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Editorial:
LED Lighting Summit Buzz: Walking the walk with decision makers
... It's interesting when you arrange something like the LED lighting-focused SSL Summit to see who's really ready to walk the walk, rather than just talking the talk. Here you have an conference that's bringing in real facilities-oriented decision makers that should represent somewhere between 200 and 300 million square...
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State Lighting Design. Applications updates, the latest luminaires and wins,
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2012
SSL Summit Series keeps its focus to Smarter, Better Lighting
Launched in 2008, the SSL
Summit has tweaked its mission to facilitate a future of better lighting.
October's New York City meet really hit the target, and we're picking up the
pace for LA/Long Beach April 3-4, 2012. The Summit brings together key lighting
influencers with industry thought leaders, pioneers, and innovators from the
across the solid state lighting eco-system to engage their visions of the future
of lighting.
Quality is the gate, the future is the focus...
Showcase participants and sponsors are vetted to separate
the wheat from the chaff... Look into the series information at www.SSLsummit.com
for the details. Sponsorships and showcase positions are available now, and
event registration will open in early January.
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LCD TV Panel Makers Target 40 Percent LED Penetration in Q4 2010 LIGHTimes News StaffSeptember 3, 2010...LCD TV panel prices fell quickly in Q3’10 due to oversupply and inventory adjustments downstream. However, LED panel prices are falling even faster than CCFL.
According to market analyst company, DisplaySearch, the continuing transition to LED backlights is motivating LCD TV panel manufacturers to develop their supply chains in order to reduce the cost of LED-backlit panels. In DisplaySearch's Quarterly LED Backlight Panel Shipment and Forecast Report reveals that 9.5 million, or 18.5%, of the LCD TV panels that shipped in Q2’10 had LED backlights. This was 110% growth over the previous quarter.
The company notes that LCD TV panel makers are targeting aggressive growth for LED panel shipments, with plans to reach 40 percent LED penetration in Q4’10, and to exceed 50 percent penetration in Q2’11. Penetration is highest among leading LCD TV panel makers, including Samsung, LG Display, AUO, Sharp, and Chimei Innolux. Notably, Samsung and Sharp aim to ship more LED LCD TVs than CCFL panels in Q4’10 (Table 1). Among these players, Sharp is the only one focusing on direct-type LED backlights, as opposed to the more common edge-lit structure.
“LCD TV panel prices fell quickly in Q3’10 due to oversupply and inventory adjustments downstream. However, LED panel prices are falling even faster than CCFL.” said David Hsieh, Large-Area LCD Research Team Leader and Vice President of the Greater China Market for DisplaySearch. Hsieh added, “Panel makers are expecting to grow their shipments through the end of the year as LED panel prices and end-market retailer prices of LED LCD TVs fall rapidly.”
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Cree Demonstrates High Quality 150-mm Silicon Carbide Substrates LIGHTimes News StaffSeptember 3, 2010...Cree of Durham, North Carolina USA, has reported a silicon carbide advance that the company says will help lead to wide scale commercialization of SiC.
The company demonstrated high quality, 150-mm SiC substrates with micropipe densities of less than 10/cm2. The current Cree standard for SiC substrates is 100-mm diameter material.
SiC is a high-performance semiconductor material used in the production of a broad range of lighting, power and communication components, including LEDs, power switching devices and RF power transistors for wireless communications. The company contends that the significant size advancement of single crystal SiC substrates to 150-mm can enable cost reduction and increased throughput, while bolstering the continued growth of the SiC industry.
“Cree’s achievement of 150-mm SiC substrates further demonstrates Cree’s leadership in SiC materials technology,” said Dr. Vijay Balakrishna, Cree Materials product line manager. Steve Kelley, Cree chief operating officer, added, “We expect that 150-mm substrates can reduce device cost, boost manufacturing output and expand our product range." September 3, 2010...AU Optronics (AUO) is increasing its applications of LED backlights for its TFT-LCD panels used in notebooks and LCD monitors, according to Digitimes article. The company reportedly plans to increase the LED backlight proportion for its notebooks from 98% currently to 100% at the end of 2010. AU Optronic says it also plans to increase the proportion of LED backlit LCD monitors from 25 percent in the second quarter of 2010 to 100% in 2013.
AUO points out that its LED-backlit TV panels range between 24- to 65-inch models, and the LED-backlit LCD monitors go up to as large as 27 inches.
The company says it is developing LED backlit 3D panels for TV, monitor and notebook applications. AUO plans to introduce its 65-inch TV panels with built-in 3D display function in the fourth quarter of 2010, and AUO notes that LED backlit 3D notebook panels and 23- and 27-inch LED-backlit 3D monitor panels will come in 2011.
