Aixtron on MOCVD trend: the future will be full competition

Germany Ace Limited by Share Ltd (AixtronAG) is the world's largest suppliers of MOCVD equipment, has great research and development center, the main products are based on gas phase precipitation system, in addition to using more MOCVD in the LED field, and machine equipment into three inch CVD and AVD, in addition to a semiconductor device in addition. There are OLED devices.

At present, according to the official statistics show that Ace's market share occupies the dominant position in the market Chinese. On the current market, the sale of all LED chips, 60%-70% chip manufacturers are using Ace technology. Therefore, in the whole process of LED, MOCVD device can be said to be a very important equipment, and the final product plays a key role.

Then the research direction of Ace strong future equipment and how? Whether it is still based on large epitaxial film? MichaELHeuken recently said in an interview, first of all, the size of the substrate is a trend, and 4 inch, 6 inch, 8 inch substrate is an inevitable trend. The second point is that the degree of automation is also a trend, that is, from the traditional manual release of the film to the current release, including automatic, which is a trend. Our ultimate goal is to increase production capacity, reduce the cost of a single client. We have set up a new R & D center in the vicinity of Asia, and will be officially moved into the R & D center in November. "

LED with the sharp increase in demand for global LED epitaxial plant to amplification of 6 inch MOCVD machine, this year, Ace also received a large number of orders, and Korean manufacturers and businessmen, Mr. MichaelHeuken said, at present, Ace MOCVD business is very hot. 2014 years ago, Ace is still strong backlight as the main driving force of the market, after 2014, indoor lighting will become a major application.

Mr. MichaelHeuken also said that Ace OLED also has a certain investment. Ace strong OLED devices using small molecule technology, the technology can be described as the world's mainstream technology. At present, Ace strong development products mainly through a number of patent cooperation, such as PHILPS, OSRAM, some German OLED manufacturers and solar cell manufacturers, etc..

In addition, some countries and regions are independent R & D and production of MOCVD equipment, estimated to be launched on the market next year, in the face of such localization of MOCVD devices, Ace will adjust what new strategy? MichaelHeuken said: first of all, with respect to these markets, the introduction of MOCVD equipment, Ace has a higher capacity, a higher level of technology. Because Ace is committed to the company's equipment, so many of our patents are based on the device. When we launched a new generation of equipment, there are a lot of related patent registration, for example, this year we launched a larger size of the equipment, the relevant patent registration purposes, is used as a weapon in our business. When our competitors, including some of the local production capacity of MOCVD, will use the relevant key technologies, our own weapons can be carried out a number of strategies, including sales strategies have some considerations. "

Although the entire market is very hot, the rising trend is also very fast, so Ace in a situation that interact with suppliers and related customers, the market remains in a relatively stable state, this is a problem that Ace is now most concerned about. Mr MichaelHeuken thinks that "the whole company's supply situation is good, it is a fact that the human based on the range, but when the development of the company, how to find the same outstanding talents in the market, including the university graduates, how to get some fresh blood better outside market. This is also a strong focus on Ace worth considering. "

Ace in addition to having some technology, there is a very good space management, including sales management, including some of the internal financial control, then to adapt to the whole semiconductor industry peak and low peak. In the future, Ace's strong R & D strategy will closely follow the market demand, the expected technical requirements into the MOCVD R & D team's technical goals. In addition, Ace is also committed to strong understanding of customer needs, and actively analyze the future market trends, in order to consolidate the world's leading position.