GE switches off light bulb business after almost 130 years
arstechnica.com
arstechnica.com
Curious what others think, but I think they undervalue the brand value they are eroding by divesting from all of these low growth business that were the building blocks of their once great brand?
I suspect part of the reason they're getting out of a lot of this commodity (or borderline commodity) businesses is because they make much more money on building power plants and wind turbines, jet engines, medical equipment (MRI/CT/PET/etc machines and more), etc.
Some quick digging, and it looks like their lighting and industrial controls division made all of $300m in profit. Their aviation products alone profited over $28b.
If I were them, I wouldn't care either.
This very article is about them divesting the lightbulb business which, according to the linked statement from GE themselves, will happen in mid-2020.
Basically the start of their downfall was Trian Partners, an activist investor, bought $2.5 billion of GE stock in 2015 with the express goal of GE taking on a ton of debt to do share buybacks and raise the dividend
https://steveblank.com/2017/11/01/why-ges-jeff-immelt-lost-h...
Karma's a bitch.
The phaseout was defunded.
Also, not sure what's next after LEDs.
Philips Lighting is a competitor, and they have a similar portfolio of non-consumer lighting solutions, like UV-C lighting, lighting-as-a-service (financial product), city/building/warehouse/airport lighting, etc.
https://www.lighting.philips.com/main/home
I was about to say there's also specialized lighting niches where margins might be higher, like airfield lighting (GE Aviation lighting). Maybe the installation contract costs are where they make their money, because their consumables are not that expensive (<$100).
https://airportlighting.com/airport-lighting-manufacturer-br...
An elevated runway light costs $17.76.
Both GE & Westinghouse were huge conglomerates (Westinghouse began its sell-off decades earlier than GE), so is this the market deciding that these companies were too big to be successful?
Googling taught me it was spun off from Philips and later renamed to Signify, with “Philips” one of the Signify brands (https://www.signify.com/global/brands). That Signify page links to a philips.com URL, so it seems the two companies are intertwined, the brand name was licensed, or whatever.
I don’t think they were too successful. It’s more that former giants in electronics can’t/don’t want to compete in low-margin markets, and focus on higher-margin ones. Philips itself went even further, and spun off commercial lighting, focusing on health, where it thinks it can get even higher margins than in commercial lighting.
LED lighting today is leaps and bounds better than just a few years ago and magnitudes cheaper. I have found replacements for all bulb types I have use of.
Since I work in the garage, having it dimly lit is a problem. Also, I have the age problem of my eyes losing the ability to change their focal length. Bright lighting alleviates much of this.
I bet lightning is good business (for big buildings) and definitely a core thing to provide as part of electricity (re)installations.
Though there are warehouses full of 277 fluorescent fixtures and ballasts that nobody wants.
It sounded like they reused the same 10 seconds of video half a dozen times.
Resetting a lightbulb. What a time to be alive.
Next time I feel like I hate my job, I'm going to think about the poor actor who had to narrate this horrorshow just to put food on the table.
That's the funniest thing I've seen in a while. 10/10 would reset again.
1960s: In 50 years we will have flying cars and holidays on the moon 2019: How to factory reset your light bulbs
This is the funniest video I've seen in weeks! You have created the ultimate 21st century light bulb joke
this isn't the cyberpunk future I wanted
This shit is hilarious!.. Could you imagine if this was real?
As an engineer, you know it's time to pick a new career when the video documentation of your product winds up on CNN...
If it really were a smart bulb it would beg for death.
...after Edison, I mean.
AFAIK GE’s lighting business, from the start, has just been riding on the fact that (incandescent, halogen, and even fluorescent) lightbulbs were both fragile and required nasty chemicals to make, and so a large company like GE can get better economies of scale on production than their smaller competitors—by either having large contracts with channel partners, or by just vertically integrating all the way down to mining and all the way up to distribution logistics.
The latest and greatest LED lighting still looks awful to me - it seems fuzzy and unpleasant even though it appears yellowish rather than the harsh blue or weird glowing violet of earlier LED bulbs.
The spectrum from an incandescent bulb seems so much better.
I greatly prefer the low power, low heat, and long life of LED bulbs, but I just can't get past the awful light that comes from them.
Not > 95 CRI, but seems like 95 CRI Philips bulbs ($11).
https://www.prolampsales.com/products/philips-470159-78mr16-...
Some highish CRI (90-93) bulbs are a few bucks ($1-$7)
https://www.1000bulbs.com/category/led-a19-lights-high-cri/
Ushio ColourMax, 96 CRI ($9.97)
https://www.lampline.com/ushio-colourmax-led-par16-sp15-ww30...
https://www.mitsubishielectric.com/en/about/rd/research/high...
I'm looking ...
Can they save it? Keep all the pieces together, maybe they can save it.
There's nothing to save. Look for yourself. It's just ... gone. There's nothing left.
...what the fuck is this?
Just found this now myself. Amazing what you come across in an HN discussion. Fascinating!
As a side note, the book is good. I don't want to oversell it but it reminded me of "Creativity, Inc." And while the context is corporate/enterprise, there were plenty of valuable takeaways for any company where people matter and change is a given.
