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Editorial: BLUE 2007 Tackles the End System Challenges
 
... Have you registered for BLUE 2007 yet? If not, better get at it! BLUE gets underway in Hsinchu, Taiwan before you know it. It begins April 17 at the Ambassador Hotel with a pre-conference workshop, and the main event begins Wednesday, April 19. This year we've divided BLUE into...
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Noted Japanese Market Researcher and GaN Substrate Expert Last Minute Adds to Taiwan BLUE 2007 Speaker Lineup
Jo Ann McDonald, founding editor

April 12, 2007...We're thrilled to announce two last minute additions to this year's superb lineup of speakers at the 5th Annual Solid State Lighting Suppliers Conference (SSLS), otherwise known as BLUE 2007. The event runs from April 17th through 19th at the Ambassador Hotel in Hsinchu, Taiwan. Additions to the agenda are noted Japanese market researcher, Takaaki Maehara, of the famed Nomura Research Institute (NRI) in Japan whose specialty is the Japanese LED market. Mr. Maehara is with the Information & Communication Industries Consulting Division of NRI. Also newly added to the BLUE 2007 speaker lineup is Dr. Keith Evans, president and CEO of Kyma Technologies, a noted USA advanced compound semiconductor substrate developer. Dr. Evans is an expert on all phases of the native GaN and AlN substrate R&D and market scene as well as the entire spectrum of competitive substrate technologies.

Mr. Maehara will share with our largely Taiwanese audience of SSL suppliers the expertise on the Japanese market NRI has long been noted for. He will also provide the kind of expertise current and prospective suppliers to Japanese LED makers and systems integrators sometimes find difficult to obtain. Mr. Maehara will present an overview of the Japanese market, outline recent activities of Japanese LED vendors, and relate to the audience current and future needs of the burgeoning Japanese SSL marketplace. Although his is a largely a business-oriented presentation, due to travel constraints Takaaki Maehara will present his findings on Wednesday in the late morning, during the Technology Forum portion of BLUE 2007. Dr. Evans will address the pending "GaN substrate wars" head-on in his talk, outlining the many and varied flavors of GaN substrates currently on the market, the market opportunities for improved substrates for current and future commercial devices (which is significant), along with a prognosis of how the competition is likely to become even more fierce in the near future. Dr. Evans' talk is being slated for the late morning on Thursday, April 19th, during the Business Forum, but he will be available both days of the conference to discuss the topic of GaN substrates as well as the USA and international research and development scene with his fellow attendees to BLUE 2007 in Taiwan. Consult the BLUE 2007 updated agenda for exact times of these and other talks, and the BLUE 2007 website for particulars of attending and registering for this outstanding Taiwan LED event.

EpiWorks Completes Phase I of 6-Inch HBT Wafer Capacity Expansion
CompoundSemi News Staff

April 12, 2007...EpiWorks Inc. of Champaign-Urbana, Illinois USA, which offers epitaxial wafer products for optoelectronics and wireless applications, reports that it has completed Phase I of its capacity expansion plan. According to the company the expansion at its production facility in Champaign, Illinois boosts its production capacity of 6-inch HBTs to over 50,000 wafers per year. The production equipment was purchased last summer, and wafers from the equipment are being qualified by EpiWorks’ customers.

The company offers both 4- and 6-inch InGaP HBT production. "Demand for our InGaP HBT technology has increased steadily over the past two years, and we are very pleased to have successfully completed the first phase of our capacity expansion in an aggressive time-frame. We expect to fill the new capacity by the end of the year, and, as this new capacity fills, we plan to begin our phase II expansion. This will double our capacity by 2009 to over 100,000 6" wafers/year," said Quesnell Hartmann, President at EpiWorks.

Dr. David Ahmari, Executive Vice President at EpiWorks.points out that the switch to MOCVD-produced PHEMT and integrated HBT/FET technologies may spawn a large increases in demand for the company’s wafers. Dr. Ahmari added, "We believe that our advanced technology and ability to interact at a high-level with our customers will continue to enable further, rapid advancements in our materials technology." Company News Release

HRL Claims W-Band GaN Breakthrough
CompoundSemi News Staff

April 12, 2007...HRL, an R&D laboratory in Los Angeles that is owned by Boeing and General Motors, reports that it has demonstrated a gallium nitride (GaN) MMIC which will enable GaN-based W-Band wireless devices. HRL points out that previously, W-band(75 GHz to 110 GHz) devices had to be made with indium phosphide (InP) and gallium arsenide (GaAs). These had the limitation of temperature and had short channel effects. The company says it expects to have a 300 percent increse in range using GaN components in a W-band communication system. If used in radar, the company contends that it can have a 70 percent increase in range. Furthermore, according to the company, MMIC’s with GaN offer 5-times the power density of corresponding InP or GaAs MMIC’s.

