news digest ♦ LEDs
With fierce competition in the market, manufacturers have to take smaller margins if they want to be competitive in the residential sector. Companies like Samsung, Toshiba, and LG who have a substantial business outside of lighting (and benefit from manufacturing LEDs) will be able to hang on longer, while pure lighting players have to either accept lower margins or move out of the residential sector altogether.
The main factor will be down to price, but brand recognition and brand reliability will also play an important role. So when will the oligopoly end and we see the likes of Panasonic, Havells, Samsung, Toshiba, TCP and LG being a real threat to the Big Three?
Full detailed quantitative analysis of the lighting market can be found within the ‘Lighting - World - 2013 Report.’
Soitec and IntelliEPI to improve GaAs services
The two companies have signed an agreement which includes a technology license granted by Soitec to IntelliEPI. The agreement may be extended to address future business opportunities in the GaAs market, including equipment transfer
time, offering Soitec’s customers supply-chain security,” adds Yung-Chung Kao, IntelliEPI President and CEO.
GaAs is a compound of the elements gallium and arsenic. It is a III-V semiconductor, and is used in the manufacture of devices such as microwave frequency integrated circuits, monolithic microwave integrated circuits, infrared LEDs, laser diodes, solar cells and optical windows.
GaAs is often used as a substrate material for the epitaxial growth of other III-V semiconductors including InGaAs and GaInNAs.
IHS: Opoelectronic components market holds promise
LEDs continue to dominate the optoelectronic components market
Soitec, and Intelligent Epitaxy Technology, a provider of InP, GaAs, and GaSb epitaxial wafers to the electronics and optoelectronics industries, have signed a collaborative agreement to better serve the GaAs market.
This partnership aims at addressing the market requirements for a reliable second source, while also extending the leadership position of both companies in the GaAs market as well as delivering the best product at the lowest cost for the customers.
“We are delighted to announce the license of our technology leading to a second source for our products for our key GaAs customers ,” says Bernard Aspar, Senior Vice President and Soitec’s Communication & Power Business Unit General Manager.
“This collaborative agreement will reinforce our GaAs technology and product know-how while, at the same
88
www.compoundsemiconductor.net January / February 2014
According to the report ‘Optoelectronic Components’ from IHS Inc, there are a number of small high growth opportunities that could prove lucrative for a number of suppliers.
LEDs currently account for 79 percent of the total optoelectronic component market, in terms of revenue, with lighting and backlight applications making up the majority of this.
By 2018, the percentage of total optoelectronic component revenue that is LED is expected to fall to 75 percent, as new emerging growth opportunities exist in the market for other components.
In the optical isolation market, revenue in the high performance optocoupler market to increase from $543 million in 2013 to $677 million by 2018, with particularly high growth expected in the gate driver market. New
Page 1 |
Page 2 |
Page 3 |
Page 4 |
Page 5 |
Page 6 |
Page 7 |
Page 8 |
Page 9 |
Page 10 |
Page 11 |
Page 12 |
Page 13 |
Page 14 |
Page 15 |
Page 16 |
Page 17 |
Page 18 |
Page 19 |
Page 20 |
Page 21 |
Page 22 |
Page 23 |
Page 24 |
Page 25 |
Page 26 |
Page 27 |
Page 28 |
Page 29 |
Page 30 |
Page 31 |
Page 32 |
Page 33 |
Page 34 |
Page 35 |
Page 36 |
Page 37 |
Page 38 |
Page 39 |
Page 40 |
Page 41 |
Page 42 |
Page 43 |
Page 44 |
Page 45 |
Page 46 |
Page 47 |
Page 48 |
Page 49 |
Page 50 |
Page 51 |
Page 52 |
Page 53 |
Page 54 |
Page 55 |
Page 56 |
Page 57 |
Page 58 |
Page 59 |
Page 60 |
Page 61 |
Page 62 |
Page 63 |
Page 64 |
Page 65 |
Page 66 |
Page 67 |
Page 68 |
Page 69 |
Page 70 |
Page 71 |
Page 72 |
Page 73 |
Page 74 |
Page 75 |
Page 76 |
Page 77 |
Page 78 |
Page 79 |
Page 80 |
Page 81 |
Page 82 |
Page 83 |
Page 84 |
Page 85 |
Page 86 |
Page 87 |
Page 88 |
Page 89 |
Page 90 |
Page 91 |
Page 92 |
Page 93 |
Page 94 |
Page 95 |
Page 96 |
Page 97 |
Page 98 |
Page 99 |
Page 100 |
Page 101 |
Page 102 |
Page 103 |
Page 104 |
Page 105 |
Page 106 |
Page 107 |
Page 108 |
Page 109 |
Page 110 |
Page 111 |
Page 112 |
Page 113 |
Page 114 |
Page 115 |
Page 116 |
Page 117 |
Page 118 |
Page 119 |
Page 120 |
Page 121 |
Page 122 |
Page 123 |
Page 124 |
Page 125 |
Page 126 |
Page 127 |
Page 128 |
Page 129 |
Page 130 |
Page 131 |
Page 132 |
Page 133 |
Page 134 |
Page 135 |
Page 136 |
Page 137 |
Page 138 |
Page 139 |
Page 140 |
Page 141 |
Page 142 |
Page 143 |
Page 144 |
Page 145 |
Page 146 |
Page 147 |
Page 148 |
Page 149 |
Page 150 |
Page 151 |
Page 152 |
Page 153 |
Page 154 |
Page 155 |
Page 156 |
Page 157 |
Page 158 |
Page 159 |
Page 160 |
Page 161 |
Page 162 |
Page 163 |
Page 164 |
Page 165 |
Page 166 |
Page 167 |
Page 168 |
Page 169