Aixtron - Die Perle im Technologiebereich (Seite 4574)
eröffnet am 14.07.04 15:26:35 von
neuester Beitrag 26.04.24 16:45:50 von
neuester Beitrag 26.04.24 16:45:50 von
Beiträge: 50.719
ID: 880.385
ID: 880.385
Aufrufe heute: 26
Gesamt: 4.160.746
Gesamt: 4.160.746
Aktive User: 0
ISIN: DE000A0WMPJ6 · WKN: A0WMPJ · Symbol: AIXA
22,800
EUR
+3,40 %
+0,750 EUR
Letzter Kurs 26.04.24 Tradegate
Neuigkeiten
25.04.24 · wallstreetONLINE Redaktion |
| AIXTRON Aktien ab 5,80 Euro handeln - Ohne versteckte Kosten!Anzeige |
26.04.24 · wO Newsflash |
26.04.24 · dpa-AFX Analysen |
Das dürfte Anleger beruhigen: Aixtron zieht neuen Großkunden an LandWerte aus der Branche Halbleiter
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 3,5000 | +33,59 | |
| 5.010,00 | +25,09 | |
| 4,0800 | +23,45 | |
| 3,0500 | +21,03 | |
| 9,0000 | +20,00 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 16,780 | -12,01 | |
| 7,4000 | -12,94 | |
| 5,2900 | -14,26 | |
| 4,4500 | -17,13 | |
| 13,590 | -22,56 |
Beitrag zu dieser Diskussion schreiben
Feedback
Wie wirkt sich denn das €/$ Verhältnis auf die Gewinne von AIX aus? Wir haben ja gesehen, wie das bei SAP eingeschlagen ist. Immerhin hängt AIX massgeblich vom Export nach Asien und Usa ab.
Damit es nicht vergessen wird:
12.01.2007 - 13:48 Uhr
AIXTRON kaufen
Rating-Update:
Frankfurt (aktiencheck.de AG) -
Die Analysten der DZ BANK empfehlen die Aktie von AIXTRON (ISIN DE0005066203/ WKN 506620) zu kaufen. (12.01.2007/ac/a/u) Offenlegungstatbestand nach WpHG §34b:
Das Wertpapierdienstleistungsunternehmen oder ein mit ihm verbundenes Unternehmen handeln regelmäßig in Aktien des analysierten Unternehmens.
Analyse-Datum: 12.01.2007
Quelle: Finanzen.net
Ist ja schon fast so was wie Kult.
12.01.2007 - 13:48 Uhr
AIXTRON kaufen
Rating-Update:
Frankfurt (aktiencheck.de AG) -
Die Analysten der DZ BANK empfehlen die Aktie von AIXTRON (ISIN DE0005066203/ WKN 506620) zu kaufen. (12.01.2007/ac/a/u) Offenlegungstatbestand nach WpHG §34b:
Das Wertpapierdienstleistungsunternehmen oder ein mit ihm verbundenes Unternehmen handeln regelmäßig in Aktien des analysierten Unternehmens.
Analyse-Datum: 12.01.2007
Quelle: Finanzen.net
Ist ja schon fast so was wie Kult.
Antwort auf Beitrag Nr.: 26.829.207 von guenni3456 am 11.01.07 12:45:11Hallo,
danke auch für den informativen Bericht. In Sachen Markteinführung werden wir wohl noch einige Überraschungen erleben. Die LED Frontbeleuchtung kommt ein Jahr früher als erwartet. Nun noch die Hintergrundbeleuchtung bei den Monitoren - sehe ich das richtig dass das vorerst "nur" High End Geräte sind ? Bin dann neugierig wanns bei den Ottonormalverbrauchermonitoren losgeht. Ich bin da nicht so ganz am Laufenden da ich mal gelesen habe dass Samsung ab 2008 alle Displays mit LED Hintergrundbeleuchtung herstellen will...
Ein wichtiger Punkt wird dann auch die Entsorgung alter Monitore sein.
