There is no space for Aixtron in the massive OLED equipment market. OVPD is just a niche but potentially significant technology. You need a company like AMAT that has the capital AND equipment technology knowhows to play in the intensive production space.
I believe Aixtron should sell APEVA and exit, and focus on its core MOCVD businesses. AMAT has floated the information that it would come out with a OLED emitter tool for at least two years, but nothing has come out. It shows the difficulty of entering this space. I believe Aixtron has what AMAT needs and wants. AMAT is a leader in CVD which basically what OVPD is. AMAT's dsplay manufacturering facility is in Germany. In the barron's article, just replace Kateeva with APEVA then you get the picture.
www.barrons.com/articles/...to-make-an-acquisition-1502908297
" With respect to OLED emitter deposition, we believe that Applied Materials may be developing a vacuum thermal solution to take share from Canon Tokki, whereas Kateeva is in the midst of building a proof of concept for Inkjet RGB deposition. Net/net, we think Kateeva could make the most sense on the display side, offering Applied Materials not only a new technology but also help develop a platform that can aid Applied Materials with significant exposure as OLED moves to TV application."