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In September last year, Aisi stressed that the 2011 financial forecast was lowered, with a reduction of 33% to 20%, which is higher than the market estimate of 27%. At the same time, the estimated amount for subsequent machine orders has dropped from 220 million euros to 100 million euros.
Choosing to try a new marketing model in a market downturn is a new direction for manufacturers to seek market breakthroughs. But the essence of the decline in demand in the MOCVD market is not the over-price, but the overcapacity.
The rental market is not a permanent cure?
The financial leasing model means that the equipment company has sold the equipment to the leasing company as a form of leasing to the customer, and has no relationship with the equipment supplier.
"The use of leasing is basically a temporary solution to the problem." Insiders pointed out that Ai Siqiang should invest in research and development to enhance its advantages rather than in the marketing model. “Before VEECO was not as good as him, but in the past three years, VEECO has begun to transcend. Ai Siqiang’s products have different advantages from VEECO. But in the past two years, Ai Siqiang’s research and development efforts are obviously not strong VEECO. Since VEECO launched K465i, especially In the Asian market, Ai Siqiang's market share began to feel the pressure."
“As a listed company, he needs a new sales strategy to maintain performance growth, and this is also a new market placeholder strategy.†Yawei Lang’s vice president Shen Guang believes that Ai Siqiang’s strategy of adopting financial leasing is because of its strategy. Feel the competitive pressure of the market. He also pointed out that in recent years, many equipment manufacturers at home and abroad have entered the MOCVD market. If all goes well, it is possible that these enterprises will have batch equipment put into production next year. Therefore, now that Ai Siqiang wants to maintain its market position, it must open a new marketing model to seize the opportunity.
Wolfgang Breme, chief financial officer of Ace Strong, said in an interview that opening up the MOCVD rental market will enhance the financial flexibility of corporate customers.
However, the above-mentioned insiders pointed out that the current obstruction of MOCVD sales is not the price is too high, but the overcapacity of chip companies.
Since the government launched the MOCVD subsidy policy in 2010 (the highest subsidy of 10 million yuan per MOCVD), in order to compete for subsidies, companies have introduced MOCVD. According to the statistics of the High-tech LED Industry Research Institute, as of the end of 2011, domestic enterprises have introduced 450 new MOCVD, but the actual installed capacity is less than half. According to the reporter's understanding, the main reason is the impact of the European and American economic crisis that began last year. The LED lighting market has not achieved the expected growth, resulting in serious overcapacity in the upstream chip manufacturers and high inventory.
“The demand for equipment depends on the recovery of the end market, rather than the innovation of marketing alone.â€
According to the reporter, in the field of domestic semiconductor equipment, financial leasing is very common. But the MOCVD lease is still the first.
"MOCVD is different from other equipment. It is not rented. It also requires a lot of peripheral equipment and piping configuration. It is also costly. But the money is ultimately paid by the rental company or paid by the owner. Know. As the owner, I rent equipment, do you want to buy peripheral equipment? This is a very real problem." Many extension manufacturers said that if the rental company calculates the peripheral equipment, it is of course a good thing.
Wang Xiangwu, general manager of Ganzhao Optoelectronics, told reporters that enterprises should still be cautious in choosing to lease MOCVD. “It is okay to use the lease method as the owner if the funds are insufficient. But how to control the production capacity, how long it takes to rent is a need to think. The problem, for example, has been leased for two years, but as the market conditions change, it is finally found that one year's capacity is enough to buy a MOCVD, but the rent is still to be paid." 
Ai Siqiang: Testing the MOCVD financial leasing market
(Text / Gaogong LED reporter ) On February 9, 2012, Aisiqiang Europe Co., Ltd., one of the global MOCVD equipment manufacturing giants, announced a strategic alliance with China Minsheng Financial Leasing Co., Ltd. (MSFL) at Beijing Minsheng Bank Headquarters. Jointly develop the financial leasing market for MOCVD equipment in China.