Strategically Blogging

Lasers Assisting with Cancer Surgery

Allen Nogee 09/03/2015

Finally an exciting new laser medical application that could save many lives.

The End of Non-LED Lighting is Approaching

Philip Smallwood 09/02/2015

A few weeks ago, EdisonReport reported that GE will be discontinuing some incumbent lighting technology luminaires, and will no longer be producing any new custom non-LED luminaire configurations starting in 2016. 

IKEA Lives Up to its Promise to Only Sell LED Bulbs

Stephanie Pruitt 08/18/2015

In 2012, IKEA, the world’s largest home-furnishings retailer, vowed that it would only sell LED lamps in its stores by 2016. Three years later, it looks as though the retail giant is keeping its word and getting a head start.

The End of the Smartphone Era Has Arrived. Bring in the Lasers.

Allen Nogee 08/06/2015

It’s really hard to believe that it has been just a little over 8 years since Apple introduced the iPhone, the smartphone which more or less started the smartphone revolution. In 2014, close to 1.2 billion smartphones were shipped, with Apple and Samsung leading the pack. But smartphone shipments are slowing, so manufacturers are doing what they can to get new customer by adding lasers.

Remembering Dr. Roland Haitz

Shonika Vijay 08/06/2015

We heard about the passing of Dr. Roland Haitz in late June and we wanted to take this moment and remember the pioneering figure behind the evolving world of LEDs. We give our condolences to Dr. Haitz’s family, friends and the many lives his research and work touched.

Some thawing in the opto end markets?

By Tom Hausken
There are signs that some markets for optoelectronic products are thawing a little bit. Foundries in Taiwan have hired back workers. Large-area flat panel display production in Taiwan was up in March over the previous month. Sales of flat panel TVs and video recorders were up in Japan . Memory chip prices are up and Samsung, for one, expects improving demand for memory chips this quarter. Hon Hai, a major contract manufacturer, is hiring in Taiwan, China, and the Czech Republic, with expansion plans in Mexico, Turkey, Russia, and elsewhere. Even equipment supplier EV Group announced that it will add a shift to accommodate demand for through-silicon via (TSV) and nanolithography tools. Compound semiconductor supplier Triquint has also announced a bounce as inventory burns off.

At the least, this is an indication that inventories are now worked out of the supply chain. But, it's interesting that a lot of the news comes from one place: Taiwan.

Dominique Numakura of DKN Research Group notes several reasons for Taiwan's thaw in his recent newsletter . First, it's based on two successful products that are emerging now, just as the recession hurts sales for just about everything else. Those products are the netbook computer and the smart phone. Another reason is that spillover of demand from mainland China's stimulus package has driven up demand for large screen TVs supplied from Taiwan. Numakura also suggests that Taiwan has a more urgent and proactive approach to the downturn, more aggressively seeking out opportunities than Japanese and American counterparts that take a more reactionary approach.

It helps to note too that the semiconductor downturn dates all the way to 2007 already, so improvement is well overdue.

Any thawing will be good news for anyone making optoelectronic chips for common appliances: things like image sensors, displays, LEDs, etc.

There is still plenty of bad news coming out every day. For example, iSuppli doesn't buy the hype about a memory chip recovery, arguing that the supply will still exceed the growth in demand. And for the most part, the demand for fab tools and other manufacturing equipment remains frozen solid. But the chip demand has to improve before anything else can.

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