IR LEDs and VCSELs - Technology, Application and Industry Trends - From Technologies to Market - OIC
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From Technologies to Market IR LEDs and VCSELs - Courtesy of Joanie Lemercier Technology, Application and Industry Trends Sample
OBJECTIVES OF THE REPORT • UNDERSTAND GLOBAL LANDSCAPE RELATED TO IR LEDS AND LASERS! • REVIEW ALL APPLICATIONS OF IR LEDS AND LASERS, WITH INSIGHTS ON PRINCIPLE, TECHNOLOGY,TECHNICAL REQUIREMENTS,TRENDS, KEY PLAYERS (…)! A better • Detailed technical and market analysis of IR LED and laser applications, with in-depth analysis of comprehension emerging applications! of forces driving the IR light • ANALYZE IR LED AND LASER LIGHT SOURCES (TECHNOLOGY, INDUSTRY...), AND THEIR source market, INTEGRATION INTO SENSORS / MODULES! technology and industry! At short, • ANALYZE IR LIGHT SOURCES MARKET FORECAST (2010 - 2022), WITH INSIGHTS ON 2023 - middle… but 2027 TREND! also long term! • Detailed analysis per light source (IR LEDs and IR lasers)! • ANALYZE IR SYSTEMS ROADMAP AND IMPACTS ON IR LIGHT SOURCE MARKET AND INDUSTRY! ©2017 | www.yole.fr | IR LEDs and VCSELs | SAMPLE 2
REPORT METHODOLOGY Market forecast methodology Market segmentation methodology ©2017 | www.yole.fr | IR LEDs and VCSELs | SAMPLE 3
REPORT METHODOLOGY Technology analysis methodology Information collection ©2017 | www.yole.fr | IR LEDs and VCSELs | SAMPLE 4
TABLE OF CONTENT (1/3) o OBJECTIVES OF THE REPORT P5 o IR LED / LASER LANDSCAPE P65 • From IR lamps to IR LEDs / lasers o AUTHORS OF THE REPORT P6 • Classification of IR wavelengths o GLOSSARY P7 • Overview of IR light sources o EXECUTIVE SUMMARY P8 • IR lamps - Overview of applications • IR LEDs / lasers - Definition & History o STATUS OF THE LED INDUSTRY AND RECENT TRENDS P40 • IR lamps vs. IR LEDs / lasers - From new light sources to new applications • Status of the LED industry • Timeline of applications for IR LEDs / lasers • History of the visible LED industry • Classification of IR LED / laser applications • Market landscape • Classification by wavelength - Global analysis • Industrial landscape • Classification by wavelength and market segment - Focus on NIR • Key highlights • Classification by function • 2015 & 2016 in a nutshell • Introduction • Future trends • Segmentation matrix • LED market trends • Global analysis • Displays • Focus on Detection • General lighting • Classification by light source • Recent trends in the LED industry • Classification by package type • Overview • Application diversification - Automotive lighting o IR LED / LASER MARKET P86 • Product diversification (Level 2) - UV LEDs • Synthesis by application • Conclusion • IR light source (LED and Laser Diode) market • Market volume (Munits) o PRELIMINARY DEFINITIONS AND PRINCIPLES P54 • Split by application • IR laser diodes - Taxonomy used in the report • Relative share by application • Incoherent light vs. Coherent light • Market revenue ($M) • Modulation of light • Split by application • Structured light • Relative share by application • Time of Flight (ToF) • Market volume (Munits) and revenue ($M) - Split by wavelength • Introduction • Market volume (Munits) and revenue ($M) - Split by light source • 3D time-of-flight arrays • Market shares by light source - 2017 vs. 2022 • Trends • Shutter - Global shutter vs. Rolling shutter ©2017 | www.yole.fr | IR LEDs and VCSELs | SAMPLE 5
TABLE OF CONTENT (2/3) o IR LED / LASER MARKET P86 • High value applications (2/2) • IR LED market • Night vision systems • Market volume (Munits) - Split by application • Driver monitoring systems • Market revenue ($M) - Split by application • Eye tracking systems • Market volume (Munits) and revenue ($M) - Split by package power • Market volume (Munits) and revenue ($M) - Split by package type • Gesture recognition systems • IR laser diode market • Machine vision systems • Market volume (Munits) and revenue ($M) - Split by application • Spectroscopy systems • Market volume (Munits) and revenue ($M) - Split by laser type • 3D cameras / imaging • 10 years trend • Low value applications • 2017 - 2022 growth trends for high volume applications • Remote control • 2017 - 2022 growth trends for high revenue applications • Movie pirating • 2017 - 2022 relative growth of major applications • New applications • Tilt sensors • 2017 - 2027 IR light source (LED and laser diode) market revenue trend • Blind spot sensors • Traffic pre-emption systems o IR LED / LASER APPLICATIONS P119 • Introduction • Smoke detectors • High value applications vs. Low value applications • Photo interrupters • The case of optical communication • Pulse oximeters • High value applications (1/2) • Heart rate sensors • Horticultural lighting • Adaptive cruise control systems • Proximity sensors • Rain sensors • Blood Pressure sensors • Lane departure warning systems • Blood Glucose monitors • LIDAR • Touch screen displays • Autofocus systems • Occupancy sensors • Gas sensors o IR SYSTEMS ROADMAP P226 • Surveillance cameras • Biometric sensors / Vein recognition • Smartphone • Biometric sensors / Iris Recognition • IR LED / IR laser systems and players in smartphones • Biometric sensors / Face recognition • Roadmap - Increasing functionalities in smartphones • Number plate recognition systems • Roadmap - Evolution of sensors in smartphones • Future of smartphones - 3D camera / Iris & Gesture recognition / Spectroscopy ©2017 | www.yole.fr | IR LEDs and VCSELs | SAMPLE 6
