GLG News by Light Emitting Diode Evaluators
Analysis of:
Osram Reports 155 lumen and 136 Lumens per watt R &D LED (www.ledsmagazine.com)
1. LED manufacturers such as Osram are pushing the envelope forward approaching light output level 3 times greater than were reported 2 years ago . 2. Light output level of greater than 100 lumens per LED ar enabling LED's to be used in applications that are replacing more traditonal lighting techn...
Analysis of:
Notebook sales more than double in 2007-08 (www.business-standard.com)
(1) The trend in the substantial growth of notebook compared to the growth of desk top shows that consumer is trying to replace desk top with notebook (2) The reason for this is the advancement in slimness, low weight and memory & speed of notebook that becomes easy to carry and...
Analysis of:
Toshiba Eyes Quadrupling Flash Memory Output -- Nikkei (www.reuters.com)
1. Even though flash memory prices are continuing to fall with an 8 gigabit part selling on the spot market for $3, the market will continue to expand as flash replaces other media such as hard drives in many applciations. 2. Hitachi recently announced that they are getting out of the small hard drive...
Analysis of:
Tech Expert: LED Makers to Light UP Market (biz.yahoo.com)
1. Author of article is too enthusiastic in the short term, regarding adoption of LED's in exterior and interior lighting applications. 2. Markets such as portable lighting (flashlights/lanterns), and emergency vehicle lighting have abeen the first mass adopters of LED's. 3. Author is exaggerating when...
December 5, 2007
Samsung/Toshiba alliance on embedded Flash -- too late to have make impact on market
Analysis of:
Samsung, Toshiba to Share Premium Nand Spec's (www.edn.com)
Samsung/Toshiba alliance on embedded Flash -- too late to have make impact on market
1. The sharing of specs on embedded NAND by Samsung (one nand), and Toshiba (LBA Nand) is occurring late in the game for phones and other multimeidia devices. 2. Most of todays phones and multi media devices are moving towards the use of card slot such as SD, or micro SD cards for increased memory. ...
Analysis of:
Micron marks entry into SSD Market with 3 form factors (www.edn.com)
1. Both Samsung and Sandisk have already entered the market, and have obtained design wins in the notebook market. 2. Simpletech has also entered the market with a family of SSD's for notebook applications. 3. Although the Micron products do not break any new ground, they are another competitor, and...
November 14, 2007
Litigation in LED Industry Continues in Pursuit of Protecting Intellectual Property
Analysis of:
Nichia and Seoul Semiconductor Offer Different View of Jury Ruling (www.ledsmagazine.com)
Litigation in LED Industry Continues in Pursuit of Protecting Intellectual Property
1. Seoul and Nichia are embroiled in litigation on a number of fronts. Nichia who is the largest LED manufacturer in terms of sales, and amongst the leaders in technology, is trying to legally block competitors from using their device technology, and their useage rights for products, unless they...
November 14, 2007
Slower Growth in Semiconductor space is causing shifts in focus in Electronics Distribution
Analysis of:
Avnet Adds to Power Line Card (www.edn.com)
Slower Growth in Semiconductor space is causing shifts in focus in Electronics Distribution
1. With the traditional semiconductor business annual growth slowing to the range of 4-6%, major electronics distributors such as Arrow, Avnet, etc. are looking at new areas of focus for growth. 2. Both Arrow and Avnet have created power and lighting focused business organization which they are funding...
Analysis of:
I Supply turns Negative on DRAM, NAND Markets (blogs.barrons.com)
1. With the DRAM business being so weak, major memory manufacturers increased their NAND flash production in anticipation of the late Q3 and Q4 holiday builds in the consumer electronics sector. 2. Although I phone, IPOD, 12 megapixcel cameras, etc., have increased demand for larger amounts of flash...
Analysis of:
Samsung Introduces 64 Gbit MLC NAND Chip (www.edn.com)
1. Samsung's announcement verifies that the 30NM process node is viable for flash memory. This reinforces that Moores Law will still be in effect at this process node. 2. Samsung's announcement set the bar high for it's key competitors such as Toshiba, Hynix, and Intel/Micron who have not yet...
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