Dr. Munisamy Anandan

GLG News by Dr. Munisamy Anandan, President & Managing Member

GLG News is now G+ Insights

G+ is a community for professionals, academics and entrepreneurs to connect through online discussions and in-person meetings. You will continue to see G+ Insights (formerly GLG News) here as well as on the G+ website, where you can share and discuss the G+ Insights you read.

3D Tv with superior color gamut

April 13, 2010

(1) A new excitement in TV brings old 3D experience back with technology perfection. 3D TVs are being sold out in the first week of its introduction in USA(2) 3D TV wave is building is height and many companies with glasses are moving in.(3) The distinguishing feature in 3D TV has commenced to grab the market share and the superior color gamut is one of the distinguishing feature.

Revolution in LED Manufacturing: TSMC's entry

April 1, 2010

(1) LED light sources are still costly and the CFL is still dominating the light source market because of low cost and comparable efficiency with LED light sources.(2) Efforts are underway to bring down the cost of LED light source that includes large area wafers of Saphhire and SiC(3) Silicon wafers have been used to deposit GaN and light emission from Si substrate based LEDs has been demonstrated.

3D TV-CONSUMER RESISTANCE FOR GLASSES

March 15, 2010

(1) The source article has mentioned, among other points, the inhibitors for 3D TV are (a) high price of 3D TV (b) the need to wear glasses to see the 3D content(2) Consumer resistance will gradually grow for donning glasses.(3) Consumer resistance will drive the technologies that do not employ glasses and do not sacrifice 3D quality.

LED manufacturing MOCVD Tool- competition heating up

February 22, 2010

Analysis of:Aixtron’s new-generation AIX G5 achieves productivity targets at Epistar | www.semiconductor-today.com

(1) Recently Veeco announced their K465i MOCVD tool based on turbo-disc design claiming high throughput. (2) Now comes the news from Aixtron about their AIX G5 HT Reactor based on planetary design that is capable of doubling the throughput compared to the previous generation(3) The efforts by the two major MOCVD tool manufacturers may ease the short supply of LEDs

TV Energy throttling-Five more states follow California

February 12, 2010

Analysis of:5 More States Introduce TV Energy Efficiency Legislation | www.cepro.com

(1) In November of 2009 California Energy Commission (CEC) brought in energy regulation for TVs sold in California and I have analyzed the news on 11/8/2009.(2) California Energy Commission's decision is bound to give a boost for LED-lit LCD TV and already more than 1050 models of TV sold meet the regulation imposed by CEC for 2011 and more than 300 models meet the criterion of 2013.(3) Now five more states are following CEC and will provide further boost to LED-lit LCD TV

LED shortage- one more factor

February 12, 2010

Analysis of:Sapphire 2010 Report | www.yole.fr

(1) Demand for LED is exploding and the supply may not keep up with the demand due to the shortage of the critical manufacturing tool, the MOCVD tool.(2) The shortage is expected to last till the end of 2012, as a result more competitors for the supply of MOCVD tool are sure to emerge to grab the opportunity(3) Now comes the news that sapphire substrate that is necessary, even before the MOCVD process begins, for LED manufacturing, may face a risk of short supply

iPad to further boost white LED demand

January 28, 2010

Analysis of:Apple’s Jobs Unveils $499 Tablet Device Named IPad (Update1) | www.bloomberg.com

(1) iPad employs white LEDs in edge-lit configuration to make it 0.5" thin. (2) Estimated sales in 2010 is around 3-4 Million and the aggressive forecast can go up still further(3) The quality of LEDs employed in iPad ought to be better than those employed in ordinary cell phone and in fact could be better than those in iPhone because of the difference in thermal management.

Fear of plasma TV going away-Now it appears in third dimension too

January 14, 2010

Analysis of:CES: 2010 Best of CES winner is Panasonic's 3D plasma TV | ces.cnet.com

(1) When Vizio and Pioneer dropped out of plasma TV, there were fears that plasma TV will die(2) Plasma TV came on with 150" diagonal that was demonstrated by Panasonic at 2009 CES Show(3) At 2010 CES show -CES: 2010 Best of CES winner is Panasonic's 3D plasma TV(4) At CES 2010 it is all 3D every where

LCD Olympic in China- Government permission required.

December 25, 2009

Analysis of:AUO, CMO urge Taiwan to lift ban, as Korea lets Samsung, LGD set up LCD plants in China | www.digitimes.com

(1) In 70s and 80s United states had the manufacturing base for LCDs.(2) From US the LCD manufacturing base shifted to Japan(3) From Japan the manufacturing base shifted to Korea and Taiwan(4) Now it is time for China to acquire the base with slightly different scenario. Now the base will be initially run by Korea, Taiwan and Japan. Another unique aspect of this transition is the competition between the three countries in China.

LED short supply and consequent price increase in 2010.

December 24, 2009

Analysis of:LED chip supplies to remain short for 2 years, says Neo-Neon | www.digitimes.com

(1) First-tier makers of LED chip do not have excess capacity for long term booking.(2) The demand for LED chip is high due to the growth of LED backlight market and illumination.(3) The key tool for manufacturing LED chips is MOCVD tool and there are only two major suppliers one small supplier of this tool in the world. (4) It is surprising that no company is trying to seize this opportunity despite the assured growth of LED.

