@bentas74 are you referring to OHM or bulbs? If Bulbs, I agree the market is growing for now. The questions is when will the price start to drop, dramatically as more and more products enter market and will Lifx/BUD have sufficient market share to sustain a business if these bulbs 1/2 in price or worse? I think someone posted a revenue downgrade by Philips in 2019 due to price erosion?
This is an interesting article
https://www.moneycontrol.com/news/business/earnings/price-erosion-in-led-heres-how-it-can-impact-consumer-durable-majors-2928671.html
Conference/Tweets/Presentations/News, page-755
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