Strategically Blogging

GE Plans to Stop CFL Business

02/01/2016

Since the bans on inefficient light bulbs have been happening around the globe (including in the US starting in 2012), it has made sense that lighting manufacturers have been slowing down on the production of incandescent and halogen bulbs – the least efficient types of bulbs. CFLs were the replacement bulb of choice across many markets, with LEDs making a slow start due to much higher prices. Now, however, we’re beginning to see the shift away from CFLs as well. 

The 2016 Smart Lighting Market

Shonika Vijay 01/27/2016

The hype of the connected lighting or smart lighting or networked lighting or even IoT of lighting has spread throughout the lighting industry as well as the network and technology companies. Nontraditional lighting companies such as SAP, Google, Cisco, Apple, and Microsoft are targeting the lighting landscape through network infrastructure familiar to them and are also partnering with existing lighting players such as Acuity, Philips, Osram and etc. who are familiar with the end-users and regulatory demands of the market.

In the Year of Light, Lasers Started To Really Shine

Allen Nogee 01/19/2016

As everyone is aware, Strategies Unlimited is the leader in both laser research and LED lighting research, and rarely do the applications of these two widely different light “sources” usually overlap. Lasers can be used for illumination tasks such as semiconductor inspection where a laser illuminates a semiconductor wafer when one looks for defects, but when it comes to general illumination of white light used by us humans for vision, this task almost has always been the domain of LEDs, or at least it has until very recently.

Laser Outlook For 2016

Allen Nogee 12/16/2015

There is some fair debate going on now as to whether our worldwide economy is on an upswing or a downswing. But does this really matter to the laser market?  

When Economic Justification of Connected Lighting Becomes Difficult

Shonika Vijay 12/08/2015

Making decisions to change the lighting system of a business are currently conducted by evaluating the listed economic metrics and then deciding if the business will reap tangible benefits for implementing the changes... While connected lighting has been proven to add tangible benefits such as reduced energy consumption there are other nontangible benefits that may be onerous to prove through current economic parameters. 

Breaking down the "micro" laser market

By Tom Hausken
We just published our special market report on the so-called micro materials processing market . Once the market bounces off the bottom, the growth in the recovery will be good, but the interesting part of the story will be in changes in market share as the technology marches forward.

I should first explain what the micro materials processing market is. These are lasers used for lower power welding, cutting, drilling, microfabrication, additive processes, heat treatment, and lithography. We don't count kilowatt lasers at all, nor do we count marking and decorative engraving. The lasers are used to make semiconductors, solar cells, medical devices, jewelry, electronics, consumer products, and a wide range of various industrial parts.

The market will take a 40% hit this year, which is dreadful, but this is not big news any more, and the recovery will bring the market to $460 million by 2013. There is talk that the semiconductor tool business is already turning around, after falling since 2007. Other markets, like solar cells, has a ways to go yet, and automotive may be slower to come back.

We found the market share leaders to be Coherent, Rofin-Sinar, and GSI Group, with over 50% of the market. It's not hard to see why. Coherent is strong in CO2 lasers, excimer lasers, and DPSSLs. Rofin is strong in multiple categories too (don't forget that Rofin includes other brands: Lee Laser, etc.) And we counted all of Excel Technology's laser production in GSI's 2008 share, so that includes significant lamp-pumped solid-state lasers and CO2 lasers. There are a lot of players and product segments, so any company that is strong in multiple segments will have greater share. (Of course, many companies are also diversified across other laser applications apart from the micro category, but that isn't counted here.)

By the way, lamp-pumped lasers may be on the decline, but the sales still amount to something, especially considering that they often involve higher powers, and therefore higher prices. By comparison, a lot of CO2 marking lasers sell for under $2,000, so it takes a lot of them to amount to much.

The thing that is striking is that the technology, as mature as it is, isn't staying still, especially in the micro category. Innovations like pulse shaping fiber lasers, higher power green lasers, and picosecond lasers, to name a few, promise to upset the market share at least a little while the market comes back.

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