Guter Artikel - etwas holprig zu lesen da aus dem Chin. mit Google
- AMD bastelt seit 7 Jahren an einer MOCVD Anlage
- Aixtron ist arrogant
- Sanso startet Export-Offensive
- Die GCL Aufträge werden mit 200 Mio angegeben und als "ausgestzt"
oder "suspended" bezeichnet.
Das würde sich mit Vermutung decken dass die Anzahlung geleistet,
die Reaktoren produziert wurden und jetzt beides Teil der Bilanz
LED market MOCVD giants "addiction" to deepen
2012-05-11 15:41:53 Source: Engineering LED
China is becoming a two global MOCVD equipment giant Aixtron (love
thinking) VEECO (Veeco) the largest source of income.
Chinese market revenue in 2011 accounted for Aixtron stronger
global proportion of total income of up to 55%, 70% of our MOCVD
equipment sold to the Chinese market. "Recently, strong CEO
Articles strong competitors, director of technical support,
Veeco, Zhang Qinglin said the results of the 2011 Veeco Greater
China region also accounted for more than 60 percent of global
However, behind the fast-growing Chinese market revenue
contribution LED epitaxial chip companies blindly expected the pace
of development of the LED industry. "So much of the upper reaches
of new entrants in the short term overbuilt cause production
overcapacity crisis is inevitable." Industry sources, the past two
years, the strong demand of the MOCVD equipment is actually at the
expense of future market capacity. The relevant data show that
Aixtron performance in the fourth quarter of 2011 there have been a
loss of 10.9 million euros, while the Veeco fourth quarter revenue
and net profit were also both have fallen sharply.
In addition to the decline in market demand, the endless stream
of potential competitors, the two MOCVD giants can not be avoided.
For the coveted Chinese market, including Japanese Taiyo Nippon
Sanso and Applied Materials, including a number of equipment
manufacturers are continuously through various channels to test the
Chinese MOCVD market, which also includes the domestic equipment
But love to think strong and Veeco obviously very confident, and
they all said, the company's equipment after 20 years of research
and development and continuous improvement to reach mass
production, the U.S. Applied Materials, Inc. and the localization
of equipment due to development time short, has not been effective
verification of the market.
March 16 love the thought strong, held in Suzhou, a new training
and demonstration center in the opening ceremony of the center is
located in the Suzhou Institute of Nanotechnology and Nano-Bionics
Institute (hereinafter referred to as nano). Paul Hyland, said the
company's new customers can enjoy free access to training services
in the Purchase Agreement.
"With the expansion of market demand in the future, does not rule
out the enrollment mode, engineer training services." "The original
Veeco cooperation with nanometer MOCVD training center, loved the
results of thinking one step ahead." Nano a insiders. Zhang Qinglin
recognize Veeco regarding the establishment of training centers in
contact with nano, but has not yet formed a final decision. May 11,
2011, Veeco's new training center opened in Shanghai enabled. The
courses can accommodate up to 20 engineers, according to Zhang
Qinglin said. He said the training center in Shanghai can also
address the training needs of the customer's temporary
For the establishment of training centers, Aixtron stronger and
Veeco unison to provide technical support for customers, but the
number of equipment manufacturers have indicated they have
"ulterior motives". Domestic MOCVD equipment engineers are still
very scarce, and because the two companies MOCDV equipment
operation are not the same. "Which of MOCVD equipment manufacturers
allows engineers more familiar with their equipment, which means to
open up the future of the market, virtually the formation of market
barriers to the domestic one extended enterprise official said,"
This is Aixtron and Veeco Branch in China eager to set up the
significance of the training center where the control engineer
invisible channels to achieve sales of equipment. "
Paul Hyland, said the current Aixtron Suzhou training center is
only two MOCVD equipment, will also add other types of MOCVD
equipment. And the insiders, the Nano is being renovated by the new
clean room and laboratory, the area will reach 4000 square
Short-term market pattern is hard to change
Interestingly, the above-mentioned internal sources, the Nano is
also developing MOCVD equipment, while preparing the capital
development of MOCVD equipment.
Reporter Articles by forcing training center located in the
inside of nano does not doubt that fear of "stealing the division,"
he said frankly, Aixtron stronger is very arrogant and very
confident of their technology, that made equipment manufacturers 10
years of accumulated technology, simply can not reach the
mainstream market device technology is highly
This statement has also been the person in charge of a domestic
device manufacturers default, "love to think strong and Veeco has
developed more than 20 years, R & D capabilities and staffing
are much higher than domestic enterprises." He disclosed that his
company spent three years to make the MOCVD equipment.But the
biggest problem is how to make equipment to get market
applications, because only in practice in order to continuously
improve the technology and processes.
