Aixtron - Die Perle im Technologiebereich (Seite 1385)
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Antwort auf Beitrag Nr.: 43.258.736 von Escapee am 07.06.12 08:53:24Wer ihm das wohl "gesteckt" hat? 
Oh, Entschuldigung - keine Diskriminierung:
Wer ihm bzw. ihr (Kloben könnte ja auch eine Frau sein
) das wohl "gesteckt" hat?
Oh, Entschuldigung - keine Diskriminierung:
Wer ihm bzw. ihr (Kloben könnte ja auch eine Frau sein
) das wohl "gesteckt" hat?
Antwort auf Beitrag Nr.: 43.258.736 von Escapee am 07.06.12 08:53:24Natürlich werden die vielen Ingenieure des Marktführers Veeco seine Fragestellungen längst beantwortet haben.
Nein, die schämen sich noch.
Nein, die schämen sich noch.
IMS Research Cuts 2012 MOCVD Forecast From 342 to 281
IMS Research has cut its forecast for 2012 GaN MOCVD shipments to 281, according to the second quarter 2012 MOCVD update of its GaN LED Quarterly Supply and Demand report.
Jamie Fox, Research Director, Lighting and LEDs
06/06/2012
IMS Research (recently acquired by IHS Inc. (NYSE:IHS)) has cut its forecast for 2012 GaN MOCVD shipments to 281, according to the second quarter 2012 MOCVD update of its GaN LED Quarterly Supply and Demand report.
IMS Research Analyst Jamie Fox commented: “The decline in 2012 is due to sufficient tools being in place for backlighting, lighting not yet fully taking off and expiring subsidies in China. The revision to our forecast is due to an analysis of the latest supplier earnings calls and our latest surveys of manufacturers which showed that some companies’ purchase plans have been cut back more than expected in recent months, particularly in China. We have heard about capacity utilization moving up in Taiwan this quarter, but we don’t see this as a worldwide trend at the moment.”
The graph above shows that 2012 will be much lower than 2010 and 2011, but will still be higher than 2009. 2012 will be a quiet year as, in terms of equipment installation, it will be the low point between the backlighting and lighting cycles. After a huge rush to buy in China in 2011 (it peaked at 92 percent of shipments in the fourth quarter), sales here are dropping markedly in 2012.
The entire worldwide market in the first quarter of 2012 was about the same size as the one largest order in China in the fourth quarter of 2011. However IMS Research believes the market has bottomed out in the first half of 2012. Modest growth should return in the second half of 2012.
While the industry is currently in an overcapacity situation which will continue in the short term, longer term projections show that many more reactors will be needed over the coming years to meet the demand in lighting. At the end of June IMS Research will release the latest demand and supply and demand projections. At present, big changes to the long term outlook are not anticipated.
Last quarter IMS reported on a strong quarter for Aixtron which regained the lead in the fourth quarter of 2011. However, as anticipated, this has not lasted, and Veeco was well ahead again in the first quarter with an estimated 59 percent market share. Veeco will also have a clear lead over Aixtron for GaN LED for the full year 2012, according to surveys of end customers.
Other highlights from the second quarter report include:
•China was the No. 1 region for shipments in the first quarter, followed by Taiwan.
•Typical tool prices remain about $2 million.
•K465i was the most popular tool in the first quarter.
•Epistar is the leader in cumulative tools installed, Elec-Tech is ranked 1st in projected 2012 customers.
For further information about this report, please click here. Alternatively, it may be possible to meet IMS Research analysts face to face shortly to discuss the report. IMS will be holding the LED Lighting Evolution Conference: From Sapphire to Lumens examining LED and MOCVD supply/demand on June 6th in Boston at the Hynes Convention Center featuring influential industry executives and leading financial and industry analysts. Companies presenting include Acuity Brands, Barclays, Canacord Genuity, Cree, Displaybank, GTAT, IMS Research, KLA Tencor, Nichia, QD Vision, Veeco and many more. More details are shown here.
http://www.plantengineering.com/single-article/ims-research-…
MfG
Kloben
IMS Research has cut its forecast for 2012 GaN MOCVD shipments to 281, according to the second quarter 2012 MOCVD update of its GaN LED Quarterly Supply and Demand report.
