Strategically Blogging

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).

LED COB is Coming

Martin Shih 01/26/2015

We have now released our latest market research report, The World Market for COB LEDs in General Lightingwhich covers the market for LED COBs and Multichip Array COBs. We forecast the overall market for these COBs will grow significantly to $4.35 billion in 2020 from $1.54 billion in 2014. In addition, the report indicates that the market will grow by 40% YoY in 2015. The long term growth is mainly due to the increased penetration of COB luminaires and lamps into some specific lighting applications, such as downlights and spotlights. With better light distribution and design flexibility, we expect a significant growth for COB, especially in directional lighting applications.

Revolution vs. Evolution

Philip Smallwood 01/22/2015

At the 2014 Strategies in Light Europe conference, there was one recurring theme that I thought was very interesting: evolution vs. revolution. I think it is very important for people in the lighting industry to understand that LEDs in themselves are not a revolutionary (disruptive) technology that is changing the industry, but rather a natural evolutionary progression of light emitting materials/methods to create usable light. As presented by Dr. Thomas Knoop, the Managing Director of INTEGRATED, a technology is disruptive in an industry when it attacks the market by offering a different value driver (usually convenience or price) and not when it just fulfills the need of the average customer. The two charts provided below are visualizations of these ideas. 

Lighting Industry: 2014 in Review and What to Expect Next

Shonika Vijay 01/19/2015

As the year 2014 recently ended, I thought now would be a good time to review what the lighting industry has gone through along with what lighting trends we anticipate in the near future. 2014 was an amazing year for LED lighting. Here a few recent key things that LED lighting experienced in 2014:

The Decade's 5 Best Market Trends in Photonics

By Tom Hausken
Well, it'over: the decade-that-could-not-be-named (2001-2010). Time for a list of the Decade's 5 Best Market Trends in Photonics:

The triumph of flat displays. Remember the see-through iMacs? Don't CRTs look soooo 20th century now? And how about the touch screens for smart phones? They don't just make a nicer phone. They transform how we live. This is #1 because of the sheer size of the display industry, and its impact on everything else.

Cellphone cameras relaunch the image sensor market. The first cameraphone showed up in 2000, in Japan. There are now over 1 billion mobile phone handsets shipped every year, and most have cameras. That volume drives lots of other applications. And the quality! Again, transformative, and billions in new photonics revenue.

The Green Revolution: LEDs and solar. High-brightness LEDs are all about taking an old technology and improving the brightness to do some new things--a marketing VP's dream. This decade saw LEDs in mobile phones and TV backlights, but the talk now is about LED lighting taking over the world. And how about that solar market! Many investors have lost money in solar companies, but they keep coming. Somehow, we all want to be part of it. (I was too, back that was back in the 1970s.)

Molecular imaging and all other thing biophotonic. The average person on the street doesn't know it, but photonics is making a huge impact in biomedicine, from diagnostics to therapy. Optical molecular imaging is my favorite because of the promise it brings in finally solving some difficult and costly medical challenges. But there is also mid-IR spectroscopy, ultrafast surgery, OCT, and many more.

IPG and the fiber laser. Several companies had fiber laser products in the 1990s, but IPG Photonics gets credit for making it a big name in materials processing today, and the 5th largest maker of non-diode lasers. Ha! No one is laughing now. The fiber laser is one of the laser types you would design if you could pick only one, and if you had the materials you have today. The diode laser is the other.

There you have it. Next time if I get to it, the Decade's 5 Un-Trends in Photonics.

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