General LED Lighting Shenzhen Review

1 December 2012, LED Lighting

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LED General Lighting Segments

Integral LED 3-20 W, most <12 W Compact space requirements Bulbs
drive new architectures Market is in constant change
LED performance improving Capacity expansion is drive down cost (LED backlighting)

5-200W+ LED Ballasts Similar to current power supply architectures with some optimization All our key power supply customers are engaged in this market Delta, Meanwell, Emerson, etc OEMs to Philips, Toshiba, GE
2 December 2012, LED Lighting Confidential Proprietary

How Big is The Lighting Market (2011)

Source: IMS February 2012

3 December 2012, LED Lighting Confidential Proprietary

LED Bulb Penetration

Bull Case

Inflection Point

Bear Case

Source: Canaccord Genuity 2012

Source: IMS Feb 2012

15% Bulb penetration in 2016 represents >12B Sockets shipped in next 4 years

14 December 2012, LED Lighting

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Market Realities
LED adoption driven by operating cost and initial cost
Price of energy and hours of use determine payback Incremental cost between other energy saving lighting Buyer education and awareness <$10 is viewed a key tipping point in Europe and North America

First beneficiaries of incandescent phase outs are halogen and CFL technologies due to next lowest cost technology Each market is different
Japan has been 1st mover due to high energy cost & power constraints US and Europe slowly adopting (slow building, Euro crisis) China just put in place direct manufacturer subsidies and picked winners Korea is aggressively driving to encourage local suppliers (Samsung/LG)
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16 December 2012, LED Lighting

Lighting Growth
Rising energy cost is fueling the need for efficient lighting Change in lighting infrastructure
Replacement Refurbish New construction

Key is emerging economies

Population growth Wealth effect Urbanization

China is the worlds lighting factory

17 December 2012, LED Lighting Confidential Proprietary

Regional Technical Requirements

US Energystar bulbs > 5W must have a PF of >0.7 Energystar is voluntary but utilities typically use it select what qualifies for a rebate for commercial lighting incentives. Most utilities are doing limited rebates for LED bulbs and still promoting CFL for residential lighting No dimming requirement in Energystar today Japan falls version of EN61000-3-2, which requires specific harmonic requirements, easiest way to meet it is a smaller than normal bulk cap (PF ~ 0.6), same in European Union

>80% of LED bulbs sold in Japan are non-dimmable

18 December 2012, LED Lighting Confidential Proprietary

US Home Lighting Survey

Estimate of installed base of TRIAC dimmers in US (150-200 Mu)
1.5-2 per household May control up to 8 lamps

This is based on California households so there will be regional differences, higher energy costs, greener than other parts of US Usage varies significantly globally as well Vast majority >85% of the bulbs in the home are not on dimmers
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Source: CFL Market Profile, September 2010, Energystar

19 December 2012, LED Lighting

US Department of Energy Testing Program Results

20 December 2012, LED Lighting

Confidential Proprietary

Market Segments for NCL30080-3

Decorative and Globe
General Service A19/A21 E26/7 Base Directional/Spot Lamps GU10/PAR/ BAR Many require Triac dimming

Small Constant Current Drivers

Typically < 15 W

Fluorescent Tube replacement is not a likely target, mostly HiPF/Low THD

21 December 2012, LED Lighting Confidential Proprietary

Bulb Price/Positioning Consumer

Dimmable LED 2 /$25

Relative Cost

Halogen

CFL Dimmable

Non-dimmable/ Step dimmable 2 / $20

CFL

Incandescent

Energy Saving/Longer Life (Not to scale)

22 December 2012, LED Lighting Confidential Proprietary

PSR Competition Map

Charger Controller IC Charger Switchers Monolithic or Copack

Limitations Accuracy VF Range Efficiency Size

Other LED Drivers

Typically Constant Power Ex: LM3444 Buck Driver that NS did some isolated Primary side Designs LV5026 For example is also in this category Renesas R2A20134

BJT/MOSFET

BJT/MOSFET

Optimized LED Driver Controllers

Optimized LED Switchers Monolithic or Copack

BJT/MOSFET

MOSFET

MUST be optimized For ONE power

23 December 2012, LED Lighting

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Smart Lighting is Emerging

LEDs are much easier to control and dim

Electronics opens up new features

Occupancy sensor built into bulb IR control Wireless (Bluetooth, Zigbee, Proprietary)

Products are on the market now Traditional triac dimming will become less critical
24 December 2012, LED Lighting Confidential Proprietary

Smart Lighting Future

25 December 2012, LED Lighting

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Bulbs are an interim Step

Next generation socket/LED Engine is coming

LG-Innotek

Replaceable / Upgradable / Interchangeable Mechanically and thermal Solution With and without integral LED Drivers Proprietary now moving to standardization (Zhaga Consortium)

LG-Innotek

PHILIPS TOSHIBA

OSRAM

26 December 2012, LED Lighting

Confidential Proprietary

Advanced Lighting Application

(2x) Two strings to implement white LED color control

IR Control for Color and Dimming

MCU for dimming control

27 December 2012, LED Lighting

Confidential Proprietary

Challenges for LED Lighting

LEDs are still evolving rapidly, so flexible approaches are required Efficiency at relatively low power (5-15 W) is important as thermal envelope is set for bulb replacement applications
Flyback (with and without PFC) Buck (with and without PFC) Buck-boost (with and without PFC)

Drivers have to be designed for long lifetime (>25 Khr)

To get to achieve true high volumes overall system architecture must be optimized

Standards and requirements are very regional for lighting so universal input bulbs will probably not be the norm
Many different market segments and applications configurations
28 December 2012, LED Lighting Confidential Proprietary