Now much less reliant on mobile phone backlighting, the market for high-brightness LEDs is bouncing back from two years of sluggish growth. Thanks to increasing penetration in products such as digital cameras, notebook PC backlights and cars, the market for packaged high-brightness LEDs grew nearly 10 per cent in 2007 to $4.6 billion. According to Bob Steele, whose annual update traditionally opens the Strategies in Light conference each February, the acceleration showed that the market is recovering from "slow growth" through 2004-2006. Philips downlight While a staggering 39 billion units were shipped during the year (up 26 per cent on 2006), it is now clear that HB-LED makers are becoming much less reliant on the mobile phone industry. That's good news for chip makers, because price erosion in the mobile phone sector is a major influence on the overall market, and a key reason why market growth has languished at only 6 per cent for the past couple of years. ...
Osram holds the current lead in automotive LED sales but the emergence of LED headlamps could change the complexion of the market, says IMS Research. As automotive LED suppliers jockey for position in all-LED headlamps, GaN pioneer Nichia is looking to use its high brightness white LED expertise to dominate this market. The Japanese company's bid to make gains over Osram Opto Semiconductors and Philips Lumileds illustrates a key shift occurring in the automotive LED market recently documented by IMS Research. “At the moment most LEDs used in automotive, at least certainly in the exterior, are red and yellow, and Nichia doesn't produce many of those LEDs,” said IMS analyst Jamie Fox. “As we see more LEDs in front and interior lighting there will be more and more white nitride LEDs used, where Nichia is very strong.” The 2006 automotive LED market was worth $650 million, according to the IMS report “LEDs in Automotive Applications”. Osram OS was the largest supp...