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Editorial: What Will They Think of Next?
 
... With people thinking of cellphones as "giveaways" (and therefore "throwaways" when rendered outdated) and with LEDs appearing in everything from footwear to lollipops, what are the brilliant and innovative technologies we've struggled to popularize coming to? Mobile phone shipments are fast approaching the magic "1 billion units shipped"...
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Verigy Prepares to Go Solo; Keith Barnes Takes Over
CompoundSemi News Staff

May 1, 2006...Agilent’s semiconductor test subsidiary, Verigy is preparing to go solo, according to an article in the Coloradoan. The company, which contains Agilent's semiconductor and electronics manufacturing test business, is reportedly preparing its new office in Fort Collins, Colorado USA. As of May 1, Keith Barnes became the president and CEO of Verigy, replacing Jack Trautman. Trautman will continue to serve as a company advisor. The spinoff began the initial steps in the public offering process with the Securities and Exchange Commission on March 9. (Ref: Coverage). The soon to be announced public offering date will likely be sometime in mid-2006. According to the news article, the initial offering will be valued at $115 million. The price for options was not listed, the article indicated, but underwriters include Goldman, Sachs & Co., Credit Suisse Securities (USA) LLC, Cowen & Company and Thomas Weisel Partners LLC.

Group4 and Intrinsic Selected for EE Times' “60 Emerging Startups” List
CompoundSemi News Staff

May 1, 2006...Group4 Labs LLC and Intrinsic Semiconductor are among the new additions to EE Times“60 Emerging Startups” list. According to the EE Times article, the latest version of the list, version 5.0, reflects the current industry, commercial, and technological conditions. EE Times says that companies appearing on the list were selected based on a mix of criteria including technology, intended market, maturity, financial position, and investment profile.

Group4 Labs of Menlo Park, California USA, debuted GaN on diamond substrates in February 2006 (Ref: Coverage), and the company introduced the 2-inch versions of the substrates in early April of this year. (Ref: Coverage). Group4 says that its substrates are between 3 and 30 times more heat conductive than silicon wafers. The devices could be used for high power, high frequency, solid state white lighting, military, and photonics applications. Their main technology allows a GaN layer to be atomically attached to their proprietary, freestanding, polycrystalline chemical vapor disposited (CVD) diamond substrate with a 25 micron thickness. Intrinsic Semiconductor, the other compound semiconductor company on the list, introduced proprietary zero-micropipe silicon carbide (SiC) and 100mm SiC wafers for use in next generation power and radio frequency devices. (Ref: Coverage)

Osram Corp Adds LED Systems Division
Scott McMahan

April 28, 2006...German lighting company, Osram Corporation has established a new LED Systems (LS) division, to fulfill customer needs for LED systems solutions for general lighting, automotive lighting, and display markets, according to an article in LEDs Magazine. The division will work along side the company’s other division, Osram Opto Semiconductor, a maker of LEDs. The new organization is reportedly intended to bridge the gap between customer’s ideas about LED applications and actual lighting solutions. Content continues for LIGHTimes SecondPage members...

Imago Receives $3.4 Million Venture Capital

April 27, 2006...A maker of advanced metrology tools for microelectronics and materials research, Imago Scientific Instruments, announced receiving $3.4 million in equity funding led by Draper Fisher Jurvetson (DFJ), Portage Venture Partners (PVP), and Cipio Partners. According to the company, the capital comes less than 2 weeks following Imago’s acquisition of Oxford nanoScience (ONS) from UK-based Polaron plc. “The acquisition of ONS strengthened our position as the dominant company in the global market for atom probe microscopes,” said Dr. Stultz. “We now have the largest product line, largest installed base, highest revenues, and a dominant intellectual property position in atom probe technology.” Company News Release

Cree Finds Optimism About LEDs In Survey
LIGHTimes Staff

April 27, 2006...Cree announced the results of a new survey conducted at the Light + Building tradeshow in Frankfurt, Germany. According to the Cree poll, 61 percent of respondents believe LED lighting will replace fluorescent lighting in office and commercial spaces within five years. Additionally, the survey found that 50 percent of decision-makers polled at the conference expected LED sales to represent more than half of their lighting sales by 2009. In perhaps an indication of explosive growth in the industry, half of the respondents claimed to have seen a 20 to 60 percent increase in LED lighting applications in their business over just the past six months. Content continues for LIGHTimes SecondPage members...

