Thanks, that answers my question very succinctly. So what you are saying is that cree has a better, cheaper solution in the high-power blue/green LED market. For low power, and for other colors, other technologies are (currently) cheaper/better than SiC, so it would not make sense for cree to try to go after that market.
So the next question is, if 50-80% of cree's revenues are LEDs, and if they only compete in high power blue/green, is this enough of a market to make a gorilla? And if not, is cree betting on their remaining business, transistors, high power, rad-hard applications, etc, to make it a winner?
BTW, I am familiar with the need for rad-hard high-temperature electronics in space, so I realize that this represents a great opportunity for cree. However, I am also aware that this is a niche market and is not gorilla territory. |
