Aixtron - Die Perle im Technologiebereich (Seite 1389)

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Antwort auf Beitrag Nr.: 43.174.419 von WAlexandro am 16.05.12 18:39:51

Hallo Alex

Normalerweise wird doch die Dividende am Tag nach der HV erst abgezogen und auch ausgezahlt.

MfG

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[WAlexandro]

im heutigen schlußkurs ist wohl die dividendenausschüttung schon eingepreist?!

[WAlexandro]

DGAP-News: AIXTRON SE Hauptversammlung 2012 -
Große Mehrheit für alle Beschlussvorlagen
16.05.2012 - 16:30 | Quelle: DGAP

DGAP-News:

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AIXTRON SE Hauptversammlung 2012 Große Mehrheit für alle Beschlussvorlagen

Aachen, Deutschland, 16. Mai 2012 -

Die Aktionäre der AIXTRON SE (FWB: AIXA; NASDAQ: AIXG), ein weltweit führender Hersteller von Depositionsanlagen für die Halbleiterindustrie, stimmten heute mit großer Mehrheit für alle Beschlussvorlagen, die Vorstand und Aufsichtsrat auf der Hauptversammlung präsentierten.

Die folgenden Tagesordnungspunkte wurden von der 15. ordentlichen Hauptversammlung der Gesellschaft beschlossen:

- Dividendenausschüttung von 25 Cent pro Aktie für das Geschäftsjahr
2011, was rund einem Drittel des Konzern-Jahresüberschusses entspricht
- Entlastung der Mitglieder des Vorstands und des Aufsichtsrats für das
Geschäftsjahr 2011
- Wahl des Abschlussprüfers für Konzern und SE für das Geschäftsjahr 2012
- Schaffung eines neuen Genehmigten Kapitals 2012
- Ermächtigung zur Ausgabe von Options- und/oder
Wandelschuldverschreibungen nebst gleichzeitiger Schaffung eines
Bedingten Kapitals l 2012
- Ermächtigung und Zustimmung zur Ausgabe von Aktienoptionen und die
Schaffung eines neuen Bedingten Kapitals ll 2012

Alle Vorlagen wurden mit einer Zustimmungsquote von mindestens 88,6 Prozent angenommen. Bei der Hauptversammlung im Aachener Eurogress waren rund 42 Prozent des Grundkapitals vertreten.

Präsentation und Rede Das Redemanuskript des Vorstands und die Präsentation zu Tagesordnungspunkt 1 der Einladung können von der Homepage heruntergeladen werden: www.aixtron.de/hv.

Kontakt: Guido Pickert Investor Relations and Corporate Communications
T: [phone]
F: [phone]
[e-mail]

[kloben]

Antwort auf Beitrag Nr.: 43.173.907 von MrsNeu am 16.05.12 17:08:55

Hallo Mrs. Neu

Na was gabs den auf der HV alles zu hören und zu trinken?

MfG

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[MrsNeu]

Irre ich mich oder habe ich schon einmal ein euphorischeres Management gehört ?

[kloben]

Domestic MOCVD sees breakthrough, Ideal Energy prototype MOCVD passes acceptance inspection
May 14 , 2012 , 2:03 pm

Abstract：Beijing Municipal Science & Technology Commission＇s 2010 major science research project of ＂MOCVD productive prototype research and development＂ has passed acceptance inspection

Liberation Daily recently has reported that Beijing Municipal Science & Technology Commission's 2010 major science research project of " Productive MOCVD prototype research and development" has passed acceptance inspection. This project was undertaken by Ideal Energy Equipment (Shanghai) Ltd.

Two years' painstaking effort of Ideal Energy has delivered the MOCVD reaction chamber with independent intellectual property and critical breakthrough has been made in multiple key device technologies and process technologies.

This achievement marks that basically, MOCVD, the core equipment in LED epitaxy and chip production has realized localization. The elimination of dependence on imports will contribute to the fast development of LED lighting industry in China.

http://english.gg-led.com/asdisp3-65b095fb-1378-.html

Akzeptable Inspektion überstanden. Na das hört sich aber nicht gerade nach einem Jubelschrei an.

MfG

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[kloben]

LED Lighting Taiwan 2012 to Be Held on June.


May.15, 2012 - 10:39 — jasminezhuang


LED Lighting Taiwan 2012 organized by Photonics Industry and Technology Development Association (PIDA), is to be held on June 19-21.

This time, Cree, Osram, Philips, Panasonic, Seoul Semiconductor, Epistar, Everlight, Lite-On Technology Corp., Delta Electronics Inc., Formosa Epitaxy Inc., Kingbright Elec. Co., Ltd., Genesis Photonics Inc., Lextar, Nichia, MonoCrystal and GCL-Poly Energy Holdings Ltd will join the event.

They will display their latest products ranging from epitaxy wafer and sapphire to packages and lighting fixtures at over 200 booths. Around 60 buyers from 18 economies, including India, Turkey, Russia, South Africa and Singapore, will shop among them.