Jamie Fox, Research Director, Lighting and LEDs
06/06/2012
IMS Research (recently acquired by IHS Inc. (NYSE:IHS)) has cut its forecast for 2012 GaN MOCVD shipments to 281, according to the second quarter 2012 MOCVD update of its GaN LED Quarterly Supply and Demand report.
IMS Research Analyst Jamie Fox commented: “The decline in 2012 is due to sufficient tools being in place for backlighting, lighting not yet fully taking off and expiring subsidies in China. The revision to our forecast is due to an analysis of the latest supplier earnings calls and our latest surveys of manufacturers which showed that some companies’ purchase plans have been cut back more than expected in recent months, particularly in China. We have heard about capacity utilization moving up in Taiwan this quarter, but we don’t see this as a worldwide trend at the moment.”
The graph above shows that 2012 will be much lower than 2010 and 2011, but will still be higher than 2009. 2012 will be a quiet year as, in terms of equipment installation, it will be the low point between the backlighting and lighting cycles. After a huge rush to buy in China in 2011 (it peaked at 92 percent of shipments in the fourth quarter), sales here are dropping markedly in 2012.
The entire worldwide market in the first quarter of 2012 was about the same size as the one largest order in China in the fourth quarter of 2011. However IMS Research believes the market has bottomed out in the first half of 2012. Modest growth should return in the second half of 2012.
While the industry is currently in an overcapacity situation which will continue in the short term, longer term projections show that many more reactors will be needed over the coming years to meet the demand in lighting. At the end of June IMS Research will release the latest demand and supply and demand projections. At present, big changes to the long term outlook are not anticipated.
Last quarter IMS reported on a strong quarter for Aixtron which regained the lead in the fourth quarter of 2011. However, as anticipated, this has not lasted, and Veeco was well ahead again in the first quarter with an estimated 59 percent market share. Veeco will also have a clear lead over Aixtron for GaN LED for the full year 2012, according to surveys of end customers.
Other highlights from the second quarter report include:
•China was the No. 1 region for shipments in the first quarter, followed by Taiwan.
•Typical tool prices remain about $2 million.
•K465i was the most popular tool in the first quarter.
•Epistar is the leader in cumulative tools installed, Elec-Tech is ranked 1st in projected 2012 customers.
For further information about this report, please click here. Alternatively, it may be possible to meet IMS Research analysts face to face shortly to discuss the report. IMS will be holding the LED Lighting Evolution Conference: From Sapphire to Lumens examining LED and MOCVD supply/demand on June 6th in Boston at the Hynes Convention Center featuring influential industry executives and leading financial and industry analysts. Companies presenting include Acuity Brands, Barclays, Canacord Genuity, Cree, Displaybank, GTAT, IMS Research, KLA Tencor, Nichia, QD Vision, Veeco and many more. More details are shown here.
http://www.plantengineering.com/single-article/ims-research-…
MfG
Kloben
Welch morgendlicher Spaß.
Nein, mit technischem Sachverstand hat sich Kloben hier noch nie hervorgetan.
Wer ihm das wohl "gesteckt" hat?
Natürlich werden die vielen Ingenieure des Marktführers Veeco seine Fragestellungen längst beantwortet haben.
Nun ist also Veeco Aixtron nicht nur einen, sondern schon zwei Schritte voraus.
Antwort auf Beitrag Nr.: 43.258.125 von rickmann am 06.06.12 22:21:53The MaxBright M provides easier serviceability.....
Higher yields are achieved from technology advancements that result in improved thermal and flow capability.
Hallo Rickmann
Vermutlich (haben) hatten die Probleme mit der Qualität der Wafer.
Also ich kann mir einfach nicht vorstellen, daß wie in der Animation von Veecos Maschinen dargestellt wird, die Wafer gleichmäßig beschichtet werden. Die Wafer außen rotieren doch viel schneller als die inneren. Dazu kommt noch die Öffnung für die automatische Bestückung. Wenn das mal nicht zusätzlich zu Verwirbelungen führt, vom Gasverbrauch ganz zu schweigen.