TABLE OF CONTENT (3/3) o IR SYSTEMS ROADMAP P226 o INTEGRATION OF IR SOURCES IN PACKAGE P270 • Automotive • Technology trends • IR LED / IR laser systems and players in automotive • From optoelectronic to photonic • Roadmap - Increasing functionalities in automotive • Two different paths in integration - Smarter or smaller? • Future of automotive - 3D camera / Iris recognition / Gesture recognition • System development - Complexity vs. Miniaturization • Gas sensing • Focus on smartphones • IR LED / IR laser systems in gas sensors (1/2) • Global trend • Roadmap - Technology for portable system - MOS vs. NDIR • Evolution of sensors quantity (2007 vs. 2021) • Roadmap - Miniaturization aspects - Case of eLichens Optical MEMS sensors • Sensor fusion • Future of gas sensing - Reduced power consumption / Increased lifetime / (…) • The case of proximity sensor • 3D imaging / sensing • The case of camera • Consumer - Overview of front 3D ToF camera opportunities • Focus on automotive • Consumer - 3D ToF for video call and morphing • Global trend • Consumer - 3D ToF imaging for biometry • Sensor fusion • Consumer - Google Tango project (1/2) • The case of autonomous vehicle • Consumer - Application using structured light principle • Case studies • Roadmap - Consumer - Comparison of 3D imaging technologies • Fujitsu Arrows NX F-04G iris authentication system • Roadmap - Medical - Optical Coherence Tomography (OCT) (1/2) • Intel RealSense 3D camera module • Future of 3D imaging / sensing • STMicroelectronics IR laser projector o IR LED / LASER LIGHT SOURCES P255 • Lenovo Phab2Pro 3D Time of Flight (ToF) camera • IR LEDs • STMicroelectronics ToF proximity sensor in the Apple iPhone 7 Plus • Introduction - Status of the LED industry • Consumer Physics SCiO spectrometer • Key manufacturers • Industry trends • Manufacturing process • Status of the (IR) photonic industry • Focus on substrate and active layer • Focus on epitaxy / chip manufacturing • Key recent moves in the IR photonic industry • Focus on packaging • Strategies behind • Key challenges • The current positioning within the industry • IR laser diodes • 2022 business opportunities - The case of 3D imaging in consumer and mobile • EEL and SEL / VCSEL compared to LED o CONCLUSION P297 • Key manufacturers • Key challenges o PRESENTATION OF YOLE DEVELOPPEMENT P300 ©2017 | www.yole.fr | IR LEDs and VCSELs | SAMPLE 7
AUTHORS OF THE REPORT Pars MUKISH (Business Unit Manager - Solid State Lighting & Display -Yole Développement) • Pars MUKISH holds a master’s degree in Materials Science & Polymers from ITECH in France and a master’s degree in Innovation & Technology Management from EM Lyon, also in France. He works at Yole Développement, the "More than Moore" market research and strategy consulting company, as Senior Market and Technology Analyst in the fields of LED, OLED, Lighting Technologies, and Displays, carrying out technical, economic, and marketing analyses. In 2015, Pars was named Business Unit Manager for Solid State Lighting and Display activities. • Previously, he worked as Marketing Analyst and Techno-Economic Analyst for several years at CEA, a French research center. Pierrick BOULAY (Market & Technology Analyst - LED/OLED and Lighting Systems - Yole Développement) • Pierrick BOULAY works as a Market and Technology Analyst in the fields of LED, OLED, and Lighting Systems, carrying out technical, economic, and marketing analysis at Yole Développement, the "More than Moore" market research and strategy consulting company. He has experience in LED lighting, including general and automotive lighting, and OLED lighting. • Prior to Yole Développement, Pierrick worked in several R&D departments for LED lighting applications. He holds a master’s degree in Electronics from ESEO in France. ©2017 | www.yole.fr | IR LEDs and VCSELs | SAMPLE 8
RECENT TRENDS IN THE LED INDUSTRY Overview • General Lighting is no more a BLUE OCEAN due to strong price pressure and intense competition! • In this depressed environment, several players have therefore decided to develop new strategies in order to differentiate from mainstream players and reap higher margin levels (through new relays of growth): New relays of • As a consequence, most of the players of the industry are looking at new relay of growth and with different strategies: growth are required for LED • Product diversification (level 1) - What is beyond traditional package? manufacturers to Towards new package types: chip on board (COB) LEDs, LED Filaments, flip chip (FC) LEDs and chip-scale package (CSP) LEDs. survive. • Application diversification - What is out of general lighting and display applications? Players already Towards niche applications: automotive lighting, horticultural lighting (…). looking at what is • Other players are developing totally disruptive strategies for new growth relays: beyond visible LED (UV LED, IR • Product diversification (level 2) - What is beyond visible LED? LED…) and even Towards non-visible LEDs: UV LEDs and IR LEDs. what is beyond • Vertical integration - What is beyond visible LED chip and package? LED (Power Towards LED modules and LED system. Electronics…). • Activity diversification - What is beyond LED? Toward Power Electronics. • In this field, MicroLEDs are also a hot topic following Apple’s acquisition of Luxvue. ©2017 | www.yole.fr | IR LEDs and VCSELs | SAMPLE 10
LANDSCAPE - FROM IR LAMPS TO IR LEDS / LASERS Timeline of applications for IR LEDs / lasers 1960 1970 1980 1990 2000 2010 and more Timeline of development Timeline represent first R&D toward these applications TOWARD HIGH VOLUME APPLICATIONS Strong market pull for IR LEDs / • Surveillance • Eye tracking lasers! camera with • Proximity • Gesture night vision sensors recognition Recent 1961: Creation of • Photo interrupters • Adaptive cruise • Lane departure systems development of IR LED • Smoke detectors • Remote controls control (ACC) warning systems • Occupancy • Pulse oximeters • IR touch screen new / systems • Blind spot detectors 1962: Creation of • Traffic pre- displays breakthrough IR laser emption systems • Automatic detectors • Driver applications / number plate • Laser autofocus monitoring functionalities is recognition systems systems systems • (…) driving the integration of IR • First developed applications were simple applications combining an IR LED and a photodetector to produce an "ON" or "OFF" light sources. output signal like photo interrupters or smoke detectors. • Other applications like LIDAR were developed using laser source for aero spatial and military applications. It took years to see this application developed for consumer applications. • The first big consumer applications using IR LED was the remote control one (in the 1980s), followed by surveillance camera with night vision (in the 1990s - following the development of image sensors). • Nowadays, development of new / smart functionalities in smartphone, medical, automotive (…) and development of breakthrough devices / functions (i.e.: wearable, AR / VR) is driving IR LED / lasers towards new applications. ©2017 | www.yole.fr | IR LEDs and VCSELs | SAMPLE 11
