Zumtobel Group – Technology Update

Zumtobel Group – Technology Update
Vamberszky – EVP Technology and CTO
Capital Markets Day 2014
April 2, 2014 - Frankfurt am Main, Germany
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AGENDA
2
Æ
Starting point
Æ
Update LED / OLED
Æ
The role of standardization
Æ
The role of controls
Æ
Summary
Starting point
Basic strategies: Improve performance, create differentiation, take out cost
Trial &
Error
Differentiation in
additional
functionality
Differentiation in the
core functionality
Phase 1
Early phase
CMD – K. Vamberszky; April 2014
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Take
out cost
cost roadmap
in lighting
first absolute lms
then lm/W
now lm/€
Growth phase
Phase 3
Core funktionality
aedequately fullfilled
Dominantes Design
Improve performance
Add value
feature roadmap
Market saturated !
Turnover
Quantity
Performance
Phase 2
Saturation phase
time
3
Starting point
3 overlapping phases of LED transition in lighting business
Phase
LED bulb
technologies
LED luminaires
Phase 1
Technology is / will shortly be equivalent / competitive to existing technology
- Pioneers, small projects, learning phase
- „Bridge products“: Fluorescent luminaires with LED light sources
- Retrofit products (tubes, bulbs)
Phase 2
LED technology superior, cost decrease, interesting ROI
- Growing volumes @ decreasing costs
- Dedicated LED luminaires; still in old form factor & style
- Optimized LED luminaires & supply chain
Phase 3
New solutions, new features, marriage of Haitz & Moore
- New form factors, new lighting products
- Additional features; further integration; complete new systems
- New use-cases, new business models
CMD – K. Vamberszky; April 2014
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4
AGENDA
5
Æ
Starting point
Æ
Update LED / OLED
Æ
The role of standardization
Æ
The role of controls
Æ
Summary
Update LED
The law of Haitz is still valid
Performance
Cost
Trend towards simple solutions / cost – out / „quality tiering“
Quality of light
(high tier)
TCO
(mid tier)
(total cost of ownership)
Mainstream
(low tier)
Entry level
(emerging markets)
Source:
U.S. Department Of Energy
Solid-State Lighting Research and Development: Multi-Year Program Plan
April 2012
Source:
EPIC – LED ManTech 2012
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Update OLED
Waiting for Godot – will he ever come ?
Performance
Cost
Gap to LED increases
New LED technologies start to offer similar USP´s
3 possible scenarios – depending on technology &
application development
Source: Cooledgelighting
OLED Technology still very exciting … but no fast selling item and no magic bullet
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Activities Zumtobel Group
Update LED & OLED
LED
Central purchasing function for the Zumtobel Group with one lead buyer for LEDs / LED modules
Comparable tiering in all brands (Thorn, Tridonic, Zumtobel)
Bundling of specifications and volumes of all brands
Growing share of wallet for Tridonic
Shifting of production volumes to Asia (CoB; non-dimmable LED drivers)
OLED
Conceptual work of first office luminaires finished, but no business case yet
OLED versions of actual products foreseen in near future
Tridonic offers OLED modules and drivers, but today's volumes are small
Zumtobel Group always used minimalistic approach (only specification, qualification and finetuning /
optical outcoupling), further outsourcing of OLED activities possible
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AGENDA
9
Æ
Starting point
Æ
Update LED / OLED
Æ
The role of standardization
Æ
The role of controls
Æ
Summary
The role of standardization
Internal standardization
NEW:
OLD:
activity
activity
LED module development
Luminaire development
Luminaire
development
Luminaire
development
LED module dev.
LED driver development
LED driver dev.
time
time
“Standardized” development of modules and drivers is pushing the luminaire development!
CMD – K. Vamberszky; April 2014
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10
The role of standardization
Internal standardization
Audi
Seat
Skoda
Volkswagen
Source: WWW
CMD – K. Vamberszky; April 2014
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11
The role of standardization
Roadmapping
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Standardization
Generation view
e.g. Lysis (non – tunable, no sensor)
1.0
1.1
1.2
New building blocks
1.3
New platform
2.0
2.1
New building blocks
2.2
New platform
3.0
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3.1
...
