Tendenze e novità del settore LED: le opportunità dell'energy saving industriale

INDUSTRIA VERDE E ORIZZONTI GLOBALI 18 OTTOBRE 2013 MILANO BORSA ITALIANA - PALAZZO MEZZANOTTE

INNOVATIVE LIGHTING SOLUTION

TENDENZE E NOVITA’ DEL SETTORE DEI LED: LE OPPORTUNITÀ DELL’ENERGY SAVING INDUSTRIALE

CORRADO GIANCASPRO

CEO GREENLED INDUSTRY SPA

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ENERGY SAVING: WHAT'S THE MATTER

Source: GREEN PAPER COM(2011) 889 final

LIGHTING ACCOUNTS FOR 19% OF ELECTRICITY CONSUMPTION WORLDWIDE AND 14% IN THE EU

LIGHTING ACCOUNTS FOR 50% OF THE ELECTRICITY CONSUMPTION OF EUROPEAN CITIES

OFFICE BUILDINGS USE UP TO 50% OF THEIR TOTAL ELECTRICITY CONSUMPTION FOR LIGHTING

HAITZ’ LAW: LED OUTPUT UP/COST DOWN


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ULTRA LONG SOURCE LIFE

LOW POWER CONSUMPTION

LOW MAINTENANCE

FAST RESPONSE

NO UV RADIATION

DIGITALLY CONTROLLABLE

Source: ROLAND HAITZ AND LUMILEDS


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REVENUES OVER €100 BILLION IN 2020

5% ANNUAL GROWTH FROM 2011 TO 2016 AND 3% GROWTH P.A. FROM 2016 TO 2020

€590 MLN VENTURE CAPITAL INVESTMENT IN LIGHTING INDUSTRY FROM 2008 TO 2010

4 1 1

14 18 18

55

72

83

2011 2016 2020

Backlighting Automotive lighting General lighting

GLOBAL LIGHTING PRODUCT MARKET

TREND BY SECTOR (€ BILLIONS)

Source: MC KINSEY 2012

5


LED LIGHTING PRODUCT MARKET

9

45

69

13 21

36

57

96 100

0

10

20

30

40

50

60

70

80

90

100

2011 2016 2020

General lighting Automotive lighting Backlighting

2 4 6 5

32

57

2

1

1

2011 2016 2020

Automotive lighting General lighting Backlighting

LED VALUE-BASED MARKET SHARE BY SECTOR (%) LED LIGHTING MARKET BY SECTOR (€ BILLIONS)

LED LIGHTING MARKET SHARE IN GENERAL LIGHTING IS EXPECTED TO BE 45% IN 2016 AND ALMOST 70% IN 2020

LED LIGHTING MARKET OVERALL SIZE IS EXPECTED TO BE AROUND €37 BILLION IN 2016 AND €64 BILLION IN 2020


8 13

31

54

7 10

46

77

2011 2012 2016 2020

Luminaires Industrial Luminaires Outdoor


6

LED LIGHTING APPLICATION AREAS

0

5.000

10.000

15.000

20.000

25.000

2011 2012 2016 2020

INDUSTRIAL

OUTDOOR

RESIDENTIAL

OFFICE

SHOP

HOSPITALITY

ARCHITECTURAL

GENERAL LIGHTING MARKET TREND BY APPLICATION VALUE BASED (€ MILLIONS)

LED PENETRATION FORECAST (%) - INDUSTRIAL/OUTDOOR

35

38

35

35

32

30

13

CAGR 2011-20

TOT. 31


MARKET OPPORTUNITIES


7

HIGH GROWTH SEGMENT

CUSTOMIZABLE INDUSTRIAL PRODUCTS

WIN FACTOR PERFORMANCE ENSAVING VS FINAL PRICE

HIGH TARGET CUSTOMER

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GROUP STRUCTURE AND ASSETS

LEDs PROPRIETARY DRIVERS

OWNER OF LED LAMP UTILITY MODEL

OWNER OF INDUSTRIAL BUILDINGS

56,07%

56,07% 83%

100%

13%

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COMPANY MILESTONES AND BUSINESS AREAS

INDUSTRIAL LIGHTING STREET LIGHTING

EPI/CHIP PACKAGE MODULE DRIVERS LUMINAIRE CONTROL SYSTEM

SERVICE

10


VALUE CHAIN

UPSTREAM DOWNSTREAM MIDSTREAM

HARDWARE SOFTWARE

SP

EE

D/E

AR

LY

ST

AG

E

LA

TE

CH

AN

GE

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LED MARKET COMPARISON CHART

ENGINEERING PRODUCTION SHED, FOUNDRY, ROLLING MILL, FORGE

INDUSTRIAL BUILDING

POWER STATION

OFF-SHORE

WAREHOUSE

INDUSTRIAL STREET

SUBURBAN STREET

HIGHWAY

TUNNEL

PARKING AREA, PORT AREA

URBAN FURNITURE

SPORTS AREA/SWIMMING POOL

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PAYBACK PERIOD ACCEPTANCE LEVEL FOR LED

OPERATING LEASE ESCO


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CUSTOMERS

BIESSE SPA – PESARO 700 INDOOR LUMINAIRES

BUZZI UNICEM SPA – VERNASCA 350 INDOOR LUMINAIRES

ITALEAF SPA 40 OUTDOOR LUMINARIES

FINCANTIERI – MONFALCONE 25 TESTING INDOOR LUMINAIRES. POSITIVE TESTS.

ACCIAI SPECIALI TERNI AST – TERNI PRIVATE TENDER FOR 750 INDOOR LUMINAIRES.

WAITING FOR THE ORDER

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FOR FURTHER INFORMATIONS GREENLED

CORRADO GIANCASPRO CEO GREENLED INDUSTRY S.P.A. [email protected] +39 0744.7581

THANKS TO http://icons8.com/

CREDITS

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Tendenze e novità del settore LED: le opportunità dell'energy saving industriale

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