LANDSCAPE - CLASSIFICATION OF IR LED / LASER APPLICATIONS Classification by function - Global analysis Functions: DATA TRANSFER EMISSION DETECTION Sub-functions: SENSING IMAGING • Optical Communication • Remote Control (i.e.: • Proximity Sensor • Surveillance Camera emitter side) • XX • XX • XX • XX • XX • Movie Pirating • Traffic Pre-Emption Syst. • Biometric Sensor / Face • XX Recognition • XX • XX • Pulse Oximeter • Occupancy Sensor • XX • XX Applications: • Blood Pressure Sensor • Driver Monitoring Syst. • XX • XX • XX • XX • XX • XX • LDW System • XX • XX • XX • XX • XX • Gas Sensor ©2017 | www.yole.fr | IR LEDs and VCSELs | SAMPLE 12
IR LED / LASER MARKET - SYNTHESIS BY APPLICATION (4/5) IR Light Development 2017 IR Light 2022 IR Light CAGR Application IR Light Function Wavelength Key Players1 Comments Source Status Source Market Source Market 2017-2022 Biometric To use vascular Sensors - Vein patterns as IR LED 760nm XX $XXM $XXM +40.5% Hitachi, XX (…) XX Recognition identification data Biometric To use patterns of Fujitsu, XX, XX, Sensors - Iris the iris as Iris recognition and face recognition are XX (…) Recognition identification data XXnm and likely to be integrated in the same device IR LED XXnm, or Commercialized $XXM $XXM +XX% (using same IR light) for volume Biometric To use patterns of XXnm only applications (such as smartphones), and XX, Suprema, XX with development of mobile payments Sensors - Face the face as (…) Recognition identification data Fast growth in US and China - Number Plate To automatically 850nm or XX, Pelco , Moderated growth in Europe which is Recognition identify number IR LED Commercialized $0.7M $1.7M +20.1% 940nm XX(…) more mature (i.e.: technology already Systems plates adopted since a long time) Occupancy To detect and classify XX XXnm R&D No Market $XXM (Total) NA Hamamatsu (…) XX Sensors seat occupant XX FIR is preferred nowadays - Fusion with Night Vision To enable low light IR LED NIR was introduced, allowing for XXnm Commercialized $XXM $XXM +4.5% XX, Autoliv (…) Systems or night vision IR EEL detection of pedestrian - But this could be replaced by LIDAR To enables gaze Today, mostly used for DFW and sell as Driver Monitoring target recognition, XXnm or Morpho, XX, high-end option - Fast growth expected IR LED Commercialized $XXM $XXM +4.8% Systems drowsiness XXnm Harman (…) with the development of autonomous classification (…) cars 1. Sensor / Module / System Level ©2017 | www.yole.fr | IR LEDs and VCSELs | SAMPLE 13
REMOTE CONTROL EMISSION IR blasters in smartphones, tablets and smartwatches IR Blaster Smartphones Tablets Smartwatch • Motorola - • Samsung - Galaxy • Samsung Gear Xyboard S6 • Samsung Gear 2 • LG - G5 • Sony - Xperia Z2 • HTC - One M9+ Tablet • ZTE - Nubia Z11 • Samsung - Galaxy • Oppo - Mirror 5s Tab 4 7.0 • Sony - Xperia Z • LG - G Pad X 8.0 • Honor - 8 • Medion - Lifetab • Huawei - P9 plus • Mobicel - Cherry • Xiaomi - Max • Ulefone - Power LG G Pad with remote control application • Lenovo - Vibe X3 (Source: LG) Samsung Gear 2 with WatchON • Panasonic - P55 Remote application Novo (Source: Samsung) • Letv - LeMax Oppo smartphone with remote application (Source: Oppo) ©2017 | www.yole.fr | IR LEDs and VCSELs | SAMPLE 14
DETECTION / PROXIMITY SENSORS SENSING Analysis (3/3) PHOTODIODE Characteristics: • This application uses IR LEDs with a peak sensitivity wavelength at 940nm. • As proximity sensor are used in smartphones, proximity sensor manufacturers need to use low profile Discrete sensor IR LEDs. ALS/proximity sensor • Thickness of IR LED is ~1mm. • Radiant intensity is low (~2mW/sr) because the user will be detected at a few centimeters from the smartphone. 2-in-1 sensor • This technology is low cost and has a low power consumption (10 - 50mA). ALS + proximity sensor OR Trends: Proximity sensor + LED • Smartphone integrate different types of sensors, such as: • An Ambient Light Sensor (ALS) to automatically adjust backlight of the screen. • A proximity sensor to turn off the display. 3-in-1 sensor or • A RGB sensor that have the ability to sense each RGB component of light. « module » • Current trend is to include more functions in a single package to decrease total OEM integration ALS + proximity process and cost, and decrease the form factor of the sensor ( Toward Sensor Fusion). sensor + IR LED • Today, most of the products have a 2-in-1 or a 3-in-1 package. • New development would include other functions in this package like gesture detection (…). • Such trend (i.e.: sensor fusion) will also push for VCSEL technology to have proximity sensing + gesture recognition functions for example (…). • Some proximity sensors already integrate an IR VCSEL in commercial products. ©2017 | www.yole.fr | IR LEDs and VCSELs | SAMPLE 15
DETECTION / BLOOD GLUCOSE MONITORS SENSING Synthesis (description, requirements, market insights…) PHOTODIODE + DATA PROCESSING DESCRIPTION: IR LIGHT SOURCE TYPE: • Blood glucose monitors are used to measure the amount of glucose in blood, especially for patients • IR LED with symptoms of abnormally high (hyperglycaemia) or low (hypoglycaemia) blood glucose levels. TECHNICAL REQUIREMENTS: MARKET INSIGHTS: • Wavelength: XXnm (NIR) • Development status: XX - XX • Optic: Narrow beam angle • Competitive technologies: Invasive glucometer with a blood • Other: XX drop • Cost aspects: Non Available • Challenges:To provide an accurate and reliable measurement. • Trends: Emerging - Allow for non-invasive sensing - Research are focused on non invasive methods - Not adapted yet to clinical ASSOCIATED COMPONENTS: settings • Photodiode • Data processing PLAYERS: MARKET FORECAST: • Cnoga Medical (…) • 2017 IR Light Source Market: $XXM • 2022 IR Light Source Market: $XXM • CAGR 2017-2022: +171% ©2017 | www.yole.fr | IR LEDs and VCSELs | SAMPLE 16
IR LIGHT SOURCE MARKET (LED AND LASER DIODE) Total market revenue ($M) - Split by application (1/2) IR light source market is expected to grow from ~$XXM in 2017 to ~$XXM in 2022! CAGR 2017 - 2022 = 19% ©2017 | www.yole.fr | IR LEDs and VCSELs | SAMPLE 17
