Aixtron AG is the world's largest supplier of MOCVD equipment and has a large R&D center. The main products are based on gas phase precipitation systems, in addition to the more MOCVD used in the LED field. There are three-inch CVD and AVD machine tools, in addition to semiconductor devices, there are OLED devices. At present, according to official statistics, Ai Siqiang's market share dominates the Chinese market. As far as the sales of all LED chips on the market are concerned, 60%-70% of the chip manufacturing adopts Ai Siqiang technology. Therefore, in the whole process of LED, MOCVD equipment can be said to be a very important equipment and play a key role in the final product. So, what is the research direction of Ai Siqiang's future equipment? Is it still based on large-scale epitaxial wafers? Mic hael Heuken said that first of all, large-sized substrate sheets are a trend, and 4, 6 and 8-inch linings. The bottom is an inevitable trend. The second point is that the increase in automation is also a trend, that is to say we are moving from the traditional manual release to the current automatic release, including automatic, which is still a trend. Our ultimate goal is to increase production capacity and reduce the cost per customer. In response to customer needs, we have established a new R&D center near Asia and will officially move into this R&D center in November. With the sharp increase in demand for LEDs, global LED epitaxial factories are competing to expand MOCVD machines over 6 inches. This year, Ai Siqiang has also received a large number of orders from mainland and Korean manufacturers and Taiwanese companies. Mr. Michael Heuken said that In fact, the business of Ai Siqiang MOCVD is very popular. Before 2014, Ai Siqiang still relied on backlight as the main market driver. After 2014, indoor lighting will become a major application. Michael Heuken also said that Ai Siqiang also has a certain investment in OLED. Ai Siqiang's OLED devices use small molecule technology, which is the world's mainstream technology. At present, Ai Siqiang develops products mainly through cooperation of some patents, such as with Philips, Osram, some German OLED manufacturers and solar cell manufacturers. In addition, some countries and regions are also developing and producing MOCVD equipment independently. It is estimated that they will be launched in the market next year. In the face of such localized MOCVD equipment, what new strategic adjustments will Ai Siqiang make? MichaelHeuken Introduction, first of all, compared to the MOCVD equipment introduced in these markets, Ai Siqiang has higher production capacity and higher technological level. Since Ai Siqiang is a company dedicated to equipment, many of our patents are based on equipment. Whenever we launch a new generation of equipment, there will be a lot of related patent registrations. For example, this year we launched a larger size equipment, and the registration purpose of the related patents is a weapon of our business. When our competitors, including some local capacity MOCVD, will use the relevant key technologies, our own weapons can go through some strategies, including sales strategies. Although the whole market is very hot now and the rising trend is very fast, how can Ai Siqiang maintain interaction with relevant suppliers and related customers in such a situation, so that the whole market can maintain a relatively stable state. It is a question that Ai Siqiang is most concerned about now. Mr. Michael Heuken believes that the supply situation of the entire company is not bad, it is based on the fact that the current manpower range, but when the company develops, how to recruit the same outstanding talents in the market, including the newly graduated college students, how to get in the outside market Some better fresh blood. This is also a key issue that Ai Siqiang deserves to consider. In addition to possessing some technologies, Ai Siqiang also has good space management, including sales management, including some internal financial controls, to adapt to the peak and low peak of the entire semiconductor industry. In the future, ASI's R&D strategy will closely follow market demand and translate the expected technology needs into the technical goals of the MOCVD R&D team. In addition, Ai Siqiang is committed to understanding customer needs and actively analyzing future market trends in order to consolidate the position of the world's leading manufacturer.
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