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* Danke fürs Reinlassen. Rising star(t).
Ein Danke an baggo-mh und ein Hallo (helo, 你好) an alle anderen ;-)
Ich bin immer noch "stiller Mitleser" im Aixtron Forum und werde mich melden, wenn ich etwas beitragen kann. Zunächst habe ich nur einen Link zu einem weiteren Standbein von Aixtron.
Can Germany’s Auto Industry Keep Pace?
[...] Germany has a number of semiconductor manufacturing equipment suppliers, led by Aixtron, headquartered in Herzogenrath. There is also Stuttgart-based Exyte, which specializes in building wafer fabs and other high-tech facilities. [...]
I posted the news about AMTC's ROY LED epiwafers plant on Dec 12, 2019. This is a Jan. 9 update by the Chnia's Jianxii province news. Zhaoch Semi mentioned is the subsidiary of AMTC:
"Not long ago, Jiangxi Zhaochi Semiconductor Co., Ltd. invested an additional 1 billion yuan in the Nanchang High-tech Zone to build the first-phase production project of red and yellow LED epitaxial wafers and chips. This is the company's another investment in Nanchang High-tech Zone following the R & D and production of blue-green LED epitaxial wafers and chips settled in 10 billion yuan in 2017. According to reports, the project is expected to be officially put into production in August this year, when the annual output will reach 600,000 4 inch red and yellow light epitaxial wafers and supporting chip production capacity, the packaged products are mainly used in general lighting, backlight display and other fields. After the full production of this year's equipment, the company's blue-green LED epitaxial wafer and chip projects are expected to reach an annual output of 6 million 4-inch epitaxial wafers and their supporting chips. It is expected that the company's annual output value will reach 6 billion yuan."
The way I understood the Samsung news was that there will be 2 differently sized lines in 2 different sites. The first one a conversion of an existing LCD Gen 8 plant. For this one they are currently ordering machinery.
The second plant is scheduled to start production in 2022 (1 year later) with a panel size of 10 or 10.5.
If we see an order from Samsung in the coming months, it will be for a pre-production tool to demonstarte scalability. In that context it is not surprising to me that Aixtron and OVPD is not mentioned when current machinery for the conversion of plant 1 (Gen 8) is being ordered.
In my opinion too OVPD is do or die with Samsung. Fel has outined that it will be positive in any case, short term if it is stopped (25 million savings to the bottom line) or long term is the pre-production tool is ordered and much better if we see production orders worth XXX millions.
Agree with CWL1 assesment and would like to add 2 points of my own.
1.) Currently the OVPD Gen 2 system is being altered to accomodate Samsung's requests.
2.) Would any Chinese (or other nationality) company be interetsed in a technology that Samsung has not qualified, when Samsung was involed in "designing" the equipment, and when you want to compete with them?
I my opinion not.