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Editorial: Blue still shines in LED and compound semiconductor industries
 
... Some conferences are about the number of leads, some are about the exhibitions attached to them and a few are about something even more valuable... real networking. Whether an industry is up, soft or in the dumpster, those are the events you simply can not afford to miss. The...
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Blue 2009 Conference Promises World Class LED Industry Networking
LIGHTimes Staff

June 1, 2009...The 7th annual installment of CompoundSemi Online/Solid State Lighting Net’s "Blue" LED supply chain business-technology conference is promising some top-notch speakers for this year's event. Slated for June 8-9 in Hsinchu, Taiwan, headline talks this year include a keynote market address by Strategies Unlimited's Dr. Robert Steele, a "pioneer perspective" by Philips Lumileds' CTO George Craford, and a new material/production capacity report offered by Canaccord Adams’ Jed Dorsheimer. The Blue 2009 keynote talk will be offered by Norbert Hiller, VP & GM of LED Components for Cree. Cree's President, Chuck Swoboda, delivered a much-discussed keynote speech at the 2004 edition of Blue, in which he accurately predicted Taiwan’s 2005/2006 LED industry consolidation. Mr. Hiller will reportedly tackle a 5 year retrospective, and provide some insights and predictions for the next 5. Information, agenda and registration are online at www.BlueTaiwan.com.

SolFocus CPV Modules First to Receive IEC Certification
CompoundSemi News Staff

June 1, 2009...SolFocus, a developer of concentrator photovoltaic (CPV) systems based in Mountain View, California USA, announced that its SF-1000P module is the first CPV product to the International Electrotechnical Commission (IEC) 62108 standard. The IEC is a leading standards organization that prepares and publishes its rigorous performance, quality, and safety standards for electrical and electronic technologies. The IEC reportedly created the 62108 standard for photovoltaic concentrators and receivers to verify the safety, photoelectric performance and environmental reliability of panels designed with CPV technology and ensure that they were ready to be introduced to the emerging marketplace. The standard was designed to be universal, taking into account different environments and manufacturing technologies across geographies.

"The real-world testing conducted for the IEC CPV standard proves that SolFocus systems meet both the performance, qualification, and reliability criteria, critical in bringing CPV to a truly global scale," said Mark Crowley, president and chief executive officer of SolFocus. "We have already proven that CPV can yield nearly twice the efficiency of traditional PV systems, but meeting the IEC's rigorous CPV requirements proves that SolFocus systems can perform consistently across a variety of climates and environments. This validation sends a message to developers, investors and customers that CPV is on track to global commercialization." SolFocus News Release. SolFocus' SF1100 modules previously were the first modules approved by the California Energy Commission (CEC) to be placed on the Eligible California Solar Initiative (CSI) Solar Electric Equipment List. (Ref: coverage).

Skyworks Enables Two New Samsung Touch Screen Mobile Phones
CompoundSemi News Staff

June 1, 2009...Skyworks Solutions EDGE front-end is powering yet another handset. It is now in Samsung's S5230 touch-screen mobile phone handset. The device is reportedly one several new touchscreen models being offered in European markets. Skyworks reports that its front-end also supports the Samsung 3310, a thin quad band GSM/EDGE candy bar mobile phone capable of global roaming.

Measuring a mere 11.9 millimeters (mm) thick, the S5230 has a three inch auto-rotating touch screen containing Samsung’s patented TouchWiz user interface, that reportedly simplifies data and text entry with finger-swipe navigation. The handset also contains a QWERTY keyboard, and comes with a built-in 3.0 megapixel (MP) camera that can record quarter video graphics array (QVGA) resolution video at 15 frames per second. The S3310 has a 2.1 inch thin film transistor (TFT) QVGA resolution display with 16 million colors. It also has a 2.0 MP camera that provides up to 30 frames per second of video recording capabilities.

“Skyworks is delighted to support Samsung as it enhances its position as a leading player in the hugely popular touch screen mobile market,” said Liam K. Griffin, Skyworks’ senior vice president of sales and marketing. “We look forward to further strengthening our partnership with Samsung as they add to their portfolio of innovative platforms that combine all essential multimedia functionality into a single device.” Skyworks News Release

IBM and Bulgarian Government in Nanoscience Partnership
CompoundSemi News Staff

May 27, 2009...IBM and the Bulgarian Government have reportedly signed an agreement to cooperate on nanoscience research. IBM and the Bulgarian government signed a separate agreement to create and run Bulgaria's first nanotechnology center. The agreement also aims to encourage industry, universities and the Bulgarian Academy of Science to work together in the emerging field of nanoscience. The government’s three-year program hopes to create different nanoproducts, micromachines, and microsystems.

To enable the computing-intensive projects, the new 500 sq. meter laboratory facility will draw on IBM's Blue Gene - the most powerful Bulgarian supercomputer, owned by Bulgarian State Agency for Information Technology and Communications. Once the center is created, the Bulgarian government intends to conduct applied research in: Micro and nanofluidics, nanosystems for electronics and sensing, and nanomaterials.