According to Photonics Industry and Technology Development Association (PIDA), it has enrolled around 10% more exhibitors than 2011 event. 61% of the buyers will come for LED lighting modules and lighting fixtures. In addition, a mainland Chinese trade delegation composed of around 100 LED specialists and enterprises is invited. Forums are also arranged with topics addressing LED horticulture lighting, OLED lighting technology, market development, and so on.

PIDA estimates the global LED industry to generate revenue of around NT$200 billion (US$6.89 billion at US$1: NT$29) this year, an increase of 10% from 2011.

http://www.ledinside.com/node/15353

Demnach ist GCL immer noch im LED-Bereich tätig. Kann aber auch sein, daß sie evtl. nur mit der Waferherstellung zu tun haben.

MfG

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[kloben]

Korea panel makers to invest in LED case dilemma

Posted on May 15, 2012


World’s four major Taiwan and South Korea panel makers, buttressed funds advantage into the led industry has gradually become a burden, but the cost advantage as the LED epitaxial plant, the South LED Modules Korean industry expansion plans Hanka, AUO invested Lunda emergency toward LED lighting, the panel factory investment LEDs, do not have to drink milk and raising cattle.

Become key components of the panel when the panel backlighting from cold cathode fluorescent lamp (CCFL) to the LED, LED, LED recognize the keys to victory in the LCD screen quality, panel makers thus downstream of the first layout of the LED, who do not want to lag behind each other at the start of the LED backlight generation, South Korea is rich and powerful shouted at every turn 200 MOCVD expansion plans.

However, LED is a III-V compound semiconductor, mainly rely on the judgment of the R & D personnel experience accumulated thus epitaxial package, good low, and the traditional panel factory yield easily 90% can not be compared. LED products only 60% of the chip will be available to TV use the remaining 40% of can not sell the phone keypad like the LED epitaxial plant as a backlight, or consumer products, panels can only be reserved for inventory, production costs of natural can not fight the LED epitaxial plant.

Samsung’s LED plant downstream to the sea, but has also become barriers to future sales of LED die the Imagine LGD, or other panel manufacturers need to LED die, will find Taiwan’s Epistar, or Samsung. Assessment panel plant was set up LED plant, think we can dominate the world, but it faces competitive problems facing the situation of burning at both ends of the LED and LCD LED TV demand than expected and more.

Sony organic EL struggle
Last month, the world’s largest display International Conference on the SID (Society for InformationDisplay) interviews were conducted. The eye-catching is the struggle of the Sony. The company uses a variety of technical trial of the display panel and developer conference after conference. Test products before Sony, every day, packed with a large number of visitors, and the atmosphere is very warm. Evaluation of the visitors is very high, people re-experience the Sony’s powerful technical strength.

The regrettable fact is that Sony’s business development is not smooth. For example, in the organic EL display, Sony in 2007 before the other companies listed on EL TV, a global leader, but since then no further, Sony did not embark on a comprehensive investment. For smart phones swiftly adopted a proactive investment in the field of South Korea’s Samsung Mobile Display LED Luminaire (SMD) is a meteoric rise, the entire industry a big reversal.

Of course, Sony is not unhelpful. Sony has launched a 25-inch and 17-inch organic EL display products, but also to develop the naked eye 3D organic EL TV, and display at the show … In addition, without large-scale investment products and development, Sony also has a leading in the case of other companies. However, the small investment can do is very limited, and expectations to develop the world’s top technology Sony engineers, this is really a very regrettable thing.

“Japanese Economic News” published in the June 7 Morning News, entitled “Toshiba and Sony merge the LCD business,” the report said, the two companies have merged the small and medium-size LCD panel business to enter the final negotiation phase. The report said the two companies will merge in 2011 years, the LCD business set up a new company and a fund established from the official China – Japan’s industrial innovation agency to accept more than 100 billion yen investment. The two companies will be the capital of stepping up to set up a new production line to establish mass production technology of the organic EL panel. The two companies, although not on the report had yet to utter, it is estimated that private is to proceed with the negotiations.

Sony has a variety of applications can take advantage of the characteristics of organic EL technology and applications. For example, in their own company’s flat-panel terminal with the use of thin film lightweight organic EL panel. Sony will strive by virtue of the organic EL flat-panel terminal differentiation and expansion of the organic EL panel business. If you can achieve large-scale investment of more than 100 billion yen, the conduct of business will be expected to be achieved.

It can be said that, in order to catch up and exceed the accumulation of performance as the center to the field of smart phones Samsung Mobile Display will not be easy. For Sony, this may be the LED Luminaires last chance. In order to enable the engineers to work with pride, hope that Sony management level to be able to achieve results in the business combination negotiations.

http://www.ledneonsignsshop.com/2012/05/15/korea-panel-maker…

MfG

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[kloben]

The low utilization/MOCVD uptick phenomenon, LED efficacy and price, more from Lightfair

May 14, 2012 -- Barclays Capital analysts attended Lightfair International, a large, US-based general lighting tradeshow, and gleaned several trends in light-emitting diodes (LEDs) and organic LEDs (OLEDs) for lighting. Data presented at the show points to strong and steady LED lighting demand growth in 2012, though the LED lighting “inflection year” is still in the future.

