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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Dinesh who wrote (14789)	1/10/2000 7:39:00 AM
From: FLSTF97	Read Replies (1) of 54805

I don't know how to give you an universal answer since it must always be application specific. If we are talking LED's replacing incandescent bulbs, then for most applications the barriers will likely be small. For most of the others I think there could be very sizable switching costs (once the SiC devices are adopted). Take the PCS base station example. Going forward one could assume the housing (box, or small shed depending on the tower)would shrink since you shrink the required volume (maybe 90%). Once that happens, it would be hard to go back to silicon since you would have to field larger boxes/ sheds. Let's take blue lasers. For data storage or transmission, switching back to longer wavelengths would decrease capacity or bandwidth (not a likely trend and thus a high switching cost.) However..being replaced by say a GaN or AlN laser would probably not a "high" switching cost. There fundamental reasons(Ga and Al are more rare than Si or C, they have worse thermal and chemical properties) to believe that these materials won't be cheaper or better suited than SiC devices. Fatboy

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