2012-09-05

Barclays Capital Announces MOCVD Chamber Shipments will Pick up in H2

Q2 2012 orders for MOCVD tools remained flattish with the trough-like Q1 numbers, according to Barclays Capital Inc. analysts confirmed at SEMICON West. Veeco and Aixtron confirm that activity is picking up into H2 2012. Sub-component suppliers to the MOCVD makers, as well as adjacent LED equipment suppliers, are anticipating gradual order growth in Q3 and Q4 2012. Key accounts that are in the process or on the cusp of placing orders in the remainder of 2012 include Sanan and 3E in China, Toyoda Gosei and Showa Denko in Japan, a little bit of E...
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