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Aixtron - Die Perle im Technologiebereich (Seite 3684)

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Antwort auf Beitrag Nr.: 43.123.904 von baggo-mh am 05.05.12 09:16:22
Hallo Baggo

Also wegen GCL (stornierter Auftrag) ist die Aussage von Paul Hyland doch, daß die Maschinen anscheinend schon teilweise produziert waren.


Okay. Right, backlog. I'm sure John will talk to you about his inventory, so I won’t try and comment on his. But, certainly, we had a GCL order, as I’m sure you know which disappeared and we can use some of it, but we are not going to tear it apart and convert into someone else's product. We will be patient and use the when the correct configuration comes along.

Dann hätte doch GCL mindestens die Anzahlung verlohren.Oder wie siehst du das.


2 Antworten?Die Baumansicht ist in diesem Thread nicht möglich.
Release Process Could Broaden Uses of GaN SCs

TOKYO, April 18, 2012 — Nitride semiconductors grow only on certain surfaces, and their utility is limited by the substrate on which they are fabricated. But a new release process not only makes the method cheaper and easier, but also expands the potential uses of the materials.

Yasuyuki Kobayashi and colleagues at Nippon Telegraph and Telephone Corp. (NTT) demonstrated the process using a technique called mechanical transfer using a release layer (MeTRe). They grew a very thin hexagonal layer of boron nitride (h-BN) between a sapphire substrate and a gallium nitride (GaN)-based semiconductor. Sandwiched in the middle, the h-BN works as a release layer, allowing the investigators to easily detach the semiconductor and transfer it to other substrates without using expensive laser beam machining or chemical treatment.

Comparison between the traditional methods of fabricating GaN semiconductors compared with that of Yasuyuki Kobayashi and colleagues.(Images: NTT Science and Core Technology Laboratory Group)

GaN-based semiconductors have a wide range of applications in high-power electronic devices and light sources, but their utility is hampered by the thickness of the substrates on which they are grown. The substrates are hard to separate from the GaN and can be 100 times the size of the film. They also must be stable at high temperatures because the GaN-based film's growth temperature is 1000 °C. Using the MeTRe fabrication process, GaN-based thin-film devices can be separated easily from their substrate and transferred onto other devices. They can be grown on nearly any single crystal substrate, both of which greatly increase their utility.

Prototype of a thin LED produced using nitride semiconductors.

Boron nitride also is difficult to grow on a single-crystal sapphire substrate because of a very different crystal structure. However, the researchers optimized its growth using metallorganic chemical vapor deposition (MOCVD), which uses the constituent gases to encourage single-crystal, thin-film growth on the substrate's surface. They also found that the GaN layers could be grown on top of the BN film if they used a buffer layer of Al1-xGaxN, an aluminum/gallium nitride alloy.

A prospective use for flexible nitride semiconductors is in window-based solar panels.

The MeTRe method of semiconductor fabrication is cheaper, faster and easier than conventional methods, and there has been a worldwide movement to develop such an efficient technique. The process also allows thin, flexible semiconductors with a large surface area (up to 2 cm) to be made. One key application of such a semiconductor is in the development of flexible solar panels that are sensitive to UV wavelengths only and can be put in windows to filter out the harmful rays while also collecting and storing solar energy. This can be accomplished easily by attaching GaN-based solar cells to pre-existing Si-based ones.

Other potential applications include thin LEDs, highly functional hybrid CMOS and flexible devices.

The research appeared in the April 12 issue of Nature.

For more information, visit: www.ntt.co.jp


Man höre und staune flexible nitride semiconductors. NTT ist Kunde von Aixtron.

:):cool: baggo-mh
Antwort auf Beitrag Nr.: 43.123.982 von kloben am 05.05.12 09:56:04GCL order

Hi Kloben

das ist ganz dubios mit diesem Auftrag. Offensichtlich hat Aixtron produziert wie verrückt und hat die Reaktoren jetzt im Inventar.

...Question: One on inventory and one on backlog. Paul, if I look at the inventory, you have a €194 million in inventory on less than €50 million in revenues,...

an anderer Stelle sagt PH:

One of the advantages of carrying some stock over from some of those orders that you know we – that were canceled or disappeared last year, is that we’re able to respond fairly quickly.

an wieder anderer stelle findet sich diese Aussage von WB

..You can see currently we have very high percentage of down payments.

Als Interpretation bleiben jetzt 3 Möglichkeiten:

1.) GCL hat nicht angezahlt und Aixtron hat gegen die eigenen Regeln gehandelt
2.) GCL hat angezahlt und der Betrag ist verloren
3.) GCL hat angezahlt, die Subventitionszusagen wurden gestrichen, der Auftrag verschoben denn ohne den Subventionsdruck ist es auch nicht notwendig die Reaktoren vor den Datum X zu liefern. Die Auslieferung wird auf unbestimmte Zeit oder in 2013 verschoben.

Den eigenen Regeln entsprechend würde Aixtron diese Aufträge ausbuchen, hätte aber die Reaktoren im Inventar und die Anzahlungen in der Kasse.

Würde auch erklären warum das Management so sicher ist 2012 EBIT profitabel abschliessen zu können.

Bevor es jetzt wieder heisst ich interpretiere Dinge, überlasse ich alles weitere dir.

:):cool: baggo-mh
1 Antwort?Die Baumansicht ist in diesem Thread nicht möglich.
..und zum Auftrag von Formasa (Forepi) noch folgende Ergänzung. Im Juni hiess es dazu von Seiten Veeco's

14 June 2011

FOREPI orders multiple Veeco MaxBright MOCVD systems

Epitaxial deposition, process, and metrology equipment maker Veeco Instruments Inc of Plainview NY, USA says that Taiwan-based Formosa Epitaxy Inc (FOREPI) and its affiliate Jiangsu Canyang Corp of Jiangsu province, China have placed a multi-unit order for TurboDisc MaxBright multi-reactor gallium nitride (GaN) metal-organic chemical vapor deposition (MOCVD) systems (launched in February) for the production of high-brightness light-emitting diodes (HB LEDs).