Im Gegensatz dazu, rotieren beim Planetary Reaktor Prinzip von Aixtron, die Wafer gleichmäßig.
Zitat:
Der Planetary Reactor basiert auf dem Prinzip eines horizontalen Laminarflussreaktors. Das Laminarfluss-Prinzip gewährleistet schärfste Übergänge zwischen verschiedenen Materialien und eine unvergleichliche Kontrolle der Abscheideraten im Bereich einzelner Atomlagen. Die Kombination dieses Prinzips mit AIXTRONs einzigartiger Mehrfachrotation der Substratträger, die sogenannte Gas Foil Rotation (GFR), stellt sicher, dass die Abscheidung mit exzellenter Homogenität bezüglich Schichtdicke, Zusammensetzung und Dotierung erfolgt. Zudem gewährleistet der spezielle Reaktoreinlass, der eine Separation einiger Gase erlaubt, einen nach außen gleichmäßigen radialen Fluss, mit einer optimalen einstellbaren Verteilung.
http://www.aixtron.com/index.php?id=1840
Ich habe mir auch schon öfters Gedanken darüber gemacht, warum Aixtron ihre Reaktoren nicht automatisch beschickt. Also muss es schon einen Nachteil dabei geben, und wenn es nur die Reinigung der Reaktorkammer ist. Vermutlich muß sie dabei sowieso geöffnet werden, und wenn ich mir die Reaktorkammer von Veeco so anschaue, ja dann bin ich dem Betreiber wirklich nicht neidisch auf diese Arbeit. Also eine Putzfrau wäre damit hoffnungslos überfordert.
Mal sehen was sich Aixtron einfallen lässt. Es sollen ja noch dieses Jahr neue Maschinen auf den Markt kommen.
Hier mal die Animation von Veecos Turbo Disc k465i. Guckst du dir mal die Reaktorkammer im geschlossenen Zustand an. Da reicht dir der 17er Gabelschlüssel nicht zum zerlegen.
http://www.veeco.com/movies/TurboDisk_01_K465GAN.swf
MfG
Kloben
Higher yields are achieved from technology advancements that result in improved thermal and flow capability.
Hallo Rickmann
Vermutlich (haben) hatten die Probleme mit der Qualität der Wafer.
Also ich kann mir einfach nicht vorstellen, daß wie in der Animation von Veecos Maschinen dargestellt wird, die Wafer gleichmäßig beschichtet werden. Die Wafer außen rotieren doch viel schneller als die inneren. Dazu kommt noch die Öffnung für die automatische Bestückung. Wenn das mal nicht zusätzlich zu Verwirbelungen führt, vom Gasverbrauch ganz zu schweigen.
Im Gegensatz dazu, rotieren beim Planetary Reaktor Prinzip von Aixtron, die Wafer gleichmäßig.
Zitat:
Der Planetary Reactor basiert auf dem Prinzip eines horizontalen Laminarflussreaktors. Das Laminarfluss-Prinzip gewährleistet schärfste Übergänge zwischen verschiedenen Materialien und eine unvergleichliche Kontrolle der Abscheideraten im Bereich einzelner Atomlagen. Die Kombination dieses Prinzips mit AIXTRONs einzigartiger Mehrfachrotation der Substratträger, die sogenannte Gas Foil Rotation (GFR), stellt sicher, dass die Abscheidung mit exzellenter Homogenität bezüglich Schichtdicke, Zusammensetzung und Dotierung erfolgt.
Zudem gewährleistet der spezielle Reaktoreinlass, der eine Separation einiger Gase erlaubt, einen nach außen gleichmäßigen radialen Fluss, mit einer optimalen einstellbaren Verteilung.http://www.aixtron.com/index.php?id=1840
Ich habe mir auch schon öfters Gedanken darüber gemacht, warum Aixtron ihre Reaktoren nicht automatisch beschickt. Also muss es schon einen Nachteil dabei geben, und wenn es nur die Reinigung der Reaktorkammer ist. Vermutlich muß sie dabei sowieso geöffnet werden, und wenn ich mir die Reaktorkammer von Veeco so anschaue, ja dann bin ich dem Betreiber wirklich nicht neidisch auf diese Arbeit. Also eine Putzfrau wäre damit hoffnungslos überfordert.
