[Text / Long Zonghui] For the Chinese market, Aixtron and Veeco, although still very optimistic, will face the triple pressure of service, localization and new technologies.
According to Veeco's 2013 fiscal year report, its revenue was $332 million, down 35.7% from last year. Net profit also plummeted from a profit of $30.93 million in 2012 to a loss of $42.26 million. Aixtron's recently released 2013 annual report is also not satisfactory. In 2013, Aixtron's total revenue was $237 million, a decrease of 19.7% from the previous year. The total profit loss was $9.62 million. The previous year's profit was $520,000 (the euro was converted into US dollars). ).
From the financial data, it can be said that the two giants are fighting for performance. In depth, they are even working on technology, and the manufacturing cost of using manufacturers' chips for MOCVD.
A domestic chip manufacturer Dong A, who also bought Aixtron and Veeco, told reporters that the equipment of the two giants is completely different in their technical routes and has their own characteristics. Aixtron's equipment targets high-quality chips. The equipment has two different airflow models, the CCS and Planetary series they define. The reliability and process stability are very good, but it requires technicians better than Veeco. The equipment is high. After Aixtron upgraded CCS2 to CCS2XL, many problems were improved.
Veeco's equipment draws heavily on Aixtron's airflow model, but the hardware operation is relatively simple. As long as the fixed recipe and process are used, the product does not have much problem. At the same time, the Aixtron equipment is longer than the Aixtron. The Aixtron equipment requires a higher frequency of downtime maintenance but a shorter maintenance time. Veeco devices, on the other hand, require regular maintenance for a longer period of time, but each time is longer. Some manufacturers are optimistic that Veeco's equipment is easy to use and therefore purchased, but there are also large shortcomings. The human-machine interface of Veeco equipment has certain problems, some of which are not complete enough, but their entire software platform cannot be patched or otherwise. Give up.
In the face of the fact that the entire Greater China chip factory is basically at a loss, in order to snatch a small number of orders, the two giants will put the cost reduction from the equipment technology level in the first place.
Aixtron's Director of Public Relations, Henning, said that in the past 12 months, Aixtron has been in close contact with customers and listened carefully to customer needs to further improve system performance. Based on their experience and technical knowledge for the new generation of MOCVD systems being built, they are working on several projects to improve the user experience, with the goal of enabling customers to buy better-performing, higher-output devices. I hope to maintain the advantage and increase profits through innovation. During the development of the CRIUS II-L and XL series of equipment systems, Aixtron focused its research and development on the goal of maximizing production and ensuring the lowest operating costs.
According to Veeco's 2013 fiscal year report, its revenue was $332 million, down 35.7% from last year. Net profit also plummeted from a profit of $30.93 million in 2012 to a loss of $42.26 million. Aixtron's recently released 2013 annual report is also not satisfactory. In 2013, Aixtron's total revenue was $237 million, a decrease of 19.7% from the previous year. The total profit loss was $9.62 million. The previous year's profit was $520,000 (the euro was converted into US dollars). ).
From the financial data, it can be said that the two giants are fighting for performance. In depth, they are even working on technology, and the manufacturing cost of using manufacturers' chips for MOCVD.
A domestic chip manufacturer Dong A, who also bought Aixtron and Veeco, told reporters that the equipment of the two giants is completely different in their technical routes and has their own characteristics. Aixtron's equipment targets high-quality chips. The equipment has two different airflow models, the CCS and Planetary series they define. The reliability and process stability are very good, but it requires technicians better than Veeco. The equipment is high. After Aixtron upgraded CCS2 to CCS2XL, many problems were improved.
Veeco's equipment draws heavily on Aixtron's airflow model, but the hardware operation is relatively simple. As long as the fixed recipe and process are used, the product does not have much problem. At the same time, the Aixtron equipment is longer than the Aixtron. The Aixtron equipment requires a higher frequency of downtime maintenance but a shorter maintenance time. Veeco devices, on the other hand, require regular maintenance for a longer period of time, but each time is longer. Some manufacturers are optimistic that Veeco's equipment is easy to use and therefore purchased, but there are also large shortcomings. The human-machine interface of Veeco equipment has certain problems, some of which are not complete enough, but their entire software platform cannot be patched or otherwise. Give up.
In the face of the fact that the entire Greater China chip factory is basically at a loss, in order to snatch a small number of orders, the two giants will put the cost reduction from the equipment technology level in the first place.
Aixtron's Director of Public Relations, Henning, said that in the past 12 months, Aixtron has been in close contact with customers and listened carefully to customer needs to further improve system performance. Based on their experience and technical knowledge for the new generation of MOCVD systems being built, they are working on several projects to improve the user experience, with the goal of enabling customers to buy better-performing, higher-output devices. I hope to maintain the advantage and increase profits through innovation. During the development of the CRIUS II-L and XL series of equipment systems, Aixtron focused its research and development on the goal of maximizing production and ensuring the lowest operating costs.
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