Summary
This report describes the semiconductor equipment markets for more than 24 different sectors and profiles 43 leading equipment suppliers in the U.S., Europe, and Asia. Market shares for each company for each sector are presented, and each sector is forecast.
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Table of Contents
Chapter 1 Introduction 1-1
Chapter 2 Semiconductor Industry Driving Forces 2-1
2.1 Introduction 2-1
2.2 Foundries 2-2
2.2.1 Foundry Capex Trends 2-2
2.2.2 Foundry Revenue Growth 2-4
2.2.3 Foundry Market Share 2-6
2.2.4 Revenue Growth by Foundry 2-7
2.2.5 Global Foundry / Logic Lithography Demand 2-8
2.2.6 Global Foundry Equipment Demand By Type 2-8
2.2.7 TSMC Wafer Price By Node 2-8
2.2.8 Foundry Technology Linewidth Roadmap 2-15
2.2.9 Capacity trend by linewidth 2-15
2.2.10 Capacity ratio by region 2-15
2.3 DRAM 2-20
2.3.1 Present and Future Capacity of DRAM by Manufacturer 2-20
2.3.2 DRAM Revenue Demand Forecast By Application 2-20
2.3.3 DRAM Market Shares 2-24
2.3.4 DRAM Capex 2-25
2.4 NAND 2-27
2.4.1 NAND Revenue Demand Forecast By Applications 2-27
2.4.2 NAND Market Shares 2-31
2.4.3 3D NAND Capacity 2-31
2.5 China 2-35
2.5.1 China’s Semiconductor Infrastructure 2-35
2.5.2 China’s Semiconductor Market 2-36
2.5.3 China’s IC Production 2-37
2.5.4 China’s IC Consumption 2-41
2.5.5 China’s IC Production/Consumption Ratio 2-41
2.5.6 China’s IC Import Requirements 2-41
2.5.7 China’s IC Supply/Demand 2-41
2.5.8 China’s IC Fab Capacity 2-46
2.5.9 China’s IC Fab Capacity by Region 2-46
2.5.10 China’s 8- And 12-Inch Fabs and Foundries 2-46
2.5.11 China’s IC Fab Capacity by Wafer Size 2-46
2.5.12 China’s IC Fab Capacity by Geometry 2-46
2.5.13 China’s IC Production by Type 2-53
Chapter 3 Market Business Sectors Shares and Forecast 3-1
3.1 AMHS Market Shares and Forecast 3-1
3.2 CMP Market Shares and Forecast 3-4
3.3 Clean Market Shares and Forecast 3-7
3.3.1 Plasma Strip 3-8
3.3.2 Spray Processors 3-11
3.3.3 Wet Stations 3-14
3.4 Deposition Market Shares and Forecast 3-17
3.4.1 ALD 3-18
3.4.2 Epitaxy 3-21
3.4.3 MOCVD 3-24
3.4.4 LPCVD (non-tube) 3-27
3.4.5 LPCVD (tube) 3-30
3.4.6 PECVD 3-33
3.4.7 PVD 3-36
3.5 Ion Implantation Market Shares and Forecast 3-39
3.6 Lithography Market Shares and Forecast 3-42
3.6.1 Direct-Write E-Beam Lithography 3-43
3.6.2 Mask-Making Lithography 3-46
3.6.3 Steppers 3-49
3.7 Oxidation/Diffusion Market Shares and Forecast 3-52
3.8 Photoresist Processing (Track) Market Shares and Forecast 3-55
3.9 RTP Market Shares and Forecast 3-58
3.10 Plasma Etch Market Shares and Forecast 3-61
3.10.1 Dielectric 3-62
3.10.2 Conductor 3-65
3.11 Process Control Market Shares and Forecast 3-68
3.11.1 Lithography Metrology 3-69
3.11.2 Thin-Film Metrology 3-72
3.11.3 Wafer Inspection and Defect Review 3-75
Chapter 4 U.S. Semiconductor Equipment Suppliers - Profiles 4-1
4.1 Applied Materials 4-1
4.1.1 Business Sectors Covered In The Market Analysis Chapter 4-1
