Lumileds LEDs Illumination update Interlight November 10th – 13th

Umberto DusiSales Director South EMEA and Russian

Federation/CIS Regions

©2015 Lumileds Holding B.V. | Confidential | 2November 12, 2015

A Rich History of Leadership

2014 – World’s first hot color targeted LEDs (LUXEON Mid-Power)

2014 – Launch of LUXEON CoB with CrispWhite Technology: Retail Lighting That

Makes an Impact

2013 – Enabling 200 lm/w TLED (LUXEON Rebel Color)

2013 – High efficient LED in remote control lighting, Philips hue (LUXEON Rebel Lime)

2012 – World’s first 50W equivalent perfect fit GU10 enabled by LUXEON H

2011 – Industry leading lumen density emitter to replace halogen spotlights (LUXEON S)

2010 – World’s first Freedom from Binning products introduced (LUXEON A)

2010 – World’s first to ship 1 billion power LEDs

2009 – LUXEON Rebel Illumination portfolio launch

2009 – LM-80 report available on-line

2008 – World’s first LED to backlight Apple iMac desktop display (LUXEON Rebel)

2007 – World’s first use of LED in Times Square New Year’s ball drop

2007 – World’s first full function LED car headlamp (Audi R8)

2007 – World’s smallest lowest cost power LED introduced (LUXEON Rebel)

2004 – World’s first TV backlit with LEDs (Sony Qualia 005)

2004 – World’s first LED for functional camera flash (Sony Ericsson)

2003 – World’s first 3 watt power LED family introduced (LUXEON III)

2002 – World’s first 5 watt power LED family introduced (LUXEON V)

2001 – World’s first white power LED introduced to the (LUXEON I)

2000 – World’s first use of LED for full automotive rear lamp (Cadillac)

1998 – World’s first LUXEON 1W Power LED used for traffic lights

1993 – World’s first use of LED in automotive exterior (Ford LTD appliqué)

1972 – World’s first LED used in a consumer product (HP 35C)

1968 – Hewlett Packard’s first commercial LEDs1967-1999

1999-2006

2006-present

©2015 Lumileds Holding B.V. | Confidential | 3November 12, 2015

Lumileds will be a $2B+ Global Company8000+ employees with 9 manufacturing locations

EPI Die Device Package Phosphor

• Phosphor & Materials Research

Critical proximity to Philips phosphor know-how

Maarheeze, Netherlands

EPI Die Device Package Phosphor

• Headquarters, R&D, Marketing, Sales, Admin

• EPI Manufacturing

Co-located with R&D and advanced labs

San Jose, US

EPI Die Device Package Phosphor

• Manufacturing

• Total FTE ~ 2,250

Proven Backend LED operation for over 30 years

Penang, Malaysia

EPI Die Device Package Phosphor

• Front-end wafer fab

• Total FTE ~ 1,500

First “Western LED company” wafer fab in Asia; Experienced talent pool; EDB support

Yishun, Singapore

©2015 Lumileds Holding B.V. | Confidential | 4November 12, 2015

-----

Current

Heat

Blue Photons

White Spectrum

Epitaxy for lm/W Breakthrough

Epitaxy = Light emitting crystal growth

with single atomic layer precision

Die - Device Architecture Leadership Optimized Package Solutions

Phosphors for Conversion Efficiency

Phosphor = Fluorescent materials

down-converting blue photons to green

and red photons create precise white

spectrum

Best-in-class competencies in core LED technologies…

©2015 Lumileds Holding B.V. | Confidential | 5November 12, 2015

• Wall Plug Efficiency (WPE)

is a measure of converting

electrons to photons

• It is a basic metric of die

performance

• 2015 EPI development is

targeting improved “droop”

for higher efficiency at

higher drive currents

• 8% expected gain over

nearest competitor at

500mA/mm250

55

60

65

70

75

80

10 100 1000

WP

E (

%)

Current (mA/mm2)