HRL said that high power and low noise are key attributes of the heterostructure field effect transistor (HFET) structure that has enabled the HRL GaN MMIC advance. The devices in general will allow the faster tranfer of information and lighter antennae. According to HRL, GaN-based W-band applications include all-weather radar, surveillance, and reconnaissance, as well as the high-speed wireless data links that are allocated across the W-band. Company News Release

AOI Raises $28 Million in Series E Funding Round
CompoundSemi News Staff

April 12, 2007...Applied Optoelectronics Inc. (AOI), a private company that manufactures laser diodes and is headquartered in Sugar Land, Texas (near Houston) USA, reports raising $28 million in capital through private placement. The company says it will use the funding to expand product development and capacity. Since the company’s inception in 1997, it has reportedly raised $68.9 million in funding.

AOI points out that it is a vertically integrated company which combines design, wafer growth, processing, packaging, and module design to produce semiconductor components and modules. Dr. Thompson Lin, founder, president and chief executive officer of AOI commented, “As the telecommunications industry continues to grow, this investment will better position us to serve the needs of our customers and strengthen our market leading position.” Company News Release

Aixtron Gets Samsung MOCVD System Order for Blue and White LED Production Ramp Up
LIGHTimes Staff

April 12, 2007...Samsung of Korea plans to step up production of blue and white gallium nitride (GaN) LEDs, Aixtron indicated. Samsung Electro-Mechanics Co., Ltd. (SEMCO) has purchased two AIX 2600G3HT GaN metal organic chemical vapor deposition (MOCVD) systems. The systems will go into SEMCO’s facilities in Kyungki-Do, South Korea.

The company says it has been happy and satisfied with the performance of the Aixtron Planetary Reactors systems that it has been using, but to keep up with demand for blue and white LEDs the company decided to order the two new MOCVD systems. Content continues for LIGHTimes SecondPage members...

BluGlass Boasts of Huge Savings of GaN on Glass
CompoundSemi News Staff

April 10, 2007...BluGlass of Australia reports that an independent assessment commissioned by Wright, Williams, & Kelly Inc. found that its remote plasma CVD (RPCVD) process for deposition of GaN on glass substrates can cut the cost of manufacturing GaN-based devices. BluGlass says the report shows that its process can yield up to 48 percent savings for LED epi on 2-inch diameter glass substrates compared to standard MOCVD on 2-inch sapphire substrates. Additionally the BluGlass points to a 70 percent reduction in material costs (largely because of the difference in price between sapphire and glass substrates and utilizing nitrogen instead of toxic ammonia.).

Additionally, BluGlass says that because of the greatly reduced temperature requirement of 700 degrees Celsius instead of around 1000 degrees Celsius for conventional MOCVD, the operating cost over the useful lifetime of a reactor (about 7 years) is about $8 million lower. Company Investor Presentation

JDSU Appoints Optical Communications President; Introduces Optical Filters; Named Test and Measurment Company of the Year
CompoundSemi News Staff

April 10, 2007...JDSU of Milpitas, California USA, reported that it has appointed David Gudmundson as president of Optical Communications. JDSU says that Gudmundson will be responsible for Optical Communications sales, operations, and product development. Previously senior VP of corporate development and marketing, Mr. Gudmundson played an integral role in a number of strategic transactions including the acquisition of: Lightwave Electronics, Acterna, and Agility Communications. Company News Release.

JDSU also announced the introduction of two new optical filters, a laser line detection filter and a detector response filter. The laser line rejection filter is designed to be used in applications including night vision and laser based biomedical instrumentation. The detector response filter is designed to be used in remote sensing, homeland security instrumentation, and biomedical instrumentation. Company News Release. In other recent news Frost and Sullivan named JDSU “Test and Measurement Company of the Year.” Company News Release

WJ Communications Goes Fabless
CompoundSemi News Staff

April 10, 2007...WJ Communications, a radio frequency solution developer of San Jose, California USA, reported that it completed closing its gallium arsenide (GaAs) wafer fabrication facility in Fremont, California on March 30, 2007. The facility was part of the company’s 2004 acquisition of EIC inc. (Ref: Coverage). Plans to close the facility were announced in November 2006. (Ref: Coverage). The company plans to use Global Communication Semiconductors Inc. of Torrence, California to supply the GaAs and InGaP wafers.

