WHO ARE THE KEY PLAYERS IN THE CURRENT SMART LIGHTING INDUSTRY? BY BILL ATTARDI - Energy Watch News


WHO ARE THE KEY PLAYERS IN THE CURRENT SMART LIGHTING INDUSTRY? BY BILL ATTARDI


We defined the Boston Consulting Group’s (BCG) Stars / Problem Children / Cash Cows / Dogs in our last two blogs…….Now it’s time to put everyone in their place! Forget about Cash Cows and Dogs……..those still in the traditional no growth lighting business……..you know who you are (fuggeddabouddit). They live in the past, we need to look into the future. If we can identify the current Stars and Problem Children in the fast-growing Smart Lighting industry, maybe, with a little vision, we can project our future leaders. Will the Stars hang on, who are the Problem Children that will become Stars…..how long will it take? All good questions but we must start with what is NOW! I’m first up………here are my picks. What’s yours? Please, feel free to add to the list, as well as move any of my picks as you see fit. As Lincoln once said: With malice toward none, with charity for all…

LUMINAIRE STARS – fast-growing market (7%-15%) / superior market share (>10%)
• Acuity
• Cree
• Eaton / Cooper
• Hubbell
• Musco (sports lighting niche)
• Philips
• Others??????

LAMP STARS – fast-growing market (7%-15%) / superior market share (>10%)
• Cree
• GE / Current
• Osram / LEDvance / MLS
• Philips
• Others????????

PROBLEM CHILDREN – fast-growing market (7%-15%) / low market share
• Amerlux
• Eiko
• Feit
• Green Creative
• Halco
• Leviton
• Lighting Science Group
• MaxLite
• Prudential
• Rab
• Satco
• Soraa
• TCP
• Ushio
• Westinghouse
• Zumtobel
• Others?????????

PROBLEM CHILDREN – possible new entrants / no market share yet
• Apple
• Amazon
• Cisco
• Google
• LG
• Opple
• Qualcomm
• Samsung
• Verizon
• Others????????

Again, please add to any list as you see fit…but keep it to what’s happening now!
Make your picks in the COMMENT section below.

One last point: I equate the Smart Phone with Smart Lighting all the time……It ain’t about light anymore……having a light bulb that can only provide light – could look a lot like a cell phone that will only make phone calls. So in my opinion, generally speaking and from an industry evolution standpoint, I contend that when the lighting industry concluded – forced really – that it was in their best interests to convert every single lighting system out there to SSL, we started the evolution from Traditional Lighting to Smart Lighting: from incandescent / fluorescent / HID to SSL / sensors / controls. Everybody knew that if they did not make that conversion, they were out of lighting, forever. For this exercise, I make the assumption that everyone on my list are all in various stages of that Smart Lighting conversion / evolution. What do you think?

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3 comments on “WHO ARE THE KEY PLAYERS IN THE CURRENT SMART LIGHTING INDUSTRY? BY BILL ATTARDI

  1. Dean Pournraras says:

    What is up Bill? Nice to see your name and see what is going on. Would love to catch up!
    Let me know if you are coming out West.

    I can see your smile and hear your laugh.

    925-708-9448

  2. Ross Reida says:

    Just to tag along with what you mentioned here about cell phones, the smart lighting industry should be proactively pursuing creative financing solutions, such as Lighting-as-a-Service, Shared Savings, and other creative “subscription based” financial arrangements. We have shifted our financing business model towards LaaS and Shared Savings, and away from lease, loans, and traditional debt structures. Commercial customers are more likely to “sign on” for a smart lighting system with all the bells and whistles, when presented payment options that eliminate upfront cost, avoid the balance sheet, and are cash-flow positive month one (in most cases). Happy to share…

  3. Stan Walerczyk says:

    It is interesting that Cree is listed as stars, while its stock pricing has not been good for five years. Until control systems have a common open protocol, platform for interoperability and greatly reduced pricing most advanced control systems will only be ready for early adopters. This battle may make, for those old enough to remember, beta max and vhs look like child play. Recently I dealt with a seven year old control system from a major manufacturer, which that manufacturer decided was obsolete and stopped making replacement parts and stopped supporting. How many lighting and control companies will last at least five years? Many LED products are already so low wattage that occupancy sensors and interior photocontrols are often not cost effectively saving energy.

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