Leading Wall Plug Efficiency

Lumileds 2013

Lumileds 2014

Competitor 1

Competitor 2

Maintain

efficacy at

low current

Improved

Droop

500350

Typical Operating Range

Epitaxy Efficiency Continues to Lead

©2015 Lumileds Holding B.V. | Confidential | 6November 12, 2015

3.5 mm x 3.5 mm

LUXEON

FlipChip

White 10

LUXEON

FlipChip

White 05

1.4 mm x 1.4 mm 1.1 mm x 1.1 mm2.0 mm x 1.6 mm

LUXEON Z ESLUXEON Q

3.7 mm x 3.7 mm

LUXEON TX

• FlipChip White Package-less Emitter

• Surface mount Flip Chip eliminates L1 packaging cost

• Sapphire backbone – robust for handling and assembly

• Phosphor and encapsulant on die

• Scalable to different die sizes

• High Drive Current

• Emits Light from 5 Sides

• High Packing Density => High Lumen Density

Silicone

Phosphor

LED

Package Innovation Micro-sized Form Factor

©2015 Lumileds Holding B.V. | Confidential | 7November 12, 2015

Comprehensive Portfolio of Application Optimized LUXEON LEDs

High power, mid power, low power, chip on board, color and UV LED families as

well as the infinitely configurable Matrix Platform

v

Mid Power & Low Power LEDs

LUXEON 3030 HV

LUXEON 3535L / HE

LUXEON 3020

LUXEON 3014

LUXEON 3030 2D

High Power LEDs

LUXEON TX LUXEON Z ES

Chip on Board LEDs

LUXEON CoBCore Range

LUXEON M LUXEON MZ LUXEON CoB Compact Range

LUXEON CoB with CrispWhite Technology

LUXEON 5258

Matrix Platform

LUXEON XF

LUXEON XR

LUXEON Built-to-Spec

Color LEDs

LUXEON Z

LUXEON Rebel

LUXEON 3535L

LUXEON FlipChip White

LUXEON C

©2015 Lumileds Holding B.V. | Confidential | 8November 12, 2015

High Power Family

Single Emitter

LUXEON TX

LUXEON Z ES

• Highest efficacy (LUXEON TX)

• Highest optical control (LUXEON Z ES)

• Standard footprint (LUXEON Q)

LUXEON TX

Flux &

Lm/$

• 7% flux increase

LUXEON Z ES 3000K 80CRI

Flux &

Lm/$

• 7% flux increase

LUXEON Q

Q3 ’15 to Q3 ‘16

* @ 700mA, 4000K 70CRI

* @ 700mA, 3000K 80CRI

• Brightest Single-Dome Emitter

(LUXEON M)

• Precise Optical Control (LUXEON MZ)

Multi-Die Emitter

LUXEON M

LUXEON MZ

LUXEON M

Flux

• 5% flux increase

LUXEON MZ

Sports

• Stadium Lighting CRI 90

5700K

Q3 ’15 to Q3 ‘16

* @ 700mA, 4000K 70CRI

Direct Attach Emitter

LUXEON FlipChip White

• Smallest, highest flux density

• Maximum design flexibility

LUXEON FlipChip White 3000K 80CRI

Flux &

Lm/$

• 5% flux increase

LUXEON FlipChip Royal Blue

mW

• 3% mW upgrade

LUXEON FlipChip

Royal Blue

Q3 ’15 to Q3 ‘16

* @ 700mA, 3000K 80CRI

©2015 Lumileds Holding B.V. | Confidential | 9November 12, 2015

Flux Bin Q1’15 Q2’15 Q3’15 Q4’15 Q1’16 Q2’16

250lm

260lm

270lm

280lm

290lm

300lm

LUXEON TX 5000K/70 Target Roadmap PerformanceContinuous performance improvements leading to ~11% flux increase

• Modified Vf bin structure implemented in September.

