semiconductor equipment / materials / fab market research reports - june 2010

6/9/2010 eh/sf v5.81

SEMI®Industry Research and Statistics

Product Overview

June 2010

eh/sf v5.82 www.semi.org/marketinfo©2010 SEMI

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 [email protected].


Market Research Reports

Semiconductor Equipment

Semiconductor Materials

• Equipment Market Data Subscription (EMDS)

• Book-to-Bill Report• WWSEMS

(1991-2008)• Book-to-Bill

(1991-2008)

• Material Market Data Subscription (MMDS)

• Photomask Report*• Silicon Reclaim

Wafer Report*

Semiconductor Fabs

• World Fab Forecast • FabFutures• World Fab Watch

Semiconductor Packaging

• Global Semiconductor Packaging Materials Outlook

• China Semiconductor PackagingOutlook

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


Market Research Reports (con’t)

Photovoltaic

• PhotovoltaicEquipment Market Subscription Coming Soon

• Chemicals & Materials for Photovoltaic Cells and Modules ***

• PV Fab Database***

MEMS/MST

• Global MEMS Markets and Opportunity***

*** Third-party reports

Enabling Products

• Mass Flow Controller

visit www.semi.org/store

• Solar Cell Capacity, Shipment, and Company Profile Database and Report ***

• PV Supply Chain Health Report ***

• Opto/LED Fab Watch


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 Ratio

Monthly coverage

1- SEMI Book-to-Bill



22 equipment categories

Monthly coverage

Worldwide regional coverage

2- WWSEMS



• 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

2 - WWSEMS


Equipment Market Data Subscription3- Equipment Forecast


Semiconductor Materials


Material Market Data Subscription

• Global coverage of the semiconductor material industry

• Data is based on inputs direct from equipment suppliers

• Forecast by region and major material segments

• more...

Vital resource for your market intelligence program!



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

Screenshot – Fab Materials



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

Screenshot – Packaging Materials


World Fab Databases

www.semi.org/fabs


World Fab Databases

These reports list fabs which use Wafer Processing Equipment:

Tracks fab details: from plan until end of life of a fab

Semiconductor Front End Fabsno Back End (Assembly & Test)

EPI Wafer fabs, MEMS fabs, LED fabs (new) Volume production, Pilot, R&D, Consortia


World Fab Databases

Includes most populargraphs

Additional graphs

available

Graphs & Tables

Tables for

graphsare

available


Worldwide Fab DatabasesDetail Fab Information

Other ColumnsLocationFab TypeProduct TypeProductsTechnologyCurrent GeometryCurrent wafer sizeInstall Equip (date)First Silicon (date)Production (date)Construction costEquipping costTotal costWafer capacity*Wafer size*Geometry*Construction spending*Equipment spending*….….more…

* On a quarterly basis.

Source: SEMI® World Fab Forecast

Ownership

Company Name

Joint Venture Partners


World Fab Databases

Select to includevarious types

Select companyor chose all

Pivot tables allow customize views


World Fab Databases

SummaryGraphs (12) & Tables (16)

Capacity by Country & RegionCapacity by CompanyCapacity by FoundriesCapacity by Wafers size and YearCapacity by Product Type and YearCapacity by Geometry and Year

Company DetailSpending by RegionSpending by Company


World Fab Databases

Cutand

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

Customize your own graph and chart

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

FebruaryMay

AugustNovember

All reports are published on the following months

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

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


Custom Fab Reports

Custom reports generated• Fab Transitional Report

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

• Historical Fab Report – # of fabs operational/year (1988-2008)– Total spending on fabs per year (1988-2008)– wafer capacity by geometry (1994 – 2008)

• Historical Fab Report– Fab Construction spending (1996 – 2007)– Fab Equipping spending (1996 – 2007)

• Regional Fab Capacity Report (2000 - 2008)


Global Opto/LED Fab Database


Opto/LED Fab Database

• Global coverage of the optoelectronics and high brightness LED fabs.

• Tracks construction and equipping spending

• Data constantly updated and published quarterly

• more...


