shining a light on the led opportunity

by:Getian     2020-08-08
The guest article was written by Tom Pinnes, chief executive of Boston Digital Lumens.
Headquartered in lighting systems.
Investors in Pincincesesmart know that usually, the biggest growth opportunity is that you can\'t invest yet.
When new technologies are still under development or in the early stages of market penetration, they usually have the greatest potential for growth.
At this point, emerging companies have unlimited possibilities and huge risks and need investors who are accustomed to such transactions.
If you have the ability and perseverance to invest in an emerging company at this critical stage, the return can be great.
The creation of new markets often depends on the component technology of open opportunities, rather than the development of the entire product supply chain.
This creates an interesting supply.
In many areas of cleaning technology, including the LED market, there is a demand curve.
Cree, Rubicon and other well-known LED players have successfully built a strong business around the LED chip itself, investing in persistence and cash to bring the LED to where it is today.
Now, led is ready for a wide range of applications and can successfully replace the traditional lighting technology.
But the risk of investing in LED chips was 10 years ago, when the technology was not confirmed and the price was high. risk.
As technology becomes the de facto standard for displays and indicator lights, LED chip manufacturers are also growing and have a higher risk return --
Early investors of tolerance.
While some LED suppliers are under pressure in the public market, this is due to concerns about commodity merchandising and the impact from China (
Whether it\'s competition or prosperityBankruptcy incentive)
, This book is not the end of the story about LED.
We\'re just getting ready for the next chapter: the downstream opportunity or \"second wave\" of integrating LEDs into smart systems that can provide more light.
Where smart money is used for led, efforts to enter the general lighting market are going smoothly, driven by energy efficiency and longevity that cannot meet the aging lighting technology.
The historical premium of the Led is rapidly falling to a more affordable price, opening up the global lighting market for this fascinating new technology.
Many manufacturers are working on this market with an evolutionary approach-incorporating LEDs into traditional lighting devices and replacing bulb profiles.
Other companies are taking a more revolutionary approach, using LED chips as an opportunity to rethink lighting value propositions, and using LED as a highly controllable source of lighting to open up new types of applications.
From a broader perspective, the development of the LED market will reflect the development of the PC market, the initial value of the PC market is chip manufacturers (
Intel and memory companies)
And then transfer to the system manufacturer (
Dell, Gateway, pc ibm)
And then to the software company (
Microsoft, Netscape, Lotus).
In the end, there are several long
There are long-term winners at every level of the value chain, but each level has gone through a huge period of expansion that lasted for years before it was dominated by one or two gorillas.
We may go into the LED chip stage, or we may go through a winner or two.
A fully open competitive environment is now in the system and software phases.
The global lighting market is huge and is expected to reach $110 billion by 2020, while lighting uses an astonishing 25% of U. S. energy consumption last year. S.
As led becomes the new lighting standard, the potential reduction in global energy use is huge in all industries.
But the first action will be in the industrial and commercial areas of the market, not in the residential area, because industrial facilities have high wattage lights that have been on all the time.
Reducing lighting energy use in the industrial sector is the easiest and best way for the United States to achieve real, measurable and effective energy efficiency improvements and load reductionS.
In addition, enterprises also make decisions in a longer period of time than consumers, have a stronger balance sheet to invest, and have more analytical resources to evaluate transactions, A single decision can save energy for hundreds or thousands of residential energy efficiency projects.
Who will come out on it?
At all stages of the LED market development, it is too early to call the winner, especially since competitors have just left the starting point in some cases.
Despite the size, brand and distribution channels, the aging giants in the lighting sector do not guarantee room in the winner circle.
It is clear that the new underlying technology opens up the enormous potential to break the status quo once again.
What is intelligent lighting?
It is a centrally managed network of independent smart LED fixtures covering other functions for operational insights, facility monitoring, etc.
Intelligent lighting provides the ability to manage all aspects of the lighting system-setting working hours, brightness and dimming levels, lamp duration, etc.
The system then collects all performance data and shares it with the operations team.
These intelligent lighting systems are not only more efficient,
They are offering a variety of different added values for the industrial facilities that are adopting them-many of which usually cost about $1 per square foot.
It is obvious that injecting wisdom into the most basic lighting in history is possible to break the status quo while redefining what lighting can do.
As it happens, the skirmish took place in industrial markets outside the public eye.
But from there, the commercial and residential areas will grow rapidly.
In addition to lighting, it also shows what is happening in the area of cleaning technology-the area of communication technology (
Wired and Wireless)
Combined Software
Improve energy efficiency and new features based on measurement and management functions.
Impatient clean-tech investors are frustrated by the impact of policies and politics on some industries such as wind and solar, and they should revisit the opportunities that arise in smart systems.
Smart money looks to the future, but really smart money opens its eyes to understand the real potential of the future.
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