Aixtron- und die Banken stufen fröhlich auf kaufen

leider ist das so wie du es beschreibst. und nach einem tollen quartal kommt dann shell on good news.
tolle strategie....  

Vor dem Kurssturz himmelhoch jauchzend. Dann nur noch negativ. Und jetzt wieder von Aixtron voll überzeugt.  

Anfang des Jahres bloss auf den Ölpreis gesetzt. Der ist ja viel schneller als der Kurs von aixtron gestiegen :-))
 

@ doschauher
Auf den Aktionär ist kein Verlass, die drehen sich wie die Fahnen im Wind, wenn die mal richtig liegen ist das Glückssache.

Ansonsten halten die sich ja echt zurück mit den News.
Zudem sind sich die LV wohl uneins, einer reduziert, ein andrer stockt weiter auf. Der Gesammttrend ist aber gut bisher.
Hoffe der Kurs steigt noch auf 10€ und drüber, weil dann wirds spanndender mit den LV  

Beste für uns.  

"Der Aktiomär "  die Bildzeitung der Kleinanleger !  

wenig Umsatz zur Zeit.  

 

 

Uwe, weiter so ... ;-))  

Kommt der senile Ami wieder mit seinen Zöllen, das war es dann mit Aufschwung an den Märkten.

 

This is a neutral analysis of Samsung's decision scenario on QD-OLED TV.  Reading carefully it seems to indicate the train is moving along, and the final decision in April is about  financing in the security market.  In my opinion Aixtron' OVPD to Samsung is not contingent on QD-OLED.  It is either or, or could be both.

http://news.mt.co.kr/mtview.php?no=2019040814045065690

QD-OLED investment confirmed ... Samsung's display
Money Today
News2019.04.09 06:00
Possibility to convert some lines QD-OLED ... In April, the investment committee rumored to be rumored,

As Samsung Display suffered severe earnings in 1Q, the company is focusing on developing quantum dot-organic light emitting diode (QD-OLED) displays. While the industry is forecasting that investment will be decided in April, it is also argued that it is premature.  

Samsung Electronics announced on January 5 that its operating profit fell 60.4 percent year-on-year to 6.20 trillion won in the first quarter of this year.  

Display's earnings have fallen as much as semiconductors. LCD panel prices declined and smartphone OLED market for smartphones is estimated to have posted an operating loss of around W600bn due to sluggish iPhone sales and falling profitability from Chinese makers.

Meanwhile, the development of large QD-OLEDs by Samsung Display has long been the norm in the industry. Samsung Display is expected to hold an investment deliberation committee this month to finalize its QD-OLED investment, mainly in securities markets.

QD-OLED is a technology that uses blue among the three primary colors of light as a light source and then raises red and green QD color filters on it. LG Display is distinguished from the white OLED (WOLED) method, which is applied to large panels for TVs. Samsung Display, which is an absolute leader in small- to medium-sized OLED panel, has relinquished mass production in 2013 due to yield problems during the development of large OLED panels for TVs.

In the industry, LCD makers are not able to postpone the development of large-sized OLED panels, which could make a difference in terms of technology, in a situation where the Chinese franchise has entered 'chicken game' due to an oversupply from China.

An industry observer said, "There is a limitation in the LCD panel competition because the caustic ratio is the most important factor." Chinese companies are also beginning to make OLED panels, so Samsung will not be able to slow down its investment if it takes a steady supply of OLED panels. "He said.  

IHS Markets, a global market research firm, reported that the L8-2 line, which produces LCD panels, could also switch to QD-OLED in August, when it closed at Korea Display Conference last month. It is expected that it will advance the plan to mass production in the second half of next year as soon as possible.  

Samsung Display did not confirm QD-OLED development. An official of Samsung Display said, "The investment committee has never announced or confirmed." If the QD-OLED line conversion is formalized, immediate impact will be imposed on the partner companies, and it is highly likely that the company will be delayed as much as possible due to the lack of current clients.

Samsung Electronics is showing QLED (Quantum Light Emitting Diode) TV at the front, and it is not easy to reveal even if QD-OLED is in transition. Samsung Electronics has maintained its stance on TV business strategy with 8K QLED and micro LED (light emitting diode) 'two-track'.

Some argue that Samsung Display's QD-OLED conversion will be difficult in a short period of time. An industry observer said, "We are planning to invest some of the 8th generation LCD lines of Samsung Display in QD-OLED, but we do not think it is a final decision." The development team has been in charge since the latter half of last year, "We have to go through technical development, profitability and investment deliberation before we can decide," he said.

Competitors are also keenly tactile. When Samsung Electronics develops QD-OLEDs, the result is that LGE's OLED camp will expand significantly. On the other hand, competition between the two companies will be inevitable again in the OLED camp.  

verstehe ich das richtig von cwl1. keine verbindung von aixtron OVPD zu samsung QD-OLED  ?  

und Epistar (Aix Kunde) wird den iPad beliefern. ....
zumindest so wird erwartet.

https://www.digitimes.com/news/a20190409PD202.html
 

http://www.etnews.com/20190408000354

Next-generation 3D sensing 'TOF', Samsung is 'active', Apple is 'reserved'
Issued on: 2019.04.08 Text smaller text larger Print

Samsung and Apple, which are leading the global smartphone market, are taking a different approach in adopting the 'Time of Flight' (3-D) sensing technology. Samsung Electronics has begun applying TOF technology to its smartphones from this year, while Apple, which has been active in 3D sensing, is taking a standstill approach to introducing TOF.

