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The LED Gold Rush

With new price points and higher efficiency, LEDs seem set for rapid growth in market share. Not every LED stock will benefit equally, however. Pure-play LED companies like Cree and Revolution Lighting Technologies, Inc. are likely to gain more than broader lighting companies like Philips and Acuity Brands. Navigant Research predicts that revenue from LED lamp sales will rise to $8.7 billion by 2021 but while LED lamp sales to commercial buildings will grow by 23% per year for the next 8 years, the longer life of LEDs will cause industry revenue from lamp sales to decline slightly over the coming decade. The LED Gold Rush