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December 1, 2008
140 Plus Lumen LEDs are Lab Creations, not production units,
Analysis of: Cree R&D Achieves 161 LM/W for high power LED | www.ledsmagazine.com
Author: Jerald Kolansky, Worldwide VP of Sales, Plx Technology, Inc.
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
Author: Jerald Kolansky, Worldwide VP of Sales, Plx Technology, Inc.
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...
November 17, 2008
USB 3.0 Enabled Consumer Devices Will Reach market in Late 2009
Analysis of: Synopsis Announces USB 3.0 Cores | www.eetimes.com
Author: Jerald Kolansky, Worldwide VP of Sales, Plx Technology, Inc.
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.
November 17, 2008
Will New Cree Hi-brightness LED's enable Cree to compete with Nichia?
Analysis of: Cree Introduces New Generation of High Brightness Oval LED's | www.flashlightnews.org
Author: Jerald Kolansky, Worldwide VP of Sales, Plx Technology, Inc.
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.
Jim HandyNovember 4, 2008
Samsung's Shrewd Play to Manage Royalty Costs
Analysis of: Samsung Drops Bid to Buy SanDisk | www.businessweek.com
Author: Jim Handy, Director, Objective Analysis
What is going on here?  Samsung is working in their shareholders' best interests, as is SanDisk.  In the end, the separation between these two interests is thwarting meaningful progress in negotiations.  Objective Analysis, in its Alerts, has outlined the impact this should have on each...
November 4, 2008
NIchia Lawsuts Are a Weapon to Stall LED Competitors
Analysis of: U.S. Court Awards Judgement to Seoul Against Nichia | flashlightnews.org
Author: Jerald Kolansky, Worldwide VP of Sales, Plx Technology, Inc.
1. NIchia is very protective of it's intellectual property using legal proceeding to stall competitors from competing in key makrets such as backlighting for notebook computers, and genral purpose lighting. 2. Although some of the NIchia competitors may have violated Nichia intellectual property,...
October 17, 2008
Semiconductor firms Power Integrations, IR, Vishay will benefit in push for low stand by power in gadget
Analysis of: Gadgets use a lot of power,but there tips to save on energy costs | www.siliconvalley.com
Author: Jerald Kolansky, Worldwide VP of Sales, Plx Technology, Inc.
1. The stand by power used in gadgets suchs as power supply's in TV's, cell phones, PC's, etc., are typicallly veri inefficient and waste power.  These devices use power even if the off state. 2.These small stand by power supply's are also known in the industry as flea supply's typically use...
October 13, 2008
When will LED Lighting Market growth accelerate?
Analysis of: Department of Energy report estimates LED Savings in Niche Makrets | www.ledsmagazine.com
Author: Jerald Kolansky, Worldwide VP of Sales, Plx Technology, Inc.
1. DOE report discusses niche applications for LED LIghting, but does not indicate when significant market growth will occur. 2. Greatest potential growth areas for LED lighting are in both interior and exterior lighting. 3. Todays niche applications are primarily in commercial buildings where...
October 13, 2008
Broadcom and Marvel will benfit from continued ethernet market growth
Analysis of: The Linley Group Predicts Modest Growth in the Communications Silicon Market | www.marketwatch.com
Author: Jerald Kolansky, Worldwide VP of Sales, Plx Technology, Inc.
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.
October 7, 2008
IP Protection Key to Future LED Business Success
Analysis of: Nichia Initiates UK Patent Infringement suit Against Seoul Semiconductor | flashlightnews.org
Author: Jerald Kolansky, Worldwide VP of Sales, Plx Technology, Inc.
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...

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