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Editorial: Tis the Season (To Get Ready for THE Season)
 
... With the USA's Thanksgiving festivities behind us and the worldwide Winter Holidays before us as we wrap up 2005, now is the perfect time for those working in the HB LED side of the compound semi field to get ready for the biggest events of 2006: PennWell's Strategies in...
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RFMD Named “Best Supplier” by Leading China Handset Manufacturer
CompoundSemi News Staff

December 1, 2005...RF Micro Devices located in Greensboro, North Carolina USA, has received the Best Supplier Award from Lenovo Mobile, a major China-based handset manufacturer. The award recognizes a long-standing relationship between RFMD and Lenovo Mobile. Zhijun Liu, vice president Lenovo and general manager Lenovo Mobile said, "This award is a testament to RFMD's customer-centric focus and its ability to supply best-in-class technologies on time and in very high volumes. We look forward to continued growth in our relationship with RFMD." Bob Bruggeworth, president and CEO of RF Micro Devices stated, "RFMD is committed to expanding our operations in China in order to support valued, high-growth customers such as Lenovo Mobile." Company News Release

JDSU Completes Acquisition of Agility Communications
CompoundSemi News Staff

December 1, 2005...JDSU has completed the acquisition of Agility Communications, Inc., a leading provider of widely tunable laser solutions for the optical networks. JDSU paid approximately $67 million for privately held Agility Communications, Inc., comprising approximately $57 million in stock and $10 million in cash. Tunable lasers simplify deployment by allowing one tunable laser to take the place of many different lasers required to connect heterogeneous networks. JDSU says the acquisition will add to its portfolio of agile network products. (Ref: Our coverage), Company News Release

ASM International Licenses ALD Technology to Oxford Instruments

November 30, 2005...ASM Internationa, a long-time maker of chemical wafer processing tools located in Belthoven, the Netherlands, has licensed its Atomic Layer Deposition (ALD) technology to Oxford Instruments. The license allows Oxford Instruments of Enysham, UK, to use over 280 issued and published patents from ASM’s portfolio relating to ALD technology. ALD technology deposits ultra-thin films, one atomic layer at a time, allowing excellent control of thickness and composition. ALD is mostly utilized with semiconductor technology, but it is also utilized with micro-mechanical devices, nanotechnology, opto-electronics, and magnetic heads.

Jim Hutchins, Managing Director of Oxford Instruments Plasma Technology commented, "ALD is an exciting technology for semiconductor processing, with further potential for exploitation in numerous applications of nanotechnology. We are pleased to enter an agreement with ASM which will enable Oxford Instruments to deliver world leading ALD technologies to the research and development community world wide and to offer our customers a valuable addition to their processing capability." ASM News Release

 

UCSB Researchers Create Hybrid Laser
CompoundSemi News Staff

November 29, 2005...Researchers at the University of California, Santa Barbara (UCSB)have developed a hybrid laser which combines silicon photonics with III-V gain material, according to an EE Times article. The researchers said that the device provides an alternative to silicon Raman lasers but it is about one-tenth the length. The optically pumped laser reportedly needs only 30 milliwatts of input pump power to operate with a continuous wave. In the article the UCSB researchers indicated that the device demonstration is the first step toward an electrically pumped hybrid silicon laser. The challenge for silicon lasers in general has been designing a device that that can be integrated fully into silicon micro electronics. John Bowers, a professor of electrical and computer engineering at UCSB, said in a statement issued by UCSB that the ability to combine "the best of both worlds," such as III-V gain material with silicon photonics, "could lead to a new way of enabling highly integrated laser sources with intelligent opto-electronic devices for future optical communications at low cost.” The laser was developed by Bowers and his students, Alex Fang and Hyundai Park with funding help from the Defense Advanced Research Project Agency (DARPA) and Intel Corp.

RF Micro Devices Supplies Chipsets for More of Motorola’s Handsets
CompoundSemi News Staff

November 29, 2005...RF Micro Devices Inc., has extended its Polaris 2 Total Radio chipset into Motorola’s V360 Handsets. The company recently announced the shipment of the devices that adds another handset model to the list for which RFMD supplies Polaris-enabled EDGE technology. Other members of the handset list include Motorola’s V551, V186, E895, PEBL, and SLVR L7 models. RF Micro Devices is a key supplier to Motorola, delivering transceiver chipsets, front-end modules, and power amplifiers for CDMA, GPRS, EDGE and WCDMA handsets. RFMD anticipates sales growth of its POLARIS Radio Module in upcoming quarters in, support of high volume EDGE and GPRS handsets. The company also expects its POLARIS transceiver solutions will grow as a percentage of the their total revenue in calendar 2006. Company News Release