'Galaxy S10 5G to A90, note 10' According to the active Samsung 8-day industry, Samsung Electronics applied the TOF to the Galaxy S10 5G model for the first time. The front and rear cameras were equipped with TOF using infrared technology. TOF is a 3D sensing technology that recognizes the 3D sensation, spatial information, and movement of objects by calculating the distance of the time when the light emitted from the camera fires back to the subject. Samsung implemented the TOF to measure the depth of the subject, which is crisp, and the obscuration of the background, and the length of the object based on augmented reality (AR).

Samsung plans to install the TOF in the Galaxy A90 and Galaxy Note 10 following the Galaxy S10 5G. The A90 is said to be equipped with TOF for the 'Rotating' camera part, which can be rotated forward and backward, and the camera combination similar to the S10 5G model, will be applied to the rear of the high-end model. S10, A90, and Note10 are all models that represent Samsung smartphones or account for a significant portion of their earnings. Because it is a so-called strategic product, Samsung is different from other companies or actively incorporates technologies that are not existing. Applying TOF to the Galaxy S and Note series means that the company focuses on and focuses on the TOF. ◇ Apple's "Hold" Apple is the main reason for the 3D sensing in the smartphone market, applying 3D sensing technology to the iPhone X face recognition (face ID) launched in 2017. The face ID uses 3D sensing technology called Structured Light (SL). This is a method of radiating the infrared rays of a specific pattern to the object to be imaged and analyzing the degree of deformation of the pattern depending on the shape of the object surface.

Apple then prepared TOF for Augmented Reality (AR) and Virtual Reality (VR) services. By using TOF, it is possible to measure the distance and space, and to raise the level of AR · VR contents. Originally, Apple was expected to include TOF in a new iPhone this year. However, there is an analysis that the plan is suspended. An official in the industry said, "The reason why Apple wants to mount TOF on the back is AR · VR, but 5G communication should be supported for seamless AR · VR service." But because Apple does not plan to launch 5G iPhone this year TOF is also not installed, "he said. In the absence of 5G communication, the AR / VR is prematurely switched to the TOF installation plan. Market research firm TrendFors also predicted that TOF will not apply to the iPhone this year. "Apple's AR applications are not ready yet," said Trendforce. "Unlike other manufacturers, Apple will not show TOF this year, and by 2020 it will be equipped with TOF on the iPhone." ◇ TOF will become a core part of smart phones TOF is a part for 3D sensing. TOF is commercialized as a finished part, but how smartphone makers use it is the key to TOF technology and market expansion.

Samsung used TOF for shooting and spatial information recognition. LG, who introduced TOF to Samsung's smartphone for the first time this year, has written TOF for face recognition and gesture recognition. However, the advantages and effects of TOF do not seem clear yet. It is an unfamiliar technology that first appeared in smartphone users, but because of the lack of killer applications, or services that are of interest to consumers. "It is obvious that TOF is a good technique for recognizing long distances, but it is not superior to existing structured light (SL) in face recognition," said Trendforce. "In the case of high-resolution TOF, Therefore, adoption will be limited. " Trendforce claims that 2020, when Apple adopts TOF, will be the time to grow the 3D sensing market.
 

https://www.digitimes.com/news/a20190408PD207.html

Huawei momentum boosts March sales for Taiwan suppliers
Julian Ho, Taipei; Jessie Shen, DIGITIMES Tuesday 9 April 2019 0 Toggle Dropdown

A surge in orders for Huawei's new smartphones and 5G base stations boosted March revenues at several Taiwan-based ecosystem partners, such as backend firm King Yuan Electronics (KYEC) and wafer probe card specialist Chunghwa Precision Test Tech (CHPT), market observers believe.

Huawei has stepped up its pace of orders for smartphone and 5G base station chips, according to the observers. HiSilicon, Huawei's fabless design subsidiary, has actually moved to build up inventories in advance as it is gearing up to support its parent company's ambitions in the upcoming 5G era, the observers indicated.

Taiwan-based firms engaged in the supply chain of Huawei and HiSilicon started seeing revenues pick up in March, said the observers, adding that orders for Huawei devices could play a key driver of some Taiwan-based firms' revenue growth in 2019.

Both KYEC and CHPT have both declined to comment on specific customers or orders.

KYEC and CHPT reported sequential increases in March consolidated revenues of 14.2% and 32%, respectively. KYEC's revenues for the first quarter of 2019 came to NT$5.26 billion (US$170.6 million), down 7.3% on quarter but up 14.8% on year. First-quarter revenues at CHPT decreased 16% sequentially and 18.25% on year to each NT$606 million.

Win Semiconductors, which provides foundry services for VCSEL components for use in 3D sensor structured light and time of flight (ToF) solutions, has reportedly cut into the supply chain for Huawei's new smartphones designed for launch this year. Win Semi, along with its epitaxial wafer supplier Visual Photonics Epitaxy Company (VPEC), both saw their March revenues pick up.

Win Semi's consolidated revenues grew 13.2% sequentially to NT$1.25 billion in March, while VPEC's revenues climbed about 40% on month to NT$192 million.  

bei 8,942 wird fett gefüllt, ich sage Danke!  

Das 4. mal seit gestern.  

...vielleicht klappt’s jetzt....
Gruß Bronto  

 

das ist vielleicht ein  wildes Herumgezocke.. Das einige System ist in dem" jeden Tag ein neues kleines Hoch " zu erkennen...  

ist die 9,20 wie Beton und allerspaetestens ist dann bei der EMA200 Schluss. Ich denke mal bevor die LV nicht endlich langsam abbauen ist hier der Deckel drauf...  

bei der LV Quote halten die den Kurs schon da, wo sie ihn haben wollen.  

 

Aixtron kaufen, dann steigt eure Aixtron vileicht wieder :-)