For touch panel products, AUO indicated that it can provide 5- to 10-point multi-touch solutions, and all-in-one PCs and tablet PCs.
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Tel Aviv University Researchers Developed OLED made with Self-Assembled Peptide Nanotubes LIGHTimes News StaffAugust 31, 2010...Researchers from Tel Aviv University’s Department of Electrical Engineering have developed self-assembled peptide nanotubes which they hope will “green” the optics and electronics industry, according to an article in ScienceBlog.com. Researchers Nadav Amdursky and Prof. Gil Rosenman of Tel Aviv University’s Department of Electrical Engineering say their technology could make flat screen TV production green and can even make medical equipment such as subcutaneous ultrasound devices more sensitive.
The technology is reportedly inspired by a biomaterial involved in Alzheimer’s disease research discovered by Prof. Ehud Gazit of the university’s Department of Microbiology and Biotechnology. The scientists from the Electrical Engineering Department developed a new nano-material, applying the scientific disciplines of both biology and physics. This biological material is the basis for their new, environmentally-friendly variety of OLEDs which might someday be used in consumer and medical electronics.
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Veeco to be Primary MOCVD System Supplier for Tsinghua Tongfang LED Factory CompoundSemi News StaffAugust 30, 2010...Veeco Intruments reports that Tsinghua Tongfang Company, a Beijing-based division of Tsinghua Holdings Company Limited, has selected Veeco to supply its metal organic chemical vapor deposition (MOCVD) systems for their new LED factory. Veeco says that Tsignhua accepted the order of the initial systems as part of a planned large multi-tool purchase order booked earlier this month.
Wang Lianghai, Vice President of Tsinghua Tonfang commented, "After thorough evaluation of available MOCVD systems at our Beijing LED R&D site, we selected Veeco as our primary supplier for our new production facility in NanTong which is scheduled to be completed by the end of this year. The TurboDisc(R) K465i MOCVD systems were the clear winner in terms of cost of ownership and productivity." He added, "We have an aggressive plan to ramp production of LEDs primarily to address backlighting demand for TVs, and Veeco's technology, tool performance and customer support best matched our needs."
Bill Miller, Ph.D., Executive Vice President, General Manager of Veeco's MOCVD Operations, commented, "Tsinghua Tongfang has put together an exciting new enterprise, moving from the lighting engineering business directly into the manufacture of LEDs. They have solid financial backing and an experienced technology team, and we are pleased to support their production ramp." Oak Ridge National Laboratory's Graphite Foam Technology Licensed to LED North America LIGHTimes News StaffAugust 31, 2010...A technology developed at the Department of Energy's Oak Ridge National Laboratory that researchers claim extends the life of LED lamps has been licensed to LED North America.
The agreement exclusively licenses a graphite foam technology developed by James Klett of ORNL's Materials Science and Technology Division.
LED North America says it intends to use the graphite foam to passively cool components in LED lamps, which are increasingly in demand in applications such as street lights and parking garage lighting. LED North America specializes in providing LED lighting products for municipal, commercial and industrial applications.
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QMC Patents Ruled Invalid in JPSA Laser Lift-Off (LLO) Patent Dispute LIGHTimes News StaffAugust 26, 2010...JP Sercel Associates, Inc. (JPSA) of Manchester, New Hampshire USA, a manufacturer of laser micromachining systems for LED production, reported that the Korean Intellectual Property Tribunal ruled in favor of claimant JPSA and invalidated two of QMC’s Korean patents dealing with scribing and LLO. The invalidated Patents are No. 724540, “Laser Beam transmission system and method of the same and lift-off process method,” and No. 588459, “An adjustable laser beam delivery system and method for forming the same.” Patent No. 588459 was invalidated on June 23rd, 2010 and Patent No. 724540 on July 8th, 2010.
JPSA alleged that QMC’s patent claims were invalid over various prior art references including JPSA’s Korean Patent No. 0849779, “Method for separating layers of material”, and Korean Patent No. 790644, “System and method for cutting using a variable astigmatic focal beam spot”.
JPSA’s Chairman, Jeffrey Sercel, stated, “Prior to developing laser systems, QMC was a former Korean sales and service representative of JPSA; therefore, they had key information about our technology and methods. We were surprised and disappointed to find QMC filing for patents already granted to JPSA. Despite our disappointment, we continue to invest valuable time and money to protect our highly advanced laser technology, and our years of experience and development work has resulted in JPSA’s strong market presence in scribing and LLO of LEDs.”
QMC has already appealed the invalidation decisions. However JPSA says it
expects that the Korean Patent Court will agree with the findings made by the Intellectual Property Tribunal on June 23rd and July 8th, 2010. Our news features are reported
by the LIGHTimes staff writers.