Sollte doch mit der LED Beleuchtung billiger und einfacher sein, oder...
lg
danke auch für den informativen Bericht. In Sachen Markteinführung werden wir wohl noch einige Überraschungen erleben. Die LED Frontbeleuchtung kommt ein Jahr früher als erwartet. Nun noch die Hintergrundbeleuchtung bei den Monitoren - sehe ich das richtig dass das vorerst "nur" High End Geräte sind ? Bin dann neugierig wanns bei den Ottonormalverbrauchermonitoren losgeht. Ich bin da nicht so ganz am Laufenden da ich mal gelesen habe dass Samsung ab 2008 alle Displays mit LED Hintergrundbeleuchtung herstellen will...
Ein wichtiger Punkt wird dann auch die Entsorgung alter Monitore sein.
Sollte doch mit der LED Beleuchtung billiger und einfacher sein, oder...
lg
Antwort auf Beitrag Nr.: 26.829.207 von guenni3456 am 11.01.07 12:45:11Ja, ein sehr interessanter Artikel. Danke.
Es sieht demnach ausgezeichnet aus für die nahe Zukunft.
Es sieht demnach ausgezeichnet aus für die nahe Zukunft.
Trading Spotlight
Antwort auf Beitrag Nr.: 26.829.207 von guenni3456 am 11.01.07 12:45:11super interessant guenni. danke! den inhalt muss ich jetzt erst einmal in zahlen umsetzen. 
es grüsst ricki
es grüsst ricki
Antwort auf Beitrag Nr.: 26.829.207 von guenni3456 am 11.01.07 12:45:11Danke für den interessanten Artikel! Der CEO von Veeco spricht mit seiner Umsatzprojektion für 2009 das aus, was die meisten LED-Überzeugten hier denken: Dass über die nächsten Jahre eine kontinuierliche Umsatzsteigerung möglich sein wird dank neuer Applikationen - zunächst einmal vor allem dank LCD-Hintergrundsbeleuchtung.
Wenn man annimmt, dass Veeco ca. 40% MOCVD-Marktanteil hat, dann kommt man unter Verwendung der Veeco-MOCVD-Umsatzprojektion 2009 ($ 175 Mio) für Aixtron (mit über 60% Marktanteil) auf einen MOCVD-Umsatz von ca. 260 Mio $. Jetzt müsste man nur noch eine Vorstellung haben bez. Umsatzerlöse aus den 2 anderen Bereichen (silicon und organic)...
Bitte korrigieren, wenn ich falsch rechne! Ich war und bin eine Null in Mathematik.
Wenn man annimmt, dass Veeco ca. 40% MOCVD-Marktanteil hat, dann kommt man unter Verwendung der Veeco-MOCVD-Umsatzprojektion 2009 ($ 175 Mio) für Aixtron (mit über 60% Marktanteil) auf einen MOCVD-Umsatz von ca. 260 Mio $. Jetzt müsste man nur noch eine Vorstellung haben bez. Umsatzerlöse aus den 2 anderen Bereichen (silicon und organic)...
Bitte korrigieren, wenn ich falsch rechne! Ich war und bin eine Null in Mathematik.
Dramatic increase in MOCVD orders
A widespread move among manufacturers of LEDs to prepare for the next big wave of applications means that the order books of Veeco Instruments and Aixtron are bulging, and prospects look set to improve.
Over the past few years, suppliers of epitaxy equipment have had it tough. Now, it seems, the worm has turned. LED manufacturers are tooling up with new reactors to make improved LEDs that will meet the requirements of the next big application wave – display backlights for televisions and PC desktop monitors.
In good order
In good order
Veeco Instruments and Aixtron are the two leading vendors of MOCVD equipment for LED production, and although the drawn-out sales process means that revenues are yet to really kick in, the order books at those two firms are suddenly looking very healthy. Given Aixtron's caution when booking orders for MOCVD equipment – it has a strict internal policy and only records an order after a committed delivery date from a customer is received – the German company's backlog is a good measure of demand within the industry.
By early November, Aixtron already had enough MOCVD equipment orders to prompt a €10 million upgrade of its full-year revenue expectations for 2006 and it will take a very healthy backlog into the start of 2007. All €98.3 million ($127 million) in equipment orders on the books in early November were scheduled for delivery by the end of 2007.
Veeco is seeing a similar picture. It is forecasting 2006 revenue from its epitaxy division (which includes sales of both MBE and MOCVD equipment) to reach $85 million, up strongly on the 2005 figure of $63 million.
