TOKYO – December 12, 2018 – Releasing its Year-End Total Equipment Forecast at the annual SEMICON Japan
exposition, SEMI, the global industry association representing the
electronics manufacturing supply chain, today reported that worldwide
sales of new semiconductor manufacturing equipment are projected to
increase 9.7 percent to $62.1 billion in 2018, exceeding the historic
high of $56.6 billion set last year. The equipment market is expected to
contract 4.0 percent in 2019 but grow 20.7 percent to reach $71.9
billion, an all-time high. [Source: SEMI LINK]
For 2019, SEMI forecasts that South Korea, China, and Taiwan will remain
the top three markets, with all three regions maintaining their
relative rankings. Equipment sales in South Korea is forecast to reach
$13.2 billion, in China $12.5 billion, and in Taiwan $11.81 billion.
Japan, Taiwan and North America are the only regions expected to
experience growth next year. The growth picture is much more optimistic
in 2020, with all regional markets expected to increase in 2020, with
the market increasing the most in Korea, followed by China, and Rest of
World [Source: SEMI LINK]
After
a period of record growth in 2017-18, the semiconductor equipment
industry is expected to face a slowdown in 2019. Logic is strong but
memory is weak, and the trade issues between the United States and China
are a cause for concern. According to a report in Semiengineering (LINK),
heading into 2019, there is a shortfall of 200 mm equipment. The
industry requires from 2,000-3,000 new or refurbished 200 mm tools to
meet fab demand, according to SurplusGlobal. But there are only 500
available 200 mm tools on the market, according to the company. 200 mm
tool prices will remain high. 300 mm tool prices are lower than 200 mm
tool prices these days
For
the ALD OEM market the situation is therefore heating up even though
the. Currently the top 300 mm ALD equipment companies (ASM, TEL, Lam,
Jusung, Wonik IPS, Applied Materials) does not actively support the
market with pure play 200 mm products except for Large Batch Furnaces.
So if you want a 200 mm single wafer ALD tool today you can buy a 300 mm
tool and equip it with 200 mm handling or go to one of the smaller
companies like Picosun, Veeco, Beneq, Oxford Instruments, which all have
200 mm ALD cluster products on the market today.
From
presentation "ALD/CVD applications, equipment and precursors in high
volume manufacturing" at SEMICON Europa 2018, available on SlideShare LINK.
----Written by Abhishekkumar Thakur and Jonas Sundqvist
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