GLG News by Semiconductor Experts (North America)

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....

1. Virtualization strategies can make management complex.  2. New applications require experience before proper placement of the virtualized application.

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...

Smartphones are increasingly capable, attractive and usable.  While they still represent a minority market share in the cell phone market, their popularity is growing.  Apple gets most of the publicity, but RIM, Nokia and others are not sitting still.

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...

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...

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.

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.

In assessing a CPV or CST technology you need to consider both the target applications and the completeness of their design concept for that application - does the team have the expertise to make it work? 

The short answer is – yes!  Both enterprises and consumers seem unlikely to spend much on PCs this holiday season.  Nonetheless, bad times can work to the long-term advantage of vendors if they are properly positioned going in.