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Editorial: Strategies in Light 2007 -- Highlights
 
... LIGHTimes Senior Editor, Alan Thompson gives our readers an overview of the Strategies in Light conference last month. Held in the cavernous San Jose Convention Center, attendance this year exceeded 600, for a 50% increase over the past two years, better than the somewhat sluggish industry growth over...
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Satcon Reports Agreement to Enter Alternative Energy Market in Spain

March 20, 2007...SatCon Technology Corporation of Boston, Massachusetts USA, reports that it has signed a memorandum of understanding (MOU) to establish a local presence in Spain. The agreement is with International Master Technologies I+Tec, an energy solution provider of Spain made up of several large multinational corporations with multiple alternative energy projects in Spain. SatCon points out that over the last three years it has expanded its market share of the photovoltaic market in North America. The overall photovoltaic market is expanding in Europe, and SatCon wants to establish a European base from which to expand into the European market.

"We continue to implement our strategy to focus our Stationary Power Systems business on both alternative energy systems and energy efficiency solutions, and I am pleased to be working with International Master Technologies I+Tec to implement our plans for Spain and other markets," said Clemens van Zeyl, President of SatCon's Stationary Power Systems Division. "Spain is a rapidly growing market for photovoltaic power plants and alternative energy in general, and is a key country within the European Union for SatCon to have a presence." SatCon News Release

Cree Ships GaN HEMTs for WiMAX With Improved Efficiency

March 20, 2007...Cree reported that it is shipping samples of its three new gallium nitride (GaN) high electron mobility transistors (HEMTs). According to Cree, the ROHS compliant HEMTs offer high gain and wide bandwidth and provide linear power and efficiency for WiMAX applications between 2.3 GHz and 3.9 GHz. The HEMTs are optimized for high efficiency. The CGH27015S comes in a 3-mm x 3-mm plastic over-mold QFN package. It typically produces 2.5 watts of average output power and 28-percent drain efficiency over the frequency range of 2.3 GHz to 2.9 GHz. Cree says that the HEMT has a 40-percent improvement in device efficiency when compared with conventional technologies such as silicon LDMOS or GaAs under WiMAX signals and requirements (802.16-2004).

Cree says that the the CGH35015S HEMT, with a 50 percent improvement in device efficiency over traditional LDMOS or GaAs under WiMAX, it has an over-mold QFN package and typically produces more than 2.5 watts of average power and 28-percent drain efficiency with typical small-signal gain of 13 dB over the frequency range of 3.3 to 3.9 GHz. Additionally, the CGH35030F transistor provides 4 watts of average power with 23-percent efficiency over the 3.3 to 3.9-GHz frequency range. Company News Release

Kyma Technologies and Osemi Inc. to Partner at Semicon China
CompoundSemi News Staff

March 20, 2007...Kyma of Raleigh, North Carolina USA, and Osemi Inc. of Cannon Falls, Minnesota of the USA, will help market each others products at Semicon China, later this week in Shanghai, China. Kyma Inc. is a maker of gallium nitride (GaN) and aluminum nitride (AlN) substrate products, and Osemi Inc. of is a maker of CS materials, equipment, devices, and services. Osemi has been marketing Kyma’s crystalline GaN and AlN substrate materials, products and related services since mid 2006.

David Braddock, founder and CEO of Osemi, and Keith Evans, president and CEO of Kyma, will both be on hand at Osemi’s tradeshow exhibit booth to answer questions and discuss Kyma’s growing product line of low defect density gallium nitride (GaN) and aluminum nitride (AlN) substrates and related products and services. Kyma News Release

Aviza Technology Announces Order for PVD System
CompoundSemi News Stafff

March 20, 2007...Aviza Technology of Scotts Valley, California USA, reported that it received an order for its Sigma fxP physical vapor deposition (PVD) system from Cension Semiconductor Manufacturing Corporation in Chengdu, China. The Cension Semiconductor Manufacturing Corporation foundry is managed by SMIC. SMIC Tianjin accepted Aviza’s Sigma fxP system at its foundry during the third quarter 2006. SMIC used the system for processes including aluminum (Al) layers and liners under tungsten (W) plug in addition to the deposition of extrusion free, thick Al layers.

