Citigroup analyst Timothy Arcuri on the 14th in China, an important organic metal chemical vapor deposition system (MOCVD) equipment procurement subsidy policy may expire in the first half of 2011, will MOCVD equipment manufacturer Veeco The investment rating of Instruments Inc. was reduced to “wait and see†and the target price was revised down from $52 to $50. Arcuri pointed out that Veeco's orders will probably peak in the current season and the next quarter, mainly because customers will take action before the subsidy expires.
Arcuri believes that Veeco's customers should also be aware that the subsidy policy may expire, and they have begun to place large orders to prevent a change in the situation. He also said that the mainland's MOCVD equipment purchase subsidy policy has reached the default goal. In 2010, the mainland's MOCVD equipment installation volume has grown to about 325 units, and a backlog of 200 units has not been installed; orders from mainland manufacturers are enough to make installations. Rise to 525 or slightly higher.
28a Kaufman Brothers on the 14th, based on the recent industry outlook of the P/E ratio, the investment rating of the German organic metal chemical vapor deposition system (MOCVD) equipment supplier AIXTRON AG was reduced to “wait and seeâ€. The security also pointed out that there may be a shortage of sapphire substrates, which will delay some of the demand for MOCVD equipment in 2011.
Veeco, a constituent of the Philadelphia Semiconductor Index, plunged 15.57% on the 14th, closing at $42.19, the biggest loser in 30 constituent stocks, the lowest since November 23. AIXTRON fell 4.18% to close at $35.76.
The research firm Shuiqing Muhua Research Center (ResearchInChina) pointed out on July 6th that the shipment of MOCVD equipment is expected to reach 662 units in 2010 (2010), equivalent to the total shipments in the past three years, and in 2011 Shipments will even climb further. MOCVD equipment costs about $1 million to $2 million each, and the mainland government provides up to 50% subsidies to boost local LED investment activities and MOCVD purchases. In 2010, the number of MOCVD equipment registered by the NDRC was close to 700, and some manufacturers have not even waited until the subsidy is available. However, since MOCVD equipment is a market dominated by AIXTRON and VEECO, the waiting time for orders has been delayed in 2012, when capacity cannot keep up with demand.
The SCSI interface is a general interface, which can connect the host adapter and eight SCSI peripheral controllers on the SCSI bus. The peripheral devices can include disk, tape, CD-ROM, rewritable optical disk drive, printer, scanner and communication equipment, etc.
â— SCSI is a multi task interface with bus arbitration function. Multiple peripherals attached to a SCSI bus can work at the same time. Devices on the SCSI share the bus equally.
â— the SCSI interface can transmit data synchronously or asynchronously, the synchronous transmission rate can reach 10MB / s, and the asynchronous transmission rate can reach 1.5mb/s.
â— when the SCSI interface is connected to an external device, its connecting cable can be as long as 6m.
Small computer system interface (SCSI) is an independent processor standard used for system level interface between computer and intelligent devices (hard disk, floppy drive, optical drive, printer, scanner, etc.). SCSI is an intelligent universal interface standard
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