Mal sehen was sich Aixtron einfallen lässt. Es sollen ja noch dieses Jahr neue Maschinen auf den Markt kommen.
Hier mal die Animation von Veecos Turbo Disc k465i. Guckst du dir mal die Reaktorkammer im geschlossenen Zustand an. Da reicht dir der 17er Gabelschlüssel nicht zum zerlegen.
http://www.veeco.com/movies/TurboDisk_01_K465GAN.swf
MfG
Kloben
Trading Spotlight
Veeco Introduces New Suite of GaN MOCVD Systems to Extend Industry Leadership in LED Manufacturing
Press Release: Veeco Instruments Inc. – 6 hours ago
Email
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Companies:
Veeco Instruments Inc.
RELATED QUOTES
Symbol Price Change
VECO 34.95 +0.20
RELATED CONTENT
View Photo
The MaxBright MHP provides as much as 20% within-wafer wavelength uniformity improvement over MaxBright. (Photo: Business Wire) Multimedia Gallery URL
PLAINVIEW, N.Y.--(BUSINESS WIRE)--
Veeco Instruments Inc. (VECO) today introduced three new models of its market-leading TurboDisc® metal organic chemical vapor deposition (MOCVD) systems for the production of high brightness light emitting diodes (LEDs): TurboDisc MaxBright® M™, TurboDisc MaxBright MHP™ and TurboDisc K465i HP™.
MaxBright M: a modular and more compact version of Veeco’s multi-reactor system. The MaxBright M provides easier serviceability and up to 15% improved footprint efficiency compared to MaxBright. It also features improved layout configuration flexibility to accommodate various fab spacing requirements.
MaxBright MHP: a high performance version of the new modular “M.” The MaxBright MHP provides as much as 20% within-wafer wavelength uniformity improvement over MaxBright. Higher yields are achieved from technology advancements that result in improved thermal and flow capability. The MaxBright MHP also provides lower cost of ownership as compared to MaxBright.
K465i HP: a high performance option for Veeco’s single-reactor MOCVD system which delivers up to 20% within-wafer wavelength uniformity improvement compared to the K465i and lower cost of ownership.
These new systems are available in 2, 4, 6 and 8” configurations. Existing MaxBright and K465i systems are easily field-upgradeable to the high performance HP option. All of Veeco’s MOCVD systems feature its low maintenance TurboDisc technology, which enables highest system availability and throughput.
For more information on these new products please visit: www.veeco.com/maxbrightmhp
William J. Miller, Ph.D., Executive Vice President, Veeco Process Equipment, commented, "This new suite of products provides our customers with tremendous flexibility to make the most of their capital investments and choose the system that works best in their unique production environment. The innovation in the MaxBright M, MaxBright MHP and K465i HP was accomplished by listening to our customers and focusing on system improvements that could drive their productivity and yield – two critical factors in our customers’ success.”
John R. Peeler, Chairman and Chief Executive Officer of Veeco added, “This new product line-up, all based on our industry leading technology and automation expertise, can help to accelerate worldwide adoption of LED lighting by reducing manufacturing costs. Veeco remains committed to providing the industry’s highest capacity, highest throughput and lowest cost of ownership MOCVD systems available.”
According to IMS Research, the K465i, introduced in 2010, was the top selling MOCVD tool that year, and the MaxBright, launched in 2011, was the top seller last year. Compound Semiconductor Magazine recently awarded Veeco the “Compound Semiconductor Manufacturing Award, stating “MaxBright was the biggest breakthrough in compound semiconductor manufacturing over the last 12 months.”
Es grüßt Rickmann
Press Release: Veeco Instruments Inc. – 6 hours ago
Companies:
Veeco Instruments Inc.
RELATED QUOTES
Symbol Price Change
VECO 34.95 +0.20
RELATED CONTENT
View Photo
The MaxBright MHP provides as much as 20% within-wafer wavelength uniformity improvement over MaxBright. (Photo: Business Wire) Multimedia Gallery URL
PLAINVIEW, N.Y.--(BUSINESS WIRE)--
Veeco Instruments Inc. (VECO) today introduced three new models of its market-leading TurboDisc® metal organic chemical vapor deposition (MOCVD) systems for the production of high brightness light emitting diodes (LEDs): TurboDisc MaxBright® M™, TurboDisc MaxBright MHP™ and TurboDisc K465i HP™.
