Ai Siqiang on the general trend of MOCVD: the future will be full-scale competition

Aixtron AG is the world's largest and most marketed supplier of compound semiconductor epitaxial equipment. The production and R&D MOCVD equipment manufactured by Aixtron AG is mainly used to produce high electron mobility transistors. Heterogeneous bipolar transistors, ultra-high brightness LEDs (including blue and green), laser diodes, optical data transmission components, and space solar cells. On the afternoon of October 16, 2010, Mr. Michael Heuken, Vice President of R&D of Germany Ai Siqiang Co., Ltd. and Mr. Ye Wei, Sales Manager, visited the 7th China International Semiconductor Lighting Forum News Center and accepted an exclusive interview with many media.

Ai Siqiang is the world's largest supplier of MOCVD equipment, with a large R&D center. The main products are based on gas phase precipitation systems. In addition to the more MOCVD used in the LED field, there are three inches of CVD and AVD. In addition to semiconductor devices, there are also OLED devices.

At present, according to official statistics, Ai Siqiang's market share dominates the Chinese market. As far as the sales of all LED chips on the market are concerned, 60%-70% of the chip manufacturing adopts Ai Siqiang technology. Therefore, in the whole process of LED, MOCVD equipment can be said to be a very important equipment and play a key role in the final product.

Then, what is the research direction of Ai Siqiang's future equipment? Is it still based on large-scale epitaxial wafers? Mr. Michael Heuken said in a reporter's question, “First of all, the large-size substrate is a development trend, and 4 inches. The 6-inch and 8-inch substrates are an inevitable trend. The second point is that the increase in automation is also a trend, that is to say, we have switched from the traditional manual release to the current automatic release, including automatic, which is still a Trends. Our ultimate goal is to increase production capacity and reduce the cost per customer. We have already established a new R&D center near Asia for our customers' needs and will officially move into this R&D center in November."

With the sharp increase in demand for LEDs, the global LED epitaxial factory is competing to expand the MOCVD machine of more than 6 inches. This year, Ai Siqiang has also received a large number of orders from mainland and Korean manufacturers and Taiwanese businessmen. Mr. Michael Heuken said that At present, the business of Ai Siqiang MOCVD is very hot, especially high-power chips. Before 2014, Ai Siqiang still relied on backlight as the main market driver. After 2014, indoor lighting will become a major application.

Mr. Michael Heuken also said that Ai Siqiang also has a certain investment in OLED. Ai Siqiang's OLED devices use small molecule technology, which is the world's mainstream technology. At present, Ai Siqiang develops products mainly through cooperation of some patents, such as with Philips, Osram, some German OLED manufacturers and solar cell manufacturers.

Ai Siqiang is a mass-produced equipment-based company. Although the related equipment is still in the research and development stage, OLED has not yet become the mainstream of the market, but Ai Siqiang said that their OLED equipment will eventually be larger and larger. Production equipment is developing in the direction and as a goal. In addition to the most important display applications, OLED can also be applied to new types of sensors, new types of solar cells, including new types of displays, so OLED is also a very important development direction of Ai Siqiang.

In addition, some countries and regions are also developing and producing MOCVD equipment independently. It is estimated that they will be launched in the market next year. In the face of such localized MOCVD equipment, what new strategic adjustments will Ai Siqiang make? Mr. Heuken said: "First of all, compared to the MOCVD equipment introduced in these markets, Ai Siqiang has higher production capacity and higher technical level. Since Ai Siqiang is a company dedicated to equipment, we have many patents. They are all based on equipment. Every time we launch a new generation of equipment, there will be a lot of related patent registrations. For example, this year we launched a larger size equipment, and the registration purpose of the related patents is a weapon of our business. When our competitors, including some local capacity MOCVD, will use the relevant key technologies, our own weapons can go through some strategies, including sales strategies.

Although the whole market is very hot now and the rising trend is very fast, how can Ai Siqiang maintain interaction with relevant suppliers and related customers in such a situation, so that the whole market can maintain a relatively stable state. It is a question that Ai Siqiang is most concerned about now. Mr. Michael Heuken believes that "the supply situation of the whole company is not bad, it is based on the fact that the current manpower range, but when the company develops, how to recruit the same outstanding talents in the market, including the newly graduated university students, how to be outside The market has got some better fresh blood. This is also a key issue that Ai Siqiang deserves to consider."

In addition to possessing some technologies, Ai Siqiang also has good space management, including sales management, including some internal financial controls, to adapt to the peak and low peak of the entire semiconductor industry. In the future, ASI's R&D strategy will closely follow market demand and translate the expected technology needs into the technical goals of the MOCVD R&D team. In addition, Ai Siqiang is committed to understanding customer needs and actively analyzing future market trends in order to consolidate the position of the world's leading manufacturer.

Battery Cabinets

External Ups Batteries,Ups Battery Cabinets,Universal Battery Cabinets,IDC Solutions

Shenzhen Unitronic Power System Co., Ltd , https://www.unitronicpower.com

Posted on