"We have been pleased with our ongoing collaborative effort with Aviza Technology, as the Sigma fxP has demonstrated the production worthiness and flexibility that allows us to run a much wider range of processes," said Marco Mora, Chief Operation Officer at SMIC. "In addition, the Aviza team has proven that they can service and support the installations across regions." Aviza News Release

Hydro to Purchase Stake in Ascent Solar
CompoundSemi News Staff

March 16, 2007...Norsk Hydro ASA (Hydro) of Oslo, Norway, an energy producer, has signed an agreement to acquire a 23 percent stake in Ascent Solar of Littleton, Colorado USA. Under the terms of the agreement Hydro will purchase 23 percent of the total outstanding shares of Ascent Solar’s common stock for $9.2 million. Also under the agreement, Hydro will be entitled to purchase up to an additional 12% of the outstanding shares and a corresponding proportion of Class A and Class B warrants. Ascent Solar has developed a thin and flexible solar cell technology using copper, indium, gallium, and selenide (CIGS). The CIGS material is made into a foil that is encapsulated in a protective material. This produces solar cells that can be rolled, bent, or applied to curved surfaces.

Ascent Solar’s solar cells convert sunlight into electricity using an active layer that is merely three micrometers thick (three thousands of a millimeter); conventional solar cells have an active layer measuring 200 micrometers. Ascent Solar was reportedly spun off from a commercial R&D company, ITN Energy Systems Inc in 2005. Ascent Solar raised $16.5m in an initial public offering in July 2006. The company has plans to build a 1.5 MW pilot plant in 2008. Then in 2010 it will begin mass producing solar cells from a 25 MW capacity plant. Hydro indicated that the low weight and the many applications of the thin-cell technology attracted it to the company. Norsk Hydro News Release

Sharp Plans High-Power Blue-Violet Laser Diode Production
CompoundSemi News Staff

March 16, 2007...Sharp Corporation reported that it will begin volume production in May of the 210 mW, High-Power Blue-Violet Laser Diode called the GH04P21A2G. The company says the device achieves the world’s highest output. Sharp contends this performance will enable high-speed 6X recording on next-generation dual-layer Blu-ray Discs (BD) and HD-DVDs. This year, the first Blu-ray and HD-DVD players and recorders hit the market. Nichia totally dominates the blue-violet laser diode market today. However, it has come up short in supplying the demand for the Sony PS3 video game system.

Sharp says that the market for next-generation DVD recorders, players, and PCs will soon take off. For this reason the demand for blue laser diodes, a key component in both HD-DVD and Blu-ray player and recorder formats, will also greatly increase. Sharp reports that its GH04P21A2G uses the latest crystal growth technology developed for infrared, red, and blue-violet low-power laser diodes. The compoany’s newly developed laser chip has a proprietary facet structure and a high power output of 210 mW that it says would be capable of high-speed recording for the next generation of DVDs. The GH04P21A2G features what sharp says is an industry leading service life of 10,000 hours. Sharp News Release

Aixtron Reports Stellar Year for 2006
CompoundSemi News Staff

March 16, 2007...Aixtron of Aachen, Germany, a semiconductor deposition equipment manufacturer, reported financial results for the entire year 2006. Aixtron’s revenues jumped 23 percent year over year to EUR 171.7 million (about USD$228.6 million). The company sited its newly launched products and the integration of Genus Inc. as catalysts for the revenue increase. (Ref: Coverage). Profits for the year were Euros 5.9 million (about USD $7.8 million). The company performed better than its initial expectation of breaking even for the year. Asian sales made up 79 percent of the company's revenues for the year. European sales made up 13 percent and U.S. sales were 8 percent of the revenue total. Among the biggest improvements for the year, the company pointed to compound semi equipment sales which skyrocketed 79 percent for the year. Aixtron says LED manufacturers were the main sources of the compound semi equipment sale increase. According to the company, makers of memory applications helped drive sales of silicon CVD equipment up a solid 11 percent for the year.

