Strategically Blogging

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).

LED COB is Coming

Martin Shih 01/26/2015

We have now released our latest market research report, The World Market for COB LEDs in General Lightingwhich covers the market for LED COBs and Multichip Array COBs. We forecast the overall market for these COBs will grow significantly to $4.35 billion in 2020 from $1.54 billion in 2014. In addition, the report indicates that the market will grow by 40% YoY in 2015. The long term growth is mainly due to the increased penetration of COB luminaires and lamps into some specific lighting applications, such as downlights and spotlights. With better light distribution and design flexibility, we expect a significant growth for COB, especially in directional lighting applications.

Revolution vs. Evolution

Philip Smallwood 01/22/2015

At the 2014 Strategies in Light Europe conference, there was one recurring theme that I thought was very interesting: evolution vs. revolution. I think it is very important for people in the lighting industry to understand that LEDs in themselves are not a revolutionary (disruptive) technology that is changing the industry, but rather a natural evolutionary progression of light emitting materials/methods to create usable light. As presented by Dr. Thomas Knoop, the Managing Director of INTEGRATED, a technology is disruptive in an industry when it attacks the market by offering a different value driver (usually convenience or price) and not when it just fulfills the need of the average customer. The two charts provided below are visualizations of these ideas. 

Lighting Industry: 2014 in Review and What to Expect Next

Shonika Vijay 01/19/2015

As the year 2014 recently ended, I thought now would be a good time to review what the lighting industry has gone through along with what lighting trends we anticipate in the near future. 2014 was an amazing year for LED lighting. Here a few recent key things that LED lighting experienced in 2014:

Laser Munich--Bottoming out, fiber lasers, and a family reunion fueled by beer

By Tom Hausken
Who can be gloomy at a show where the beer starts flowing before noon and booth parties start before closing? If booth traffic is slow, at least the halls are bright and cheery and everyone is there. It’s the closest thing to a family reunion in the laser business, and it only happens once every two years.

The number of exhibitors at Laser Munich last week was almost exactly the same as in 2007, but spread out in four halls instead of three. Considering the laser industry is in its deepest trough ever, people were in a great mood.

One factor would be that there is now a general feeling that the industry, and the economy at large, has more or less hit bottom. One comment that sums it up is that now “there are finally more new orders than cancellations.” It’s kind of like how you feel when you stop beating your head against the wall.

The bright colors may have helped too. Trumpf was touting the Blue Laser, which I was told referred to blue sky, earth as seen from space, earth-friendly, and something about cozying up to Mercedes. Its new-ish acquisition, SPI Lasers, featured its redENERGY and redPOWER lasers--really more infrared than red, but close enough. Coherent, meanwhile, went yellow and featured a more industrial look, evoking images of robots, Caterpillar tractors, and guys with hardhats.

The best coverage of the show, including video coverage, is by Industrial Laser Solutions magazine (look for articles in the June 15 to 19 timeframe). But, since everyone seemed to ask, "What's new at the show"? here's my general take.

Fiber lasers were once again the big thing at Laser Munich. At Munich 2007 we saw several early fiber laser products from players who had been on the sidelines, most notably Trumpf, Rofin, and GSI. This year those companies stepped up their fiber laser offerings. In addition, Coherent showed a fiber laser prototype based on bar pumping that will be out next year. Newport quietly relaunched a 100W CW fiber laser for industrial applications. nLight featured its fiber laser products from its OptoTools acquisition. And even LASAG, well known for its lamp-pumped YAG lasers but not wanting to be identified only as such, had a fiber laser in its booth.

Never one to be outdone, IPG showed a 10 kW single mode fiber laser. Even 3 kW was remarkable just a couple years ago, now they are at 10 kW. Its main application is for military customers developing directed energy weapons, a good business for IPG these days.

Direct diode lasers also had some buzz. For the most part, there were the usual players, Laserline being a leader, but acceptance is growing for processes like brazing and welding. Trumpf was the most notable new player . Lumics was able to boast about its "three digit" unit order for 200+ W fiber-coupled diode systems--a nice win in a tough economy.

Overall, the booth traffic may have been on the light side, but I wonder if Laser Munich may steal some market share from competing events. Even with companies tight on travel budgets, everyone still wants to be at Laser Munich, to be part of the family reunion.

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