"Bulgaria's important step into the world of nanoscience creates a global opportunity for the country and the region," said Marcelo Lema, General Manager, IBM Central and Eastern Europe. “IBM has been a leader in nanoscale science for many years and our participation in this project will support the accelerated success of the Bulgarian Nanotechnology Center. We see this type of collaboration as an emerging model for future industry-academic partnerships." IBM News Release

Spire Receives U.S. Patent for Nanophotovoltaic Devices
CompoundSemi News Staff

May 27, 2009...Spire Corporation, a provider of turnkey solar factories, reports that it has been granted a patent for silicon or gallium arsenide photovoltaic devices ranging in size from 50 nm to about 5 microns. The patent covers the design of the tiny solar cells and the method of their fabrication. The patent describes one of several possible applications which is to inject nanophotovoltaic devices into diseased tissue, e.g., cancerous tissue. Penetrating light activates these cells. In theory this would generating an electric fields in the tissue, causing a disruption of the cancerous cells.

“This is an extension of our solar energy technology into biotherapeutics. Functionalized nanophotovoltaic devices can go to cancerous cells in the body and when exposed to tissue penetrating light, may provide sufficient electrical energy to destroy the cells. We are continuing to exploit this technology in our research and development activities,” Roger G. Little, Chairman and CEO of Spire Corporations, and co-inventor, said. Company News Release

Strategies Unlimited Predicts Increasing Demand for Advanced Substrates for GaN Devices
CompoundSemi News Staff

May 26, 2009...Market research firm, Strategies Unlimited, says that availability of high quality sapphire and silicon carbide substrates enabled the growth of the gallium nitride device market over the past 15 years. However, the company predicts that increasing demand for blue-violet laser diodes, UV LEDs, and high power, high frequency devices will need a greater volume of advanced substrates such as gallium nitride and aluminum nitride. The company contends that such advanced substrates are necessary to offer lattice matching and the right thermal characteristics, to enable high performance and a high yield. At the same time, Strategies unlimited forecasts that demand for higher device manufacturing throughput and lower costs will prompt manufacturers to increase the diameters of sapphire and SiC diameters from two inches to three and four inches, and ultimately to six inches.

The company points out that the effort to develop advanced substrates with improved performance and better properties is worldwide in scope and includes 80 companies and 65 universities and research centers. Strategies Unlimited predicts that based on the forecast demand for high-brightness LEDs, blue-violet laser diodes, and high-power, high-frequency electronic devices, the worldwide merchant market (excluding captive producers such as Cree) for substrates for gallium nitride devices will to grow from $280 million in 2008 to $470 million in 2013. Advanced substrates are to increase their portion of the market to 40 percent in 2013. These predictions and forecasts are in the company's new report entitled Substrates for GaN-Based Devices: Performance Comparisons and Market Assessment 2009 . Strategies Unlimited News Release

Emcore Corporation to Continue Supplying Space Systems/Loral with Multi-Junction Solar Cells
CompoundSemi News Staff

May 26, 2009...Emcore Corporation of Albuquerque, New Mexico USA reports that its Photovoltaics Division has been awarded a long-term contract to manufacture and deliver multi-junction solar cells for spacecraft projects of Space Systems/Loral. The contract, which runs from 2009 through 2014, states that the radiation hardened solar cells will be produced at Emcore's manufacturing facilities located in Albuquerque, New Mexico.

Christopher Larocca, executive vice president and general manager of Emcore's Solar Photovoltaics Division, stated, "We have been supplying Space Systems/Loral with solar cells for more than 10 years, and we are delighted and grateful to continue this relationship for the foreseeable future." Mr. Larocca continued, "Our proven manufacturing capability, technology leadership and unsurpassed reliability providing solar cells and panels to the space industry make Emcore the supplier of choice for demanding spacecraft power systems. We look forward to working with Space Systems/Loral to power their satellite missions for many years to come." "Satellite manufacturers and solar array integrators continue to rely on Emcore as an independent supply source that meets all of their satellite power needs," added Dr. Hong Hou, President and CEO of Emcore. Emcore News Release

Aixtron Gets Biggest Order Ever from China; Receives Second Order for Planetary Reactor System from INER
CompoundSemi News Staff

May 26, 2009...Aixtron of Aachen, Germany reports that it has received its largest single order ever order for its MOCVD tools from China from a company called Hualei Optoelectronic Ltd. Hualei Optoelectronic has reportedly ordered multiple of Aixtron's Crius MOCVD systems for production of high brightness LEDs. In other Aixtron News, the Institute of Nuclear Energy Research (INER) ordered Aixtron's AIX 2800G4 Planetary Reactor system for the production of germanium/ III-V solar cells that will be utilized in solar concentrator systems. Aixtron says that the systems ordered by Hualei Optoelectronic will be shipped between Q2/09 through Q4/09. Part of this order has been recorded as order intake in Q1/2009.

Hualei Optoelectronic president Daqing He commented, "Entering [the] high brightness LED business is our strategic target for which we have decided to work closely with Aixtron, as the strongest partner, to enable Hualei achieving our goals quickly and efficiently. "We will exploit the technical expertise of international partners targeting a fast entry into the LED market in order to be ready for the market upturn. This, coupled with the strong reputation of the professional and responsive service we will receive from the local Aixtron team will guarantee our success." Aixtron News Release.

