The beginning of a transformation – how LED’s are starting to re-shape general illumination applications

Presentation Overview

•OSRAM SYLVANIA’s vision for LEDs•LED value chain•LED technology benefits and comparisons•General lighting market segments that are being impacted

by LEDs•Barriers to LED adoption•LED business models in general lighting•Application examples•Conclusion

OSRAM SYLVANIA’s vision for LED lighting

OSRAM SYLVANIA is committed to develop and promote environmentally friendly and energy efficient lighting systems.

LED systems for general lighting, display backlighting and automotive headlamps reflect our current focus on commercializing this technology.

We believe in using lighting technology to offer products that are useful, create new applications and are fun to use

“We make better light for better living”

OSRAM global sales by business divisions FY 2006

Global sales for FY 06 Euro 4.6

Billion

OSRAM SYLVANIA’s commitment to energy efficiency

LED value chain:Bridging the gap between discrete devices and system solutions

Board Heatsink

Optics Driver LightSource

Power+Control

Fixture

OEM’s

Chip Package

OSRAM SYLVANIA

Key advantages of LED’s for general illumination

• Long life (50K hrs)• Directional light source• Small size• Flexible light source/unique looks/trendy• Color tunability of white light• Colored lighting• Energy efficiency/savings• Maintenance cost savings• Low voltage/safety• Rugged

Lighting Technology Comparison:Emission patterns vs. technology

Directional Linear Array Chain

Incandescent/ Halogen

Fluorescent

HID

LED Systems

Lighting Technology Comparison:CRI vs. technology

0 20 40 60 80 100 120

CRI

HID Metal Halide

HID HPSodium

CFL

Linear FL

Induction FL

Incandescent

LED System

Lighting Technology Comparison:Lamp LPW vs. technology

0 20 40 60 80 100 120

LPW

HID Metal Halide

HID HPSodium

CFL

Linear FL

Induction FL

Incandescent

LED System

0 20000 40000 60000 80000 100000 120000

Hours

HID Metal Halide

HID HPSodium

CFL

Linear FL

Induction FL

Incandescent

LED System

Lighting Technology Comparison:Lamp life vs. technology

OSRAM SYLVANIA Application macro-segments for General Lighting

General Illumination• Cove, wall-washing,

undercabinet, freezer case, down lighting, street-lighting, display cases, task lighting, retrofits

Decorative/Architectural lighting• Colormixing, colored lighting of

building facades/coves, accent lighting

Signage• Channel letter signs

From macro-segments to sub-segments:Matching LED attributes to general illumination segment needs

Streetlighting/TunnelsGas stationsParking garagesLandscapeBillboardsSignage

UndercabinetDownlightsShelf/Freezer caseCoveWall washingResidential

High end retailMuseumsMedical/Patient roomsHigh end residential

Outdoor

Indoor

Fixed color temperature Tunable white

For each application metrics should be used to evaluate LED systems vs. the incumbent technology along the dimensions of lifetime, CRI, CCT, efficiency and cost

Downlight Application Example

In certain cases LED luminaires can meet and exceed CFL luminaire efficacy!

Lightsource Lumens 2400 lm 1492 lm -38%

Light exiting fixture (after losses) 1134 lm 1134 lm

CCT 3300 K 3300 K

Typ Lm per LED instant-on 77.3 lm

Typ # of LEDs 19

Typ input power 35.0 22.0 W

Typ efficacy (cc PS 90%) 32.4 45.7 LPW +41%

32W TT CFL LED

LPWW

Barriers to adoption of LED technology in General Lighting

•Consistent quality of light»The “b” word for CCT………….»CRI of some of the white light generation techniques (RGB, RGBW,

RW…)

•Standardization»Of terminologies»Of performance metrics»And eventually of light sources/systems

• Initial system costs•Continued rapid pace of change in technology•Emergence of OLEDs, other inorganic LED technologies,

improvements in existing lighting technologies

Binning challenges with LEDs for adoption into general lighting

Business models

Lamp Manuf.

Ballast Manuf.

Fixture OEM Lighting agents/ Distributors

End user

Lighting designer/ Specifier

Architect

Contractor

Lighting services org.

OSRAM SYLVANIA’s LED Lighting Value Proposition

Light Source Power/Control Service/Support•Discrete LEDs•LED Modules & Accessories•LED Lamps

• Power Supplies• Class 2 Power Supplies• Various power/voltage • Damp rated

•Control Interfaces• Dimming• Color sequencing• DMX, DALI, etc.

•Commercial Engineering• Specification support

•SYLVANIA Lighting Services• Total Turnkey Lighting Solutions• In-field service• Retrofit products and services

•Other• Custom systems design• Application development

General Illumination Application Segments:Façade lighting

General Illumination Application Segments:Cove Lighting

Louis Polson Lighting

Decorative lighting applications:Hybrid LED/ Fluorescent downlights

General Illumination Application Segments:Cove Lighting

General Illumination Application Segments:Display case, Freezer case and Shelf lighting applications

Decorative lighting applications:Facade lighting, Architectural accents

General Illumination Application Segments:Undercabinet and Spot/Downlighting

Signage and Outdoor Lighting Applications

Conclusion

•LEDs have started transforming the general lighting marketspace

»Initial market penetration has been in specific application segments - signage, architectural lighting, down lighting, cove lighting, streetlighting, undercabinet, shelf lighting, display/freezer cases

»LEDs will evolve to become one of the common general lighting technologies to compete with fluorescent and HID technologies

»LEDs have to overcome “quality of light” performance barriers to deliver on customer expectations

»Several alternative business models will evolve in the mid-term

THANK YOU!