Gallium_Arsenide高级半导体

高级半导体

Compound Semiconductor Industry Review July - September 2015: Optoelectronics, Materials & Equipment



Please contact us to discuss pricing Contact Us

US and global visitors can buy this report for $1399
UK visitors will be charged £1100

This report is available for individual purchase.

Report Summary:

This quarter represents one of the rate occasions where most of the financial results from this segment are positive. The solar energy sector is seeing turbulence as announcements about new plants appear with similar frequency to companies exiting the business. LEDs continue to find new applications and optical components continue to push higher in data capability. This report covers significant financial results, product developments, organizational changes, acquisitions, trends and developments in the optoelectronics, material and equipment segment of the compound semiconductor industry.

his quarter represents one of the rate occasions where most of the financial results from this segment are positive. The solar energy sector is seeing turbulence as announcements about new plants appear with similar frequency to companies exiting the business. LEDs continue to find new applications and optical components continue to push higher in data capability.


Table of Contents

1. Executive Summary 3
2. Introduction 5
3. Materials and Equipment 13
3.1 Company Results 13
3.1.1 IQE Issues Trading Update & Notice of Results 13
3.1.2 Riber Reports First-half 2014 Results 13
3.1.3 AIXTRON Order Backlog Supports Strong Growth in H2/2015 13
3.1.4 Veeco Reports Second Quarter 2015 Financial Results 14
3.1.5 Agilent Technologies Reports Third-Quarter 2015 Results 14
3.1.6 IQE Reports Unaudited Half Year Results 14
3.2 Contracts 14
3.2.1 OEM Group Announces Cintillio Order 14
3.2.2 OEM Group Receives Repeat Order for AGHeatpulse RTP 15
3.2.3 AMEC Ships Etch Tool for 3D V-Nand Flash Processing 15
3.2.4 Oxford Instruments Receives Order from Chinese LED Manufacturer 15
3.2.5 SPTS Technologies Receives Order from WIN Semiconductors 15
3.2.6 Asahi Kasei Orders AIXTRON CCS Tool 16
3.2.7 AIXTRON Sells Optacap-200 Tool to Asian Display Manufacturer 16
3.2.8 BluGlass Receives Foundry Development Order 16
3.2.9 Asahi Kasei Micro Devices Chooses Veeco MBE Technology 16
3.3 Other 17
3.3.1 Nanoco Group Starts Commissioning Korea QD Facility 17
3.3.2 Orbotech Announces Sale to SPP Technologies 17
3.3.3 Phoenix Semiconductor and Samsung to Continue Production Deal 17
3.3.4 IQE & Cardiff University Establish Joint Venture 17
3.3.5 Thermco Launches Upgrade for Vertical Furnace Systems 18
3.3.6 AMEC Installed Base Reaches 400 Units 18
3.3.7 Applied Materials Announces Centris Sym3 Etch System 18
3.3.8 Applied Materials Introduces ALD System 18
3.3.9 Leti & EVG Launch INSPIRE Lithography Program 19
3.3.10 OEM Group Develops Suite of Integrated PVD Solutions 19
3.3.11 II-VI Advanced Materials Demos 200mm SiC Wafer 19
3.3.12 Nano-C Receives EPA Approvals for Single Walled Carbon Nanotubes 20
3.3.13 Veeco Ships 50th EPIK 700 MOCVD Reactor 20
