VEECO, Aixtron struggled force in Asia

Let's look at the two MOCVD equipment giant's third quarter report just released: VEECO Instruments 2010 the first three quarters of the revenue to $ 633 million, compared with 2009 growth of 270%, of which 87% of revenues MOCVD ; Aixtron 2010 the first three quarters of the revenues of 559 million euros, up 202% over last year. It is the beginning of the second quarter of last year, the global LED epitaxial area "arms race" so that the two are located in the United States and Germany in 2010, earned a business pours.
■ 2009-2011 annual production capacity of the two companies MOCVD
MOCVD capacity
2009
2010 E
2011 E
VEECO
120
346
450
Aixtron
280
400
500
Source: GLII market research data collection
New generation of devices compete for market share
VEECO 2008 global market share of only 20%, but in 2009 than originally anticipated making some adaptable equipment needs, one-third of an acre of land jealously guarding their own VEECO aware of the huge demand for MOCVD market size, so a single grab imminent war.
Speaking of the struggle is nothing less than the market share price, volume and new products. Obviously the price and volume on the two companies reached a consensus, then staged the first contest of product technology, the two companies earlier this year launched their latest spontaneously flagship product.
VEECO introduced TurboDisc ® K465i ™, will soon be recognized by the industry and mass production. VEECO manager of Greater China, said Wang Keyang proud to GLII, K465i does have a good expression to K family platform, using the new material heater to extend the service life, and gas control system to simplify and enhance machine stability , after routine maintenance in a very short period of time to continue to produce movement, increase production efficiency. This model is perhaps a superior performance than in the past, so VEECO stand fast in the Chinese market.
Shilan Ming, General Manager Jiang Zhongyong core identity VEECO the K465i: "the industry of this machine has a good evaluation, good system design and excellent performance and we believe VEECO the MOCVD mass production of LED's and a wise choice with VEECO Together, we expect steady improvement in production. "
■ VEECO HB-LED production for the new TurboDisc K465i GaN MOCVD equipment
Neo-Neon Holdings Ltd., said KK Ip, director of production, selection VEECO the K465i, because the eyes of its actual operation of the high productivity, while VEECO recently improved its uniformity and repeatability.
Wangke Yang also said, K465i operating process is simple, and Aixtron equipment is necessary to run a furnace cleaning, we only need is to run five furnaces boil, the same piece on the machine's capacity vary greatly, K465i running 3.2 - 3.5 oven, then, Aixtron machine probably only ran two furnace, so more than a lot of capacity.
The other hand, Aixtron, its next-generation G5 MOCVD equipment market in the second quarter of this year, but also slowly being recognized by the market. This is consistent with the expected Aixtron, research vice president, admits Professor Heuken Aixtron very confident that most of the customer orders and sales planning objectives in the third quarter of 2010 and the beginning of the fourth quarter to complete.
Heuken Professor GLII that a new generation of equipment will make the customer's production capacity more than doubled. Compared with the previous equipment, Aixtron automatic / cluster MOCVD machine can help customers further reduce operating costs. Since after the acquisition of Thomas Swan, Aixtron epitaxy equipment has been maintained in material cost advantage, but on the operation process is relatively VEECO machine is more complex.
■ AIixtron Heuken vice president of global R & D
Currently some companies are using both devices, but in the future there will be a winner, we believe that operation is simple, does not require three or four engineers turn around a stove, a few engineers can control the stove is an ideal extension of plants were operating mode. Which equipment vendors to truly future fully automated production operations, to a certain extent, ease the domestic process? The plight of the shortage of operating engineers, who will be able to achieve competitive advantage of some.
■ VEECO and Aixtron MOCVD equipment, the latest generation of contrast
MOCVD more
Single production
Price
Core competitive advantage
VEECO K465i
45x2 / 12 x4 / 6x6 / 8 英寸 capacity unpublished
$ 2,550,000
Ensure that the chamber clean and free of particulate generation, abnormal and efficient operation and production capacity, excellent uniformity and repeatability, fully automated platform enables high-volume and low cost as possible.
Aixtron G5
56x2 / 14x4 / 8x6 / 5x8
$ 2.7 million
G5 with a high growth rate, high growth. Does not produce particles. Minimal maintenance. Can more than double production capacity. They can operate continuously, ie without having to replace parts or do the calibration. They do not need internal baking. Compared to G4 HT production capacity to 33%.
Source: GLII public data processing according to market
VEECO struggling to catch up, Aixtron confidence
Just look at the following order of these two companies can be seen VEECO 2010 LED market in China has been recognized: It is three optical June 18 this year, announced that its wholly-owned subsidiary of Anhui An Optical Co., Ltd. to purchase the VEECO 50 MOCVD. Previously, Anhui An MOCVD equipment has been ordered VEECO 40, a total of 90 units. According to BDO Runda July 17 this year, announced that its wholly owned subsidiary, Wuhu BDO Runda Optoelectronics Technology Co., Ltd., Yangzhou BDO Runda Optoelectronics Co., Ltd. were signed with the United States VEECO 70 sets, 30 sets of MOCVD equipment and accessories "procurement contract", a total of 100 units.
Wang Keyang In exclusive interview, said that since won three optical orders after, VEECO irresistible force in the Chinese market, strong market share improved. One hand, customers VEECO recognition, the other is a new product TurboDisc ® K465i ™ good performance in the industry quickly recognized.
Wang Keyang introduction, not only three optical, two companies BDO Runda generous orders, many manufacturers have to VEECO wafer MOCVD equipment purchase, such as Epistar, Genesis photoelectric, Neon Holdings, Shilan Ming core, Tongfang, wave Huaguang, Xiang Hua Lei, and so on can.
