1. COMPANY SNIPPETS.............. 1

2. MAJOR PRODUCTS AND SERVICES..............2

3. SALES DATA.............. 4 Table 1: AIXTRON SE's Sales by Product Segment Worldwide (2013-2014) in Percentage for Equipment Revenues, Spares and Service Revenue.............. 4

Table 2: AIXTRON SE's Sales by Geographic Region Worldwide (2013-2014) in Percentage for Asia, Europe and Americas 5

4. COMPETITION BY DIVISION.............. 6

5. MARKET OVERVIEW.............. 9 Semiconductors.............. 9 Table 3: Global Semiconductor Market by Type (2014) - Percentage Share Breakdown by Value Sales for Analog, Discretes, DRAM, Logic Devices, Micro, NAND Flash, NOR Flash, Optoelectronics, Sensors..............9

Table 4: Market Shares of Leading Semiconductor Devices by Value Sales Worldwide (2014) - Percentage Breakdown for Application-Specific Integrated Circuits (ASIC), Application-Specific Standard Products (ASSP), Analog Semiconductors, Discrete Semiconductors, Display Drivers, DRAMs, Flash Memory (NAND and NOR), Image Sensors, and Others 10

Table 5: Integrated Circuit (IC) Fabrication Process Market by Material Type Worldwide (2014) - Percentage Share Breakdown by Value for Gas (CVD & Dry Etch), Photomask, PR & PR Ancil, Silicon Wafers, and Wet Etch & Cleaning 11

6. COMPETITIVE LANDSCAPE.............. 12 Semiconductors.............. 12 Table 6: Market Shares of Leading Semiconductor Memory Device Manufacturers by Value Sales Worldwide (2014) - Percentage Breakdown for Advantest Corporation, Applied Materials, Inc. (AMAT), ASML Holding N.V., Dainippon Screen Mfg Co., Ltd, Hitachi Ltd, KLA-Tencor Corporation, Lam Research Corporation, TE Connectivity Ltd. (TEL), and Teradyne 12

Table 7: Market Shares of Leading Semiconductor Logic Device Manufacturers by Value Sales Worldwide (2014) - Percentage Breakdown for Advantest Corporation, Applied Materials, Inc. (AMAT), ASML Holding N.V., Dainippon Screen Mfg Co., Ltd, Hitachi Ltd, KLA-Tencor Corporation, Lam Research Corporation, TE Connectivity Ltd. (TEL), and Teradyne 13

Table 8: Market Shares of Leading Semiconductor Capital Equipment Companies by Value Sales Worldwide (2014) - Percentage Breakdown for Applied Materials, ASM International, ASML, Dainippon Screen, KLA-Tencor, Lam Research, Nikon, Novellus Systems, Teradyne, Tokyo Electron and Others.............. 14 Fabless Semiconductors.............. 15 Table 9: Market Shares of Leading Fabless Semiconductor Companies in China (2014) - Percentage Breakdown by Value for AllWinner Technology Co., Ltd., BCD Semiconductor Manufacturing Ltd., CEC Huada Electronic Design Co., Ltd., Elec-Tech International (HK) Co., Ltd., GalaxyCore Inc., Hangzhou Silan Microelectronics Co., Ltd., HiSilicon Technologies Co., Ltd., Jilin Sino-Microelectronics Co., Ltd., Rda Microelectronics Inc., Spreadtrum Communications, Inc., Wuxi China Resources Semico Co., Ltd. and Others 15 Deposition Equipment.............. 16 Table 10: Market Shares of Leading MOCVD Tool Producers by Value Sales Worldwide (2014) - Percentage Breakdown for Aixtron SE, Taiyo Nippon Sanso Corporation, Veeco Instruments Inc. and Others.............. 16

Table 11: Low Pressure Chemical Vapor Deposition (LPCVD) Market by Company by Value Sales Worldwide (2014) - Percentage Breakdown for ASM International N.V., Hitachi Kokusai Electric, Inc., Tokyo Electron Ltd., and Others 17

Table 12: Market Shares of Leading Silicon Etch Systems Manufacturers by Value Sales Worldwide (2014) - Percentage Breakdown for Applied Materials, Inc., Hitachi High-Technologies Corp., Lam Research Corp., Mattson Technology, Inc., Tokyo Electron Ltd., and Others 18

Table 13: Market Shares of Leading Wafer Inspection Systems Providers by Value Sales Worldwide (2014) - Percentage Breakdown for Applied Materials, Inc., KLA-Tencor Corporation and Others.............. 19

Table 14: Market Shares of Leading Dielectric Etch Systems Manufacturers by Value Sales Worldwide (2014) - Percentage Breakdown for Applied Materials, Inc., Hitachi High-Technologies Corp., Lam Research Corp., Mattson Technology, Inc., SEMES Co., Ltd., Tokyo Electron Ltd., and Others.............. 20

Table 15: Market Shares of Leading Single-Wafer Cleaning Systems Manufacturers by Value Sales Worldwide (2014) - Percentage Breakdown for Dainippon Screen Mfg. Co., Ltd., FSI International, Inc., Lam Research Corp., SEMES Co., Ltd., and Tokyo Electron Ltd............... 21

Table 16: Market Shares of Leading Photoresist Material Manufacturers Worldwide (2014) - Percentage Breakdown for Dow Chemical Company, Fujifilm Corporation, JSR Corporation, Shin-Etsu Chemical Co. Ltd., Tokyo Ohka Kogyo Co., Ltd. (TOK) and Others.............. 22

7. RECENT INDUSTRY DEVELOPMENTS..............23