KMI Projects Fiber to the Premises to Hit $3.2B in USA by '09September 9, 2004...KMI in Rhode Island, USA, a market research division of PennWell, has gone
on record as forecasting that the total Fiber to the Premises (or "home"
in some cases, or "FTTP" for short) a target market for equipment,
cable, and apparatus makers and suppliers, will reach $3.2 billion in 2009.
This represents a 54% compound annual growth rate (CAGR) for the forecast period.
Verizon’s recent announcement and commitment to pass one million homes
in 2004 has made FTTP the fiberoptics industry’s most exciting development
since the late 1990s, says KMI. In 2003, there was a fledgling fiber to the
home, or FTTP, market underway, consisting of approximately 100 different projects—the
majority of which were undertaken by municipalities, utility companies, real-estate
developers, and other “non-telco” organizations. In 2003, the telcos
contributed only 3% to the FTTP market for cable and equipment. But with the
ramp-up in KMI’s forecast, the telcos’ deployments will grow much
faster than the non-telcos’ deployments. Telcos will represent 70% of this
market in 2009. More details and how to access the full report are included
in the company
news release.
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Rubicon Scores Another Major Press Victory for Solid State LightingSeptember 9, 2004...Scoring a in-depth article, complete with sidebar, in the Chicago Sun-Times
is almost as much of a coup as getting coverage on CNN's Lou Dobbs Show.
Maybe even better as it has a longer shelf life, and Rubicon has done just that.
The article is a refreshing outside view of what our SSL industry is all about,
and the source of the expertise is Rubicon, which can now chalk up another PR
win along with its Lou Dobbs feature, which we covered as our July
8th headline news. The article is titled Let
There Be Higher Tech Light and it's bylined by Chicago Sun-Times
Business Reporter, Howard Wolinsky. It's a great read and highly recommended. Anadigics Shipping Volumes of InGaP HBTs to ChinaSeptember 9, 2004...Anadigics of Warren, New Jersey USA recently announced that it is shipping
production volumes of its AWT6108 7 mm by 10 mm InGaP HBTs (indium gallium phosphide
heterojunction bipolar transistors) GSM/GPRS PAs (power amplifiers) to Beijing
Capitel Co., Ltd., a leading handset manufacturer in China. This is especially
newsworthy in that the advanced cellphone market in China is on everyone's radar
screens, with companies like Anadigics actually being able to follow through
with the goods, and what's in the new handsets is not only HBTs but LEDs. The
Capitel C5188 GSM handset features an integrated color display and seven-color
lamp, encased in an elegant folding design. The AWT6108 GSM/GPRS PA module is
featured on a tier-one reference design and provides Capitel with the performance
required for the C5188 GSM handset. "Anadigics' strong positioning on
tier-one reference designs presents a compelling value proposition by combining
best-of-breed RFIC products, fast time-to-market, world-class customer support
and manufacturing excellence," said Dr. Bami Bastani, President &
CEO of Anadigics. More details are included in the company
news release. In further China-related news from Anadigics, has opened an
office in Shanghai, China to support its growing wireless and broadband business.
The office is located in Lippo Plaza and will represent Anadigics to Chinese
original design manufacturers (ODMs) and original equipment manufacturers (OEMs),
as well as international ODMs and OEMs with operations in China. Company
news release
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September 9, 2004...If you wanted to know how the applications world is accepting and applying
blue laser technology, just take a look at what systems integrator Kano Technologies
of Garden Grove, California USA is doing with our industry's blue laser technologies.
In May, Kano introduced
a rack mountable chassis called Axis
Blue at Networld+Interop in Las Vegas that utilized Sony's blue spectrum
laser technologies (which is included in the technologies Sony either cross licenses
from Nichia or is in litigation over... a topic we'll cover in our upcoming McD Report editorial). Axis Blue carried the suggested selling price
of $18,870. This week, Kano introduced Blue
Wav, (ref company
news release) a high capacity desktop storage line featuring Sony's Professional
Disc for Data (ProData) optical drive, boasting 23.3GB capacity on a single
sided media cartridge. This newest blue accessory is selling for $2995. Target
applications are as an archival/backup solution for professionals in areas such
as telecommunication industry billing archiving/storage, email archiving/storage,
network storage/server backup, professional audio/video post-production and
storage/master archiving/distribution, medical imaging, and banking/government.
