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...

On photonics executives, complexity, and margins

By Tom Hausken
Last month's Photonics West went well again. People were in a good mood, including the executives at SPIE’s forum , where I moderated. One topic was “managing complexity.” It sounds like a buzzword, until you think about it.

Take Coherent. It has to manage different kinds of lasers (excimer, CO2, solid-state, diode), selling to different end-user sectors (semiconductors, medical, university research, etc.), in different regions and through different types of sales channels. Edmund Optics is another example. It’s catalog has 26,000 optics and is available in 10 languages. Just managing that complexity is a task. While there are advantages to scale, it also can create some inefficiencies, compared to a small company with a single product and a few customers.


There can be great advantages to complexity. Clayton Christiansen, the Harvard business guru (he coined “disruptive technologies”), says that the margin in the supply chain goes to where there is the greatest complexity . Google, Apple, and Cisco all manage a lot of the complexity that is in their supply chain. Suppliers of standardized components do not. When specifications are standardized, the customers play the suppliers against each other, and the margin gets razor thin.


Low margin complexity. Sadly, the kind of complexity that our panelists (from Coherent, Edmund Optics, Hamamatsu, IDEX, Jenoptik, Newport, and Trumpf) have to manage is not the high-margin kind. That’s because the customers don’t want to pay to manage that complexity. It’s simply what the suppliers have to do as large companies. In fact, to the extent that the larger suppliers are just federations of smaller business units, a company like Coherent competes with small companies too.


So there you go: larger photonics companies have advantages with their brands and scale efficiencies, but what seemed to be on these executives’ minds was managing the complexity of it all, when they don't get to charge margins for it.


Feb 14, 2012

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