newratings.com  Jul 1  Comment 
AIXTRON SE: Rescheduling of Q2/Q3 2016 Earnings Releases DGAP-News: AIXTRON SE / Key word(s): Offer/Quarter Results AIXTRON SE: Rescheduling of Q2/Q3 2016 Earnings Releases 19.07.2016 / 09:51 The issuer is solely responsible for the content of...
newratings.com  Jun 30  Comment 
AIXTRON SE: Release according to Article 26a of the WpHG [the German Securities Trading Act] with the objective of Europe-wide distribution AIXTRON SE / Total Voting Rights Announcement 30.06.2016 17:10 Total Voting Rights Announcement...
newratings.com  May 31  Comment 
AIXTRON SE: Release according to Article 26, Section 1 of the WpHG [the German Securities Trading Act] with the objective of Europe-wide distribution ^ AIXTRON SE 31.05.2016 08:05 Dissemination of a Voting Rights Announcement, transmitted...
newratings.com  May 25  Comment 
AIXTRON SE Annual General Meeting / All Resolutions Approved / Supervisory Board Re-Elected DGAP-News: AIXTRON SE / Key word(s): AGM/EGM/Miscellaneous AIXTRON SE Annual General Meeting / All Resolutions Approved / Supervisory Board...
Motley Fool  May 23  Comment 
The German chipmaker is being acquired by a Chinese investment fund at a hefty premium.
Benzinga  May 23  Comment 
XenoPort, Inc. (NASDAQ: XNPT) is up 57.73 percent after material agreement to be acquired by Arbor Pharma was filed for $7.03 per share. Resource America Inc (NASDAQ: REXI) is up 47.99 percent on the company's announcement to be acquired by C-III...
newratings.com  May 23  Comment 
HERZOGENRATH (dpa-AFX) - Grand Chip Investment GmbH, an indirect subsidiary of Fujian Grand Chip Investment Fund LP, announced its decision to make a voluntary public takeover offer to the shareholders of AIXTRON SE for the acquisition of their...
newratings.com  May 23  Comment 
GCI to launch offer for AIXTRON SE DGAP-News: AIXTRON SE / Key word(s): Takeover GCI to launch offer for AIXTRON SE 23.05.2016 / 07:52 The issuer is solely responsible for the content of this...


Aixtron Aktiengesellschaft (AIXG) is a provider of deposition equipment equipment to the semiconductor and compound-semiconductor industry. The company's technology solutions are used by a diverse range of customers worldwide to build advanced components for electronic and opto-electronic applications based on compound, silicon, or organic semiconductor materials.[1]

Business Growth

Aixtron's revenue growth shows an incredible 150% increase since 2009. Net income also increased tenfold.[2] A combination of recessionary results in 2009, tailwinds in the foreign exchange market, and organic growth has pushed Aixtron from a 300 billion euro company in 2009 to nearly an 800 billion euro company in 2010.[2]

Key Trends and Forces

Significant growth opportunity in the high-end lighting and notebook markets

AIXG's technology is well suited for the lighting market with the trend in motion away from the incandescent lightbulb to the LED lightbulb. Another area of LED application is the TV, PC and notebook display market. Notebooks is the most important of the three, since the incremental cost of using LEDs in notebooks is substantially lower than in TVs and high-end monitors. Most of the top notebook makers in the U.S. are optimistic about using LEDs in notebooks. Both HP and Dell already have LED-based models, and Apple has followed suit with its LED Cinema Display.

The market is characterized by commoditization

The semiconductor equipment market is nearing a level of commoditization that mirrors the semiconductor manufacturing market. For example, while the demand for LEDs is likely to increase, prices for LEDs, its manufacturing components, and sapphire are likely to weaken. LED prices have fallen in seven of the last eight quarters. Analyst reports indicate that prices for LEDs may plunge up to 90% over the next three years as competition in the industry intensifies and commoditization of the goods result.[3] This will greatly reduce AIXG's high net margins in the future.


Aixtron's main competitors are:

Various private companies exist that also compete with Aixtron. The industry is intense with competition and companies try to improve their products and streamline their processes to cut costs and lower prices.


  1. Reuters: Company Profile - AIXG
  2. 2.0 2.1 Wikinvest SEC Files: AIXG 2010 20-F, Item 3: Selected Financial Data
  3. Yahoo! Finance: LED Lighting Prices May Drop 90% As Competition Grows to Meet Demand 6/16/2011
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