Yole Développement organises a Seminar in Korea, concurrently held with International LED Expo 2013. Dedicated to Sapphire and LED areas, the seminar is made up of Yole Développement and industrial players presentations on the related markets area. See below the detailed agenda:
• Seminar and Sapphire presentation introduction
Hailey Yang, Business Development Manager, Yole Developpement Korea Office
• Sapphire covers for mobile displays: just a buzz or a revolution for the industry?
Eric Virey, Senior Analyst, LED, Yole Developpement
Despite mounting pressures from Silicon and GaN, Sapphire has so far remained the substrate of choice for the manufacturing of high brightness LEDs. Excited by the fast growth of Solid State Lighting, many new entrants have rushed into the opportunity and built up excessive amount of capacity. Now, most are in a dire straight, with idled capacity and struggling to enter the LED or Silicon On Sapphire supply chain and maintaining margins afloat in a depressed pricing environment.
But sapphire is used in many other applications ranging from medical, industrial, semiconductor, defense and aerospace. More recently, after anecdotal presence in luxury cell phones and a first high volume design win as a camera lens cover in the first iPhone 5, possible adoption of sapphire for display cover has triggered a lot of attention. This application could be a paradigm change for the sapphire industry and require more than 5x the currently installed worldwide capacity. In this talk, we will look at the status of sapphire adoption in mobile applications. Separate the hype from the reality and analyze the key incentives and barriers for adoption as well as the potential impact on the supply chain.
• LED – Is GaN on GaN a competitive alternative?
Eric Virey, Senior Analyst, LED, Yole Developpement
The main advantage of GaN on GaN (Gallium Nitride on Gallium Nitride) LED material is that it allows reliable operation at very high current densities. It has much fewer defects than conventional LEDs, which have GaN layers on cheaper foreign substrates like sapphire, silicon carbide, or silicon. System Plus Consulting has performed a reverse costing analysis of a Soraa LED in order to estimate its manufacturing cost. A "Reverse Costing" report includes technological data and economical calculations. Based on the teardown of a sample, it provides detailed information on the process involved, the materials and dimensions. A process flow is extracted from these observations, completed with publicly available data, and simulated using a cost simulation tool. Multiple results are obtained, from cost per step to yield influence.
