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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: RocketMan who wrote (14641)1/9/2000 5:01:00 AM
From: unclewest  Read Replies (1) of 54805
 
I just searched the HP site, and found a variety of LED products from Agilent in different colors. The blue LEDs are SiC, but there is not information as to whether they manufacture them themselves or they get them from Cree. This brings up a question, though, isn't SiC pretty much restricted to luminesing in blue/green? Wouldn't traffic signs need brighter colors, yellows and reds? And wouldn't LED screens need LEDs in several colors? So are we talking about a subset of LEDs that Cree could supply in the overall market, those in the blue/green light? And if so, if a company can get a good deal from another supplier on the other color LEDs why would't they stay with them for whatever blue/green LEDs they supply as well, even if they are not as good as Crees?

I will have more info on HP on monday. For now I can say that I believe HP uses mostly sapphire based blue/green and i also believe they buy CREE chips. I have no info that HP/A produce SiC.

The traffic lights here using SiC LEDs...are using them initially for red.
The LED market is price driven...CREE's chips are cheaper than sapphire based, and are engineered better(easier to use). CREE is the good deal.

This does not affect SiC's use as a substrate, or FETs, power applications, or hardened electronics, but I wonder how much of Cree's revs are tied to LEDs?

presently 50%

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