The Global Lighting Industry Tradition, Transition, Transformation Christian Schraft, OSRAM AG | May 18th 2012 | Page 1
Lighting Industry Transformation PAST FUTURE Replacement L Integrated Business A Luminaires Standardized Long M Lifetime LED LED Global P P S Lifetime Light Source = Lifetime Luminaire Application Small L Project Specific Batches Business U Replacement M Regional Light One-time Sources Installation Christian Schraft, OSRAM AG | May 18th 2012 | Page 2
OSRAM at a glance Fiscal Year 2011 Employees: Turnover: R&D: SSL revenue: 44 factories in 16 countries About 25% ~ 41.000 ~ EUR 5 billion 6% of sales General Lighting (GL) Comprehensive product portfolio and solution platform: � � Lamps Luminaires � � � � Electronic Control Gear Electronic Control Gear LMS, Solutions, OLED LMS, Solutions, OLED Sales by Business Unit � � SSL Components/ Systems Value Added Services SP Opto Semiconductors (OS) Broad product portfolio: � � LED Components Infrared Components OS � High-power Laser Diodes GL Specialty Lighting (SP) Balanced portfolio � Automotive Lighting (AM) � Display/Optic (DO) Christian Schraft, OSRAM AG | May 18th 2012 | Page 3
Market drivers: Shaping transition of global lighting market Growth Growth drivers Characteristics and drivers Demographic More people, more elderly change Volume Electrification More grids based Emerging market More income More income shift shift Energy efficiency More efficient lamps Value Decarbonization More banning/restrictions based Digitalization More intelligence Light used for special events Emotionalization Quality of life and setting the mood of light Christian Schraft, OSRAM AG | May 18th 2012 | Page 4
The full lighting value chain in General Lighting Value-added Demand Creation Solutions Components Luminaires LMS Services (Concept, Design-in) Design, Engi- Light management Applications Traditional neering, Delivery, systems Maintenance � Incandescent � Halogen � LPD � HPD Office Industrial � Electronics � Electronics Traditional Luminaires Traditional Luminaires Lighting concept LED Lighting Services Shop Outdoor � LED components � LED retrofits � Electronic Architec- Signage 1) Energy SSL Luminaires Control Gears tural Audits Specification � Light engines OLED Luminaires � OLED Residential Hospitality 1) Signage is part of architectural in the definition of McKinsey Market Report Christian Schraft, OSRAM AG | May 18th 2012 | Page 5
Government mandates underpin shift to higher energy efficiency Development of lamp / light engine market by technology Selective regulations in EUR bn, split by technology in percent 2) � Europe: Incandescents / Halogen: Step-by-step banning of all INC / HAL-C (>60 lm) till Sep. 2012 12 17 17 100% � Europe FL: Halophosphate LFL banned since 2010; T12 effectively GLS banned by 2012 � Brazil: GLS step-by-step phase-out till 2014 � USA: GLS step-by-step phase out till 2014 HAL � Japan: all-at-once GLS phase out and replacement by CFL in 2012 GL Phase-Out as a global phenomen 1) HID 70% of the world is already covered FL 77% I I J CFL 56% LED lamp/ 18% Light Engine Law passed Legislation in progress 2011 2016 2020 Other activities 1) Source: Governmental regulations 2) OSRAM estimates based on McKinsey Market Report (2012) Christian Schraft, OSRAM AG | May 18th 2012 | Page 6
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