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Contents 1. Why OLED Lighting? 2. OLED Lighting Industry Analysis 3. OLED Lighting Panel Company 4. OLED Lighting Module and Luminaire Company 5. OLED Lighting for Automobile 6. Roadmap Analysis of OLED Lighting Panel Company 7. Analysis of OLED Lighting Panel Manufacturing Cost 8. OLED Lighting Panel Market Forecast by Substrate (~2020) Copyright @
1. Why OLED Lighting? 1.1 Difference of OLED and LED OLED: Soft and Diffuse LED: Sharp and Focused Copyright @
1. Why OLED Lighting? 1.1 Difference of OLED and LED OLED LED 전광판 주요 application 디스플레이 신호등 BLU 고휘도 고출력 개발개념 대면적 효율최대 장거리 시인성우수 근거리 부드러움 자극적, 고반사 Moon-like light Sun-like light 광특성 자연광에근접 강한청색 Copyright @
1. Why OLED Lighting? 1.2 OLED Luminaire Classification by Application Copyright @ 5
2. OLED Lighting Industry Analysis Nation Lighting Panel Maker Display company Lighting company New business OLED Lighting company China Visionox (P-G) First O-Lite (R-G) France German Osram (M-G, R-F:PF) Novaled (M-G, R-F:MS) Japan Luxembourg Netherland Nippon Seiki (R-G) Panasonic (M-G) Tohoku Pioneer (M-G) Toshiba Lighting (P-G) NEC Lighting (P-G) Philips (M-G, R-F:PF) Kaneka (M-G) Konica Minolta (R-F: PF) Sumitomo Chem. (R-G) Arcelor Mittal (R-F:MS) Astron FIAMM (M-G) EL Tech (R-G) Lumiotec (M-G, R- F:TG) South Korea NeoView Kolon (R-G) LG Chem. (M-G, R-F:TF) Modistech (R-F:PF) Taiwan AUO (R-G) UK Thorn Lighting (R-G) PolyPhotonix (R-G) USA GE Lighting (P-F:PF) Total 6 6 7 5 P: pilot production, M: mass production, R: R&D, G: glass, F: flexible PF: plastic film, TG: thin glass, MS: metal substrate (stainless steel or metal foil) Copyright @ 6
3. OLED Lighting Panel Company 3.1 Glass OLED Lighting Panel Company Osram 2012 년 4 월 ORBEOS 시리즈중가장큰크기인 SDW-058 은 119mm x 119mm 이며, 효율은 40lm/W, 휘도는 2,000cd/m 2 임. ORBEOS series SDW-058 Dandelion in BMW Museum OLED lighting for rear light Copyright @ 7
3. OLED Lighting Panel Company 3.1 Glass OLED Lighting Panel Company PIOL L+B 2012 에서는 ELeaf 브랜드네임으로 OLED lighting panel 을공개했으며, 사이즈는 97mm x 90mm 이며, 효율 30lm/W, 휘도 3,000cd/m 2 임. Panasonic s OLED panel in L+B 2012 PIOL s OLED lighting set kit Items Unit Color Temperature 3,000K 4,000K 5,000K Life Time(LT70) h 10,000 10,000 10,000 Maximum Brightness cd/m 2 3,100 2,800 2,600 Efficiency lm/w 60 51 49 CRI >90 >90 >90 Copyright @ 8
3. OLED Lighting Panel Company 3.1 Glass OLED Lighting Panel Company Philips GL350 Size Efficiency Specification 124mm x 124mm 16.7lm/W Luminance 4000cd/m 2 Audi Concept Car Color Temperature GL 350 specification 3250K CRI >90 Lifetime (LT50) 10,000 hr Copyright @ 9
3. OLED Lighting Panel Company 3.1 Glass OLED Lighting Panel Company Astron FIAMM Astron FIAMM s OLED lighting in L+B 2012 Copyright @ 10
3. OLED Lighting Panel Company 3.1 Glass OLED Lighting Panel Company Kaneka Lumiotec Kaneka s OLED lighting in L+B 2012 in Lighting Japan 2013 Copyright @ 11
