Welcome
to the
Opto, Wireless and Other Communications channel!
CompoundSemi Online serves
the information needs of the compound semiconductor industry and its supply
chain with product and market news updates for this rapidly evolving technology.
Our "all the news on one page" format, with select channels for specific
interests, offer the most efficient news delivery approach in the industry.
If you're looking for LED
or Solid State Lighting News...
You're darn right they're part
of the compounds, but we're also proud to say that the LED segment has "graduated"
and can benefit from publications that are more dedicated to those topics. For
news on the broad LED industry, outside of general lighting, along with the
materials and technology supply chain, visit LIGHTimes
Online. For a higher level view of LEDs in general lighting, you can visit
Solid State Lighting Design,
which covers packaged "lighting quality" LEDs through subsystems,
luminaires and application stories.
|
Strategy Analytics: LED Demand for Cell Phone Flashes to Increase LIGHTimes StaffMay 9, 2007...Revenues derived from LEDs used in cellular handsets will decline overall through
2011, Strategy Analytics says. However, the company predicts that the use of
LEDs in cell phone flashes will grow at a CAAGR of 23 percent through 2011.
Strategy Analytics predicts that 63 percent of LED revenues from LEDs going
into cell phones will come from backlighting handset screens and button panels.
Strategy Analytics predicts that continuing pressure on ASPs will mean that
overall revenues from backlighting applications will drop from $1.30 billion
in 2006 to just over $984 million in 2011. “By 2011, 82 percent of all
handsets shipped will include a camera,” commented Asif Anwar, Director
of the Strategy Analytics GaAs service.
“This will drive LED demand for the camera flash function, which will
be the only growth market for LED manufacturers--especially as the standard
resolution for camera phones will feature 2 megapixel (Mpx) and above. 2Mpx
and higher resolutions will feature in 68 percent of all camera phones shipped
in 2011 driving LED flash demand,” noted Stuart Robinson, Director of
Strategy Analytics Handset Component Technologies (HCT) service. Other applications
such as indicators for Bluetooth functionality and call alert personalization
will call for more LEDs as more phones are made with those features. Strategy
Analytics predicts however that in those cases, the commodity pricing will offset
volume demand. Company
News Release Rensselaer Researchers Create Anti-Reflective Material for More Efficient Solar Cells or LEDs LIGHTimes StaffMarch 1, 2007...A report, which will appear in the March issue of Nature
Photonics, explains how researchers at Rensselaer Polytechnic Institute
have created a special material that reflects virtually no light. The research
could lead to brighter LEDs, more efficient solar cells, and a new class of
“smart” light sources that adjust to the environment. The material
the researchers created is an order of magnitude less reflective than what was
previously the least reflective material. In fact the researchers say that it
has almost the same refractive index as air. The refractive index is a fundamental
optical property of a material. It governs the amount of light a material reflects,
as well as other optical properties such as diffraction, refraction, and the
speed of light inside the material. The material they created has refractive
index of 1.05. As a comparison, window glass reportedly has a refractive index
of 1.45.
LIGHTimes SecondPage members login for more. Guests can view membership details.
Joint Ventures, Mergers, and Acqusitions Prevalent in CS Sector in Q3 2006, Strategy Analytics Says CompoundSemi News StaffNovember 8, 2006...Strategy Analytics released its regular annalysis of compound semiconductor
news. Strategy Analytics (SA) noted that during the third quarter of 2006, several
important joint ventures, mergers, and acquisitions dominate the landscape of
the compound semiconductor industry in both the RF and LED markets. Among the
mergers, in mid September, Freescale Semiconductor of Austin, Texas USA, a semiconductor
company which does some work with the compounds in wireless components, agreed
to be acquired by a private equity consortium in a transaction valued at $17.6
billion. According to SA, Freescale has become a private equity company like
Avago and NXP. (Ref: Sept.
News Release). Additionally Jazz Semiconductor merged with a wholly owned
subsidiary Acquicor Technology Incorporated.
Strategy Analytics also pointed Epistar’s move to acquire two more Taiwan-based
InGaN LED makers. (Ref: Coverage).
Strategy Analytics predicts that this move may thrust Epistar into the ranks
of the top five InGaN LED suppliers. Despite this, equipment manufacturer, Hermes-Epitek,
and DRAM manufacturer, ProMOS formed the joint venture EpiLED.
“Consolidation in the LED market, especially in Taiwan, is a prerequisite
to improving product quality and consistency so that the solid state lighting
community can start serving the general lighting markets,” commented
Asif Anwar, GaAs service Director. “While it may seem surprising to
many observers that Promos and Hermes-Epitek have chosen to enter this consolidating
market, the joint venture can be successful if it is able to harness silicon-style
manufacturing philosophies to LED manufacture.”
