I attended the first day of meetings at Strategies in Light and found them very informative. Below are my raw notes from the sessions:
Tuesday, Tom Princince, CEO, Digital Lumens
- Customers don’t want to be first with LED or last with CFL or HID
- Digital Lumens has 500+ installations in 3 years
- Industrials spend $0.50 to $1.00 per sq ft annually in lighting.
- Goal is to convince customers to migrate from a fixed cost of light to a service cost.
- 4 to 5 year paypack is a tough sell; controls and rebates can move payback to 2 years.
- Using intelligence with a 175,000 sq ft warehouse and replacing MH 1000, KWh was reduced by 95% with a $75K in energy savings. (95% is a bold statement and I am not sure I buy it. Princince claimed the savings was from multilevel occupancy, daylight harvesting, scheduling and LED efficiency.)
- Digital Lumens expects to be the next big lighting company
Tsutomu Schimomura, Founder and CTO of Neofocal Systems
- This gentleman spoke to an audience of about 500 professionals wearing shorts and a T-shirt. Sunglasses rested on top of his head holding his bangs out of his eyes. Unfortunately, this is all I remember about his presentation.
Rich Green, Senior Vice President, Products and Technology Enlighted, Inc,
- Basically the technology consists of many sensors and an RF device that speaks 15.4.
- Sensors stream data to a central point. Can make predictive reports and backward reports about space utilization.
- Because they are powered by the light themselves, there are no wires and no need for separate power. Installation is nominal.
- Each sensor is placed approx. 100 square feet apart.. One plugged into every fixture, even existing fluorescent.
- No site survey required. Goal is NOT to see how few sensors you can use as with traditional product.
- Don’t really need a server because the sensors are adaptive and work on their own.
- Sensors measure energy, temperature, and occupancy
- Cist is about 1/3 the cost of competition when site surveys and commissioning are included
- Simple and reliable. If one sensor stops, you only lose 100 sq ft.
- Only 6 skus in the company.
- 61% sav in warehouse, 71% savings in work center in Oakland;
- They know who is where and when which is good for security.
- Direct sales force in global 500. Moving to reps and distributors as product matures.
- Getting employees engaged is helpful. Saved 40% initially in 35,000 sq ft office, and an additional 30% savings when the employees were engaged.
Vrinda Bhandarkar, Director of Research, LED Lighting, Strategies in Light
LED Market Drivers:
- Price decline due to large overcapacity in chip manufacturing in China.
- Slow TV growth helped cause overcapacity.
- Tsunami and Fukushima nuclear disaster—strong demand driver
- Need for energy conversation
- Global warming
- High marginal cost of energy generation
- Financial crises and ensuing financial stimuli
- Growth of emerging economies
Replacement lamps grew fast in Japan after Tsunami.
|
2011 |
2012 |
||
|
Lamps |
Luminaires |
Lamps |
Luminaires |
N. America |
$307M |
$2,173M |
$371M |
$2,807M |
Europe |
$506M |
$2,167M |
$697M |
$2,430M |
- Japan dominated market for replacement lamps.
- 50% of downlights in Japan are LED
- Fastest growth rate was China triggered by government subsidies
- Total LED Illumination Market, 2012 Revenue Total $14.5 B USD
- Luminaires: $9.1B
- Replacement lamps: $2.5B dollars
- Other $2.7 B
- Luminaire market is for CAGR of 13% thru 2017.
- 60% of India is unreliable power supply, so solar lanterns are very important in India.