10 YEARS TREND 2017 - 2022 relative growth of major applications MARKET THAT WILL BOOM DURING THE CAGR 2017-2022 2022 - 2027 PERIOD Some applications will generate large revenues and strong growth rates during the next 5 years… Market that will boom But some others during the 2017 - 2022 (like XX, XX or period XX) are just emerging and expected to boom in the next 10 years. 2022 Market ($M) ©2017 | www.yole.fr | IR LEDs and VCSELs | SAMPLE 18
IR SYSTEMS ROADMAP - SMARTPHONE IR LED / IR laser systems and players in smartphones PROXIMITY SENSOR INTERFACE XX XX and 3D imaging represent the XX next value EYE / IRIS proposition in XX OPTICAL SECURITY RECOGNITION smartphones. AUTOFOCUS XX ENVIRONMENT ©2017 | www.yole.fr | IR LEDs and VCSELs | SAMPLE 19
IR SYSTEMS ROADMAP - SMARTPHONE Roadmap - Increasing functionalities in smartphones Market introduction Market acceptance XX LEGEND: XX Gas Detect. Gaming & 3D Avatar 3D CAMERA Enhanced Communication XX XX XX A proliferation XX XX & XX of functions using different XX XX type of IR based sensors. PROXIMITY SENSOR Screen Turn Off (during phone call) • Since few years, many functionalities using IR light sources were developed in smartphones. • Applications are no longer basic like proximity sensor using a simple photodetector combined with an IR LED. New applications are more complex now using data processing and new light sources like laser diode and / or VCSEL. ©2017 | www.yole.fr | IR LEDs and Lasers | SAMPLE 20
IR SYSTEMS ROADMAP - 3D IMAGING / SENSING Future of 3D imaging / sensing Technology Active sensing requiring structured light or ToF sensor! X There’s a huge need for IR illumination working closely with the sensor! Market footprint 2D imaging XX and XX luminance 3D imaging imaging depth should create Towards the more increasing importance of opportunities the tandem: for IR Sensor + illumination! Illumination! Opportunities not existing And several yet! opportunities have not yet emerged for XX. Visible & Time of flight XX XX NIR Stereo XX Event-based Hyperspectral 1960 40 years 2000 20 years 2020 10 years 2030 5 years 2035 beyond Acceleration - The speed of “technology change” doubles every technology shift ©2017 | www.yole.fr | IR LEDs and VCSELs | SAMPLE 21
INTEGRATION OF IR SOURCES IN PACKAGE - TRENDS Two different paths in integration - Smarter or smaller? • As mentioned previously, there is an increasing market interest for photonic devices, sensors and modules in a wide range of applications (including consumer, automotive, medical and industrial). • For example, LIDARs are becoming essential elements for autonomous driving, non-dispersive IR sensors are enabling high sensitivity gas detection in portable applications, Time of Flight (ToF) technologies make gesture recognition possible (…). • All these technologies have in common the fact that they combine in a single package a light source (LED, laser diode…), a detector and a data processing unit. • While some companies focus on developing smaller and smaller devices (i.e.: miniaturization trend), others prefer to go into another direction Integrating more functions in the package or module. Smarter or • Winners are the ones who will be able to merge both approaches More functions in a reduced package / module! smaller? Two different paths in integration. SMARTER SWEET SPOT! Strategies in the optical Note that ams has acquired Heptagon in 2016 sensor industry to get access to “light management” competences and become “smarter” in optical sensing. Also, in 2017, ams has acquired Princeton Optronics (VCSEL manufacturers) to get access to “light source” competences and is now “fully” integrated. SMALLER ©2017 | www.yole.fr | IR LEDs and VCSELs | SAMPLE 22
INTEGRATION OF IR SOURCES IN PACKAGE - TRENDS System development - Complexity vs. Miniaturization Smartphone and automotive applications need more and more complex and miniaturized systems! BASIC / DUMB Applications driven by XX at the sensor / XX and XX are Remote Controls ANPR module level also driving this trend! Applications driven by XX at the sensor / Surveillance module level Cameras Basic applications requiring few Movie Pirating development at the sensor / module level LOW Horticulture MINIATURIZATION Lighting Time TOWARD XX AND XX APPLICATIONS ©2017 | www.yole.fr | IR LEDs and VCSELs | SAMPLE 23
INTEGRATION OF IR SOURCES IN PACKAGE - CASE STUDIES Fujitsu Arrows NX F-04G iris authentication system Fujitsu Arrows NX F-04G The first smartphone with iris recognition function! IR camera module cross section (Source: System Plus IR LED cross section Consulting) (Source: System Plus Consulting) ©2017 | www.yole.fr | IR LEDs and VCSELs | SAMPLE 24
INTEGRATION OF IR SOURCES IN PACKAGE - TRENDS Current companies’ positioning within the industry (non exhaustive) Sensor / Data Illumination Optic Packaging Positioning Detector Processing ams FULL SOLUTION PROVIDER STMicro. STMicrolectronics HETEROGENEOUS INTEGRATOR Each player will have to find its Sony FULLY INTEGRATED - No offer yet position, added- value and Hamamatsu SENSOR / MODULE PROVIDER related product portfolio / Largan structure! EM Marin Epistar SPECIALIST Goertek Jabil 1. But no offer yet! ©2017 | www.yole.fr | IR LEDs and VCSELs | SAMPLE 25
INTEGRATION OF IR SOURCES IN PACKAGE - TRENDS 2022 business opportunities - The case of 3D imaging in consumer and mobile XX 3D Camera Module ~$XXB opportunity ~$XXB opportunity in 2022 in 2022 Consumer ecosystem for 3D imaging and Illumination Optical Lens sensing ~$XXB opportunity ~$XXB opportunity in 2022 in 2022 XX Software ©2017 | www.yole.fr | IR LEDs and VCSELs | SAMPLE 26
