Aixtron - Die Perle im Technologiebereich (Seite 1416)

[baggo-mh]

Antwort auf Beitrag Nr.: 43.027.622 von kloben am 12.04.12 07:07:22

Danke Kloben!
Das war viel Arbeit die ich mir gestern abend sparen wollte. Hier der Teil den ich am wichtigsten finde.

Aixtron and Veeco dominate MOCVD, together representing 96% of the market in 2011. Production MOCVD reactors are complex systems, notes Yole. Their design and optimization require expertise in multiple fields, including flow dynamics, thermodynamics, chemistry, and mechanical and electrical engineering, so the technical barriers to entry are fairly high. More than 15 emerging players have been identified, but so far they have been struggling to capture any sizeable market share. However, pressure is mounting, and established MOCVD reactor makers will need to maintain that technology gap to keep emerging competitors at bay, reckons Yole. The main battlefield is that of total cost of ownership. Established MOCVD makers all have technology roadmaps to enable COO reduction of 3-4x in the next five years through a combination of improved yields, throughputs and precursor utilization efficiency.

Gruß
baggo-mh

[Coolhawk]

Antwort auf Beitrag Nr.: 43.027.622 von kloben am 12.04.12 07:07:22

Interessanter Artikel. Aber eins verstehe ich nicht so ganz. Der letzte Hype soll mehr oder weniger "nur" auf die TV Schiene geschoben, also flache TV´s mit LED Backlight. Ok, seh ich ein...

Doch wie sieht es denn mit general lightning aus? Ich mein, wenn man in der gesamten Welt auf diese Art der Beleuchtung umschwenkt, wieso sollte diese Nachfrage nicht vom Volumen her höher (bedeutend höher) sein als die von TV Geräten? Das Potential hängt hier ganz deutlich mit dem Preis zusammen, ist wohl jedem bewusst. Doch die Entwicklung im letzten halben Jahr zeigt doch, das sich hier was tut. Und wenn dann einfache leuchtmittel mal für 2-4 Euro zu haben sind, dann greift da wohl jder zu....

[kloben]

11 April 2012

III-V epi substrate & tool market a $6.1bn opportunity over 2012-2020

The combined revenue opportunity for molecular beam epitaxy (MBE) and metal-organic chemical vapour deposition (MOCVD) tools is estimated to be US$6.1bn for 2012-2020, according to market research firm Yole Développement in its report ‘III-V Epitaxy Substrates & Equipment Market’.

LEDs represent by far the single largest application for MOCVD. In 2010 and 2011, the MOCVD market experienced the largest investment cycle in its history, driven by a combination of demand for LED-backlit LCD TVs; subsidies by the Chinese central and local governments; and anticipation of the general lighting market.



This has created significant overcapacity in the market that could take 12-18 months to absorb, says Yole. The next investment cycle - driven by lighting applications and expected to start in 2013 - will be more limited than the previous cycle due to improvements in equipment throughput and yields, the firm notes. Following this cycle, further cost of ownership (COO) improvements offered by the next generation of MOCVD reactors should justify the replacement of two-generation-old reactors installed during the 2010-2011 boom and drive a last small equipment cycle in the second half of the decade, Yole forecasts. By then, power GaN devices will also represent a substantial upside for MOCVD reactor makers.

For MBE, the applications covered in the report represent less than 40% of the total equipment market opportunity. Overall MBE use is heavily driven by R&D systems (over 50% of the total market) and laser applications (telecom, industrial, medical, research), which are not covered in the report.

For the applications covered, the MBE market will be driven essentially by the continuous growth in the cell-phone and wireless applications that make heavy use of GaAs-based RF components. Emerging applications such as smart grid and the trend toward increasing connectivity and ‘intelligence’ incorporated in many consumer products will provide further opportunities, Yole says. However, alternative technologies - silicon CMOS, LDMOS, silicon-on-sapphire (SoS), high-resistivity (HR) silicon-on-insulator (SOI) etc - represent a potential threat and could capture a share of the GaAs RF market and reduce the opportunity for MBE. In addition, MOCVD is making progress in manufacturing of high-electron-mobility transistors (HEMTs). However, high-concentration photovoltaics (HCPV) could provide a small potential upside for MBE reactor makers, reckons Yole.

