Aixtron - Die Perle im Technologiebereich ( Seite 3687)

Guter Artikel - etwas holprig zu lesen da aus dem Chin. mit Google übersetzt.

- 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 ist.

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 PaulHyland Aixtron.
　　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 revenues.
　　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 manufacturers.
　　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.
　　Localization services
　　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 short-term.
　　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 meters.
　　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 process."
　　"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 in 2011.
　　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 equipment manufacturers.

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