Ann: Appendix 4E - Preliminary Final Report 30 Ju, page-11

re: Ann: Appendix 4E - Preliminary Final Repo... Regarding BLK’s order for the BLG-300
The BLG-300 is configured for 20 X 2” wafers.

I read recently that AIXTRON has stated that “4 inch MOCVD equipment is expected to become mainstream next year”

AIXTRON is BLG’s main future target competitor.

Aixtrons tools have the capability to be set up for either 2” or 4” configurations

In addition, AIXTRON is bringing out a new MOCVD tool, the AIX 2800G4 HT, which can be set up either in a 42 X 2” configuration or a 6 X 6” configuration.

In other words, forgetting the RPCVD process for a moment, the configuration of the BLK-300 looks like being already somewhat dated.

It would not surprise me therefore, if one reason for the delay we are seeing in the BLK order might be due to some re-configuration and scaling up of the tool.

If not, perhaps they should seriously consider it.
As I have said before, this is a fast moving field.

Just a thought!

Cheers