Habe mir den Call mal angehört - waren zwei Passagen zu Aixtron dabei, die ich unten mal niedergeschrieben habe (der Rest war auch durchaus interessant):
„The other area for growth is compound semi, the first is in 3D sensing VCSELs
for facial recognition on your phone, as well as for world facing VCSELs.
Opportunities also exist there for LiDAR, we think this has some room to grow
for us. Today we have very little market share in that space. This is mostly
owned by our competitor Aixtron. We have a beta in the field. It's going well.
This market is in an oversupply situation and we would like to be in a
position to increase our market share as this market comes back.„
„If you look back to the way the LED backlight market unfolded Aixtron had a
strong market share position. As that market ramped they struggled to
repeatedly deliver high quality parts for a long campaign runs. Their
machines need to be cleaned or taking down for maintenance every 10, 20 runs.
A Veeco machine can run 100 or 200 consecutive runs, it can run a one month
unattended and deliver the same run-to-run wafer-to-wafer repeatability for
long periods of time, which in a high volume manufacturing environment is
paramount. As VCSEL towards higher volume and tighter specifications on a lot-to-lot
basis our TurboDisc technology offers significant advantages for high volume
manufacturing. This is a reason why we think we can gain market share
assuming that the VCSEL market continues to grow and require more capacity. „
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baggo-mh