QUOTE AND NEWS
newratings.com  Oct 16  Comment 
Correction of a release from 09.10.2014, 15:50 CET - AIXTRON SE: Correction of publications dated January 18, 2011, according to § 26 paragraph. 1 WpHG with the objective of Europe-wide distribution AIXTRON SE 16.10.2014 15:25 Dissemination...
newratings.com  Oct 9  Comment 
AIXTRON SE: Publication according to § 26 paragraph. 1 WpHG with the objective of Europe-wide distribution AIXTRON SE 09.10.2014 16:06 Dissemination of a Voting Rights Announcement, transmitted by DGAP - a service of EQS Group AG. The issuer...
SeekingAlpha  Oct 1  Comment 
By Dennis Seaman: There were two important announcements late last week for the LED supply chain. Veeco Instruments (NASDAQ: VECO) announced that Epistar Corp qualified Veeco's new TurboDisc® EPIK700™ Gallium Nitride (GaN) Metal Organic...
SeekingAlpha  Oct 1  Comment 
By AtonRa Partners: Aixtron (NASDAQ:AIXG), Veeco's (NASDAQ:VECO) main competitor, announced last week that it had received an order from San'an Optoelectronics for 50 Next Generation Showerhead MOCVD tools. For the German company, this is "growing...
Benzinga  Sep 25  Comment 
LipoScience (NASDAQ: LPDX) shares jumped 60.38% to $5.10 in pre-market trading after the company agreed to be acquired by LabCorp (NYSE: LH) for a purchase price of $5.25 per share in cash. Aixtron SE (NASDAQ: AIXG) shares surged 12.30% to...
newratings.com  Sep 25  Comment 
AIXTRON receives large multiple tool order from China / San'an Optoelectronics expands production capacity with AIXTRON's Next Generation tool AIXTRON SE / Key word(s): Incoming Orders/Market launch 25.09.2014 12:37 Dissemination of...
newratings.com  Aug 29  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 29.08.2014 10:46 Total Voting Rights Announcement...
newratings.com  Aug 27  Comment 
AIXTRON SE: Publication according to § 26 paragraph. 1 WpHG with the objective of Europe-wide distribution AIXTRON SE 27.08.2014 16:17 Dissemination of a Voting Rights Announcement, transmitted by DGAP - a service of EQS Group AG. The issuer...
SeekingAlpha  Jul 29  Comment 
Aixtron Aktiengesellschaft (NASDAQ:AIXG) Q2 2014 Earnings Conference Call July 29, 2014 09:00 ET Executives Guido Pickert – Director, IR Martin Goetzeler – President & CEO Analysts Janardan Menon – Liberum...
newratings.com  Jul 29  Comment 
HERZOGENRATH (dpa-AFX) - Aixtron SE (AIXG), a provider of deposition equipment to the semiconductor industry, reported loss in the second quarter, which was broadly flat year-on-year. Revenue rose 2 percent. In addition, the firm backed its...




 

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
Wikinvest © 2006, 2007, 2008, 2009, 2010, 2011, 2012. Use of this site is subject to express Terms of Service, Privacy Policy, and Disclaimer. By continuing past this page, you agree to abide by these terms. Any information provided by Wikinvest, including but not limited to company data, competitors, business analysis, market share, sales revenues and other operating metrics, earnings call analysis, conference call transcripts, industry information, or price targets should not be construed as research, trading tips or recommendations, or investment advice and is provided with no warrants as to its accuracy. Stock market data, including US and International equity symbols, stock quotes, share prices, earnings ratios, and other fundamental data is provided by data partners. Stock market quotes delayed at least 15 minutes for NASDAQ, 20 mins for NYSE and AMEX. Market data by Xignite. See data providers for more details. Company names, products, services and branding cited herein may be trademarks or registered trademarks of their respective owners. The use of trademarks or service marks of another is not a representation that the other is affiliated with, sponsors, is sponsored by, endorses, or is endorsed by Wikinvest.
Powered by MediaWiki