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Editorial: Gentex, Mr. O & True Manufacturing Efficiency
 
... There's an extremely interesting and poignant article over today's Wall Street Journal Online which cites manufacturing efficiencies at Gentex (Nasdaq: GNTX), an integrator of compound semiconductor white LEDs. Titled: Toyota Must Maintain Edge on Quality As It Tries to Step Up US Production the colorful roundup is authored by...
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Lucent Explores Optical Fiber Alternatives

March 15, 2001...Lucent Technologies (NYSE: LU) has publicly stated that it is pursuing a variety of strategic alternatives for its Atlanta-based Optical Fiber Solutions business. The OFS unit employs 6,300 people, with headquarters and the unit's largest manufacturing facility located in Norcross, Georgia USA, a suburb of Atlanta. It also has wholly owned and joint-venture facilities in Carrollton, Ga., Massachusetts, North Carolina, New Jersey, Connecticut, Denmark, China, Japan, Russia, Germany and Brazil. Among the alternatives under consideration is the option of either selling the business or forming it into a joint venture. "Over the next few months we will determine which approach will provide the most benefits for our customers, our shareholders and our employees,'' said Bill O'Shea, executive vice president, corporate strategy and business development. "We are taking this bold move so we can better focus our resources and investments on the areas critical to our markets, while making it easier for the fiber team to expand its customer base and make the capital investments necessary to meet the increasing global demand for fiber and fiber cable.'' The Optical Fiber Solutions business has been in the midst of a $1 billion expansion program, which includes a significant expansion at its fiber manufacturing facility in Norcross. It recently opened a fiber cable manufacturing facility in Campinas, Brazil, designed to serve all of Latin America and the Caribbean.

JDSU & Alcatel Extend 980nm Supply Agreement

March 15, 2001...Undersea broadband communication networks are becoming increasingly important as the components and systems reliability prove cost effective. JDS Uniphase Corporation (Nasdaq: JDSU) and Alcatel's (Nasdaq: ALAO) Alcatel Optronics announced the extension of a key supply agreement for 980nm laser chips and pump stabilizers for use in undersea fiberoptic networks, which were manufactured by SDL prior to SDL being acquired by JDS Uniphase. The extension goes through 2003. The decision to extend the agreement follows the successful joint qualification and production of the new laser diode, which is the latest generation of SDL high power 980nm pump chips. When packaged in Alcatel Optronics' Submarine Qualified Pump Module package, the laser diodes provides 200 mw of reliable power in the harsh undersea environment. Alcatel Optronics' 980nm pumps are designed to operate with extremely low failure rates over a service lifetime of more than 25 years. Readers desiring a more indepth look at this important field are directed to the Alcatel Optronics website which carries uniquely strong technical background on the subject.

Infineon & Sanyo Sign UHF Device Production Alliance

March 15, 2001...Infineon Technologies AG (NYSE: IFX) and Sanyo Electric Co., Ltd. have announced that they will cooperate on the production of ultra high-frequency (RF) devices. Infineon will supply high end SIEGET RF transistor chips to Sanyo, and Sanyo will use the Infineon chips to start production of leadless "Environmentally-considered Chip Scale Packages" (ECSP) for Infineon. At the same time, Infineon and Sanyo will commence marketing Infineon RF transistor chips in ECSP packages under their own brands. The agreement combines the strengths of Infineon and Sanyo on RF chip design, manufacturing and packaging.

GELcore Brings Blue Spectrum HB-LEDs Online

March 15, 2001...GELcore recently announced their new high efficiency InGaN blue spectrum high brightness (HB) LEDs. The additions of these new bright blue, green, and blue-green HB-LEDs, GELcore now has the capability of offering discrete HB LED products across the entire broad visible spectrum. Applications for the new InGaN blue spectrum HB LEDs include variable messaging, traffic signals, exit signage, and specialty applications. "This introduction is the first of several InGaN product families by GELcore at dominant wavelengths of 470, 505 and 525 nanometers. These high brightness through hole LEDs are robust in manufacturing assembly processes and are rated ESD Class II," stated Bob Karlicek, GELcore's Manager of LED Materials Engineering.

 

CyOptics Expands InP Fab & Packaging in Israel

March 15, 2001...If you're keeping score of who's who in Indium Phosphide (InP) development, add CyOptics which is expanding its InP manufacturing facilities in Yokneam, Israel (near both Tel Aviv and Haifa) by over 30,000 square feet as a means of providing CyOptics with added manufacturing capacity for the company's rollout of 40 Gig Indium Phosphide devices. CyOptics manufacturing facilities include both an InP wafer fab for optical chip production, and optoelectronic packaging capability. According to Dror Motovilov, CyOptics VP of Operations. "First qualification devices from these facilities are expected in Q3 2000, with full scale manufacturing in 2002". CyOptics was founded in early 1999, to develop breakthrough technology for 40 Gb/s active optical components. The company is headed by veterans of Lucent, Intel, and Lasertron, with extensive InP optical component development and manufacturing, and optoelectronic device packaging experience. The company is headquartered in Burlington, MA, with offices in Los Angeles, California, and research and development facilities in Israel. CyOptics' capability includes InP wafer fab, regrowth, and characterization, as well as microelectronic packaging, test & qualification facilities.