MOCVD and MBE equipment markets

The MOCVD and MBE equipment markets are duopolies, but many emerging players could change the landscape.

Aixtron and Veeco dominate MOCVD, together representing 96% of the market in 2011. Production MOCVD reactors are complex systems, notes Yole. Their design and optimization require expertise in multiple fields, including flow dynamics, thermodynamics, chemistry, and mechanical and electrical engineering, so the technical barriers to entry are fairly high. More than 15 emerging players have been identified, but so far they have been struggling to capture any sizeable market share. However, pressure is mounting, and established MOCVD reactor makers will need to maintain that technology gap to keep emerging competitors at bay, reckons Yole. The main battlefield is that of total cost of ownership. Established MOCVD makers all have technology roadmaps to enable COO reduction of 3-4x in the next five years through a combination of improved yields, throughputs and precursor utilization efficiency.



For MBE, Riber and Veeco are the only two players offering large-capacity/large-throughput MBE production tools for volume manufacturing. Yole expects that they will maintain this dominant position. However, there are about 10 other MBE manufacturers offering R&D or pilot-production systems (e.g. DCA, SVT, Eiko etc) that also have a strong presence on the general MBE market.

Potential overcapacity in MO precursor supply

The metal-organic (MO) precursor market will also be driven essentially by LED applications. However, MOCVD reactor technology improvements (e.g. yield, consumption, wafer size etc) will lower the amount of trimethyl-gallium (TMGa) and trimethyl-indium (TMIn) needed per cm² of epiwafer.

The metal-organic shortage of 2010 ended in mid-2011 due to aggressive capacity expansion by leading suppliers, notes Yole. Further capacity expansion plans from established and emerging suppliers could come online within the next three years. If executed as announced, Yole expects significant oversupply, starting from 2012, that could continue through 2016 and beyond. This situation could put pressure on prices. Further MO synthesis technology improvements could provide opportunities for cost reduction. However, the usually volatile prices of raw indium and gallium also have a significant impact on cost, comments the market research firm.

http://www.semiconductor-today.com/news_items/2012/APRIL/YD_…

MfG

Kloben

[baggo-mh]

Optogan ist Aixtron Kunde
Philips auch

Apr 11th, 2012

Philips and Optogan sign up to cooperate in LED road lighting solutions in Russia

Royal Philips Electronics (NYSE: PHG, AEX: PHI), a worldwide leader in innovative lighting solutions, and Optogan, a leading Russian manufacturer of LED products today announced the signing of a joint venture agreement to become a strong player in the fast growing LED road lighting market in Russia.

The new company will be 51% owned by Philips and 49% by Optogan. Financial details of the joint venture were not disclosed.

The joint venture will combine Philips’ latest LED road lighting solutions and international quality standards with Optogan’s LED knowledge, innovative solutions and understanding of local market requirements in this field. Products developed and manufactured by the joint venture will be sold in the Russian Federation and within its customs union with Kazakhstan and Belarus.

The Philips-Optogan partnership will focus on developing a local LED industry, supporting the energy efficiency (EE) initiatives by the Russian government. Switching to LED street and road lighting can reduce energy consumption by up to 80% and lead to significant savings in service and maintenance costs. The enhanced visibility created by the bright light can also contribute to an enhanced feeling of security and can help improve road safety.

“Today’s announcement of our joint venture with Optogan represents the beginning of a new, ambitious journey to become a key player on the Russian outdoor lighting market,” - Arjan de Jongste, CEO Philips Russia and CIS. “We believe it will unlock new potential for us to bring innovative lighting solutions to Russia that save energy, reduce maintenance costs and increase road safety, thereby making a difference in people’s lives.”

