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Editorial: Cortek Group Included in Rumored Sale of Nortel Network's HPOC Division
 
... We'll know the facts soon, but rumor has it Nortel is grooming its High Performance Optical Components Division (HPOC) for possible sale. That division includes one of the prime pioneers of tunable lasers, Coretek, which was born, bred, and is still thriving on compound semi technology. One online publication...
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The Action's in Dallas This Week @ NFOEC

September 16, 2002...NFOEC is underway all this week in Dallas, Texas in the Big Sky Country smack dab in the southwest center of the USA. If the lineup of presenters and exhibitors, and the number of press onsite is any indication, it looks like this week officially launches the official start of the Fall Show Season... and (hopefully) the official recovery of the broadband communications industry. Have a good show, everyone, and a great season with renewed spirits... and orders! For those unable to attend in person, we highly advise you visit virtually because NFOEC has a great website which makes virtual attendance easy. The address is easy to find. It's simply, "nfoec.com."

Filtronic Starts GaAs Ramp for M/A-COM's Major "Non-European" Customer

September 16, 2002...One month after announcing a consolidation of GaAs manufacturing from Filtronic's Silicon Valley facility in California USA to their headquarters facility in Newton Aycliffe in the UK, Filtronic plc appears to be bouncing back, fortified by a pact they signed last fall with M/A-COM. Filtronic announced that they have received those initial production orders from M/A-COM which are specifically for RF switches for cellular handsets for what the two have designated as "a major non-European OEM." The order is scheduled for manufacture over the next three months with further follow-on orders expected. According to Filtronic, the number of volume opportunities identified by the company in late July has doubled from four to eight, and they specified that "levels of production to meet demand from M/A-COM for very high volume OEM requirements are expected to grow substantially over the next 12 months." According to Filtronic, of the eight specific opportunities their strategic partner, M/A-COM, has identified, four are with non-telecommunication major OEMs and the orders are for the volume manufacture of switch product for Wireless Local Area Networks ('WLAN', 802.11a, b and g), and rollout is expected to start early in the first quarter of calendar year 2003. More details about Filtronic's 6 inch process and expected market opportunities are included in their company news release.

Bookham & Cierra Photonics Enter Into Teaming Arrangement

September 16, 2002...Two of the compound semi industry's optical component suppliers, Bookham Technology plc and Cierra Photonics, announced last week at ECOC 2002 that they have formed a two-part technology and commercial partnership to "bring the benefits of high integration-based functionality to WDM products, such as optical add/drop multiplexers (OADMs)." The partnership arrangement, which is slated to initially run for two years, allows both companies to jointly exploit the strengths of their respective and complementary optical-integration technologies to develop products and tailored solutions. From Bookham's side, they're contributing their ASOC design and manufacturing technology for fabricating integrated optical circuits on a silicon substrate, as well as their range of integrated GaAs and InP tunable lasers and modulators. Cierra Photonics brings to the partnership their range of thin-film filters, based on the company's waferscale integration Advanced Energetic Deposition (AED) technology. As part of the arrangement, Bookham will be the exclusive distributor of Cierra Photonics' complete range of optical channel filters in Europe, which the partners feel will complement Bookham's established ASOC technology based product lines. The partnership sees the integration of Bookham's ASOC EVOA and of Cierra's solla-Q as a unique and highly valuable combination for multiple applications including many OADM applications. "The world WDM market has evolved in the last year and is moving towards a much smaller number of suppliers who can offer a wider range of products and product capabilities to systems vendors. Combining the strengths of Bookham's and Cierra's integrated technologies will enable our partnership to address even more effectively the growing opportunity for OADM applications in the metro and access markets,'' said Steve Turley, Chief Commercial Officer for Bookham Technology.Company news release.

Sirenza Completes Acquisition of Xemod & Sets Sites on China

September 16, 2002...Sirenza , which last week completed its acquisition of fabless LDMOS tech leader, Xemod Incorporated, for $4.5 million in cash, (ref release) today announced that it has established a new customer support office in Shenzhen, in the People's Republic of China. "This new office will provide critical real-time applications engineering support to key OEM accounts throughout China," said Norm Hilgendorf, Sirenza's VP of Sales and Marketing. "We will provide support for our China customers' design engineering, manufacturing and operations from our new base of operations in China. Direct communications with our customers throughout this major communications equipment market will be greatly enhanced." The new PRC offices are located at the Pavilion Hotel Business Building, Room 2308, 4002 Huaqiang Road North, Fu Tian District, Shenzhen, China. Telephone: +86-755-82074046. E-mail: China-apps@sirenza.com. More details are included in Sirenza's news release.

