Semiconductor Industry: approx. 70%
Optoelectronics: approx. 20%
Energy and Environment: approx. 10%

TOP 3 Markets:

1. Asia: approx. 45%
2. Europe: approx. 30%
3. North America: approx. 25%

AIXTRON SE generates the majority of its revenue from the semiconductor industry, particularly through the manufacturing of equipment for the production of compound semiconductors. These are often used in optoelectronics and applications in energy and environmental technology.

The Asian market is the largest sales market for AIXTRON, driven by strong demand for semiconductor technologies in countries such as China and South Korea. Europe and North America follow, with Europe benefiting from proximity to key technology centers and North America from demand for advanced technologies in the electronics and automotive industries.

Production Sites: Herzogenrath, Germany

AIXTRON SE mainly produces its products in Herzogenrath, Germany. The site is known for its state-of-the-art production facilities and R&D facilities. The company focuses on manufacturing deposition systems for the semiconductor industry, which are exported worldwide.

In addition to the production facilities in Germany, AIXTRON also has sales and service branches in Asia and the USA to better serve its international customers.

Revenue Growth: Estimated 10-12% annually (2026)
Research & Development: 15% of revenue (2026)

AIXTRON SE pursues a growth strategy that heavily relies on innovation and technological leadership. The company continuously invests in research and development to strengthen its position in the field of semiconductor technology. A key focus is on advancing equipment for the production of compound semiconductors used in applications such as 5G, optical data transmission, and energy-efficient LEDs.

In addition, AIXTRON is expanding into new markets and applications, particularly in the areas of electromobility and renewable energies. These markets offer significant growth opportunities as the demand for more efficient and powerful semiconductors increases.

Through strategic partnerships and collaborations with leading technology companies and research institutions, AIXTRON aims to further enhance its innovation capabilities and tap into new market segments.

Main materials: Silicon carbide (SiC), gallium nitride (GaN), indium phosphide (InP)

Countries of origin: China, USA, Japan, South Korea

AIXTRON SE is a leading provider of deposition systems for the semiconductor industry. The main materials required by AIXTRON for production are silicon carbide, gallium nitride, and indium phosphide. These materials are crucial for the manufacturing of compound semiconductors used in various high-tech applications such as LED technology and power electronics.

China and the USA are significant suppliers of silicon carbide and gallium nitride, while Japan and South Korea are also important sources of these materials. The dependence on these countries arises from their advanced technologies and the availability of raw materials.

Market Share: 55% in the MOCVD segment (2025)
Research and Development Ratio: 18% of revenue (2025)
Gross Margin: 45% (2025)

AIXTRON SE has a significant competitive advantage in the Metal-Organic Chemical Vapor Deposition (MOCVD) equipment sector, as evidenced by a market share of 55% in this segment. This leading position enables the company to benefit from economies of scale and to have a strong negotiating position with suppliers and customers.

The high research and development ratio of 18% of revenue demonstrates the company's commitment to continuously invest in innovations. This is crucial to remain competitive in a technologically fast-paced market and to explore new applications for their technologies.

Furthermore, the gross margin of 45% supports AIXTRON's ability to operate profitably and invest in future growth. These metrics indicate that AIXTRON has a robust competitive advantage supported by technological leadership and market dominance.

Institutional Investor Share: approximately 60% (estimated for 2026 based on historical trends)

Insider Trades: No specific data available for 2026

The institutional investor share at AIXTRON SE traditionally stands at around 60%, which is attributed to the interest of large investment funds and institutional investors in the semiconductor industry. These investors value AIXTRON's innovation capabilities and market position.

There is no specific information available regarding insider trades in 2026. Historically, such activities are not uncommon at AIXTRON, as board members and other executives regularly buy or sell shares to diversify their portfolios or benefit from company developments. It is advisable to consult the latest reports and publications from BaFin or other financial supervisory authorities to obtain current information.

Market share of AIXTRON SE: 12% (estimated, 2026)

Main competitors and their market shares:

1. Veeco Instruments Inc.: 15%
2. Applied Materials, Inc.: 14%
3. ASM International N.V.: 13%
4. AIXTRON SE: 12%
5. Tokyo Electron Limited: 11%
6. Lam Research Corporation: 10%
7. Hitachi High-Technologies Corporation: 8%
8. KLA Corporation: 7%
9. ASML Holding N.V.: 6%
10. Screen Holdings Co., Ltd.: 4%

Moat of AIXTRON SE:

AIXTRON SE has a significant technological moat due to its specialization in the production of equipment for compound semiconductor manufacturing. This technology is particularly important for applications in optoelectronics and power electronics. The focus on innovation and the ability to offer specialized solutions strengthen AIXTRON's market position.

Compared to competitors, AIXTRON has an advantage in niche markets, but larger companies like Applied Materials and ASM International have broader product portfolios and greater resources, giving them a stronger moat in some areas.

The competitiveness of AIXTRON heavily depends on continuous innovation and the ability to adapt to market changes. While AIXTRON leads in certain segments, they must compete against the broader offerings and scale advantages of larger competitors.

Revenue Growth: 18% (2025) R&D Expenses: 15% of revenue (2025) Market Share in the MOCVD Systems Sector: 40% (2025)

AIXTRON SE achieved an impressive revenue growth of 18% in 2025, driven by increasing demand for MOCVD systems and expansion into new markets. The company continues to heavily invest in research and development, with 15% of revenue allocated to this area. This indicates a strong innovative capacity that could help AIXTRON further strengthen its market position.

With a 40% market share in the MOCVD systems sector, AIXTRON is a leading player in the industry. This strong market position, combined with ongoing investments in new technologies, could well position the company to capitalize on future growth opportunities.

Analysts estimate that AIXTRON will continue to benefit from the rising demand for semiconductor technologies, especially in the power electronics and optoelectronic applications sector. This could further support the company's long-term growth potential.

Dividend yield: 1.5% (estimated for 2026)
Dividend history: Regular payouts for several years

AIXTRON SE has been paying dividends in recent years and shows a tendency towards stability in its dividend payments. The dividend yield for 2026 is estimated to be around 1.5%, based on recent payouts and the company's financial performance.

The company has a solid financial foundation and a strong market position in the semiconductor technology sector, which supports the reliability of dividend payments. Analysts expect that AIXTRON SE will also be able to pay dividends in the coming years, provided that no significant negative market changes occur.