Strategically Blogging

What’s going on with CREE?

Martin Shih 06/26/2015

Cree has announced that the company will restructure its LED business in order to reduce overhead and to improve the business’s cost structure in the future.

Turn-Key Connected Lighting Solutions May Not Be Appropriate For All

Shonika Vijay 06/26/2015

This blog is another piece on the connected lighting market. To see our previous articles on the connected lighting market refer to: 'With More LED Street Lights Comes More Connected Lighting,' 'Lighting Industry: 2014 in Review and What to Expect Next,' and 'Let's Talk Controls'.

Key takeaways from Guangzhou International Lighting Exhibition - Pricing, pricing and pricing!

Martin Shih 06/10/2015

This week we attended Guangzhou Light Exhibition, the biggest lighting fair in China. There were more than 3,000 booths and full-three-day conferences. 

CSP: Big Potential in a Tiny Package?

Stephanie Pruitt 06/03/2015

Chip Scale Packaging (CSP), originally from the semiconductor industry, continues to make headlines in the LED industry.

Sales of Laser Pico Projectors Projected Up

Allen Nogee 06/03/2015

Back in 2009, LG released the first pico projector smartphone combination, the LG eXpo. This smartphone was sold by AT&T and the pico projector was sold as an add-on for an additional $180. 

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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