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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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Arima Opto Spins off Laser Diode Business

March 23, 2007...Arima Optoelectronics (Arima Opto), a Taiwan-based LED manufacturer, reported that it will spin off its laser diode manufacturing division to set up a new company called Hua Xin Optronics (transliterated from Chinese), according to the company’s filing with the Taiwan Stock Exchange and Digitimes. The company will focus on LED manufacturing after the restructuring.

Arima began its laser diode business in 1999 with its main partners, Sony and Matsushita. The laser diode division accounted for NT$1 billion, about 32 percent of the company’s revenues in 2006, according to an article in Digitimes. The Chinese language Apple Daily and Digitimes sited sources which said that the company will invite Sony and Matsushita to invest in the new company.

UQM Technologies Wins Supplement Contract to Develop SiC Electric Automobile Controler
CompoundSemi News Staff

March 23, 2007...Power electronics company, UQM Technologies, was awarded a $1 million contract to augment an existing U.S. Air Force contract to convert a conventional one-half ton pickup truck to an all-electric vehicle using advanced technologies. The contract supplement funds the development of an electronic motor/generator controller utilizing silicon carbide. The controller is reportedly being developed for the USAF Advanced Power Technology Office of the 542nd Combat Sustainment Wing at Robins Air Force Base in cooperation with the U.S. Army National Automotive Center and Mississippi State University. The U.S. Air Force expects to field test the controller in the all-electric pickup truck testbeds being built by the UQM and powered by lithium ion batteries. The contract supplement increases the total contract value to $2.83 million and extends the expected completion date to November 30, 2008.

Commenting on the award, Jon Lutz, UQM Technologies’ director of engineering said, “Silicon carbide power modules of the type being developed in this program offer the advantage of substantially higher operating temperatures when compared to traditional silicon modules. This funding supplement will allow us to continue our development of a new generation of motor/generator controllers that use silicon carbide modules and are able to operate in harsher environments. This technology is of significant interest to both military and commercial electric propulsion customers, and we are excited that the Air Force has provided substantial additional funding to move this technology toward commercialization.” Company News Release

Tekcore Set to Produce GaN Blue Laser Diodes with new Aixtron MOCVD Tool
CompoundSemi News Staff

March 22, 2007...Tekcore Co. Ltd. of Nantou, Taiwan has reportedly ordered Aixtron’s MOCVD tool, the AIX 2400G3 HT IC. Tekcore reports that it will use the machine to produce 405nm blue laser diodes. Tekcore offers epiwafers for lighting, displays, backlights, and automotive applications. The follow-on order for the Aixtron system will add to Tekcore’s two Planetary Reactors. Tekcore uses the planetary reactors to produce portfolio high-brightness LEDs in the range of UV to Green (370-530nm wavelength), custom chips, and large area LEDs.

Mr. Nithi Nithipalan, President of Tekcore, commented, "Choosing the AIX 2400G3 MOCVD tool was a straightforward decision, following our long term experience with Aixtron systems. The performance of our Aixtron and Thomas Swan reactors has been exemplary. Now we are preparing to deliver the latest generation of laserdiodes so we need the best available control of material uniformity, thickness, doping, and composition. We are sure the Planetary Reactor backed up by responsive Aixtron service will provide us with the technology, reliability and volume production for the rest of the decade.” Aixtron News Release

Alfalight Wins Army Contract to Develop High-Power Fiber Laser Pump Modules
CompoundSemi News Staff

March 22, 2007...Alfalight a high power laser diode manufacturer of Madison, Wisconsin USA, was awarded a $1.7 million research and development contract from the Army Research Laboratory (ARL) in Adelphi, Maryland. As part of a one-year program called, “Scalable High Efficiency Solid-State Laser” (SHESSL), will enable Alfalight to develop high-power fiber-coupled pump modules suitable for pumping high power fiber laser systems developed in conjunction with ARL.

According to Alfalight, the goal of the contract is to develop very high power pump blocks, suitable for use in building compact and efficient high-power fiber lasers. Alfalight says that its high power-conversion efficiency and spectrally-bright diode material in combination with its reliable packaging technology will drive the high-power fiber-coupled pump modules. Alfalight says the program will result in accelerated laser system development for defense applications and new commercial products well-suited for material processing equipment. Company News Release

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

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

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

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

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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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