QUOTE AND NEWS
newratings.com  May 20  Comment 
AIXTRON SE General Meeting 2015 / All Resolutions Approved by Vast Majority DGAP-News: AIXTRON SE / Key word(s): AGM/EGM AIXTRON SE General Meeting 2015 / All Resolutions Approved by Vast Majority 20.05.2015 /...
newratings.com  May 12  Comment 
AIXTRON SE: Correction of the publications of February 09, 2015, December 17, 2013 and November 26, 2013 according to § 26 paragraph. 1 WpHG with the objective of Europe-wide distribution AIXTRON SE 12.05.2015 20:28 Dissemination of a Voting...
newratings.com  May 8  Comment 
AIXTRON SE: Publication according to § 26 paragraph. 1 WpHG with the objective of Europe-wide distribution AIXTRON SE 08.05.2015 17:00 Dissemination of a Voting Rights Announcement, transmitted by DGAP - a service of EQS Group AG. The issuer...
newratings.com  May 7  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 11.05.2015 17:45 Dissemination of a Voting Rights Announcement, transmitted...
newratings.com  May 5  Comment 
AIXTRON SE receives multiple tool order for AIX R6 DGAP-News: AIXTRON SE / Key word(s): Incoming Orders/Market launch AIXTRON SE receives multiple tool order for AIX R6 19.05.2015 /...
newratings.com  Apr 28  Comment 
AIXTRON SE: Publication according to § 26 paragraph. 1 WpHG with the objective of Europe-wide distribution AIXTRON SE 28.04.2015 18:27 Dissemination of a Voting Rights Announcement, transmitted by DGAP - a service of EQS Group AG. The issuer...
newratings.com  Apr 28  Comment 
HERZOGENRATH (dpa-AFX) - AIXTRON SE (AIXG), a leading provider of deposition equipment to the semiconductor industry, reported a first-quarter net loss of 9.5 million euros, compared to a loss of 11.8 million euros, prior year. Net loss per share...
newratings.com  Apr 28  Comment 
AIXTRON SE: Earnings position improved, outlook confirmed / Technology portfolio strengthened by acquisition of PlasmaSi / Qualification of new AIX R6 is moving forward DGAP-News: AIXTRON SE / Key word(s): Quarter Results/Forecast AIXTRON SE:...
newratings.com  Apr 25  Comment 
AIXTRON SE: Publication according to § 26 paragraph. 1 WpHG with the objective of Europe-wide distribution AIXTRON SE 24.04.2015 19:39 Dissemination of a Voting Rights Announcement, transmitted by DGAP - a service of EQS Group AG. The issuer...




 

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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