While utilization rates are still relatively low in LED fabs, many chipmakers are reluctant to convert all of their backlighting-specific (BLU LEDs for display applications) LED tools to lighting-specific production, because they value yields honed for a specific design. Chipmakers told Barclays that they do not want to reconfigure metal-organic chemical vapor deposition (MOCVD) tools unless they are confident that this backlighting-specific production will no longer be needed. This suggests that anticipated LED lighting demand in H2 2012 and beyond will require more MOCVD tool orders, even without higher capacity utilization rates in LED fabs. Gradually improved MOCVD capex, in Q3 2012 and beyond, will be supported by a steady stabilization in LED supply/demand as 2013 approaches.

Barclays observed that LED chips still compete based on price, even among the Tier 1 LED makers, and further cost reductions are needed if margins are to survive. LED component price declines did moderate to an extent relative to last year’s price cuts, but the aggressive pricing trend continues, driven in part by end customers leveraging Tier 3 quality price points in China against Tier 1 and 2 LED makers. Until LED makers reach 80%+ effective yields in the fabs, the distribution of LEDs per run is fairly wide. Chips that do not meet their application’s specs are dumped on the market at a much lower price. Indeed, even in lighting-grade LEDs, there is “no rationality for price points,” according to 1 Tier-1 supplier. The good news for LED revenues is that unit volume growth is offsetting the price cuts.

The quality barrier between Tier 1 and Tier 2/3 LED suppliers continues to hold, with only ~10 LED makers that can reach 100lm/W efficacy levels in mass production, and meet Energy Star, UL, etc., specifications. In step with the luminous efficacy improvements at the chip level, system-level efficacy also continues to increase, with various troffers and luminaries already approaching 100lm/W. Korean LED makers are considering leveraging BLU LEDs for some lighting applications, like linear lighting and troffers, because specifications are similar. As a result, Samsung is becoming a major threat to Tier-1 LED suppliers, longer term, as it focuses on quality.


With LED lifetimes approaching 50K hours, LEDs are no longer the predictors of the lifetime of the full system, and the lifetime of the other components is becoming more prominent. Despite various certifications available, data on the lifetime and reliability at the total system level is still fairly limited.

While still in the early stages of development, OLED lighting was also being exhibited by several suppliers, with Philips and OSRAM appearing to be at the lead from an efficacy and product quality standpoint. Philips’ OLED lighting panels reached 25lm/W this year, with the company aiming for 60lm/W next year, driven by new developments in OLED materials (Philips using RGB stack with combination of phosphorescent and fluorescent materials); new developments in the glass substrate (adding reflective element to the glass composition); and advances in the deposition and processing technology. However, while reaching 60lm/W efficacy would be a big breakthrough, the key from there would be lumen maintenance, which is still very low for the OLED lighting panels currently available on the market. And while some companies suggested that OLED lighting is now moving from a designer/architectural application to a high-end lighting application, based on the product specs and the pricing, Barclays puts OLED lighting ~5-7 years behind LED lighting.

This year’s Lightfair was “almost entirely focused on LEDs,” said Barclays analysts. While LED dominance in new products at the booths is not yet indicative of end market penetration, it highlights the inevitability of LED lighting adoption in the coming years. Most lighting manufacturers and suppliers and LED makers alike see 2012 as a year of steady, strong LED lighting demand growth, though not yet an inflection. The biggest ramp in demand remains in segments where lighting is on for longer than 8 hours per day (streetlights, gas station canopies, retail, hospitality, warehouses). This is aided by the Federal Recovery Act spending on retrofitting public fixtures. Membership in the Solid State Street Lighting Consortium -- a Department of Energy (DOE)-sponsored consortium of cities and municipalities looking to upgrade their lighting systems to energy-efficient solutions -- has expanded to ~350 members from less than 100 last year. Payback periods for LED installs are compressing -- for outdoor lights, LED systems have gone from 50-60% more expensive than non-LED lights last year to ~30-50% more. The payback for replacing non-LED luminaires in many applications is currently 2-5 years, sufficient to ensure funding for many commercial and industrial users. Utility rebates and government subsidies offered in various regions enhance paybacks further.

Many companies at Lightfair indicated that advances in LED chips and components, especially with regard to high efficacy, have lowered the cost of other components in a lighting system, driving down costs.

http://www.electroiq.com/articles/sst/2012/05/lightfair-2012…

MfG

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[Cichla]

Zitat von iwa-eam: unglaublich wie das völkchen griechenland die welt über jahre in der zange hält..... wahnsinn

Ja, Wahnsinn. Raus mit den Betrüger-Griechen aus dem Euro, dann ist auch mehr Geld für andere da, die willig sind, etwas zu verbessern.