If you've ever been in the editing room of either a sound studio or television
production company, you know that professionals have been long-awaiting this
technology leap... and now you can see that it isn't all that expensive to buy
into the technology and access it now. There's no stopping those in the the
blue laser lane now! Nokia Chooses Kopin Microdisplay for Miniature Picture Viewer Phone AccessorySeptember 9, 2004...(Updated from Sept. 7 post) Nokia, which gave the industry a much-needed
lift today when predicting it should exceed its previous estimates (ref: Nokia
news release), has selected long-time compound semi industry contributor
Kopin Corp. of Tauton, Massachusetts USA's CyberDisplay 180K as the color microdisplay
for Nokia's Kaleidoscope I, a neat little picture-viewing and storage accessory
to accompany digital still cameras and next-generation mobile phone systems. The Nokia Kaleidoscope
I upped the image-quality ante for phone-based digital imaging by making use
of Kopin's CyberDisplay 180K, a color-filter microdisplay that contains 800
x 225 (180,000) pixel dots on a quarter-inch (6 mm) diagonal active matrix liquid
crystal display (AMLCD) surface. The Kaleidoscope I is about the size of a salt
shakerand uses infrared technology to receive images from a compatible imaging
phone or digital camera, which are viewed by looking through a viewfinder. One
obvious use is to enable users to create a mobile digital photo album. The Nokia
Kaleidoscope I can store up to 24 high-resolution digital images internally
and up to 750 images using an external 64MB memory card in the device's memory
card slot. Company
news release Microsemi Introduces Ambient Light Sensor Auto Brightness Control ICSeptember 9, 2004...Microsemi Corporation of Irvine, California USA has introduced the third member
of its new portfolio of automatic brightness control ICs. Dubbed the LX1972
ambient light detector, this little low cost number is a simple 2-lead device
that mimics human eye response which is tailor-made for portable consumer display
designers. The new sensor is based on Microsemi's patent-pending architecture
that emulates the spectral response of the human eye and largely ignores both
ultra violet and infrared wavelengths that often confuse conventional light
sensors (which aren't all that smart). The circuit design is geared to
optimize the control of backlighting displays in portable consumer product lines
including digital still cameras and notebook computers, desktop monitors, and
LCD TVs. According to Paul Bibeau, VP and GM of Microsemi's Integrated Products
Group, "We made the LX1972 the easiest-to-use device in the market.
No optical filters are needed, and its output current can be used directly,
or converted to a voltage simply by placing the LX1972 in series with a single
resistor at either of its two pins." Packaged in a 2-pin 1206 Standard
Carrier that measures only 3.25 millimeters long by 1.6 millimeters wide and
1.0 millimeters high, the LX1972 is unit priced at $0.60 in 10K quantities.
Samples and production quantities are available immediately. Company
news release Demand for Blue LEDs in Taiwan for Handsets Fell 15-20% in Q-3
CompoundSemi StaffSeptember 8, 2004...Rationale for second-thoughts and perhaps even "consolidation" are
apparently continuing to gain in popularity as Taiwan blue LED manufacturers
report a continued downturn in demand for handsets using their devices. According
to another helpful DigiTimes article
Sept. 8th by Kathryn Chiu and Jessie Shen, complete with reported numbers, price
pressures credited to high inventory levels in China and increasing competition
in the industry have led to unit prices for handset LCD panel-use blue LEDs
falling sequentially from 15-20% in the third quarter, which is down from NT$3-3.5
in the second quarter. It appears the prices started dropping from NT$3.5-4
in the first quarter. Epistar, Formosa Epitaxy, UEC and Arima Optoelectronics
were named in particular, with UEC and Arima having started ramping their capacity
for high luminance chips in Q2 and Q3. Bookham USA Begins Trading Sept. 13th
CompoundSemi StaffSeptember 9, 2004...Bookham Technology plc (London:BHM.L) (NasdaqNM:BKHM) will go to sleep Friday,
September 10th as a conventional British company, and wake up Monday, the 13th,
as a bright eyed and bushy tailed, genuine all-American company ready to lead
the optical networking sector out of its state of suspended animation. (We
can only hope). According to the company's latest
official word, Bookham, its "scheme of arrangement" (the "Scheme
of Arrangement'') under the laws of England and Wales, will suspend dealings
in its ordinary shares at 1/3 pence per share on the London Stock Exchange's
market for listed securities at 7.30 a.m. (UK time) on September 10th and cancel
themselves out of that trading place. Then, on September, 13th, Under the Scheme
of Arrangement, which, subject to sanction by the High Court of Justice of England
and Wales (the "High Court'') Bookham Technology will magically become
a wholly owned subsidiary of Bookham, Inc., a Delaware corporation (that
tiny little state on the East Coast, USA, is where everybody hip incorporates)
at a common stock, par value of $0.01 per share, which will be traded on the
NASDAQ National Market. Under the Scheme of Arrangement, every ten Ordinary
Shares of the Company will be exchanged for one share of Bookham, Inc. common
stock. The industry eagerly awaits the metamorphis. (It can't be easy being
British. If it was, everyone would be.) Veeco Catches Another Piece of China GaN Build-Up
CompoundSemi StaffSeptember 7, 2004...Veeco Instruments Inc.'s TurboDisc group in Somerset, New Jersey USA has grabbed another piece of China's GaN build-up with the sale of a D180 GaN MOCVD
tool to Beijing Changdian Zhiyuan Optoelectronics Co., Ltd. A subsidiary of
Changjiang Electronics Technology. According to a company spokesman, Professor
Guang Di Shen of Beijing Changdian Zhiyuan Optoelectronics, "We believe
the D180 GaN is the ideal platform to help us pursue new innovations for our
packaged GaN devices. The precise control provided by this equipment will enable
us to fine-tune our processes and speed the transition from device development
to end-product." It was added that the equipment will help them to develop
novel applications for gallium nitride (GaN) materials, although "how novel"
was not specified. Veeco's D180 GaN platform is designed for both material development
programs and small-scale production of advanced GaN-based devices, including
UV LEDs and blue spectrum lasers. Our news features are reported
by the CompoundSemi News staff writers.
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editor -at - compoundsemi.com
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