Strategically Blogging

GE Plans to Stop CFL Business

02/01/2016

Since the bans on inefficient light bulbs have been happening around the globe (including in the US starting in 2012), it has made sense that lighting manufacturers have been slowing down on the production of incandescent and halogen bulbs – the least efficient types of bulbs. CFLs were the replacement bulb of choice across many markets, with LEDs making a slow start due to much higher prices. Now, however, we’re beginning to see the shift away from CFLs as well. 

The 2016 Smart Lighting Market

Shonika Vijay 01/27/2016

The hype of the connected lighting or smart lighting or networked lighting or even IoT of lighting has spread throughout the lighting industry as well as the network and technology companies. Nontraditional lighting companies such as SAP, Google, Cisco, Apple, and Microsoft are targeting the lighting landscape through network infrastructure familiar to them and are also partnering with existing lighting players such as Acuity, Philips, Osram and etc. who are familiar with the end-users and regulatory demands of the market.

In the Year of Light, Lasers Started To Really Shine

Allen Nogee 01/19/2016

As everyone is aware, Strategies Unlimited is the leader in both laser research and LED lighting research, and rarely do the applications of these two widely different light “sources” usually overlap. Lasers can be used for illumination tasks such as semiconductor inspection where a laser illuminates a semiconductor wafer when one looks for defects, but when it comes to general illumination of white light used by us humans for vision, this task almost has always been the domain of LEDs, or at least it has until very recently.

Laser Outlook For 2016

Allen Nogee 12/16/2015

There is some fair debate going on now as to whether our worldwide economy is on an upswing or a downswing. But does this really matter to the laser market?  

When Economic Justification of Connected Lighting Becomes Difficult

Shonika Vijay 12/08/2015

Making decisions to change the lighting system of a business are currently conducted by evaluating the listed economic metrics and then deciding if the business will reap tangible benefits for implementing the changes... While connected lighting has been proven to add tangible benefits such as reduced energy consumption there are other nontangible benefits that may be onerous to prove through current economic parameters. 

A plea to maintain opto prices

By Tom Hausken
How much will price erosion destroy opto revenues this year? That's one of the great unknowns in forecasting the market for 2009. Will suppliers behave themselves and hold prices above their costs? Or will they sell products at any price just to get cash flow for another quarter?

It's bad enough that the demand for components is sharply down as a result of the recession. Cutting prices only makes it worse. It's not like a company can brag about having market share if they lose money on every product going out the door. And in most of the opto market, high prices aren't holding back--the worldwide recession is to blame for that.

This is what has happened for years to several companies in telecom components. Some were selling below their cost. Consistently. And it spoiled the market for everybody.

I have to admit that I would be the first to argue that, in the end, the market forces ultimately prevail. That is, if there are enough competitors and the situation is desperate enough, suppliers will cut and run to get any business at all. Asking suppliers to remain calm and rational is not likely to make a difference.

And if fact, since last fall I've heard of discounts of as deep as 30% and 50% on standard prices. And then there's the used equipment market. What's a supplier to do when it is competing against its own products on the gray (used equipment) market?

Just the same, I hope that suppliers can look longer term and stick to a sustainable business strategy. It's going to be a long, cold recession and companies will be better off if they huddle together for warmth than if they wander off alone.

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