Industry Research and Statistics Product Overview

January 2013

About Us

The SEMI Industry Research and Statistics group provides market data and market research reports covering semiconductor capital equipment, photovoltaic equipment, semiconductor materials, packaging materials, semiconductor, optoelectronics, and high brightness LED fabs.

For our major reports, we collect actual data from suppliers around the world following strict professional standards of confidentiality. Our reports provide trends, forecast, and outlook to help the industry make important investment, strategic, and business planning decisions.

For additional information regarding our products and our data collection program, please visit us at www.semi.org/marketinfo or contact us at mktstats@semi.org.

Market Research Reports

Semiconductor Equipment

Semiconductor Materials

• Equipment Market Data Subscription (EMDS)

• Book-to-Bill Report • WWSEMS

(1991-2012) • Book-to-Bill

(1991-2012)

• Material Market Data Subscription (MMDS)

• Photomask Report * Mar ‘13

• Silicon Reclaim Wafer Report * Feb ‘13

Fabs / Foundries

• World Fab Forecast • FabFutures • World Fab Watch

Semiconductor Packaging

• Global Semiconductor Packaging Materials Outlook 2011/2012

Notes: * These reports are included FREE with the purchase of the MMDS report, but also available as separate reports.

• China Semiconductor Packaging Market Outlook 2012/2013 New

Photovoltaic

• Worldwide Photovoltaic Equipment Market Statistics Report

Enabling Products

• Mass Flow Controller

Market Research Reports

LED

• Opto/LED Fab Watch • Opto/LED Fab Forecast

Semiconductor Equipment

Equipment Market Data Subscription

• Worldwide coverage of the semiconductor equipment market industry

• Covers 22+ equipment segments • Data is based on inputs direct from

equipment suppliers • Forecast by region and major equipment

segments • more...

Excellent tool for validating your strategic business plan!

► Book-to-Bill ► WWSEMS ► Equipment Forecast

Equipment Market Data Subscription

Independent Financial Firm

1. Proprietary company data input directly to independent accounting firm

2. Data aggregated and company confidentiality insured

3. Industry summary

report prepared

4. Reports produced and distributed Pa

rtic

ipat

ing

SEM

I Mem

ber

Methodology for Data Collection

Book-to-Bill Ratio

Monthly coverage

► Book-to-Bill ► WWSEMS ► Equipment Forecast

Equipment Market Data Subscription

Equipment Market Data Subscription

22 equipment categories

Monthly coverage

Worldwide regional coverage

► Book-to-Bill ► WWSEMS ► Equipment Forecast

Equipment Market Data Subscription

• Mask/Reticle Equipment • Wafer Manufacturing Equipment • Wafer Processing Equipment • Expose/Write Equipment • Resist Processing Equipment • Etch Equipment • Surface Conditioning Equipment • Thermal Processing Equipment • Ion Implant Equipment • CVD Equipment • Sputter Equipment • Inspection/Measurement Equipment • CMP Equipment • Assembly and Packaging Equipment • Fab Facilities Equipment • SOC/Logic Test Equipment • Memory Test Equipment • Handlers • more….

Equipment Categories

► Book-to-Bill ► WWSEMS ► Equipment Forecast

Equipment Market Data Subscription ► Book-to-Bill ► WWSEMS ► Equipment Forecast

Semiconductor Materials

Material Market Data Subscription

• Global coverage of the semiconductor material industry

• Data is based on inputs direct from material suppliers

• Covers wafer fab and packaging materials

• more…

Vital resource for your market intelligence program!

► Fab Materials ► Packaging Materials

Material Market Data Subscription

• Silicon • SOI • Photomasks • Resist • Ancillaries • Gases • Chemicals • Targets • CMP • Others

► Fab Materials ► Packaging Materials

Material Market Data Subscription

• Leadframes • Substrates • Ceramics • Bonding Wire • Die Attach • Mold Compounds • Encapsulants • Others

► Fab Materials ► Packaging Materials

Fabs / Foundries

www.semi.org/fabs

World Fab Databases

Tracks Semiconductor/HB LED/MEMS frontend fabs Details on installed capacity by fab Details on fab construction and equipment spending Includes graphs and interactive pivot tables Tracks fabs: from Ground Breaking to Upgrades/Expansion to Close

Worldwide Fab Databases

Other Columns Location Fab Type Product Type Products Technology Current Geometry Current wafer size Install Equip (date) First Silicon (date) Production (date) Construction cost Equipping cost Total cost Wafer capacity* Wafer size* Geometry* Construction spending* Equipment spending* …. …. … * On a quarterly basis.