2010 VEECO in order to get the Chinese market is already twice as Aixtron. But from the two companies' existing capacity point of view, VEECO also behind Aixtron. When a reporter interviewed Aixtron, Vice President Global R & D on the two companies Heuken professor can predict next year's production, he gives this answer: "No, VEECO next year will not exceed Aixtron. Aixtron very strict on the order and our production to Orders shall prevail. Therefore, the production plan step by step, orderly, very reliable, which is the so-called "German engineering", meaning it is very accurate and reliable well-known German car companies such as Porsche, Audi and Mercedes Benz is a typical representative of German engineering. "
R & D efforts focus on MOCVD equipment
For the firm decided to sell its global measuring instrument business, VEECO CEO John R. Peeler said: "Following the measuring instruments sold, VEECO expected from the LED, solar, and data storage equipment business to get more attention and harvest, we believe that the sale of measuring instruments business will enable us to accelerate the development of new products, capture the market's pace, and adjust the market with great development opportunities for key customer relationships. The sale will also give us more financial flexibility , so as to pursue acquisitions and expand our growing customer support in Asia. "
In the beginning of this year, VEECO got $ 4 million U.S. Department of Energy R & D funding. Learned from the official data is currently being developed by VEECO MOCVD machine, with better yields, production, production capacity is the product of four times, but in a few years after the launch.
Face halfway decent competitors, obviously Aixtron to be outdone, announced in February this year to spend 40 million euros to start construction of a new R & D center is expected to be completed the next 2 to 3 years. R & D center is expected to operate the first phase of hiring 350 researchers, representing a substantial increase in the current R & D capabilities. Aixtron 2011 estimated production to have the opportunity each quarter to 130 ~ 150 or more.
Turning to the future of MOCVD market, Aixtron that in addition to the LED market, the future manufacture of indium gallium nitride silicon substrates for solar cell technology being developed. Solar energy is a sunrise industry, prospects are promising, the future market demand for MOCVD will continue to rise.
"Innovative growth"?? This is Aixtron CEO Paul Hyland on the stage of the company's current positioning. Obviously Aixtron MOCVD for ambitious, but also optimistic about the market trend of late.
Asian markets, contested
VEECO CEO John R. Peeler at October 15, exclusive interview with the announcement: "the large-scale expansion of the Asian market, in order to better support the rapid development of LED industry and to meet customer needs. We see this as helping Asian customers faster and increase LED brightness and reduce the cost of LED's a great opportunity. "
■ VEECO CEO John R. Peeler
John R. Peeler also said it will invest $ 25 million to meet the increasing demand for LED in Asia. VEECO plans to provide metal-organic chemical vapor deposition system technology and training, customer service and support the development of the region. VEECO will be overweight in China, Taiwan, Korea and Singapore facilities. VEECO will plan the first quarter of 2011 in Shanghai, set up a special training center, the purpose is to get closer to customers, make every effort to provide good service for customers.
VEECO Wangke Yang, general manager of Greater China, said, VEECO very clear about China's "second five" plan, the localization of MOCVD equipment in 2015 is a general trend, in order to achieve better localization, VEECO not rule out cooperation with the local equipment vendors to discuss the possibility of , but the modules and spare parts for the first priority.
VEECO content expansion plans in Asia:
Shanghai ---- Shanghai Training Center (STC): Customer Support and training (degree programs start the first quarter of 2011)
Taiwan ---- Taiwan Technology Center (TTC): Application Center and high-end laboratory demonstration (the first quarter of 2011, degree program start)
Korea South Korea ---- Development Center (KDC): World-class engineering and technology development centers, including equipment demonstrations and customer training (program started in late 2011)
Singapore: expansion of production centers and supply chain centers
Japan: the transition to direct sales from agents and maintenance (plan effective January 2011)
According GLII to incomplete statistics, the domestic market holdings VEECO machine in around 100, Aixtron holdings in 90 units, compared to the global market, VEECO apparently slightly ahead of the competition in the Chinese market. At the same time orders in China in 2010-2011 (not including Taiwan-funded enterprises) data show that 57% of the share VEECO to lead.
Although the Chinese market Aixtron slightly behind VEECO, but in the global and Asian markets, market share ahead of VEECO. Aixtron recently released third quarter results of 2010, the Asian market income has accounted for Aixtron 93% of total global revenue, compared to the second quarter has improved by 13 percentage points; equipment gross margin is from the same period last year 43% to 53%. Aixtron has always been high on many occasions expressed Asia, especially China's concern, obviously the rapid rise of the Chinese market will be the next few years, two equipment manufacturers and defend.
Bearish on the future potential competitors
For the recent market has been denied South Korea's Samsung Electronics and U.S. manufacturers (Applied Materials Inc.) May enter the field of MOCVD equipment, Aixtron, vice president of global R & D Heuken the correspondents said: "Asia MOCVD manufacturer need 7-9 years to become well-known international brands. They have profound knowledge of machine construction and materials, cutting-edge research needs to be done, but also need to have simulation tools for the production process have a better understanding, such as materials engineering, and how to use the equipment components, such as accessories, especially the professional needs knowledgeable, well-educated technical staff. top priority is to improve the business model, plus a high-risk investments, able to withstand the next round of crisis in order to ensure the cause and forge ahead, enduring. "
Regardless of whether the release Heuken smoke, Aixtron and VEECO infighting, international companies, including several Chinese companies continue to join the R & D MOCVD camp, the future world, especially the Asian market will be a MOCVD battles.