Aviza Ships Deposition System to Freescale
CompoundSemi News Staff

April 26, 2006...Aviza Technology of Scotts Valley, California USA, announced the shipment of a metal deposition system to Freescale Semiconductor. Freescale, an Austin, Texas-based company, plans to use Aviza’s Sigma fxP system to deposit thick layers of aluminum alloys for its next generation devices. According to Aviza, the Sigma system is a single-wafer cluster tool designed for high-volume physical vapor deposition (PVD) processing. The company says that various process chambers are available for a large variety of specific functions. Key applications for the Sigma include: power applications, interconnect; compound semiconductor, and compound metal applications. Company News Release

TriQuint Announces Q1 Revenue Increase and Bright Outlook for 2006
CompoundSemi News Staff

April 25, 2006...TriQuint Semiconductor headquartered in Hillsboro, Oregon USA, reported that its revenues for the first quarter of 2006 ended March 31, totaled $87.9 million. This represents an increase of 31 percent higher than the same period a year ago and a 4 percent increase over the previous quarter. Commenting on the results for the quarter, Ralph Quinsey, president and CEO, stated, “In the first quarter of 2006, we reached the high end of our revenue guidance and exceeded our earnings guidance.” He added, “Due to our new product success our revenue outlook for 2006 is improving.” The company predicts an overall annual increase in revenue of 34 to 37 percent for 2006.

Quinsey announced that TriQuint won the Preferred Supplier Platinum Award from Lockheed Martin. “This prestigious award is made only to Lockheed Martin suppliers who distinguish themselves by meeting some of the most stringent performance criteria in the aerospace industry.” TriQuint predicts an 8 to 10 percent sequential increase in revenues for the second quarter of 2006 due to increased sales of wireless phones and broadband products. Triquint expanded on its bright outlook when it predicted that increased capacity utilization and yields will likely improve gross margins despite a predicted increase in operating expenses.

Cree Names Interim CFO

April 26, 2006...Cree Inc. located in Durham, North Carolina USA, has named Michael McDevitt, interim CFO and treasurer, effective May 5, according to the an Associated Press article. Michael McDevitt currently serves as the company’s director of financial planning. Cynthia B. Merrel, the current CFO initially announced her resignation in August 2005. The company reported a solid quarter with revenues up 2 percent sequentially, but failed to meet expectations. The company also announced it would not meet revenue expectations for the next quarter. Cree indicated it will continue to search for a permanent replacement. Content continues for LIGHTimes SecondPage members...

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Commentary & Perspective...

What Will They Think of Next?

April 26, 2006...With people thinking of cellphones as "giveaways" (and therefore "throwaways" when rendered outdated) and with LEDs appearing in everything from footwear to lollipops, what are the brilliant and innovative technologies we've struggled to popularize coming to?

Mobile phone shipments are fast approaching the magic "1 billion units shipped" mark this year, according to Strategy Analytics' latest study). Many of the handsets are being given away free when contracting with a wireless phone service, and now we're seeing super-cheap white and blue LED-based products so common that they're being hawked by street vendors in Hong Kong.

What's happening sy the lower end of the CS and SSL product foodchain is sometimes laughable, because they're becoming consumables To qualify as a consumable means that your end product is used up fast. Like in eating it, or throwing it away. Who'd have figured that, when our technologists were first struggling to make GaAs PAs and HB-LEDs affordable and long lasting that they'd end up "consumables"? End products based on our seemingly sophisticated CS and SSL technologies have not only reached the throwaway stage, some are actually being consumed by kids. And I literally mean, "consumed."

