For many years, the industrial landscape of lighting has been stable, dominated by the leaders such as Philips, Osram and GE. Now, the recent advancements in LED lighting technology, coupled with declining LED prices, is accelerating the adoption of solid-state lighting (SSL) in many segments of the lighting industry, causing disruption to traditional industrial structures. This change is creating both risks and opportunities for companies and investors involved in the lighting industry.
The SSL Investor Forum, held for the first time at Strategies in Light Europe 2011, aims to address some of the principal questions being asked by investors. Organized in association with Berenberg Bank, the Forum will discuss issues such as the pace of adoption of LEDs in lighting, the longer-term growth potential of the market, and opportunities to invest in different levels of the lighting value-chain. Other factors for discussion include the effects of regulations and government subsidies, and the penetration of consumer-electronics manufacturers into the lighting space.
Speakers from publicly-quoted companies in the LED and lighting markets will share their expertise and insight. LED and module manufacturers are represented, as well as luminaire and lighting-system manufacturers. A major retailer will represent the consumer-facing end of the value chain. Other speakers will discuss investment opportunities and the influence of energy-efficiency initiatives in Europe.
The SSL Investor Forum is specifically designed for current and potential investors, and will provide valuable information and excellent networking opportunities.
Provisional conference agenda:
This is an interactive Forum where audience participation is encouraged, so all timings are approximate.
- 09:45-10:15
Introduction and Overview of the SSL Investor Forum
Tim Whitaker, LEDs Magazine and Will Mackie, Berenberg Bank - 10:15-10:45
How European Energy-Efficiency Initiatives Related to Lighting are Shaping the Marketplace
Paolo Bertoldi & Michel Quicheron
Joint Research Centre, European Commission - 10:45-11.15
Experiences of Driving Change in the Lighting Industry
Stephan Greiner
Vice President, Cree Europe - 11:15-11:45
Panel Discussion
Christian Schraft, Head of Strategy, Osram
Stephan Greiner, Cree
Paolo Bertoldi, EC
Menko Deroos, Xicato
- 13:00-13:30
Financial Benefits of Targeting Niche Markets
MArk Fryer
Chief Financial Officer, Dialight - 13:30-14:00
The Growth Opportunity for LED Modules in General Lighting
Menko Deroos
Chief Executive Officer and Founder, Xicato - 14:00-14:30
Realising Investment Opportunities Within the Lighting Industry
Michael O'Neil
Investment Director, Climate Change Capital