“The increased merger and acquisition activity surrounding companies
active in the RF industry underlines the continued strength of the RF markets,”
noted Stephen Entwistle, VP of the Strategy Analytics Strategic Technologies
Practice. “The appetite of private equity firms for companies such
as Freescale underlines strong performance as a result of healthy demand from
end markets.” Strategy
Analytics News Release Nu Horizons to Distribute Osram Opto Products Throughout North America LIGHTimes StaffOctober 4, 2006...Nu Horizons Corp. and Osram Opto Semiconductors Inc. have reportedly signed
a partnership agreement in which Nu Horizons will distribute Osram’s optoelectronic
products throughout North America. These include: Osram’s LEDs, silicon
photo detectors, optical sensors, infrared emitters, high-power laser diodes,
organic LEDs (OLEDs), and intelligent display products. Nu Horizons is a global
distributor of advanced semiconductors and display systems solutions. It has
sales facilities in 49 locations in North America, Europe, and Asia.
LIGHTimes SecondPage members login for more. Guests can view membership details.
IQE Completes Acquisition of Emcore's Epi Business CompoundSemi News StaffAugust 21, 2006...IQE reports completing the acquisition of Emcore’s US epi foundry business, called
the Electronic Materials Division (EMD). The acquisition was completed after shareholders
approved the settlement of funds with Emcore. The acquisition cost a total of
$16 million with 13 million of it in cash and $3 million in financing at 7.5 percent annual
interest rate to be paid in equal payments in each of next four fiscal quarters.
Emcore says it expects $9 to $11 million profit from the sale.
The IQE says the acquisition positions it as the leading global outsource supplier of wireless
components including: pseudomprphic high electron mobility transistors (PHEMTs),
heterojunction bipolar transistors (HBTs), integrated bipolar field effect transistors
(BiFETs) and gallium nitride (GaN) technologies. IQE’s Directors believe
that the new customer base and the new product offerings will help increase
revenues. IQE now boasts the largest production capacity epi foundry in the
industry.
Dr Drew Nelson, President & CEO of IQE plc commented, “We are
very happy to have completed this acquisition, which represents a key step forward
in IQE’s development as the leading outsource wafer supplier worldwide
to the global semiconductor industry. The joining of the two companies allows
IQE to offer a truly one stop wafer outsource service to its customers, with
a complete range of current and next generation products. This transaction assures
EMD’s current customers that as part of a larger wafer outsource group
all the necessary resources are in place to fully support the joint customer
base as their wafer demands continue to grow.” IQE
News Release IQE’s products reportedly include components used in wireless infrastructure, optical communications, optical storage (CD, DVD), laser optical mouse, laser printers & photocopiers, thermal imagers, leading edge medical products, barcode, high efficiency LEDs and a variety of advanced silicon based systems. Si-Light Receives $280,000 in Seed FundingAugust 14, 2006...Si-Light Technologies Ltd., a company based in London, UK, which hopes to develop
silicon-based LEDs for optoelectronic applications, has received $280,000 in
seed funding from the Cascade Fund Co. Si-Light is reportedly a spin-off from
the University of Surrey. The co-founders, Russell Gwillam and Guosheng Shao
are joint inventors of the company's dislocation engineering technology. Kevin
Arthur, chief executive officer of Si-Light, said the latest round of funding
would be used to develop a good business plan to present to venture capital
companies later this year. John Read, the company chairman, said the money would
also help Si-Light to expand its demonstration capability.
LIGHTimes SecondPage members login for more. Guests can view membership details.
Selling Prices Fall for Handset-Use LEDs Made by Taiwan CompaniesJuly 25, 2006...Despite the fact that Strategy Analytics recently reported strong but slower
growth in the worldwide handset market (ref: coverage),
the average selling price (ASP) of surface mounted LEDs produced in Taiwan and
used in handsets has fallen more than 20 percent since the beginning of the
year, according to Digitimes. Harvatek reported that their average selling
price for SMD LEDs declined by 30 percent. Other companies were hit harder by
the selling price decline. LED maker, Formosa Epitaxy's ASP for handset-use
LEDs is down by 50 percent. The Digitimes article
cites increased production capacity industry wide as one of the major causes
of the price decline. Strategy Analytics Finds Strong but Slower Growth in Handset Sales Scott McMahanJuly 20, 2006...Stategy Analytics reports that mobile phone shipments have had a healthy increase
of 26 percent year-over-year to reach 235 million units in Q2 2006.
Nokia and Motorola reportedly dominated with a record 55 percent of combined
share of the total units produced. The results are detailed in Strategy Analytics’
newly published "Q2 2006 Global Handset Market Share Update" report. The strong
continuing growth is good news for both the compound semi and SSL companies
whose products are in handsets.
In May, IQE, a compound semiconductor company, said that it expects mobile handsets
to drive growth of the company’s gallium arsenide materials (Ref: May
30 Coverage). Strategy Analytics also predicted growth in the GaAs market,
much of which is based largely on handset sales. (Ref: April
6 Article). Handset sales growth will likely continue to drive growth at
IQE after the acquisition of Emcore’s Epiwafer Manufacturing Division
(EMD). Other companies such as RFMD which relies heavily on handset sales recently
announced capacity increases. (Ref: June
6 News). So overall CS companies seem optimistic about handset sales and
have acted accordingly. Strategy Analytics News Release
LIGHTimes SecondPage members login for more. Guests can view membership details.
You could own this space...
For information on our plans and to reserve promotion space contact
Send us an email
or call +1 (512) 257-9888
|