We all know that LEDs are in kids shoes now. If you haven't seen them on a kid yet, you certainly saw them wielded in Cree chief, Chuck Swoboda's hand at Blue 2005 in Taiwan (the predecessor event to our upcoming SSLS 2006) when he put Wal-Mart on report for selling knockoff blue spectrum LED-based products. Well, even further down the value chain, our intrepid news editor, Scott McMahan, recently spotted LED-embedded flip flops on a girl in Austin. (Scott's very good at checking out girls in Austin). And when checking in with OptoLum chief, Joel Dry... who knows of all things LED-based, everywhere in the world (OptoLum specializes in very impressive high end custom apps)... Joel answered his cellphone from a bar in Hong Kong and reported that hawkers are now selling LEDs in the Asian streets these days.

Closer to home, I happened to be surfing the TV and came upon a report on the Food Channel about LEDs being embedded in kids lollipops. The product is called "LitePop" and it's an interesting case study as to just how far people are reaching these days to create new uses for our industry's advanced LEDs. Take a look for yourself at www.LitePop.com. I'm not kidding. This San Diego, California USA company is actually making lollipops for kids that have even blue spectrum LEDs embedded in them so that a kid can play around their neighborhood after dark with a stick of candy that lights up like a flashlight. Cost for all LitePop's products.... which includes lighted CDs on a stick (DiscPop), sell for between $1 and $3. It seems the inventor of LitePops conceived the idea in 1998 when his kids were playing outside in the evening. One of neighborhood kids was sharing candy treats while other kids clamored for more light in the dark. LitePop LLC now has over 80 products covering 5 categories in production and distributes worldwide.

My main concern with the lollipop application is that, when we were kids, our parents constantly warned us about running around with a stick of candy in our mouths. Day or night. Not that we obeyed, but the caution was valid. And here a company is encouraging such a practice. At least LitePop kids will have a light in their mouth to clearly show them what it is they're falling into when the inevitable mishap occurs. I can see the cynical scene at the emergency room hospital: "Hey look, the dang thing stayed lit all the way down the kid's throat!" Maybe we're on to a new, inexpensive light-guided, "interactive" medical procedure. And maybe that's why LitePop LLC is marketing their products as "interactive candy." Whatever... LitePops are selling, and kids appear to like (as well as lick) them. The company's biggest challenge was evidently dealing with saliva getting on the electronics. Obviously the LED has a longer lifetime than the lollipop, so maybe the remaining LED embedded stick could be used as a toy flashlight? Now that would be a good marketing point.

Speaking of medical apps... here's one pictured, for example, from Philips for light therapy. I'm sure it helps the woman's stated Crigler-Najjar-syndrome and applaud its introduction. But imagine what she looks like coming into her kids room at night to check on them? Pure space creature. It would scare the living daylights out of them! I think Philips still has a way to go on this one.

I'm still waiting to hear that someone has figured out how to make fairy lights wireless... maybe designed to be thumb tacks that work on the same principal as RFID tags for livestock. Just press a scanner and the passive components come to life and twinkle all over your yard. Now that would be cool... and the direct opposite from scary.

Unusual applications for the core products the CS and SSL industries create are fun to read about, look at, and talk about. It's what brightens up an otherwise ordinary work day. Personally, I never fail to be amazed at what systems integrators will come up with next from our wonderful world of CS and SSL technologies. And remember, these bread and butter high volume and often unanticipated products keep those MOCVD machines grinding out product. So I guess there's no such thing as a "bad app." Weird, maybe... but never bad.

If you have news or views to share about the compound semiconductor, LED or solid state lighting industries
contact our Publisher, Tom Griffiths
His direct tel in Austin is +1-512-257-9888

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