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