TRW's Velocium Debuts 60 Gig Transceiver Chipset

September 16, 2002...Velocium, which TRW now promotes as their "telecommunication components business" (whereas we regard them as "InP and GaAs pioneer innovators"), today introduced a new chipset operating in the 55 to 64 GHz frequency range. The chipset is targeted at implementers looking for a full-band transceiver for high- capacity, short-haul wireless communications. The compact chip set (17 sq. mm total die area) supports various modulation schemes and can be used in simplex, half duplex, or full duplex mode. “There is tremendous interest in utilizing the 55-64 GHz portion of the RF spectrum because of its wide bandwidth propagation characteristics that allow high-density short-range links, and short wavelengths enabling very compact antenna structures,” said Frank Kropschot, Velocium’s COO. “The key to bringing 60 GHz-based products to the marketplace is a low-cost, repeatable means of producing the transceiver electronics. For that, we rely on TRW’s proven high-volume, high-reliability GaAs pHEMT process.” The parts are in stock in high volume, and pricing is $150 USD per chipset in quantities of 100,000 units. More details are included in Velocium's news release.

Mimix Broadband Launches High Linearity GaAs pHEMT MMIC Power Amps

September 16, 2002...Mimix Broadband of Houston, Texas USA has launched a line of GaAs MMIC power amps in a surface mount leadless chip carrier compatible with high volume surface mount technology (SMT) process. This particular Mimix SMT packaged two-stage amplifier is optimized for linear operation with a third order intercept point (IP3) of +36 dBm and a small signal gain of 18 dB. Using 0.15 micron gate length GaAs pHEMT device model technology, this chip covers the 17 to 24 GHz frequency band and has been specifically designed to provide excellent linearity for applications utilizing modulation levels up to 64QAM. The device also includes an on-chip temperature compensated, output power detector and provides excellent input/output return loss. Mimix sweetens the package with 100% on-wafer RF, DC and output power testing. "The XP1000P1 SMT packaged power amplifier has a broadband response that closely matches die performance with good thermal conductivity providing a reliable surface mount power amplifier," stated David Richardson, Director of Engineering of Mimix Broadband, Inc. "The SMT package permits assembly using standard SMT processes with no specialized die attach or wire bonding required, which leads to more rugged assembly for testing and tuning." Engineering samples are available in limited quantities from stock and production quantities are available within 8 weeks after order processing.Company news release.

Microsemi Introduces Advanced InGaP/GaAs HBT Power Amp

September 16, 2002...Microsemi's Integrated Product operations has introduced what it believes to be the most efficient two-stage broadband power amplifier for wireless local area network (WLAN) systems on the market today. Called the LX5503E, it's a new InGaP on GaAs two-stage HBT amplifier that targets 4.8-5.85GHz, medium-gain requirements found in the wireless LAN NIC cards and access points of IEEE 802.11a/b/g, HiperLAN2 and U-NII (FCC Unlicensed National Information Infrastructure) applications. In addition to supporting traditional 5.15 to 5.85GHz unlicensed frequency bands, the LX5503E amplifier extends its range to 4.8GHz, accommodating the recently proposed band allocation in Japan. "We developed this amplifier to address the low-power consumption needs for client card applications in the laptop computer market," said Paul Bibeau, Microsemi marketing VP. "Wireless LAN chipsets continue to be a bright spot for semiconductors," said James J. Peterson, Microsemi president and CEO. More details and industry prognostications are included in the Microsemi news release.

GCS Partners with Plextek

September 11, 2002...Compound semi industry foundry, Global Communication Semiconductors, Inc. (GCS) of Torrance, California USA has announced a partnership with a company named Plextek Ltd. of the UK that specializes in the design of compound semi-based ICs for the communications field. The alliance is billed as a new model for what the partners view as the "disintegration" of the traditional Integrated Device Manufacturer (IDM). From the UK side, Plextek has chosen GCS as a "foundry partner" to offer their customers designs based on GCS' InGaP and InP HBT processes, and from the USA side, GCS has chosen Plextek as a UK design resource to assist customers that need IC design services. "In this dynamic economic climate we continue to see the disintegration of the traditional IDM (Integrated Device Manufacturer) which has given birth to businesses that specialize and reduce the total costs to bring ICs to market" remarked Owen Wu, Founder and Chief Strategy Officer of GCS. "With the availability of state-of-the-art III-V compound semiconductor foundry services provided by GCS, coupled with Plextek's design consultancy expertise, 'fabless' companies can move quickly and cost effectively to address the expanding wireless and high-speed telecommunications markets." GCS and Plextek will offer complementary services to those customers requiring assistance in either design and/or fabrication of III-V compound semiconductor IC's. The two companies will have their websites linked and assist customers in engaging the other's services.Company news release

