Aixtron AG is a provider of deposition equipment to the semiconductor industry. The company's technology solutions are used by a diverse range of customers world wide to build advanced components for electronic and opto-electronic applications based on compound, silicon, or organic semiconductor materials.
Aixtron's AIX G5+ is an MOCVD system used to create micro-LEDs, providing on-wafer uniformity control, low particle levels and unique advanced features for demanding micro LED requirements. In 2022, the company said it is starting to receive orders for its microLED production tools. In late 2024, Aixtron commented that it is highly positive on the microLED industry, as it expects large tool orders in 2026.
In recent years, the company announced several microLED customers, including ams-OSRAM, PlayNitride, HC Semitek, Konka and others.
Aixtron trades in the Frankfurt Stock Exchange, and in the NASDAQ Stock Exchange (AIXG).
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Aixtron is highly positive on the microLED industry, expects large tool orders in 2026 as producers aim to start ramping up production by 2027
Aixtron announced its financial results for Q3 2024, with solid orders and revenue, despite a slight miss on guidance due to a project delay. This project was a large order for a microLED customer, with tools shipments pushed to December instead of October.
Aixtron says that "despite the news from Apple and ams OSRAM" the microLED industry is continuing to work on the technology, and the company received orders from several customers building R&D and pilot production lines. Aixtron expects its microLED revenues in FY2024 to be at high double-digit million euros.
Aixtron reports increased sales of microLED production systems
Aixtron reports its financial results for Q2 2024, with revenues of 131.8 million Euro down 24% from Q2 2023 but up 11% over the last quarter.
Aixtron says that its LED production systems sales increased in the quarter, and reached 43% of its total equipment sales (around 44.7 million Euro), up from 5% a year ago (and 37% last quarter). This was mostly driven by sales of microLED production systems.
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HC Semitek installs the production equipment at its 6-inch microLED epiwafer fab in Jinwan
In August 2023, China-based HC Semitek started building its microLED epiwafer production line in Jinwan District, Zhuhai, China. The first phase of the $700 million microLED fab is expected to enter production by the end of 2024.
HC Semitek announced a few days ago that it has moved in and installed the production equipment in its new line. The company says it is on track to produce the first sample wafers in Q3 2024, and mass production is expected by the end of the year. The investment in the first phase will total $275 million USD.
Aixtron reports strong momentum for MicroLED production systems
Aixtron reports strong results for its recent quarter, with both revenues and profit significantly higher than last year, driven by strong demand for SiC production systems for power electronics.
Aixtron reports revenues of 19.6 million Euro (up from 6.9 million last year) for LED and microLED systems. There's a strong new momentum for microLED production systems, which accounted for 37% of the equipment order intake. This development was boosted by the continued development activities of Micro LED customers, who are continuing to invest in development and pilot lines for the commercialization of Micro LED technology.
HC Semitek starts building a $700 million microLED production line in Zhuhai, China
China-based HC Semitek is embarking on a 5 billion Yuan project (almost $700 million USD) to produce microLED wafers in Jinwan District, Zhuhai, China. The project will have three phases, with the first one (estimated at $275 million) has officially started last month.
HC Semitek hopes to light up the new production line in September 2024, and to start production by December 2024. When all three phases are complete, the new production line will have a yearly capacity of 58,000 microLED wafers (we do not the wafer size at this project, but we estimate these are 8-inch wafers). It is not clear from the reports, but this production line may also produce mini LEDs, not just microLEDs.
ams OSRAM qualified Aixtron's 200 mm microLED production systems
Aixtron announced today that ams OSRAM has qualified Aixtron's AIX G5+ C and G10-AsP MOCVD systems on 200mm wafers for Micro LED production.
ams Osram will be using Aixtron's systmes at its upcoming 200 mm mass production line in Malaysia, which is expected to begin production in 2024.
Aixtron launches a new fully-automated 200 mm system for microLED mass production
Aixtron launched a new fully-automated production system, the G10-AsP, targeting the microLED and laser markets. The company says that the G10-AsP ,the first system to offer a fully automated process, enables the highest throughput of its class with uniformity and defect levels never seen before.
Aixtron says that this system will allow, for the first time, the mass production of 10um (or lower) microLED chips, with high performance. The G10-AsP offers a 200mm AsP Batch reactor and comes with In-Situ Cleaning and an automated cassette-to-cassette (C2C) wafer loading.
Aixtron receives its first order for tools used for volume production of microLEDs
Aixtron announced its financial results for Q2 2022, with the company's highest quarterly order intake since 2011. The company said that it received its first order for tools used in volume production of microLED devices.
Aixtron announced several microLED system orders in the past, but these were R&D or pilot line systems. In 2021 Aixtron said that a US Tier-1 LED producer has selected Aixtron's AIX G5+ C equipment for microLED device production. In February 2022 Wuhan-based HC Semitek selected Aixtron's Planetary AIX 2800G4-TM (IC2) and AIX G5+ C MOCVD systems to produce microLEDs.
Aixtron is upbeat on the microLED industry, says orders for its production tools have started to kick in
During Aixtron's Q1 2022 financial results conference call the company's CEO made some interesting comments on its microLED business and the market in general.
Aixtron says that it sees the microLED display industry advancing "as expected". Demand for its microLED production tools has "started to kick in". The company is "increasingly confident" that we will 'soon' see commercial microLED displays on the market.
