> LED Packaging: The Largest Opportunity for LED Cost Reduction
Wednesday, July 18, 2012, 8:00 AM PDT
Presented by Yole Développement
Hosted by i-Micronews.com
Pars Mukish, Yole Développement
Jeff Perkins, President, Yole Inc., Business Development Manager
2011 was quite a bad year for most players in the LED industry, due to overcapacity and the entry of several new players, mostly from Asia. Lower adoption of LEDs in the TV market and the arrival of government-backed Chinese companies created a climate of price pressure and intense competition – all of which has transformed the once-flourishing industry into a real “mess”.
In 2012, most companies are shifting their focus to the new “El Dorado” of the LED business: General Lighting, which represents the next killer application for LEDs. But enabling massive adoption of the technology to facilitate this application will require a strong decrease in the cost of LED-based products: in fact, this cost reduction is essential to allowing competition with incumbent technologies.
As packaging typically accounts for 20% to 50% of the packaged LED cost, it therefore represents the single largest opportunity for cost reduction at the LED component level -- but the question is: With the combination of technology improvements (efficiency, more lm/W), manufacturing improvements (automation, inline testing), economies of scale, higher integration and standardization, what level of cost reduction can be achieved?
In this webcast, we’ll provide key facts, assumptions and market metrics in an effort to answer this question, and help you better understand current trends in LED packaging. Obviously, a high level of cost reduction will not be easy to achieve, but since the LED industry is maturing and approaching critical mass, such development could be easier through leveraging of the expertise and “best practices” of the semiconductor industry’s “veteran” companies, and the development of dedicated tools.
Pars Mukish holds a master degree in Materials Science & Polymers (ITECH - France) and a master degree in Innovation & Technology Management (EM Lyon – France). He works at Yole Développement as Market and Technology Analyst in the fields of LED, Lighting Technologies and Compound Semiconductors to carry out technical, economic and marketing analysis. Previously, he has worked as Marketing Analyst and Techno-Economic Analyst for several years at the CEA (French Research Center).
Jeff Perkins has been working with emerging technologies for over 20 years and is responsible for Yole’s activities and Business Development in North America. Jeff has a BS in Engineering from the University of Colorado, Boulder and an MBA from INSEAD, Fontainebleau, France.