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Editorial: Attending the Annual CS Outlook Dec 6-8th
 
... I started thinking about this year's annual CompoundSemi Industry Outlook Conference (www.CSOutlook.com) slated once again for December in Dallas, Texas USA. And thinking about it made me reflect back over the ten years this conclave of senior managers has been meeting together. I've attended most of them and our...
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Let the Bidding Begin... for Oriol's Exciting GaN LED IP
Jo Ann McDonald, Editor

November 16, 2004...Oriol, Inc., one of the more promising of the USA's blue spectrum LED startups that didn't quite make it to maturity, was clearly ahead of its time. It stumbled in a controversial and rather flashy Korean-related merger that landed the company in the USA bankruptcy courts (and the Korean bad guy in a Korean jail) but Oriol's outstanding IP lives on and will now go to the highest bidder. Here's the scoop, and the scope of the IP now up for grabs, as promised (reference our June 8th editorial "Play Nice," Says Uncle Burt), in the following Special Report to our LIGHTimes and CompoundSemi News readers....

The bidding for Oriol's IP could indeed be very exciting. Why? Because companies like Lumileds, Epistar, UEC, Nichia... you name it... all have been experimenting with similar structures to Oriol's core IP. Vertical LED products, for example, are on the roadmap (the quiet version not generally shown beyond confidential quarters) of almost every company playing in the GaN-related LED field. If you're one of those interested, you'll want to carefully read the IP itself, which has just been posted on the bankruptcy trustee's website. The full pdf text of the letter relating to the sale and the patents can be accessed by clicking on this page. The IP up for auction includes one granted patent, # 6,744,196 and others that have been "allowed" and still others that are pending. Many of these were on the edge of abandonment, when Carol Wu, the insightful bankruptcy trustee, hired Oriol’s IP attorney, Song Jung, to bring them back to life. Song is highly respected and very knowledgeable in the compound semi space. The work he and Ms. Wu have done in this case sets a new and higher standard for bankruptcy cases, and very probably will end up with all the Oriol creditors being paid what they are justly due.

Oriol's IP consists of various vertical chip structure methods which can be created after removal of sapphire substrate. Sapphire is known good for light extraction, since it’s transparent and has a lower index than GaN, but... it’s electrically insulating and has high thermal resistance. Low thermal resistance is critical for high power devices, where current density is pushed to the limit. Those are the physical facts of LED life. Cree and Osram have been building vertical devices on SiC for many years, but SiC is regarded as more expensive than sapphire (especially if you don't grow your own), it has a high index, and becomes more opaque as doping is increased. What that means is that there's a necessary tradeoff between brightness and forward voltage. Osram’s ThinGaN is reputed in quiet quarters to possibly be the first vertical (via sapphire removal) product on the market next year, but it is also known, as stated above, that others have been experimenting with similar structures (Lumileds, Epistar, UEC, Nichia, …). That's what potentially makes the Oriol IP so exciting. Vertical products are likely to appear in the development roadmap of every GaN LED maker in the near future, and the more good IP one can grab hold of, the more leverage they have in the licensing game.

Ah... but there's more. The next logical step after vertical products are brought into production (you have to dig a bit deeper into those roadmaps for the small print) is a wafer scale white chip, and Oriol also applied for patents in this area. With the sapphire removed, the light emitting areas of chips can be completely and uniformly covered with a yellow conversion material (phosphor or otherwise) and those devices can then be diced and sent to the packaging line as white emitters. This production method is aimed at eliminating the headaches of today’s phosphor mixing and coating, which often results in non-uniform white light, high yield loss, and dozens of side bins in the lamp packagers’ inventory. For technical information regarding the patents, you can contact Song Jung, Esq or Mark Kresloff, Esq. at McKenna, Long & Aldridge at +1 202 496-7500. For general auction information, contact Carol Wu, Trustee at 408 404-7040/cwu@cwutrustee.com or Barry Milgrom, Esq. at Luce Forward at 415 356-4600/bmilgrom@luce.com.

