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Commentary & Perspective...
Singing the Blues?June 7, 2005...While those of you who attended BLUE
2005 received your email messages last Friday announcing that the presentations
were now available online, there are scores of others out there
in Internet land who are "singing the blues" because they didn't get
to attend. Obviously, if you didn't personally attend this annual power
meet for the blue spectrum LED and LD supply chain, you're in the dark as to
what went down. If you did attend, and you're sitting in front of your
computer trying to remember the exact phrases, statistics, prognostications
or laments from one of our world famous presenters, you and the password you received via email can simply go to www.compoundsemi.com/blue2005/presentations/
and Voila! There you have it, right at your fingertips. Each and every
PowerPoint presentations, in living color. I don't know of any other meeting
in our industry that provides that type follow-up service. Beats dragging out
and lugging around the bulky binders, that's for sure.
And because we have that "Great Library in the Sky" type attitude
here at CompoundSemi Online, attendees can view the presentations anywhere,
anytime, for years to come. Wherever you go, all you have to remember is your
user name and password. Cool, huh? Heck, we still have the BLUE
2003, and BLUE 2004
presentations accessible online on our site for those who attended, or paid
to have the privilege of post-event access! Simply click on any of the above,
then on "agenda" and you'll be reminded what's in those event presentation
archives. They're definite keepers. What was presented never gets old,
it simply becomes classic. Seriously, you'd be surprised how often these
get accessed. It's clearly because of the caliber of our presenters, all of
whom we again want to thank for their participation.
If you're one of the ones singing the blues because you didn't get to go to
Taiwan for this extraordinary event, for whatever the reason (your boss wouldn't
let you... you ran out of money... your dog ate your plane ticket...) worry
not. Simply send an email to: "contactblue2005@sslighting.net"
and Tom Griffiths will get right back to you with the details on purchasing access to those proceedings, which varies depending on your member or client status with CompoundSemi Online, SSLighting Net, or LIGHTimes.
Speaking of "The Great Library in the Sky" and the notion
of online access to information you couldn't so readily access, I caught an
especially interesting one hour chat between the famed PBS interviewer, Charlie
Rose and Eric
Schmidt, chairman and CEO of Google. In case you don't already use Google
(and who doesn't by now), that's the dot com that survived to rule the world.
The company's initial stock offering a few months ago was priced at $100 and
today it's nearing $300 per share. Dr. Schmidt laid out his vision of what's
to come of the Internet, and Google's mission. That mission is straightforward.
The company wants to organize the world's information and make it universally
accessible and useful. That's not unlike our mission, on an obviously much smaller
scale. We want the outside world to be able to access all the information possible
about compound semiconductors and solid state lighting. One of the joys to me
is when our articles are cited as the top recommendations when doing a Google
search. And now they have a nifty desktop search function that sorts through
everything in your personal computer.
If you're not already a Google fan, simply go to www.google.com
and get acquainted. It's what the online future is all about. Google, by the
way and according to the company, is a play on the word "googol,"
which was coined by Milton Sirotta, nephew of American mathematician Edward
Kasner, and was popularized in the book, "Mathematics and the Imagination"
by Kasner and James Newman. It refers to the number represented by the numeral
1 followed by 100 zeros. Google's use of the term reflects the company's mission
to organize the immense, seemingly infinite amount of information available
on the web. The company was started by two Stanford computer science grads when
they were still in their 20s. Fairy tales truly do come true in the wonderful
world of high technology.
The kinds of things Charlie Rose and Eric Schmidt talked about for that hour
last week called up all sorts of reflections for me. Google was still just a
student dream when we got things rolling in 1996 as the very first online communication
source for the compounds, the old MOCVD.com "newspaper". In my days
at Stanford in the early '60s, the first computer science majors were close
friends. They had to prepared their own questions for their PhD orals for the
math and statistics professors because nobody outranked them at the time. But
the recollection most relevant to Google's mission and ours was fostered by
Nolan
Bushnell, the inventor of the first video game, Pong. I had a television
show in Silicon Valley in the late 1970s called The New Breed that featured
Nolan shortly after selling Atari for $28 million. He went on to establish a
number of subsequent businesses, and is revered for his incredible ability to
innovate and motivate. Nolan fostered in me the notion of "The Great ROM
in the Sky" making what would eventually be the Internet and Web sort of
like an ethereal deity. The fact that we can do more than simply read what's
in memory (ROM) makes a library a more apt analogy.
In addition to discussing the obvious, like what sorts of things are being
innovated now at Google (maps, uploading everything in the world's major libraries,
lots of language translation tricks), Charlie asked Eric how he envisioned the
future of the Internet. He described much of what we're trying to do here at
CompoundSemi Online. This includes promoting the notion of narrowcasting, versus broadcasting.