4.1.2 Company Profile 4-2
4.1.3 Company Financials 4-12
4.2 Axcelis Technologies 4-13
4.1.2 Business Sectors Covered In The Market Analysis Chapter 4-13
4.2.2 Company Profile 4-13
4.2.3 Company Financials 4-16
4.3 KLA 4-17
4.3.1 Business Sectors Covered In The Market Analysis Chapter 4-17
4.3.2 Company Profile 4-17
4.3.3 Company Financials 4-19
4.4 Lam Research 4-20
4.4.1 Business Sectors Covered In The Market Analysis Chapter 4-20
4.4.2 Company Profile 4-20
4.4.3 Company Financials 4-27
4.5 Mattson Technology 4-28
4.5.1 Business Sectors Covered In The Market Analysis Chapter 4-28
4.5.2 Company Profile 4-28
4.5.3 Company Financials 4-30
4.6 Opto Innovation 4-31
4.6.1 Business Sectors Covered In The Market Analysis Chapter 4-31
4.6.2 Company Profile - Nanometrics 4-31
4.6.3 Sectors Covered In The Market Analysis Chapter 4-35
4.6.4 Company Profile – Rudolph Technologies 4-35
4.6.5 Company Financials 4-38
4.7 Veeco 4-39
4.7.1 Business Sectors Covered In The Market Analysis Chapter 4-39
4.7.2 Company Profile 4-39
4.7.3 Company Financials 4-42
Chapter 5 European Semiconductor Equipment Suppliers - Profiles 5-1
5.1 Aixtron 5-1
5.1.1 Business Sectors Covered In The Market Analysis Chapter 5-1
5.1.2 Company Profile 5-1
5.1.3 Company Financials 5-3
5.2 ASM International 5-4
5.2.1 Business Sectors Covered In The Market Analysis Chapter 5-4
5.2.2 Company Profile 5-4
5.2.3 Company Financials 5-7
5.3 ASML 5-8
5.3.1 Business Sectors Covered In The Market Analysis Chapter 5-8
5.3.2 Company Profile 5-8
5.3.3 Company Financials 5-12
5.4 Carl Zeiss 5-13
5.4.1 Business Sectors Covered In The Market Analysis Chapter 5-13
5.4.2 Company Profile 5-13
5.4.3 Company Financials 5-15
5.5 Camtek 5-16
5.5.1 Business Sectors Covered In The Market Analysis Chapter 5-16
5.5.2 Company Profile 5-16
5.5.3 Company Financials 5-18
5.6 EV Group 5-19
5.6.1 Business Sectors Covered In The Market Analysis Chapter 5-19
5.6.2 Company Profile 5-19
5.6.3 Company Financials 5-21
5.7 LPE 5-22
5.7.1 Business Sectors Covered In The Market Analysis Chapter 5-22
5.7.2 Company Profile 5-22
5.7.3 Company Financials 5-22
5.8 Mycronic 5-23
5.8.1 Business Sectors Covered In The Market Analysis Chapter 5-23
5.8.2 Company Profile 5-23
5.8.3 Company Financials 5-24
5.9 Nova Measuring Instruments9 5-25
5.9.1 Business Sectors Covered In The Market Analysis Chapter 5-25
5.9.2 Company Profile 5-25
5.9.3 Company Financials 5-29
5.10 Oerlikon / Evatec 5-30
5.10.1 Business Sectors Covered In The Market Analysis Chapter 5-30
5.10.2 Company Profile 5-30
5.10.3 Company Financials 5-31
5.11 Semilab 5-32
5.11.1 Business Sectors Covered In The Market Analysis Chapter 5-32
5.11.2 Company Profile 5-32
5.11.3 Company Financials 5-33
Chapter 6 Asian Semiconductor Equipment Suppliers - Profiles 6-1
6.1 ACM Research 6-1
6.1.1 Business Sectors Covered In The Market Analysis Chapter 6-1
6.1.2 Company Profile 6-1
6.1.3 Company Financials 6-3
6.2 Advantest 6-4
