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war heute im call.
Management ist nach wie vor sehr optimistisch dass SIC und GaN multi year growth trajectory haben werden.
ich zitiere Yok weil ich heute bisschen angeschlagen bin: "Ga-Export a non-issue... erstens denken sie nicht, dass China das durchzieht (also Eportlizenzen werden erteilt), zweitens paniken ihre Kunden nicht und drittens, wie bereits vermutet, wäre der Kosteneinfluss maximal low single digit percent auf den Gesamtpreis."
SiC
global trend. Korea, Taiwan, Japan and China are building capacity.
Anwendung: electric drive train by 2030 50% of all EV will be on SiC
large wind and large solar power plants
GaN
roll-ou in 3 phases.
Phase 1: 19/20: fast charger electronice
Phase 2: 21/22: High power telecom & server farms
Phase 3: 2023: GaN will be displacing Si MOSFET at volume!! Notebook, E-Bike, Power drill und air conditioner
Phase build up to last at least until 2026
One other aspect that was very interesing. 30-40 Millionen of the order intake where it could come to dealys was not recorded in the order intake in Q1 yet. Felix said the same "in Balance" was the case in Q2. Danninger mentioned at another question that Aixtron is not sandbagging orders.
Citti asked about significant wins in the quarter. That was not answered other than that Aixtron is talking to all of them and has 40-45 customers for SiC. However Felix mentioned too that a FAB with a budget fo 1 Billion - 1/3 will be for epitaxie tools.
MicroLED
Wagner asking for Stiffel. 10% of sales in 2023 will be for MicroLED 50-60 Millionen.
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