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LEDs ♦ news digest


technology enables new applications and product differentiation, fuelling an increasingly segmented market that research firms predict will be a multi- million unit market by 2013.”


The Compact SBT-16 and SBT-39 integrate seamlessly with standard SMT manufacturing processes and equipment. Luminus Big Chip LEDs are RoHS compliant, and unlike traditional projector lamps they are free of hazardous materials such as mercury. Their high reliability eliminates the need for light source replacement, resulting in maintenance-free, worry-free projectors. Samples of both chipsets are now available to lead customers.


LED chip manufacturers target general illumination market


Strategy Analytics’ latest report which includes developments from Cree, Seoul Semiconductor, Philips Lumileds and Luminus describes the impact of recently released lighting class products.


As the lighting market begins the transition from incandescent bulbs to more efficient alternatives, LED manufacturers continue to develop products aimed at general illumination markets.


The recently published Strategy Analytics GaAs and Compound Semiconductor Technologies Service (GaAs) viewpoint, “Compound Semiconductor Industry Review April 2011: Optoelectronics, Materials and Equipment,” captures the product, technology, contract and financial announcements for optoelectronic companies, such as Aixtron, Kopin, Cree, Philips Lumileds, Ciena and GT Solar for March 2011.


“The global effort aimed at phasing out less-than- efficient incandescent light bulb creates a big opportunity for alternative lighting sources,” noted Eric Higham, Director of the Strategy Analytics GaAs and Compound Semiconductor Technologies Service. “LED manufacturers are responding with products and technology that reduce costs while improving LED-based general lighting aesthetics.”


Asif Anwar, Director, Strategy Analytics Strategic Technologies Practice, added, “In addition to


LEDs, the optoelectronics industry is realising energy savings with product developments and investments aimed at increasing capacity and efficiency of solar energy infrastructure.”


This report summarises April 2011 financial, product, contract and employment announcements from major optoelectronic material, device and equipment suppliers and are categorised by material and equipment, laser, LED and compound photovoltaic activity.


Rubicon reaffirms Q2 2011 guidance


The firm has had another solid quarter and estimates that revenue in the second quarter should come in at the high end of the $40 million and $43 million range of its previously provided guidance.


Rubicon Technology, a provider of sapphire substrates and products to the LED, RFIC, semiconductor and optical industries has reaffirmed its previously issued second quarter 2011 revenue and earnings guidance and clarified its projected tax rate for the second quarter and remainder of the year.


The Company reported that it is having another solid quarter and estimates that revenue in the second quarter should come in at the high end of the $40 million and $43 million range of its previously provided guidance. Pre-tax earnings are also expected to be at the high end of the previous estimates. The Company’s second quarter EPS guidance of $0.82 to $0.86 assumed a diluted share count of 24 million shares and a tax rate of 7 %, which represents accrual for state income taxes only.


When providing this guidance, the management indicated that a determination might be made to begin accruing for federal income tax as soon as the second quarter due to a number factors, including the dramatic increase in earnings of the Company. William Weissman, Rubicon’s Chief Financial Officer, has confirmed that the Company will begin accruing for federal income tax beginning the second quarter of this year, which will bring the Company’s effective tax rate up to approximately 40 % for the second quarter and for the remainder


July 2011 www.compoundsemiconductor.net 55


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