Technology >> Analyst Interviews >> October 1, 2014
LED Expected to Grow Share of Lighting Industry
Jed Dorsheimer serves as a Senior Equity Analyst at Canaccord Genuity Corp. By leveraging his knowledge of compound semiconductors and device physics, Mr. Dorsheimer has differentiated his research from the Street by identifying emerging trends such as solid-state lighting. Through bottom-up analysis and tireless market diligence, Mr. Dorsheimer has built a franchise known for fundamental research and credited with identifying key companies that show the greatest promise of maintaining or disrupting incumbent technologies. Mr. Dorsheimer is credited with authoring some of the leading research in the sector, co-chairing and presenting at several leading events around the world. In 2014, Lux Magazine ranked him the fifth most influential person in the lighting industry. Mr. Dorsheimer has served as adviser to the William J. Clinton Foundation's Climate Initiative and has consulted with most of the industry's leading companies. The Wall Street Journal ranked him number one for stock picking performance in 2011 — electronics and electrical equipment — following his number two performance for 2009. Profile
TWST: Is LED lighting the biggest issue in your coverage right now?
Mr. Dorsheimer: Yes. I started focusing on LEDs 14 years ago, before anyone knew what the acronym meant, and people