Strategically Blogging

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. 

What is new in the SSL Lighting Industry: Recap of Strategies in Light 2015

Shonika Vijay 03/10/2015

Strategies in Light had yet another successful year of conference and exhibition in Las Vegas two weeks ago. The conference started off with informative workshops and a captivating investor forum showcasing start-ups such as Orama, RayVio, LUXeXceL, LumaStream, Nordic Power Converters, Transphorm, Fusion Optix, Stack Lighting, QuarkStar, and ecoSpectral. The now established company, Cooledge, also reminisced on their first debut at SIL U.S. a few years ago and their journey to becoming a recognized company in the SSL Industry. Here are a few highlights from the show:

Highlights of DOE Solid State Lighting R&D Conference

Shonika Vijay 02/09/2015

Recently, we had the DOE R&D conference in San Francisco. As always, it was a great event as the key industry players and decision makers came under one roof. I wanted to share some of my highlights and experiences from the event. Before that, one of the treats for me was looking at the new Bay Bridge from the shores of Treasure Island. Though I am a Bay Area resident, I regret that I hadn’t done this before—I usually just drive through it. The Bay Bridge looked magnificent, as it wore jewels of LED lights. The directionality of the lights was brilliant and it limited light spillage into the bay. So thank you, DOE, for allowing me this experience.

What does LG Chem's "5 lm/$" really mean for lighting?

Stephanie Pruitt 02/05/2015

LG Chem came out this week claiming to have the world’s highest OLED lumen-price ratio at 5 lm/$, but what does this really mean, and how does it compare to traditional and LED lighting?

To really see how this ground breaking development in OLED lighting compares, I have listed below the average selling prices (ASPs) for the general lighting luminaire form factors that Strategies Unlimited believes OLEDs can potentially penetrate: downlights, troffers, and suspended pendants (we do not believe OLEDs will play in track lighting, high bay, or street lighting due to current lumen output, efficacy, and price).

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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