Based on McKinsey’s proprietary research on the professional lighting industry, this article discusses how the profit pool around today’s traditional lighting value-chain will develop into the LED lighting value-chain of 2020, and the implications this has for companies at different steps of the value-chain. McKinsey’s research shows that “moduling”—the development of LED-based modules—will be the most attractive value-chain step going forward.
This article was published in the Sept/Oct 2009 issue of LEDs Magazine. To read the full version of this article, please visit our magazine page, where you can download FREE electronic PDF versions of all issues of LEDs Magazine.
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