Lighting & LEDs

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Providing industry leading market intelligence to the lighting industry and LED market for over 20 years. Research coverage includes amps, luminaires, packaged LEDs, LED supply and demand, LED materials, LED Driver ICs, LED manufacturer profiles and optoelectronic components.

Analyst Insights View All (51)

  • Mike Hornung | March 18, 2015
    It is widely accepted throughout the lighting industry that OLED luminaires -- while efficient, versatile, stylish and a source of good quality light -- are useful only in niche applications, where their unique benefits outweigh their heavy upfront costs.
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  • Jamie Fox | March 12, 2015
    It has been widely reported that Sharp is in a difficult financial situation. The company has been meeting banks to discuss restructuring, and last week it was revealed that one of the proposals being discussed was the possible closure of the LED fab in Mihara this year. In recent years, Sharp’s internal LED consumption for TVs may not have met earlier expectations; plus, after experiencing tough competition from panel and TV suppliers in Korea. Sharp has also been unable to establish itself as a global leader in packaged LED sales for LED lighting.
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  • William Rhodes | March 10, 2015
    We have all heard of the energy savings that retailers can achieve by transitioning to LED, from the traditional lighting technologies installed in their stores. With the typical supermarket chain running a profit margin below 2 percent, keeping running costs down can mean the difference between success and failure; why have we not seen the flood gates open and a stream of retailers installing LED solutions?
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Subscription Services

The IHS LED Intelligence Service evolves in 2014 with dedicated supply and demand trackers, plus annual deep dive commentary into the Packaged LED space. Key issues addressed Include: What is the annual and quarterly market size for the demand and supply of LEDs? When will the lighting market take off? How big will its peak size be and when will this peak be reached? What are the LED prices by application and die size, and how does this change each quarter?
The IHS Lighting Intelligence Service provides a one-stop solution for unrivaled detail, insight and trends analysis for the lighting market. The service is delivered online through an interactive TRAX database tool, traditional reports, excel analysis, market briefs, and a LED Lamp monthly price tracker.


Reports View All (18)

  • Mike Hornung, Jamie Fox | December 05, 2014
    This report will look at some emerging areas within the lighting industry. The first section of this report will cover visible light communications focusing both on indoor positioning for navigation, advertising and other reasons as well as Li-Fi to replace Wi-Fi for high speed internet...
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  • Jamie Fox | December 05, 2014
    OLEDs have seen use for displays increase in the last decade, and now are touted for general lighting applications. Despite a very high cost, there is potential in niche applications in the short term. This report will look at this technology and its impact on the lamp and luminaire market.
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  • Jamie Fox | November 25, 2014
    While IHS has covered lighting (lamps and luminaires) and component LEDs for some years, the topic of modules and light engines (which occur in an intermediate position in the value chain) will now be covered for the first time. An LED module consists of LEDs on a printed circuit board while an...
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Data View All (6)

  • Alice Tao | March 20, 2015
    The one "must buy"tracker in the LED industry, providing extensive details on LED supply, demand by application and die size, MOCVD shipments and share, LED and MOCVD supply/demand.
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  • William Rhodes | February 27, 2015
    This monthly tracker provides model number, store, price, Watts, lumens, lumens/watt, lumens/$, shape, base, advertised replacement type, actual replacement type, color temperature, CRI, advertised life, beam spread, and warranty offered for 44 lamp shapes, including, A, G, T, PAR and MR.
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  • William Rhodes | February 13, 2015
    This database is an evolution of the popular lighting report. Now in its fourth edition this database which is updated throughout the year provides detailed revenue and unit shipment analyses of six lamp technologies, with forecasts through 2022.
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Teardowns View All (4)


Presentations View All (4)

  • Jamie Fox | January 15, 2015
    This white paper outlines ten trends we predict will make an impact on the lighting and LED industry in 2015. Trends covered include: LED growth in China, cloud based smart lighting, Li-Fi, QD LEDs, OLED luminaries, and smart street lights amongst others.
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  • William Rhodes | October 02, 2014
    Popular opinion from across the exhibitors, attendees and press agreed that this year’s show in Las Vegas was a good one. There was a general ‘buzz’ around the show which definitely outshone the 2013 edition in Philadelphia. Here, IHS report back with everything you need to know from three days of...
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  • William Rhodes | September 30, 2014
    2013 was certainly an interesting year for the global lighting and LED market. Despite the stagnating economy and sluggish new construction industry, the lighting market remained buoyant. The emerging markets of China and Latin America saw strong growth whilst the Western European and North American...
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Press Releases

Press Releases View All (11)

  • William Rhodes | January 15, 2015
    EL SEGUNDO, Calif. (January 14, 2015) – The recent restructuring by major global lighting companies will allow LED makers to raise capital for investments in 2015. According to “Top Lighting and LEDs Trends for 2015,” a new white paper issued by the IHS (NYSE: IHS), last year’s restructuring could lead to improved margins for leading companies, along with the potential for lower product prices for consumers.
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  • William Rhodes | October 07, 2014
    The 2014 Nobel Prize for physics awarded today to three physicists for their invention of blue light-emitting diodes (LED) led to a significant breakthrough and paved the way for the creation of white light—a cleaner, more energy-efficient and longer-lasting source of illumination that also has generated a multibillion-dollar market and the creation of hundreds of thousands of jobs, according to IHS Technology (NYSE: IHS).
  • Jamie Fox | June 23, 2014
    One out of every four dollars spent worldwide on light-emitting diode (LED) drivers in 2013 was used for lighting applications, illustrating the growing importance of illumination in the LED business, according to IHS Technology (NYSE: IHS).

Analysts View All (6)

  • Icon Senior Analyst, LEDs & Lighting
    Alice Tao joined IHS as a market analyst in February 2011 and she works on the China LED market and MOCVD and LED supply. She was previously a manager at ENF, a PV consulting firm.
  • Icon Principal Analyst, LEDs & Lighting
    Jamie Fox is a industrial & medical technology principal analyst and is focused on the markets for LEDs and other optoelectronic components. Based in the UK, he is the lead analyst for...
  • Icon Manager, Lighting & LEDs
    William Rhodes is a manager in the IHS lighting and LEDs group. William heads up an international team of analysts researching the LED, OLED, lamps and luminaires markets. Previously William...