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IR LEDS AND VCSELs - TECHNOLOGY, APPLICATIONS AND INDUSTRY TRENDS Market & Technology report - April 2017 3D imaging, gas sensing and autofocus will fuel the IR light source market to reach US$3.8B in 2027. KEY FEATURES OF THE REPORT INFRA-RED LIGHT SOURCES: A $1.5B OPPORTUNITY IN 2022 – AND et the sample of the report G POTENTIALLY $3.8B IN 2027 – DRIVEN BY SEVERAL NEW APPLICATIONS on www.i-Micronews.com • Detailed technical and market The market for LED and laser infra-red (IR) Today, these technologies are part of a analysis of IR LED and laser light sources is not new, but has evolved new revolution, still driven by smartphone applications, with in-depth analysis rapidly with the recent development of Solid applications. Integration of breakthrough of emerging applications State Lighting (SSL). Initially developed for functionalities such as 3D imaging, autofocus, • Analysis of IR system roadmap optical communication applications, these iris and face recognition is triggering a strong • Analysis of IR LED and laser light technologies, mostly IR LEDs, started to be market pull for efficient, miniaturized and sources including the technology integrated into consumer applications like complex IR illumination. This trend will also and industry, and their integration remote controls in the 1980s. Next, the create strong market opportunities for IR into sensors and modules market was driven forward by night vision lasers, mostly VCSELs, which allow more • IR LED and laser market forecast applications such as surveillance cameras. coherent and directional light than IR LEDs. from 2010-2022, with insights on But it’s only recently, with the development In this context, we expect the IR light source trends for 2023-2027 of smartphones, that IR LEDs and lasers have market to grow from around $450M in 2016 OBJECTIVES OF THE REPORT come back to prominence. And now, the to around $1,550M in 2022 at a compound market is set for growth for the next 10 years! annual growth rate of 22.7%. The objectives of the report are to: • U nderstand the overall landscape related to IR LEDs and lasers 2017 to 2027 IR light source market forecast ($M) • Review all applications of IR LEDs 4,000 and lasers, with insights into basic principles, technology, technical Emerging 3,500 applications requirements, trends and key players (3D cameras, autofocus systems, 3,000 • A nalyze the IR system roadmap and gas sensors…) its impacts on IR light source market 2,500 Proximity sensors volume and revenue • Analyze technology and industrial 2,000 Machine vision systems trends related to integration of 1,500 Surveillance IR illumination into sensors and cameras modules 1,000 Other applications 2023-2027 trends 500 RELATED REPORTS 0 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 Benefit from our Bundle & Annual (Yole Développement, April 2017) Subscription offers and access our analyses at the best available price and In addition, there are also several other principles, technology, trends, key players, and with great advantages applications that are emerging and for which market size. It highlights the global landscape a market boom is likely to happen in the next for IR light sources, including classification of 10 years. These include gas sensors, LIDARs, applications by wavelength, market segment driver monitoring systems and remote patient and function. Detailed market forecasts are monitoring sensors. We expect this second given based on these classifications and with wave of new applications to propel the IR light complementary analysis by light source for LEDs, source market to around $3,800M in 2027. edge-emitting lasers and VCSELs. Please note This report provides an in-depth analysis of that optical communication applications are not • 3 D Imaging and Sensing 2017 all IR light source applications, including: basic analyzed in this report. •G as Sensor Technology and Market 2016 VCSEL TECHNOLOGY WILL BE AT THE HEART OF THE INDUSTRY IN COMING YEARS • S ensors for Cellphones and Tablets 2016 • S ensors and Data Management for In a depressed visible LED industry, perceived as a potential new ‘blue ocean’ with Autonomous Vehicles 2015 manufacturers are looking at new attractive opportunities for those players. In Find all our reports on opportunities to increase their revenues and the past, only a handful of companies were www.i-micronews.com margins. In this context, the IR LED market is involved in IR LEDs but, as of Q1 2017, there
IR LEDS AND VCSELs - TECHNOLOGY, APPLICATIONS AND INDUSTRY TRENDS providing coherent and directional light, and IR IR light sources market shares - 2016 vs 2022 LEDs, offering lower manufacturing cost and ease 2016 IR light sources market shares 2022 IR light sources market shares of integration. Additionally, IR VCSELs allow new VCSEL sensing approaches, such as Time of Flight (ToF). VCSEL 48% 21% In this context, the IR VCSEL industry will be at the center of the attention and should experience IR LED strong growth in coming years. It is also likely 65% IR LED that some players will work on both IR LEDs and 45% EEL lasers to maximize their revenues. EEL 14% 7% Opportunities for both technologies will also Over a total market size of $450M Over a total market size of $1,550M be dependent on developments to overcome (Yole Développement, April 2017) current limitations, towards longer wavelengths, higher performance, multi-spectral functionality are more than 40 manufacturers. Osram and and lower cost. Typically, most current IR LEDs Vishay still lead the field but some players, like are in the 850nm or 940nm range. To enable Everlight or Epistar, have made large investments emerging applications such as gas sensors or to benefit from this opportunity. portable/integrated spectroscopy systems, While LEDs are important, VCSEL technology is longer wavelengths will be mandatory. the really hot topic. IR LEDs represented around Last but not least, integration of these light sources 65% of the IR light source market in 2016, but into sensors and modules will also be part of the this figure is likely to decrease to 45% in 2022. challenge to be handled by the photonic industry. Development of 3D cameras and autofocus applications, associated with the sensor fusion This report presents an analysis of IR LEDs and trend in smartphones and automotive, will VCSELs, including a map of manufacturers, insights strongly drive growth of the IR VCSEL market on manufacturing processes and technology, current in the future. The main advantage of this limitations and challenges. It also describes IR emerging technology is that it represents