. Congressional Office of Technology Assessment.

Exploring the Relationship Between Dimming and Flicker in SSL

Thursday, February 9             1:30pm – 1:50pm

Speaker:
Michael Poplawski
Senior Lighting Engineer
Pacific Northwest National Laboratory

Traditional commercial electric light sources running on alternating current power modulate light output. Measurement of light modulation, or (photometric) flicker, is not a standard practice for commercially available light sources. However, as solid-state (LED) lamps and luminaires continue their significant penetration of the lighting market, apprehension is rising over the possibility for, and amount of, flicker found in some of these products. This presentation will demonstrate the variation in flicker found in a variety of traditional and solid-state lighting products, and explore how common phase-cut dimmers interact with some of these sources to affect their flicker characteristics. The examples shown will be used to initiate a discussion on SSL design trade-offs with phase-cut dimmer compatibility, dimming performance, and flicker, as well as the limitations of existing dimmer installation practices and flicker metrics.

Michael Poplawski joined PNNL in 2009 as a Senior Engineer following twelve years in the commercial semiconductor industry. His work experience includes stints with domestic and foreign component manufacturers ranging in size from start-up to conglomerate. His current efforts are focused on supporting the Department of Energy’s Solid-State Lighting market transformation program, primarily in the areas of technology evaluation and demonstration, standards and specification development, and lighting energy end-use consumption.

Closing the Loop to Assure Lumen Maintenance

Thursday, February 9            1:50pm – 2:10pm   

Speaker:
Anthony Catalano
CTO & Founder
TerraLUX

At sufficiently elevated drive currents and temperatures, the degradation of white LEDs is effectively irreversible and leads to a shortened lifetime and reduced lumen maintenance. The LM-80 standard provides a method by which LED manufacturers can provide a quantitative measure of stability over a range of performance metrics such as drive current and temperature. This presentation will describe an LED driver that incorporates LED temperature measurement in a feedback loop which is then used to control LED current. A microprocessor- based circuit containing the LM-80 data from the LED manufacturer is then used via an algorithm to control temperature within the performance envelope of the LED that ensures long term reliability according to the manufacturer.

Anthony Catalano is the Founder, Director and CTO of TerraLUX Inc., He received a B.S., Chemistry from RPI and a PhD in Chemistry from Brown. Prior to starting TerraLUX he was on the staff of the University of Delaware and was a scientist at RCA Labs. In 1983 he and colleagues started the Thin Film Division of Solarex Corp., now part of BP Solar. He then became the Director of the Photovoltaic Division of the National Renewable Energy Lab. He started Technology Assessment Group to help corporate clients and VCs make decisions on investments in new technology. In 2003 he founded TerraLUX to commercialize the disruptive technology that LED lighting represents. He has authored over 100 scientific papers and has 28 patents.

Efficient Dimming For LED Lighting

Thursday, February 9                2:10pm – 2:30pm 

Speaker:
Mario Battello     
Marketing and System Engineering Manager
TI Lighting Power Products

This presentaion will highlight how high-quality dimmable LED drivers will deliver a light experience unique to the LED light source. Using LEDs for lighting continues to be a very popular application because of its high efficacy and long life. Dimmable lighting applications in residential and commercial installations will account for over fifty-percent of all lamps and luminaires by 2015. Currently there exists a wide installation of dimmers for traditional inefficient incandescent light sources so LED based lamps and luminaries must be compatible these dimmers. Typically LED lighting applications try to emulate incandescent lamps by dissipating power to satisfy both leading and trailing edge dimmers. This weakens the reasons for using LEDs in lighting by decreasing efficacy and lifetime. A better approach is to work with the limitations of TRIAC-based dimmers (leading edge) and trailing edge dimmers without dissipating needless power.

Mario Battello joined TI in 2008 as a member of the Power Supply Control (PSC) product line. As marketing manager, Mario drove PSC's initial success in Light Bulb Replacement (LBR) and Street Lighting applications. Mario has more than twelve years experience on AC/DC and DC/DC applications. He earned his MSEE in Power Electronics and EMI in 1997 from Polytechnic of Turin, Italy.  In 2007, and expanded his credentials in global business practices, attaining an MBA from Pepperdine University’s Graziadio School of Business and Management.

Driver and Control Panel

The driver and control electronics forms a critical part of LED lighting, but is rapidly changing to keep up with new demands on the end-product.  The products also have to be backward compatible to match legacy lighting control systems.  However, the control electronics is poorly understood by those outside of design groups, including customers.  This panel will discuss some solutions to LED lighting that are addressed through the driver and control electronics.

Thursday, February 9            2:30pm – 3:00pm

Moderator:
Tom Hausken
Director, Optoelectronic Components
Strategies Unlimited

Panelists:

Michael Poplawski
Senior Lighting Engineer
Pacific Northwest National Laboratory

Anthony Catalano
CTO & Founder
TerraLUX

Mario Battello
Marketing and System Engineering Manager
Texas Instruments Lighting Power Products