Ownership

Company Name

Quarterly Installed Capacity

World Fab Databases

Includes graphs for trend analysis

World Fab Databases

Select to include various types

Select company or chose all

Pivot table allows for customizable views

World Fab Databases

Summary Graphs (12) & Tables (16)

Capacity by Country & Region Capacity by Company Capacity by Foundries Capacity by Wafers size and Year Capacity by Product Type and Year Capacity by Geometry and Year

Company Detail Spending by Region Spending by Company

Multiple tabs included in the speadsheet

World Fab Databases

Cut and

Paste

0

20,000

40,000

60,000

80,000

100,000

120,000

140,000

160,000

180,000

200,000

HynixSemiconductor

HynixSemiconductor

Hynix-STSemiconductor

Ltd

Hynix-STSemiconductor

Ltd

Series1Series2

Capability to create custom graphs and charts

In separate spreadsheet

Create customized

graph

World Fab Databases: Availability

Single copy (single-user, 1 edition)

Subscription (single-user, 4 editions, 1 year)

Multi-user Global License (x number of users, 4 editions, 1 year)

Based on x number of users Need to keep track of (record) each user

Unlimited Users Global License (unlimited users, 4 editions, 1 year)

Can be posted on the companies intranet Fab database can be access by all employees No need to track each user

World Fab Databases

February May

August November

Databases are published at the end of the following months

Availability may be 2 to 3 days after publication date if for example the date falls on a weekend

Data updated on a daily basis – Published 4x per year

Need Customized Reports?

Custom reports we have done for clients • Fab Transitional Report

(fabs to be sold, sold, for sale, may-be-closed, etc)

• Historical Fab Report – # of fabs operational/year (1988-2010) – Total spending on fabs per year (1988-2010) – wafer capacity by geometry (1994 – 2010)

• Historical Fab Report – Fab Construction spending (1996 – 2011) – Fab Equipping spending (1996 – 2011)

• Regional Fab Capacity Report (2000 - 2010)

Contact ehall@semi.org to discuss your market research needs.

Semiconductor Packaging Materials

Global Semiconductor Packaging Materials Outlook (GSPMO)

• Worldwide coverage of the semiconductor packaging materials market.

• Data is based on inputs direct from material suppliers

• Detail analysis for the major packaging material segments.

• Five-year market forecast • more...

Excellent tool for validating your strategic business plan!

Global Semiconductor Packaging Materials Outlook (GSPMO)

Market segments covered include:

• Organic substrates

• Leadframes • Mold

Compounds

• Liquid encapsulants

• Thermal interface

materials

• Wafer level package (WLP) dielectrics

• Bonding wire • Underfill materials

• Die attach adhesives

• Solder balls

China Semiconductor Packaging Outlook

• China government’s policy on the semiconductor industry and on the packaging/test industry.

• Packaging and testing market size and industry trends in China.

• Advanced package development in China.

• more...

Excellent resource for understanding the packaging market in China!

The report also includes an Excel file containing the following:

• List of semiconductor packaging Companies in China

• Companies with

bumping/WLCSP/TSV lines in China

• Semiconductor packaging material suppliers in China

• Assembly Equipment Manufacturers in China

China Semiconductor Packaging Outlook

LEDS

Opto/LED Fab Databases

• Global coverage of the optoelectronics and High-Brightness (HB) LED frontend fabs

• Updates on upcoming fabs

• Includes data on installed capacity

• Plans for construction and equipment spending

• Two Opto/LED databases available – Opto/LED Fab Watch

– Opto/LED Fab Forecast

Opto/LED Fab Databases Comparison Opto/LED Fab

Watch Opto/LED

Fab Forecast

Categories ~37 ~65

Pages with analysis, graphs and table 5 10 Graphs & tables page (most common charts by quarter and by region + 18 valuable tables by region and by product type showing spending, capacities and count of fab. All table include yearly sum, change YoY and yearly share

General fab information (Products, technology, tech node, wafer size, installed capacity, total construction cost, total equipment cost)