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Activities Zumtobel Group
Internal standardization
Outdoor lighting
LED systems (LED module and driver) platform building
and standardization of LED modules and driver done
Further development of own platform
Indoor lighting
LED system standardization in progress
First LED system platforms built and used
Volume products moved to Tridonic
CMD – K. Vamberszky; April 2014
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The role of standardization
External standardization - ZHAGA
Interface between module and driver
Electro mechanical
CMD – K. Vamberszky; April 2014
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Power Interface
Information Interface
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External standardization
Usage of RF controls as an example
Source: Smart lighting 2013 – Presentation greenwave technology
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Activities Zumtobel Group
External standardization
Zhaga
Both Tridonic and Zumtobel member of consortium
Tridonic is offering Zhaga compliant modules and enlarges this part of the portfolio
Thorn checks usage of Zhaga compliant modules in standard products
Further standardization activities
Zumtobel Group active in several other standardization consortia: DALI, Connected lighting
alliance, TALQ, Lighting Europe and ZVEI/ÖVE activities
Zumtobel Group active in EC wide research programs and projects with the aim to build prototypes
and test installations of future intelligent lighting systems
Other activities
First projects with leading customers asking for additional functionality
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AGENDA
18
Æ
Starting point
Æ
Update LED / OLED
Æ
The role of standardization
Æ
The role of controls
Æ
Summary
The role of controls
A good slogan
Source: CREE
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Lighting Controls
Paradigm shift – Yes or No?
Professional
B2B
Number of nodes
Campus - wide
BMS / LMS
100.000
Building - wide
BMS / LMS
Floor - wide
10.000
(BMS) / LMS
1.000
Room - wide
LMS
RF
solutions
simple
Single
Luminaire
Philips
HUE
100
10
complex
Residental / private
B2 C
1
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The role of controls
The conductor of the lighting orchestra
CMD – K. Vamberszky; April 2014
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Activities Zumtobel Group
The role of controls
Controls
Zumtobel has already a high number of lighting management installations (approx. 10.000
installations of Luxmate professional, Luxmate Emotion and Litenet)
First part of successor product Litecom launched at light & building 2014
Compatible with old systems, upgrade of old installations possible
Unmatched connectivity to building management systems and other field systems (BACNET,
KNX, OPC, DALI)
Modern cloud solution
Easy integration of Apps (for example Sequence luminaire)
Lighting performance package launched for performance management of existing and new
controls installations; allows comparison between installations and optimization as a service offer
First service packages launched
Tridonic offers / shows new basicdim easy system for single rooms, for lighting OEMs
Thorn offers / shows outdoor controls and connectivity into streetlight management systems and
first samples of LiFi communication between street lanterns
CMD – K. Vamberszky; April 2014
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AGENDA
23
Æ
Starting point
Æ
Update LED / OLED
Æ
The role of standardization
Æ
The role of controls
Æ
Summary
Executive Summary
LEDs: Performance increase and price decrease will go on for the next 3-5 years; big companies with
systematic approach best positioned to increase margins between fast decreasing component costs and
slower price decrease in end products
OLEDs: Not ready yet; strongly depending on a fast moving application in consumer electronics to earn
huge investments back; lighting alone too slow to achieve satisfying RoI
Integration potential of LEDs will be used, bringing intelligence and connectivity into the lighting and
luminaires business; first in the premium segment.
Internal standardization will yield complexity reduction and cost savings mainly in standard products
External standardization is not ready yet and has difficulties to keep pace with fast technological changes
along the whole value chain (LEDs, drivers, controls, interfaces)
The world of lighting controls will change significantly – but the complex lighting and building requirements
do not yet match with easy to install plug‘n‘play RF solutions
Internet of things or smart lighting are no buzz-words – first installations will be seen in the next years
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