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Wednesday, November 18, 2009
Turner: LED makers primed to grow

Bob Turner, the Berwyn-based boss of multi-billion-dollar fund manager Turner Investment Partners Inc., whose investment reports are fun to read, whether or not they actually make money for clients (he urged buying US stocks in August 2008, just before the crash), is circulating a primer about LEDs - light-emitting diodes - "The Great Light Hope:" 

LEDs are made of aluminum, phosphorus, arsenic, nitrogen and other non-silicon semi-conductors that glow long, bright, and efficiently, compared to conventional bulbs, and without dangerous mercury, unlike flourescents. "Next-generation" OLEDs (Organic LEDs), made of layers of LED film, can be used in TV and phone screens. Government subsidies (U.S. and foreign) are boosting production, as private orders rise, for manufacturers, who include:

Aixtron (Germany), dominant manufacturer of "metal organic chemical-vapor deposition" equipment for building LEDs
  Cree (North Carolina), an LED lighting maker with big sales in China and (via Zumbotel) Europe
Epistar (Taiwan), LED chip suppplier, sells to Samsung and LG Electronics
  Rubicon Technology (Illinois), makes LED chips based on sapphire gems for handsets, notebook computers, HDTV
Veeco (New York), small Aixtron competitor that also builds solar cell equipment

 

Posted by Joseph N. DiStefano @ 12:08 PM  Permalink | 2 comments
Comments   
Posted 01:39 PM, 11/18/2009
Fitzy31
Hmmm...no mention of NJ-based Universal Display.
Posted 02:27 PM, 11/18/2009
philliekev04
They should be called light OMITTING diodes. LEDs are horrible as far as lighting goes. The light is so weak. They ruined boathouse row with those stupid LEDs. It looks like the lights are on dim or like they're ready to burn out any second. Boathouse row used to be so bright and beautiful and now its dark and dim. And the skyscrapers in town too. You can barely even notice the lights until your just about in center city
2 comments
About Joseph N. DiStefano
Joseph N. DiStefano writes this blog to feed his PhillyDeals column, which is printed in the business pages of The Philadelphia Inquirer every Sunday, Tuesday, Wednesday, Thursday and Friday. Joe has worked at the Inquirer, mostly, since 1988. He has also written for Bloomberg and Gannett, authored the book Comcasted, majored in economics at Penn, and fathered six children. Reach Joe at 215-854-5194 and JoeD@phillynews.com

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