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To: unclewest who wrote (1837)2/4/2000 10:25:00 PM
From: Guy Gordon  Read Replies (2) | Respond to of 10713
 
cree's bright blue's sell for about 1/2 the cost of sapphire

Please quote source. Also, if you have it, what is Cree's market share of blue LED's? If they cost 50% less than their competitors (at comparable brightness and lifetimes), then they must own 90% of the market, neh?

they are much easier to design with because of the connections.

Incorrect. The connection at the base of the SiC substrate makes it easier for Cree to package the LED in its epoxy lense. It does nothing for the buyer.

cree recently demonstrated a 4" crystal and said 10-12" are quite possible.

True, but largely irrelevant. "possible" generates no sales. Nor does demonstrating a single 4" boule. The question is always "what can they actually produce in commercial quantities?" In Cree's case, they have been producing 2" boules, and are just now starting to produce 3" boules. I do not mean to denigrate their future. I am simply saying that we have to compare what can be done in Si and Sapphire today with what Cree can produce today. Not with what they might produce tomorrow. Tomorrow the other LED makers will also have new advances.

Your turn. :-)