3.3.14 ALLOS Transfers 150 & 200mm GaN-on-Si Technology to Epistar 20
3.3.15 Thorlabs Acquires Vytran 21
3.3.16 SPTS Achieves $1 Billion in Exports 21
3.3.17 IQE Signs Agreement for Translucent’s cREO Technology 21
3.3.18 k-Space Introduces kSA Scanning Pyro Tool for MOCVD Epiwafer Production 21
3.3.19 SUSS MicroTec Launches XB8 Semi-automated High-Force Wafer Bonder 22
3.3.20 Accel-RF Launches Quantum SMART Fixture for GaN & SiC Bench-Top Testing 22
3.3.21 Soitec Board Names CEO & Chairman Emeritus 22
3.3.22 Lasertec Launches Surface & PL Defect Inspection System 22
3.3.23 HC Semitek to Acquire Crystaland 22
4. Optoelectronics – LEDs, Lasers and Optical Components 25
4.1 Company Results 25
4.1.1 II-VI Reports Fiscal 2015 Fourth Quarter Earnings 25
4.1.2 Oclaro Announces Fourth Quarter and Fiscal Year 2015 Financial Results 25
4.1.3 EMCORE Reports Results for Third Quarter 2015 25
4.1.4 NeoPhotonics Reports Second Quarter 2015 Financial Results 25
4.1.5 Cree Reports Q4 and FY 2015 Financials 26
4.1.6 Finisar Reports First-quarter 2016 Results 26
4.2 Optical Products 26
4.2.1 Alcatel-Lucent Transmits Data More Than 10,000Km 26
4.2.2 Alcatel-Lucent & Apollo Demonstrate 8Tbps Transmission 26
4.2.3 Inphi Introduces Gigabit Ethernet PAM4 IC Solutions 27
4.2.4 Inphi Sampling Second Generation DDR4 Register and Data Buffer 27
4.2.5 Avago Technologies Develops 40G BiDi MMF QSFP+ 27
4.2.6 II-VI Develops 1W 980 nm Pump Module 27
4.2.7 M/A-COM Announces GPON TIA 28
4.2.8 M/A-COM Technology Introduces Optical T/R Solution 28
4.2.9 Rockley Photonics Demonstrates Data Center Technology 28
4.2.10 Everlight Electronics Develops 15 Mbps Optocoupler 29
4.2.11 Oclaro Samples 100G QSFP28 Client-side Transceiver 29
4.2.12 Oclaro Samples High-Bandwidth Lithium Niobate Modulator 29
4.2.13 Avago Develops Fast Ethernet SFP Transceiver 30
4.2.14 Opto Diode Introduces IR Emitter 30
4.2.15 Coherent Launches IQTransmitter with 40 GHz RF Bandwidth 30
4.2.16 M/A-COM Announces Crosspoint Switch with Embedded Signal Conditioners 31
4.2.17 Source Photonics Demonstrates CWDM QSFP28 Single-mode Transceiver 31
4.2.18 SWDM Alliance Formed to Support Duplex Multimode Fiber Applications 31
4.2.19 Finisar Demos 100G QSFP28 SWDM4 Module for Duplex Multimode Fiber 31
4.2.20 Emcore Expands Laser & Photodiode Range for 2.5-12.5 Gbps 32
4.2.21 Kaiam Manufacturing CWDM QSFP28 Modules 32
4.2.22 Teledyne LeCroy Introduces Coherent Optical Receiver 32
4.2.23 Inphi Announces SMT Quad Linear Driver for Coherent Applications 32
4.2.24 NTT Electronics 200 Gbps Coherent Transmission DSP 33
4.2.25 M/A-COM Announces Surface Mount Modulator Driver for 46 Gbaud Applications 33
4.2.26 Polatis Announces 48-Fiber Single-Sided All-Optical Switching Module 33
4.2.27 POET Develops Integrated VCSEL Prototypes 33
4.3 LEDs & Lighting 34
4.3.1 Opto Diode Introduces GaAlAs Near-IR Emitters 34
4.3.2 SemiNex Expands IR Laser Diode Production Facility 34
4.3.3 SORAA Launches 4-Degree AR111 LED Lamp 34
4.3.4 Nanoco Forms Quantum Dot Lighting Division 34
4.3.5 Bridgelux to be Acquired by China Electronics Group 35