“Optogan is one of the technology leaders in the manufacturing of light-emitting diodes (LEDs). With proven innovative, energy efficient and cost-efficient solutions in the fields of high brightness chips, LED components, LED lamps and LED luminaires. Optogan has a very deep understanding of the local Russian market,” said Maxim Odnoblyudov, CEO Optogan Group. “By joining forces with Philips we will be able to serve the Russian customers even better.”

Road lighting in Russia is an attractive market segment as it is anticipated to become one of the leading growth segments for LED. The Russian road lighting market is expected to double over the next four years to EUR 100 million by 2015.This growth is mainly driven by government energy efficiency programs for modernization of road lighting. It is expected that due to this also the share of LED will reach 50% as early as 2015.

http://www.i-micronews.com/news/Philips-Optogan-LED-road-lig…

Gruß
baggo-mh

[baggo-mh]

Cree Cuts Prices on LED Streetlights (CREE, AIXG, VECO, LEDS, RBCN)
Posted: April 10, 2012 at 7:37 am

LED lighting maker Cree Inc. (NASDAQ: CREE) has succeeded in making an LED streetlight that sells for less than $200 when purchased in volume. Provided the company can actually make a profit on the light, we could be seeing the start of a price war in LEDs reminiscent of the price battles we’ve already seen in solar PV panels.

Shares in Cree and competitors Aixtron SE (NASDAQ: AIXG), Veeco Instruments Inc. (NASDAQ: VECO), SemiLEDS Corp. (NASDAQ: LEDS), and Rubicon Technology Inc. (NASDAQ: RBCN) have been making a comeback since the beginning of the year, though for the past 12 months shares are down anywhere from -35% (Cree) to -71% (SemiLEDS). Since the beginning of the year, however, Cree, Veeco, and Aixtron are all up around 30%.

A report in The Wall Street Journal notes that 25% of all outdoor lighting in the US is streetlighting and that the market for LED streetlight should blossom at the sub-$200 price point. Both Aixtron and Veeco were upgraded to ‘buy’ by one analyst last month, and most of these companies expect the first quarter of this year to be their toughest.

Cree claims that its latest technology, which uses fewer and cheaper LEDs per light has led to the lower pricing. Whether or not cash-strapped municipalities will buy even cheap lighting is the last remaining question.

Paul Ausick

http://247wallst.com/2012/04/10/cree-cuts-prices-on-led-stre…

Gruß
baggo-mh

[kloben]

Antwort auf Beitrag Nr.: 43.027.269 von kloben am 11.04.12 23:07:27

Sorry Baggo, da muss ich mich wohl korrigieren.

Mit den ganzen Übernahmen die Aixtron getätigt hat, sieht das natürlich anders aus.

Z.B.

Nur wenige Wochen nach der Thomas Swan-Akquisition erwarb AIXTRON im Oktober 1999 die schwedische EPIGRESS AB, heute AIXTRON AB. Das Unternehmen mit Sitz in Lund, Schweden stellt CVD-Anlagen zur Herstellung von Verbindungshalbleitern wie Siliziumcarbid (SiC) mit breiter Bandlücke her. Bei Siliziumcarbid-Anlagen ist AIXTRON AB weltweit führend.

http://www.aixtron.de/index.php?id=708&L=0

MfG

Kloben

[kloben]

Antwort auf Beitrag Nr.: 43.026.475 von baggo-mh am 11.04.12 20:11:42

allerdings produziert Aixtron ja nur bedingt in Deutschland im Gegensatz zu Q-Cells.

Hallo Baggo

Habe ich da was verpasst? Ich habe nämlich noch nichts gehört oder gelesen daß Aixtron im Ausland produziert.

MfG

Kloben

[baggo-mh]

Very Interesting

Driving down HB-LED package costs

Griff Resor,
Resor Associates,
Maynard, MA USA

HB-LED packaging accounts for 40% to 60% of finished LED cost. This makes packaging the #1 target for cost reduction.

By convention, LED package costs do not include the cost of converting a finished LED to a lighting product — the "Luminaire". Mark McClear of Cree has repeatedly said an integrated approach is needed to deliver an attractive value for consumers. I'll come back to his point at the end.