a good system roadmaps in key markets segment such as compromise between traditional laser diodes, smartphones and automotive. EVERYTHING IS HAPPENING IN PHOTONIC PACKAGING! WE ARE AT THE EVE OF AN INDUSTRIAL RESTRUCTURING... For a few years there has been an increasing interest chain or industry, and different strategies are in photonic devices, sensors and modules including starting to emerge to catch the maximum value of systems with IR illumination in a wide range of this high potential market. Should there be smarter applications such as consumer, automotive and devices? Smaller devices? This will soon be a multi- medical. However, photonic is radically different billion dollar industry. And, depending on current from electronic when it comes to packaging and positioning and attraction toward this emerging integration, and has its own challenges. market, each player may have different strategies Today, there is no “structured” photonic supply to capitalise on it. For example, ams, through the acquisition of Heptagon and Princeton Optronics, is now fully vertically integrated. Recent rumors Current positioning of some players in the photonic industry that STMicroelectronics’s single photon avalanche Sensor / Data diode (SPAD) imager is likely to be linked to the Illumination Optic Packaging Positioning Detector Processing iPhone 8 highlights that the company is enforcing ams FULL SOLUTION PROVIDER its position of heterogeneous integrator as no clear STMicro . STMicrolectronics HETEROGENEOUS INTEGRATOR standard approach or technology has emerged yet. Some players like the optics supplier Largan are Sony FULLY INTEGRATED - No offer yet betting on specialization. Hamamatsu SENSOR / MODULE PROVIDER Who will develop the right strategy? It’s too Largan early to know. However, what is sure is that the EM Marin industry is evolving. And those who don’t adapt Each player will have Osram to find its position and SPECIALIST accordingly might not be around to enjoy its product portfolio / Goertek lucrative-looking future. structure! Jabil This report analyzes integration of IR light sources into sensors and modules, detailing technology and (Yole Développement, April 2017) industry trends based on case studies. COMPANIES CITED IN THE REPORT (non exhaustive list) Alpha Sense, ams, Apple, Autoliv, Avago, Bosch, Bridgelux, Cambridge CMOS Sensor, Chronocam, Coherent, Continental, Delta ID, Epistar, Everlight, Excelitas, Finisar, Fujitsu, GSS, Hamamatsu, Harman, Hella, Heptagon, Hitachi, Infineon, Intel, IPG Photonic, Iritech, LG, Luminus Devices, Morpho, Nonin, Omnivision, Osram, Panasonic, Philips Photonic, pmd, Primesense, Princeton Optronics, Quanergy, Rohm, Samsung, Sharp, SMI Vision, SoftKinetic, Sony, STMicroelectronics, Stanley, Sumitomo Electric, Tobii, Valeo, Velodyne, Vishay...
MARKET & TECHNOLOGY REPORT TABLE OF CONTENTS (complete content on i-Micronews.com) Status of the LED industry and recent trends 40 - E ye tracking systems > S tatus of the LED industry - G esture recognition systems - History of the visible LED industry - M achine vision systems - 2015 and 2016 in a nutshell - S pectroscopy systems - 3 D cameras and imaging - Future trends > Low value applications AUTHORS - LED market trends Pars Mukish holds a master’s degree >R ecent trends in the LED industry - R emote control - M ovie pirating prevention in materials science and polymers from - Application diversification - Automotive lighting - Product diversification - UV LEDs - T ilt sensors ITECH in France and a master’s degree in - B lind spot sensors innovation and technology management Preliminary definitions and principles 54 - T raffic pre-emption systems from EM Lyon in France. Since 2015, > IR laser diodes - Taxonomy used in the report - S moke detectors > Incoherent light vs. Coherent light Mukish has taken on responsibility for - P hoto interrupters > Modulation of light - P ulse oximeters developing LED, OLED and sapphire > Structured light - H eart rate sensors activities as Business Unit Manager > Time of Flight (ToF) - A daptive cruise control systems at Yole Développement. Previously, - 3D time-of-flight arrays - R ain sensors he worked as Marketing Analyst and - Trends - L ane departure warning systems Techno-Economic Analyst for several > Shutter - Global shutter vs. Rolling shutter - T ouch screen displays years at the French Research Center, IR LED/Laser landscape 65 - O ccupancy sensors CEA. > From IR lamps to IR LEDs/lasers IR systems roadmap 226 - Classification of IR wavelengths > Smartphones - Overview of IR light sources - IR LED/IR laser systems and players - IR lamps - Overview of applications - R oadmap - Increasing functionality in - IR LEDs/lasers - Definition and history smartphones - IR lamps vs. IR LEDs/lasers - From new light - Roadmap - Evolution of sensors in smartphones sources to new applications - F uture of smartphones - 3D camera/Iris and - T imeline of applications for IR LEDs/lasers Gesture recognition/Spectroscopy > Classification of IR LED/laser applications > Automotive - C lassification by wavelength - Overall - IR LED/IR laser systems and players analysis - R oadmap - Increasing functionality in - C lassification by wavelength and market automotive Pierrick Boulay works as Market segment - Focus on NIR - F uture of automotive - 3D camera/Iris and Technology Analyst in the fields of - C lassification by function recognition/Gesture recognition LED, OLED and lighting systems, doing - C lassification by light source > Gas sensing - C lassification by package type - IR LED/IR laser systems in gas sensors technical, economic and marketing - R oadmap - Technology for portable system - analysis at Yole Développement, the IR LED/Laser Market 86 MOS vs. NDIR “More than Moore” market research > Synthesis by application - R oadmap - Miniaturization aspects - Case of and strategy consulting company. He > IR LED and laser diode market - Market volume (Munits) eLichens Optical MEMS sensors has experience in both LED lighting, - F uture of gas sensing - Reduced power including general lighting and automotive - Market revenue ($M) consumption/Increased lifetime - M arket volume (Munits) and revenue ($M) - > 