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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: unclewest who wrote (16973)	2/3/2000 11:50:00 AM
From: semi_infinite	Read Replies (1) of 54805

the demand for LEDs is growing so fast that other companies are rushing to fill the void using sapphire. the advantage cree has is SiC is considerably less expensive than sapphire and is technically superior. what in fact is happening is that cree is producing superior products at lower cost with higher margins (53%) than their competition. the demand is there...cree is capturing it. I would agree with the lower cost and small form-factor advantage of the non-sapphire process. However, how about brightness? Will SiC overcome that disadvantage?

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