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Commentary: Strategies' Asia HB-LED Market Buildup Report's an Eye-Opener
 
... Those attending the Strategies in Light conference in February received a personal preview of the latest numbers quantifying the remarkable buildup of HB-LED production in Taiwan, Korea and China (which we covered on February 8th) and as follow-up, Strategies Unlimited of Mountain View, California USA, a market research arm...
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Osram Opto's HB-LEDs Head Up BMWs Displays

March 3, 2004...The sleek new BMW 5 Series of automobiles will, for the first time, be lit by a HB-LED light source as powerful as the car itself. As part of the driver information system that Siemens VDO Automotive is supplying to the new BMW, these advanced Osram LEDs provide bright directional light that can be dimmed without changing the color. Called a head-up display, the most important property of the LED light source is its high luminance of more than 500,000 cd/m². Its total of 128 very bright red and green LED chips have been produced and the two prime colors are used to produce the typical orange color used for all the dashboard indicators. The chips are arranged in groups of four in a matrix of 32 chip modules, an arrangement which then provides particularly uniform illumination for the TFT display and the matrix is attached to an aluminum heat sink and comes with a casing and flexible cable connector. Measuring just 58 x 26 mm, the complete LED module takes up much less space than conventional lighting solutions and is particularly economical with precious energy resources. The head-up display appears to float over the bonnet of the car and presents drivers with important data such as current speed, warnings and navigation information so drivers no longer have to take their eyes off the road. This optical effect is created by using four mirrors to direct the image from the TFT display onto the specially adapted windscreen. The display can be programmed and is easy to read day or night in all conditions thanks to an ambient light sensor from Osram which automatically adjusts the brightness according to ambient conditions and the color of the display does not change because the color location remains the same at all brightness levels.

Color Kinetics Lights Super Millionaire Show

March 3, 2004...Nothing like a new "super millionaire" show to lift the spirits of all those who are still unemployeed in the USA. The new hit television show is uniquely lit by our very own HB-LEDs as cleverly integrated and displayed by Color Kinetics of Boston, Massachusetts USA. The set of Super Millionaire, hosted by Regis Philbin, features cutting-edge effects enabled by Color Kinetics' intelligent LED illumination technology. "The Super Millionaire set was designed to reflect the show's bigger, bolder premise while staying true to the familiar look and feel of the the original show, Who Wants to Be a Millionaire," said Deke Hazirjian, owner and president of New York City Lites, which managed the entire project from lighting design, to installation, to control during taping. According to lighting designer Chuck Noble, "With just days to conceptualize, design, and bring the set to life, Color Kinetics' LED-based systems enabled our vision through sophisticated control and tremendous creative flexibility - allowing us to add an element of movement that translates well on camera and matches the higher intensity of the game." Details on what's involved in the lighting project and how it works, are included in the company news release.

Colibrys Teams with Bookham on MEMS for Optical Attenuation Project

March 3, 2004...Bookham Technology of London, England and Colibrys SA of Neuchatel, Switzerland are teaming on a MEMS project to create and implement variable optical attenuator modules. Bookham is designing three-dimensional MEMS structures with micro-shutters to produce optical attenuation with analog control and has designed them as generic building blocks to commercialize the technique as a means of readily integrating them into modules such as dynamic transmitters and receivers. Colibrys has established innovative approaches to the fabrication of a MEMS die that embodies the Bookham designs. In this successful collaboration, a dedicated snap-apart method is deployed for MEMS-wafer dicing as a necessary replacement for standard semiconductor dicing strategies that prove to be unsuitable for these categories of MEMS devices. The approach delivers high-yield separation (singulation) of MEMS chips in a manner compatible with standard pick-and-place semiconductor equipment and ensures maximum reliability by avoiding particulate generation. Details are in the company new release.

Anadigics Introduces CDMA InGaP HBTs

March 3, 2004...Anadigics of Warren, New Jersey USA introduced a new family of wideband CDMA InGaP HBT power amplifier modules at 3GSM World Congress. The new WCDMA PA modules are used in QUALCOMM's Surf 6250 which supports WCDMA-IMT or WCDMA-PCS and GSM quad-band operation using Anadigics' AWT6252, AWT6251, and AWT6108 respectively. The new PAs provide 40% power added efficiency in high power mode at 27.5 dBm and 20% efficiency in low power mode at 16 dBm, for the highest possible handset talk and idle times. The AWT6251, AWT6252, and CHP2299 WCDMA power amplifiers are priced at $2.95 in quantities of 10,000 units. Samples are now available and technical details are included in the company news release.

Intense Headcount Rising

March 3, 2004...Optoelectronic chip maker Intense Photonics of Glasgow, Scotland appears to be doing better than most in the opto sector and has announced that its headcount is up by 30% and rising, and that they are expanding their facilities at its UK semiconductor fabrication plant to handle demand from new markets. According to Intense, the initial focus on the telecommunications sector has now broadened, with printing and defense markets now featuring heavily in this young company's order book. To meet this demand, the company has grown headcount from 50 in late 2003 to 65 today, and expects the trend to continue throughout 2004, with most additions in engineering and production technician roles. It has also added some 500m2 of office space with a new mezzanine floor, and extended cleanroom facilities for wafer fabrication, test and packaging by around 25%. "Optical integrated circuits are a platform for progress for many industry sectors, not just telecoms, and our broader focus is opening up significant new markets for our core technology", says Intense CEO David Lockwood. Telecoms remains a focus for Intense, and they have seen a "pronounced interest" in tunable optics. Details of what they bring to this market area (and how it competes with InP) are included in the Company news release

