LED light bulbs and the manufacturing of them Message Board

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Technology Stocks : LED light bulbs and the manufacturing of them

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To: robert b furman who wrote (34)	6/10/2013 7:13:08 AM
From: Real Man	Read Replies (1) of 140

electroiq.com This is old, but main players won't change all that fast It's truly stunning that led made it into household lighting! I would expect cheaper prices and tremendous market share gain for led in the next 5 years, but I am not sure how to invest in this boom, because of factors I mentioned. Yeah, price wars. This is a 75 bln market, expect led to take at least 30% if not more. Led will also compete with halo and vanilla light bulbs. It will win, provided the manufacturers can price led bulbs competitively. Don't forget cars also! In a nutshell, your bet is CREE. Any other ideas? One can also do some research on OLeds, based on organic semiconductors. Cree seems to be GaN based and SiC based. The latter seems less expensive, but I think you still need expensive iii-v materials for your led.

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