HB LEDs: Backlighting vs. solid-state lighting
Yesterday’s post Nichia dominates $5.2B HB LED market; Cree comes on strong was based on a newly-released report from IMS Research on its projected growth for the HB LED market. I asked the author, Barry Young, senior consultant at IMS Research, some follow-up questions:
PowerSource: Will [the demand from] the LCD TV market shift HB LED manufacturing capacity to backlighting (B/L) LEDs at the expense of LEDs used in solid-state lights (SSLs)?
Barry Young: The suppliers and the specs for B/L and SSL are quite different in the main, although there is some overlap. We expect the growth in LED production to fulfill the B/L needs, although there might be a shortfall. Those companies concentrating on SSL will pursue their demand separately
PowerSource: What impact do you see the projected HB LED shortage having on the nascent SSL market?
Barry Young: There are companies concentrating on SSL and they are limited by the performance of the LEDs not the availability of supply
PowerSource: I don’t think Cree is a very big player in the backlight market (although I think it recently formed an alliance with Samsung.)
Barry Young: Cree concentrates its efforts on SSL and is very successful. They do ship to some packaging companies (Seoul Semiconductor) who service the B/L market.
PowerSource: Will its market position in SSL leave it in a better position to continue its growth in the SSL market as its competitors concentrate on meeting demand in backlighting?
Barry Young: I believe that Cree will continue its strategy to build for the SSL market and will concentrate on improving LED performance.
(Barry is also the managing director of the OLED Association.)
Do you need to know more about designs incorporating HB LEDs? Register for EDN’s free "Designing with LEDs" Workshop held at the Santa Clara Convention Center on March 17, 2010.