On a lot of new product...wonder if CREE will buy them if they try to pull out or will it be Lumileds. LSGC easy target...with 35% of LED replacement sales.
Lighting Science Group is a furnace that burns cash. Cree will be happy to sell them LEDs so long as the bills are paid. Cree will not buy LSGC.
You are right but Cree doesn't like seeing companies take away volume once they have it. You could buy lsgc cheap and immediately get 10M-15M light bulbs a year with some holding 40 LEDs each. That's a lot to walk away from.