AIXTRON Taiwan Co. is the Taiwanese subsidiary of AIXTRON AG, the world's largest manufacturer of three-five semiconductor epitaxial equipment MOCVD. AIXTRON AG was founded in 1983 in Aachen, Germany, and was listed in Germany in 1997. MOCVD (Organic Metal Chemical Vapor Deposition) is a key epitaxial process equipment for DVD laser diodes, optical communication laser diodes, red-blue-green LEDs, solar cells, and mobile communication RF chips. AIXTRON has been established for more than 20 years. R & D and engineering design capabilities, continue to introduce advanced three-five semiconductor epitaxial equipment process and technology, with a number of technical patents, and thus always maintain a superior leadership position, the current global market share of up to 65%, in Taiwan The occupancy rate is as high as 80%. It is widely used in LED epitaxial process. Major customers such as Jingyuan Optoelectronics and Huashang Optoelectronics are important promoters of Taiwan's LED industry and grow together.
Mr. Wei: Our company's main products are based on meteorological emergency systems. Besides our use of more CPOs in the LED field, we have three-inch CVD and AVD machines in semiconductors, except for semiconductors. We also have OLED equipment, including the latest nano peninsula production equipment, so we say that our company, all of the technology is based on meteorological emergency system, then I want to focus on OCVD, at present, everyone knows our competitors, In China's existing market, global, within the global statistics, our market share is still around 40%, so for this, 60% of all LED sales currently on the market 70% of the chips are made through this, and MOCVD can also be said to be a very important device in the whole process of LEDs, so the final product plays a key role.
Reporter: Ai Siqiang is one of the largest MOCVD suppliers in the world. It has a large R&D center. What is the research direction of your company's future equipment? Is it based on high-power chips? And with the sharp increase in LED demand, Global LED spokesperson, more than six times MOCVD Group, this year, Ai Siqiang has also received the mainland Tencent, Chamber of Commerce, may I ask whether the global LED will face overcapacity this year, or a situation in which supply is in short supply, how does Ai Siqiang deal with this situation? What?
Ai Siqiang: First of all, the large size of the chip is a trend, is an inevitable trend. The second trend is that the increase in automation is a trend, that is to say we are moving from the traditional release to the current automatic release, including fully automatic, which is still a trend. The ultimate goal is to increase production capacity and reduce the cost per customer's single piece of production. For the needs of these customers, we have established a research and development center near Asia. We will officially move into this R&D center next month.
For now, everyone knows that MOCVD is very popular in our business. For the high-power chips you just mentioned, this is a more challenging problem. That is to say, the company is still mainly based on backlights. The driving force of the market, in 2014, is to say that indoor lighting will be a major application.
Reporter: I will go to such a chip in the future. Will you adjust the temperature on this to make the temperature of each piece less obvious? And those who grow out, the performance is very good?
Ai Siqiang: It is the first question for you. You are telling us that we have some customers, from the sapphire lining to the silicon lining. For the H1 device, it should be said that the difference between the two adults is not big, because it is currently For example, 70% and 80% of customers are looking for sapphire. You know that it is currently a customer like Jiangxi, and it is also the nylon of Jiangxi. It started to use H1 equipment and found it on the silicon lining, but he has Some nuances, including temperature control, including other online control systems, overall, the gap between such a separate platform for hardware customers is not very large.
Reporter: It is understood that 90% of Ai Siqiang's market is in the Asian region. How do you view the development of the Chinese market? Now, if China is to give China LEDs some consideration in technology, Ai Siqiang: That is for H1. Say, we don't discriminate against any market, whether it's the North American market, the European market, or the Chinese market, then we will provide the same quality of service according to the needs of our customers, that is, while the customer grows, we will At the same time, the corresponding growth includes technical support, personnel support, and the provision of the same level of service for North America and Europe. This is our consistent standard.
Well, everyone knows H1. Now we only have a stronghold in Shanghai, including sales, after-sales, and related services. Maybe everyone will hear H1. Within this year, we will decide to set up a base in other markets in China, including in the northern market, South. In the market, we can set up our bases to meet the needs of our customers and come to serve our customers.
Reporter: LED is very hot in the world. The development is very orderly. You just solved it. Ai Siqiang has a certain investment in OLED. In this regard, the main investment is which OLED market handles. ?
