Strategically Blogging

Will the lack of an Energy Star Certification Affect Sales of Philips New Lamp?

Philip Smallwood 05/27/2015

LEDs Magazine recently released an article on Philips’ new sub-five dollar 60W equivalent LED lamp, which describes how the company was able to make a less expensive LED bulb by using lower priced mid-power LEDs, which decreases the lifetime to 10,000 hours and is not fully omnidirectional.

With More LED Street Lights Comes More Connected Lighting

Shonika Vijay 05/19/2015

Lighting communication has been a hot topic for the past couple of years. We usually come across them in headlines such as cities installing smart lighting, cities getting connected, cities installing lighting controls and etc.

Ultrafast laser evolution

Allen Nogee 04/30/2015

Currently I am working on a report on ultrafast lasers. Many of these types of lasers have existed for many years, and they can do incredible things, but the total market remains relatively small when compared to some other laser segments. The ultrafast laser market is like all laser markets where specialized tools are matched to applications requiring them.

Laser Choices Improve Along with Laser Specs

Allen Nogee 03/18/2015

Having just finished all the forecasts and estimations of the recently released report, The Worldwide Market for Lasers 2015, this is the time I step back and look at last year’s laser market in retrospect. It is quite common for industry analysts (myself included) to attempt to “fit” a market they are investigating over other markets which have proceeded it. This is a part of normal human experience - mapping the unknown to what they do know. Unfortunately, what I have found from my experience in technology, 30+ years actually, is that no technology really duplicates another in evolution, no matter how much they may appear similar at first glance.

Key Takeaways from the 2015 China LED Signage Show

Martin Shih 03/16/2015

Strategies Unlimited was invited to present at one of the world’s biggest LED Signage Shows, giving an overview of the worldwide LED signage market and trends for 2015 during the conference. We will also update our signage market data in our upcoming report, “The Worldwide Market for LEDs 2015,” which will publish in April. Although this conference was held right after the Chinese New Year Holidays, which led to fewer attendees than 2014, we still saw all the major LED signage suppliers demonstrate their latest LED signs and outdoor/indoor displays for 2015. 

Consolidation in the laser market, Part 1--How much is there?

By Tom Hausken
It seems like I hear about consolidation at every meeting I go to, whether in good times or bad. And I've come to the conclusion that everybody means something different when they talk about it. I thought that maybe it's time to present some facts, so here goes.

Over the last year I've been filling in a vast spreadsheet for the Laser Focus market survey and for our industrial laser forecast. It's a lot of work, but I'm able to refine it a little at a time. One of the things that I was able to find out was the amount of consolidation in the industrial laser market. (By industrial lasers we mostly include everything but diode lasers for communications and DVDs.)

What I found is that the top 10 industrial laser suppliers get about 86% of the revenues. These are companies like Coherent, TRUMPF, Rofin-Sinar, Cymer, and so on The next 10 get about 10% of the revenues. And all those dozens of little companies you see at Photonics West and Laser Munich? They make less than 4%.


(By the way, I tried as much as possible to strip out everythng but the laser revenues. And, the exact share varies a little depending on different definitions that I need to apply. But the basic ratio doesn't seem to change much.)

Many of the little companies do quite nicely, though, or at least they do in normal times. They may supply into close partners, like military contractors, or they sell other products or get some system revenues. Some operate very lean.

I make that point because I don't assume that just because they are small that they are necessarily more vulnerable. Certainly the recession will upset things. But consolidation is a lot more complicated than that. The laser market is probably too fragmented to lump together like this.

But that's for a future installment.

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