Question-and-Answer Session
Operator
(Operator instructions) Your first question comes from the line of Jim from Goldman Sachs. Your line is open.
Kate Kotlarsky – Goldman Sachs
Hi. This is Kate Kotlarsky for Jim Covello. I have a couple of questions. First, I wanted to ask about your guidance and try to get a sense of which markets you think are going to be driving most of the upside next quarter, whether you think that the semi-equipment and the semiconductor customers are going to be driving most of the upside, or whether you do expect something from some of your non-semi markets? I guess that is the first question.
Hans Betz
So, as far as the drivers for the next quarter, we see in essence three drivers. One is semi-equipment which is improving, of course. The other one is solar and within solar, mostly driven by a strong inverter business we see and of course, service. And as, maybe as the fourth driver, as we indicated in the last quarter call that the industrial coating, which probably will benefit first from the stimulus package, we see it growing strongly in the third quarter as well.
Kate Kotlarsky – Goldman Sachs
And as a follow-up on that, as it pertains to the solar business, it sounds like customers generally speaking in the solar space are still pretty cautious and it’s great that you guys are seeing good traction with the inverter product. Is some of this kind of share gain due to geographic exposure? Just want to get a sense for why you guys are a little bit more optimistic than maybe some of the other companies in the solar space.
Hans Betz
The reason is pretty simple. I think we have been in China for a long time. We have a strong position and I think we have a pretty strong position in Europe as well, and what we see is, in particular in China, the stimulus package given by the government is bearing fruits already, and our business and solar business in particular in China is pretty strong and keeps strong. So, it’s a different pattern, U.S. versus China for example.
Kate Kotlarsky – Goldman Sachs
Okay, that is very clear, thank you. And then just one question on the model for next quarter. Any change to the $60 million breakeven target that you guys had talked about before? And just wanted to get a sense for whether there is any change in the OpEx next quarter versus what we saw this quarter?
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