6.2.1 Business Sectors Covered In The Market Analysis Chapter 6-4
6.2.2 Company Profile 6-4
6.2.3 Company Financials 6-5
6.3 AMEC 6-8
6.3.1 Business Sectors Covered In The Market Analysis Chapter 6-8
6.3.2 Company Profile 6-8
6.3.3 Company Financials 6-9
6.4 Avaco 6-10
6.4.1 Business Sectors Covered In The Market Analysis Chapter 6-10
6.4.2 Company Profile 6-10
6.4.3 Company Financials 6-11
6.5 Canon 6-12
6.5.1 Business Sectors Covered In The Market Analysis Chapter 6-12
6.5.2 Company Profile 6-12
6.5.3 Company Financials 6-14
6.5.6 Canon Anelva 6-16
6.6.1 Business Sectors Covered In The Market Analysis Chapter 6-16
6.6.2 Company Profile 6-16
6.6.3 Company Financials 6-17
6.7 Daifuku 6-18
6.7.1 Business Sectors Covered In The Market Analysis Chapter 6-18
6.7.2 Company Profile 6-18
6.7.3 Company Financials 6-19
6.8 Ebara 6-20
6.8.1 Business Sectors Covered In The Market Analysis Chapter 6-20
6.8.2 Company Profile 6-20
6.8.3 Company Financials 6-22
6.9 Eugene Technology 6-24
6.9.1 Business Sectors Covered In The Market Analysis Chapter 6-24
6.9.2 Company Profile 6-24
6.9.3 Company Financials 6-25
6.10 Hitachi High-Technologies 6-26
6.10.1 Business Sectors Covered In The Market Analysis Chapter 6-26
6.10.2 Company Profile 6-26
6.1.3 Company Financials 6-28
6.10 Hitachi Kokusai Electric 6-29
6.11.1 Business Sectors Covered In The Market Analysis Chapter 6-29
6.11.2 Company Profile 6-29
6.11.3 Company Financials 6-30
6.12 Hwatsing 6-31
6.12.1 Business Sectors Covered In The Market Analysis Chapter 6-31
6.12.2 Company Profile 6-31
6.12.3 Company Financials 6-31
6.13 JEOL 6-32
6.13.1 Business Sectors Covered In The Market Analysis Chapter 6-32
6.13.2 Company Profile 6-32
6.13.3 Company Financials 6-33
6.14 Jusung Engineering 6-33
6.14.1 Business Sectors Covered In The Market Analysis Chapter 6-34
6.14.2 Company Profile 6-34
6.14.3 Company Financials 6-35
6.15 KC Tech 6-36
6.15.1 Business Sectors Covered In The Market Analysis Chapter 6-36
6.15.2 Company Profile 6-36
6.15.3 Company Financials 6-37
6.16 Lasertec 6-38
6.16.1 Business Sectors Covered In The Market Analysis Chapter 6-38
6.16.2 Company Profile 6-38
6.16.3 Company Financials 6-39
6.17 Murata Machinery 6-40
6.17.1 Business Sectors Covered In The Market Analysis Chapter 6-40
6.17.2 Company Profile 6-40
6.17.3 Company Financials 6-41
6.18 Murata Machinery 6-42
6.18.1 Business Sectors Covered In The Market Analysis Chapter 6-42
6.18.2 Company Profile 6-42
6.18.3 Company Financials 6-44
6.19 Nikon 6-45
6.19.1 Business Sectors Covered In The Market Analysis Chapter 6-45
6.19.2 Company Profile 6-45
6.19.3 Company Financials 6-46
6.20 Nippon Sanso 6-48
6.20.1 Business Sectors Covered In The Market Analysis Chapter 6-48
6.20.2 Company Profile 6-48
6.20.3 Company Financials 6-49
6.21 Nissin Ion Equipment 6-50
6.21.1 Business Sectors Covered In The Market Analysis Chapter 6-50
6.21.2 Company Profile 6-50
6.21.3 Company Financials 6-50