Bruce Diamond, President and Chief Executive Officer of WJ Communications, stated, “Operating under a fabless business model will enable us to focus our resources on new product introductions for high growth markets, including Wireless Small Signal, Wireless Power, WiMax and RFID.” He added, “The associated cost savings of $1.0 to $1.25M per quarter will assist in further improving our financial performance in the coming quarters and years, making this an important milestone for WJ.” WJ Communications News Release

Anadigics to Construct 6 Inch GaAs Wafer Fab in Kunshan, China
CompoundSemi News Staff

April 10, 2007...Anadigics Inc. of Warren, New Jersey USA, reported that it has entered into an investment contract with Kunshan New and Hi-Tech Industrial Development Zone (KSND), to jointly construct a 6-inch gallium arsenide IC wafer fabrication facility in the city of Kunshan in the Jiangsu Province in China. Anadigics anticipates initially spending $10 to $15 million over the first two years of the project, which will begin in the fourth quarter of 2007, and expects to commence an initial production phase in the first quarter of 2009. After the initial investment the company expects the facility lifetime to be 50 years and their investment to reach an estimated $50 million to run through its lifetime.

“We’re very pleased to work with Vice Mayor Zhu and KSND to expand our wafer fabrication capacity in Kunshan,” said Dr. Bami Bastani, President and Chief Executive Officer of Anadigics, Inc. “This project is expected to provide us with an attractive cost structure and to enable us to meet our future fab capacity needs thereby contributing to the growth of our Company, as well as providing us with increased access to one of the fastest-growing markets for wireless and broadband communications.” Company News Release

CIGS Solar Startup, Solyndra Raises $79 Million
CompouondSemi News Staff

April 6, 2007...Solyndra, a Santa Clara, California startup, which will specialize in copper indium gallium selenium (CIGS) solar cells has raised $79 million in funding. CIGS manufacturing is expensive and startups in the field have to have vast infusions of capital to pay for the required manufacturing facilities. Investors in the new solar company include CMEA Ventures and Redpoint Ventures, CNET reported in an article. (Note: that article made several factual errors about the efficiency and manufacturing cost of CIGS photovoltaics.) According to another article, this in a VC publication, Solyndra's technology will be led by VP of Engineering Benny Buller, formerly a GM at Applied Materials.

CIGS technology is more efficient than conventional solar cells, but it also costs more to produce. Each company has its own recipe for CIGS photovoltaics. The main difference from company to company seems to be in manufacturing techniques and the type of surface upon which the CIGS material is deposited. There is no word yet on how Solyndra plans to manufacture the photovoltaics, or what material they will be manufactured on. However, the startup has a long list of job openings on its web site. Several other companies in the sector have recently received significant funding. Nanosolar recently announced raising $100 million. Austin-based Heliovolt also raised funds to set up its own facility.

Georgia Tech Researchers Produce Nanoscale Generator
CompoundSemi News Staff

April 6, 2007...Researchers at the Georgia Institute of Technology in Atlanta, Georgia USA have developed a nanonscale generator that uses zinc oxide nanowires on a gallium arsenide, sapphire, or flexible polymer to generate a direct current by harnessing mechanical energy from environmental sources such as ultrasonic waves, mechanical vibration or blood flow. The nanogenerator utilizes small electrical charges created when the zinc oxide nanowires flex. The nanogenerator could provide power for nanoscale devices without batteries or other external power sources. Commenting on the R&D breakthrough, Zhong Lin Wang, Regents’ Professor in the School of Materials Science and Engineering at Georgia Tech said, "This is a major step toward a portable, adaptable and cost-effective technology for powering nanoscale devices. There has been a lot of interest in making nanodevices, but we have tended not to think about how to power them. Our nanogenerator allows us to harvest or recycle energy from many sources to power these devices." An explanation about the nanogenerator will be reported in the April 6 issue of the journal Science. The Georgia Tech research was sponsored by the Defense Advanced Research Projects Agency (DARPA), the National Science Foundation (NSF), and the Emory-Georgia Tech Center of Cancer Nanotechnology Excellence. Georgia Tech News Release

