Compound Semiconductor Industry Review April 2012: Optoelectronics, Materials & Equipment

The large reduction in LED investment by the Chinese government is continuing to ripple through the optoelectronic equipment segment as lower levels of backlog fuel much lower revenue. Leading equipment manufactures AIXTRON and Veeco Instruments reported significant revenue declines. The photovoltaic and solar segments continue to experience choppy performance, as pockets of demand exist alongside manufacturers scaling back their efforts.

1 Executive Summary
2 Introduction
3 Materials and Equipment
3.1 Company Results
3.1.1 Riber Reports Q1 FY 2011 Revenues
3.1.2 Veeco Reports Q1 FY 2012 Financials
3.1.3 AIXTRON Reports Q1 '12 Financials
3.1.4 Showa Denko Reports Q1 FY 2012 Financials
3.2 Contracts
3.2.1 TU Ilmenau to Develop III-V Solar Cells with AIXTRON MOCVD System
3.2.2 Fujian Institute to Investigate Telecom Lasers with AIXTRON MOCVD Reactor
3.2.3 AIST Achieves Graphene Production on 300mm Wafers using AIXTRON System
3.2.4 Korean Research Center Selects Veeco MOCVD System for LED R&D
3.2.5 MicroLink Adds Second AIX 2800G4 Reactor from AIXTRON
3.2.6 Lasertel Expands Production Capacity with Veeco MBE System
3.2.7 Chinese University Orders AIXTRON Reactor for Laser Development
3.2.8 Hangzhou Silan Azure Purchases Veeco MOCVD System
3.3 Other
3.3.1 AkzoNobel Begins Production of Magnesium-Based LED Precursor
3.3.2 Veeco Introduces SPECTOR-HT Ion Beam Deposition System
3.3.3 Neo Material Technologies Opens Gallium Tri-Chloride Plant in Korea
3.3.4 Veeco China Training Center Reaches 500th Trainee Milestone
4 Optoelectronics - LEDs and Lasers
4.1 Company Results
4.1.1 Cree Announces Q3 FY 2012 Financial Results
4.1.2 Sharp Reports FY 2012 Financials
4.1.3 Oclaro Reports Q3 FY 2012 Financials
4.2 New Products
4.2.1 Cree Expands LMH2 Family of LED Modules
4.2.2 Philips Lumileds Develops White Mid-Power LED
4.2.3 GigOptix Announces VCSEL Drivers and Receiver Amplifier Arrays
4.2.4 GAO Fiber Optics Develops 3Com Compatible Transceiver
4.2.5 Opto Diode Expands Family Optical Output IR Emitters
4.2.6 Osram Opto Semiconductors Develops Blue Laser Diode for Laser Projectors
4.2.7 Lumileds Develops LUXEON R for Outdoor and Industrial Lighting
4.3 Other
4.3.1 Mitsubishi Electric to Restructure Lighting Business
4.3.2 Enablence Technologies Receives Photonics Contract for the US Navy
4.3.3 Azerbaijan Commissions Plant for Solar Cell Arrays and LED Lamps
4.3.4 Toshiba to Build New Semiconductor Facility in Thailand
4.3.5 Toyoda Gosei and SDK to Form GaN LED Joint Venture
4.3.6 Cree Adds To TEMPO Luminaire Test Services
4.3.7 NeoPhotonics Receives Funding from Russian Investment Corporation
4.4 Patents
5 Optoelectronics - Compound Photovoltaics
5.1 Contracts
5.1.1 EMCORE Receives Contract from Ball Aerospace & Technologies
5.2 Materials and Production
5.2.1 Wacker Chemie See Soaring Demand for Photovoltaics
5.2.2 Solar Junction receives SUNPATH award from US Department of Energy
5.2.3 Heraeus and Yingli Green Energy Sign $70 Million Agreement
5.2.4 Q-Cells Complete Brandenburg-Briest PV plant
5.2.5 Spire Ships 250th 4600SLP Simulator
5.3 Other
5.3.1 Solar Frontier and Japan Asia Group sign MOU to Promote Solar Power
5.3.2 BW EUROPE to Distribute First Solar CdTe PV Modules in Italy
5.3.3 IQE Appoints VP of Global Projects
5.3.4 Spire to Provide PV Module Assembly Line
5.3.5 Hybrid Tubular Solar Panels Create Electricity and Hot Water
5.3.6 First Solar Announces Re-Structuring
5.3.7 Global Solar Energy Seeks Buyer for Portable Solar business
5.3.8 tenKsolar Completes $15.5 Million Financing Round
5.3.9 North America's Largest PV Facility Becomes Operational
5.3.10 Nanosolar Completes Grant Specifications from US Department of Energy
5.3.11 Heliatek Claims Organic PV World Record