Hi Simon. I have seen enough for me to safely say that usage is up without it being hyperbole or speculation. First, retail outlets saying so. Second, Hamilton not able to keep up with demand. Third, just what I have seen with my own eyes in our town and on our local forum. Any one of these on their own could leave room for debate and wonder, but with all three, this is enough for me.
I really think that we need to separate applications where cut-spectrum can work from applications where it cannot. In a factory, warehouse on on the street, a very narrow spectrum will do just fine and you can save some watts. In a full-spectrum application, there is no savings if you supply all of the spectrum (and still none if you have excess in some areas) - you have to make cuts to save energy. Dell Aquila did a really good job of explaining this in his video, but many of us noticed it already.
Selfishly, I wish that there was still a max MH and T5 exodus where I could go to the local forum or CraigsList and pick up m80 ballasts and Giesemann or Sfilogi fixtures for less than $100. Those days are long gone and demand is up. I guess that this could be a fourth indicator to consider.
I have said this before a million times, so my apologies, but good growth is not enough for me... I want absolute best color too. I would not be happy watching a PearlBerry look better under MH than it did under the Kessil(?)... but I totally get that people do not care.