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Editorial: Catching Up With Lumileds
 
... The HB-LED team with especially strong credentials is Lumileds, the Agilent/Philips joint venture. We've been remiss here at CompoundSemi News in keeping up with them, which appears to be not all that easy to do. Their progress on all color fronts through the various application sectors, and most especially...
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Toyoda Gosei Rolling Out Blue Lasers and White LEDs

April 19, 2001...Not unexpectedly, Toyoda Gosei officially unveiled its 410nm GaN-based blue and violet laser diode technology today in Japan. TG's new LDs have an output of 3 milliwatts with a current continuous lifetime of 5,000 hours. Plans are to ship samples this fall, then move quickly thereafter into commercial production, targeting applications as high speed laser printers and DVDs. In additional news from TG, their progress on the white LED front is that Toyoda Gosei is in joint development with Toshiba in an effort that integrates TG's GaN-based LEDs and Toshiba’s phosphors to make their version of a white LED, called "TG White" that is slated to be marketed and sold by the two companies under their own brand names beginning this month, with full scale production slated by November. The sample price set in February when it was announced was between 200 and 300 yen. TG Whites metrics are approximately 380 nm wavelength The HB-LED for the TG White will be manufactured by Toyoda Gosei and combined with a phosphor-mixed transparent resin package developed and produced by Toshiba. More information on TG's full line of HB-LEDs is available on their stand-alone HB-LED site. And for those following the current litigation disputes with Nichia, On March 22 the most recent judgment was rendered by the Tokyo high court. Rather than attempting to condense the legal terminology, we refer you directly to Toyoda Gosei's "topics page" on their corporate website which contains a variety of relevant press releases on the litigation front as well as product development updates.

UDC and Sony Teaming to Develop OLEDs for TV Monitors

April 19, 2001...People see the term LEDs in OLEDs and sometimes become concerned that these organic light emitting diodes are threatening compound semi based HB-LEDs. Relax. There appears to be a consensus among experts that the organics are targeting current LCDs (liquid crystal displays) versus the hot applications areas for HB-LEDs, such as replacement for conventional lighting in traffic signals, a variety of automotive lighting, big screens and as white light replacements. If you want to check out an ideally typical company on the forefront of OLED development, look into Universal Display Corporation (UDC... Nasdaq: PANL) which is teaming with Sony Corporation (NYSE:SNE) via a joint development agreement calling for the development of high efficiency active matrix Organic LED (OLED) display devices for use in large area monitor applications. Under the agreement, UDC and Sony are slated to develop active matrix OLED displays with extremely high power efficiency combining UDC's proprietary high efficiency electrophosphorescent materials and Sony's proprietary low temperature polysilicon active matrix OLED technology. We also refer you to an overview of OLEDs from UDC's point of view for more perspective on the topic.

 

Matheson Tri-Gas' Bill Kroll is Creating a New Compound Semiconductor Group

April 19, 2001...Bill Kroll, who recently retired as Executive VP at Emcore after taking that compound semi industry leader public, and who played a critical role in moving Emcore up the foodchain into devices (he was the mastermind behind both the GELcore and Uniroyal HB-LED joint ventures and penned Emcore's most critical device supply agreements), is now waving his magic wand over Matheson Tri-Gas' Semi-Gas Division and putting together what Matheson is calling their new Compound Semiconductor Group. Kroll, who rejoined Matheson a few months ago, was with Matheson prior to working for Emcore. Since the circles Bill Kroll moves in tend to function in uniquely effective and cooperative ways, this new undertaking by one of the real pros in strategic planning should be well worth watching. The prime mission of the new group is to bring together the necessary synergy and expertise needed to successfully manufacture AsH3 and PH3, with the close attention the safety and high purity standards those critical gases require to meet current and projected industry demands. The new Matheson Tri-Gas Compound Semiconductor Group will also address another critical need, which is to increase hydride manufacturing by four times the current capacity. "Our charter is to provide an entire 'suite' of products including bulk gases such as H2 and N2 as well as all other critical capital and consumable products used in manufacturing of devices," explained Kroll.

Stanford Microdevices Expands SiGe Line

April 19, 2001...Stanford Microdevices (Nasdaq: SMDI) expanded its SiGe line with the introduction of a new line of gain blocks designed to satisfy a broad range of wireless infrastructure and CATV requirements across the DC to 3000 MHz band. Called the SGA-7489, they provides the circuit designer with a 50-ohm cascadable gain block featuring high output IP3 (+36 dBm at 850 MHz), high gain (22 dB at 850 MHz) and a noise figure of 2.9 dB from a single positive supply voltage. The unit is also designed to be an IF amplifier, with an OIP3 of +38 dBm and P1dB of +23 dBm at 100 MHz. For those comparing pricing and packaging with conventional silicon and other compound semi products, the SGA-7489 is housed in a standard surface-mount SOT-89 package with backside metallization and is priced at $1.95 each in quantities of 10,000.

Optical Transponders Getting Power Management Help from Microsemi

April 19, 2001...Microsemi Corp. (Nasdaq: MSCC) added to their string of recent announcements today by introducing a TEC controller power management product targeted at providing system-engineered solutions to the optical transponder market. Called the LX1810, this is a full-bridge, Thermo-Electric Cooler (TEC) controller designed specifically for high performance optoelectronic and broadband RF products that require precise temperature control by tuning or stabilizing sensitive optical and RF power amplifier components in such applications as frequency tunable fiber optic lasers, photo detectors, wave-guides, and other dense wavelength division multiplexing (DWDM) components. Other applications include cooling broadband microwave transistors in next-generation 3G base stations.

