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April 21, 2004
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Editorial: Interesting White LED Patent Included in Cree's Acquisition of ATMI's GaN Operation and IP
 
... Who knows how far-reaching this will prove to be... but if you're involved in blue spectrum LEDs, you might want to research US Patent # 6,600,175 titled Solid state white light emitter and display using same. You can view the full text online, courtesy of the USA government. The...
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RF Micro Devices Reorganizes into Three Biz Units

April 21, 2004...RF Micro Devices of Greensboro, North Carolina USA has enjoyed exceptional success despite the downturn and as a result of that success, they have reorganized into three business units: cellular, wireless connectivity and infrastructure, with each unit reporting to president and CEO Bob Bruggeworth. Further, RFMD forecasts the total market addressed by these core business units will grow to approximately $6 billion in three years, and it has identified opportunities it believes will drive their revenue beyond $1 billion within three years. Bob Bruggeworth, president and chief executive officer of RF Micro Devices, said, "As we begin our fiscal 2005, our realignment around these three core business units demonstrates our commitment to growth in each of our markets, and more closely aligns our product development and marketing efforts with our customers and their end markets. We will continue to invest in the assets and resources necessary to grow in each of our core markets, and we forecast these investments will enable the Company to exceed one billion dollars in revenue within three years." For details as to what lines will be covered in each individual business unit, we refer you to the company news release.

Color Kinetics Goes for an IPO

April 21, 2004...One of the most colorful and energetic systems integrators of HB-LEDs is Color Kinetics Incorporated of Boston, Massachusetts USA. They are truly a pioneering company in the design, manufacture, marketing and licensing of intelligent solid-state lighting systems. And they're about to go public with their initial public offering of shares of its common stock. The managing underwriters of the offering are CIBC World Markets Corp. Their prospectus is available online. Filing at SEC

Kopin's John Fan Featured Speaker at Blue 2004 in Taiwan

April 21, 2004...A veteran compound semi industry pioneer almost as colorful as his CyberLite LED products, John Fan, the founder and Chairman and CEO of Kopin Corporation of Taunton, Massachusetts USA, will be our featured speaker on the second day of CompoundSemi Online's Blue 2004 event in Taiwan in May. He will be speaking in the kickoff slot on Wednesday, May 12th at the Ambassador Hotel in Hsinchu. John Fan has always been noted for his innovations and his innovative spirit. His talk is titled: Heteroexpitaxy to a Brighter World -- Past, Present, and Future and he intends to provide a look back towards the concepts that were discovered as a result of GaN developments, and a look at what is currently in use, a then a look forward towards the application of the latest discoveries, adding the interest speculation only he can. So you can expect this presentation to stir up some interesting issues and active discussions. And FYI... Kopin's HB-LED product, which they call CyberLite's recently were selected as the Product of the Year by the editorial staff of Electronic Products Magazine. The magazine's 28th annual award series recognized outstanding electronic components from the thousands of products introduced in 2003. The selection of CyberLite and other winners was based on significant advances in technology or its application, and its innovation in design. Kopin's GaN-based CyberLite achieved very high power efficiency, electrostatic robustness and miniaturization in a single blue LED. Company news release

Beam Us Up Lockie

April 21, 2004...The cofounder of Endwave and Pacific Monolithics, Doug Lockie, has teamed with the former CEO of Loea, Lou Slaughter, and together they have formed a new "last mile" startup, whimsically named GigaBeam. The new company, located in Chantilly, Virginia USA, is developing and marketing “virtual” fiber technology, providing a low cost and feasible alternative to fiber for “last mile” connectivity. GigaBeam’s technology is a point-to-point wireless system that uses very high radio frequency (RF) at 71-76 GHz and 81-86 GHz to transmit data at multi-gigabit-per-second speeds. One gigabit-per-second is the equivalent of 647 T1 lines or about 1,000 DSL connections. All this came about, evidently, at an October 16th datapoint when the USA's Federal Communications Commission (FCC) authorized commercial licensing rules for this very high frequency spectrum – at 71-76, 81-86 and 92-95 Gigahertz – paving the way for widespread use of GigaBeam technology. “With just five percent of commercial buildings housing businesses of more than 20 employees linked to a fiber network, GigaBeam bridges the ‘last mile’ quickly and reliably, with ultra-broadband capacity,” according to Lou Slaughter. He and Doug Lockie served together on an advisory committee to the FCC on the spectrum allocation. “We worked with the FCC to pioneer the rulemaking for this spectrum, allowing any organization to deploy multi-gigabit speed communication links. These new ultra high frequency bands are the only ones that allow wireless fiber-equivalent speeds with reliability similar to fiber. Lower frequencies are too crowded with insufficient bandwidth to enable multi-gigabit-per-second speeds.” Details on the technology are in the company news release.

