Aixtron purpose of this thread

Zudem habe die Unternehmensführung von einer weiter guten Geschäftsdynamik gesprochen, vor allem bei Anlagen für Siliziumkarbid-Chips. In dem Bereich soll der Marktanteil weiter wachsen. Und auch die Nachfrage nach Galliumnitrid-Anlagen sei stark wegen der für IT-Infrastruktur benötigten Energieeffizienz.

So werden mit den Aixtron-Maschinen Verbindungshalbleiter produziert, die zu Elektronikchips weiterverarbeitet werden. Diese Siliziumkarbid- und Galliumnitrid-Chips sind kleiner, energieeffizienter und temperaturbeständiger als klassische Siliziumchips. Große Chipkonzerne stecken aktuell viel Geld in den Bau neuer Werke, da die Nachfrage für viele Jahre hoch sein dürfte. Zudem fördern die USA und Europa den Bau von Chipfabriken, um die Abhängigkeit von China und Taiwan zu verringern./mis/ngu/jha/

Quelle: dpa-AFX

Gruß
baggo-mh

Zudem habe die Unternehmensführung von einer weiter guten Geschäftsdynamik gesprochen, vor allem bei Anlagen für Siliziumkarbid-Chips. In dem Bereich soll der Marktanteil weiter wachsen. Und auch die Nachfrage nach Galliumnitrid-Anlagen sei stark wegen der für IT-Infrastruktur benötigten Energieeffizienz.

So werden mit den Aixtron-Maschinen Verbindungshalbleiter produziert, die zu Elektronikchips weiterverarbeitet werden. Diese Siliziumkarbid- und Galliumnitrid-Chips sind kleiner, energieeffizienter und temperaturbeständiger als klassische Siliziumchips. Große Chipkonzerne stecken aktuell viel Geld in den Bau neuer Werke, da die Nachfrage für viele Jahre hoch sein dürfte. Zudem fördern die USA und Europa den Bau von Chipfabriken, um die Abhängigkeit von China und Taiwan zu verringern./mis/ngu/jha/

WOOOOOOOOW!!! Thanks again for the excellent research.
We are very much akin.

I read in the first link Osram:
Quote
He singled out micro LEDs along with horticulture, UV-C, and pixelated automotive headlights."
Everke also expressed trust in customer loyalty in the micro LED segment, compared to the more fickle situation in sensors. Ams Osram’s product stable includes sensors as well as laser chips and LEDs. The company in the recent past suffered from the loss of a major customer, believed to be Apple, which had been purchasing facial recognition sensors for smartphones.

“In micro LED, you can expect more longer term and more sticky business over the years,” he said.

In announcing third-quarter results, Everke said that one customer had agreed to make a “substantial pre-payment” for future deliveries of an “innovative technology.” The payment is believed to be for micro LEDs, although neither Everke nor outgoing chief financial officer Ingo Bank confirmed that on the call.
Unquote

microLED
Horticulture
UV-C

Sounds like Felix is talking.
I will add Osram to the customer list concerning Micro LED.
......and I remember that on one of the recent CC calls Felix made a mistake by stating:......
"depends on when we will record the order" in relation to MicroLED. Now I have an answer as to what he meant.

Kind regards
 baggo-mh

its own displays, starting with the Apple Watch. The move will
deal a blow to Samsung Display Co. and LG Display Co., the two
main suppliers of the watch’s screens.
LG Display shares fell as much as 4.1% on Wednesday after
Bloomberg reported the news. Shares of Samsung Electronics Co.,
meanwhile, pared most of its gains during morning trading in
Seoul.
Apple’s project is being led by Wei Chen, who runs Apple’s
display technology group within Johny Srouji’s Hardware
Technologies division. The company has begun testing the
microLED displays on an update to the Apple Watch Ultra, its new
high-end sports watch.
Compared with current Apple Watches, the next-generation
displays are designed to offer brighter, more vibrant colors and
the ability to be better seen at an angle. The displays make
content appear like it’s painted on top of the glass, according
to people who have seen them, who asked not to be identified
because the project is still under wraps.
The microLED displays will be Apple’s first screens
designed and developed entirely in-house. The company currently
sources screens from a range of manufacturers, including Japan
Display Inc., Sharp Corp. and BOE Technology Group Co., in
addition to Samsung and LG.
Samsung and LG declined to comment. Apple accounts for 36%
of LG Display’s revenue, according to data compiled by
Bloomberg. Samsung, which competes with Apple in the smartphone
market in addition to serving as a supplier, gets about 6.6% of
its sales from the iPhone maker.
The work, codenamed T159, ramped up around 2018 and Apple
had set a goal to begin switching to microLED screens as early
as 2020. But the project languished due to high costs and
technical challenges, people involved in the work said. Apple
initially aimed to include the technology in large displays, but
those concerns led it to focus instead on its watch — whose
screens measure about 2 inches — as its first mobile device with
the capabilities.
Read more: Apple Is Said to Develop Gadget Displays in
Secret Facility
Apple’s 2024 target could potentially slip until 2025, some
people involved in the project said. The company also could just
offer a limited supply of the new devices to get the transition
started.
Though Apple has designed the new displays and devised
their manufacturing process, it will likely rely on an outside
supplier to handle mass production. The company operates a
62,000-square-foot facility in Santa Clara, California — about
15 minutes away from its Apple Park headquarters — where it
conducts test manufacturing of the screens. It has a similar
research and development campus in Taiwan.
Apple has devoted several billion dollars so far to the
effort, which is considered internally to be one of the
company’s most critical projects — alongside its attempts to
develop an electric car, a mixed-reality headset and key health
features for its watches. The company spent about $26 billion on
research and development in fiscal 2022.
In the near term, the new displays are the most significant
changes coming to the Apple Watch. The company plans to
introduce new models at the end of this year, but they will be
modest updates focused on faster chips and minor health sensor
upgrades. Apple hasn’t updated the main processor inside of its
watch for three years.
The company has also customized the displays for its
upcoming headset, which will use similar technology to the
microLED screens coming to the Apple Watch. While it will take
years before Apple moves the iPhone to microLED, it plans to
bring OLED technology to the iPad with the Pro model in 2024.
The shift to microLED has been a long time coming for
Apple. The effort began in 2014 when Apple bought startup
LuxVue, which pioneered microLED technology. The development of
Apple’s own screens had been led by veteran executive Lynn
Youngs within Apple’s hardware engineering division, but the
work was shifted two years ago to the purview of Srouji, who
oversees the company’s custom chip group.