Ai Siqiang: At present, you know that H1 is mainly used to make LEDs. It is a device with tangible atoms. At present, our H1 equipment is different from the current mainstream organic atomic equipment, so everyone knows now ( 00 : 11 : 22 English Translation) The equipment is mainly based on real flowers. At present, H1 also uses some machine technology to achieve some better machine goals. At present, we have cooperated with some patents, and currently with Philips, including European Lang, and some German manufacturers. Cooperation to reach the relevant products.
He didn't want to elaborate on the details of the technology, but H1 is a company that is a mass-produced device. Plastics is still in the research and development stage. Related equipment, because OLED is not the mainstream of the market, it will eventually develop our equipment to a big one. A production facility for production capacity as a target. That everyone knows that OLEDs can be used in addition to the most important display screens at present, such as new sensors, new types of solar cells, and new types of displays. Therefore, OLED is a very important development direction of H1.
Reporter: At present, some countries and regions are also developing and producing independently. MOCVD equipment is estimated to be launched in the market next year. In the face of some localized MOCVD, do we have some new ones? Strategic adjustment? At present, innovation is a concern of many companies. Then I think about the technology of MOCVD. I want to know how MOCVD and Ai Siqiang maintain some of their own patents.
Ai Siqiang: First of all, we have higher production capacity and more industrial level than MOCVD and H1 in these markets. He doesn't want to say any strategy, and next year you will see that the facts will prove some problems. Since H1 is a company of equipment, many of our patents are based on equipment. Whenever we introduce a new generation of equipment, for example, we have introduced a larger size equipment this year, there will be many patent registrations, and related patents. The purpose of the registration is to use as a weapon in our business to defeat the opponents. Of course our competitors, including some of the local production capacity of MOCVD, will be shipped to the relevant key technologies, and our own weapons can go some Strategy, including some considerations in sales strategy.
He said, that is to say the purpose of patents, whenever we see that some competitors are copying some technical facilities of H1, it will be a big risk, I think their own risks, then at a certain time, H1 will Using these weapons to fight him, he will suffer a lot of economic losses.
Reporter: At present, there are several manufacturers in the Chinese market who have very large orders. However, as far as their surface data is concerned, the share of Ai Siqiang’s orders is not large, and it is relatively small. From the perspective of your love. Look, why don't you explain this to this, the data in it, they can really, with the development of the market, they may find that after two or three years, this market is not that big, they may Equipment, what does Ai Siqiang think about this?
Ai Siqiang: From the perspective of H1, H1 has better inventory management, including some means of supply chain management. Then our company's financial system is not the same as other companies. We only receive the application certificate. As an order, each company may have signed an order, as their production, the production process, we only have to receive the customer's money, as relevant (production), so in this regard It is said that it is impossible to produce orders without paying money, so we have good experience in this area, including in 2003 and 2004, we also have relevant experience, which can flexibly control the cost of the company. Enable the company to continue.
In addition to H1's technology, we have good space management, including sales management, some internal financial controls, back to just another reporter's question, some companies just copy our technology, he will not succeed, Because he has no relevant experience to control, adapt to the peak and low peak of the entire semiconductor industry, so he will face a big risk, which makes him unable to maintain business. As you just said, we may not have a high proportion of orders, but his opinion is that in addition to the number of machines you have to look at, you have to consider the capacity of a single unit, including the quality of the product. . So far, H1's entire technology, including some experience in MOCVD, still ranks first in the world.
Reporter: Do I think that it is mainly two points, one is your financial aspect, that is to say your company, the rigor of your German company itself, only to get the first batch of orders, only to include it in your Data, the second of your chips, although the amount is small, but his production capacity is very large.
Ai Siqiang: You are right, the first one is a function of our financial system, the second is that our production capacity is relatively large, and customers may make corresponding adjustments.
Reporter: In the next three years, the mainstream of MOCVD equipment is the mainstream of how many motors. At present, some enterprises are 68-chip machines. How do you judge this problem?
Ai Siqiang: As I just said, of course, the quantity is outside the indicator. Then we have to consider other problems, time, the second is the quality of the products produced, what is the rate of equipment grafting? This is a problem. Considering the comprehensive consideration, the capacity of a single group. Although our company has a two-year plan for product design, in addition to the limitations of our own research capabilities, we will promote related products according to market demand.
Reporter: It is understood that the new nanopore has a great increase in its market share in China. Does Ai Siqiang have any concerns in this regard, and nanopore will surpass Ai Siqiang in this respect? There is still a problem, there is a point of view. This is the case, whether Ai Siqiang and your competitors have a certain tacit understanding, that is, in order not to increase production capacity, or to occupy the market.
