WHO’S MISSING? WHAT’S NEXT? WHO’S NEXT? AND WHEN? BY CHRIS BROWN - Energy Watch News


WHO’S MISSING? WHAT’S NEXT? WHO’S NEXT? AND WHEN? BY CHRIS BROWN

Hey Captain Sunshine, it’s me CHICKEN LITTLE! Remember me? Remember our debates about Illumigeddon and Fortuity? Well, it’s time to look back and see how we got where we are today in our truly disrupted Lighting Industry.

But first, beyond the list below of news from the last month alone, help me out by letting me know about any other recent lighting industry acquisitions / spin offs / closings I’ve missed:

  • GE SELLS CURRENT TO A PRIVATE EQUITY FIRM, AMERICAN INDUSTRIAL PARTNERS
  • CREE SELLS LIGHTING DIVISION TO IDEAL INDUSTRIES
  • EATON WANTS TO SPIN OFF ITS COOPER LIGHTING DIVISION
  • OSRAM GERMANY ANNOUNCES LOWER PROFITS AND IS AN ACQUISITION TARGET

 WHAT DO THE SELLERS / SPINNERS KNOW THAT WE DON’T KNOW?

  • AMERLUX SOLD TO DELTA ELECTRONICS (not a lighting company out of Taiwan)
  • SIMKAR FILES CHAPTER 11
  • AMERICAN GLASS LIGHT SHUTS DOWN
  • LUMENOPTIX SHUTS DOWN
  • ECHELON LIGHTING SOLUTIONS SHUTS DOWN
  • APPLE / AMAZON / MICROSOFT HIT MARKET CAP OF $1 TRILLION (just thought I would throw that in……..ya never know who wants a piece of the lighting industry).

THIS IS RECENT HISTORY, FOLKS….

Is there a common thread here? Is it China, is it IoT, is it the economy, is it technology, is it bad management decisions, is it bad luck? Or is it just business as usual? Captain Sunshine, please help me understand what’s really going on in the traditional lighting industry. What’s going on, what’s next, and my old question….as IoT develops and tech and lighting have to align, who will be driving the bus?

And what about some of the technology developments we talked about…. circadian balanced illumination, tunable white light, Li-Fi, PoE, LVDC, OLED’s, quantum dots, laser, additive 3D manufacturing, etc. etc. etc. How about lighting distribution and manufacturers reps? Have they stepped up their games, broadened their ‘solution’ offerings, defended their existing client bases with IT alliances, brought their own IT infrastructures up to speed?

So, looking back, how did we do looking forward with Illumigeddon and Fortuity? Did we over or under estimate disruption. Any predictions going forward? Are you ready to admit that it looks like Illumigeddon may have arrived, and will continue? And if the answer is yes, how do folks prepare for it, both professionally and personally? Over to you!

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2 comments on “WHO’S MISSING? WHAT’S NEXT? WHO’S NEXT? AND WHEN? BY CHRIS BROWN

  1. David Gordon says:

    Chris – other elements of recent history include:
    Amazon joining Zigbee … what could this mean for smart homes and eventually Alexa getting into businesses?
    Philips is launching lighting control training for contractors
    April’s issue of Electrical Contractor magazine has a number of articles on lighting controls
    Our Q1 Pulse of Lighting report reports a 15 point increase in lighting control quotations by distributors AND 50% of reporting manufacturers had sales that were flat or declined with 20% reporting sales up 15%+. A dichotomy in company performance. And Top 7 companies lost 2 points in share.
    And tariffs affected some, not others as companies took different approaches

    So, yes, some disruption. More to come with lighting controls although slower than projected. More distributors also playing GC and/or adding value to their contractors … but many still “racing to the bottom” to capture the order.

    This segment will continue to represent opportunities but will also require continued reinvestment of time, capital and other resources for companies to continuously capture opportunities. The renovation market opportunity is large, but it’s no longer “an energy savings” play as LED = energy savings.

  2. Stan Walerczyk says:

    Chris and David – Thanks much

    With LED products being so low wattage, occupancy sensors and daylight harvesting are often no longer cost effective. For advanced controls to really take off the focus should be on non-energy benefits, which is the most popular part of my lighting seminars.

    I have found recent information very interesting from Mark Lien. That includes mainly from China, TLEDs costing about $1.61 in large quantities and low prices on other products without R&D and without going to more efficient LEDs.

    Since beginning of 2018 I have seen so few new LED products with significant LPW and other improvements compared to before that.

    Lighting retrofits may become mainly maintenance.

    Glad that after 30 years, I will retire soon.

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