The country, including Branch of macro and micro, the Dragon
photoelectric (300029.SZ) the Beijing Sijieaipu, North
Microelectronics including more than a dozen companies are
developing MOCVD equipment. Domestic MOCVD advantage of the price,
currently the biggest problem is how to maintain long-term
stability of the equipment. "The source said.
In this regard, P aul H yland MOCVD equipment in the field are
highly technology-intensive, there is a high technical threshold.
Chinese companies want to cross this threshold, the initial needs a
lot of manpower and capital investment, "will also be a long
"Eight years ago, the U.S. Applied Materials, Inc., once trying
to enter the MOCVD market, but so far unsuccessful, this
illustrates the problem." PaulHyland MOCVD market competition has
been going on for many years, but now dominate the global MOCVD
market is still only 23 companies. "While many Asian companies
trying to enter the MOCVD field, but they still need a very long
time and a wealth of practical experience in order to market the
right to life."
But for love to think strong and Veeco popped up near there is
still a strong enemy. Recently, Japan, the world's third largest
MOCVD equipment manufacturers Sanso began a high profile to enter
the Chinese market. Previously, large Sanso has been Japan's
largest domestic MOCVD equipment manufacturers, the market share of
over 70%, but there is little involved in the overseas market.
Insiders pointed out that the Sanso now enter a little late, they
have lost the best time of the boom of the last round of MOCVD.
"We have been in Shanghai three MOCVD equipment in operation."
Dayang acid responsible people recognize that solar day acid in the
Chinese market also exists the problem of visibility. Our global
market share in less than 6%, compared to Aixtron stronger and
Veeco still a huge gap.
But he also said, Taiyo Nippon Sanso is also ready to expand the
material aspects of cooperation with domestic colleges and
institutes will be held regularly MOCVD business training, thus
achieving the purpose of opening China MOCVD market.
The Chinese market for an unknown
LED Engineering Research Institute (GLII) statistics show that
Aixtron stronger and Veeco two companies occupy more than 90
percent of the market share of global MOCVD market, it also allows
the two companies in 2010 and the first half of 2011 the fame of
the MOCVD investment boom. But in the second half of 2011, the
global LED market continued weakness overcapacity crisis appears
suddenly, forcing love to think strong and Veeco's performance is
just as within a year, riding on a "roller coaster", all the way
slipped to the bottom.
Reported a 2011 Aixtron, strong full-year revenue of 611 million
euros, down 22%, net profit of 112.9 million euros, down 59
percent. For the results of a landslide, Aixtron stronger main
reason attributed to a number of important customers for the delay
in delivery. "All the suspension of orders has reached 200 million
euros." PaulHyland acknowledged that the fourth quarter of last
year's loss is the main reason is the inventory.
Or are based on this Aixtron Suzhou training and demonstration
center opening of the occasion, Paul Hyland, specifically rate the
majority of senior present to highlight the hard work of the
determination of the Chinese market. Just a month ago, Aixtron
stronger just Minsheng Financial Leasing Co., Ltd. (MSFL) to
establish a strategic alliance to jointly pioneering of MOCVD
equipment financial leasing business in the domestic market.
Competitors Veeco release 2011 fourth-quarter earnings is very
different. The data show that Veeco 2011 revenue of $ 192 million,
down 36%, net profit was $ 23.6 million, down 77%. Revenue in 2012,
Veeco is expected to decline by 39-49% compared with $ 979 million
The Veeco pointed out that the LED industry still no recent signs
of recovery, the current situation of overcapacity means that the
next few quarters MOCVD orders may be maintained at depressed
levels. MOCVD equipment manufacturers around the corner, how to
resolve the stock crisis in a short time. Otherwise, existing MOCVD
inventory not only will affect the performance of last year, will
also directly affect the performance of 2012, especially the
results of the first two quarters of this year.
Veeco pointed out that revealed through the fourth quarter from
the third quarter of last year, the customer after another delayed
the previous order, but did not cancel the order. Now they began to
slowly digest the retained orders last year, while new orders less
than last year.
For this year's market outlook, the company is still full of
expectations. "In the past few months, China Taiwan, South Korea,
the market demand for LED products are gradually increasing, the
capacity utilization of some of the companies has been restored to
about 60%." MOCVD demand of the Chinese mainland market when it can
be restored, yet There is no a definite timetable. He disclosed
that this year's first quarter gross domestic customers asked
degree is much higher than the fourth quarter of last year.
The rigid demand of the domestic MOCVD market is still there.
"Person in charge of a domestic equipment companies, said the
current average capacity utilization of domestic enterprises in
four or five percent, is expected by the end of the year, this
figure is expected to climb to 80%.
Nowadays, the proportion of the global lighting market, LED
lighting accounts for less than 5%, the future market will be rapid
growth. This is also a new round of market opportunities for MOCVD