Like Aixtron, Veeco's order book is also brimming, again thanks to major orders from LED makers. In the firm's late-October earnings call, Veeco CEO Ed Braun said that orders for MOCVD equipment alone had surpassed $20 million in recent quarters. And although the hard-disk data storage sector remains the number-one market for Veeco's overall business, an analysis of its latest orders shows that the break-out of 2007 sales will be much more influenced by III-V device makers.
Of the 15 leading customers who placed orders with Veeco in the third quarter of 2006, seven were III-V companies. The top four customers were all major hard-disk firms like Seagate and Hitachi, but in fifth place was the epiwafer foundry Bandwidth Semiconductor, followed by the Chinese firm Nanjing Guosheng Electronics, Osram Opto Semiconductors and Taiwan-based Arima Opto.
With three other Korean and Chinese chip makers ranking in the top 15, it is already clear where Veeco's revenue is coming from next year. Once they have received their new MOCVD reactors, those LED chip vendors will set to work refining new processes, some using larger-diameter substrates, and begin attacking the new market for large-scale display backlighting.
DisplaySearch predicts that some 308 million backlighting units for flat-panel displays will ship in 2007. Of those, just 3.5%, or 10.8 million units, are expected to be illuminated by high-quality LEDs, but this will still represent a huge increase on the forecast 2006 market penetration of only 2.6 million units.
As a result, Veeco is reckoning on a 30% rise in epitaxy equipment sales to compound semiconductor firms next year, to about $115 million. And it won't stop there – the US firm says that in 2009 it expects to generate sales of $175 million as LED-based backlights become firmly established, with in excess of 50 million unit shipments, and applications in more general illumination begin to drive demand for next-generation equipment.
Predictions aside, there are some signs that this is starting to happen. Samsung recently began selling an LED-based monitor for high-specification applications like desktop publishing and ultimately the Korean firm plans to use LED backlights in all of its LCD displays.
For LED manufacturers, the performance requirements demanded for flat-panel TVs and monitors are extremely high. This means that the central wavelength or specific color emitted by each LED made must conform to strict guidelines. Veeco says that its customers have found that this color distribution is much tighter for chips made with its latest GaNzilla II equipment, with more good die produced per wafer and better yields.
The focus on higher-quality die production means that Veeco and Aixtron are selling more of their newest reactors. This has an added benefit for their finances, since the latest equipment is the most profitable to sell. This much was clear from Aixtron's latest financial results, which indicated a rapid improvement in profit margins. The trend is set to continue, since more than 20% of Aixtron's third-quarter orders were for these latest systems. Aixtron says that 2006 will now deliver a €3 million profit, rather than merely breaking even.
Aixtron CEO Paul Hyland is certainly in a more confident mood than he was at the start of 2006, when he described the market for MOCVD equipment as "cautious". In the firm's latest conference call for investors, Hyland was even bullish about the longer-term prospects for solid-state lighting applications, saying that they will likely begin to emerge sooner than had been expected.
"2007 and 2008 will be a very interesting couple of years for LEDs," Hyland said, although there is likely to be a leveling-off in orders for MOCVD reactors as LED makers concentrate more on reducing the costs of their new equipment and honing their new processes.
http://compoundsemiconductor.net/articles/magazine/12/12/1/1
A widespread move among manufacturers of LEDs to prepare for the next big wave of applications means that the order books of Veeco Instruments and Aixtron are bulging, and prospects look set to improve.
Over the past few years, suppliers of epitaxy equipment have had it tough. Now, it seems, the worm has turned. LED manufacturers are tooling up with new reactors to make improved LEDs that will meet the requirements of the next big application wave – display backlights for televisions and PC desktop monitors.
In good order
In good order
Veeco Instruments and Aixtron are the two leading vendors of MOCVD equipment for LED production, and although the drawn-out sales process means that revenues are yet to really kick in, the order books at those two firms are suddenly looking very healthy. Given Aixtron's caution when booking orders for MOCVD equipment – it has a strict internal policy and only records an order after a committed delivery date from a customer is received – the German company's backlog is a good measure of demand within the industry.
By early November, Aixtron already had enough MOCVD equipment orders to prompt a €10 million upgrade of its full-year revenue expectations for 2006 and it will take a very healthy backlog into the start of 2007. All €98.3 million ($127 million) in equipment orders on the books in early November were scheduled for delivery by the end of 2007.