Eric reminded Charlie that people have very unique needs and tastes, and when
combined, it amounts to a horrendous amount of information transmission and
transfer. But it's what Eric didn't say that intrigued me. He didn't
touch on what my vision of the Internet, and what international news, information
and industry resource sites like ours envision.
We communicate in these pages with people who live and work in probably every
country in the world, 24 hours a day, 7 days a week. Our BLUE event in Taiwan,
which marked the first visit by Wu Ling to Taiwan. She's the general secretary
of mainland China's esteemed Solid State Lighting Alliance (ref:
June 2 news coverage). Her presentation was highly anticipated and very
informative. What BLUE represented, with Wu Ling, with our Korean and Japanese
attendees and presenters, USA, Germany, England, you name it and they were there,
as they are every day as readers of these pages. The incredible mix of languages
and cultures that makes up our prestigious compound semi and solid state lighting
industries is the wave of the future.
Alvin Toffler described
the challenge years ago, with his insightful writings (Future Shock, Third
Wave, War and Anti-War, et. al...). Every time I compose a document in Dreamweaver,
the html editor so many of us in online publishing rely on, I think about the
future of the Internet. What I envision to better serve everyone in the world
is to make all online words hot. Not only would you have hotlinks, like
the underlined words in all my columns and in so many documents you read that
are embedded with the http://... you need programmed in to take you to "more
information" I'd like to have it where anybody could right click on
any word and see an option that would provide a menu that would provide options
such as how that individual word is pronounced and defined correctly... in any
language. Not only would you have instant translations of whole documents, something
else that Google is working on, but you'd have an educational aid that would
mean that people of any age, any walk of life, speaking any language could glean
all the information they could phathom from the document.
If all online words were hot, at the very least, all our readers would
be able to understand my lame jokes and myriad of metaphors. Just imagine what
else it could mean. One distinguished, lovely woman being able to leave mainland
China to deliver an important message to her colleagues at a conference in Taiwan
is just the beginning. There are so many people in countries all over the world
that still are not communicating openly and freely with one another, most often
because of an inability to truly understand one another. If the world can truly
open up, at least online, many previous differences can be overcome, and that
world will surely become a better place to raise our future generations... of
humans and other living things.
I look forward to what giant leaps we'll be able to report from BLUE 2006 next
year, in Taiwan in May. Meanwhile, you can catch up with what went down a month
ago by simply clicking on: www.compoundsemi.com/blue2005/presentations/
if you were an attendee in person, or if not, by sending a request for purchase details to: "contactblue2005@sslighting.net". If you have questions about the
solid state lighting and compound semiconductor industries or have news
or views to share, we want to hear from you!
Feel free to contact us anytime. 
The main office line is
+1 (512) 257-9888
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June 8, 2005...As Jed Dorsheimer, equity research analyst of Adams Harkness and Hill, said
during his Blue 2005 presentation about intellectual property and patents, 2005
may indeed become known as the “Year of the Phosphor.” (Ref: article).
For this reason, CompoundSemi Online, the event coordinators, invited leading phosphor technology innovators to the event, Phosphortech
of Atlanta, Georgia USA, and Intematix of Moraga, California USA. Dr. Christopher J.
Summers, CEO of Phosphortech of Atlanta, Georgia USA, a company that has won
five small business innovative research awards from the US government, discussed some non-proprietary phosphor solutions
for white LEDS. Dr. Yi-Qun Li, director of research and development at Intematix,
also spoke at Blue 2005. He discussed Intematix's technology and method for
rapid phosphor discovery. If you attended Blue 2005 and would like access to this and all the other presentations, click www.compoundsemi.com/blue2005/presentations/
and login with a user name and password we provide. If you did not attend but would like access, send a request to: contactblue2005@sslighting.net. Tom Griffiths will get back to you with details.
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 Two USA Companies Settle with NichiaJune 8, 2005...Two US companies have settled with Nichia for infringing on US patents covering its white LED technology. As part of its patent enforcement strategy, Nichia has demanded that companies in the USA that have sold products infringing on US patents, stop selling those products. Nichia has recently settled with JM Group Inc. and ASP Inc. as a result of its IP enforcement action.
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Cree Signs XLamp Distributor for Italy and Cuts Silicon Microwave Losses with Closure of Sunnyvale OperationJune 2, 2005...Cree Inc. has signed an agreement with Tecnika Due srl to distribute Cree’s
XLamp power LEDs in Italy. Tecnika Due of Vittorio Veneto, Italy, an electronic
component and subsystem distributor established in 1982, has been distributing
Cree’s power components since 2002. Chris James, Cree’s vice president
of marketing stated, “Tecnika Due is well established in electronics
sales in Italy." He added, "Tecnika Due adds tremendous value
to our European distribution team.”
