Strategically Blogging

Lasers in Medical Imaging: The Forecast Looks Very Bright

Allen Nogee 07/11/2014

Almost all medical imaging to date has used one of three technologies: X-rays, magnetism (MRI), or ultrasound. X-rays alone have been used for almost 120 years now, and although today’s imaging technology has improved vastly over the many years, the fact remains that x-rays, ultrasound, and magnetism are all technologies that, due to many factors, produce coarse images, at least by today’s standards. But what if a very coherent light source was used instead, maybe a laser?

Actually, Optical Coherence Tomography (OCT), which produces images based on the reflections of coherent light, is not a new technology. OCT has been used since the early 1990s, especially in the area of ophthalmology, where the images produced by OCT are 100 times finer than standard images produced by ultrasound. In just the last five years, OCT has become one of the most important retinal imaging techniques used today.

The Impact of the Epistar Acquisition on the LED Industry

Martin Shih 07/09/2014

Epistar (2448.TW) announced a plan to fully acquire Forepi (3061.TW), the second-largest chipmaker in Taiwan, through a share swap (1:3.448), implying 18% share dilution to Epistar. The effective date will be the end of 2014, and Forepi will be delisted from the TAIEX.

After the merger, Epistar will become the world’s largest LED chip maker in terms of capacity with a global market share of 15%, which will better position the company to lead in future technology development.

EPA's New Emissions Cutting Plan Could Have an Effect on LED Lighting

Philip Smallwood 06/30/2014

On June 2nd, the Environmental Protection Agency (EPA) proposed a rule designed to cut carbon dioxide emissions from existing coal plants by as much as 30 percent by 2030, compared with 2005 levels. The EPA will finalize the proposal in mid-2015 and then give states a year to design their own plans to meet targets. The organization will let states meet emission targets for power plants in several ways, including through plant upgrades, by switching from coal to natural gas, by improving energy efficiency, or by promoting renewable energy outside the plant site. This approach will give states greater flexibility in designing plans to meet the EPA’s targets.

Where's the Glare?

Shonika Vijay 06/13/2014

LIGHTFAIR, the world’s largest annual architectural and commercial lighting trade show and conference, took place in Las Vegas last week. I wanted to share my thoughts on what I saw that was of the most interest. The 3 main things I saw were: a lot of LED luminaires, more use of optics in products, and lighting controls being present in nearly every booth. To read up more on controls, please see our blogs: Let's Talk Controls and Lightfair International Gets Smart. I will focus on what I saw in terms of optics and LED luminaires.

Lightfair International Gets Smart

Stephanie Pruitt 06/10/2014

At Lightfair International 2013, it seemed only a handful of companies had a booth with a smart lighting solution - Philips, TCP, and Samsung were among the more recognizable ones that I noticed. Fast forward one year and it seems that smart lighting could be found at almost every booth; even the non-name brand booths seemed to have some sort of solution. Whether this was wireless controls to dim lights or change color through your smart phone - or even gesture control...

The Top 10 laser suppliers: some tight races but a good year for all

By Tom Hausken
Now that 2011 is coming to a close we can estimate who are the leading laser suppliers for the year. Once again it looks like Trumpf and Coherent are neck and neck for Number 1, with over $800 million each. Rofin and Cymer are in a close race for 3rd and 4th places, with nearly $600 million each.  IPG will roll in 5th, but this year with over $450 million in fiber laser sales. IPG's 2011 revenues would have put it at #1 as recently as 2009.

These players are familiar names. Cymer dropped out of the short list in the recession, but is back again. The order changes depending on the exposure of companies to different sectors. Trumpf and Rofin are highly exposed to heavy manufacturing, while Coherent is more diversified. Cymer is basically a one-product company.

I can't really know how the year will end up, of course. But three quarters are finished, and so far it looks like the fourth quarter is behaving as expected. Only the floods in Thailand have created surprises, but that's confined to telecom components, hard drive manufacturers, and the like.

I also can't really know what Trumpf is up to. And a lot of revenues for a company like Rofin-Sinar are really system sales, revenues that would not be counted if it were a company like Trumpf or Newport.

And then there are the telecom transceiver manufacturers. Finisar , JDS Uniphase , Oclaro , and others are all very strong in that segment, and Finisar is closing in on $800 million itself. With the companies above, and a couple others, that rounds out a list of the top 10.

It's also interesting that the Top 10 make up over 50% of all laser sales worldwide.

But I don't want to give too much away. There will be more on 2011 and 2012 at January's Laser Focus World Marketplace Seminar and our upcoming market report .

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