For more visit: www.bgocled.com

Ten thousand ten cities happy birthday

First, solemnly declare: I strongly support the semiconductor lighting Articles, Ten thousand ten cities, ten thousand miles and the future one hundred Town and lights.


    First said, "Ten thousand ten cities."


    A year ago, she was whining up and down quickly in the earnest expectation of the national LED and blessing to grow rapidly, less than one year old, you can almost ran, stumbled, although millions of LED lights to make the gluttonous feast many companies rush, and even engage in real estate, construction and even a green shoes related to high-tech semiconductor bosses put a hook. So, LED lights springing up on the business not contrary to the economic laws and the laws of nature.


    So we started to do research, starting from the door, door to door to understand the business of R & D, design, production, testing conditions, causes and consequences of the road until the lights. LED industry in Shenzhen city of China, where 44% of the country gathered packaging companies and 40% of the LED lamp business. Shenzhen and Street Lights Office organized a nationwide open model with a large influence on LED lamp test, 27 companies participated in the test lamp. Test results less than ideal, said a key indicator: 1200 hours, an average decline of 14% of light! Some of the results of bad business to me complaining (?), Not to say that the lack of preparation time constraints, that is, attacking the lack of testing standards, and even inspectors injustice. Zui Hou and Street Lights Office have to express: "The results are for reference only and can not get some of the data to rank.", Oh.


