QUOTE AND NEWS
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...
newratings.com  Jul 29  Comment 
AIXTRON SE: Q2 Orders and Revenues Up Again / Phase Two of 5-Point-Program underway / Impending Launch of Next Generation MOCVD Tool DGAP-News: AIXTRON SE / Key word(s): Half Year Results/Incoming Orders AIXTRON SE: Q2 Orders and Revenues Up...
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 30.06.2014 09:22 Total Voting Rights Announcement...
newratings.com  Jun 25  Comment 
AIXTRON SE: Publication according to § 26 paragraph. 1 WpHG with the objective of Europe-wide distribution AIXTRON SE 25.06.2014 17:21 Dissemination of a Voting Rights Announcement, transmitted by DGAP - a company of EQS Group AG. The issuer...
newratings.com  Jun 24  Comment 
AIXTRON SE: Publications according to § 26 paragraph. 1 WpHG with the objective of Europe-wide distribution AIXTRON SE 24.06.2014 18:19 Dissemination of a Voting Rights Announcement, transmitted by DGAP - a company of EQS Group AG. The...
newratings.com  May 30  Comment 
AIXTRON SE: Publication according to § 26 paragraph. 1 WpHG with the objective of Europe-wide distribution AIXTRON SE 30.05.2014 14:54 Dissemination of a Voting Rights Announcement, transmitted by DGAP - a company of EQS Group AG. The issuer...
newratings.com  May 27  Comment 
HERZOGENRATH (dpa-AFX) - Aixtron SE (AIXG), a German provider of deposition equipment to the semiconductor industry, Monday announced that its Chief Financial Officer Wolfgang Breme leaves the firm as of May 31 by mutual agreement and will pursue...




 

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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