GLG News by NAND Flash Memory Experts (North America)
Analysis of:
Lighting -- Eye Popping Future (www.forbes.com)
1. This forbes magazione article just begins to touch on a smalll number of commercial building applications that are using LED LIghting to replace more traditional technology such as florescents and incandescents.
2. Firms such as Color Kinetics have been producing color changing LED product for...
Analysis of:
Cree Brings LED Lighting to Largest Commercial Lighitng Market (biz.yahoo.com)
1. Cree purchase of LLF in 2007 is allowing Cree to demonstrate feasability of LED commercial lighting.
2. LLF is led by one of the 3 founders of Cree, and holds over 100 WW patents on the creation of white light.
3. LLF fixtures have been rated as some of the best in industry for white light...
Analysis of:
Hitachi, Intel to Co-Design High-End SSDs (www.pcmag.com)
With the recent announcement that Hitachi will be making Fibre Channel and SAS implementations of Intel's proprietary SSD architecture both companies should profit. This will pose a threat to companies like Seagate, Western Digital (WD), and Fujitsu who do not have such an SSD and rely on sales...
Analysis of:
Flash Makers Will Need $1 Trillion To Take Over the Disk Drive Storage Market, Skeptic Says (techpulse360.com)
HDD makers need not fear that SSDs will ruin their business. It's not time to head for the hills. The basic economics of both HDD and SSD will prevent this from happening anytime in the foreseeable future, yet SSDs will do well in their own right when they are matched with appropriate m...
Analysis of:
ETG Introduces Family of Light Engine Modules with Cree Hi Power LED's (www.ledsmagazine.com)
1. Most luminaire firms are what the industry calls bulb heads. They bend sheet metal and plastic, and screw in a bulb of varying technologies -- incandescent, flourescent, metal halogen, etc. These firms tend to have very little knw how when it comes to implementing LED technology.
2....
Analysis of:
Update: Toshiba to Halt Chip output Due to Weak Demand -- NHK (www.reuters.com)
1. Toshiba is the number 2 manufacturer of NAND Flash and also the fab partner of SanDisk. If Toshiba is idling capacity it is most probable that other NAND flash manufactuers will also take some capacity offline.
2. I believe that SanDisk will also annnounce that it will reduce some production...
Analysis of:
Cree R&D Achieves 161 LM/W for high power LED (www.ledsmagazine.com)
1. Cree;s 161 lumen device is just a lab creation that is not ready for production. The color temperature of approx. 4600K makes it unuseable for general purpose lighting.
2. Approximately one year ago Cree demonstrated a 1000 lumen LED that was also a one of kind laboratory creation.
3....
November 17, 2008
Seoul Semiconductor Phosphor License Agreement may improve it's postion in LED LIghting
Analysis of:
Seoul Semiconductor Concludes a Cross License With TOE in Europe (www.sslighting.net)
Seoul Semiconductor Phosphor License Agreement may improve it's postion in LED LIghting
1. If this is an improved phosphor it will improve Seoul's competitve position against Cree, Lumileds. Nichia, etc.
2. Seoul white LED's use blue chips from Cree and other blue LED manufacturers. The phosphor system placed on the blue chip is what creates the white light in a spectrun of white...
Analysis of:
Synopsis Announces USB 3.0 Cores (www.eetimes.com)
1. The increased speed of USB 3.0 will result in the repacement of USB 2.0 as the standard interface specification in consumer and computer devices.
2. Firewire 400 and 800 specifcations will die a quick death in the late 2009/2010 time frame being replaced by USB 3.0.
Analysis of:
Cree Introduces New Generation of High Brightness Oval LED's (www.flashlightnews.org)
1. Nichia, Avago, and Osram have dominated the U.S. high brightness LED market which has an approximate market size of $250M
2. High brightness LED's should not be confused with Hi-Power LED's which are white an used in interior and exterior lighting applications.
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