    The ancients said, and no rules no standards. Almost all know what things LED three letters represent the people, are crying out, LED is not a national standard, national crisis, not just "a serious impediment to the development of the industry." Ever since, all regions have launched a "self-help" activities, the development of local industry standards. However, this activity seems to be no self-help local businesses get the recognition. Dominated by the ground on photovoltaic development of the "Guangdong LED lights local standards" is considered to reflect only on the ground will, was a native of the cold ... the best logistics company Li Xuliang that should be enforced on. Ye Hao local standards, private standards, the one country has only a standard, national standard came out, other criteria will be wiped out. There are a layman said something to recruit people criticize celebrities, then there is no standard, the product can do better. But that itself is not worth pondering it? Chip light-emitting efficiency standards? If standard, CREE right away it? Old record release!


    Say something else ...


    "2009 China's domestic LED chip companies list," the release is to let more people understand the "China Chip", and will gradually introduce other LED field list. To promote business between defeating not to discredit the list to do. Favorite of many foreign chip companies in the middle and lower reaches, but also try to "China Chip", they may be the future of our nation LED industry. By the way, Mr. CREE CEO Chuck Swoboda also claimed, CREE is a China-based LED chip companies (wise!)


    Capital, profit-driven, LED short of money, "multi-channel financing power LED business development", hoping to give a number in a "vegetative" of China LED companies provide some solutions round after round of financing.


    Overseas markets are "Made in China" an important battlefield, leading lighting manufacturers bear the total optical Texstar tell you how to expand overseas markets (okay ah?) If anyone who attacked the North American market, I run errands for you, the way I went to the United States, provincial toll.


    In the Articles, whether it is questioned, FAQ's, shooting, shooting, and are concerned about the LED, the LED is to better illuminate our future. We should praise and support.


     In fact, I was many, many LED indomitable entrepreneurial spirit moved. Ah, the road is nothing more than twists and turns, and future career prospects are always bright. Winter to spring far. LED, Happy New Year!
For more visit: www.bgocled.com

Crazy LED

In the "LED Industry Topic Forum", said Chen Yingchun, Vice Mayor, I heard Engineering LED within this forum to do a fourth year, I'd like to come see how this is a kind of forum .... Interestingly, some people have to discuss in front of me, that Xiaofei crazy, LED Forum, LED training, LED magazine, one by one.
Investors are crazy, though not a few light bulbs or LED lights seen long-sawed. Ann shares with the market the last three against, just 13 trading days up to 65%. Three security decision-making crazy excited, in Wuhu 12 billion investment to build LED base (do not alas a). The first three quarters of the company's profit of less than 150 million yuan, total assets of less than 20 billion. Who should pay the costs of crazy, investors or local government?
Local governments are also crazy. Taiwan and China on the photoelectric eyes Changzhi City in Shanxi coal bosses too poor to only money, some "production technology and the patent" can be two years for the right to gold and 1.5 million new shares of 40% (see technical people that content), but the lives of coal miners but to make sense of it. Taiwan Formosa Epitaxy snow winter in Yangzhou, Yangzhou government subsidies to 500 million yuan warm. Such investment, the Taiwan compatriots happy too crazy? Strange. Quickly layout ah, Taiwan's second-hand MOCVD some.
Venture crazy cast, naturally. US-Japan Germany Korea, pretending to be crazy, heart delighted. Media with the crazy, forced to survive.
Unfortunately, not all crazy. Development and Reform Commission and other ministries issued a "semiconductor lighting energy industry views" pointed out, there is now serious blind investment and low-level, standards and testing system has not been established, the lower the overall level of industry, lack of patents and core technology and other issues. He Kaijun respect, the local government to energy saving LED lights on the name of a large, enterprise flicker government, and flicker companies that do a few LED street lamp demonstration from the road will be able to support an industry.
Heat bad for the brain, can do is Doutou a cold. Liu Zhen quantum optical drop in the bucket, alarmist: quick success of local government, installed around the issue of quality LED products, bad money drives out good, 2010 could reproduce the excess production capacity of 08 depressed situation.
Looking forward to 2010, no one could stop LED continues to go crazy.
Magazine on the city 000 of the eleven survey, burst some negative things, lists a handful of insane and crazy language, only to actually get a good thing, it seems clear who is also a lot. Akinobu Xulian City wrote a letter to us, LED has been developed to not repeat the science education needs is the experience of successes and failures and lessons learned, "senior engineer LED" a boon to the industry (thanks exaggerated , not my gift).
Back to this period, first thank the experts. Xu Lian Bing Xin told the city a bad power supply is the culprit lights LED lights, be careful; Professor Fang teaches us what light and what is the future of light. All to do technology entrepreneurs, especially to do the LED industry, investors must keep in mind the bumps without breaking Mei Kin formula: the product patent ≠ ≠ ≠ technology market ≠ profit, or go bankrupt, exhausted on the bench no sympathy .
We set points over the past year, do not purport to be comprehensive, but to the objective; venture to do for the new year forecast, regardless of for fun. Engineering LED and China to jointly test test version CALiPER year project launched in China, hoping to do something to offend people. Translation of the ninth round of the U.S. CALiPER summary report is to one day catch up with U.S. and Japanese empire.
Thanks again for all the praise I called my friends to read, Happy New Year! More visit: www.bgocled.com