Ai Siqiang: First answer your second question. Ai Siqiang has no contact with our competitors, including no contact on the cost of sales, no agreement, no technical cooperation, the second In a market like this, whether it is the semiconductor market or other markets, at least two suppliers are needed, so for our suppliers, for customers, A very good competitive environment, everyone can promote each other and improve each other. He is very happy that this situation continues, although there are two suppliers, but I have better products, better strategies, better services for customers.
Reporter: Your competitor's new K46I, their wheels are flat. According to them, they have to stop and clean. They are all kind of. Are you like this?
Ai Siqiang: You know that we are now launching the G5 device, and there is no need to maintain and clean it. At this point, it is the degree of automation I just mentioned, and it can compete. Let me add one more point. He just talked about the degree of automation. At present, H1 includes a development direction of MOCVD. You know that our company has a semiconductor factory in addition to the MOCVD factory in Germany. At present, we are in addition to the company. In addition to the internal allocation of related resources, including our cooperation with other semiconductors, that is, traditional IC suppliers, we know that IC chips are much more complicated than LEDs, and we are continuing to cooperate with them. Related product development, compared to the degree of automation you just said, may be in the previous generation of products, we have some backward, that is, at present, it is completely comparable.
Reporter: As the leader of the LED industry, as far as the development of the industry is concerned, what kind of material will be led to this LED technology in the future? Or what kind of structure will you target? What kind of experiment does this piece do?
Ai Siqiang: Well, everyone knows that Confucian Yingling material is a material produced, and we are very clear about the principle of the luminescence of these compound materials. In the future, we will introduce some organic atoms into the machine, and the organic atom will become a machine. The advantage is that, at present, it is all plane, then we can make some flexible machine version, and carry out research on the related aspects of the drive of the optical drive. If you are interested in related products, you can go to some of the information of some scientists in the past to check these books, Professor Marco's name, we can see a lot of new information, including new technical directions, he also said that he If you have a new one, you will go to that website.
Reporter: You just said that Ai Siqiang's technology and strategy market is very good, but no problem is the biggest problem, so what are you most concerned about?
Ai Siqiang: The biggest problem is that although the whole market is very hot now, the rising trend is also very fast. How to make H1 interact with related suppliers and related customers in such a situation, so that the whole The market is kept in a relatively stable state, that is to say it is not straight up and down. Such a state is a key point to be considered by H1. Although we have said that the supply situation of the whole company is not bad, it is based on the fact that the current manpower range, but after the company develops, how to recruit the same outstanding talents in the market, including the newly graduated college students, excellent Talent is a very important issue. That is the big problem at present, that is, how to get some better fresh blood in the outside market. He just said that everyone Mark is a vice president of our company. He is also a professor at Yasheng University of Technology. Besides doing his job, he still observes which people can be used. Then he has to recruit our company. This is also An important issue to consider.
Reporter: In 2009, the German government was a localization of MOCVD. This hardware has already been introduced. Is it possible for Ai Siqiang to cooperate with local MOCVD equipment manufacturers? Is there any plan for this?
Ai Siqiang: He said, in principle, it still does not, because from the entire organizational structure of H1, regardless of our entire supplier, the entire research system is in Germany, including related research and development capabilities, including testing The ability is in Germany, so at present, it is not easy to transfer the whole focus to China.
Reporter: Many people have said that MOCVD equipment may not be realized after such large-volume orders. For your equipment manufacturers, facing the future, the industry may be developing, although the downstream of this industry is developing. Constant state, but the chip in front, the upstream chip production, has basically stopped production capacity, not completely stopped, anyway, it is slow, then your equipment, this supply is less, you are here, the future What are you doing in the year?
Ai Siqiang: In the semiconductor industry, we all know that many products are designed and have intellectual property rights, but many things are outsourced to make some adjustments to the company's financial situation. We have more flexibility. The blood has reduced our financial pressure, and H1 has more than 20 years of history. After experiencing a lot of climaxes and low tides, I believe that H1 can face an environment that may come. So far, he has not seen that this phenomenon will happen.
Then we know that in 1999, a certain company merged with Thomas 1 (transliteration) company. At present, the Thomas 1 brand is already in our company's application, completely two, regardless of this CCI system, it is in H1. Under the brand, for H1, this is two equally important brands. We don't have a focus. Then we saw that we launched 55 machines and 56 machines, all of which were launched at the same time. We pushed a product and didn't push another product. It was based on the customer's needs, including some of the customer's usage habits. Some of his patents demanded the product, including from the perspective of our sales. The customer's experience to sell the product is not to say that the company has any focus, based on the customer's needs.
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