News: Suppliers
23 July 2025
Riber’s first-half revenue falls 22% year-on-year to €10.7m
For first-half 2025, molecular beam epitaxy (MBE) system maker Riber S.A. of Bezons, France has reported revenue of €10.7m, down 22% on €13.7m in first-half 2024.
The firm reiterates that its business activity is subject to seasonal trends, with revenue structurally lower in the first half of the year.
MBE Systems revenues fell 17% year-on-year from €9.4m to €7.8m, reflecting the delivery schedule agreed with customers for systems on order in 2025. This corresponds to the delivery of three machines, including two production systems, compared with three production systems in the same period last year.
Services & Accessories revenue fell 31% from €4.3m to €3m, due primarily to a temporary decline in research-related orders, particularly in the USA, against a backdrop of tighter budgets in universities and research laboratories.
Of total revenue, 70% came from Asia, 15% from Europe and 13% from North America.
Order book falls by 23% year-on-year
Riber says that, despite ongoing geopolitical tensions and regulatory constraints, it maintained strong commercial momentum in first-half 2025.
Riber secured five new system orders, including the first order for ROSIE, its new 300 mm silicon photonics platform, which recently entered its industrialization phase.
The MBE Systems order book fell by 25% year-on-year, from the high base of €30.2m at end-June 2024 to €22.5m at end-June 2025. This includes nine systems, of which six are production machines. The drop is due mainly to the denial of two export licenses, representing €4m in unbooked orders, and longer license approval timelines, which delayed the booking of already-identified orders.
The Services & Accessories order book is down by 11% from €5.8m to €5.2m.
The total order book is therefore down 23% from €36m at end-June 2024 to €27.7m at end-June 2025.
Full-year outlook
Riber expects order intake to improve in second-half 2025, driven by major global investment programs in the semiconductor industry.
It also expects to benefit from the ramp-up of its ROSIE (Riber Oxide on SIlicon Epitaxy) platform, a new technology for silicon-based integrated photonics. Following the signing of a strategic partnership with the Denmark-based Novo Nordisk Foundation Quantum Computing Programme (NQCP) and the first unit sale, Riber aims to leverage growing interest from both research institutions and industrial players for solutions compatible with silicon fabrication lines.
While short-term momentum in research-related services & accessories remains uncertain, the systems business is expected to remain broadly stable in 2025.
Given the current order book for delivery this year and the upcoming business opportunities, Riber hence expects to generate full-year revenue of over €40m in 2025, down only slightly on 2024’s €41.2m.
Earnings for first-half 2025 will be issued on 25 September.
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