GLG News by Light Emitting Diode Evaluators
Analysis of:
Cree Xlamp(R) LED's Chosen for ASP Triad Flashlights (biz.yahoo.com)
1. With white LEDs, flash lights last forever.2. LEDs exceed luminous efficiency of fluorescent lamps and hence will be more power efficient in future. 3. LEDs have no mercury...
Analysis of:
Cree Xlamp(R) LED's Chosen for ASP Triad Flashlights (biz.yahoo.com)
1. High brightness white LED's lighting are beginning to replace halogen and incandescents in flashlights.2. The WW flashlight market of 350M units per year represents a large business opportunity for firms such as Lumileds, Cree, Osram, Nichia, etc.
January 16, 2007
More Efficient Power for Servers Creates Opportunities for Power Semiconductor Firms
Analysis of:
EPA To Scrutinize Servers Growing Power Needs (www.mercurynews.com)
More Efficient Power for Servers Creates Opportunities for Power Semiconductor Firms
1. EPA and industry involvement demonstrates recognition of the problem of managing power in data centers using industry standard servers, blade servers and workstations.2. Both Intel and AMD have introduced more power efficient processors but this is not enough to fix the problem.
Analysis of:
Apple and HP To Launch LED based Laptops (www.digitimes.com)
(1) LED backlight offers the unique feature of instantaneous brightness on LCD screen compared to the current CCFL backlight which takes 10 minutes. This is very attractive for notebook users.(2) For manufacturers, low voltage of operation of LEDs helps to a great extent.(3) Contrast adjustment...
Analysis of:
Apple and HP To Launch LED based Laptops (www.digitimes.com)
It shows that mainstream brands (Apple and HP) and mainstream applications (notebook PCs) in markets with huge volumes and the need for low cost yet manufacturable solutions can indeed take LEDs as light sources and make them mainstream.... this has huge implications for the LED supply chain and other...
Analysis of:
Apple and HP To Launch LED based Laptops (www.digitimes.com)
1. This article is the first indication that laptops will begin to move to use solid state LED's to backlight their LCD displays.2. This demonstrates that LEDs now have the appropriate light output and cost factor to replace non solid state technologies in many applications.3. It is my belief that you...
Analysis of:
Samsung Sampling 50 NM NAND (www.edn.com)
1. 50 NM flash will result in physically smaller flash chips that will have improved performance in speed (read and write), and a lower cost per bit.2. Although numerous firms have discussed 45NM /50 NM flash memory processers it appears that Samsung is first to openly discuss and have samples.
Analysis of:
Qualcom chips to Support Samsung Flash (www.eetimes.com)
1. In the past Qualcom used a NAND flash memory interface that they had developed internally.2. This is a breakthrough for Samsung and it's OneNAND solution that could result in additional design activity with other Qualcom chipsets.
Analysis of:
IBM Trio Claims Fast Phase Change Memory (www.eetimes.com)
1. IBM and other semiconductor firms are continuing work on universal/unified memory replacement for flash, SRAM, DRAM.2. The article mentions this technology in the 22NM generation of process technology which is still at least 2 years away.
Analysis of:
LSI To Buy Agere in $4B Stock deal (online.wsj.com)
1. From a strategic perspective the Agere buyout may help LSI to be perceived by customers as a stronger firm in the wireless space.2. On paper LSI will be on a stronger footing with other wireless competitors such as Broadcom, Marvell, etc.3. On paper LSI will also be stronger in the storage space...
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