GLG News by Light Emitting Diode Evaluators

1. Although the overall semiconductor business is only predicted to grow at a 4-6% pace for the next few year, Ethernet looks like it will continue to grow at 10% rate. 2. 10G bit ethernet will continue to grow but will not replace 1Gbit ethernet over the next few years.

Soon, there will a paradigm shift in storage.  This shift is as much driven by economics as by technological developments.  The uses of large storage in some devices will become prevalent and change our view of memory forever.

1. In the high power, emerging LED industry, for lighting, one of the ways the leading LED manufactuers can protect their business from becoming a commodity is to patent their technology and then vigorously protect it against copycats that infringe on their IP. 2. The leading supplier has been and...

1. LED's offer mover enrgy efficient solution than CFL for backlighting with energy savingss in the 35% to 50% area. 2. LED solutions do not have mercury in them as do the current CFL solutions, so this makes LED's a so called green technology. 3.Nichia will be main beneficiary of move to LED's...

1. If Samsung is successful in taking over SanDisk they will become the dominant player in the NAND flash business . 2. Samsung will gain a strong retail presence in flash products which it does not enjoy today.  This includes carfds, memory sticks, USB thumb drives, etc.

1. Since being spun out of Agilent the management has been focused on an IPO that would pay off the investors. 2. Avago has sold off business's such as storeage IC's, printer ASIC's, and Infrared components to help pay back initial private equity investors.  They have done a good job of cutting...

Cree is becoming a 'total LED company'. It has chip capability to produce SiC based LED chips. It has packaging capability by acquiring Cotco. It has fixture capability by acquiring its own creation LLF. It has now created tutoring center in China to train engineers/technicians in China to be ready...

!. The introduction of these new LED's from Cree will alllow Cree to be able to compete both in applications where a smaller form factor is needed, and in applications such as linear strip lighting where a wider viewing angle LED is required. 2. This smaller form factor package is probably less costly...

1. LED LIghting due to it's eneergy saving and reduced maintainance costs is beginning to be implemented in commercial applications. 2. The payback period for implementing the initially more expensive LED lighting is in the range of 2-3 years. 3. Company's such as Anthony Door who is a major supplier...

1. Avago has become more profitable by selling off business's such as printer ASIC to Marvell, storeage IC to PMC Sierra, CMOS sensors to Micron, and camera modules to Micron. 2. KKR/Silverlake have been buildinbg up profitability by shedding workers in R&D, marketing, and sales leaving a profitable...