Thinning down the thinnest LCD module-Technology potential exists

December 22, 2009

Analysis of:LG Display Develops Thinnest-yet LCD TV Panel | www.pcworld.com

(1) Currently thin LCD modules are obtained through edge-lit LED backlight employing low power white LEDs.(2) LG display established the prototype of thinnest LCD module employing edge-lit LED backlight measuring a thickness of 2.6 mm for a 42" LCD module.(3) Potential of technology exists for thinning this to less than 2 mm.

Boost for LED backed LCD TV by California Energy Commission

November 18, 2009

Analysis of:Calif. requires TVs to be more energy efficient | tech.yahoo.com

(1) LED backlight is becoming more efficient year by year leading to the reduction of power consumption of LCD TV backlit by LED.(2) Boost to LCD TV by LED backlight put pressure on plasma TV and OLED TV(3) Now additional boost comes through legislation by California Energy Commission

LCD TV panel continues its low power march

November 6, 2009

Analysis of:[FPDI] LCD Panel Power Consumption Keeps Dropping | techon.nikkeibp.co.jp

(1) Power consumption of LCD in TV going down will be a concern for OLED TV and plasma TV.(2) This news of low power consumtion is welcome for LEDs for their market growth(3) The power consumption will continue to go down because LED is till marching towards high efficacy.

3D Television without glass and with 3D-2D option

November 3, 2009

Analysis of:[FPDI] 3M Film Realizes 3D Panel Viewable With Naked Eye | techon.nikkeibp.co.jp

(1) 3D viewers prefer to view 3D images without wearing glasses, without paying high price, without sacrificing resolution and with option to change from 3D to 2D mode(2) Companies promoting 3D TV with glasses need to have a re-look at the unique technique of Sumitomo 3M Ltd that satisfies most of what consumers need in 3D TV. (3) The price penalty for Sumitomo 3M technique needs to be watched. There is a clear signal here for the domination of this novel 3M film in 3D TV application.

With 46 Million 3D TV units by 2013, is 3D TV the next big wave?

October 6, 2009

Analysis of:3DTV Shipments to Reach 46 Million by 2013 | www.electronichouse.com

(1) Consumers will have real feel for 3D TV in their homes in the beginning of 2010.(2) Both LCD and plasma versions of 3D will be available.(3) Auto-stereoscopic version without the additional glasses for viewing 3D pictures will become popular and the consumers will drive the market for this version.

World's Largest Generation LCD Manufacturing plant goes in to production

October 3, 2009

Analysis of:Sharp begins production at 10G LCD fab | www.digitimes.com

(1) Sharp has commenced production in 10G plant and is a signal for Samsung, AUO, LG and Chi Mei.(2) Leaders in LCD manufacturing will focus on large size LCD panels(3) Small and Medium LCD panel manufacturing will drift to China.

Short supply of MOCVD tool hampers LED supply

October 1, 2009

Analysis of:Global shortage of epitaxial LED wafers will not ease until 2012, says Epistar chairman | www.digitimes.com

(1) There are only two major suppliers for MOCVD tool for the entire LED chip manufacturing industry and any boom in LED market will put heavy pressure on these two suppliers(2) LED lighting market and LEB backlight for notebook are growing rapidly and to meet this demand a competitor for MOCVD tool needs to be born.(3) Is it time to refresh the rumor of Applied Materials Inc coming in to this game?

Smart phone to get New and efficient LCD technology-Will this migrate to LCD TV?

September 25, 2009

Analysis of:HannStar to launch FSC-OCB panels in 1Q10 | www.digitimes.com

(1) HannStar announcement of 'Field Sequential Color' (FSC) technology' for LCDs in smart phone and netbook is going to be another milestone in LCD technology that will finally migrate to LCD TV(2) Field Sequential Color technology has failed in the past in LCD TV for 'color break-up' on the LCD screen. HannStar is not immediately applying this to LCD TV. (3) HannStar is correct in introducing FSC in small area LCD like that in smart phone.

LCD Glass-a competitor for Corning is born

September 25, 2009

Analysis of:SKorea's LG Chem plans 2.5 bln dlr investment | www.google.com

(1) LG Chem is investing a huge amount of $2.5B and this shows the seriousness of their future business in LCD Glass.(2) LG Chem has support form Schott Solar a German Company that has the glass technology from the world famous Schott Glass(3) LG chem is not like any other glass competitor for Corning but a company that belongs to the LG group of companies of which LG display is one and hence a major customer for LCD glass is from within.

TSMC-Largest wafer foundry in the world eying on LED maker

September 23, 2009

Analysis of:Rumors suggest TSMC is looking for an LED maker | www.ledsmagazine.com

1) Energy savings and 'green revolution have given impetus to LED lighting(2) Governments all over the world are encouraging and giving incentive for LED Lighting.(3) Consumer is driving LED market in LED-lit LCD TV and LED-lit Notebbok..

Page : 123Next1 to 20 of 60