MaxBright M: a modular and more compact version of Veeco’s multi-reactor system. The MaxBright M provides easier serviceability and up to 15% improved footprint efficiency compared to MaxBright. It also features improved layout configuration flexibility to accommodate various fab spacing requirements.
MaxBright MHP: a high performance version of the new modular “M.” The MaxBright MHP provides as much as 20% within-wafer wavelength uniformity improvement over MaxBright. Higher yields are achieved from technology advancements that result in improved thermal and flow capability. The MaxBright MHP also provides lower cost of ownership as compared to MaxBright.
K465i HP: a high performance option for Veeco’s single-reactor MOCVD system which delivers up to 20% within-wafer wavelength uniformity improvement compared to the K465i and lower cost of ownership.
These new systems are available in 2, 4, 6 and 8” configurations. Existing MaxBright and K465i systems are easily field-upgradeable to the high performance HP option. All of Veeco’s MOCVD systems feature its low maintenance TurboDisc technology, which enables highest system availability and throughput.
For more information on these new products please visit: www.veeco.com/maxbrightmhp
William J. Miller, Ph.D., Executive Vice President, Veeco Process Equipment, commented, "This new suite of products provides our customers with tremendous flexibility to make the most of their capital investments and choose the system that works best in their unique production environment. The innovation in the MaxBright M, MaxBright MHP and K465i HP was accomplished by listening to our customers and focusing on system improvements that could drive their productivity and yield – two critical factors in our customers’ success.”
John R. Peeler, Chairman and Chief Executive Officer of Veeco added, “This new product line-up, all based on our industry leading technology and automation expertise, can help to accelerate worldwide adoption of LED lighting by reducing manufacturing costs. Veeco remains committed to providing the industry’s highest capacity, highest throughput and lowest cost of ownership MOCVD systems available.”
According to IMS Research, the K465i, introduced in 2010, was the top selling MOCVD tool that year, and the MaxBright, launched in 2011, was the top seller last year. Compound Semiconductor Magazine recently awarded Veeco the “Compound Semiconductor Manufacturing Award, stating “MaxBright was the biggest breakthrough in compound semiconductor manufacturing over the last 12 months.”
Es grüßt Rickmann
Was würden die ohne die Chinesen machen. Wenn diese Quelle mal versiegt können sie den Laden zu machen, die paar Aufträge woanders her kann man vergessen.
Vielen Dank für den Hinweis. Da wären wir niemals selber darauf gekommen. Wirklich sehr konstruktiv, das nmuss man dir lassen.
Kloben
Vielen Dank für den Hinweis. Da wären wir niemals selber darauf gekommen. Wirklich sehr konstruktiv, das nmuss man dir lassen.
Kloben
!
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"Jenoptik: Positiver Geschäftsverlauf setzte sich auch im April und Mai 2012 fort
Das EBIT für das Gesamtjahr 2012 wird daher jetzt in der oberen Hälfte der bisherigen Prognosespanne erwartet."
Ist schon klar, die haben ja jetzt wieder eine Anlage von Aixtron bekommen.
Hoffentlich machen sie den neuen Reaktor nicht gleich wieder kaputt, vor lauter Übereifer.
http://www.themenportal.de/unternehmen/jenoptik-steigert-pro…
Kloben
Das EBIT für das Gesamtjahr 2012 wird daher jetzt in der oberen Hälfte der bisherigen Prognosespanne erwartet."
Ist schon klar, die haben ja jetzt wieder eine Anlage von Aixtron bekommen.
Hoffentlich machen sie den neuen Reaktor nicht gleich wieder kaputt, vor lauter Übereifer.
http://www.themenportal.de/unternehmen/jenoptik-steigert-pro…
Kloben
Hat einer mitgezählt?
10,20 oder 30 Anlagen ?????
10,20 oder 30 Anlagen ?????
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