– X Vf Bin Max 2.85Volts – enabling 5% efficacy advantage over current 3V max Vf bin structure

265

270

279283

289

297

260

270

280

290

300

Q1 '15 Q2 '15 Q3 '15 Q4 '15 Q1 '16 Q2 '16

Lumens LUXEON TX 5000K 70CRI; Tj=85C°; 700mA

Typical

©2015 Lumileds Holding B.V. | Confidential | 10November 12, 2015

LUXEON TX EfficacyContinuous improvement quarter over quarter

135

138

142

144

147

152

133

135

140

142

145

149

130

135

140

145

150

155

Q1 '15 Q2 '15 Q3 '15 Q4 '15 Q1 '16 Q2 '16

Lm/W LUXEON TX 4000K 70CRI; Tj=85C°; 700mA

Typical 2.8V

Max of 2.85V

• Modified Vf bin structure implemented in September.

– X Vf Bin Max 2.85Volts – enabling 5% efficacy advantage over current 3V max Vf bin structure

©2015 Lumileds Holding B.V. | Confidential | 11November 12, 2015

Flux Bin Q1’1

5

Q2’15 Q3’15 Q4’15 Q1’16 Q2’16

T (970-1040 lm)

U (1040-1120)

V (1120-1200)

Upgrade epi Phosphor Phosphor Epi

LUXEON M Bin Roadmap Performance

• Typical Flux increase 5% Q1’15 to Q1’16

• Typical Vf decreasing from 11.2V to 10.9V in Q2’15

Voltage Bin Q1’15 Q2’15

F (11V Max)

G (11.5V Max)

H (12V Max)

Nominal

CCT

Typical Flux 700mA Tj=85°C

Q4 2015 Typical Flux700mA Tj=85°C

Min

CRI

3000K 1000 1050 70

4000K 1076 1110 70

5000K 1100 1134 70

5700K 1110 1160 70

6500K 1130 1173 70

Voltage

Typical Vf

700mA Tj=85°C

Q3 2015 Typical Vf700mA Tj=85°C

3V 2.8 2.73

6V 5.6 5.45

12V 11.2 10.9

LUXEON M 5700K 70CRI Roadmap Performance

©2015 Lumileds Holding B.V. | Confidential | 12November 12, 2015

LUXEON M EfficacyContinuous improvement quarter over quarter

1050

1100

11301150

1178

1216

1000

1050

1100

1150

1200

1250

Q1 '15 Q2 '15 Q3 '15 Q4 '15 Q1 '16 Q2 '16

Lumens LUXEON TX 5700K 70CRI; Tj=85C°; 700mA

Typical 10.9V

133

135

139

143

147

151

130

135

140

145

150

155

Q1 '15 Q2 '15 Q3 '15 Q4 '15 Q1 '16 Q2 '16

Lm/W LUXEON TX 5700K 70CRI; Tj=85C°; 700mA

Typical 10.9V

©2015 Lumileds Holding B.V. | Confidential | 13November 12, 2015

Mid Power & Low Power LED Family

High Efficacy

LUXEON 3020

LUXEON 3535L HE

Flux &

lm/$

• 10% lm/W improvement

LUXEON 3020

Lm/W

• 6% lm/W increase

• Offering a TVS version (LUXEON 3020)

• Lm/W leadership (LUXEON 3535L HE)

LUXEON 3535L HE

* @ 120mA, 2700K 90CRI

* @ 100mA, 4000K 80CRI

Q3 ’15 to Q3 ‘16 Q3 ’15 to Q3 ‘16

Low Lumen

LUXEON 3014

LUXEON 3014

Flux &

lm/$

• 11% flux increase

• Hot color targeted (LUXEON 3014)

• Improved lm/$ (LUXEON 3014)

LUXEON 3014

• Offering 8000 & 10000K

* @ 60mA, 4000K 80CRI

High Lumen

LUXEON 3030 2D

Offering • Launching late Q4 ‘15

3030 2D 2700K 90CRI

Lm/W

• 6% gain lm/W

• Hot color targeted 6V

• Improved reliability

Q3 ’15 to Q3 ‘16

New

CCT/

CRI

LUXEON 3030 HV

LUXEON 3030 HV