DARPA Issues Follow-on RFP for Wide Bandgap RF Development

April 21, 2004...DARPA recently issued yet another Request for Proposals for Wide Bandgap Semiconductors for RF applications. This Broad Agency Announcement has issued BAA04-19 (See Synopsis and Proposer Information for details). Whereas Phase I of the WBGS RF program focused upon the demonstration of innovative processes for fabricating several types of wide bandgap semiconductor materials including SiC, GaN, and nitride-based alloys such InAlGaN, this BAA solicits research proposals for Phase II to include device technologies and a Phase II for circuit technologies. Innovative proposals are being sought for WBG materials optimization, device fabrication and modeling, high yield, robust WBG MMICs, and packaging and thermal management.

Samsung's Sales Going Up as Nokia's Go Down

April 21, 2004...Two battling giants of the tiny handsets that are catching on all over the world, Samsung Electronics and Nokia Corp. are fiercely competing for market share. According to an article in the Maeil Business Newspaper, Korea, Samsung recorded record high sales during the first quarter, contrasting with sluggish sales estimates from Nokia. According to the report, Samsung heightened their image as a luxury brand "through lucrative but mid-priced products, while Nokia focused on price competitiveness and mid- and low-priced handsets" and evidently the strategy was "not helpful to its brand competitiveness." Samsung Electronics saw sales of 4.61 trillion won (1,154 won = US$1) during the first quarter of the year on the back of camera phones and other high priced handsets. Total sales of handsets amounted to 20 million units, up by 51.5% on an annual comparison, while Nokia saw a 2% fall in sales, lower than the forecast of 3-7% year-on-year for the period, and predicted "sluggish" sales for the upcoming second half of the year.

Dialight Launches Special Luxeon Division

April 21, 2004...Dialight of Farmingdale, New Jersey USA, the company that did a great deal to get HB-LED based traffic signals initially installed, primarily in the USA and Europe, has launched a new specialist division to serve the needs of potential users of Lumiled's high brightness Luxeon LEDs for lighting applications. They're calling it the Dialight Luxeon Design Center where a variety of skills come together in one coordinated team to give the specifier or OEM a true optimized “plug and play” solution to custom requirements. The center has dedicated engineering and development teams in place in both the USA and Europe, complemented by low cost manufacturing once volume production is reached. For detailed information on Dialight’s Luxeon Design Center, or for exploring a design project, visit www.dialight.com/luxeon, or contact Rich Present, Dialight Corporation, 800-863-3243, fax: 800-863-3244, e-mail: luxeon@dialight.com. Company news release

Anadigics Appoints WPG to Distribute Wireless & Broadband RFICs in Asia

April 21, 2004...Anadigics Inc., of Warren, New Jersey USA has added a distribution company named "World Peace Group" (WPG) to be their new distributor of the company's RFIC (radio frequency integrated circuit) solutions for the Asia Pacific territories including Taiwan, India and China. According to Anadigics, WPG is the largest distributor of semiconductor components in the Asia Pacific Region with sales of more than one billion dollars in 2003. "We continue to execute to our vision of market leadership in the growing Asia Pacific markets by delivering best-of-breed RF solutions backed by world- class customer support, as we expand our customer base of key OEMs, ODMs, and contract manufacturers in the region," said Dr. Bami Bastani, President & CEO of Anadigics, Inc. "This partnership with World Peace Group compliments the establishment of our Taiwan Applications Center and strengthens Anadigics' ability to win new business in strategic markets such as Taiwan, India and China. World Peace Group will provide Anadigics with significant resources and established customer relationships to accelerate the growth of our CDMA, GSM, WLAN, and WCDMA revenues, while also providing new opportunities for our CATV and wireless infrastructure solutions." Company news release

TriQuint Takes the Point Position

April 21, 2004...TriQuint Semiconductor of Hillsboro, Oregon and Richardson, Texas USA has introduced a new round of high-performance wireless products designed to meet the needs of point-to-point radio / satellite communications, and DoD electronic warfare, communications, and radar subcontractor / manufacturers. The new products offer exceptional electrical performance and the ruggedness required by battlefield and high-demand industrial applications and details are in the company news release. In addition, TriQuint also introduced a new round of high performance that will point optical networking manufacturers and the cable TV industry systems integrators in the right forward direction. Details on the new wired lines are included in that company news release

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The McDonald Report
Commentary & Perspective...