3D imaging and sensing lighting, and OLED lighting. In the past, Split by wavelength and by light source - C onsumer - Overview of front 3D ToF he mostly worked in R&D depar tments - M arket shares by light source - 2017 vs. 2022 camera opportunities for LED lighting applications. Pierrick > IR LED market - C onsumer - 3D ToF for video call and holds a master degree in Electronics - Market volume (Munits and $M) - By application - M arket volume (Munits) and revenue ($M) - morphing from ESEO in France. - C onsumer - 3D ToF imaging for biometry Split by package power and package type - C onsumer - Google Tango project > IR laser diode market - C onsumer - Application using structured - M arket volume (Munits) and revenue ($M) - light principle Split by application and by laser type - R oadmap - Consumer - Comparison of 3D > 10-year trend imaging technologies - 2 017-2022 growth trends for high volume - R oadmap - Medical - Optical Coherence applications Tomography (OCT) - 2 017-2022 relative growth of major - F uture of 3D imaging and sensing applications - N ew applications IR LED and laser light sources 255 - 2 017-2027 IR LED and laser diode market > IR LEDs revenue trend - Key manufacturers IR LED/laser applications 119 - Manufacturing process - Key challenges > Introduction > IR laser diodes - H igh value applications vs. Low value - EEL and SEL/VCSEL compared to LEDs applications - Key manufacturers - T he case of optical communication - Key challenges > High value applications - H orticultural lighting Integration of IR sources in packages 270 - P roximity sensors > Technology trends - B lood pressure sensors - From optoelectronic to photonic - B lood glucose monitors - T wo different paths in integration - Smarter - LIDAR or smaller? - A utofocus systems - S ystem development - Complexity vs. - G as sensors Miniaturization - S urveillance cameras - F ocus on smartphones - B iometric sensors: Vein recognition - F ocus on automotive Find more - B iometric sensors: Iris recognition >C ase studies (i.e.: reverse engineering analysis details about this report here: - B iometric sensors: Face recognition from System Plus Consulting) - N umber plate recognition systems > Industry trends - Photonic in package - N ight vision systems Conclusion297 - D river monitoring systems
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FIELDS OF EXPERTISE Imaging MEMS & Sensors Photonics RF (Devices & Technologies) Displays MedTech Solid State Lighting Our 30 analysts Manufacturing (LED, OLED…) operate in the following areas. Compound Semi. Advanced Packaging Power Electronics Advanced Substrates Batteries/Energy Management ©2017 | www.yole.fr | IR LEDs and VCSELs | SAMPLE 30
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A GROUP OF COMPANIES M&A operations Due diligences www.yolefinance.com Innovation & Business maker www.bmorpho.com Manufacturing costs analysis Market, technology Teardown and reverse engineering and strategy Cost simulation tools www.systemplus.fr consulting www.yole.fr IP analysis Patent assessment www.knowmade.fr Test & Measurement Expertise Research & Innovation www.piseo.fr ©2017 | www.yole.fr | IR LEDs and VCSELs | SAMPLE 32
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REPORTS COLLECTION o Yole Développement publishes a comprehensive collection of market & technology reports and patent analysis in: • MEMS & Sensors • RF devices & technologies • Imaging • Medical technologies (MedTech) • Photonics • Advanced packaging • Manufacturing • Power electronics • Batteries and Energy management • Compound semiconductors • LED • Displays o You are looking for: • An analysis of your product market • A review of your competitors evolution • An understanding of your manufacturing and production costs www.i-Micronews.com • An understanding of your industry technology roadmap and related IPs • A clear view on the evolution of the supply chain The combined team of 50+ experts (PhDs, MBAs, industry veterans…) from Yole Développement, System Plus Consulting and KnowMade, collect information, identify the trends, the challenges, the emerging markets, the competitive environments and turn it into results to give you a complete picture of your industry landscape. In the past 18 years, we worked on more than 1 500 projects, interacting with technology professional and high level opinion makers from the main players of the industry. o Every year, Yole Développement, System Plus Consulting and Knowmade publish +120 reports. Gain full benefit from our Bundle and Annual Subscription offers. ©2017 | www.yole.fr | IR LEDs and VCSELs | SAMPLE 37
OUR 2017 REPORTS PLANNING (1/2) MARKET AND TECHNOLOGY REPORTS by Yole Développement o MEMS & SENSORS − Fingerprint Sensor Applications and Technologies - Consumer Market Focus 2017 − MEMS Microphones, Speakers and Audio Solutions 2017 o MEDTECH − Status of the MEMS Industry 2017 − Status of the Microfluidics Industry 2017 − MEMS & Sensors for Automotive 2017 − Solid State Medical Imaging 2017 − High End Inertial Sensors for Defense and Industrial Applications 2017 − Sensors for HomeCare 2017 − Sensor Modules for Smart Building 2017 − Sensors for Medical Robotics 2017 − Sensing and Display for AR/VR/MR 2017 (Vol 1) − Organs-on-a Chip 2017 − MEMS Packaging 2017 − Magnetic Sensors Market and Technologies 2017** o ADVANCED PACKAGING − Microspectrometers Markets and Applications 2017** − Advanced Substrates Overview 2017 − Status of the Advanced Packaging Industry 2017 o RF DEVICES AND TECHNOLOGIES − Fan Out Packaging: Market & Technology Trends 2017 − RF Components and Modules for Cellphones 2017 − 3D Business Update: Market & Technology Trends 2017 − Advanced RF SiP for Cellphones 2017 − Advanced QFN: Market & Technology Trends 2017** − 5G and Beyond (Vol 1): Impact on RF Industry, from Infrastructure to Terminals − Inspection and Metrology for Advanced Packaging Platform 2017** 2017 − Advanced Packaging for Memories 2017 − 5G and Beyond (Vol 2): RF Materials Platform, from Infrastructure to Terminals − Embedded Die Packaging: Technologies and Markets Trends 2017 2017 − RF Technologies for Automotive Applications 2017 o MANUFACTURING − GaN and Si LDMOS Market and Technology Trends for RF Power 2017 − Glass Substrate Manufacturing 2017 − Equipment & Materials for Fan Out Technology 2017 o IMAGING & OPTOELECTRONICS − Equipment & Materials for 3D T(X)V Technology 2017 − 3D Imaging & Sensing 2017 − Emerging Non Volatile Memories 2017 − Status of the CMOS Image Sensor Industry 2017 − Camera Module for Consumer and Automotive Applications 2017 − Uncooled Infrared Imaging Technology & Market Trends 2017 ** To be confirmed − Active Imaging and Lidars 2017 (vol 1) ©2017 | www.yole.fr | IR LEDs and VCSELs | SAMPLE 38
