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Wer immer noch Zweifel hat ob Cree - Aixtron Kunde ist möge dies bitte lesen und interpretieren.
Aus dem Cree - CC We have more to share on these efforts over the next several months and expect the name change to be complete sometime in the next few quarters. Our 200-millimeter team has made solid progress, and in fact, has made substantial breakthroughs in 2020. As a result, we have decided to forgo our original plan to initially open up the Mohawk Valley Fab at 150 millimeters. And instead, we?ll begin ramping Mohawk Valley directly with 200-millimeter silicon carbide substrates in the first half of calendar ?22, establishing the world?s first 200-millimeter silicon carbide fab and further differentiating us from the competition.
Aus dem Aixtron - CC
David O'Connor Okay. Okay. No, that's helpful. And then maybe just for my last question on the silicon carbide side. One of your customers recently announced the move to 8-inch SiC wafers. Does that change in any way how other customers think of their silicon carbide road map? And can this in any way help you crack some of these other customers? Felix Grawert Yes. That's a very good question. So this is a very interesting trend in the market. Initially, the focus of the entire industry was on silicon carbide 6-inch. Now everybody sees that especially in the last 1, 1.5 years, the plan of all the car OEMs worldwide towards electrification has significantly accelerated. I think we are now clear, everything will become electric. It's just a question of when it becomes electric. And we have also seen in the last one-year that all the car OEMs are significantly pulling in their time line for electrification. I think that was a major change that we saw in the automotive industry in the year 2020. And with that, now for the semiconductor industry, it also becomes very clear that very soon, there will be very significant volume of MOSFET for the drivetrain of all these electric vehicles. And this has now put a push on the faster and 8-inch adoption because for the adoption of 8-inch, a new wafer size, the market needs to be big enough. And suddenly, throughout the year of 2020, the expectations on that market have become big enough. And with that, customers are now pulling in the conversion from 6-inch to 8-inch. It was initially planned around 2024, 2025. And many customers are now talking about the adoption 1 to 1.5 years earlier than that. So the adoption will be somewhere between 2022 to 2024. That creates now a new dynamic. Everybody is now starting to make that plan for the 8-inch transition. And here, AIXTRON has a unique position and we believe, as you have indicated in your question, that we can exploit that as our clear strategy to exploit that because in our Planetary equipment, we typically also in gallium nitride, can both load 6-inch wafers and 8-inch wafers. The reactor furniture needs to be a little bit retrofit. It's a small kit, costs like ?100,000, ?200,000. I mean it's a small fraction of the total price of the tool and then the tool can be retrofitted. And with this, we are currently now working on, let me say, revision of our tools, which is both 8-inch and 6-inch capable. We had in first discussions with customers on the tool, actually first customers have purchased the tool already. We plan to ship it early in 2022, standing already on our shop floor here. And that tool will then be both 6- and 8-inch capable. And it will give us an additional value proposition and an additional angle to approach and address more customers or to crack into those customers where we are not a tool of record yet. That's clearly part of our strategy.
6 inches = 150mm
8 Inches = 200mm
Gruß
  baggo-mh
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