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Re: LarryAshy post# 20988

Sunday, 01/11/2015 9:01:04 AM

Sunday, January 11, 2015 9:01:04 AM

Post# of 41703
This is a bit dated but may help get a better picture of the tech and who is who.
http://www.yole.fr/iso_upload/Mag/IndustryReview_iLEDmarch_web.pdf

GT is based in Merrimack NH and up thru 2012 2013 had centralized
Design Engineering and R & D located there. As they went on an acquisition spree the commonality of the underlying technologies became more diffused and tended to concentrate at the new acquisitions. Crystal Systems was an exception as the two facilities are within a one hour drive. Polysilicon reactors are based out of Misoulla MT, Merlin out of Calif...part of the Thermal Tech acquisition. Hyperion is from the Twin Creek acquisition and is out of Danvers MA. I believe that all Silicon related technology...DSS..multi and mono, HiCz and PV are not in Misoulla. The only Engineering in MMK is some special crystal growth activities...SiC and maybe GaN. They also have licensing agreements with Kyma..another specialty crystal growth co.

The key point is that GT is not a monolithic engineering co. They have diverse technologies via acquisition and the cultures are diverse.

They are each their own profit centers and therefore compete among themselves for resources...cash!!!

On the plus side is that they could be spun off quite easily as the only connections back to MMK is / was administrative and not Engr or Sales or Mkt.

What was left of central engineering was decimated after the BK.
Probably 25 to 30 were released in the Design group. The cut was deep and affected ME, EE and Software.

Not sure where this fits in everyone's DD but FWIW

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