CategoryRank — AI is becoming the new category layer
AI Memory Verdict · Distributor lens · 2026-W19
OEMBrokerDistributorAggregator

AI consolidated + supply thin → hedge

HEDGEHOLDAI ≈ OEM language· cos 0.85partial · missing DIST/AGG/SEARCH
▸ Panel signature · what AI saw, what we compared against
AI: 2 textsOEM: 1DIST: 0AGG: 0SEARCH: 0
cohort disagreement: 26.2%
1024-dimensional centroid embeddings · all numbers reproducible from methodology

Distributor action: fragility in supply but distribution narrative intact · hold position.

leds· level 2· tier B· leaf· 40,000 SKUs measured· 27 observations · 3 vantagesavailable

Where you rank in LEDs

5 brands · 2026-W19

For each brand AI associates with this category, we record the rank (by AI-claim count) and which reference frame AI uses when talking about the brand. When the brand ahead of you appears in a different column than your marketing speaks, that's the campaign brief.

Category leaderboard · top 3
#1
vishay.com
AI ≈ OEM
n=2
#1
yageo.com
AI ≈ OEM
n=2
#3
lumileds.com
AI ≈ OEM
n=2

AI ≈ OEM

5 brands

AI talks about these brands in OEM-side terms.slug cos 0.85

  • #1
    vishay.com
    n=2
    2/4 vantages
  • #1
    yageo.com
    n=2
    2/4 vantages
  • #4
    walsin.com
    n=1
    1/4 vantages
  • #3
    lumileds.com
    n=2
    1/4 vantages
  • #4
    mrcy.com
    n=1
    1/4 vantages

AI ≈ DIST

0 brands

AI talks about these brands in distributor-catalog terms.

No brand AI-anchored to this frame for this category.

AI ≈ AGG

0 brands

AI talks about these brands in aggregator-discovery terms.

No brand AI-anchored to this frame for this category.

AI ≈ SEARCH

0 brands

AI talks about these brands in buyer-search terms.

No brand AI-anchored to this frame for this category.
rank = AI-claim count desc within the category · top 6 brands per reference frame · week 2026-W19
Buyer-search vocabulary · week 2026-W19
source · Google Keyword Planner data

What buyers actually search for — LEDs

AI's vocabulary for this category does not currently match buyer-search. These are the buyer queries — the language AI is not yet echoing.

buyer querymonthly searchescompetition
led lights165KHIGH
green lighting165KLOW
light bulbs135KMEDIUM
govee light135KHIGH
leds91KLOW
led light bulbs91KHIGH
led lightbulb91KHIGH
cfls91KLOW
lighting stores near me74KHIGH
e26 bulb74KHIGH
ranked desc by monthly searches · seed term dropped (always #1, uninteresting) · top 10 of 10 pulled · total monthly volume shown: 1.11M
peak: led lights @ 165K searches/month · methodology and full caveats at /methodology
What you unlock

LEDs — paid-tier surface

🔒 paid tier
◧24 brands competing here
Per-brand convergence scores, vantage coverage, full sourcing-card drill-down per brand.
◳693 manufacturing facilities · 59 brands · 23 countries
Geographic concentration, top brands by facility count, facility-type mix, supply-risk story.
◤Live week-over-week trajectory
Fragmentation direction, channel-pull attribution, drift narratives.
Anonymous visitors and crawlers see this preview. Sign in or subscribe to unlock the leds data layer.
Sign in
Public preview · counts only · no brand names, scores, or specific facility data shown
New surface · paid tier
See LEDs as a physics field.
Each of the 24 brands competing here becomes a particle, pulled toward the vantages that observed it. The shape of the cloud is the shape of fragmentation.
Open field view →
substrate · 21 weeks · 26.4M AI observations · 35,746 brands · 2025-W51 → 2026-W20
this page · 2026-W19 · numbers reproducible from our weekly substrate (methodology)
per-(brand × vantage × form) aggregation, top-form share within (brand × vantage) cells; divergence classified at category level using a 1024-dimensional embedding centroid.