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Commentary & Perspective...
LED Lighting Summit Buzz: Walking the walk with decision makers Tom Griffiths - PublisherAugust 26, 2010...It's interesting when you arrange something like the LED lighting-focused SSL
Summit to see who's really ready to walk the walk, rather than just talking
the talk. Here you have an conference that's bringing in real facilities-oriented
decision makers that should represent somewhere between 200 and 300 million
square feet of commercially managed property in NYC, and that demands the "product
visible" companies to meet some basic quality criteria. Suddenly more than
a few of the hundreds of manufacturers that you see at the big lighting shows,
and in the news, seem to have cold feet. Time to walk the walk.
That's not to say that if a company isn't there that you should assume there's
an issue. There are plenty of great companies that are simply looking at where
the bodies have to be, and when, and not able to fit it in all into the schedule.
"Attend the board meeting or go to the Summit... hmmm. I'll just blow off
my investors, they'll understand," says the CEO (not). There are also more
than a few startups that simply have $XXX per month to travel on, and those
sales calls are already scheduled. Hey, we all have budgets, and the discipline
to live with them is one key to success. There are also the ones who haven't
heard about it (consciously). We have more than one industry friend who are
avid readers, must have the banners in their faces at least weekly, and that
reply with, "Oh shoot... I didn't notice the dates. Is that coming up in
just a few weeks?" The sign-up typically follows the next day or two, as
soon as they have the flights.
There will also be plenty of attending manufacturers that are bringing quality
to the market, but didn't choose to be in the sponsor's showcase or didn't get
in early enough to have a talk. Lack of product on display is not a measure
of whether they have a worthwhile product or not. Those are decisions to be
made about promotion and exposure. We all have our opinions on where and how
it's best to invest, and we'd all do things differently with an unlimited budget,
but no one in their right mind would ever give marketing an unlimited budget.
(Insert your favorite political diatribe on government spending programs here
for illustration...)
The companies that we find interesting are those big talkers that stormed
Lightfair with their "wide range of products" and "great performance",
who are suddenly confronted with the possibility of facing actual high-level
customers. "We're not quite ready to be there yet." Interesting. If they could get through to the decision makers at all, they'd be qualifying with just
the right words such as, "Looks good for availability this fall,"
when it could be rightly restated as, "If everything went smoother than
ever has happened, we can make one available to the labs for testing to see
if it comes close to matching what we put on our preliminary spec sheet." I guess that means, "Would look good for availability...". What I suspect they're hoping is that the only thing that will stick is the company name so they can get through again "when they're ready" and start things rolling for real. Good luck with that.
Again, don't
assume this is condemnation of anyone with a schedule slip versus expectations.
If you don't plan aggressively, you won't achieve aggressively, and quite frankly,
the only way you know you've gotten to the edge is to slip a bit and catch your
balance. Ask anyone in motorsports. You need to go to the edge to find out where
the edge is. The talent is in learning to hang on that edge without blowing
out of the corner. That's why many, many entrepreneurs have a failure in their
past. It's how they learned to do it right (and faster) this time.
So who will you find there? Winners. Not the only winners, but a good representation
of companies that are offering competent solutions. All have made mistakes,
I am sure, with some of those mistakes being visible and others having escaped
the light of day. That decision making audience will also be made up of winners,
whether they are designers, consultants or engineers, or personally managing
a few million square feet (let's see... 2M sqft x $50/sqft rent makes a tidy
little $100M business they're running with an equivalent market cap of a quarter
to a half billion). Winners will also be there in lower key ways, even if their
product isn't yet to the point they want to shine the kind of spotlight on it
that others might. They're winners because they're working to engage with other
winners.
Special thanks to our 2010 Summit NY and Series supporters, including diamond
sponsors Lithonia Lighting and LEDnovation. Platinum sponsors include Wiedenbach
Brown, Greenlight Initiative, Toshiba, Graftech and Array Lighting. This year's
showcase participants also so far include Gold sponsors CRS, Cree, and Philips
Lumileds.
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Don't miss the SSL Summit Series, kicking off September 14-15 in
New York City, conveniently located on Manhattan in the financial district.
It's all about quality, so if you are a luminaire manufacturer that would like
to connect with some of the top lighting decision makers in the area, you won't
find a more efficient two days during this year. Any luminaire manufacturer
receiving product visibility is being vetted for basic quality criteria, but
if your company doesn't quite have those LM-79 reports and datasheets all matched
up yet, fear not. You're absolutely welcome to attend for the top-level networking
and "how to get it done" discussions that can make it even more critical that
you find your way there. Visit www.SSLsummit.com
for series details, or jump directly the NY overview here. 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.

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