6.22 NuFlare Technology 6-51
6.22.1 Business Sectors Covered In The Market Analysis Chapter 6-51
6.22.2 Company Profile 6-51
6.22.3 Company Financials 6-52
6.23 Piotech 6-53
6.23.1 Business Sectors Covered In The Market Analysis Chapter 6-53
6.23.2 Company Profile 6-53
6.23.3 Company Financials 6-53
6.24 PSK 6-54
6.24.1 Business Sectors Covered In The Market Analysis Chapter 6-54
6.24.2 Company Profile 6-54
6.24.3 Company Financials 6-55
6.25 Raintree Scientific Instruments 6-56
6.25.1 Business Sectors Covered In The Market Analysis Chapter 6-56
6.25.2 Company Profile 6-56
6.25.3 Company Financials 6-57
6.26 Screen Semiconductor Solutions 6-58
6.26.1 Business Sectors Covered In The Market Analysis Chapter 6-58
6.26.2 Company Profile 6-58
6.26.3 Company Financials 6-60
6.27 SEMES 6-61
6.27.1 Business Sectors Covered In The Market Analysis Chapter 6-61
6.27.2 Company Profile 6-61
6.27.3 Company Financials 6-62
6.28 SEN 6-63
6.28.1 Business Sectors Covered In The Market Analysis Chapter 6-63
6.28.2 Company Profile 6-63
6.28.3 Company Financials 6-63
6.29 TES 6-64
6.29.1 Business Sectors Covered In The Market Analysis Chapter 6-64
6.29.2 Company Profile 6-64
6.29.3 Company Financials 6-65
6.30 Tokyo Electron 6-66
6.30.1 Business Sectors Covered In The Market Analysis Chapter 6-66
6.30.2 Company Profile 6-66
6.30.3 Company Financials 6-69
6.31 Tokyo Seimitsu 6-70
6.31.1 Business Sectors Covered In The Market Analysis Chapter 6-70
6.31.2 Company Profile 6-70
6.31.3 Company Financials 6-71
6.32 Topcon Technohouse 6-72
6.32.1 Business Sectors Covered In The Market Analysis Chapter 6-72
6.32.2 Company Profile 6-72
6.32.3 Company Financials 6-72
6.33 Toray Engineering 6-73
6.33.1 Business Sectors Covered In The Market Analysis Chapter 6-73
6.33.2 Company Profile 6-73
6.33.3 Company Financials 6-74
6.34 Ulvac 6-75
6.34.1 Business Sectors Covered In The Market Analysis Chapter 6-75
6.34.2 Company Profile 6-75
6.34.3 Company Financials 6-76
6.35 Ushio 6-77
6.35.1 Business Sectors Covered In The Market Analysis Chapter 6-77
6.35.2 Company Profile 6-77
6.35.3 Company Financials 6-77
6.36 Wonik IPS 6-78
6.36.1 Business Sectors Covered In The Market Analysis Chapter 6-78
6.36.2 Company Profile 6-78
6.36.3 Company Financials 6-78
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List of Tables/Graphs
LIST OF TABLES
1.1 Global Wafer Front End Equipment Companies 1-2
1.2 Capex By Company 1-5
2.1 Foundry Capex ($ Millions) 2-3
2.2 Pure Play Foundry Forecast 2-5
2.3 Pure Play Foundry Revenue Shares 2-7
2.4 Foundry / Logic Lithography Demand 2-9
2.5 New Capacity Equipment Demand By Type 2-10
2.6 TSMC Wafer Price By Node – 2020-2025 2-11
2.7 TSMC Wafer Price By Node – 2025 2-12
2.8 TSMC Chip Features By Node 2-13
2.9 TSMC Top Customers By Revenue 2-14
2.10 Technology Roadmaps For China Foundries 2-16
2.11 Global Foundry Market By Linewidth 2-17
2.12 Foundry Capacity By Region 2-19
