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コニカミノルタもLED照明に参入

日経2009/10/22朝刊11面より、コニカミノルタがLED照明に参入するという記事。

  • 光源の中核部品となるガラスレンズを2010年度上期から量産する
  • デジタル家電の光ピックアップの生産設備を転用
  • 量産から2~3年後に年間売上高100億円弱の事業に育てる
  • 15年度にはLEDレンズの世界市場シェアの10%にあたる年間10億個以上の受注を獲得して売上高500億円を目指す

LEDは可能性もあるのですが、参入障壁が低すぎるというマイナスもあります。が、ピックアップレンズはちょっとだけ面倒なので、こういう部品では存在感を出せるかもしれません。

懸念ポイントとしては、現在普及している安価なプラスチックレンズで「済んでしまうかもしれない」というところでしょうか。まじめに耐久性を追求すればガラスなんでしょうけど、電池交換さえできない製品が普通に買われているところをみると、顧客は購入時には耐久性にたいする価値にお金を払わないかもしれません。

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