urlaub, deswegen alles bissel lückenhaft.
aber mal zusammengefasst:
Es gibt nur einen Kunden von Aixtron, der die Massenfertigung vorbereitet, weil ihr meine posts nie lest, markier ich euch die entscheidenden stellen dick(ie):
Dr. Felix Grawert - AIXTRON
Well, Olivia, you ask a very detailed question. Let me answer from my
memory. We have received, the first volume production order for Micro LEDs
with shipments to start towards the end of this year. This is the beginning of
the ramp, which will extend and continue throughout the year 2023.
Therefore, you will continuously see Micro LED shipments as the customer is
building up the capacity. Additional orders will be placed during the second
half of the year, extending well into 2023.
These orders are from our customer building up a first RGB Micro LED
production line, meaning for all three colors, Red, Green and Blue.They are
really playing in one of those highly innovative fields with the target to
launch a disruptive consumer electronics product with a Micro LED display.
Dr. Felix Grawert, AIXTRON
We see the overall market in Micro LED starting around ’23. We see one customer
with very concrete plans. I would not necessarily say that the others are behind by
six months or 12 months indicating a time gap. It is more the point that we see
very concrete plans on one side, and maybe not so concrete plans on the other
sidE
dazu AE auch konkret in Bezug auf die genannten Compeitoren Yes. Adithya, let me start with your first question, then Ingo takes the second one. To be very clear on microLED today, we don’t see a meaningful competition in the areas we are playing. That may change over time. But today, we have the very, very clear lead in this technology, not only from the process technology, but also for the design. We mentioned also multiple times that ams-OSRAM is extremely strong and differentiated in the red color microLED. I think it’s also important to recap a bit that when the market talks about microLED, they sometimes talk about different products and different structures of microLED. When we are talking about MicroED, what we are focusing on is very, very small microLEDs, which are necessary for smaller displays. And that is a big advantage we have. And on top of that, we are building the first and only 8-inch wafer fab, which creates also a very strong cost advantage and performance advantages to any other competitor, which may come up over time. And we can clearly say that this is a very complex value chain. So we are delivering and designing, manufacturing one part of the total solution. And there are other stakeholders in the supply chain and the way of working is very intense because every chain and every piece of the chain has to work together to bring a complete solution to the market. And we clearly can say they are very – they are top players of the industry in this value chain, who are working together to make this a success.
und wenn ich mir die investitionen aus den dlg links ansehe, dann sind das peanuts. es sieht so aus als würden da andere, einfachere, größer strukturbreiten gefertigt, und das noch nicht mal in vorbereitung der massenfertigung. siehe aixtron oben.
over und aus. grüße an den dritten mann im aixtron board.
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