3. OLED Lighting Panel Company 3.1 Glass OLED Lighting Panel Company Novaled Toshiba Lighting Victory Lucentury Trinity PAD AUO Potable OLED lamp LED & OLED combination luminaire OLED lighting panel of AUO Copyright @ 12
3. OLED Lighting Panel Company 3.1 Glass OLED Lighting Panel Company LG Chem. Nippon Seiki plant cultivation system in FPD I2012 OLED lighting panel in L+B 2012 Copyright @ 13
3. OLED Lighting Panel Company 3.1 Glass OLED Lighting Panel Company Visionox EL Techno Visionox s OLED lighting panel and Luminaries Copyright @ in Lighting Japan 2013 14
3. OLED Lighting Panel Company 3.2 Flexible OLED Lighting Panel Company GE Lighting Modistech flexible OLED lighting flexible OLED lighting of Modistech Copyright @ 15
3. OLED Lighting Panel Company 3.3 Soluble OLED Lighting Panel Company Sumitomo Chem. Konica Minolta in L+B 2012 in FPD I2012 OLED luminaire Lighting that breathes in Lighting Japan 2013 Copyright @ 16
4. OLED Lighting Module and Luminaire Company Ledon OLED lighting Tridonic Verbatim LUREON and LUCEOS Tridonic s OLED module Verbatim s Color tunable OLED lighting in L+B 2012 Copyright @ 17
4. OLED Lighting Module and Luminaire Company Acuity Brands Selux Benwirth Licht Acuity Brands s Trilia and Canvis Vossloh Schwabe OLED Luminaire in L+B 2012 LED&LED luminaire in L+B 2012 Benwirth Licht s OLED&LED luminaire in L+B 2012 Copyright @ 18
4. OLED Lighting Module and Luminaire Company Lumen Center Italia NEC Lighting Etap Etap s OLED luminaire in L+B 2012 NEC Lighting s OLED luminaire Copyright @ 19
4. OLED Lighting Module and Luminaire Company Takahata Panel : Lumiotec in Lighting Japan 2013 Panel : PIOL in Lighting Japan 2013 Panel : Mitsubishi Chem. in Lighting Japan 2013 Copyright @ 20
5. OLED Lighting for Automobile EDAG s OLED lighting concept car Astron Fiamm Copyright @ 21
5. OLED Lighting for Automobile Smart Forvision Audi s concept car Audi Q7 LG Chem. s OLED lighting for rear light Osram s OLED lighting for rear light Copyright @ 22
Lifetime(hrs) Panel length (mm) efficiency(lm/w) Brightness(cd/ m2 ) 6. Roadmap Analysis of OLED Lighting Panel Company LG Chem. Panasonic Lumiotec LG Chem. Panasonic Philips Philips(flexible) Philips Philips(flexible) Sumitomo 6,000 140 120 5,000 100 4,000 80 60 40 20 0 2012 2014 2016 2018 2020 LG Chem.(LT70) Panasonic(LT70) Lumiotec(LT50) Philips(LT70) Sumitomo(LT50) 120,000 100,000 80,000 3,000 2,000 1,000-2012 2014 2016 2018 2020 LG Chem. Panasonic Philips Philips(flexible) 1000 800 600 60,000 400 40,000 20,000 200 0 2012 2014 2016 2018 2020 0 2012 2014 2016 2018 2020 Copyright @ 23
Machine Shape Technology Specification Application 6. Roadmap Analysis of OLED Lighting Panel Company Back light Wall light Down light Stand light Automobile light Price [US$/150x150] Lamp size [mm] Efficiency [lm/w] Brightness [cd/m 2 ] CRI Lifetime [hrs, LT70] Outer extraction Inner extraction Phosphorescence Fluorescence Tandem Transparent Flexible Rigid Glass In-house Green, Red, Yellow Blue Glass, signal, rear lamp Tandem Glass Flexible, inner lamp Rigid Flexible Flexible Flexible Flexible Flexible, signal, rear lamp 10 7 <5 150x150 300x300 600x600 60 80 100 3,000 4,000 5,000 80~85 85~90 >90 10,000 20,000 40,000 Lighting extraction glass Encapsulation Glass Can Hybrid encapsulation Patterning Photo process Photo-less process Blue transparent Single Substrate size [mm] TAC time [min] Film width [mm] Roll speed [m/min] 640x640 1270x1270 2500x2500 2min 1min 0.5min 340 1,300 2,600 2m 4m 2013 2014 2015 2016 2017 2018 2019 2020 Copyright @ 24
