news digest ♦ LEDs
granted adjustments to fourth-quarter 2011 price and volume requirements under the expiring six- inch contract, as management had indicated was likely in remarks made November 8.
As a result, Rubicon’s revenue for the fourth quarter ended December 31, 2011, was between $19 and $20 million, slightly below its previous guidance of $20 to $23 million. The Company expects to release complete results for the fourth quarter on February 23, after the market closes.
In another matter, but also related to the current market conditions, Rubicon disclosed that the Company, as an accommodation to certain key customers of its small-diameter sapphire ingots (cores), wrote off $1.8 million of accounts receivable in the fourth quarter.
“The fourth quarter of 2011 was a period of limited demand for sapphire substrates resulting from the accumulation of excess inventory in the LED supply chain,” Parvez said. “This temporary decline in channel demand in turn resulted in sapphire prices falling sharply in the second half of 2011. Out of consideration for our important customer relationships, we made certain concessions that we deemed to be in the best long-term interest of our company.”
“The near-term demand from the LED market continues to be limited, as inventory adjusts throughout the supply chain, but orders for two- inch and four-inch cores have begun to recover somewhat in the first quarter of 2012, and demand for large-diameter wafers for the Silicon on Sapphire (SoS) RFIC market is growing. As the channel inventory situation improves, and as LED technology further penetrates both the backlighting market and the general lighting market, we expect significant strengthening of the market for sapphire substrates later this year,” he said.
“We remain optimistic on the long-term outlook for the LED market and Rubicon’s positioning to capitalise on the opportunity. To date, Rubicon has shipped more than 230,000 six-inch sapphire wafers to the LED manufacturing and RFIC industries. This has provided us with the experience and scale to drive process and cost efficiencies throughout our system while maintaining our industry leading quality and service. Cost and quality leadership are instrumental to the
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www.compoundsemiconductor.net March 2012
acceleration of LED adoption in the marketplace and, as such, are strategic priorities for Rubicon,” Parvez concluded.
SemiLEDs’ nitride UV LED chips hit 40% EQE
The firm hopes its chips, some of which incorporate indium gallium nitride layers, to advance UV LED technology for the curing industry and provide cost- effective solutions
SemiLEDs Corporation says its latest ultraviolet LED chips are capable of emitting radiation at a wavelength of 390-420 nm with 40% external quantum efficiencies (EQEs).
The EQE is an LED’s ability to convert electrons into photons. The devices have been tested at 350 mA and up to an output power of 500 mW and a typical 3.3V forward voltage. The exact output power depends on the wavelength.
“Our patented structure and metal alloy substrate allow us to produce and supply to the industrial curing market UV LEDs that are capable of operating at high current with high output power density,” says Chuong Tran, COO and President of SemiLEDs.
“We are proud to be able to advance the UV LED technology for the curing industry and to provide cost-effective solutions to our customers thanks to our proprietary MvpLED technology.”
The present SemiLEDs UV LED products are available in wavelengths ranging from 365nm- 420nm, in chip sizes of 1.07 mm x 1.07 mm and 0.3 mm x 0.3 mm, and are immediately available for sampling and order.
GTAT to provide large diameter sapphire cores to Chongqing Silian
The firm will to supply 500,000 TIE (2-inch equivalent) of 6-inch diameter c-plane sapphire cores, which will be used to produce high quality sapphire substrates for the HB-LED industry
GT Advanced Technologies has announced that
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