2.13 DRAM Wafer Capacity Forecast by Fab - Wafers 2-21
2.14 DRAM Earnings Comparisons by Company 2-22
2.15 DRAM Revenue Demand Forecast by Application 2-23
2.16 DRAM Market Shares 2-25
2.17 DRAM Capex Forecast by Company 2-26
2.18 NAND Wafer Capacity by Fab 2-28
2.19 NAND Earnings Comparison by Company 2-29
2.20 NAND Bit Growth Demand Forecast by Application 2-30
2.21 NAND Market Shares 2-32
2.22 Average Selling Prices (ASPs) Forecast 2-33
2.23 NAND Capex Forecast By Company 2-34
2.24 China Manufacturing Capacity 2-38
2.25 Chinese Equipment Suppliers And Top Foreign Supplier 2-39
2-26 China’s 8- And 12-Inch Fabs and Foundries 2-49
3.1 AMHS Market Forecast 3-2
3.2 CMP Market Forecast 3-5
3.3 Plasma Strip Market Forecast 3-9
3.4 Spray Processors Market Forecast 3-12
3.5 Wet Stations Market Forecast 3-15
3.6 ALD Market Forecast 3-19
3.7 Epitaxy Market Forecast 3-22
3.8 MOCVD Market Forecast 3-25
3.9 LPCVD (non-tube) Market Forecast 3-28
3.10 LPCVD (tube) Market Forecast 3-31
3.11 PECVD Market Forecast 3-34
3.12 PVD Market Forecast 3-37
3.13 Ion Implantation Market Forecast 3-40
3.14 Direct-Write E-Beam Lithography Market Forecast 3-44
3.15 Mask-Making Lithography Market Forecast 3-47
3.16 Steppers Market Forecast 3-50
3.17 Oxidation Market Forecast 3-53
3.18 Photoresist Processing (Track) Market Forecast 3-56
3.19 RTP Market Forecast 3-59
3.20 Dielectric Etch Market Forecast 3-63
3.21 Conductive Etch Market Forecast 3-66
3.22 Lithography Metrology Market Forecast 3-70
3.23 Thin-Film Metrology Market Forecast 3-73
3.24 Wafer Inspection and Defect Review Market Forecast 3-76
LIST OF FIGURES
1.1 Semiconductor Equipment Billings 1-6
2.1 China’s IC Production Forecast 2-40
2.2 China’s IC Consumption 2-42
2.3 China’s IC Production/Consumption Ratio 2-43
2.4 IC Import to China 2-44
2.5 China’s IC Supply/Demand 2-45
2.6 China’s IC Fab Capacity 2-47
2.7 China’s IC Fab Capacity by Region 2-48
2.8 China’s IC Fab Capacity by Wafer Size 2-51
2.9 China’s IC Fab Capacity by Geometry 2-52
2.10 China’s IC Production by Application 2-54
3.1 AMHS Market Shares 3-3
3.2 CMP Market Shares 3-6
3.3 Plasma Strip Market Shares 3-10
3.4 Spray Processors Market Shares 3-13
3.5 Wet Stations Market Shares 3-16
3.6 ALD Market Shares 3-20
3.7 Epitaxy Market Shares 3-23
3.8 MOCVD Market Shares 3-26
3.9 LPCVD (non-tube) Market Shares 3-29
3.10 LPCVD (tube) Market Shares 3-32
3.11 PECVD Market Shares 3-35
3.12 PVD Market Shares 3-38
3.13 Ion Implantation Market Shares 3-41
3.14 Direct-Write E-Beam Lithography Market Shares 3-45
3.15 Mask-Making Lithography Market Shares 3-48
3.16 Steppers Market Shares 3-51
3.17 Oxidation Market Shares 3-54
3.18 Photoresist Processing (Track) Market Shares 3-57
3.19 RTP Market Shares 3-60
3.20 Dielectric Etch Market Shares 3-64
3.21 Conductive Etch Market Shares 3-67
3.22 Lithography Metrology Market Shares 3-71
3.23 Thin-Film Metrology Market Shares 3-74
3.24 Wafer Inspection and Defect Review Market Shares 3-77