Strategically Blogging

Ultrafast laser evolution

Allen Nogee 04/30/2015

Currently I am working on a report on ultrafast lasers. Many of these types of lasers have existed for many years, and they can do incredible things, but the total market remains relatively small when compared to some other laser segments. The ultrafast laser market is like all laser markets where specialized tools are matched to applications requiring them.

Laser Choices Improve Along with Laser Specs

Allen Nogee 03/18/2015

Having just finished all the forecasts and estimations of the recently released report, The Worldwide Market for Lasers 2015, this is the time I step back and look at last year’s laser market in retrospect. It is quite common for industry analysts (myself included) to attempt to “fit” a market they are investigating over other markets which have proceeded it. This is a part of normal human experience - mapping the unknown to what they do know. Unfortunately, what I have found from my experience in technology, 30+ years actually, is that no technology really duplicates another in evolution, no matter how much they may appear similar at first glance.

Key Takeaways from the 2015 China LED Signage Show

Martin Shih 03/16/2015

Strategies Unlimited was invited to present at one of the world’s biggest LED Signage Shows, giving an overview of the worldwide LED signage market and trends for 2015 during the conference. We will also update our signage market data in our upcoming report, “The Worldwide Market for LEDs 2015,” which will publish in April. Although this conference was held right after the Chinese New Year Holidays, which led to fewer attendees than 2014, we still saw all the major LED signage suppliers demonstrate their latest LED signs and outdoor/indoor displays for 2015. 

What is new in the SSL Lighting Industry: Recap of Strategies in Light 2015

Shonika Vijay 03/10/2015

Strategies in Light had yet another successful year of conference and exhibition in Las Vegas two weeks ago. The conference started off with informative workshops and a captivating investor forum showcasing start-ups such as Orama, RayVio, LUXeXceL, LumaStream, Nordic Power Converters, Transphorm, Fusion Optix, Stack Lighting, QuarkStar, and ecoSpectral. The now established company, Cooledge, also reminisced on their first debut at SIL U.S. a few years ago and their journey to becoming a recognized company in the SSL Industry. Here are a few highlights from the show:

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.

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.

ABOUT US

Strategies Unlimited

offers comprehensive coverage of high-brightness LEDs and LED lighting, lasers and other photonic products and systems, biomedical imaging systems and image sensors, compound semiconductor materials and specialty electronics market sectors.


MEET THE ANALYSTS

The experienced analyst team at Strategies Unlimited offers comprehensive coverage of high-brightness LEDs and LED lighting, lasers and other photonic products and systems, biomedical imaging systems and image sensors, compound semiconductor materials and specialty electronics market sectors.
 LEARN MORE