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Gorham Technologies and CompoundSemi Online
presented the 10th international
Compound
Semi Industry Outlook
Convergence
Trends Shaping the CS Business Outlook for 2005
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Held
December 6-8, 2004 -- Dallas, Texas
Wow,
did you miss a great program!
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| 1:30- 5:00p |
Pre-Conference
Workshop -- Wide
Bandgap Business Opportunities
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-------- Conference
Registration Available, Monday 5-8p ---------
---------- Networking and Welcome Reception, 6-8p ----------
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Tuesday,
December 7, 2004
General Session Begins
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Module
1: Setting the Stage
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7:00a -
8:00a |
Registration and Continental Breakfast... Exhibits Open
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| 8:10a |
Convergence
101 -- What can "convergence" be applied to in our dynamic
market? |
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David
Reamer, VP of Strategic Marketing and Business Development
-- Veeco Instruments |
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We'll hear from last year's co-chair
with a look at our converging technologies, processes, standards
and markets and what they can tell us about the path of the compound
semi marketplace
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Each
presentation will conclude with audience-driven open discussion
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| 8:35a |
Converging
as an Industry -- Insights from the Conference Co-Chairs |
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Tom
Cordner, Executive VP, Office of the President -- TriQuint
Semiconductor
Bernd Schulte, Chief Operating Officer
-- AIXTRON |
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Business models often need to be evaluated
and reshaped to meet new expectations. We're here together to find
out how we've been doing in meeting the customers' expectations,
and what is expected in the years to come.
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| 9:20a |
The
Substrate Market Status |
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Mark
Furlong, Director of Sales & Marketing -- Wafer
Technology Ltd. |
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It always starts with a substrate,
and you'll hear the market stands, as well as how sizes and quality
continue to improve
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9:45a
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------------------------
Networking/Refreshment Break (30 minutes) -------------------------------
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Module
2: Wireless Sector
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| 10:15a |
Wireless
Sector
--
Analyst/Market Report |
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Asif
Anwar, Senior Analyst -- Strategy
Analytics |
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The handset and wireless markets continue
to play a massive influence on the plans of device and module manufacturers.
You'll hear a report card on how the industry has met the need and
the current projections and trends looking into 2005.
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| 10:45a |
Wireless
Sector -- Manufacturer's
Report |
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Kevin Anderson, Business Development Manager -- M/A-COM, a Division of Tyco Electronics
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The impact of converging technologies
on the wireless component manufacturer. Are there current advantages
to converging processes, as well as converging technologies? If
not now, when?
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Meeting
the Challenges of the Wireless Sector |
| 11:15a |
Moderator: Asif
Anwar -- Strategy
Analytics |
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In this vertical market discussion, the manufacturers
meet the supply chain to discuss the needs and opportunities
Participants will include representatives from
the supply chain: Substrates,
Epi, Foundry, Manufacturing
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Module
3: Solid-State Lighting Sector
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|
| 1:15p |
Worldwide
Roundup on Solid-State Lighting
-- A Market Report |
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Tom
Jory, VP Sales & Marketing -- eLite
Optoelectronics |
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With incredible manufacturing growth
in Taiwan, some companies have moved early to take a global approach
marrying design and manufacturing across the oceans. You'll get
a brief look at the global perspective on what's happening and where
things are headed from the perspective of a fabless business model.
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| 2:00p |
Meeting
the Challenges of the SSL Sector |
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Moderator: Tom
Jory -- eLite
Optoelectronics |
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In this vertical market discussion, the manufacturers
meet the supply chain to discuss the needs and opportunities
Participants will include
representatives from the supply chain: Substrates,
Epi, Foundry, Manufacturing
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2:45p
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------------------------
Networking/Refreshment Break (30 minutes) -------------------------------
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| 3:15p |
Converging
Challenges in High Power LEDs and Wide Bandgap Electronics |
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Ivan
Eliashevich, Program Director, GELcore
and Dir of R&D, Emcore Electronic
Materials & Devices |
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At an overview level, and from a unique perspective
inside "the two worlds of GaN", we'll hear about common
challenges and possibly converging solutions toward the biggest
hurdles common to high-power LEDs and GaN electronics, including
examination of:
-- Defect reduction and reliability
related to defect densities
-- Heat extraction from the device location and then out to the
ambient
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Module
4: Wide Bandgap Electronics
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| 3:45p |
GaN
Electronics -- Powerful Promises for Commercial Applications |
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Kevin Linthicum,
Vice President - GaN Materials & Co-Founder -- Nitronex
Warren Weeks -- Intrinsic
Semiconductor
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GaN-on-Silicon and GaN-on-Silicon
Carbide approaches provide two key options for the "power"
side of our market. What's the progress report? What are the next
breakthroughs? When do the market need and technology maturity
lines intersect?
