Report
Maissa Keskes ...
  • Stephane Houri

Aixtron SE : Sounding extremely bullish about its various opportunities in 2022 (SiC, GaN, MicroLED, etc.)

>Results and orders in Q4 2021 clearly higher than expected - Aixtron released its Q4 2021 results and orders yesterday, beating expectation. Sales came to € 181m (+67% y-o-y), in line with our forecast (€ 180m) and above the consensus (€ 177m). This put 2021 sales at € 429m, which is a shade above the consensus of € 425m (vs guidance for € 400/440m), reflecting +59% y-o-y growth. The Q4 gross margin reached 44%, well above the consensus of 40.5%, putting the 2021 ma...
Underlying
AIXTRON SE

Aixtron is a provider of deposition equipment to the semiconductor industry. Co.'s technology solutions are used by customers to build components for electronic and opto-electronic applications based on compound, silicon, or organic semiconductor materials. The components are used in displays, signaling, lighting, fiber optic communication systems, wireless and mobile telephony applications, optical and electronic storage devices, computing, as well and other technologies. Co. supplies to customers both full production-scale chemical vapor deposition systems and small scale systems for research and development use.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Maissa Keskes

Stephane Houri

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