Color Kinetics Extends Core IP with 659 Patent

November 15, 2004...Color Kinetics of Boston, Massachusetts USA has been awarded a patent that extends the coverage of the company's core technology that underlies its basic intelligent SS lighting systems. The US patent, #6,806,659 which was applied for by CK founders George Mueller and Ihor Lys back in September of 2000, was issued October 19th and broadens the protection of the first patent ever issued to Color Kinetics in January 2000. Content continues for LIGHTimes SecondPage members...

Skyworks Ramps Production of WCDMA Power Amplifier Module in Support of a Tier One Handset OEM

November 15, 2004...When it comes to the power amp sector of the compound semi industry, often the last graphs of a news release convey the hook we're after. In the case of Skyworks, they always do a great job of reminding the handset makers just what's driving the business... GaAs HBTs and InGaP emitters. While many may not care what's actually in the module... only what it does, the reality is that the compound semi parts are what continue to make the handset market grow, with HBTs and LEDs brightening and adding new functionality to handheld communication devices the world over. Skywork's latest offering is a line called "LIPA" that extends Skyworks' CDMA leadership position to 3G handsets. The LIPA line, which is again based on Skywork's GaAs HBT and InGaP technologies, is evidently gaining traction, especially in European, Asian and North American markets. Skyworks has received received volume purchase orders from a tier one handset OEM for its WCDMA PA module.

LIPA modules are packaged in Skyworks' low-cost, 4mm x 4mm x 1.5mm laminate-based multi-chip module (MCM) packages that contain all active circuitry, including onboard bias circuitry, as well as input and output interstage matching. It also eliminates power-consuming isolator circuitry, significantly reducing cost and board space while dramatically increasing talk time. "Given Skyworks' long standing leadership position within CDMA, we are pleased to be ramping production of a PA module that supports customers' needs for next generation handsets," said Brian M. Daly, marketing director of RF Solutions for Skyworks. "With its dual mode platform and small form factor, we are enabling and delivering integrated semiconductor solutions that are driving cell phone capabilities from simple voice services to built-in cameras, MP3 functionality and other multimedia applications." Company news release

OptiLED Debuts Designer Dimmable and HIVE
LIGHTimes Staff

November 15, 2004...The recent LDI 2004 show in Las Vegas, Nevada USA was evidently very successful for OptiLED of Irvine, California USA. The innovative systems integrator of HB-LEDs debuted two new lines at the show, both with catchy names that caught the attention of the entertainment industry crowd. The first product was called The Designer Dimmable, which is an LED lamp that features lighting intensity and distribution control in a familiar form factor, with outer dimensions that are identical to an ordinary halogen MR16. Details are in the Oct. 28th news release, the highlight of which, for our readership, is that the new halogen-competitive lamp offers full performance at 12 volts DC or AC and dimming capability from 10 volts down to three volts, where it operates at candle glow. At full power, the unit requires less than 2 watts. The second product, called the HIVE, for High Intensity Vorticular Enclosure modular system, delivers three times as much light as typical so-called “high power” LED lighting, and is the newest member of OptiLED’s new Modular Optical Array Series. Details are in that news release which, because of the reaction to HIVE by OptiLED's peer companies, we amplify and analyze for our LIGHTimes 2nd Page members. Content continues for LIGHTimes SecondPage members...

All Aboard for LED-Driven Locomotive Engineers

November 15, 2004...GELcore of Valley View, Ohio USA has created a robust TR3 LED signal module that's found its way on the Amtrak (the USA's major train system) throughout the Northeast Corridor where Amtrak locomotive engineers are guiding their trains. The engineers and maintenance and repair staff responsible for the upkeep of catenary hardware in the region seem to love the new HB-LED-based system. Amtrak's C&S Repair Shop has evidently been retrofitting incandescent wayside signals, highway railroad crossings and control panel lighting throughout the system--in Pennsylvania, New York, Delaware and Maryland--with low-voltage, long-life devices that include GELcore TR3 LED Signal Modules. Content continues for LIGHTimes SecondPage members...