JDSU Offers Product Lines to Help Stressed Eyes

September 11, 2002...JDS Uniphase of Ottawa, Canada and San Jose, California USA has announced three new electro-optic test instruments that offer what the company feels are an economical solution for stressed eye testing as specified in IEEE 10 Gigabit Ethernet Standard 802.3ae. The measurement comprises controlling the extinction ratio (ER), the electrical bandwidth for ISI, AM interference, and timing jitter for receiver conformance testing. This low cost test solution for the new standard integrates includes three products: The OPTX10A Stressed Eye Generator, which is a versatile 1310 nm or 1550 nm reference transmitter supporting data rates of 10.71 Gb/s to 155 Mb/s; the OPTX10A which features an adjustable extinction ratio from 10 dB to 3 dB, selectable electrical signal paths (internal pass through and standard 4-poll Bessel Thomson, and external filter), and sinusoidal amplitude interference input; and the OPG10A Optical Pattern Generator and OED10A Optical Error Detector which are optical bit error rate testers (BERTs) that feature especially good sensitivity and overload performance. JDS Uniphase will be displaying these new products at upcoming broadband industry shows, including NFOEC next week in Dallas, Texas. Company news release

Anadigics pHEMT GaAs MMICs Headed for Medium Power Wireless Handsets

September 11, 2002...Wireless component supplier and stalwart compound semi industry pioneer, Anadigics Inc. of Warren, New Jersey USA has launched a new high linearity, multipurpose RF switch designed for medium power applications in wireless handsets. The component was developed using Anadigics' pHEMT (pseudomorphic electron mobility transistor) manufacturing capabilities and is called the AWS5518. It operates with low current on its control lines to ensure a longer battery-life for wireless devices, is a Single Pole Double Throw (SPDT) GaAs MMIC, and combines high isolation with a low insertion loss of 0.4dB, and a high linearity of 48dBm, to deliver especially low distortion and low power consumption. "According to Dr. Bami Bastani, President and CEO of Anadigics, "This latest addition underlines our mission to provide manufacturers with an armory of enabling solutions to drive forward future handset designs, further strengthening our position as the market's leading RF supplier." Adding to that, Dr. Ali Khatibzadeh, VP of Wireless Products noted, "The combination of Anadigics' six-inch GaAs technology and pHEMT capabilities enables us to lead the market by developing RF switches that meet the high performance requirements of next generation handsets. The AWS5518 provides handset manufacturers with a low-cost, reduced-size, high performance RF switch that is perfectly suited to medium power wireless applications." The devices are priced at only $0.45 in quantities of 10,000 units and samples of the device are now available. The devices are manufactured at the Company's state-of-the-art facility in New Jersey and are 100 percent RF tested before shipping. Company news release

Vitesse Rolls out More 10 Gig Transponder Products

September 11, 2002...Another mainstay compound semi industry pioneer, Vitesse Semiconductor of Camarillo, California USA, has moved even further into the silicon-rich broadband arena by announcing more products in its 10 Gb/s LR-2 long reach transponder product family. The latest are called the VIT5208 and VIT5150 which support the ability to tune transponders at 50 GHz channel spacing; utilize C- and L-band series of wavelengths; and reach longer distances without amplification or regeneration. The VIT5208 provides eight-channel tunability at 50 GHz channel spacing and the VIT5150 enables 10 Gb/s SONET and 10 GbE networks to span more than 100 km. The VIT5208 and VIT5150 combine new functionality with the industry-recognized features of Vitesse's entire family of transponders. These features include operating at a low power consumption of 9W (typical), the smallest form factor in their class (3.25" x 4.0" x 0.48"), and are geared for long reach applications (from 80 km to beyond 100 km). All Vitesse transponders meet C- and L-band ITU grid wavelengths and ensure standards compliance by incorporating all of the features required by the 300-pin MSA and Serial Optical Internetworking Forum (OIF-SFI4-01.0) specification. Company news release

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Commentary & Perspective...

Cortek Group Included in Rumored Sale of Nortel Network's HPOC Division

September 16, 2002...We'll know the facts soon, but rumor has it Nortel is grooming its High Performance Optical Components Division (HPOC) for possible sale. That division includes one of the prime pioneers of tunable lasers, Coretek, which was born, bred, and is still thriving on compound semi technology. One online publication that has paid special attention to the possible sale is LightReading (which handles such rumors especially well), so we refer you to their Sept. 13th coverage titled "Nortel Close to Components Sale" for the latest. LightReading's speculation, via their combined sources and usual super-sleuthing, is that the most likely buyers are Bookham Technology (see ancillary Bookham news, this issue) or one of the biggest of our mainstay compound semi suppliers, Sumitomo, and that the pricetag is currently estimated at around $50 million. As LightReading also pointed out, considering Nortel bought Coretek for $1.4 BILLION, that's yet another indication how rapidly valuation has eroded during this especially severe telecom downturn. Those attending NFOEC should be able to glean a bit more. If you hear any concrete facts before we do, let us know.

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