Strategically Blogging

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.

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'.

What it takes to drive LED replacement bulbs

By Tom Hausken
What does it take to drive a market to high growth in the middle of a recession? Being a drop-in substitute for an existing product helps. Having a feature that no other technology can do helps, too. A government mandate also helps. If all three happen at the same time? Then the odds improve that strong growth will happen. That’s what’s happening in the LED replacement bulb market, as described in our recent report .

Contrary to what you might think, the lighting market has never been completely static. There is a wide range of options for light sources, electronic drivers, and fixture designs, and they continue to evolve. But the sockets themselves are slow to change, since they involve network effects, a form of chicken-and-egg problem. That’s where the drop-in substitute comes in. LED replacement bulb are selling today as substitutes for certain high-value applications.

What high-value applications? That’s where the unique feature comes in. LED bulbs can’t compete with compact fluorescent bulbs for general ambient lighting. But for directional lighting, LED bulbs are superior for controllability, dimmability, and a choice of color temperatures.

Why not use the existing technology? The government mandate requires that all bulbs achieve a certain efficacy over a coming phase-in period. While this doesn’t ban incandescent bulbs outright, it does price ordinary incandescent bulbs above more efficient CFL and LED bulbs. A perfect convergence.




By the way, the terminology in this area can be confusing. The figure shows how the LED replacement bulbs fit into conventional fixtures to complete a luminaire. The eventual goal is to migrate to complete designs where the LEDs are integrated into the luminaire from the get go. (See our market report on LED luminaires .)

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