Interesting White LED Patent Included in Cree's Acquisition of ATMI's GaN Operation and IP

April 21, 2004...Who knows how far-reaching this will prove to be... but if you're involved in blue spectrum LEDs, you might want to research US Patent # 6,600,175 titled Solid state white light emitter and display using same. You can view the full text online, courtesy of the USA government.

The patent was originally filed March 26, 1996 and issued last July in 2003 (sometimes it takes awhile for the patent office to get around to things). Co-inventors are Bruce Baretz who was a consultant to ATMI back in 1996, and Mike Tischler, who was one of ATMI's advanced compound semi industry guru's for many years, left ATMI about the time Duncan Brown became Chairman of ATMI Japan. Mike became an independent consultant and is based in Arizona. Both Mike and Duncan were incredible advisors to this particular journalist in those "good old days" (all three of us have been at this since the 1980s if not earlier than that) and everything those two gifted technologists, in particular, taught me about true "advanced technology" appears to be coming true.

There are 17 patents in the acquired portfolio, but this particular one is the only one I've read completely, but from the first read, it indeed proves to me that the ATMI legacy will long be remembered and honored. Our staff and our guest columnists on HB-LEDs and patents are reviewing this patent, and we're renewing our contact with Mike Tischler. After we've gathered details, we will be reporting what we think may be the ramifications of this invention in upcoming issues of The McDonald Report. So... stay tuned...

Sandia Tracks Solid State Lighting News & Initiatives

April 21, 2004...Sandia National Labs remains the USA's top government agency when it comes to tracking and initiating the worldwide conversion to solid state lighting. In the description of the lab's SSL activities you'll find a host of great ideas and challenges, all supporting the lab's mission to significantly improve the USA's energy efficiency while reducing both environmental pollution and the capital required for new electricity generation plants. One of the things they're especially great at is helping disseminate worldwide news relating to SSL activities and and the initiatives underway in other countries.

Sandia's news page always does what we try to do here at CompoundSemi News try an do, which is to properly source everything reported and point you precisely to a reliable source. If you hit the Sandia site this week, you'll note some very interesting news items that we haven't yet reported. So, rather than go to all the work of re-reporting, we'll simply do what they do when they find an appropriate item on our site. We'll take you:

April16 , 2004: "Taiwan’s National Science Council (NSC) held a press conference on LED developments, saying that their two-year, NT$12-million research project on highly efficient LEDs had led to 14 patents, licensed in both Taiwan and the US, and more than 20 new manufacturing process technologies. NSC also demonstrated epiwafers with high-efficiency LEDs with special mirror substrates fabricated by wafer-bonding technology, which make it possible to produce larger but cheaper LEDs with high thermal conductivity. [Taipei Times article]"

April 15, 2004: "TIR Systems (Canada) has introduced a new product, LightScript™ The company claims it has been able to improve to traditional channel lettering with this product – it ensures visual uniformity, protects the LEDs (lengthening their life), and is designed for maximum flexibility -- the product can fit into spaces too small for neon." [Press release]

March - April, 2004: "CHINA’s SEMICONDUCTOR LIGHTING INITIATIVE: China has released information about its semiconductor lighting initiative. It will open four industrial base areas to support the initiative, in Xiamen (Fujian Province), Dalian, Shanghai, and Nanchang. China plans to invest US$1.2 billion initially in the semiconductor lighting project. It has set a goal of semiconductor lighting output of US$3.6 billion by 2010. AXT's optoelectronics business, which was sold to the US-based "Lumei Optoelectronics" is part of this Chinese effort at Dalian. A joint venture company, Dalian Lumei Optoelectronics Corp (DLOC), has been formed by Lumei Opto and Dalian Luming Science and Technology Group." (Links to this coverage are numerous and can be found on Sandia's news page under this item. Note that this follows up on our initial reports when the AXT sale went through. Ref our Oct. 23, 2003 coverage, third item down on the right titled: AXT Concentrates on Its Roots After Sale of Opto to Lumei Optoelectronics )

If you have questions about the solid state lighting and compound semiconductor industries or have news or views to share, I'm Jo Ann McDonald, Editor of LIGHTimes and CompoundSemi News.
Feel free to contact me directly, anytime.
My direct tel at the ranch is
+1-325-463-5345

From time to time Jo Ann may comment on companies in which she holds a modest investment - be sure to read her disclosure at some point in time...

 

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