Veeco is seeing a similar picture. It is forecasting 2006 revenue from its epitaxy division (which includes sales of both MBE and MOCVD equipment) to reach $85 million, up strongly on the 2005 figure of $63 million.
Like Aixtron, Veeco's order book is also brimming, again thanks to major orders from LED makers. In the firm's late-October earnings call, Veeco CEO Ed Braun said that orders for MOCVD equipment alone had surpassed $20 million in recent quarters. And although the hard-disk data storage sector remains the number-one market for Veeco's overall business, an analysis of its latest orders shows that the break-out of 2007 sales will be much more influenced by III-V device makers.
Of the 15 leading customers who placed orders with Veeco in the third quarter of 2006, seven were III-V companies. The top four customers were all major hard-disk firms like Seagate and Hitachi, but in fifth place was the epiwafer foundry Bandwidth Semiconductor, followed by the Chinese firm Nanjing Guosheng Electronics, Osram Opto Semiconductors and Taiwan-based Arima Opto.
With three other Korean and Chinese chip makers ranking in the top 15, it is already clear where Veeco's revenue is coming from next year. Once they have received their new MOCVD reactors, those LED chip vendors will set to work refining new processes, some using larger-diameter substrates, and begin attacking the new market for large-scale display backlighting.
DisplaySearch predicts that some 308 million backlighting units for flat-panel displays will ship in 2007. Of those, just 3.5%, or 10.8 million units, are expected to be illuminated by high-quality LEDs, but this will still represent a huge increase on the forecast 2006 market penetration of only 2.6 million units.
As a result, Veeco is reckoning on a 30% rise in epitaxy equipment sales to compound semiconductor firms next year, to about $115 million. And it won't stop there – the US firm says that in 2009 it expects to generate sales of $175 million as LED-based backlights become firmly established, with in excess of 50 million unit shipments, and applications in more general illumination begin to drive demand for next-generation equipment.
Predictions aside, there are some signs that this is starting to happen. Samsung recently began selling an LED-based monitor for high-specification applications like desktop publishing and ultimately the Korean firm plans to use LED backlights in all of its LCD displays.
For LED manufacturers, the performance requirements demanded for flat-panel TVs and monitors are extremely high. This means that the central wavelength or specific color emitted by each LED made must conform to strict guidelines. Veeco says that its customers have found that this color distribution is much tighter for chips made with its latest GaNzilla II equipment, with more good die produced per wafer and better yields.
The focus on higher-quality die production means that Veeco and Aixtron are selling more of their newest reactors. This has an added benefit for their finances, since the latest equipment is the most profitable to sell. This much was clear from Aixtron's latest financial results, which indicated a rapid improvement in profit margins. The trend is set to continue, since more than 20% of Aixtron's third-quarter orders were for these latest systems. Aixtron says that 2006 will now deliver a €3 million profit, rather than merely breaking even.
Aixtron CEO Paul Hyland is certainly in a more confident mood than he was at the start of 2006, when he described the market for MOCVD equipment as "cautious". In the firm's latest conference call for investors, Hyland was even bullish about the longer-term prospects for solid-state lighting applications, saying that they will likely begin to emerge sooner than had been expected.
"2007 and 2008 will be a very interesting couple of years for LEDs," Hyland said, although there is likely to be a leveling-off in orders for MOCVD reactors as LED makers concentrate more on reducing the costs of their new equipment and honing their new processes.
http://compoundsemiconductor.net/articles/magazine/12/12/1/1
dann bleibt ja nichts mehr für euch
Durchsuchen
26.04.24 · wO Newsflash · American Express |
25.04.24 · wO Newsflash · ATOSS Software |
25.04.24 · EQS Group AG · AIXTRON |
25.04.24 · dpa-AFX · MDAX |
25.04.24 · dpa-AFX · MDAX |
25.04.24 · dpa-AFX · MDAX |
25.04.24 · dpa-AFX · MDAX |
25.04.24 · wallstreetONLINE Redaktion · AIXTRON |
25.04.24 · AlsterResearch AG · AIXTRON |
25.04.24 · Sharedeals · AIXTRON |