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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 mktstats@semi.org.
eh/sf v5.83 www.semi.org/marketinfo©2010 SEMI
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.
eh/sf v5.84 www.semi.org/marketinfo©2010 SEMI
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
eh/sf v5.85 www.semi.org/marketinfo©2010 SEMI
Semiconductor Equipment
eh/sf v5.86 www.semi.org/marketinfo©2010 SEMI
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!
eh/sf v5.87 www.semi.org/marketinfo©2010 SEMI
Equipment Market Data Subscription
Book-to-Bill Ratio
Monthly coverage
1- SEMI Book-to-Bill
eh/sf v5.88 www.semi.org/marketinfo©2010 SEMI
Equipment Market Data Subscription
22 equipment categories
Monthly coverage
Worldwide regional coverage
2- WWSEMS
eh/sf v5.89 www.semi.org/marketinfo©2010 SEMI
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
2 - WWSEMS
eh/sf v5.810 www.semi.org/marketinfo©2010 SEMI
Equipment Market Data Subscription3- Equipment Forecast
eh/sf v5.811 www.semi.org/marketinfo©2010 SEMI
Semiconductor Materials
eh/sf v5.812 www.semi.org/marketinfo©2010 SEMI
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!
eh/sf v5.813 www.semi.org/marketinfo©2010 SEMI
Material Market Data Subscription
• Silicon• SOI• Photomasks• Resist• Ancillaries• Gases• Chemicals• Targets• CMP• Others
Screenshot – Fab Materials
eh/sf v5.814 www.semi.org/marketinfo©2010 SEMI
Material Market Data Subscription
• Leadframes• Substrates• Ceramics• Bonding Wire• Die Attach• Mold Compounds• Encapsulants• Others
Screenshot – Packaging Materials
eh/sf v5.815 www.semi.org/marketinfo©2010 SEMI
World Fab Databases
www.semi.org/fabs
eh/sf v5.816 www.semi.org/marketinfo©2010 SEMI
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
eh/sf v5.817 www.semi.org/marketinfo©2010 SEMI
World Fab Databases
Includes most populargraphs
Additional graphs
available
Graphs & Tables
Tables for
graphsare
available
eh/sf v5.818 www.semi.org/marketinfo©2010 SEMI
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
eh/sf v5.819 www.semi.org/marketinfo©2010 SEMI
World Fab Databases
Select to includevarious types
Select companyor chose all
Pivot tables allow customize views
eh/sf v5.820 www.semi.org/marketinfo©2010 SEMI
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
eh/sf v5.821 www.semi.org/marketinfo©2010 SEMI
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
eh/sf v5.822 www.semi.org/marketinfo©2010 SEMI
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
eh/sf v5.823 www.semi.org/marketinfo©2010 SEMI
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
eh/sf v5.824 www.semi.org/marketinfo©2010 SEMI
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)
eh/sf v5.825 www.semi.org/marketinfo©2010 SEMI
Global Opto/LED Fab Database
eh/sf v5.826 www.semi.org/marketinfo©2010 SEMI
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...
eh/sf v5.827 www.semi.org/marketinfo©2010 SEMI
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
eh/sf v5.828 www.semi.org/marketinfo©2010 SEMI
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
eh/sf v5.829 www.semi.org/marketinfo©2010 SEMI
Semiconductor Packaging Materials
eh/sf v5.830 www.semi.org/marketinfo©2010 SEMI
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!
eh/sf v5.831 www.semi.org/marketinfo©2010 SEMI
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
eh/sf v5.832 www.semi.org/marketinfo©2010 SEMI
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!
eh/sf v5.833 www.semi.org/marketinfo©2010 SEMI
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
eh/sf v5.834 www.semi.org/marketinfo©2010 SEMI
Third-Party Reports
eh/sf v5.835 www.semi.org/marketinfo©2010 SEMI
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
eh/sf v5.836 www.semi.org/marketinfo©2010 SEMI
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
eh/sf v5.837 www.semi.org/marketinfo©2010 SEMI
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
eh/sf v5.838 www.semi.org/marketinfo©2010 SEMI
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
eh/sf v5.839 www.semi.org/marketinfo©2010 SEMI
Contact Us Today!
• Contacts
Sandy Fowler: sfowler@semi.orgSr. Information Products Manager
Edwin Hall: ehall@semi.orgSr. 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
eh/sf v5.840 www.semi.org/marketinfo©2010 SEMI
www.semi.org/marketinfo