SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : LED light bulbs and the manufacturing of them

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: robert b furman who wrote (1)6/9/2013 5:59:38 PM
From: Real Man  Read Replies (1) of 140
 
Led lighting is available in a store near you, and big semiconductor
manufacturers like Samsung or GE are all on it. Still a bit
more expensive than your normal bulb, but more durable. High
efficiency improvements of LEDs (gallium nitride?) made it possible. That said,
LEDs are a commodity probably worse than memory. Easy to make,
so, while the consumer profits, it does seems like this will not
be an area of wide margins for someone. I could be wrong.
GaN revolution happened in early 2000-s.

You could be right, and it sure pays to watch if someone can
make Led lghting much cheaper than others. There are some
fixed costs - you got to make 'em of semiconductors like GaN,
probably most expensive components in the light. This stuff isn't
just sand. If materials that go into bright led have relatively high
cost, there isn't much one can do to drop the price.

The bottom line, though, led light, while led, is still a light
and relatively low tech, which probably means commodity pricing.
Great invention, tough to profit off. The efficiency will continue to
improve, and your led bulb is here to stay!
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext