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Editorial: Solar Market Revenues Set to Blast Off With Help From Earthbound Solar Cells
 
... In this column our News Editor, Scott McMahan will discuss the latest developments and outlook for the solar cell market... Increasing oil prices around the world have naturally led governments and consumers to seek alternative sources of energy. One of the most promising alternative energy sources is the...
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Color Kinetics Awarded Costs and Attorney Fees in Super Vision Case
Scott McMahan

May 15, 2006...In what the presiding judge called an “exceptional” patent litigation case, LED technology company, Color Kinetics of Boston, Massachusetts USA, was awarded costs and attorney’s fees in its case against Super Vision. Color Kinetics estimated the costs and attorney fees over the four years of litigation totaled $1.4 million. (Ref: List of Related Articles). According to the judge's ruling, "I conclude without hesitation that this case is 'exceptional,' and that Super Vision has perpetrated a 'gross injustice' by its egregious abuses of the discovery phase and vexatious litigation strategy. An award of attorneys' fees is appropriate to remedy the 'gross injustice' Color Kinetics has suffered at the hands of Super Vision's vexatious and bad faith litigation."

Bill Sims, President and CEO of Color Kinetics said , "We are very pleased with the Court's decision, as the order provides satisfying vindication for Super Vision's behavior over the past four years." According to the ruling, “Color Kinetics moves for attorneys' fees on the unusual condition that it waive its claims as to damages and willful infringement.” Color Kinetics said it will request that the court issue a permanent injunction against infringement of the asserted patents. LIGHTimes SecondPage members can access the extended version of the article.

Bookham Division To Showcase Electro-Optic Products at CLEO 2006

May 15, 2006...A division of optoelectronics company Bookham, New Focus is expanding its offering of what it calls its Simply Better photonics solution including a range of new laser and electro-optic products to be launched at CLEO 2006. New Focus is featured a new line of electro-optic modulators that incorporate a patent-pending design to achieve twice the efficiency over traditional modulators. The modulators come in new KTP versions which the company says offer five times the optical damage thresholds of lithium niobate modulators.

The other products to be on display include:Avalanche photodiode (APD) receivers, stable wave and velocity tunable lasers, and picomotor actuators. The Avalanche Photodiode (APD) receivers are new high-speed photoreceivers designed for ultralow-light-level detection applications. The StableWave and Velocity Tunable Lasers reportedly have more than double the selection of StableWave tunable lasers, new models of the New Focus Velocity tunable lasers and new low-noise Velocity laser controllers. New Focus is also showcasing their tiny picomotor actuators that are designed specifically for remote-actuation applications. Company News Release

Crystal IS Announces Release of Native 2-Inch AlN Substrates

May 15, 2006...Crystal IS of Washington D.C. has announced the release of 2-inch native aluminum nitride (AlN) wafers at the Optoelectronics Industry Development Association (OIDA) Nitride LED and Laser Technology Forum in Palo Alto, California USA, May 11th. The company says the technology is especially suited for ultraviolet (UV) solid state lighting and lasers and next generation RF power transistors. According to the company, the primary applications for the substrates include: architectural lighting, backlighting, automobiles, and emerging applications in medicine, projectors, biosensors, and general pupose lighting. The company said that the optoelectronics and solid state lighting industry experts at the OIDA Forum discussed the current market from nitride-based optoelectronic components such as: high brightness (HB) LEDs and solid state ultra violet (UV) sources. Additionally, the forum reportedly covered the technical benefits of various crystal growth and substrate technologies, the future of high efficiency UV and green LEDs and lasers, packaging, thermal effects for nitride based LED laser sources, the lack of standards in these areas, and issues surrounding the intellectual property of the technology. Company News Release

SatCon Announces 2.3 Megawatts of Total Inverter Purchase Orders; Losses Narrow for Quarter
CompoundSemi News Staff

May 11, 2006...SatCon, a power electronics company headquartered in Boston, Massachusetts USA, has reportedly received multiple purchase orders from four new customers for 13 commercial grade inverters. The total output of the inverters in the orders comes to 2.3 megawatts (MW). The company said the total includes an order from one of the largest photovoltaic integrators in North America. Another customers was operating a trial unit, decided to purchase a follow-on order for three commercial grade inverters. David Eisenhaure, SatCon’s Chairman and Chief Executive Officer said that he expects the percentage of the company’s annual revenues coming from photovoltaic inverters to double this year to 20 percent. Company News Release

In other company news, the company reported a 15.5 percent lower net loss for the quarter for the second quarter of fiscal 2006 compared with same quarter a year ago. “I am pleased with the progress we are making towards transitioning into a products-oriented business,” commented David Eisenhaure, chairman and CEO. “I am also encouraged by the market reception for our alternative energy products. Our commercial grade solar inverters continue to gain market traction and represent approximately 15 percent of our total corporate revenues for the year-to-date, compared with 10 percent in the prior year.” Company Earnings Release

Osram Claims Laser Bar Breakthrough
CompoundSemi News Staff

May 11, 2006...Osram Opto Semiconductors reported that that a collaboration with laser specialists Dilas Diodenlaser GmbH achieved a laser bar performance breakthrough. Osram claimed that its laser bars have set a new world record of 808 nanometers (nm) with an optical output of 120 watts (W). The collaboration is part of the Brilliant High-Power Laser Diodes for Industrial Applications (BRILASI) research project. The BRILASI project was initiated by the Association of German Engineers, an agency of the German Ministry for Education and Research, to develop highly efficient and reliable diode lasers for industrial applications. Osram Opto Semiconductors serves as the project's coordinator. Additional members of the project team include laser system specialists and representatives from research institutes.

According to Osram the high-performance laser bars prototypes are for a new generation of diode lasers which are designed primarily to pump solid-state lasers in applications such as automobile industry welding. Osram touts the laser bars increased system output with the same service life or smaller, more reliable systems with the same output. The company says that diode lasers can now perform the applications previously reserved exclusively for solid-state lasers such as surface processing. "With output of 120 W, these new lasers will double the value achieved for current 808 nm wavelength solutions," said Ellen Sizemore, North American director, LED and IR Products Group, Osram Opto Semiconductors. "This ten-percent efficiency increase is a direct result of the combined efforts of Osram's expertise in chip fabrication and Dilas' skills in assembly and cooling systems." Company News Release

Cree Signs Supply Agreement With Seoul Semiconductor; Enters Patent Cross-Licensing Agreement
Scott McMahan

May 9, 2006...Cree Inc. of Durham, North Carolina USA, announced that it has signed a five year supply agreement and has entered into a patent cross-licensing agreement with Seoul Semiconductor. The patent cross-licensing agreement gives Seoul Semiconductor, a Korean-based company headquartered in Seoul, the right to use Cree’s white LED patent (US patent # 6,600,175). During the first five quarters of the agreement, Seoul Semiconductor has committed to purchase a minimum of $40 million of Cree LED products. According to Cree, commitments for subsequent periods will be negotiated annually. The agreement extends through June 2011. Cree says that an extension of up to five years is possible if certain sales conditions are met. Content continues for LIGHTimes SecondPage members...

Emcore Posts Strong Earnings in All Business Segments

May 9, 2006...Emcore reported that revenues for the second quarter of fiscal 2006 which ended March 31, were $41.2 million. This is an increase of 35 percent from the $30.4 million reported in the second quarter of fiscal 2005 and an increase of $1.3 million, or 3%, from the $39.9 million in the previous quarter. According to the company, all three of its operating segments, Fiber Optics, Photovoltaics and Electronic Materials and Devices, posted revenue increases year over year. Sequentially, Fiber Optics and Electronic Materials and Devices showed a slight revenue increase, while Photovoltaics experienced a marginal revenue decrease of 4 percent. During the quarter the company received the final earn-out payment from the sale of the equipment division to Veeco Instruments in 2003. Emcore also completed the acquisition of K2 Optronics, an optical communication and laser company, during the quarter. (Ref: Coverage).

Mr. Reuben F. Richards Jr., President & CEO commented, “On the terrestrial solar front, we are excited about our prospects. We have bids out on approximately 40 megawatts of installations with contracts to be awarded in 2006 for installations beginning in 2007. Meanwhile, we are presently working with other customers and have made initial shipments of terrestrial based solar cells to 5 solar concentrator companies, including the 2 major system manufacturers in Europe and Asia.” Quarterly Earnings Report

Sensors Unlimited, Goodrich Corp. Introduces New Shortwave Infrared Camera

May 8, 2006...Sensors Unlimited, Goodrich Corp., a maker of shortwave infrared components, cameras, and systems utilizing indium gallium arsenide (InGaAs) technology, has introduced a new shortwave infrared (SWIR) windows snapshot camera. The SU640DWH-1 high resolution camera reportedly comes with proprietary image ananlysis software. According to the company, the camera is ideal for near-infrared imaging applications such as image capture of fast-moving objects, SWIR motion analysis, and thermal imaging of combustion or rocket plumes. The camera can also be used for machine vision, pulsed laser beam profiling and other applications where advanced windowing test and functionality is required. Company News Release

Filtronic plc In Talks to Sell Wireless Infrastructure Businesses

May 8, 2006...Filtronic plc of London reported Friday that it is in talks to sell its wireless infrastructure businesses to US group, Powerwave Technologies Inc. Specifically the exclusive talks are to sell the transmit and receive module and power amplifier businesses to the US company, according to an article by Reuters news service. The company however indicated that the sale was still uncertain. In January company CEO, John Roulston quit. A company spokesman told Reuters that Filtronic had not yet found a new CEO. Sales of the company stock which had gone down 25 percent since January, reportedly rose 15 percent as of London’s market close on Friday.

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Commentary & Perspective...

Solar Market Revenues Set to Blast Off With Help From Earthbound Solar Cells
Scott McMahan

May 10, 2006...In this column our News Editor, Scott McMahan will discuss the latest developments and outlook for the solar cell market...

Increasing oil prices around the world have naturally led governments and consumers to seek alternative sources of energy. One of the most promising alternative energy sources is the extended utilization of compound semi-based (CS) solar cells for terrestrial applications. Recent advances in the efficiency and manufacturing technology as well as a number of key market conditions have put the market on a rocket launch pad ready for take off with a few key companies at the helm.

Spire Corporation, a provider of solar cell module manufacturing equipment, announced that its wholly owned subsidiary, Bandwidth Semiconductor, would begin offering customized gallium arsenide (GaAs) solar concentrator cells. The customization options include: operating temperature, cell size, and concentration. Unlike traditional solar cells, concentrator cells use lenses and optics to “concentrate” more sunlight onto the surface of the solar cells. (Ref: Coverage). Additionally, this month Spire announced the completed installation of its SPI-Line turnkey photovoltaic (PV) module assembly line for the alternative energy company, Unison Co., Ltd. (Unison) of Chonan-City, Korea.

Spire Corporation, a pioneer of MOCVD and CS epitaxy technology, has been in the solar cell business for more than 25 years, whereas Emcore formed its photovoltaic division in 1998. Spire's efforts were primarily silicon based for terrestrial applications, but with the repurchase of Bandwidth, it was reputed to be only a matter of time and tech advancement before Spire married their solar experience to their original CS epi prowess. Emcore’s first solar cells were produced in 1999 and CS-based from the start, targeted at space applications. In the 1980s, 80 percent of solar cells on satellites came from silicon. Today, according to an Emcore presentation, 80 percent of solar cells used in satellites are multijunction cells.

GaAs solar cells reportedly allow higher efficiency than silicon solar cells. Tandem, also known as multijunction solar cells, use multiple material layers of specialized materials including compound semiconductors. As Emcore has proved, CS-based cells produce significantly greater efficiencies, but are more expensive to manufacture. There is also the class of solar cells known as thin film solar cells. These can be made from materials such as: cadmium telluride, copper indium diselenide or thin layers of silicon. (Ref: Georgia Tech Solar Report). In February of this year Emcore was subcontracted to participate in a Defense Advanced Research Projects Agency Very High Efficiency Solar Cell (VHESC) program which will attempt to more than double the conversion efficiency of solar cells to more than 50 percent over the next several years. (Ref: Coverage).

Emcore reported in its quarterly financial results conference call that orders for space solar cells were up 31 percent year over year. Emcore also eported receiving commercial orders for terrestrial solar cells from five concentrator solar cell companies including the largest two in the field. Rueben Richards, company president and CEO stated, “We are finalizing commercial terms with these two companies as well as others, and it appears that revenues for terrestrial applications at a solar cell level will begin to ramp at the end of this quarter.” He added, that EMCORE has bids out on approximately 40 megawatts worth of fully funded installations. Included in that total are four projects ranging in scale from 1 megawatt to 19 megawatts. Richards indicated that a couple of the projects are government-related, and a couple are utility-related. According to Richards, the contracts are expected to be awarded in 2006 with work probably starting next quarter for installation in 2007. Richards also pointed out that China and India will be important markets for solar cells, and that Emcore is negotiating strategic alliances in both countries. (Ref: Conference Call Transcripts).

Heliovolt is another company has entered into the thin film solar cell market. The president and CEO of the company, B.J. Stanberry, is a former engineer at Boeing who helped in the development of Boeing’s record breaking thin film cells. The company has developed a method for integrating thin film solar cells directly into construction materials. The company employs a special technology to deposit copper indium gallium selenide directly on contruction materials. Heliovolt recently opened its new manufacturing and office facility in Austin, Texas.(Ref: Coverage).

With increasing fossil fuel prices, it is only logical that energy companies and consumers will be looking for alternatives. The solar energy segment will likely explode over the next few years. The markets for the technology in most of the world are merely in an embryonic stage of development. The majority of the market expansion will likely come from the new technology such as multijunction and thin film technology. Furthermore, solar cell prices per watt have actually increased in recent years. There are also reported shortages of silicon and polysilicon. Therefore, I believe the market indeed has the perfect conditions for fast expansion.
--Scott McMahan, News Editor

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