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Lassen Sie mich zunächst auf die Anzahl der Kunden eingehen. Sie haben gerade die Nummer 5 genannt. Es sind tatsächlich ziemlich viel mehr als 5 Kunden, die wir inzwischen für unser neues Tool an Bord haben. Ich spreche nicht für alle alten Kunden, die es in den letzten zehn Jahren gegeben hat - wir hätten es für Siliziumkarbid getan. Mit unseren neuen Werkzeugen haben wir deutlich mehr als 5 Kunden an Bord, was zeigt, dass wir wirklich eine schöne und gesunde Traktion bekommen. In Bezug auf die Größe des Marktes oder das Potenzial, denke ich, kann es in naher Zukunft in der Größenordnung von 40, 50, 60 Werkzeugen pro Jahr liegen. Aber auch dies hängt stark vom genauen Zeitplan unserer Kunden für den Aufbau dieser Fabrik ab. In der Leistungselektronikbranche geschieht dies in der Regel schrittweise, anstatt beispielsweise eine große Fabrik mit 100 oder 200 Werkzeugen einzurichten und dann die Leerlaufkapazität für ein paar Jahre zu binden oder auszugraben. Aber das gibt Ihnen eine Vorstellung über das Potenzial. Es kann also ein sehr gesunder und sehr wesentlicher Teil unseres zukünftigen Umsatzes sein, und das ist, was wir erwarten.
So let me first comment on the number of customers. You just mentioned the number of 5. It's actually quite a bit more than 5 customers that we have on-boarded by now for our new tool. I don't speak for all the legacy customers that have -- over the last decade, we would have for silicon carbide. For our new tools, it's clearly more than 5 customers that we have on board, which shows we are really getting nice and healthy traction. With respect to the size of the market or the potential, I think in the near term, it can be on the order of market size, speaking, 40, 50, 60 tools per year. But once again, this will heavily depend on the exact schedule of our customers to build up that factory. In the power electronics industry, that's typically done step-by-step rather than setting up, let's say, one big factory with 100 or 200 tools and then tying up or digging up the idle capacity for a couple of years. But that gives you an idea about the potential. So it can be a very healthy and very substantial fraction of our revenue going forward, and that's what we expect.
finance.yahoo.com/news/...-earnings-conference-211810015.html
So let me first comment on the number of customers. You just mentioned the number of 5. It's actually quite a bit more than 5 customers that we have on-boarded by now for our new tool. I don't speak for all the legacy customers that have -- over the last decade, we would have for silicon carbide. For our new tools, it's clearly more than 5 customers that we have on board, which shows we are really getting nice and healthy traction. With respect to the size of the market or the potential, I think in the near term, it can be on the order of market size, speaking, 40, 50, 60 tools per year. But once again, this will heavily depend on the exact schedule of our customers to build up that factory. In the power electronics industry, that's typically done step-by-step rather than setting up, let's say, one big factory with 100 or 200 tools and then tying up or digging up the idle capacity for a couple of years. But that gives you an idea about the potential. So it can be a very healthy and very substantial fraction of our revenue going forward, and that's what we expect.
finance.yahoo.com/news/...-earnings-conference-211810015.html
