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GLG News by Semiconductor Capital Equipment Experts

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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 24, 2008
Drop in LCD Panel Prices Affecting LCD Supply Line
Analysis of: LCD TV panel prices drop up to 8% in 2H November | www.digitimes.com
Author: GLG Expert Contributor
Our analysis at The Information Network shows the large panel market grew from 131.9 million panels in 2004 to 361.2 million in 2007 and will grow further to 564.9 million in 2010, a Compound Annual Growth Rate (CAGR) of 27.4% between 2004 and 2010.  For 2008, 436.7 million units...
November 18, 2008
TEL a Day Late and Dollar Short in Thin Film PV Market
Analysis of: NanoGram, TEL Enter Thin-Film Photovoltaics Agreement | techon.nikkeibp.co.jp
Author: GLG Expert Contributor
Solar energy panel sales have and will continue to grow at a rate of about 40% per year.  The surge in thin film panels was a result of a severe shortage of polysilicon wafers used to make high efficiency solar panels.  There is no longer a poly shortage and in fact spot prices of poly wafers...
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.
November 5, 2008
Market Positioning of the Solar Energy Industry in Europe
Analysis of: GE Gives Jolt to Solar Power Pioneer Soliant | www.businesswire.com
Author: GLG Expert Contributor
Solar cell technology is an example where Europe can defend or increase its market share. Solar cell technology was never going to be ignored by the European Commission because it fits into its environmental theme. This means that it benefits from a concerted and organized system of funding. Until recently,...
November 4, 2008
European Perspective for Optical Networking Sector
Analysis of: ADVA Reports Q2 | www.lightreading.com
Author: GLG Expert Contributor
This overview relates to current European market positioning within optical networking sector. It presents actual industry trends and directions for future growth.
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,...
Thomas CoughlinOctober 21, 2008
SSD Vendors Vie for Customers
Analysis of: HP Jilts Intel SSDs | www.theregister.co.uk
Author: Thomas Coughlin, President, Coughlin Associates
* HP hailed Intel’s entry into SSDs announced at the IDF in August  * HP announced that they have selected Samsung SSDs for their virtualization blade server system  * The Samsung SSDs in this application replace 2.5-inch hard disk drives  * HP says that use of SSDs in this application...

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