A few years ago HB-LED packages were assembled from many discrete parts. These included a metal lead frame, a molded pocket for the LED, a zener diode, a mirror coating for the pocket, a heat sink for the LED, wire bonds for electrical connections, a sprayed on phosphor coating, an encapsulant to protect the assembled parts, and an attached lens.

Today LED packaging is using an integrated thin film approach. A single AlN "panel" about 100 mm square is used. Top side patterns provide a LED heat sink, area for wire bond connections, and electrical traces to vias that connect to the bottom side. Bottom side patterns provide for heat transfer and surface mount connections. Significant savings are realized by doing "panel" scale assembly. For example, lenses are molded 500 at a time on one AlN panel.

Philips-Lumileds has changed their LED structure, to enable flip-chip mounting of the LED on the AlN panel. This eliminates the wire bond cost, and eliminates the area needed for wire bonding. This enables a smaller, lower cost LED package. Expect more flip-chip LED designs.

An analysis of packaged LEDs used for LCD-TV backlighting shows that much of the HB-LED package is a "frame" around the LED. This area does not increase significantly as LED area increases. The real goal is to reduce the cost/lumen, not just the package cost. By increasing lumens emitted from a package, one can reduce the packaging cost per lumen.

This tactic is already being employed in HB-LED packages — several small LED chips are being mounted inside one package. This provides an added benefit. The LEDs can be wired in series to increase the operating voltage. Higher voltage reduces the power conversion costs in the Luminaire. Which leads back to Mark McClear's point — consider the Luminare cost.

The Resor Associates' COO model was designed to study the tradeoff between package costs, LED area and LED yield. It is clear that larger LED chips significantly improve the cost/lumen for finished LED's. As yield improves, the optimum tradeoff shifts to larger LEs. So add improved LED yield to the roadmap for LED package cost reduction!

From the life cycle of ICs and FPDs it is clear that LED makers will use some of their cost savings to elaborate the product in ways that reduce the finished Luminaire cost. The most promising idea that I've seen is "integrated" LEDs. For example, one could form two strings of 40 LEDs each. These could operate directly at a line voltage of 120volts, eliminating the power conversion parts in the Luminaire. Why don't we see integrated LED products today? Defects/cm2 are too high in LED fabs — a significant reduction in defect levels is needed first.

Bottom line, there are many ways to reduce the packaging cost in LEDs. But to realize some of these one has to look beyond the traditional LED package to the Luminaire and to the LED chip.
Solid State Technology, Volume 55, Issue 3, April 2012

http://www.electroiq.com/articles/sst/print/vol-55/issue-03/…

Bin mir zwar nicht 100% sicher, aber die Ausschussrate bei der Herstellung der LED grains ist extrem hoch. Möglicherweise redet er davon in dem rot markierten Satz.

Ob die chin. Maschinchen weniger defects/cm2 produzieren? Who knows

Gruß
baggo-mh

[Escapee]

Antwort auf Beitrag Nr.: 43.026.475 von baggo-mh am 11.04.12 20:11:42

Ob Solarzellen oder LED's made in China so gut sind wie made in USA oder Germany enstscheided sich erst in einigen Jahren.

Das interessiert die wenigsten Käufer von heute. Die Masse kauft preisgünstig.
Das ist die Realität und das Erfolgsrezept der Chinesen!

[Escapee]

Antwort auf Beitrag Nr.: 43.026.475 von baggo-mh am 11.04.12 20:11:42

... allerdings produziert Aixtron ja nur bedingt in Deutschland im Gegensatz zu Q-Cells.

Baggo, Du wirst alt ...

The Q-CELLS MALAYSIA SDN. BHD. is a production business belonging 100% to Q-Cells SE. The groundbreaking ceremony at the first production location outside of Germany took place in mid 2008 near the capital Kuala Lumpur. Around 400 employees worked in the production of crystalline solar cells at the newly formed Q-CELLS MALAYSIA SDN. BHD. in 2009. Production is to be extended to around 600 megawatt peak (MWp) over numerous stages of expansion. ....
http://www.q-cells.com/en/company/about_us.html#10313