InP Startup VKS Photonics Musters First $18 Million in Backing

March 15, 2001...VSK Photonics, Inc. has secured $18 million in first round financing from Morgenthaler Ventures and Intel Capital to help aid its initial growth and deploy the startup's core Indium Phosphide (InP) components and modules, which it intends to use as entrée into the popular 40Gbit/s field. And how does a startup warrant the attention of this caliber venture backing? According to Drew Lanza at Morgenthaler Ventures, "We believe VSK has the right approach to the market today -- products that increase performance and reliability of optical networks while dramatically decreasing cost. The innovative technologies that VSK is developing will bring these benefits to the emerging 40 Gb/s market." Tom Willis, managing director for Optical Communications Investments at Intel Capital stated, "Intel Capital invests in companies, such as VSK Photonics, that help accelerate the pace of broadband technology. VSK's Indium Phosphide technology promises high performance and reliability for the high end telecommunications market." VSK Photonics was founded in December 2000 and is based in Irvine, California. CEO is Don Ackley and CTO is Timothy Vang.

Princeton Lightwave Introduces Packaged InP Broadband Gain Chip

March 15, 2001...Princeton Lightwave, Inc. (PLI), which we highlighted in a March 12 editorial, has announced what they call a breakthrough Broadband GainChip (BGC), which is an Indium Phosphide-based semiconductor chip-on-carrier (CoC). The BGC is designed to enable customers to reach more than 40 milliwatts from an external cavity network source laser as a means of offering more than double the power currently available, while simultaneously tuning over an entire band. The BGC's unique characteristics include high power, a simplified chip design, a smaller package, and tuning over S, C and L bands within the external cavity.

Fitel/Furukawa Announces Pump Laser & Opens New Development Center

March 15, 2001...Fitel Technologies, Inc. and its parent company, Furukawa Electric Co., Ltd., have announced the development of a high output, 400mW 14xx nanometer (nm) pump laser for wavelength division multiplexing (WDM) systems. The modules will be available on a sample basis beginning in June 2001, and full production capacity is scheduled for the end of this year. Fitel will premier the new pump laser during OFC next week in Anaheim. Fitel also announced the opening of an amplification products Development Center to support the growing Erbium Doped Fiber Amplifier (EDFA) and Raman markets. The facility, which is scheduled to open in April 2001, will be located in Warwick, Rhode Island and will work in conjunction with both Fitel and its affiliate, Optigain. The 12,000 sq. ft facility will employ approximately 40 people and will be responsible for the research and development of next generation, advanced Raman solutions for high speed, long haul optical data transmissions.

Stratos Mixes It Up in Dual T/R Territory

March 15, 2001...Stratos Lightwave LLC (Nasdaq: STLW) has announced its new line of small form factor (SFF) dual transmitters and dual receivers for high-performance optical communications. These are unidirectional devices headed to become high-density, multi channel optical links in increasingly complex routers, switches, and telecom applications. Housed in an industry-standard SFF transceiver package with two LC fiber optic interfaces, each unit contains either two transmitters or two receivers, and are available in 850nm and 1310nm versions, for any data rate up to 2.7 Gb/s. A single SFF package can be ordered with two transmitters or two receivers having the same or different data rates, operating at the same or different wavelengths which is a flexibility feature made possible by Stratos' proprietary modular circuit board design, in which each individual transmitter and receiver is contained on a separate circuit assembly. This allows Stratos to "mix-and-match'' receivers and transmitters and the modular design allows Stratos to deliver production quantities of these dual transmitters and dual receivers very quickly, regardless of the configuration specified.

Oplink Rolls Out More New Products

March 15, 2001...Oplink Communications Inc. (Nasdaq: OPLK) announced the addition of components based on fiber Bragg gratings (FBG) to its product lines for use in DWDM, intelligent optical add/ddrop multiplexing and gain flattening filters as well as optical elements for dispersion compensation, optical monitoring and various other functions. Oplink has also introduced a new line of variable optical attenuators (VOAs) for use in optical communications systems.

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Commentary & Perspective...

Harris & APA Optics Team on Bandwidth Expander

March 15, 2001...One of the earliest names in compound semiconductor development and manufacturing was Harris Corporation. For years, Harris abandoned the compounds in favor of an all-silicon strategy, but their Government Communications Systems Division obviously sees things in a new light. Harris' GCSD and one of the compound semi industry's notable innovators, APA Optics, Inc. (Nasdaq: APAT) have entered into a joint development effort called GEM-20, a new Ethernet bandwidth expander which is based on APA's proprietary DWDM technology and allows any 1.25 Gb/s multimode or single mode campus and LAN to expand its capacity to 20 Gb/s. "We are excited to be working with Harris on this project. Their extensive background in communications systems, technical capabilities and manufacturing expertise is a strong complement to APA's innovation and product development strengths,'' said Anil Jain, CEO of APA. "APA Optics' diffraction grating based multimode de-multiplexing component is a key enabler for GEM-20," said Bob Henry, President of GCSD. Harris will be debuting a prototype GEM-20 unit at OFC next week in Anaheim. FYI... APA Optics designs, develops, manufactures and markets not only advanced DWDM components, but the company is especially noted within compound semi circles for its Gallium Nitride (GaN) based ultraviolet detectors, instruments and consumer products.

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