Skyworks Signs Development Agreement With Motorola
CompoundSemi News Staff

November 28, 2005...Skyworks Solutions of Woburn, Massachusetts USA has signed an agreement allowing the production EDGE radios based on Helios DigRF Radio Solution for next-generation EDGE Platforms. The reported agreement addresses front-end modules and single-chip direct conversion transceivers in support of multimedia handsets. According to the company, the new handsets will be designed to support high-speed Web browsing, music downloads, and streaming video. "Skyworks' Helios EDGE radio pushes the performance envelope and offers Motorola tremendous design flexibility, field reliability and ease of implementation," stated Rob Shaddock, chief technology officer for Motorola Mobile Devices. "Our adoption of Skyworks' DigRF radio would signify our commitment to the DigRF technical specification." Company News Release

Major Taiwan University Selects Thomas Swan Device

November 22, 2005...The National Central University (NCU), Optical Science Center in Taoyuan County, Taiwan R.O.C. has ordered a Thomas Swan 3x2” Close Coupled Showerhead (CCS) reactor for research into LED structures. According to Aixtron, the MOCVD tool will provide GaN epitaxial materials and will complement NCU’s other research tools. The University chose the Aixtron system in part because of the success of the existing Aixtron sytem and the good relationship with the company. The university also has a cooperation agreement with Aixtron in which NCU operates as a demonstration laboratory for Aixtron. Aixtron said that this has enabled their customers to see quality of the GaN wafers grown on their equipment. Company News Release

Toshiba American Electric Introduces SiGe Power Amplifier

November 22, 2005...Toshiba American Electric (TAEC) and its parent company Toshiba Corp. have introduced a new power amplifier. The silicon germanium (SiGe) device, first in a family of SiGe power amplifiers, uses a bipolar complementary metal oxide semiconductor. First described in an article in III-V’s Review, the power amplifier is designed for IEEE 802.11b/g WLAN systems. The device can reportedly also meet PHS adjacent channel power ratio (ACPR) specifications up to 23dBm of output power with 35dB of gain. According to the company the device dubbed TA4401CT, is well suited for use in 1.9-2.5GHz band wireless applications, including wireless LAN (WLAN), personal handy system (PHS) and bluetooth (BT).

Satcon Technology Awarded Contract for Power Converter Development

November 22, 2005...The Applied Technology division of SatCon Technology Corporation of Boston, Massachusetts USA, was awarded a contract with General Atomics to help develop a 40 megawatt power converter for an Office of Naval Research project. The device will power and control a full-scale superconducting DC Homopolar Motor for a wide range of military and commercial vessels. According to the company, the development of an integrated modular converter design extends its portfolio of power electronics applications and represents a major step in technology for "all electric" ship applications.

SatCon's President and Chief Operating Officer, Millard Firebaugh, stated, "SatCon is pleased to be participating in the Navy's advanced propulsion and power distribution programs. This contract supports one of our stated strategic initiatives to grow our Navy business area. The HPM program enables SatCon to develop propulsion power technology for the military that we believe could represent the future of propulsion and power distribution technology for ships and other commercial platforms." Company News Release

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Commentary & Perspective...

Tis the Season (To Get Ready for THE Season)

November 28, 2005...With the USA's Thanksgiving festivities behind us and the worldwide Winter Holidays before us as we wrap up 2005, now is the perfect time for those working in the HB LED side of the compound semi field to get ready for the biggest events of 2006: PennWell's Strategies in Light conference and the annual SSL Suppliers Forum (SSLS 2006) the event formerly known as "Blue".

Strategies in Light (SIL) is truly the premier global summit and longest-running conference in the LED industry. Now in it's 7th year (yes, it's been that long!). SIL traditionally meets in the San Francisco Bay Area, not too far from Strategies' Unlimited's headquarters in Mountain View, California. This time SIL will be held right in downtown San Francisco at the Hilton Hotel. The dates are February 15-17, 2006; thus SIL marks the official start of our industry's 2006 conference season.

CompoundSemi Online's annual Taiwan event for the advanced LED industry, now in its 3rd year there, will pick up where SIL leaves off and gets down to the nitty gritty "get it done" business environment, right in the regional heart of where the vast majority of advanced LED manufacturing actually occurs. Now officially renamed the Solid State Lighting Suppliers Forum (SSLS 2006) this year's version will be held at the same venue as it has for the last two years, the Ambassador Hotel - Hsinchu in Hsinchu, Taiwan. The dates are May 9-11, 2006, so mark your calendar for that event as well, if you haven't already done so.

