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

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Intervento di Corrado Giancaspro - CEO Greenled Industry al workshop "Industria verde e orizzonti globali" organizzato da Italeaf e TerniEnergia - 18 ottobre 2013 Borsa Italiana

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

  • 1. INNOVATIVE LIGHTING SOLUTION TENDENZE E NOVITA DEL SETTORE DEI LED: LE OPPORTUNIT DELLENERGY SAVING INDUSTRIALE CORRADO GIANCASPRO CEO GREENLED INDUSTRY SPA INDUSTRIA VERDE E ORIZZONTI GLOBALI 18 OTTOBRE 2013 MILANO BORSA ITALIANA - PALAZZO MEZZANOTTE
  • 2. ENERGY SAVING: WHAT'S THE MATTER 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 INDUSTRIA VERDE E ORIZZONTI GLOBALI 18 OTTOBRE 2013 MILANO BORSA ITALIANA - PALAZZO MEZZANOTTE Source: GREEN PAPER COM(2011) 889 final 2
  • 3. HAITZ LAW: LED OUTPUT UP/COST DOWN ULTRA LONG SOURCE LIFE LOW POWER CONSUMPTION INDUSTRIA VERDE E ORIZZONTI GLOBALI 18 OTTOBRE 2013 MILANO BORSA ITALIANA - PALAZZO MEZZANOTTE LOW MAINTENANCE Source: ROLAND HAITZ AND LUMILEDS 3 FAST RESPONSE NO UV RADIATION DIGITALLY CONTROLLABLE
  • 4. GLOBAL LIGHTING PRODUCT MARKET TREND BY SECTOR ( BILLIONS) 83 72 55 14 18 18 4 1 1 2011 2016 2020 Backlighting REVENUES OVER 100 BILLION IN 2020 INDUSTRIA VERDE E ORIZZONTI GLOBALI 18 OTTOBRE 2013 MILANO BORSA ITALIANA - PALAZZO MEZZANOTTE Automotive lighting General lighting 5% ANNUAL GROWTH FROM 2011 TO 2016 AND 3% GROWTH P.A. FROM 2016 TO 2020 Source: MC KINSEY 2012 4 590 MLN VENTURE CAPITAL INVESTMENT IN LIGHTING INDUSTRY FROM 2008 TO 2010
  • 5. LED LIGHTING PRODUCT MARKET LED VALUE-BASED MARKET SHARE BY SECTOR (%) 100 100 96 90 LED LIGHTING MARKET BY SECTOR ( BILLIONS) 1 80 70 60 69 57 1 50 45 40 57 36 30 32 20 13 10 21 9 2 2 0 2011 2016 General lighting Automotive lighting 2020 Backlighting 18 OTTOBRE 2013 MILANO BORSA ITALIANA - PALAZZO MEZZANOTTE Source: MC KINSEY 2012 4 Automotive lighting 6 2016 2011 2020 General lighting Backlighting LED LIGHTING MARKET OVERALL SIZE IS EXPECTED TO BE AROUND 37 BILLION IN 2016 AND 64 BILLION IN 2020 LED LIGHTING MARKET SHARE IN GENERAL LIGHTING IS EXPECTED TO BE 45% IN 2016 AND ALMOST 70% IN 2020 INDUSTRIA VERDE E ORIZZONTI GLOBALI 5 5
  • 6. LED LIGHTING APPLICATION AREAS LED PENETRATION FORECAST (%) - INDUSTRIAL/OUTDOOR 77 54 46 31 8 7 13 2011 10 2012 2016 Luminaires Industrial 2020 Luminaires Outdoor GENERAL LIGHTING MARKET TREND BY APPLICATION VALUE BASED ( MILLIONS) 25.000 CAGR 2011-20 20.000 INDUSTRIAL OUTDOOR 32 HOSPITALITY 30 ARCHITECTURAL 0 35 SHOP 5.000 35 OFFICE 10.000 38 RESIDENTIAL 15.000 35 13 TOT. 31 2011 INDUSTRIA VERDE E ORIZZONTI GLOBALI 18 OTTOBRE 2013 MILANO BORSA ITALIANA - PALAZZO MEZZANOTTE 2012 Source: MC KINSEY 2012 2016 6 2020
  • 7. MARKET OPPORTUNITIES CUSTOMIZABLE INDUSTRIAL PRODUCTS WIN FACTOR PERFORMANCE ENSAVING VS FINAL PRICE HIGH GROWTH SEGMENT HIGH TARGET CUSTOMER INDUSTRIA VERDE E ORIZZONTI GLOBALI 18 OTTOBRE 2013 MILANO BORSA ITALIANA - PALAZZO MEZZANOTTE 7
  • 8. GROUP STRUCTURE AND ASSETS 56,07% 13% 100% 83% 56,07% LEDs PROPRIETARY DRIVERS INDUSTRIA VERDE E ORIZZONTI GLOBALI 18 OTTOBRE 2013 MILANO BORSA ITALIANA - PALAZZO MEZZANOTTE OWNER OF LED LAMP UTILITY MODEL 8 OWNER OF INDUSTRIAL BUILDINGS
  • 9. COMPANY MILESTONES AND BUSINESS AREAS INDUSTRIAL LIGHTING INDUSTRIA VERDE E ORIZZONTI GLOBALI 18 OTTOBRE 2013 MILANO BORSA ITALIANA - PALAZZO MEZZANOTTE STREET LIGHTING 9
  • 10. VALUE CHAIN UPSTREAM PACKAGE MODULE DRIVERS HARDWARE INDUSTRIA VERDE E ORIZZONTI GLOBALI 18 OTTOBRE 2013 MILANO BORSA ITALIANA - PALAZZO MEZZANOTTE DOWNSTREAM LUMINAIRE CONTROL SYSTEM SERVICE SOFTWARE SPEED/EARLY STAGE LATE CHANGE EPI/CHIP MIDSTREAM 10
  • 11. 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 INDUSTRIA VERDE E ORIZZONTI GLOBALI 18 OTTOBRE 2013 MILANO BORSA ITALIANA - PALAZZO MEZZANOTTE 11
  • 12. PAYBACK PERIOD ACCEPTANCE LEVEL FOR LED OPERATING LEASE INDUSTRIA VERDE E ORIZZONTI GLOBALI 18 OTTOBRE 2013 MILANO BORSA ITALIANA - PALAZZO MEZZANOTTE Source: MC KINSEY 2012 ESCO 12
  • 13. 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 INDUSTRIA VERDE E ORIZZONTI GLOBALI 18 OTTOBRE 2013 MILANO BORSA ITALIANA - PALAZZO MEZZANOTTE 13
  • 14. GREENLED FOR FURTHER INFORMATIONS CORRADO GIANCASPRO CEO GREENLED INDUSTRY S.P.A. GIANCASPRO@GREENLEDINDUSTRY.COM +39 0744.7581 CREDITS THANKS TO http://icons8.com/ INDUSTRIA VERDE E ORIZZONTI GLOBALI 18 OTTOBRE 2013 MILANO BORSA ITALIANA - PALAZZO MEZZANOTTE 14