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| 4:25p |
GaN
Electronics -- Powerful Promises for Defense Applications |
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Tom
Kazior -- Raytheon Integrated
Defense Systems |
|
In last year's GaN Electronics Workshop, we learned that the
capabilities and opportunities were certainly going to be
there, but that the market was still 18 to 36 months away. Are
we now 6 to 24 months from implementation? Key discussion
topics include the maturation of GaN as an enabling technology
for phased-array, RADAR and communications applications.
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| 5:00p |
-------- Session concludes... Reception starts at 5:30 ----------
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5:30p -
8:00p
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Evening
Networking Reception
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Wednesday
Morning, December 8
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|
| 7:00a - 8:00a |
7a
to 8a: Continental Breakfast... Exhibits Open
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Module
5: Optical Communications
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| 8:00a |
Fiber to The Premises - Opportunities in Telco’s Access Last Mile |
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Joe
Savage, Research Consultant, KMI
Research & President, Communications
Consulting Associates |
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The billion dollar battle to control the
last mile turns on business and technical challenges. What technical breakthroughs
can change the whole equation? What can happen to make full-bandwidth
cost effective? Who's market is this - Telco, Cable, ISP?
Topics to Include:
The case for fiber... who picks up the tab and
why?
Competing Broadband approaches
Component, Equipment and Service Provider opportunities
|
| 8:30a |
Optical
Communications Sector -- Analyst/Market
Report |
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Tom
Hausken, Director, Components Practice -- Strategies
Unlimited
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You'll hear a report card on how the industry
has met the need and the current projections and trends looking into 2005.
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| 9:00a |
Optical
Communications Sector -- Manufacturer's
Report |
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Lee
Johnson, VP of Marketing -- Emcore |
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Still a lot happening. How do you compete
in a market where the component ASP is 10% of what it was 5 years ago?
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9:30a
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------------------------
Networking/Refreshment Break (30minutes) -------------------------------
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| 10:00a |
Meeting
the Challenges of the
Optical
Communications Sector |
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Moderator: Tom
Hausken -- Strategies Unlimited
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In this vertical market discussion, the manufacturers
meet the supply chain to discuss the needs and opportunities
Participants will include
representatives from the supply chain: Substrates,
Epi, Foundry, Manufacturing
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Module
6: Emerging Technologies and Coming Waves
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| 10:30 |
Nanopatterning
-- Changing Lithography Paradigms |
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Mike
Watts , VP of Applications -- Molecular
Imprints, Inc. |
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Hear about nanopatterning's broad-reaching
impact on how nano devices, micro structures, optical components
and semiconductor devices will be manufactured in the future.
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| 11:15a |
Nanotechnology
Convergence in the Compounds -- What it Means for the Industry
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Tom
Hausken -- Strategies Unlimited |
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Nanotechnology has become a buzzword for raising funds and publishing
papers, but it is also the target of over $3 billion in government
financed R&D worldwide in 2004. The R&D funding is very real, but the
path to commercialization in compound semiconductors has been much less
clear. This talk will discuss the technologies, the near-term and more
speculative market opportunities, and some of the strategies that will
be needed to succeed to commercialize nanotechnology products using
compound semiconductors.
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| 12:00p |
Wrap
Up, Concluding Remarks, Remaining Questions, Interesting Dialogs |
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Wednesday,
December 17 - 12:30p
Conference Concludes
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Modules 1
Intro 2 Wireless 3 SSLighting 4
WBG Electr 5 Opto
Comm 6 Emerging
Technologies Workshop
Pre-Conference
Workshop
Monday, December 6 - 1:30p to 5:00p
Wide
Bandgap Business Opportunities
Workshop Coordinator: Keith Evans, Senior VP Business Development and CMO -- Crystal
IS
Contributors:
Craig Farley, President and CEO -- Canyon
Semiconductor
Laura Rea, Technology Development Leader, Sensor Materials Branch
-- U.S. Air Force Research Lab
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With
various technical workshops on Compound Semiconductor (CS) Wide
Bandgap (WBG) materials and devices behind us, as conducted
in conjunction with previous CS Outlook conferences, we now
look at which WBG related application sectors are already taking
off (solid state lighting, cell phone backlighting), which continue
to hold the future promise (optical storage, high power rf,
extreme environment electronics, and ultraviolet applications),
and which remain as R&D projects "waiting for their
time". Commercially viable CS materials and devices all
go through stages of exploration, evaluation, and eventual exploitation.
This WBG Biz Opps Workshop will assess where the various WBG
compounds (GaN, AlN, SiC, etc.) are in development, who's making
them, who's backing them, who's buying them, and who and what
are waiting in the wings. Coordinated by industry veteran Keith
Evans and contributors Craig Farley and DoD veteran Laura Rea,
this year's WBG Business Opportunities Workshop will objectively
enlighten attendees on the myths versus realities that will
help everyone be ready for the ramps... if and when they come. |
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(Requires
separate admission fee)
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Compound Semi Industry
Outlook
Join the consummate insiders meet to review 2004 and find
out where the industry is heading,
and where the opportunities lie for 2005.
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