QUOTE AND NEWS
newratings.com  Apr 2  Comment 
AIXTRON SE: Publication according to § 26 paragraph. 1 WpHG with the objective of Europe-wide distribution AIXTRON SE 02.04.2014 09:54 Dissemination of a Voting Rights Announcement, transmitted by DGAP - a company of EQS Group AG. The issuer...
newratings.com  Mar 28  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 31.03.2014 08:28 Total Voting Rights Announcement...
SeekingAlpha  Feb 25  Comment 
Aixtron SE (AIXG) Q4 2013 Earnings Conference Call February 25, 2014 9:00 AM ET Executives Guido Pickert – Director, IR Martin Goetzeler – President and CEO Wolfgang Breme – CFO Analysts Adrian Pehl – Equinet...
StreetInsider.com  Feb 25  Comment 
Visit StreetInsider.com at http://www.streetinsider.com/Earnings/Aixtron+SE+%28AIXG%29+Posts+Q4+Loss+of+EUR0.13Share%3B+Won%27t+Issue+Precise+Outlook/9211750.html for the full story.
StreetInsider.com  Feb 18  Comment 
Visit StreetInsider.com at http://www.streetinsider.com/Upgrades/JPMorgan+Upgrades+Aixtron+%28AIXG%29+to+Overweight/9182505.html for the full story.
Benzinga  Oct 24  Comment 
McKesson (NYSE: MCK) surged 7.31% to $153.50 in the pre-market session after the company reported upbeat Q2 results. Aixtron SE (NASDAQ: AIXG) shares gained 6.22% to $14.35 in the pre-market session. Aixtron's trailing-twelve-month revenue is...
Benzinga  Oct 1  Comment 
In a report published Tuesday, Canaccord Genuity analyst Jonathan Dorsheimer downgraded the rating on AIXTRON SE (NASDAQ: AIXG) from Hold to Sell, and lowered the price target from $13.00 to $7.00. In the report, Canaccord Genuity noted, “We...
Benzinga  Oct 1  Comment 
Diamond Foods (NASDAQ: DMND) dipped 6.79% to $21.95 on Q4 results. Universal Display (NASDAQ: OLED) dipped 6.37% to $29.99 in the pre-market session after Canaccord Genuity downgraded the stock from Hold to Sell. Aixtron SE (NASDAQ: AIXG)...
Market Intelligence Center  Jul 12  Comment 
Aixtron SE (NASDAQ: AIXG) closed Thursday's trading session at $16.29. In the past year, the stock has hit a 52-week low of $11.21 and 52-week high of $18.06. Aixtron (AIXG) stock has been showing support around $15.96 and resistance in the $16.48...
Market Intelligence Center  Jul 1  Comment 
Aixtron SE (NASDAQ: AIXG) closed Friday's trading session at $16.78. In the past year, the stock has hit a 52-week low of $11.21 and 52-week high of $18.06. Aixtron (AIXG) stock has been showing support around $16.55 and resistance in the $16.99...




 

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.

Competition

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.

References

  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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