Aixtron says it expects that 2007 revenues will remain at a healthy level both for the compound and silicon semiconductor applications. Having what Aixtron considers a healthy order backlog as of December 31, 2006 of EUR 85.1 million (about USD$113.3 million), the Company predicts sales revenues in a range of EUR 190 million and EUR 200 million (between about USD $252.9 million and USD $266.3 million) for 2007. Aixtron Financial Results for full year 2006

CCMP Capital to Acquire BOC Edwards

March 13, 2007...CCMP Capital has agreed to acquire BOC Edwards, a manufacturer of vacuum equipment for the semiconductor industry. CCMP Capital will purchase the business from the Linde Group that currently owns BOC Edwards. The deal is valued at €685m ($903 million), with an additional payment of €65m (about $86 million) if CCMP Capital is successful in developing the business and subsequently exiting its investment. The acquisition is about a year after the Linde Group acquired BOC Edwards in a transaction in 2006. CCMP Capital Advisors and CCMP Capital Asia are acquiring the main vacuum and semiconductor equipment business of BOC Edwards. However, the pharmaceutical division will remain a subsidiary of The Linde Group. BOC Edwards News Release

Philips to Acquire TIR Systems Ltd.
LIGHTimes Staff

March 13, 2007...Royal Philips Electronics (Philips) agreed to acquire TIR Systems Ltd., a maker of LED luminaires headquartered in Vancouver, British Columbia, Canada. Under the terms of the agreement, Philips will purchase 100 percent of the outstanding shares of TIR at C$1.60 (USD 1.37) per share. Additionally Philips will pay TIRs debt (debentures) at a rate of C$1,230.77 per C$1000 (about USD$1052.93 per $855.51)of the outstanding principal amount.

Philips will own TIR’s Lexel technology. Lexel is a series of design innovations for all of the major components of white LED luminaires. The design innovations include advances in thermal management, optical design, feedback, and drive technology. Philips hopes to capitalize on TIR’s IP portfolio and its product lines. According to TIR the full value of the transaction is about C$75 million (about USD$64.2 million). Content continues for LIGHTimes SecondPage members...

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Commentary & Perspective...

Strategies in Light 2007 -- Highlights
LIGHTimes Senior Editor, Alan Thompson Ph.D.

March 19, 2007...LIGHTimes Senior Editor, Alan Thompson gives our readers an overview of the Strategies in Light conference last month.

Held in the cavernous San Jose Convention Center, attendance this year exceeded 600, for a 50% increase over the past two years, better than the somewhat sluggish industry growth over this time frame. Once again Strategies Unlimited put on a great program, and rather than trying to cover every presentation, I’m going to give the highlights as I see them. Bob Steele, besides organizing and serving as conference chair, gave his usual comprehensive market overview and forecast. He stressed newer applications that will power future growth and predicted a return to a healthier growth rate of 17% over the next 5 years, resulting in a $9B market in 2010. Mobile appliances will take a decreasing share, while signals/displays will grow to one third of this total. General illumination will show the fastest growth and command $1B in 2010

Neil Hunter is Chairman of LED Lighting Fixtures (and co-founded and led Cree for many years) and appealed to the audience to give realistic performance numbers. Unmet expectations will delay the market for LEDs, a theme echoed by an all star panel (DOE, Cree, Nichia, Osram and Philips/Lumileds) later in the day. Several speakers touched on this, sparked by the numbers war and poor luminaire performance reported by DOE. The sorry status of CFL lamps in the USA is an important history lesson. Neil reported LLF is introducing a downlight giving 650 lumens at 60 lm/W wallplug efficiency in real world conditions (i.e typical manufacturing rather than “hero” lab numbers)

Backlighting of LCD panels via LEDs was a hot topic and addressed by several speakers. The advantages of higher light quality, better lamp life and thinner displays are currently offset by higher cost, thermal management problems and some reliability concerns. They have a strong position for smaller screen sizes (mobile appliances) and are pushing into notebooks/monitors and large TVs. An alternative approach was offered by Bob Karlicek of Luminus, whose high brightness light engines are rapidly replacing HID lamps in rear projection TVs. These generate thousands of lumens at 100-200 W. He outlined how they are also being applied in projectors and for edge lighting large LCD screens

LEDs continue their push into automobiles, with large volumes and newer applications promising significant market opportunities. This year at least two manufacturers have announced complete headlight solutions using LEDs in production cars

Lastly, the theme of standards was definitely on everyone’s mind, and Kevin Dowling gave a comprehensive overview of who is doing what in this arena. The need for real numbers and easy comparisons between different types of lighting for the luminaire manufacturers and consumers remains a point we ignore at our peril. If we pay attention, large and growing markets will be ours to participate in.

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