7. Analysis of OLED Lighting Panel Manufacturing Cost OLED lighting panel Size (mm) 기판크기별제작가능광원패널수 320x320 640x640 1270x1270 100x100 9 36 144 150x150 4 16 64 200x200 1 9 36 300x300 1 4 16 Unit: US$ 1min_S 1 2 3 4 5 6 7 8 9 10 320x320 10.8 9.9 9.1 8.7 8.5 5.0 4.8 4.6 4.4 4.1 640x640 7.3 6.3 5.6 5.2 5.0 3.7 3.5 3.3 3.0 2.8 1270x1270 6.5 5.6 4.8 4.4 4.2 3.3 3.1 2.9 2.7 2.5 1min_2S 1 2 3 4 5 6 7 8 9 10 320x320 13.0 11.6 10.6 9.8 9.3 5.4 5.2 4.9 4.7 4.4 640x640 9.2 7.8 6.8 6.0 5.5 4.1 3.8 3.6 3.4 3.1 1270x1270 8.4 7.0 5.9 5.1 4.7 3.7 3.5 3.2 3.0 2.8 2min_1S 1 2 3 4 5 6 7 8 9 10 320x320 16.0 15.0 14.3 13.8 13.6 6.8 6.6 6.4 6.2 6.0 640x640 8.6 7.6 6.9 6.5 6.2 3.9 3.6 3.4 3.2 3.0 1270x1270 7.4 6.4 5.7 5.3 5.0 3.5 3.3 3.1 2.8 2.6 2min_2S 1 2 3 4 5 6 7 8 9 10 320x320 18.5 17.1 16.1 15.3 14.8 7.2 7.0 6.8 6.5 6.3 640x640 10.6 9.2 8.2 7.4 6.9 4.3 4.0 3.8 3.6 3.3 1270x1270 9.3 7.9 6.8 6.0 5.6 3.9 3.6 3.4 3.2 2.9 1min_S: TACT time 1min, single structure 1min_2S: TACT time 1min, 2 stacks structure 2min_S: TACT time 2min, single structure 2min_2S: TACT time 2min, 2 stacks structure Copyright @ 25
M pcs Shipment Ratio 8. OLED Lighting Panel Market Forecast by Substrate (~2020) 8.1 Shipment Forecast 2015 년예상 glass OLED lighting panel(100x100 기준 ) 의출하량은약 5M 개이며, flexible OLED lighting panel 은 2M 개될것으로전망 됨. 2018 년은 glass OLED lighting panel 은 157M 개, flexible OLED lighting panel 은 54M 개의시장이형성될것으로예상됨. 2020 년에는 flexible OLED lighting panel 시장이급성장하여 486M 개의시장에도달할것으로예측됨. 1,600 1,400 1,200 1,000 800 600 400 100% 90% 80% 70% 60% 50% 40% 30% 100% flexible glass 72% 74% 73% 79% 80% 66% 200 0 2014 2015 2016 2017 2018 2019 2020 glass 0.6 5.1 22.5 70.8 157.2 432.0 922.8 flexible 2.0 6.0 18.0 54.0 162.0 486.0 20% 10% 0% 34% 28% 26% 27% 21% 20% 0% 2014 2015 2016 2017 2018 2019 2020 Copyright @ 26
US M$ Revenue Ratio 8. OLED Lighting Panel Market Forecast by Substrate (~2020) 8.2 Revenue Forecast 2015 년 glass type OLED lighting panel(100x100 기준 ) 의세계시장은약 US M$ 109, flexible OLED lighting panel 시장은 US M$ 52 가될 것으로전망됨. Glass OLED lighting panel 시장은 2018 년에 US M$ 1,515 의시장을형성할것으로예측되며, flexible OLED lighting panel 시장이 대등한시장을형성하는시기는 2019 년으로예상됨. 2020 년 glass OLED lighting panel 시장은 US M$ 6,545 에도달할것으로예측됨. 12000 10000 8000 6000 4000 2000 0 2014 2015 2016 2017 2018 2019 2020 glass 22 109 440 901 1,51 3,34 6,54 flexible 52 93 210 503 1,38 3,44 100% 90% 80% 70% 60% 50% 40% 30% 20% 10% 0% flexible glass 68% 66% 71% 75% 83% 81% 100% 32% 34% 29% 25% 17% 19% 0% 2014 2015 2016 2017 2018 2019 2020 Copyright @ 27
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