Sunday, April 24, 2016

Gartner 2015 Top 10 WFE ranking picking up the ALD boom

According to Gartner the Worldwide semiconductor wafer-level manufacturing equipment revenue totaled $33.6 billion in 2015, a 1 percent decline from 2014. The top 10 vendors accounted for 77 percent of the market, which is a slight down as compared with 2014(%).

Interesting here form an ALD point of view is first to see that ASM International who heavily relies on ALD technology has moved in on top 10. Also Lam Research is climbing on its own (w/o KLA) up to a spot 2 position. How much of this growth is in actual ALD revenue is not known but many claim that Lam Research is taking market shares in ALD especially in the memory sector (DRAM & NAND)

"Lam Research experienced the strongest growth of the top 10 vendors in 2015, moving into the No. 2 position. The move of the industry to 3D device manufacturing pushed the company to 24.7 percent growth. Lam continues to be the dominant conductor etch manufacturer, but competition in the etch and deposition segment is expected to be fierce moving forward." reports Wall Street Insider (here).

I am no mathematician but Lam Research + KLA-Tencor will be Number 1 if the merger is completed.

Top 10 Companies' Revenue From Shipments of Total Wafer-Level Manufacturing Equipment, Worldwide (Millions of U.S. Dollars). As published by Wall Street Insider (here).

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