Not exactly "practically bankrupt" but hey, random internet comment...
Insurance liabilities were valued at $38Bi in 2018, and these costs are only going up:
https://www.reuters.com/article/us-ge-insurance/exclusive-ge...
(Is it just me, or do the newer, environmentally friendly bulbs seem not to last nearly as long?)
I would be happy to spend much more on high-quality bulbs, but only if they were exactly what i wanted, and i have yet to find anything which ticks all the boxes.
Specifically, i want >= 800 lumens, daylight / cool white, very good colour rendering, in an ES27 screw fitting, and dimmable. There have been a few candidates, but i haven't actually been able to buy them - they're out of stock, or not available in the UK, etc.
The one area where everything but good old fashioned incandescent lights fail.
Makes me wonder if anyone is working on applying quantum dots to LED lamps.
Phillips - around 40 regular socket, BR30 recessed, and 4x hue bulbs. Not a single failure or flicker. Am particularly a fan of the warm glow for nicer dimming at night.
Hyperikon. They were the only brand with the smaller PAR16 bulbs at the time, at least in warmer color-temp. They look absolutely fantastic as down-wash lights on walls. However, 2/8 are out or intermittent after just 3 years of low usage (they were in a low traffic area).
Random brands from promos / utility give-aways. Used three of these in the garage, and 2/3 already burned out.
TLDR: Quality matters, and high quality bulbs definitely last IME.
> I would will to spend a bit more if I could be confident that I was going to get a bulb that actually lasted the lifespan of the LEDs.
That's why Costco is great - I save the box, and when I have a full set of burned out ones I just return them and buy a new set.
LEDs - or compact fluorescent before that - in a torchière? Last forever. Recessed lighting, enclosed or narrow lamps? Maybe a couple times as long as an incandescent.
All my philips hue bulbs still work. Even the ones that are like 8 years old. But every bulb from ikea has broken.
Not sure if there is something user can do to protect their house from grid quality issues.
You may find that your retail options for DC lamps are more limited depending on where you shop, and it will likely require a more extensive change than just unscrewing a "bulb" and putting a new one in but it's an option. Certainly worth considering if you're remodelling for example.
Incidentally, incandescent bulbs flicker at 120 Hz (in the US) but it is imperceptible because the light output doesn’t go to zero and it is beyond the flicker fusion threshold (~60 Hz)
The flicker fusion threshold for many people is above 60Hz. Remember 60Hz CRTs? 85Hz is a more reliable threshold. And in any case, flicker fusion threshold is only relevant when your eyes are stationary. On eye movement you get phantom array effect. People vary greatly in how sensitive they are to this, and depending on how strong your saccadic masking is, it can be annoying at frequencies well into the kilohertz.
http://www.bigclive.com/ledlmp.htm
Better and more expensive LED drivers use a switch mode power supply, which does not produce visible flicker.
Make sure that if you're putting LED bulbs in enclosed spaces, that they're designed to handle that.
Also, I'm lumping in compact fluorescent bulbs, which perhaps account for most of the failures.
An additional annoying detail is that one or two of my fixtures dim in one way or another. I put "dimmable" bulbs in them, but I'm somewhat dubious as to their actual capability in that application.
I'm sure there's someone who can explain it in more depth than I can, but even "dimmable" LED bulbs likely won't work correctly (flicker, not dimming as low as they should) and will die faster than expected if you don't replace the actual dimmer switch in your wall with one intended for LEDs.
I recently bought some 100w-equivalent bulbs rated for enclosures (TCP brand, and also Philips) and some Philips LED replacements for fluorescent tubes that are actually as bright as the fluorescents -- 2600 lumens each.
https://www.amazon.com/Replacement-Daylight-Ballast-Equivale...
Now I just need LEDs to drop to 1/3 their current price for the nicer-quality (might outlast an incandescent) bulbs and I won't feel like I'm getting ripped off in this whole deal. If I buy the ones that are a mere 60% the price of nice bulbs then they go back to the CFL behavior of dying constantly and quickly.
(I've used LED bulbs across three houses with build ages between 20 and 0 years at move-in, so I don't think it's something wrong with my house, and incandescents have done about as well as they ever do in all three)
The only one that has failed since then was one that I dropped from about 8 feet up onto the concrete floor of my garage. I gave to a curious coworker who took it apart. There was some component (an inductor I think, but don't remember for sure) that was attached to the PCB only by a couple thin wires, and one of those wires had broke.
I measured the output of all of them with a lux meter. A few months ago, I measured again and they are all about the same as they were when new. In particular, I didn't see any definite difference between ones that I've used for hours every day for 3.5 years, and ones that have seen maybe 5 minutes use in that same time.
In other words, California says no to cheap shitty bulbs.
Incandescents make the plastic go yellow, so people have searched long and hard for a light that doesn’t heat up but still lets you open and close your door.
If we're going to have anti-China tariffs, a useful thing to do would be to require FCC and UL approval. Power supplies would cost a little more but would not catch fire, and few things would blither all over the RF spectrum.
[1]https://apps.fcc.gov/kdb/GetAttachment.html?id=K0pZdRE7biF3a...
GE has been a finance and insurance company for some time.