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.
Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Elroy who wrote (57955)9/9/2016 6:56:47 AM
From: Spekulatius1 Recommendation

Recommended By
bruwin

  Read Replies (1) | Respond to of 78740
 
The market for lighting LED's is brutally competitive. Most players in the industry are hurting. Yes the volumes are there, but the margins are slim.

The more attractive market are high power LED that go into lasers. As these LED lasers get more powerful, they replace the much mor expensive gas (CO2 Argon-ion etc) lasers. Those high tech products and it's growth markets and the margins are much more attractive. This is the market where the large players like Osram are playing.