Status and probability Milestone dates (begin construction, begin equipping, begin 1st Silicon, begin volume production)

Facility and cleanroom information (size, class, AE, CM) Quarterly data for 3 years (including 1 ½ forecast): Installed capacity (and capacity in 2-inch EQs), wafer size, technology node, construction and equipping costs

Opto/LED Fab Databases

Fields included in the Opto/LED Fab Watch:

• Company • Ownership • Joint Venture • Address • Main Phone/Fax • Region • Website • Fab Name • Fab Type • Status • Project Type • Start Year • Close Year/Date

• Products • Current Geometry • Theoretical Full

Capacity • Current wafer size • Construction Cost (M$) • Equipment Cost (M$) • Product Type • Fab Comments • Changes made • Date Last Updated • Change Comments • Fab Comments

Opto/LED Fab Databases

Fields included in the Opto/LED Fab Forecast:

• All fields in Opto/LED Fab Watch, PLUS

• Quarterly Installed capacity

• Quarterly Installed capacity Equiv. 2”

• Quarterly wafer size • Quarterly geometry • Quarterly geometry

group • Quarterly

Construction spending

• Quarterly equipment spending

• Cleanroom Class • Cleanroom Sq Ft • Facility Size • Begin_Work Date • Construct_State Date • Install_Equip Date • First Silicon Date • Production Date • Construction Year • Project comments

Worldwide Photovoltaic Equipment Market Statistics Report

• Quarterly worldwide bookings and billings data collection program for PV manufacturing equipment

• Data is based on direct inputs from PV equipment manufacturers worldwide – truly global in nature

• Collaborating with German Engineering Federation (VDMA) on data collection

• Quarterly reports provide equipment bookings and billings data by region, by supply chain segment, and by equipment type

Source: SEMI

Program Overview Photovoltaic Equipment Statistics Report

38

Methodology for Data Collection

Independent Financial Firm

1. Proprietary company data input directly to third party financial firm

4. Quarterly report released 3. SEMI compiles report

Part

icip

atin

g C

ompa

nies

Company A

Company B

Company C

2. Data aggregated and company confidentiality ensured

Source: SEMI

Photovoltaic Equipment Statistics Report

Silicon Wafer Cell Module System

C-Si Silicon Value Chain

System Cell/Module Substrate

Thin Film Value Chain

PV Manufacturing Equipment

Source: SEMI / VDMA

Coverage Photovoltaic Equipment Statistics Report

Reporting Categories

Manufacturing Supply Chain Segments • Poly/Ingot/Wafer • C-Si Cell • C-Si Module • Thin Film

Equipment Types • Component • Single Equipment • Equipment Line

Geographic Regions • Americas • Europe • China • Taiwan • Japan • Korea • Rest of Asia • Rest of World

Source: SEMI / VDMA

Photovoltaic Equipment Statistics Report

Screenshot (1)

Source: SEMI / VDMA

Photovoltaic Equipment Statistics Report

Source: SEMI / VDMA

Screenshot (2)

Photovoltaic Equipment Statistics Report

Source: SEMI / VDMA

Screenshot (3) Photovoltaic Equipment Statistics Report

2010 Report Highlights

0%

20%

40%

60%

80%

100%

Q1 Q2 Q3 Q4

ROWAsiaEuropeAmericas

0%

20%

40%

60%

80%

100%

Q1 Q2 Q3 Q4

ROWAsiaEuropeAmericas

Regional Distribution of Billings Regional Distribution of Bookings

1.101.24 1.13

1.40

-

0.50

1.00

1.50

2.00

Q1 Q2 Q3 Q4

Americas

Europe

Asia

Total

Book to Bill Ratios

Source: SEMI / VDMA

Photovoltaic Equipment Statistics Report

Definitions (developed in conjunction with VDMA)

Source: SEMI / VDMA

Photovoltaic Equipment Statistics Report

Definitions (developed in conjunction with VDMA)

Source: SEMI / VDMA

Photovoltaic Equipment Statistics Report (con’t)

Check Us Out!

Contact: Ed Hall: ehall@semi.org Resources www.semi.org/marketinfo www.semi.org/fabs Follow us on

Twitter www.twitter.com/SEMI_mktstats

Slideshare www.slideshare.net/ehallSEMI

YouTube www.youtube.com/user/SEMImktstats

www.semi.org/marketinfo