Technical University of Berlin Orders Thomas Swan System to Develop Nitride Alloy Materials
CompoundSemi News Staff

April 6, 2007...The Institute of Solid State Physics at the Technical University of Berlin has ordered a Thomas Swan epitaxial growth system from Aixtron. The system, which will be set up in the 3x3-inch configuration, will be used to develop GaN/ (Al, Ga, In ) nitride alloy based materials for optoelectronic devices such as lasers and LEDs. The materials will have high aluminum concentration and will go into lasers and ultra-violet LEDs. The new reactor will add to the University's other Aixtron systems, the AIX 200RF and the AIX 200/4 in the cleanrooms of the Eugene-Paul-Wigner Building.

The new system was chosen in part because of the Institute of Solid State Physics’ experiences with the other Aixtron systems. Professor Michael Kneissl, head of the Experimental Nanophysics and Photonics group, commented, “…The Thomas Swan 3x2 inch FT is clearly superior to other vertical systems in terms of process stability and precursor efficiency. It has demonstrated the process flexibility, uniformity in thickness, doping, and composition required for next-generation optoelectronic devices. It also supports a number of different in-situ control techniques. Alongside our existing systems it will be a useful platform for us to develop high-Al III-nitride laser diodes and high-brightness UV LEDs." Aixtron News Release

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Commentary & Perspective...

BLUE 2007 Tackles the End System Challenges
Jo Ann McDonald, founding editor

April 10, 2007...Have you registered for BLUE 2007 yet? If not, better get at it! BLUE gets underway in Hsinchu, Taiwan before you know it. It begins April 17 at the Ambassador Hotel with a pre-conference workshop, and the main event begins Wednesday, April 19. This year we've divided BLUE into two separate (but obviously related) forums. Wednesday, the emphasis is on technology and day two, Thursday, April 20th, is the Business Forum. Theme for this year's BLUE event, the 5th annual, is "It's About the System". And for good reason. We think, and everyone seems to agree (especially lighting designers), that it is definitely time for the suppliers to the still-fledgling solid state lighting (SSL) industry to look forward, and beyond their wells of technical expertise. It's time for the supply chain to look more closely at the needs and desires of those to whom these wonderful blue spectrum LEDs are sold. Thus the moniker "blue" as our innovative SSL industry insiders meet in Hsinchu, Taiwan, where most of the blue spectrum LEDs are manufactured.

Those who work on the front lines of blue spectrum LEDs know them as blue, green, violet LEDs, that, when properly manipulated, produce brilliant white, energy efficient light. Lighting designers look at these as simply white LEDs that make great flashlights, nightlights and fairy lights, but wonder, "Can they really prove to be suitable replacements for conventional light sources... even CFL lightbulbs? While some brave lighting designers have already embraced solid state lighting, with under counter, commercial, architectural, or theatrical applications, the inroads thus far are only a fraction of what's possible. This year at BLUE we are tackling the question of how to take today's SSL technology to the next level. Lighting designers know what they want, and need, they just need to know how to get it.

That's what the SSL suppliers need to do. Deliver on our technology's promises. This has always been the challenge to the overall compound semiconductor (CS) industry. "You say the compounds can provide components that can enable smaller, faster, smarter, longer lasting, brighter, and ultimately more economical systems? Prove it!" The RF community proved it could be done. The solid state laser community proved it. So can compound semi solar cells and blue spectrum LEDs. With new materials, more manufacturable designs, better growth equipment, and much better packaging, white LEDs can become the true answer to replacing the Edison bulb.

I challenge attendees at BLUE 2007 in Hsinchu, Taiwan this year to take that next critical leap towards true SSL industry maturity. If you pay close attention to the messages our extremely knowledgeable and thought-provoking speakers deliver, you'll go away from this year's BLUE event a stronger, smarter SSL supplier. Setting the stage for transforming our attendees will be Brent York, our first keynote speaker who is also kindly serving as one of our co-chair for this year's BLUE. Title of Brent's talk is the theme of this year's BLUE, "It's About the System!" As the promo for his talk states, "A collection of components does not make a system. Building it right takes intention and attention to a number of factors that component suppliers might not realize. It will take systems to succeed in the larger marketplace and that requires systems-level thinking, regardless of your position on the supply chain." Brent York is one of the foremost experts in the industry on LED system integration and on the entire systems thought process. Obviously, the most influential of LED manufacturers thinks so too as Brent's company, TIR Systems of Burnaby, British Columbia in Canada, was recently acquired by Royal Philips Electronics.