Cree Sues Alma Mater (NSCU) Over GaN-Related Licenses to Nitronex

November 10, 2004...A very interesting suit was filed recently by Cree Inc. of Durham, North Carolina USA against the university from which it sprang in 1987, North Carolina State University. Complete details and a full perspective of this newest Cree suit can be found in our November 10th editorial, Perspective on Cree's Suit Against Its Alma Mater. The editorial appears, this issue, on your viewing left. Note that further perspective on this will be included in our upcoming issue of LIGHTinsight, which is a monthly supplement for our LIGHTimes 2nd Page members.

Alfalight Logs In Record Power Conversion Efficiency at LEOS

November 10, 2004...The annual Lasers and Electro-Optics Society (LEOS) 2004 meeting is taking place in Puerto Rico this week and as part of the show, Alfalight Inc. of Madison, Wisconsin USA is announcing what they say is a new world record for power conversion efficiency in 976 nm diode laser bars. Developed with support from the USA's Defense Advanced Research Projects Agency (DARPA) under the Super High Efficiency Diode Sources (SHEDS) program, Alfalight has demonstrated a 50 watt, 976 nm laser bar with 71% power conversion efficiency (PCE) at 25°C and 73% efficiency at 10°C. These results were presented by Manoj Kanskar, Alfalight's VP of R&D at the Wednesday morning. According to Alfalight, their achievement puts Alfalight well ahead of schedule in the Phase I SHEDS challenge to deliver 65% PCE diode laser bars to DARPA by March of 2005, and approaches the 80% PCE targeted for September 2006 as part of SHEDS Phase II. “The efficiency of high-performance diode lasers developed through the SHEDS program is critical to the development of high power diode-pumped laser systems that are important to both DARPA and to the commercial laser industry,” commented Dr. Martin Stickley, SHEDS program manager at DARPA. Next step for Alfalight is integrate these unique high-efficiency Aluminum-Free Active-region (ALFA) diode laser designs into their next generation of commercial products. Technical details and more about the SHEDS program are in the company news release.

Lumileds Partners with Parent to Develop Modular LED Solutions for Automotive Industry

November 10, 2004...Lumileds Lighting of San Jose, California USA, and Royal Philips Electronics, one of Lumileds parents (the other being Agilent) have announced a new partnership arrangement to jointly develop and market new modular LED lighting solutions for the automotive industry. The new lighting solution auto industry package will incorporate Lumileds Luxeon LED technology with the design, development and integration expertise from a Philips division called Philips Automotive Lighting, which is geared specifically to provide the SSL industry with automotive lighting solutions. Content continues for LIGHTimes SecondPage members...

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Commentary & Perspective...

Attending the Annual CS Outlook Dec 6-8th
Jo Ann McDonald, Founding Editor

November 16, 2004...I started thinking about this year's annual CompoundSemi Industry Outlook Conference (www.CSOutlook.com) slated once again for December in Dallas, Texas USA. And thinking about it made me reflect back over the ten years this conclave of senior managers has been meeting together. I've attended most of them and our staff here at CompoundSemi Online has been partnering with Gorham Technologies, organizing the content and lining up the speakers, so we always have a front row center seat at the meet. Let me assure you, the annual CS Outlook conference is indeed unique and earns its distinction as "The Club." Those on the podium (ref: the posted agenda which gets routinely updated) are the people in our industry who care enough to put their views upfront in the public realm and help guide the formal discussions. Those in positions of industry authority and sitting in the audience only sit there awhile, as we tend to snag them and put them on the next panel. That's the most fun part. You never know who's going to say what next. CS Outlook is notoriously interactive and never totally scripted.

Then there's the real draw of this particular gathering of professionals... the proverbial side talks and negotiations. CS Outlook is where companies have literally been bought and sold in the past. It's also where many a "consultant" has found a new senior management post. Of the many reasons senior managers attend is to double check who's now working with which competitor or ally. So when you see our promos touting that the annual CS Outlook is "still the consummate Insiders Meet..." now you'll know what we mean. The especially attractive thing about this particular industry "club" is that it's open to anyone, it traditionally welcomes new faces, has a particular soft spot in its collective heart for startups, and provides an open platform for anyone who isn't afraid of tackling controversial topics in a manner fitting its traditions... through a spirit of years of professional friendship, togetherness, and a sense fair play.

