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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: RocketMan who wrote (14641)	1/9/2000 12:11:00 PM
From: FLSTF97	Read Replies (1) of 54805

Let me see if I can answer this succinctly> The short answer is that as long as SiC cost more than the alternatives for the other colors, it will be relegated to the green-blue LEDs. The other color LED's are commodities and at some time in the future blue LEDs will also be commoditized. The one who delivers the right quality at lowest price wins. The users don't care what materials are used and from which suppliers they get the products. The longer answer is that in theory SiC could produce most any color with a lower energy level than it's bandgap. Which means if suitable impurity materials can be found and added, many different colors can be emitted by SiC LEDS. If one reads any of the Cree info, you will notice that various "flavors" of SiC crystal material is produced. Each of these is capable of emitting differing shades in the green blue spectrum. High power LEDS in the other colors exist and I would think are already priced below what a SiC LED might bring; so for Cree that shouldn't be interesting. Fatboy PS for those who understand the physics and wish to argue the finer points/errors in my statement above: please don't, I was trying to keep it simple.

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