Dr. Felix Grawert
So related to new customer wins, in the past quarter, in the Q4, we have been able, in fact, to win again a handful of new customers, quite a decent number of customers. Among those, both smaller customers, but also very large customers, I think I can put that here. I don't want to give details in this place. So it's been a very successful quarter for us in wins...
I mentioned also we continue to have the customer design wins in silicon carbide. So that's adding to it, which is also we make -- why we make a pretty strong statement towards 2025. This is real backed by an Excel spreadsheet kind of...
Our tool is offering -- because we use the multi-wafer system, a very, very high productivity. And therefore, our assumption is that in case even though dual sourcing we will provide the majority of the tools in a dual wafer scenario...
So there's especially for silicon carbide, a concrete pipeline, with concrete customers and concrete numbers behind my statement...
Our market share in silicon carbide, we see somewhere between 50% and 60%, putting us in a clear number one position in silicon carbide....
we rather talk about some of the big semiconductor companies who really say, now yes, silicon carbide is such a big game. We want to be part of the party...
behind many customers, we see very large groups or many of our new customers, we see very large groups, very powerful groups who are now entering silicon carbide. So when we say smaller customers and in some of the cases, we mean a very large, a very powerful company, who is now entering silicon carbide... |
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