Capital Markets Day. Zumtobel Lighting Division "Technology and Product Roadmap" Klaus Vamberszky. Zumtobel AG

Transcription

1 Zumtobel Capital Markets Day Zumtobel Lighting Division "Technology and Product Roadmap" Klaus Vamberszky March 2, 2007 Zumtobel AG

2 M. Porter s model of 5 forces Forthcoming s in the lighting business Sociological Customers Technological Suppliers Zumtobel Group Competitors Economic Political Environmental 2 Zumtobel AG

3 Focus on inner circle the lighting business itself Sociological Technological Suppliers Customers Zumtobel Group Competitors Economic Political Environmental 3 Zumtobel AG

4 4 different businesses within the lighting industry Components of lighting solution Luminaire Environment Control system Lamp Ballast 4 Zumtobel AG

5 Lighting business is part of construction industry Structure of the lighting business Construction business Lighting business Application Customer Supplier/Customer Industry Architect Luminaire manufacturer Controls manufacurer Ballast manufacturer Lamp manufacturer GE Office Lighting des. OSRAM Hospital El. engineer PHILIPS Shop Electrician ZUMTOBEL GROUP TRIDONIC.ATCO Art & Culture Wholesaler THORN ZUMTOBEL Sports End user Regional & continental players Regional Global players Global players n > 1000 n < 1000 n < 100 n < 10 Street MS of top 3: < 15 % Today mainly basic technologies Small to medium quantities MS of top 3: < 10 % MS of top 3: ~ 50 % Know-How High technology Customized solutions Entrance barrier Mass production MS of top 3: ~ 80 % High technology Entrance barrier Mass production 5 Zumtobel AG

6 Economic Sociological Technological Suppliers Customers Zumtobel Group Competitors Economic Political Environmental 6 Zumtobel AG

7 Economic Business goes East but lighting business is slow - Western Europe highly developed in lighting technology - Asian countries less developed % - 30% % - 42% - West East divide remains Only little in sales distribution % - 23% % - 3% % - 2% 7 Zumtobel AG

8 Sociological Sociological Customers Technological Suppliers Zumtobel Group Competitors Economic Political Environmental 8 Zumtobel AG

9 Sociological 4 main drivers for lighting Information 24-h society Wellness, wellbeing, health Ageing society 9 Zumtobel AG

10 Sociological Light and... the information age People are visual animals. They perceive or take in 90 % of all information via their eyes. We live in a visual world. Information is inextricable linked with light! "For every beauty there is an eye somewhere to see it." Ivan Panin 10 Zumtobel AG

11 Sociological Light and... the information age Kunsthaus Graz 11 Zumtobel AG

12 Sociological Light and... wellbeing & health visual channel biological channel 12 Zumtobel AG

13 Sociological Daylight ("natural" light) is very dynamic Moonlight: 0.1 Lux Cloudy day in autumn or winter: Lux Shade in summer: Lux Sunny day in summer: Lux 13 Zumtobel AG

14 Sociological Dynamic light, dynamic people! Huge variance in Artificial light levels mean Only high light levels guarantee circadian rhythm. lighting level "biological darkness" 14 Zumtobel AG

15 Sociological Light and... the 24-hour society Light level Post winter afternoon Morning lunch compensation boost dip T k B N B N C hours The "right light" gives people wings! 15 Zumtobel AG

16 Sociological Light for vision and light for wellbeing Eyes are windows to the soul 16 Zumtobel AG

17 Sociological Light and... the ageing society -10 % of the world s population is elder than 60 years - Increase in aging by 2050: People over 60 will reach 21 % of population Elder people need more light. The "Right light" in homes for elder people reduces drug consumption. Source: United Nations. World Population Prospects: The 2000 Revision Highlights. February 2001, pp Zumtobel AG

18 Political and environmental Sociological Customers Technological Suppliers Zumtobel Group Competitors Economic Political and environmental 18 Zumtobel AG

19 Political and environmental Target CO 2 reduction Increase in mean temperature of Reduction of emissions, Approx. 10 % of the energy approx. 2-4 K forecasted for 2100 especially CO 2, required in an office building is used by IPPC. for lighting. 19 Zumtobel AG

20 Political and environmental Reduction of energy consumption Electrical energy for lighting is needed when general consumption is high-peak load. Intelligent daylight linked daylight Management systems can save up to 75 % of electrical energy used for lighting. Toyota Prius 20 Zumtobel AG

21 Political and environmental Balance with intelligent solutions Humanergy Balance "More" light (more energy) - enhanced vision - counteract age - wellbeing and health "Less" energy (less light) -CO2 reduction - energy reduction - less material usage 21 Zumtobel AG

22 Technological Sociological Technological Suppliers Customers Zumtobel Group Competitors Economic Political Environmental 22 Zumtobel AG

23 Technological Light source: from incandescent bulb to LED and OLED Point source LEDs Small wattage metal halide lamps Halogen lamps Lamp Linear source Fluorescent tubes Compact fluorescent Flat source OSRAM Planon OLED 23 Zumtobel AG

24 Technological Direction of light: from macro to micro to nano Reflection Reflectors Louvres Micro-Louvres 3 fundamental principles of physics Refraction Prisms Lenses Micro-prisms Microlens arrays Lenticular lenses Diffraction HOEs (holographical optical elements) Nano structures 24 Zumtobel AG

25 Technological New structures: diffraction instead of refraction Refractive Diffractive - Wide range of materials (glass, polymer,..) - Small components, light weight - Realisation of new optical functions - Potential of large-scale production - Low costs 25 Zumtobel AG

26 Technological Built-in intelligence: the intelligent camera 26 Zumtobel AG

27 Technological Built-in intelligence: the intelligent luminaire 27 Zumtobel AG

28 Technological Built-in intelligence: the intelligent luminaire 28 Zumtobel AG

29 Lighting business is part of construction industry Summary Construction business Lighting business Application Customer Industry Architect Luminaire manufacturer Controls manufacurer Ballast manufacturer Lamp manufacturer GE Office Lighting des. OSRAM Hospital Shop Art & Culture El. engineer Electrician Wholesaler Customer interface ZUMTOBEL GROUP THORN ZUMTOBEL PHILIPS TRIDONIC.ATCO Sports Street End user Light &... leads to higher turn over and better margins Energy &... leads to refurbishment Push and more intelligent products Energy saving and comfort maintenance Higher intelligence: -Dimming - Digital technology - Bus-Interface Value chain to the customer LED and OLED: New lamps open the field or new competitors 29 Zumtobel AG

30 Lighting business is part of construction industry Summary Construction business Lighting business Application Customer Key factors for our success: Only global players Industry Office Hospital Shop Art & Culture Architect have access to new technologies Lighting des. Luminaire manufacturer Controls manufacurer have capabilities to develop new intelligent applications and standards El. engineer Electrician Wholesaler Customer interface and can follow the complex s in lighting business ZUMTOBEL GROUP THORN ZUMTOBEL PHILIPS Ballast manufacturer TRIDONIC.ATCO OSRAM Our Sales Force meets all customers requirements in a value-added lighting business Lamp manufacturer GE Sports Street End user Light &... leads to higher turn over and better margins Energy &... leads to refurbishment Push and more intelligent products Energy saving and comfort maintenance Higher intelligence: -Dimming - Digital technology - Bus-Interface Value chain to the customer LED and OLED: New lamps open the field or new competitors 30 Zumtobel AG