LED lighting driver ICs reached $160m in 2010
Residential lighting was the second largest lighting segment after street/parking lighting in 2010. Overall, indoor lighting (including office and commercial) will lead the growth in the lighting area.
Within lighting, there is also a focus on LED retrofit bulbs. They are considered direct replacements for incandescent bulbs, which are being progressively banned across the world. LED prices are currently hindering adoption. However, lower costs, higher efficiencies, government subsidies and a healthy LED oversupply will result in significant price reductions which will boost demand. By 2016, it is expected that LED retrofit bulbs will account for the clear majority of all LED driver ICs in lighting.
Although two of the largest suppliers in this industry are set to combine and represent nearly a quarter of all LED driver ICs revenue, general lighting focused suppliers are making good traction in the supplier share rankings. “Companies such as NXP, Power Integrations, ST Micro, ON Semi, Diodes, and Texas Instruments were some of the strongest suppliers in lighting in 2010,” said Mitess Nandha, LED driver ICs analyst at IMS Research. “Most LED driver ICs suppliers now agree that this lighting market will be huge and new products are continually coming to market. In the coming years, this shift to LED lighting could cause a continued shake up of the leading suppliers.”
Although set to be overshadowed by general illumination, backlighting will remain a significant portion of this market. LED backlit TVs, monitors and notebooks have surged in the past year and are showing signs of continuing strong growth until 2013.
“TVs accounted for 25% of LEDs revenue in 2010 compared to only 9% of LED driver ICs revenue as the ratio of LEDs to LED driver ICs here is generally very high,” Mitess added. “Typically 5 to 1 or 10 to 1 at the moment for an indoor lighting application, compared to 100 or 1000 to 1 in a TV.”
Visit IMS Research at www.imsresearch.com.
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