News Updates for the Week of February 13

1.      LED Lighting Experienced Strong Growth Surge in 2011 - Despite a decline in the overall market for lighting products in 2011, the LED lighting market (including both LED lamps and LED luminaires) had an exceptionally good year in 2011, growing by 69% year-on-year. The total revenue from the LED lighting market was $5.5 billion in 2010 and $9.4 billion in 2011. Moreover, the LED lighting market is predicted to grow at a compound annual growth rate (CAGR) of 20% from 2011 to 2016. Commercial and industrial lighting was the biggest growth sector. http://www.ledsmagazine.com/news/9/2/9

2.      LED Market Grew Almost 10% In 2011, With 44% Growth in Lighting - The worldwide high-brightness LED market grew from $11.3 billion in 2010 to $12.5 billion in 2011, a growth rate of 9.8%, according to market-research firm Strategies Unlimited. Demand for LED components (i.e. packaged LEDs) in the lighting market grew 44%, from $1.2 billion to $1.8 billion.

• Leading LED Suppliers for 2011 - On the supply side, 10 companies accounted for more than 68% of the LED market in 2011. The rank order of the top 10 suppliers in the LED market for 2011, by revenue of packaged LED components, is:

1. Nichia
2. Samsung LED
3. Osram Opto Semiconductors
4. LG Innotek
5. Seoul Semiconductor
6. Cree
7. Philips Lumileds
8. Sharp
9. Toyoda Gosei
10. Everlight

• LED Supply by Region - Geographically, Taiwanese and Chinese suppliers gained market share at the expense of the other regions. China’s improvement in product quality, coupled with gains in the domestic market, fueled the growth from 2% market share to 6% in one year. Korean companies lost share in the slowing market, even though they were the most aggressive in increasing capacity during the ramp-up in 2010. The expansion by Philips Lumileds, Cree and Osram Opto into 6-inch substrates slowed as there was a great deal of excess capacity in their existing 4-inch lines. The Japanese LED business has trended down or flat. However, Nichia and TG are major beneficiaries of the boom in tablet computers. Osram Opto gained a major design win, which propelled its visible LED component business to more than $1 billion.
• Lighting - The same supply conditions that reduced the price of LEDs increased the demand for packaged LEDs in lighting applications from $1.2 billion in 2010 to $1.8 billion in 2011. System efficacy, rather than LED efficacy, was the gating factor in 2011. The LED luminaire and replacment lamp market was $9.3 billion in 2011, an increase of 45% over 2010. The market for LEDs in lighting is expected to demonstate substantial unit growth over the next five years, but revenue growth will be much lower due to pricing pressure. http://www.ledsmagazine.com/news/9/2/6

3.      ENERGY STAR TM-21 Calculator Now Available - The ENERGY STAR TM-21 Calculator is based on the Illuminating Engineering Society’s TM-21-11: Projecting Long Term Lumen Maintenance of LED Light Sources, referenced in the ENERGY STAR Luminaires V1.1 specification and in Draft 1 of the ENERGY STAR Lamps V1.0 specification. The Calculator is available for download on the ENERGY STAR website at www.energystar.gov/TM-21calculator

4.      New DOE Consortium Financial Tool Figures Impact of Switching to LED Street Lighting - The U.S. Department of Energy's Municipal Solid-State Street Lighting Consortium has released an economic cost-benefit analysis tool to help cities, utilities, and other organizations estimate the costs and impacts of switching to street lighting that uses light-emitting diodes (LEDs). The Excel-based Retrofit Financial Analysis Tool was developed in collaboration with the Clinton Climate Initiative. Users input data on the relevant variables for their particular application to get a detailed analysis that includes annualized energy-cost savings, maintenance savings, greenhouse gas reductions, and simple payback. To download the tool see www.ssl.energy.gov/financial-tool.html. To learn more about the Consortium, visit www.ssl.energy.gov/consortium.html

5.      Top R&D Achievements in Energy-Saving Lighting Honored at DOE Workshop - The Energy Department recognized six research and development project teams at "Transformations in Lighting," its ninth annual Solid-State Lighting R&D Workshop, held this year in Atlanta. The following organizations were recognized by DOE:

• Cree, Inc., was recognized for developing a novel LED that enables a new, high-efficiency driver (i.e., power supply) architecture to improve overall lighting system efficacy. 
• Osram Sylvania was recognized for its work developing an LED replacement for 2'x2' fluorescent fixtures (i.e., troffers) that has achieved extremely high energy efficiency. 
• Philips Lighting was recognized for its efforts to develop a family of LED drivers that are smaller, lower-cost and more efficient. 
• Rensselaer Polytechnic Institute was recognized for its efforts to close the "green gap" by improving the color rendering of LEDs. 
• Universal Display Corporation was recognized for completing two pre-prototype undercabinet phosphorescent OLED systems that have achieved high efficiency levels. 
• White Optics was recognized for developing a composite coating to optimize the light output of SSL systems by maximizing reflection. http://www.energyvortex.com/pages/headlinedetails.cfm?id=5433

6.      Economic Confidence Remains Very Low - The latest Gallup polls show that almost every state is tracking economic confidence at lower levels than in 2010. The average was -28 and in 2011 it slumped further to -37. There was not one state or region that showed positive numbers, the closest was Washington D.C. with a -4 reading.

7.      Employment Rise Little Help to Construction Workers - The recent national upturn in job growth has not reached the construction industry, where unemployment rose from 16% in December to 17.7% in January. Those looking for work outpaced the 21,000 new construction jobs created, according to a statement released by the Laborers' International Union of North America (LIUNA). 2/07 HCN

8.      A-D Announces 2011 Sales Results - Affiliated Distributors (AD), Wayne, Pa., released their Electrical Divisions’ year-end results with US sales having grown 19% to $11.2 billion and Canadian sales having grown 10% to $852 million, respectively. AD Affiliates also set new records for both net distributions and return on remittances. http://livewire.electricalmarketing.com/

9.      Excellence in Energy Efficiency Act Promises $1 Billion Prize for 100 MPG Car - H.R. 3872 – the Excellence in Energy Efficiency Act of 2012 – was just introduced by Representative Dan Lungren (R) of California's 3rd Congressional District. If passed, the legislation would have the Secretary of Energy "establish a program to award a prize in the amount of $1,000,000,000 to the first automobile manufacturer incorporated in the USA to manufacture and sell in the USA 60,000 mid-sized sedan automobiles which operate on gasoline and can travel 100 miles per gallon." 2/06 AutoBlog

10.   LEDucation 6 Is Expected to Draw More Than 1,800 Lighting and Design Professionals - LEDucation 6 will be held at the Hotel Pennsylvania on March 21st, 2012 in New York located between 32nd & 33rd Streets – across from Madison Square Garden.  Exhibit Hours have been extended and open at 10:00 a.m. to 8:00 p.m. with LED presentations beginning at 11:00 a.m. to 7:00 p.m. Online Registration at: www.leducation.org