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   Technology StocksCree Inc.


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To: slacker711 who wrote (10368)5/20/2021 11:43:00 PM
From: EvanG
1 Recommendation   of 10501
 
It isn't an accident that the power inverter is left off this list.

Batteries are projected to shift to 800V which will need 1.2kV SiC for inverters. Inverters are not listed because they will eventually be above 1kV where SiC will dominate.

Gregg Lowe in conference call gave examples of design wins with air conditioners, compressors, motor drives, and a robotic arm. That is potential fluff showing up in the opportunity pipeline that could get challenged by GaN-on-Si.

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To: EvanG who wrote (10369)5/20/2021 11:53:35 PM
From: slacker711
1 Recommendation   of 10501
 
Batteries are projected to shift to 800V which will need 1.2kV SiC for inverters. Inverters are not listed because they will eventually be above 1kV where SiC will dominate.




Great. You are more optimistic than I am. I have assumed that the 400V inverter market would survive for quite a while.

For some reason though, I doubt that marketing materials would leave off large markets just because they will eventually transition to higher voltages. Right now, 400V design wins are available and it doesn't look like STM is competing with GaN on Silicon.

Neither is Infineon.

Gregg Lowe in conference call gave examples of design wins with air conditioners, compressors, motor drives, and a robotic arm. That is potential fluff showing up in the opportunity pipeline that could get challenged by GaN-on-Si.



Definitely possible that different markets will need different performance requirements and that will allow GaN on Silicon to compete. I will continue to watch the progress of GaN on Silicon but like I said, I'm less worried than I was a year ago.

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To: slacker711 who wrote (10370)5/21/2021 9:33:17 AM
From: EvanG
1 Recommendation   of 10501
 
Great. You are more optimistic than I am.

Don't think I am for the mid voltages. Yole doesn't have the experts so I can't take them too seriously.

II-VI is the only company in datacom that can explain where the 3 material platforms crossover. GaAs for 300 meter transmission or less, silicon photonics for 300 meters to 2 kilometers and InP for greater than 2 kilometers. Most of the other companies just pretend silicon photonics will win everything. Yole itself, specifically Ezgi, even publishes the nonsense. So if they see 1kV as the crossover I have to take that as a valid data point.

Besides GaN-on-GaN other science projects in the mid voltages are 3C-SiC and Ga2O3. For very high voltages there is diamond. It could take a long time for an accurate picture to emerge.

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To: EvanG who wrote (10371)5/21/2021 10:46:27 AM
From: slacker711
   of 10501
 
Delete

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To: EvanG who wrote (10371)5/21/2021 10:59:42 AM
From: slacker711
   of 10501
 
FWIW, I went down the rabbit hole of STM's new GaN offering. I think this presentation makes it pretty clear that GaN is meant as a competitor to existing silicon solutions. The performance improvement in efficiency seems fairly small over silicon so I assume that it is cost competitive due to it's smaller die area.

Engineering samples are available now but qualified parts won't be available until the end of 2023.

I'd like to see SiC converter efficiency curves using this application, but overall, SiC is only ever going to be able to compete in applications where it has substantially better power efficiencies.

Wide bandgap semiconductors: shaping the future of power electronics


https://www.st.com/content/st_com/en/st-pcim-2021.html?ecmp=tt21059_gl_link_may2021


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To: slacker711 who wrote (10373)5/23/2021 12:26:47 PM
From: EvanG
1 Recommendation   of 10501
 
GaN has a slightly better bandgap than SiC. Which makes them very similar in efficiency. Below is a slide from Cree's Palmour showing the difference between Si and SiC. Notice that the delta efficiency is similar to what you posted.

GaN goes on a bunch of substrates and it has always seemed to me that the transition between substrate is determined by the substrates thermal conductivity. The higher the thermal conductivity then the higher the allowable power density. This gets discussed more between GaN-on-SiC and GaN-on-diamond which are at the very high end. I am not exactly sure what the power density limit is for GaN-on-Si or if some other limit gets hit first.

energy.gov


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To: EvanG who wrote (10374)5/23/2021 3:46:30 PM
From: EvanG
   of 10501
 
I am not exactly sure what the power density limit is for GaN-on-Si or if some other limit gets hit first.

This figure sort of gives a better visualization of what I was saying. L-GaN should be Gan-on-Si and V-GaN should be GaN-on-GaN.

sciencedirect.com


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From: slacker7115/25/2021 3:41:37 PM
2 Recommendations   of 10501
 
Some commentary on yields during the analyst conference today.

- Their pilot 200mm fab in NY has higher yields than their existing fab. We'll see how this translates to a production environment but that is certainly encouraging (or maybe just speaks to how bad Durham is).

- They currently have 10,000 human "touches/interventions" per day in their current facility. That will drop to zero in the new fab.

Lowe was clearly hearing from investors about the yields and came prepared with a couple of data points that he wanted to communicate.

jpmorgan.metameetings.net

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From: slacker7116/2/2021 7:48:39 PM
1 Recommendation   of 10501
 
Cree, Inc. to Participate in Upcoming Investor Conferences
JUNE 2, 2021
DURHAM, N.C. – Cree, Inc. (Nasdaq: CREE), today announced that its senior management will present at the following virtual investor conferences:

Neill Reynolds, Chief Financial Officer, will present at the Evercore ISI Inaugural TMT Conference on June 7, 2021 at 3:30PM ET.
Gregg Lowe, Chief Executive Officer, and Neill Reynolds, Chief Financial Officer, will present at the Bank of America Global Technology Conference on June 8, 2021 at 11:30AM ET.
Gregg Lowe, Chief Executive Officer, and Neill Reynolds, Chief Financial Officer, will present at the Citi Silicon Valley Virtual IT Hardware Bus Tour on June 11, 2021 at 10:00AM ET.
A live webcast of the presentations will be available on the Investor section of Cree’s website. To access the webcasts, please visit investor.cree.com.

+++

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From: slacker7116/16/2021 7:52:47 AM
   of 10501
 
From yesterday....good to have some bears on the stock.

Cree named short-term sell idea at Deutsche Bank 06:55 CREE Deutsche Bank analyst Sidney Ho placed a "Catalyst Call: Sell" on shares of Cree as a short-term sell idea. Cree has already begun to underperform, despite the positive demand backdrop in terms of electric vehicle sales, Ho tells investors in a research note. The analyst remains concerned about the sustainability of Cree's over 60% share in silicon carbide substrates which he notes represents two-thirds of gross profits today. Further, Ho is not convinced that Cree will prove to have a meaningful lead at 200mm either. The analyst also continues to believe Cree will be a year late in achieving its $1.5B sales target and expects it will not meet its greater than 50% gross margin target at all.

Read more at:
thefly.com

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