4.3.6 Philips Farming Research & Demonstration Facility Incorporates LED Lighting 35
4.3.7 Plessey Expands dotLEDs family 35
4.3.8 Vishay Introduces SurfLight High-speed IR Emitting Diodes 35
4.3.9 Audi Unveils Concept Car with OLED Taillights 36
4.3.10 Plessey Launches Family of GaN-on-Si LED Filaments 36
4.3.11 Cree Signs Global LED Chip Patent Cross-License Agreement with Epistar 36
4.3.12 Seoul Viosys Acquires Controlling Stake in SETi 37
4.3.13 Osram Launches Mid-Power Oslon Black IR LED for Near-Range Illumination 37
4.3.14 U.S. Navy Replacing Fluorescent Tubes on Land with TLEDs 37
4.3.15 TOGGLED Adds Two More Companies to LED Lighting Patent Licensees 38
4.3.16 AquiSense Launches UV-LED Collimated Beam Device 38
4.3.17 Plessey Launches Range of GaN-on-Si Blue LED Die 38
4.3.18 Osram Develops Infrared LED for Unlocking Smartphones 38
4.3.19 Crystal IS Introduces Surface Mount UV LED 39
4.3.20 KAIST Develops Fiber-Based LEDs for Wearables 39
4.3.21 Plessey Retrofits Manufacturing Facility with MaGIC LED Kits 39
4.3.22 Oxley to Supply LED Lights for Army Vehicles 40
4.3.23 Osram Develops Sensor for Fitness Applications 40
4.3.24 Opto Diode Introduces UVG12 - 13 mm² Photodiode 40
4.3.25 RayVio Expands UV LED Manufacturing Capacity & Global Sales Force 40
4.3.26 Single-Crystal Phosphors Promise New Ultra Bright White Light Sources 41
4.3.27 Cambridge Nanotherm Appoints New CEO 41
4.3.28 Cree Launches New LED Bulbs 41
4.3.29 Seoul Semiconductor to Mass Produce Wicop LEDs 41
4.3.30 Merck & Tridonic Enter White LED Agreement 42
4.3.31 Epistar Announces More Layoffs 42
4.3.32 Leyard to Acquire Two LED Manufacturers 42
4.3.33 Kingsun Opto Acquires a Stake in Lumileds 42
4.3.34 Lextar Working with Cree & Leadray to Develop LED Street Lamps 42
4.3.35 Lumileds Announces CSP Flip Chip LEDs for High Lumen Applications 43
4.3.36 Cree Expands LED Downlight Portfolio 43
4.3.37 Osram Expands Ostar Stage Multichip LED Family 43
4.3.38 Plessey Announces LED Manufacturing Expansion Project 43
4.3.39 Epistar Invests in Malaysian LED Package Company 44
4.4 Other 44
4.4.1 Mouser Offers Vishay UV Sensor 44
4.4.2 Army Awards Night Vision Contract to Intevac 44
4.4.3 Europe-wide Project Reports Silicon Photonics Successes 44
4.4.4 JDSU Separation to be Completed on 1 August 45
4.4.5 New York State Team Wins DoD Photonics Foundry Competition 45
4.4.6 Laser Components Opens Pyro Group Facility 46
4.4.7 Arizona State University Demonstrates Monolithic White Lasers 46
4.4.8 Fanuc & Furukawa Electric Establish Laser Diode Module JV 46
4.4.9 Viavi Appoints Chief Financial Officer 46
4.4.10 Lumentum Provides Fiscal First Quarter 2016 Outlook 47
4.4.11 Viavi Solutions Announces CEO Transition 47
4.4.12 Leyard Optoelectronic to Acquire Planar Systems 47
4.4.13 UES Develops GaAs-Based Photoconductive Semiconductor Switch 48
4.4.14 Toshiba Launches Optically Coupled Isolation Amplifiers 48
4.4.15 Finisar CEO Resigns 48
4.4.16 Eagleyard Expands Berlin Headquarters 48
4.4.17 Luxtera Adds Senior Executives 49
4.4.18 Panasonic Develops 4.5W CW Blue-Violet Laser 49
5. Optoelectronics – Compound Photovoltaics 51
