Aixtron - Die Perle im Technologiebereich (Seite 1427)

[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

[baggo-mh]

...und nein ich halte keine Mitarbeiteraktien, wie von einigen hier gemutmasst wird.

Gruß
baggo-mh

[baggo-mh]

Domestic MOCVD successfully developed to promote the price of LED lights to reduce

　　Chinese Academy of Sciences Institute of LED lighting research and the success of the LED light chip manufacturing key equipment MOCVD LED equipment manufacturers in China entered a new stage of history.

　　MOCVD metal organic chemical vapor deposition, is the key equipment of the production of LED light chip technology is extremely difficult, the world's major monopolized by two companies, including Germany Aixtron with the United States Veeco 's (Veeco' s mergers and Emcore company MOCVD business) two home.

　　MOCVD technology roadmap: Aixtron planetary reaction (PlanetaryReactor), the the Aixtron merger ThomasSwan the ClosedCoupledShowerhead (CCS), the reaction chamber, using Veeco TurboDisc reaction chamber, there must be a high temperature and pressure control capabilities, including the amount of a variety of gases control, and all this in a confined space, it is clear difficulty is much higher than automobile engines, so a lot of foreign R & D for many years ultimately failed.

　　Due to the presence of monopoly and technical barriers, the manufacturers use high-priced strategy, to profiteering, a set of equipment of millions of dollars, thus the final LED chip prices remain high, transmitted to the downstream so that the price of LED lights also difficult to reduce, and ultimately lead to the LED lights difficult to spread, the only high-end users can enjoy this environmentally friendly energy-saving lighting products.

　　Developed successful MOCVD LED Lighting Institute of the Chinese Academy of Sciences, its technical level has reached the standard of the sale of the MOCVD, perhaps to be slightly worse than the famous reserves of the new generation of MOCVD equipment, but apparently the actual business running, you can input the industrial production of LED lamps, will eventually lead to lower prices of LED lights, so that ordinary people lucky enough to use this high -tech environmental protection products.

http://tech.hexun.com/2012-04-09/140203223.html

Die Einwände vom unserer Mrs und vom Saxen kann ich nachvollziehen, allerdings produziert Aixtron ja nur bedingt in Deutschland im Gegensatz zu Q-Cells.

Audi ist heute Marktführer in China, weil VW irgendwann vor Urzeiten eine alte Jetta Produktionaslanage nach China exportiert hat.

Wenn China einen 5 Jahresplan verabschiedet in dem es heisst - heimische MOCVD Reaktoren müssen produziert werden, dann kommt eben über kurz oder lang so eine Vollzugs-Meldung.

Der Einwand von Cichla ist auch nachvollziehbar, steht ja so in der o.g. Veröffentlichung.

Der Interpretation ist jetzt mehr oder weniger eine Glaubensfrage. Geht die LED Produktion den Weg der Solorzellenfertigung oder ist letztendlich doch die Qualität der enstcheidende Faktor.

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

Gruß
baggo-mh

[Escapee]

Antwort auf Beitrag Nr.: 43.024.931 von Cichla am 11.04.12 15:43:57

Das glaubten Q-Cells (Milliardenumsatz !!!), Solon und Co. vor zwei Jahren auch.
Nun sind sie pleite.

Nein, ich gehe nicht davon aus, dass AIX durch die chinesische Konkurrenz pleite geht.