"Eight Opportunities for Growth in 2009: Global Market Trends and Forecasts for AC-DC Power Supplies, Electronic Ballasts, Inverters, and ICs"
Topics Covered Include:
Analysis of the short-term impact of the various economic stimulus packages in the U.S., Europe, China, Japan, Korea, and so on to create growth markets for power electronics and ICs.
Identification of specific power conversion and IC technology/market niches that will continue to grow in the short-term in spite of the economic downturn
Review of the positive impact of growing demand for energy efficiency and the resulting short-term impact on specific growth opportunities for power electronics and ICs.
Discussion of the varying regional dynamics of near-term growth opportunities for power converters and ICs.
Overview of the general power converter and IC markets to add perspective and context for the findings of this analysis of short-term opportunities.
Listings of selected companies active in these markets.
Executive Summary
Power electronics manufacturers are facing one of the most challenging periods in recent economic history. Although power supply sales will continue, 2009 is expected to see at least temporary declines in nearly every product sector. With that prognosis, long-term forecasts are still needed, but companies are asking, “Where are next week’s sales?” This report identifies eight
power converter/IC segments that are expected to offer sales for power supply makers this year and into 2010. Combined, they represent a potential $11.3 billion opportunity in 2009, growing to $13.8 billion in 2010.
Not surprisingly, many of these opportunities are in emerging applications that are driving sales of embedded ac-dc power supplies, inverters, power management ICs and electronic ballasts. Even with the economic downturn, certain segments are benefiting from current market drivers such as government stimulus plans, energy efficiency standards and regulations, competitive pricing, and evolving power architectures. As a result, power converters and ICs are seeing immediate demand in specific applications.
This worldwide demand is broken down into two revenue opportunities: the four “largest” markets that are expected to provide over $1 billion in sales in 2009-2010; and four “niche” markets that could produce over $1 million in sales during this period. Each of these markets has its own business and technology dynamics, offering resourceful companies multiple avenues to
growth.
Most of the analysis and data in this report come from longer, more detailed studies by Darnell Group. This report focuses only on current developments and trends expected to drive the market in 2009. For example, forecasts are given just for 2009-2010, instead of the five-year forecasts found in the other reports. The purpose of this study is to identify markets that can provide sales
opportunities through 2009 and into 2010.
Table of Contents:
Introduction 4
General Overview 7
Overview of Selected Markets 12
Modules 23
AC-DC Power Supplies 24
Electronic Ballasts 27
Inverters 32
ICs 38
Appendix A: Source Reports 47
Appendix B: Recent Developments 49
Companies Mentioned
AdaptivEnergy
Advanced Energy Systems
ALD
Allegro Microsystems
Asian Electron
Astrodyne
Austriamicrosystems
Badger Meter Inc.
BP Solar
California Air Resources Board
Canadian Solar
CenterPoint
Cooper Industries Ltd.
COTEK Electronic Industrial Co. Ltd.
Cree
Cymbet
Cypress Semiconductor
Dandong Visionseal Co., Ltd.
Datamatic Ltd.
Delta Electronics, Inc.
Diehl Metering
DongAh
Duke Energy
DuraComm
Echelon Corp.
Elster Group
Emerson Electric Co.
eMeter Corp.
Energy Conversion Devices
EnergyICT
EnOcean
ESCO Technologies Inc.
Evergreen Solar
Exar
Exeltech
EZM Lighting
First Solar
FPL Group
Fronius International
GE Security
General Electric Co.
Green Peak
Hoku Scientific
Holley Group Co. Ltd.
Illumitex
International Standards Organization (ISO)
Inventronics
Iskraemeco, d.d.
Itron Inc.
JA Solar
Japan Automobile Manufacturers Association
Japan Fire Equipment Inspection Institute (JFEII)
Japan Ministry of Economy, Trade and Industry
Kyocera
Lambda
Landis+Gyr Holdings
Lawrence Berkeley National Laboratory
Lighten World Industry Co.
Lighting Controls Association
Lighting Science Group
Magnetek
Mastervolt
Maxim Integrated Products
Mean Well
Melexis Microelectronic Integrated Systems N.V.
MicroGen
Micropelt GmbH
Microsoft
Mitsubishi
NEMA
Nissan Motor Co.
Nissan Renault SA
NXP
Opple Lighting
Osram Opto Semiconductors
OSRAM Sylvania
Outback Power
Pacific Gas & Electric
Pepco Holding
Perpetuum
Philips
Polybrite International
Power Analog Microelectronics
Powerbox
Powerstax plc
PureSpectrum, Inc.
PV Powered
Red Hat
REDARC Electronics
Relume Technologies
ROAL
Roper Industries Inc.
Samsung
Sanyo Electric
Satcon Technology Corp
Schaefer Inc.
Schneider Electric SA
Sensus Metering Systems Inc.
Sharp
Sharp Microelectronics
Siemens
Silver Spring Networks
SMA Regelsysteme GmbH
SmartSynch Inc.
Society of Automotive Engineers (SAE)
Society of Industrial and Office Realtors
Solar Energy Industry Association
Solar Web
Southern California Edison
Studer Innotec
SunPower
Suntech Power Holdings Co.
Supertex
Sustainable Energy Technologies
Texas Instruments
Thermo King
Toshiba
Trilliant Inc.
Underwriters Laboratory
US Department of Energy
US Department of Transportation, the
US Environmental Protection Agency
US Federal Communications Commission
Victron Energy
Wal-Mart
Xantrex Technology Inc.
Yahoo
Zetex Semiconductors
Zhejiang Yankon Group