“We are impressed with MaxBright’s high-productivity, flexible process capabilities, and compact architecture, and think it will be a great choice for our high-production fabs,” says Jiangsu Canyang president Frank Chien Ph.D. “We have selected the four-chamber configuration as we believe it will provide the best cost of ownership and value for our investment,” he adds.

“It is exciting to have our new tool selected by one of Taiwan’s top LED manufacturers as part of their expansion in both Taiwan and China,” says William J. Miller Ph.D., executive VP, Veeco LED & Solar.

The MaxBright system is reckoned to be the industry’s most productive, lowest-cost-of-ownership MOCVD system available for manufacturing HB-LEDs. Available in a 2- or 4-reactor cluster architecture, the system delivers a productivity gain of up to 500% and a 2.5x increase in footprint efficiency over the K465i system, Veeco adds.

Multiple waren dann wahrscheinlich 2. Wenn die mal nicht in den Händen der Aixtron-Techniker gelandet sind. Scheint dann doch einen Unterschied zu geben zwischen made in Germany and made in USA.

- Preis
- Qualität
- Service

:):cool: baggo-mh
Antwort auf Beitrag Nr.: 43.124.100 von baggo-mh am 05.05.12 10:43:59GCL hat nicht angezahlt und Aixtron hat gegen die eigenen Regeln gehandelt

Hallo Baggo

Das o.g. scheint mir eigentlich die vernünftigste Erklärun zu sein. Bei einem so massiven Auftrag werden sie wohl eine Ausnahme gemacht haben. Und prompt sind sie auf die Schnautze gefallen.

Wie hat damals Aixtron gesagt:

Wenn es so wäre, daß wir den Auftrag über 500 Reaktoren bekommen hätten, dann wäre das auch gut für Veeco. Es ergibt alles plötzlich einen Sinn.

Auch die Aussage damals: Nicht jeder der in den Tunnel hinein geht, kommt auch wieder raus.

Er meinte wohl, daß sehr viel kleine Firmen den Wettbewerb bei LEDs nicht überstehen, und man sieht heute, er hatte Recht.:rolleyes:


LED lighting packaging price to drop nearly 10% in 2Q12
Siu Han, Taipei; Alex Wolfgram, DIGITIMES [Friday 4 May 2012]
Quoted prices for LED lighting packaging parts have dropped around 3% during the second quarter and could drop 10% due to packaging firms moving from backlighting applications to lighting and excess competition within the market, according to industry sources.

Declining prices for the LED packaging is also because LED backlighting manufacturers had excess inventory during the fourth quarter of 2011 amongst low demand in the industry, added the sources.

However, sources noted that order visibility for most LED backlighting manufacturers is already into the third quarter and that their utilization rate has surpassed 70%. The LED market is heating up this second quarter and firms are expected to rebound as well as shrink the drop in LED packaging prices to 3%.

Es grüßt Rickmann :cool:
Lite-On Technology looks to double-digit revenue growth in 2Q12
Siu Han, Taipei; Steve Shen, DIGITIMES [Thursday 3 May 2012]
Lite-On Technology expects its revenues to grow by a double-digit rate sequentially in the second quarter of 2012, buoyed by strong demand for LED products, power supply devices and camera modules, according to the company.

Demand in the PC market has staged a rebound recently, which will drive up shipment growth for notebook keyboards, camera modules and power supply products in the second quarter, Lite-On noted.

Along with the continued growth in the notebook, tablet PC and smartphone sectors, Lite-On expects its share of camera modules and keyboards in the global market will reach a double-digit rate, respectively, in 2012.

Lite-On also said that the production capacity of its LED factory in Thailand will resume completely in the second quarter, and that demand for LED products from the LED TV backlight and LED lighting sectors has become more clear recently.

Es grüßt Rickmann :cool:
Seven Cities of Bengal to Install LED Streetlights.

May.7, 2012 - 11:03 — jasminezhuang

The Executive Committee of the National Economic Council (ECNEC) at a meeting on May 2 approved the solar lightening project besides five more development initiatives, involving a total of Taka 875 crore.

Under the ‘Solar Street Lighting Program in City Corporation’ project, the Power Division will introduce solar energy-driven LED technology covering one thousand kilometers of streets of Dhaka, Chittagong, Rajshahi, Khulna, Barisal, Sylhet and Rangpur city corporations. :)

The project would be implemented during January 2012-December 2015 period with a cost of Tk 317 crore. The Asian Development Bank (ADB) will provide Tk 237 crore for the project.



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Antwort auf Beitrag Nr.: 43.128.199 von kloben am 07.05.12 06:27:59Seven Cities of Bengal to Install LED Streetlights.

Ich spiele heute mal den (glücklosen?) "upordown" und wage eine Voraussage:

Die bengalischen (Kurs-)Feuer werden heute rot lodern, tief rot. :eek:

- 02.05.12: "Nö,nö heut wird`s grün, dunkelgrün und darüber freue ich mich. Evtl. sehen wir ja schon die 15 heute."
- 03.05.12: "Na evtl. packen wir heute ja die 14 mal nachhaltig. Also bis zum Abend"

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Antwort auf Beitrag Nr.: 43.128.360 von Escapee am 07.05.12 08:08:13So Dunkelrot find ich das heute aber nicht!:p

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