Opto/LED Fab Database

Fields included in the company detail tab:

• Company• Ownership• Joint Venture• Address• Main Phone/Fax• Region• Website• Fab Name• Fab Type

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

• Status• Project Type• Close Year/date• Start Year• Products• Current Geometry• Theoretical Full

Capacity• Current Wafer Size


Dedicated LED Fabs

3# of fabs

Europe

● Upcoming LED fabs

Legend

9# of fabs

Korea

Source: SEMI® Opto/LED Fab Watch / World Fab Forecast, April 15, 2010

Notes:• Filtered by Product Type: Discrete/LED• Information is subject to change.

3# of fabs

North America23# of fabs

China

10# of fabs

Japan

36# of fabs

Taiwan

2# of fabs

Southeast Asia


Semiconductor Packaging Materials


Global Semiconductor Packaging Materials Outlook (GSPMO)

• Worldwide coverage of the semiconductor packaging materialsmarket.

• Data is based on inputs direct from material suppliers

• Five-year market forecast• Partnered with TechSearch• 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

• Examines key packaging, assembly, and test facilities in China.

• Summary of the key packaging materials suppliers.

• Overview of the packaging and assembly equipment market

• more...

Excellent resource for understanding the packaging market in China!


China Semiconductor Packaging Outlook

The report also includes an Excel file containing the following:

• Semiconductor Packaging Companies in China

• Wafer Bumping Fabs in China

• Semiconductor Material Suppliers in China

• Local Equipment Manufacturers in China


Third-Party Reports


Solar Cell Capacity, Shipment and Company Profile Database and ReportPublisher: IMS ResearchFormat: Excel .xls and Acrobat .pdf

This unique database covers over 210 different cell manufacturers revealing all aspects of their operations. It also features a Powerpoint (.pdf) analyzing the findings as well as four sheets of automated metrics and analytics incorporating 58 table and 14 figures revealing through 2012:- Capacity and Shipments by Supplier - Capacity and Shipments by Country and Region - Capacity and Shipments by Technology - Capacity and Shipments by Technology, Country and Region

Special Discount

available to SEMI

Members


PV Supply Chain Health ReportPublisher: IMS ResearchFormat: Acrobat .pdf

This product provides its users with all the data and insights released by publicly traded PV supply chain companies in their quarterly earnings reports and conference calls along with unbiased analysis.

In addition to company by company write-ups covering revenue, margin, growth, shipments, ASPs, costs, inventories, liquidity, capacity, technology, supply chains and guidance, this report also aggregates all the results to provide weighted average performance for numerous metrics including revenues, growth, margins, ASPs, costs, shipments, capacity, utilization, debt and inventories which are then segmented by level of integration and region.

Special Discount

available to SEMI

Members


Chemicals & Materials for Solar Cells/ModulesPublisher: Linx ConsultingFormat: PowerPoint .pdf

Overview of Chemicals and Materials for Solar Cells and Modules was prepared and developed specifically for chemicals and materials suppliers looking to better understand and quantify opportunities in solar energy. The report starts with an overview of key industry trends, including:• the impact of the recession on the solar industry • the road to grid parity • current solar macro drivers

Special Discount

available to SEMI

Members


Photovoltaic Fab DatabasePublisher: Yole DeveloppementFormat: Excel .xls

An exclusive tool for equipment and material suppliers to develop worldwide business with key players in the growing Photovoltaic (PV) industry. The database includes over 750 PV facilities and covers the photovoltaic industry value chain from polysilicon to module manufactures. It is also an ideal resource for key business and technical contacts to boost your sales and collaboration possibilities.

Special Discount

available to SEMI

Members


Contact Us Today!

• Contacts

Sandy Fowler: [email protected]. Information Products Manager

Edwin Hall: [email protected]. Business Development Manager

• Websitewww.semi.org/marketinfowww.semi.org/fabs

• Follow us on www.twitter.com/SEMI_mktstats

Data on the Semiconductor Equipment, Materials, and Fab Market


www.semi.org/marketinfo

semiconductor equipment / materials / fab market research reports - june 2010

Technology

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