HDTV Finally Catching On in Europe

March 3, 2004...According to market research firm, Strategy Analytics of London, England the long-awaited High Definition television (HDTV) market is finally becoming a reality. At least in Europe. In a recent report, SA reports that by 2008 the HDTV market will reach 2.6 million European homes. According to the latest estimates from Strategy Analytics, Europeans bought 70,000 HDTV displays in 2003, and demand is growing rapidly as consumers buy the latest LCD and plasma flat panel displays. By 2008 the analysts predict that 17.4 million homes will have HD-capable TV sets; 2.6 million of these homes will have bought set-top boxes to receive HD broadcasts. Europe's first HDTV broadcaster, Euro1080, has just launched a satellite-based service offering a carousel of four hours of programming per day. Other broadcasters are known to be examining the opportunity, but have made no commitments as yet. In spite of this, Strategy Analytics believes that the beginning of mainstream HD programming in 2006 will drive a further wave of adoption. "Europeans are now watching their US rivals with some degree of envy," notes David Mercer, Principal Analyst at Strategy Analytics. "In spite of the difficulties the Americans have faced in launching HDTV, demand there is now growing steadily. Europe realizes it cannot afford to be left behind." This report identifies the challenges and opportunities that lie ahead for the European HDTV industry. It recommends that industry players such as manufacturers, programmers and broadcasters establish a European HDTV forum to coordinate standards and avoid unnecessary market fragmentation. Company news release

Veeco Calls for Nominations for Annual MBE Innovator Awards

March 1, 2004...Here Ye! Here Ye! The time has come again for nominations for the annual award for MBE Innovator of the Year. The call comes out from Veeco Inc., MBE operation in St. Paul, Minnesota USA who is again co-sponsoring the awards in conjunction with both the North American Molecular Beam Epitaxy (NAMBE) and the International MBE organizations. The award, initiated to recognize those individuals whose innovations have significantly advanced the field of MBE, consists of a $3,000 honorarium and a very cool plaque. Nominations for this year’s two awards are open from any universities, government organizations or commercial companies worldwide and the nominees must have shown innovation in advancing MBE technology in one or more of the following categories: 1) materials research, 2) device development, 3) device commercialization, or 4) equipment development. NAMBE and International MBE officials will select each organization’s winner. Nomination forms for the award and complete details can be found at www.mbe2004.org for the International MBE meeting, and at www.nambe.info for the NAMBE meeting.

MBE is a critical enabling technology for compound semiconductor devices in the telecom, wireless and lighting markets,” said Marlin Braun, VP and General Manager, Veeco MBE Operations. “We’re pleased to again co-sponsor these awards to acknowledge those who have contributed to MBE’s success to date, and to spur innovations that further expand MBE’s usage around the world.” And we're pleased that Veeco is again helping underwrite and popularize this award. Veeco's MBE arm has always been a strong supporter of the compound semi industry, and now with the addition of their TurboDisc division in Somerset, New Jersey, their contributions to the MOCVD side of the industry provides this outstanding company even more visibility. Veeco is our prime sponsor (diamond) for CompoundSemi Online's Blue 2004 meet in Taiwan in May. Additional information on the MBE awards is on the Veeco company news release.

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Commentary & Perspective...

Strategies' Asia HB-LED Market Buildup Report's an Eye-Opener

March 3, 2004...Those attending the Strategies in Light conference in February received a personal preview of the latest numbers quantifying the remarkable buildup of HB-LED production in Taiwan, Korea and China (which we covered on February 8th) and as follow-up, Strategies Unlimited of Mountain View, California USA, a market research arm of PennWell Publishing, has just released more details of what you can find in their eye-opening new study. The 270-page report is titled: Asian Producers of High-Brightness LEDs (Taiwan, South Korea, China) and provides a detailed accounting of HB LED activity in Asia. The report was compiled by Strategies' ace market analyst, Bob Steele, and our own Bob Walker, co-chair of our upcoming Blue 2004 conference slated for this coming May in Taiwan. Both Bob Steele and Bob Walker will be speaking at Blue 2004, providing even more introspection into the phenomenal growth in this remarkable field.

Here are the facts and official numbers (which you can see scrolling over CompoundSemi.com promoting Blue 2004). We quote directly from Strategies' company news release: The non-Japan region of Asia, including Taiwan, South Korea and China, has now become the world's largest volume producer of high-brightness LEDs (HB LEDs). Based on commercial MOCVD production systems, 23 companies in the region produced the equivalent of 13.4 billion red-orange-yellow (InGaAlP-based) LED chips and 3.4 billion blue and green (GaN-based) LED chips in 2003, representing 80% and 40% of the world totals, respectively.

The total regional revenue for merchant epitaxial wafers and chips amounted to $403 million in 2003. Taiwan has long been the leader for HB LED production in the region, but South Korea has also become a significant producer in recent years, and in 2003 mainland China began ramping up its production capacity and sales. Driven by growing demand for blue LEDs for backlighting mobile phone keypads, the production of GaN-based blue LEDs chips was the dominant growth factor in the region in 2003. (Now you can see why we decided to hold Blue 2004 in Taiwan!) Although the vast majority of chips produced to date have been of low-to-medium performance levels, technology and performance are steadily improving, and several Asian producers are beginning to target the higher-performance HB LED markets now served by top-tier suppliers such as Nichia, Cree, Toyoda Gosei, Osram and Lumileds.

The report includes in-depth information on epitaxial wafer and chip production capacities, production and shipment levels, revenues, markets, pricing, vendor market shares, product and technology trends, and history for each of the 23 companies, and this information is aggregated for each country and for the region. Asian Producers of High-Brightness LEDs (Taiwan, South Korea, China) is available for immediate delivery from Strategies Unlimited for $3,750 and can be ordered by contacting Tim Carli, Sales Manager, at +1 650 941-3438 ext. 23, or by e-mail at tcarli@strategies-u.com.

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