“We are looking forward to assisting Cree in its aggressive XLamp
marketing and sales efforts,” said Giuliano Cassataro, Tecnika Due
product line manager. “Cree XLamp high brightness LEDs are rapidly
gaining market acceptance due to unique technical innovations. Tecnika Due can
assist customers in evaluating and designing in the industry’s brightest
one-watt packaged LEDs from Cree.” Company
News Release
Cree signed an agreement with Vossloh-Schwabe Optoelectronic of Kamp-Lintfort,
Germany to be its key European Union distributor of XLamp LEDs in March of this
year. (Ref: article).
In other news, Cree plans to cut its losses on the silicon side of their electronics business and focus totally on silicon carbide (SiC) and gallium nitride GaN-based RF microwave technology. Cree will close the silicon radio frequency (RF) and silicon-based microwave semiconductor business in Sunnyvale, California of its wholly owned subsidiary, Cree Microwave, Inc. This business manufactures silicon-based laterally diffused metal oxide semiconductor (LDMOS) and bipolar products. This part of Cree’s business reported a $9.2 million dollar loss for the nine month period ending March 27. Cree expects $13 to $15 million in pretax expenses to close the facility. The Company also announced that the parallel production of Schottky diode products will be consolidated in the Durham, North Carolina location in the first half of fiscal 2006. Cree expects aproximately 80 layoffs as a result of the closure. Luxpia Settles With NichiaJune 6, 2005...Another company has seen the merits of settling with Nichia. Nichia of Tokyo,
Japan has settled its patent infringement claim against Korean LED maker, Luxpia
Inc. The suit, originally filed in June of 2004 alleged that Luxpia products infringed
on Korean patent 992103. The suit demanded that Luxpia cease sales of infringing
LED products. Luxpia opted for a settlement, and Nichia agreed. As part of the
settlement, Luxpia placed apology ads in two major industry papers in Korea, Electronic
Times, and Maeil Business Newspaper on May 24, 2005. Nichia withdrew its infringement
claims against Luxpia on May 31, 2005. Nichia says, it “…will
take necessary measure to protect its intellectual property rights against any
infringing companies in any part of the world.” Company News Release  Wu Ling Discusses China SSL Alliance and the Future of the SSL Industry Scott McMahanJune 2, 2005...Mrs. Wu Ling, general secretary of China Solid State Lighting Alliance, was among the most highly anticipated speakers at our Blue 2005 event in Hsinchu, Taiwan in mid May. She pointed out that China is the second biggest user of electric power in the world with 1.91 trillion kilowatt hours (kWh) generated in 2003 and 2.187 trillion kWh generated in 2004. To underscore the importance and the potential cost savings of solid state lighting, Mrs. Ling estimated that 12% of this electricity generated in mainland China is used in lighting applications. According to Mrs. Ling, if energy efficiency of LEDs reaches 150 Lumens/Watt (lm/W) by 2015 and LED lighting is utilized for 25% of the country’s lighting market need, China can expect to save approximately 100 billion kWh of electricity annually. This would be roughly equivalent to the electricity generated each year by China’s enormous “Three Gorges Project.”
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Lighting Science Group Appoints CFOMay 30, 2005...In the first news we have heard from Lighting Science Group Corporation of
Dallas, Texas in several months, the company announced the appointment of Mike Lavey
as Chief Financial Officer (CFO), replacing Michael Poss.
The company has promoted Michael Poss to executive vice president of the legal
department.
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 Fujikura Develops White LED LIGHTimes StaffMay 30, 2005...A Japanese company other than Nichia has developed a white LED of their own with
a new phosphor material. Fujikura Ltd. of Tokyo, Japan, a telecommunication and technology company, has collaborated with
the National Institute for Materials Science to develop a new brighter, white
LED that uses a special phosphor material, according to an article
in Nikkei Business Daily. The new phosphor is a mixture of silicon, aluminum,
oxygen, nitrogen. The device uses a blue LED coated with a resin containing
the phosphor material. The company claims that the increased brightness is due
to the improved efficiency of the phosphor material. Fujikura will begin shipping
samples of the new LED before the end of the fiscal year. Holes Placed Periodically in Substrate Boost LED Efficiency LIGHTimes StaffMay 27, 2005...A research team from Kyoto University and Japan Science and Technology Agency
has developed a design that significantly boosts the efficiency of light emitting
diodes according to a NikkeiNet Interactive article.
The article sites research appearing in the May 27 edition of the journal Science
which discusses how tiny holes every 390-480nm in the crystalline structure of
a thin film InGaAsP substrate of LEDs can boost light emitting 300 to 400%. The
article points out that only about 20% of the light manages to escape a typical
LED, but the rest remains trapped within the substrate and dissipates. The periodic
holes open up escape routes for the trapped light. The researchers have theorized
that such structure might help make LEDs that are close to 100% efficient. Light emitting efficiency boosts with hole filled GaAs substrates were reported by researchers at UCLA in 1993. |