This spirit has remained the same through boom times and tough times alike, and last year marked one of the toughest for the industry. Our theme last December was "Rebuild and Recovery." We gave out holiday gift bags to speakers and panelists that contained a Lego building set and a pack of Advil (plus my homemade holiday cookies and fudge which evidently saved countless lives of those stranded in airports on the way back home). I'm trying to think of a good gift pack to carry out this year's theme: "Convergence." Writing this column may help as inspiration. (Feel free to send me your suggestions). We like having a theme. It lends a spirit of cohesiveness and gets people thinking before they get there and start talking.

At this year's CS Outlook, we're focusing on Convergence as our theme because we're seeing precisely that happening as an important part of the rebuild and recovery process. HB-LEDs, which we did not emphasize last year, were the only CS segment to truly claim success in the marketplace in 2004. Why? Because they were selling product, ramping production, and everybody was scoring design wins right and left, all over the world. The field continues to grow by leaps and bounds as new LED systems integrators and major users come on board. That's why we started SSLighting.net and LIGHTimes. SSL is quickly becoming a stand-alone successful industry. That degree of growth happened in the communications sector before the bust, but it's been a long dry spell for people on the opto side who aren't doing HB-LEDs or lasers for DVDs and hard drives. We're including the HB-LED sector again because they have a success story to share and...more importantly... the core material and production technologies, such as GaN and MOCVD, are helping the supply line feeding them leverage the success of HB-LEDs into fields like GaN electronics. A company like Nitronex, for example, will have results to report at Outlook of processing their GaN-on-Si down TriQuint's GaAs pHEMT line and the demonstration of an X-band MMIC on 4 inch silicon that might surprise and delight even the skeptics in the audience. A GaN X-band MMIC on a 4 inch silicon substrate equals an astonishingly affordable device and goes a long way to illustrate just what we mean by the compounds "converging" with mainstream technologies. And that's just one example.

The Wide Bandgap (WBG) semiconductors will again take center stage on day one of Outlook at our Monday afternoon workshop. But instead of talking strictly technology, as we did last year, this time we'll talk WBG business opportunities. Led by Keith Evans, Senior VP Business Development and CMO of Crystal IS, and a major "insider" in the WBG sector, Keith is getting organizational assistance from Craig Farley, President and CEO of Canyon Semiconductor and Laura Rea, Technology Development Leader, Sensor Materials Branch of the U.S. Air Force Research Lab in putting together topics and materials for discussion at what could well turn out to be another landmark Outlook Workshop. WBGs have already proven themselves in the light emitting side of the street, and now they're poised to either converge with silicon... or attack it head on, depending on the application requirements. In preparing for the workshop, Laura reminded the planning committee that DoD's applications for WBGs are just a small slice of the pie, and that commercial applications are what to focus on. Everyone's chasing the DoD monies, of course, but I think attendees will be surprised by the inroads commercial apps are making for GaN on SiC, GaN sapphire, GaN on GaN and GaN on silicon... and, GaN lifted off of sapphire and put wherever it makes sense.

For more on the topic of lift-off techniques and where they may be applied (and by whom) check out our news item this issue on the Oriol GaN lift-off technology going to auction. That rather unusual (and possible very lucrative) auction goes into January, so what do you bet some of the "bidding" just might go on behind the scenes at the annual CS Outlook meet in Dallas. Principals who played a big part in forming that IP strategy will be attending Outlook, like Tom Jory, now of eLite Optoelectronics, who will be speaking on Tuesday afternoon and driving our Module 3 on Solid State Lighting. The converging of ideas, people, and technologies truly does happen at the Annual Outlook. Maybe you better plan to be there too. Heck... even I'll be there!

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