Strategically Blogging

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'.

Key takeaways from Guangzhou International Lighting Exhibition - Pricing, pricing and pricing!

Martin Shih 06/10/2015

This week we attended Guangzhou Light Exhibition, the biggest lighting fair in China. There were more than 3,000 booths and full-three-day conferences. 

CSP: Big Potential in a Tiny Package?

Stephanie Pruitt 06/03/2015

Chip Scale Packaging (CSP), originally from the semiconductor industry, continues to make headlines in the LED industry.

Sales of Laser Pico Projectors Projected Up

Allen Nogee 06/03/2015

Back in 2009, LG released the first pico projector smartphone combination, the LG eXpo. This smartphone was sold by AT&T and the pico projector was sold as an add-on for an additional $180. 

IPG makes moves

By Tom Hausken
IPG seemed to make a vertical move into machine tools this week, with its announcement that it acquired Cosytronic . Well, it turns out that it’s not exactly a vertical move. In fact, it’s a pretty narrow acquisition, but an interesting one. Where does this put IPG on the longer term roadmap?

IPG has done well so far in kilowatt lasers, selling mainly to systems integrators for metal welding. But the huge majority of welders use good old-fashioned electrical welders, not laser welders.

IPG aims to change that. Cosytronic has 20-some years of experience in resistance welding, from the “Welding Valley” in Germany. It has a tool that can make seam welds with a laser head that swaps with the head of a resistance spot welder. The aim here isn’t to take on resistance spot welders. The aim is to increase the pie for laser welding. For IPG, it’s about the application, not making systems per se.

I should mention that IPG's main competitor, TRUMPF, aims to do the same thing, of course. But TRUMPF has a machine tool business and lots of internal expertise. IPG is working on that.

It’s a very different story in sheet metal cutting, by the way. That is the grand prize in materials processing. But, several big tool vendors make their own CO2 resonators for their tools, or have loyal relationships with independent suppliers of resonators, mainly Rofin and Fanuc. It’s hard for a new player to break in with a new type of laser. Nonetheless, IPG is making progress there too. IPG plans to continue to work with the systems integrators to gain share in that segment, rather that to make a vertical move.

This is IPG's 2nd acquisition in 2010, by the way. It acquired little-known Photonics Innovations, of Alabama, in January. That acquisition is also narrowly strategic, aiming at materials and the mid-IR range.

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