AIXTRON SE Elevator Pitch: Key Takeaways
Introduction to AIXTRON by Christian Ludwig, Head of Investor Relations and Corporate Communications
Christian Ludwig, Head of Investor Relations and Corporate Communications at AIXTRON, delivers a concise yet powerful elevator pitch, highlighting the company’s impressive 40-year journey. AIXTRON has established itself as a trusted global technology leader in deposition systems, addressing transformative industries with cutting-edge solutions and a strong legacy of innovation.
Corporate Overview
- Founded: 1983, as a university spin-off from RWTH Aachen.
- Global Reach: Over 1,100 employees across nine countries, with R&D and production facilities in Germany, the UK, and Italy.
- Technology Leadership: More than 3,500 deposition systems sold worldwide, with a proven track record in Power Electronics, Optoelectronics, and Laser applications.
Key Growth Applications
AIXTRON’s product portfolio is tailored for four primary growth applications:
Power Electronics
- Silicon Carbide (SiC): Revolutionizing EV main inverters, chargers, and wind power systems.
- Gallium Nitride (GaN): Powering fast chargers, motor drives, and AI power delivery solutions.
Optoelectronics
-LED Systems: Enabling next-gen industrial displays, automotive lighting, and horticulture.
-Micro LEDs and Specialty LEDs: Transforming AR glasses, TVs, and automotive interiors.
Laser Technology
- Applications in 3D Sensing, LiDAR, and Optical Data Communication.
Growth Outlook
- Recent Growth: Robust revenue growth driven by SiC and GaN applications.
- 2025 Transition: A flat-to-slight revenue decline is expected due to market adjustments.
- Long-Term Potential: Market demand is forecasted to double by 2028/29, driven by electrification, AI, IoT, and sustainable energy trends.
Strategic Achievements and Execution
- Portfolio Evolution: Continuous upgrades with the G10 product family ensure market competitiveness.
- Market Expansion: Successfully entered the SiC market while maintaining strong shares in GaN and Optoelectronics.
- ESG Alignment: High alignment with EU Taxonomy regulations demonstrates a commitment to sustainability.
Key Megatrends and Market Drivers
- Electrification and energy efficiency.
- AI, digitization, and communication technologies.
- Internet of Things (IoT) and intelligent devices.
- Transition to advanced materials in power and display applications.
Investor Appeal
Christian Ludwig concludes by emphasizing AIXTRON’s ability to outpace market growth through superior technology and alignment with structural megatrends. He invites investors to explore the company’s unique equity story, driven by long-term profitability and sustainability.
▶️ Other videos:
Elevator Pitch: https://seat11a.com/investor-relations-elevator-pitch/
Company Presentation: https://seat11a.com/investor-relations-company-presentation/
Deep Dive Presentation: https://seat11a.com/investor-relations-deep-dive/
Financial Results Presentation: https://seat11a.com/investor-relations-financial-results/
ESG Presentation: https://seat11a.com/investor-relations-esg/
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