Strategically Blogging

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.

What does LG Chem's "5 lm/$" really mean for lighting?

Stephanie Pruitt 02/05/2015

LG Chem came out this week claiming to have the world’s highest OLED lumen-price ratio at 5 lm/$, but what does this really mean, and how does it compare to traditional and LED lighting?

To really see how this ground breaking development in OLED lighting compares, I have listed below the average selling prices (ASPs) for the general lighting luminaire form factors that Strategies Unlimited believes OLEDs can potentially penetrate: downlights, troffers, and suspended pendants (we do not believe OLEDs will play in track lighting, high bay, or street lighting due to current lumen output, efficacy, and price).

What a weak dollar means to photonics

By Tom Hausken
The dollar has been declining steadily again (see figure) but how much difference does it make to lasers and photonics? A lot to any salesperson who is competing in an export business. A falling dollar is like a discount in the price given to the buyer. And it can mean a lot to the value that we analysts assign to markets (such as in our new market estimate ). For example, a falling dollar inflates the value in dollars of the production of Japanese blue-violet diode lasers for Blu-Ray players. But it doesn't mean a lot overall, for a lot of reasons. Why is that?


The conventional wisdom is that a falling dollar makes U.S. goods and services cheaper abroad, and foreign goods and services more expensive in the U.S. That is, it makes U.S. goods more competitive, and it deflates U.S. debt owed others as counted in foreign currency.

But many companies don't sell directly to companies abroad. A more complete downstream product may be exported by the customer's customer, but either way, the effect may be minimal--or at least obscure--to the photonics manufacturer.

Second, companies commonly import subcomponents from all over the world. A lower dollar then raises the cost to manufacture, erasing some or all of the advantages when it exports the complete product.

And, a lot of companies manufacture in the destination markets. This can help hedge against changes in currencies, among other things. In the example of Japanese blue-violet diode lasers, it changes the average prices and overall value, in dollars, that we assign to a market. But that can seem rather artificial when most of the Blu-Ray players are assembled in Asia anyway.

More often, the gains and losses from a falling dollar amount mostly to changes in market share: U.S. companies vs. non-U.S. companies, and U.S. importers vs. U.S. exporters.

For an explanation how a falling dollar is unlikely to create many new jobs in the U.S., read this article. It cites the reasons above, and notes that much of U.S. manufacturing is capital intensive, not labor-intensive. And, many manufacturers are small and not likely to ramp up hiring dramatically even if sales do improve.

Just the same, every little bit helps, especially if it means tipping a business from the red to the black or deeper into the black.

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