In addition to the obvious insider networking and hearing direct from industry leaders, you get the freshest market forecast and insight, direct from Strategies Unlimited's foremost market guru, Bob Steele, and you get to see for yourself who's on top and who's running fastest to catch which hottest markets... and why. Then, by attending the SSL Suppliers Forum in Taiwan, you get to find out for yourself, up close and personal, if Bob and the key leaders who present at SIL were right! Bob Steel is again our number one keynoter at the SSL Suppliers Forum. He's always right, of course, but it's great to see him polish up his crystal ball right in May, right in the heart of the Asian manufacturing scene and to see (and hear) for yourself what changes have occurred since February. Often, those changes are dramatic. Simply keeping up with who bought whom or which startup is shaking up the industry, and why, is worth the price of admission alone.

The other tie-in between the two events is Robert C. Walker. Formerly with Emcore and then Vincera Ventures, many know Bob Walker best from his outstanding work at his consultancy, YEBY Associates, as the man who spearheaded Strategies Unlimited's 270-page report, Asian Producers of High-Brightness LEDs (Taiwan, South Korea, China). Bob has also served as our very active coordinating co-chair for Blue (now SSLS 2006) in 2004 and 2005. Now as President and CEO of eLite Optoelectronics, Bob Walker will again serve as co-chair for SSLS 2006 (we've now dubbed him our "Perennial" Co-Chair) along with Color Kinetics' founder chairman, George Mueller and Dr. Yung-Sheng Liu, VP and General Director Optoelectronics& Systems Laboratories (OES) at the Taiwan Industrial Technology Research Institute (ITRI). The YEBY team members Ella Shum, Danny Noh, our own Alan Thompson, and Anita Draa continue to actively participate with Strategies Unlimited on their upcoming HB LED industry suppliers analysis, which will be expanded this year to worldwide coverage of the field. The latest collaborative effort, High-Brightness LED Glogal Supplier Analysis, is about to go to press and includes in-depth profiles of 74 companies.

So when it comes to LED events, the synergy of SIL 2006 plus SSLS 2006 equal one big very smart and highly influential family. Your participation in this "Insider's Club" is definitely the route to success in the burgeoning field of HB LEDs and Solid State Lighting.

The theme of this year's Strategies In Light conference is Beyond Mobile Phones: Meeting the Challenges of a Changing LED Market. Yes, the field is moving rapidly beyond just the cellphone market. It is moving more rapidly than some may believe into mainstream solid state lighting, with lots of noteworthy application fields in between, as you'll learn in detail at SIL in San Francisco. By the way... if you register for SIL by December 16th (which isn't that far off!), you'll get a $200 discount off the full conference price. Now you can register for SIL online, print out the pdf registration form for registration by fax or mail or simply email lubah@pennwell.com for more information. If you can't remember that, you can easily remember to simply go to "StrategiesInLight.com" and all will be revealed! Well... not all. You'll have to actually attend to get the whole picture. But we can preview a bit of it here for you.

According to Strategies Unlimited, even as it has begun to slow from it's initial "explosion" the HB LED industry has averaged an impressive 46% growth each year for the last three years, outpacing all other semiconductor and optical components markets! Did you know that??? Show that to your broker or shareholders and you'll see why our industry gained such rapid popularity in the business and technical press (and will continue to garner more attention as the real "world changing" applications begin to hit the mainstream. SIL in February of 2006 will focus on some of those hot application fields, including: illumination applications, automotive lighting (including headlamps), backlights for large LCD displays, and LED video screens and aircraft lighting. They'll also get into the current supply trends in Asia - including Taiwan, Korea and China. They'll discuss the new system level LED technologies, product developments from leading LED suppliers and investigate the current state of intellectual property issues and industry financing. In addition the conference will approach the issues of LED lifetime and standards, will review the various national solid-state lighting programs. Last but not least on their itinerary, Bob Steele will present his annual Market Review with an updated five-year forecast. And nobody... I mean nobody, can forecast the global LED industry like Strategies Unlimited! They are indisputably the world's premier provider of LED industry-related market research.

So how about it? Are you ready to get yourself to the famed Hilton Hotel San Francisco February 15th to 17th? If not, get that registration in by December 16th and join the LED Industry Insiders' Club. And while you're making preparations for the start of "The Season", go ahead and start making your plans for May 9-11 in Taiwan for SSLS 2006. That way you'll be one of the key insiders for the entire season. Remember... "Tis the Season" to get ready for The Season.

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