Wednesday, December 19, 2018

The semi equipment market will contract 2019 but grow 20.7 percent to reach an all-time high 2020

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.
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Written by Abhishekkumar Thakur and Jonas Sundqvist

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