Veeco and competitor Aixtron ( AIXG) are the only vendors of significance selling MOCVD reactors to growing LED manufacturers.

FORBES: Tech Mega-Trend Sheds Light On Big Profit Potential

On the LED chip-supply side there's also Seoul Semiconductor, and there are LED semiconductor tool makers, like Germany's Aixtron and Emcore Corp.

FORBES: The LED Illumination Revolution

Shares of LED equipment maker Aixtron are trading sharply lower after the company reduced its full year revenue guidance, citing increasing short-term market uncertainty.

FORBES: Aixtron Cuts Guidance On Weak LED Market; Shrs Plunge

Shares of the LED equipment providers Aixtron and Vecco Instruments are trading sharply higher this morning after Deutsche Bank analyst Vishal Shah this morning raised his ratings on both companies to Buy from Hold.

FORBES: Veeco, Aixtron Shares Rally As Deutsche Bank Ups Ratings