light

China has become a lighting product manufacturing country, nearly 70% of lighting products are produced by the China region, is especially true with incandescent lamps. led inside the investigation noted that the 2010 incandescent, halogen, (hot cathode compact) fluorescent lamps and other average monthly export volume reached 667 million, amounting to 1

China has become a lighting product manufacturing country, nearly 70% of lighting products are produced by the China region, is especially true with incandescent lamps. ledinside survey found that in 2010, incandescent, halogen, (hot cathode compact) fluorescent lamps and other average monthly export volume reached 667 million, amounting to $ 1.14 billion; total export volume in 2010 reached 7.99 billion and amounting to $ 13.677 billion, compared to 2009, the number grew 24.2%, 34.7% and the amount of growth.
Therefore, all competitors in the global LED eyes, to enter the Chinese market is inevitable, because China is not only the world's largest producer of LED lighting, LED lighting products also will be the largest market, taking the stability of the Chinese who The first step, who have the opportunity to gain market advantage. Therefore, all parties to actively share in China, is to become the world's LED centers in China before, to have a bright future in this first, to obtain the future leadership opportunities.

The Chinese lighting industry sustained rapid and stable growth momentum, mainly from the following two reasons; one low cost to attract a large number of OEM orders, since the traditional Chinese lighting industry in 1984, Zhejiang Sunshine Group successfully developed the first energy-saving after fluorescent tubes, and then mix the advantage of low Chinese labor costs, began to attract a large number of OEM orders for many international brands, has created many large-scale traditional Chinese lighting manufacturers. According to LEDinside statistics, size of more than $ 100 million the number of a few traditional lighting manufacturers.


  For more visit: www.bgocled.com

bgocled led

In the recently held "2011 China Low Carbon Economic Development Forum", led by Di lighting companies Levin Optoelectronics Technology (Shenzhen) Company Chairman Deng said Albert, now 90% of the LED business losses due to the lack of core technology of many domestic manufacturers , to invest in R & D is very small. Albert said Deng, LED companies with the focus on market development

In the recently held "2011 China Low Carbon Economic Development Forum", led by Di lighting companies Levin Optoelectronics Technology (Shenzhen) Company Chairman Deng said Albert, now 90% of the LED business losses due to the lack of core technology of many domestic manufacturers , to invest in R & D is very small. Albert said Deng, LED companies in the focus on market development, we must also do their homework in the product technology. And industry experts is that exposure to the industrial development frenzy defects, LED industry is facing a core technology constraints, lack of standards and financial stagnation pressure and other bottlenecks, relying on a simple idea of ​​replacing incandescent light should change.

At the national advocate energy saving and low-carbon economy context, LED lighting industry developed rapidly. Ministry of Industry data show that until April 2011, LED industry investment to maintain high growth, investment of more than 300 billion yuan, more than 90% growth rate, become a veritable hot spot for investment. At present, China has initially formed the Pearl River Delta, Yangtze River Delta, north, Jiangxi and Fujian four semiconductor lighting industry gathering area, epitaxial wafers, chip preparation, package integration, LED applications, the initial composition of the industrial chain.

Policy support, the "Long-term Science and Technology Development Plan" will be energy efficient, long-life semiconductor lighting products included in the "key areas of priority theme" The first priority themes. Local governments also stepped up efforts to support the industry, released this month, the Guangdong Provincial Science and Technology Department, "the organization declared on the second batch of provincial special fund for emerging industries of strategic projects to inform the LED industry," said arranged 450 million yuan in 2011 will focus support the LED industry.

  For more visit: www.bgocled.com