5.1 Business 51
5.1.1 Ascent Solar Preliminary Q2 Revenue Up 233% 51
5.1.2 Opera Investments to Acquire SoloPower 51
5.1.3 LPKF Reports First Six Months Results 51
5.1.4 Soitec Ends Negotiations over Sale of Solar Division 51
5.1.5 Rofin-Sinar Reports Third Quarter Results 51
5.1.6 GT Advanced Technologies Appoints New CEO 52
5.1.7 Meyer Burger Reports First Half 2015 Results 52
5.1.8 Applied Materials Reports Third Quarter Results 52
5.1.9 centrotherm photovoltaics Reports First Half Results 52
5.1.10 Applied Materials Withdraws from PV Ion Implant & Wafer Sawing Sectors 53
5.1.11 SunEdison Closes Financing on 156 MW PV Project 53
5.1.12 SunEdison Cleared to Acquire Vivint Solar 53
5.1.13 TSMC to Cease Solar Manufacturing Operations 53
5.1.14 Comtec Shifting Mono Wafer Production to Larger Size 54
5.1.15 Southern Power Acquires Controlling Stake in Desert Stateline Facility 54
5.1.16 PV Crystalox H1 Loss Widens 54
5.1.17 GCL-Poly Selling Non-Solar Power Business 54
5.1.18 SunEdison Forms JV with Dominion 55
5.1.19 Flextronics Acquires NEXTracker 55
5.1.20 Canadian Solar Enters Supply Agreement with Vivint Solar 55
5.1.21 Turkey Connects First Utility-Scale CIS Thin-Film Project 55
5.2 Materials & Production 56
5.2.1 3D-Micromac Receives Solar Cell Production Order 56
5.2.2 Seraphim Solar Plans US Solar Factory 56
5.2.3 VITRONIC Supplying Optical Inspection Systems to Korea 56
5.2.4 Intevac Qualifying Second PVD Tool 56
5.2.5 Meyer Burger Announces Job Losses at Diamond Materials Tech 57
5.2.6 Stion Orders Avaco CIGS Tools 57
5.2.7 Ascent Solar Drops Plan for CIGS Plant in China 57
5.2.8 Meyer Burger Reports Equipment Order from EcoSolifer 57
5.2.9 Silfab Solar Increases Module Production to 300MW 58
5.2.10 Intevac Wins New PV Customer with PVD Sales 58
5.2.11 Elkem Solar Will Reopen Norway Wafer Plant 58
5.2.12 Longi Plans 3 GW Monocrystalline Capacity Expansion 58
5.2.13 LayTec Metrology System Used by REC Solar 58
5.3 Other 59
5.3.1 Solar Frontier Announces Installation of Ultralight, Bendable CIS Modules 59
5.3.2 Imec Announces Record Conversion Efficiency 59
5.3.3 Solar Frontier Surpasses 3 GW CIS Module Shipments 59
5.3.4 Kyocera Supplies Solar Powered LED-based Street Lights 60
5.3.5 Canadian Solar Launches 320W PV Module 60
5.3.6 Natcore Targets 2016 for Production of Solar Cells without Silver 60
5.3.7 Hareon Solar Test Lab Gains TÜV SÜD Qualification 60
5.3.8 US Navy Commits to 210 MW Solar Deal 60
5.3.9 Midsummer Receives Loan from Regional Development Agency 61
5.3.10 Berkeley Lab Achieves Highest Solar Concentration Factor 61
5.3.11 Hanwha Q CELLS Refinances UK Solar Farms 61
5.3.12 imec to Present Perovskite Solar Cell Conversion Efficiencies 61
5.3.13 ET Solar Announces Next Generation Modules with Maxim Power ICs 62
5.3.14 NASA Releases Grant to Develop SiGeSn Solar for Space 62


For more information about our services please contact us or email support@strategyanalytics.com

Let's talk

Now you know a little about us, get in touch and tell us what your business problem is.
Name:
Email:
Telephone:
Country:
Inquiry / Message: