Friday, July 10, 2015

ALD equipment market keeps on booming!

Good news guys - the deposition equipment market will continue to grow, which is good news for our friends at CVD, Epitaxy and PVD. This is in spite of that The Merge was called off and probably most people are happy about this. So now to the real, relay good news ALD will outperform them all in growth, yep ALD is growing faster than CVD and PVD!

To put it in perspective and summarize:

45 nm - check
32 nm - check, check
20/22 nm - check, check, check
14/16 nm - check, check, check, check, check, check, check
7/10 nm - check, check, check, check, check, check, check, check, check, check, check, check, check, check

According to Solid State Technology and Global Industry Analysts (GIA) forecasts the global deposition equipment market will hit $13.6 billion by 2020. Atomic layer deposition (ALD) will be the fastest growing segment, with a compound annual growth rate of 19.9 percent, the market research firm estimates.

The main players are:

Applied Materials and Tokyo Electron f.k.a Eteris - together holding almost 60% of the worldwide market and after the non-merger Applied will remain in the lead followed by Lam Research (acquired Novellus Systems 2012), AIXTRON, ASM International, and other competitors.

"Chemical vapor deposition (CVD) will be the second largest deposition segment through the end of this decade, followed by physical vapor deposition (PVD) and epitaxy, according to GIA. Japanese vendors, namely Hitachi Kokusai Electric/Kokusai Semiconductor Equipment and Tokyo Electron, dominate the worldwide CVD market, with significant market shares held by Applied Materials, ASM International, and Lam Research, the market research firm states."

Geographically Taiwan is the world’s largest market for deposition equipment according to SEMI (above). Interesting here is to see that China is growing at a steady right and is about half in spending as compared to Taiwan.

Let´s assume there will be more of this coming from SEMICON West 2015!

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