Aixtron notes that the Planetary Reactor system which INER ordered will be in the 15x4 configuration with the option to use wafers that are up to 8-inches in diameter. Aixtron News Release

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Commentary & Perspective...

Blue still shines in LED and compound semiconductor industries
Tom Griffiths - Publisher

May 27, 2009...Some conferences are about the number of leads, some are about the exhibitions attached to them and a few are about something even more valuable... real networking. Whether an industry is up, soft or in the dumpster, those are the events you simply can not afford to miss. The consolation if you do happen to miss those few, real networking events, is that your competition will probably put you on their "thank you" list for next year's New Year's cards.

By "real" networking, I mean making or renewing one or two key connections that make an important difference in your business for the next year. That usually doesn't mean "getting one big sale", but rather "knowing where to look for the sales" as a result of that one connection or nugget you hear in a top-level presentation. I was on an airport shuttle bus in Seoul, Korea last week, and overheard two gentlemen having just that discussion. It sounded like they were involved in the medical relief field, working across the globe to make life a little better somewhere that it's a bit hard right now. The "money quote" I overheard was, in effect, "We have a few of these conferences each year, and while some of the talks are helpful, its really about that one person I meet that makes it worthwhile. If I hadn't come to the last one, I wouldn't have met you and there would have been no way we could have kicked off the whole India initiative that is making such a difference." By "making a difference" in their case, I am sure that more than one life was saved and more than one child was given a second chance to become who they are supposed to be. That's what an industry networking event is about.

The "Blue" conferences in Hsinchu, Taiwan (this year's version being Blue 2009, happening June 8-9) are exactly that kind of real networking event. You make or renew an important contact, and it makes a difference in lives of people you will never know. While the LED, solid state lighting and compound semi industries don't send relief workers to impoverished nations, they certainly enable those workers to be there. The opto-communications revolution not only provided massive streamlining and improvements in telecom and networking systems, but it also fueled material improvements and process cost-reductions that bled over to the LED industry. In 2002/2003, that manifested itself in the first commercial blue LEDs, and with blue added to red and green, the triumvirate was complete and the LED revolution was off and running. Blue and white keypad illumination drove prices down allowing more robust LED-based backlighting, giving our personal electronics better reliability and a longer run-time between charges. LEDs made it into camera flashes and flashlights (or "torches") to increase reliability and battery life. Have some lives been saved by being able to grab a flashlight that still shines brightly despite many, many hours of run time, or that didn't suffer a failure when dropped at exactly the wrong time? I'd venture to say so. As LEDs have moved into computer display backlighting, does it seem likely that the enhanced color gamut has helped improve the accuracy or immediacy of a diagnosis that made a difference to at least one patient? Seems a fair guess that it has. Traffic signal lights used to run on incandescent bulbs that died all at once, suddenly, and regularly. We have all seen the aftermath of a car running a red light (or what was supposed to be a red light) in our driver's education class.

And then comes general lighting. Have LEDs made a difference yet? I tend to think not much more than a blip compared to what they will as light comes to places and does things it really hasn't before. As a result of work by organizations like Light Up the World, someone did not have to make a choice today between using their limited amount of kerosene for cooking or lighting their hut. A young man or woman with a big destiny will be able to read a book this night, somewhere in the world, and it wouldn't have been possible if an LED light hadn't been connected to a battery that had been charged by the sun. We will continue to hear increasingly about medical procedures being made more effective by the quality of light that an LED offered. An Alzheimer's patient will be granted a few more years to see, and remember, their grandchild's most extraordinary year due to light therapy that only an LED-based system could provide. A searcher will stumble and drop the only flashlight bright enough to spot the injured hiker, but it won't break. A life will be saved, and another and another. Less energy will be needed to light our homes and offices, freeing up economic resources that otherwise would not have been able to improve the quality of someone's life. Another piece of the puzzle that leads to "the key" falls into place, because someone met someone at the right kind of real networking conference.

True to its 7-year track record, the Blue 2009 agenda this year is featuring industry heavyweights that have information and thought processes that anyone involved with the business of LEDs and LED production needs to know. Dr. Robert Steele of Strategies Unlimited, will provide a mid-year update on the state of the market, so you know where to look for business, and why. Canaccord Adam's Jed Dorsheimer will share a brand new study on worldwide GaN/InGaN chip capacity as a percentage of demand by application, while Dr. George Craford of Philips Lumileds will share "pioneer perspectives" that can only come from someone who was there while an industry was being born from a simple, glowing diode. We'll also be hearing a keynote talk from Norbert Hiller, VP & GM of Cree's LED Components, on how far the industry has come, and how far it yet has to go to realize it's potential for making a difference. If you provide materials or equipment to the LED industry, you need to be there. If you fabricate or package LEDs, you definitely need to be there. If you want to make sure you're doing everything you need to to position yourself and your company to make that difference, well... you know the answer.

If you have news or views to share about the compound semiconductor, LED or solid state lighting industries
contact our Publisher, Tom Griffiths
His direct tel in Austin is +1-512-257-9888

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