bei Edited Transcript of AIXA.DE earnings conference call or presentation
1.In the development area of microLEDs, we see good progress being made in the industry to commercialize microLED displays, either very large displays or very small displays for wearables. In any case, we are well positioned to benefit from this development.
2.For all other countries, we do need an export license for our MOCVD product. That is, for example, for MOCVD going to Korea or going to Taiwan, we do need that, and we -- it is normal process to apply for that and then it's the question how fast are the authorities to grant that. And in the process, the authorities are checking, what is the end user doing with it. That's the whole thing, the standard process.
3.It was about roughly about 1/3 or so on power, and we see the power fraction increasing due to the drivers -- the larger mega trend drivers that we discussed earlier already in this call. About 20%, 30% from the LED-microLED area. So again, there, quite strong momentum.
4.I think for microLED, let me describe the situation that in the, let's say, in the last 12 months, the customer activities and projects have been very much focused on the technical feasibility of the microLED device, which has now been moving to the manufacturing feasibility. So it's clearly a step up in terms of the development of the microLED devices. And we see this also clearly in discussions with customers. Besides having talking about one R&D tool, they're now talking about smaller amount -- smaller multiple amount of tools in order to test productivity and production capability for microLED. Ams, mainly, I guess you're targeting more to the 3D sensing application.
5.I think the markets and the application, you can basically see in 2 camps. One is the camp you mentioned. It is more for wearables, small displays like watches, et cetera. And the opposite camp so to say is large displays. So large high-end TV applications. And I'm very confident that you will see big progress in product announcements at the next CES in January in Las Vegas.
micro led hat jetzt eine realistische Zukunft. |