Strategically Blogging

The End of Non-LED Lighting is Approaching

Philip Smallwood 09/02/2015

A few weeks ago, EdisonReport reported that GE will be discontinuing some incumbent lighting technology luminaires, and will no longer be producing any new custom non-LED luminaire configurations starting in 2016. 

IKEA Lives Up to its Promise to Only Sell LED Bulbs

Stephanie Pruitt 08/18/2015

In 2012, IKEA, the world’s largest home-furnishings retailer, vowed that it would only sell LED lamps in its stores by 2016. Three years later, it looks as though the retail giant is keeping its word and getting a head start.

The End of the Smartphone Era Has Arrived. Bring in the Lasers.

Allen Nogee 08/06/2015

It’s really hard to believe that it has been just a little over 8 years since Apple introduced the iPhone, the smartphone which more or less started the smartphone revolution. In 2014, close to 1.2 billion smartphones were shipped, with Apple and Samsung leading the pack. But smartphone shipments are slowing, so manufacturers are doing what they can to get new customer by adding lasers.

Remembering Dr. Roland Haitz

Shonika Vijay 08/06/2015

We heard about the passing of Dr. Roland Haitz in late June and we wanted to take this moment and remember the pioneering figure behind the evolving world of LEDs. We give our condolences to Dr. Haitz’s family, friends and the many lives his research and work touched.

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.

LED replacement lamps: new regulations and 100+% growth

By Tom Hausken
Most people are not aware that new energy regulations in Europe and the U.S. will progressively ban incandescent lamps from the market, creating a huge market opportunity for LED replacement lamps just as they improve in performance and price. Our new market report anticipates growth rates in this product of over 100% per year for the next several years, thanks to the new regulations, continuing declines in prices, and the unique features that only LEDs provide. That’s great news for LED makers, who see the lighting market as the ultimate application for LEDs.

It’s not quite so simple as that, however. For one thing, LED replacement lamps are too expensive today for widespread use, so they are relegated today to special applications, such as hard-to-reach places. Manufacturers have yet to realize economies of scale. In the meantime, compact fluorescent lamps (CFLs) are more prominent. Also, customers have to be educated to think in terms of cost of ownership, rather than the initial price. Even the government regulations aren’t set in stone, given the big change that it entails.


What's so great about LEDs? LED lamps are directional and can be adapted to fit different lamp profiles not possible with other light sources. They come in all possible shades of white, last for a long time, can be dimmed and controlled easily. And unlike CFLs, LED lamps contain no mercury.


The LED is in many ways the ideal lighting technology, but actually developing that market is still surprisingly challenging. That's why the new energy regulations will prove so pivotal for the LED business.

Oh, and in case you missed the hint earlier, we do have a new market report on this topic.

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