Contents
White LED takeoff 3
White LED market forecast update 5
Market growth accelerating again: Revising up annual growth forecast to
26% 6
While LED market forecast by application 8
LED backlights to penetrate notebook PC market by 2010 9
LED backlight TVs to penetrate early in 2010 10
LED lighting makers painting a picture of long-term growth 12
White LED nuts and bolts 14
History 15
Light-emission principles 15
Manufacturing process 16
Companies in the market 17
lm/W and $/lm are key 22
Rapid adoption of LED backlights in LCD TVs 25
Lighting market getting off the ground 27
Past the cost milestone 27
Distribution in the hands of existing lighting makers 28
Column—Outlook for LED industry in Japan 29
Showa Denko (4004) 30
Sharp (6753) 32
Sony (6758) 33
Stanley Electric (6923) 34
Rohm (6963) 36
Kyocera (6971) 37
Developments at other companies 38
Appendix A-1 45