Our special keynote speaker for BLUE brings the theme home as well. He's none other than Neal Hunter himself, co-founder and former president, CEO, and chairman of Cree and now co-founder and chairman of LED Lighting Fixtures Inc. The title of Neal's talk at the close of sessions on Wednesday is, "The Industry Succeeds Without the Hype".Neal genuinely believes that we really don't need the hype to be successful, and he knows what he's talking about as one of the founders of Cree. He's seen the entire CS industry flourish since its very beginnings in the mid-1980s when, as a young college graduate, he and a handful of his fellow North Carolina USA whiz kids in wide bandgap materials established a startup called Cree. Neal has seen both the CS and SSL industries bloom from a handful of seeds, and our BLUE event provides a rare opportunity for today's SSL suppliers to hear him speak about what it will really take for this industry to succeed. He'll underscore where major mistakes can be made, and thus avoided, that could set your company back as well as jeopardize the success of the entire fledgling SSL industry. Neal will convince you that, with real results, which customers can believe in, there's no need to inflate the claims nor fail in providing full disclosure. Neal is convinced that the SSL industry is holding a winning hand, and that what the SSL industry simply needs to play the game correctly at this stage.

You may have also noticed that B.J. Lee is another of our co-chairs? BJ is the CEO of Epistar, and it seems like every year we hold BLUE, Epistar just gets bigger and bigger. So big that it has now, officially, become a member of that prestigious club of LED giants, that includes Lumileds, Cree, Nichia, Osram Opto and Toyoda Gosei. So the original Big 5 is now the Big 6. BLUE 2007 is a rare opportunity to get to know BJ better. (Who knows, your company might be his next acquisition.) Another man you'll want to get to know better, which attending BLUE will allow you to do, is the man who is largely responsible for bringing BLUE to Taiwan in the first place, four years ago, our third co-chair, Robert Walker, CEO of BridgeLux. Prior to joining BridgeLux, the innovative LED design and manufacturing company that's based in Sunnyvale, California (in the heart of the USA's famous Silicon Valley), Bob served in various senior management positions within Emcore. During Bob's time at Emcore, much of the early blue spectrum LED work was conceived, while designing the first MOCVD growth systems for blue LEDs. Through the years, Bob has become regarded as one of the most noted Asian market experts in the CS and SSL industries. This resulted in him authoring the pivotal Asian LED producers report for Strategies Unlimited in 2004. Many of today's successes in Asia have been aided by the information Bob provided in that comprehensive study. BridgeLux is fortunate to have Bob at the helm. Getting an opportunity to talk candidly with Bob, if feel, could provide hidden keys for your own success. And speaking of Strategies Unlimited, the other keynote speaker you'll surely want to see and hear at BLUE is Dr. Robert Steele, SU's Director of Optoelectronics Practice. He is truly the guru of HB-LED market research.

So start thinking "the whole system" and take time, today, to register for BLUE 2007 and make your final plans to be there. Everything you need to get going is on the www.blue-2007.com website. Read Tom Griffiths' latest editorial that first appeared April 9th in LIGHTimes and SSL Design. Tom not only our publisher and program chair for BLUE, he's also the catalyst for the new Solid State Lighting Industry Trade Association, SSLITA. In it, Tom presents the type challenges the systems integrators now place before the SSL suppliers: "Tell us how the devices and systems really perform, not how they theoretically perform; Give us performance curves (lumens/watt over the full range of input currents), not just a few performance points; Reduce the available number of failure points; Tell us what color it is in a way we understand it; and tell us how long it will produce good quality light." These are the same basic types of questions that the electronic system integrators needed from the component and subsystem designers once the integrated circuit came into vogue. As Tom underscores, "Been there, done that," so the SSL suppliers should be up to task. Attend BLUE 2007 to be sure you're on the right track.

As stated at the end of that excellent column by Tom as his personal invitation to BLUE: "Note to the lighting industry.... the LED supply chain employs some of the best and brightest you will ever meet and they will rise to the challenge. Challenge them. Note to the LED supply chain... welcome to professional leagues. A higher standard is now required. And you will want to be at the Ambassador Hsinchu Hotel in Taiwan next week for Blue 2007. Some of the best coaches in both the LED and solid state lighting industry have come to teach, so be ready to learn."

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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