OUR 2017 REPORTS PLANNING (2/2) o POWER ELECTRONICS o SOLID STATE LIGHTING (LED, OLED…) − Status of Power Electronics Industry 2017 − UV LEDs 2017 - Technology, Manufacturing and Application Trends − Power Mosfets Market and Technology Trends 2017 − Agricultural Lighting 2017 - Technology, Industry and Market Trends − IGBT Market and Technology Trends 2017 − Automotive Lighting 2017 - Technology, Industry and Market Trends − Power Packaging Market and Technology Trends 2017 − Active Imaging and Lidar 2017 (Vol 2) - IR Lighting** − Power SiC 2017: Materials, Devices, and Applications − LED Lighting Module 2017 - Technology, Industry and Market Trends − Power GaN 2017: Materials, Devices, and Applications − IR LEDs 2017 - Technology, Manufacturing and Application Trends − Materials Market Opportunities for Cellphone Thermal Management (Battery − Phosphors & Quantum Dots 2017 - LED Downconverters for Lighting & Displays Cooling, Fast Charging, Data Processing, Battery Cooling, etc.) 2017 − CSP LED Module 2017 − Gate Driver Market and Technology Trends in Power Electronics 2017 − LED Packaging 2017 − Power Management ICs Market Quarterly Update 2017 − Power Electronics for Electrical Aircraft, Rail and Buses 2017 − Thermal Management for LED and Power 2017 PATENT ANALYSIS by Knowmade − 3D Monolithic Memory: Patent Landscape Analysis o BATTERY AND ENERGY MANAGEMENT − Microfluidic Diagnostic: Patent Landscape Analysis − Status of Battery Industry for Stationary, Automotive and Consumer Applications − GaN Technology: Top-100 IP profiles** 2017 − Uncooled Infrared Imaging: Patent Landscape Analysis** − MEMS Microphone: Patent Landscape Analysis** o COMPOUND SEMICONDUCTORS − MEMS Microphone: Knowles' Patent Portfolio Analysis** − Power SiC 2017: Materials, Devices, and Applications − MicroLEDs: Patent Landscape Analysis** − Power GaN 2017: Materials, Devices, and Applications − Microbolometer: Patents used in products** − GaN and Si LDMOS Market and Technology Trends for RF Power 2017 − Micropumps: Patent Landscape Analysis** − Bulk GaN Technology Status and Market Expectations (Power, LED, Lasers) 2017 − Flexible batteries: Patent Landscape Analysis** o DISPLAYS − Microdisplays and MicroLEDs 2017 TEARDOWN & REVERSE COSTING by System Plus Consulting − Display for Augmented Reality, Virtual Reality and Mixed Reality 2017 More than 60 teardowns and reverse costing analysis and cost simulation tools to be − QD for Display Applications 2017 published in 2017. − Phosphors & Quantum Dots 2017 - LED Downconverters for Lighting & Displays − Emerging Display Technologies 2017** ** To be confirmed ©2017 | www.yole.fr | IR LEDs and VCSELs | SAMPLE 39
OUR 2016 PUBLISHED REPORTS LIST (1/2) MARKET AND TECHNOLOGY REPORTS by Yole Développement o COMPOUND SEMICONDUCTORS − Power GaN 2016: Epitaxy and Devices, Applications and Technology Trends o MEMS & SENSORS − GaN RF Devices Market: Applications, Players, Technology and substrates 2016 − Gas Sensors Technology and Market 2016 − Sapphire Applications & Market 2016: from LED to Consumer Electronics − Status of the MEMs Industry 2016 − Power SiC 2016: Materials, Devices, Modules, and Applications − Sensors for Cellphones and Tablets 2016 − Market and Technology Trends of Inkjet Printheads 2016 o LED − Sensors for Biometry and Recognition 2016 − UV LED Technology, Manufacturing and Applications Trends 2016 − Silicon Photonics 2016 − OLED for Lighting 2016 – Technology, Industry and Market Trends − Automotive Lighting: Technology, Industry and Market Trends 2016 o IMAGING & OPTOELECTRONICS − Thermal Management Technology and Market Perspectives in Power Electronics and − Status of the CMOS Image Sensor Industry 2016 LEDs 2017 − Uncooled Infrared Imaging Technology & Market Trends 2016 − Organic Thin Film Transistor 2016: Flexible Displays and Other Applications − Imaging Technologies for Automotive 2016 − Sapphire Applications & Market 2016: from LED to Consumer Electronics − Sensors for Drones & Robots: Market Opportunities and Technology Evolution 2016 − LED Packaging 2017: Market, Technology and Industry Landscape o MEDTECH o POWER ELECTRONICS − BioMEMS 2016 − Power Electronics for EV/HEV 2016: Market, Innovations and Trends − Point of Care Testing 2016: Application of Microfluidic Technologies − Status of Power Electronics Industry 2016 − Passive Components Technologies and Market Trends for Power Electronics 2016 o ADVANCED PACKAGING − Power SiC 2016: Materials, Devices, Modules, and Applications − Embedded Die Packaging: Technology and Market Trends 2017 − Power GaN 2016: Epitaxy and Devices, Applications, and Technology Trends − 2.5D & 3D IC TSV Interconnect for Advanced Packaging: Business Update 2016 − Inverter Technologies Trends & Market Expectations 2016 − Fan-Out: Technologies and Market Trends 2016 − Opportunities for Power Electronics in Renewable Electricity Generation 2016 − Fan-In Packaging: Business update 2016 − Thermal Management Technology and Market Perspectives in Power Electronics and LEDs 2017 − Status and Prospects for the Advanced Packaging Industry in China 2016 − GaN RF Devices Market: Applications, Players, Technology and substrates 2016 o MANUFACTURING o BATTERY AND ENERGY MANAGEMENT − Thin Wafer Processing and Dicing Equipment Market 2016 − Beyond Li-ion Batteries: Present and Future Li-ion Technology Challengers 2016 − Emerging Non Volatile Memories 2016 − Stationary Storage and Automotive Li-ion Battery Packs 2016 − Opportunities for Power Electronics in Renewable Electricity Generation 2016 ©2017 | www.yole.fr | IR LEDs and VCSELs | SAMPLE 40
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