Introducing Siros Technologies to the VCSEL Lineup

April 17, 2001...The list of new VCSEL players keeps getting longer. If you haven't already added Siros Technologies, do so, for this one appears to be especially well-backed with strong veteran management. A privately held company, Siros has raised over $36 million to date and is funded by top venture and corporate investors such as New Enterprise Associates and Lucent Technologies. Based in Silicon Valley... but certainly not doing silicon, Siros is lead by Dr. Barbara Grant who hails originally from IBM. Barbara is CEO and President. Siros' CTO is Dr. Robert Thornton, formerly of Xerox PARC. The company today announced the appointment of Mr. Ajay Anand to Executive Vice President of Marketing and Business Development. Ajay's past affiliations include Maple Optical Systems, Lucent, and BellSouth Corporation.

Gentex Staying Smart

April 17, 2001...Another smart company... literally and figuratively... that is weathering the downturn admirably is Gentex Corporation (Nasdaq: GNTX), the Zeeland, Michigan-based manufacturer of automatic-dimming rearview mirrors which were one of the first applications of cleverly packaged white HB-LEDs. Gentex reported record revenues for the first quarter and also announced it has received a second OEM customer commitment for their other smart auto application, which is called SmartBeam, and provides even more safety and convenience for drivers in the form of an intelligent high-beam headlamp control system.

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Commentary & Perspective...

Catching Up With Lumileds

April 17, 2001...The HB-LED team with especially strong credentials is Lumileds, the Agilent/Philips joint venture. We've been remiss here at CompoundSemi News in keeping up with them, which appears to be not all that easy to do. Their progress on all color fronts through the various application sectors, and most especially their luminosity levels is impressive. In February, Lumileds announced that its InGaN HB-LED technology exhibited "wallplug efficiencies" of 25% at 425nm (250mA DC operation). These results were achieved in a high-power device which emits over 200mW of optical power. For those unfamiliar with Wallplug Efficiency, that's a key measure for LEDs in lighting applications measures the optical output power of a device divided by electrical energy input. In late February, Lumileds weighed in with its 17 lumens white LED product. Their white light HB-LED operates at 350mA and 3.2Vf and demonstrated a single point white LED light source that is in the light output range required for general lighting- such as map lights, airplane reading lights and emergency lighting. Lumileds pointed out upon the introduction that "a well-controlled single point light source allows lighting designers to design sleek, compact fixtures and couple the light to a single optic in the light fixture which is not possible with traditional low power 5mm white LEDs, due to the multiple LEDs required, leading to a wasteful loss of light and a bulky, clumsy design."

Lumileds' Backlights

In mid March, Lumileds Lighting announced a new solution for LCD display backlight solution that has been optimized around Lumileds' high flux Luxeon light sources geared to enable a whole host of new features that are currently not available via conventional CCFL (cold cathode fluorescent lamp) backlight technology. Lumileds' LED backlights and noted especially for being immensely more durable than the fragile CCFL while eliminating EMI and mercury completely. The benefits using this more environmentally pleasing solid state solution equates to letting the ultimate users enjoy an enhanced viewing experience with more saturated and real-life colors. The color sequential technology is enabled by a fast switching Luxeon light source of less than 100 nano seconds, which equates to a much longer battery with the goal of allowing users to leave power adapters at home on a typical business trip. According to Mark Pugh, Lumileds' VP of strategic marketing, "This solution will allow the LCD display market to go head-head with the incumbent CRT market and win on all performance fronts adding real value for the end user". Lumileds is already working with LCD panel manufacturers for mass adoption and has targeted having Luxeon powered backlights on the market by the end of this year.

Mike Holt's Spoil Sport Red Stoplight

Then there's my favorite new Lumileds product, which is still only in the prototype stage, but it's a definite show stopper. It's a very bright red stoplight signal that doesn't look like any HB-LED product you've seen to date. Mike Holt, LumiLed's personable CEO brought one with him to the Gorham Compound Semiconductor Outlook 2001 conference in San Diego. When he turned it on, it looked just like an ordinary red stop signal you'd see in any crosswalk anywhere. It seems the light source was as bright as we're used to from conventional lighting and I couldn't resist asking him: "Hey, Mike. You're spoiling all our fun. We technology name-droppers love to point out to our families and friends which signals are HB-LEDs versus the old-style ordinary kind. The array of very bright LEDs that look like dots versus one bulb with a reflector being the clue. So how are we going to differentiate between a ordinary old fashioned red stoplight and LumiLed's new one bright LED?" He answered simply, "you won't be able to." Lumileds may be a spoil sport when it comes to how to identify the new from the old, and they may also put a few noses out of joint when it comes to luminosity levels. But that's to be expected. Just look at Lumileds' roots. Agilent was HP and HP has a longer stronger track record in LED manufacturing than any other US contender, and has consistently held its own against Asian rivals. Lumileds' other parent, Philips, is not only a giant of the lighting industry, it was doing blue spectrum LED and LD development before many of you were even born.

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