2019 Top Semiconductor Equipment Suppliers; The year was won by ALD, Process Control, EUV, and SOC Test
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Equipment & Emerging Markets
Equipment & Emerging Markets
March 17, 2020
2019 Top Semiconductor Equipment Suppliers
- Key business drivers in 2019
- Leading semiconductor equipment suppliers
- Challenging year
- 2019 Winners and notes
Key Business Drivers in 2018
- Logic/foundry saved the year for semiconductor equipment suppliers
- Strong capacity and technology investments, increasing CAPEX
- Continued lOnm, 7nm, and 5nm investments
- Substantial investments in EUV
- 5G, Al, Datacenter, and Automotive continued to be key drivers
- Memory bubble burst in late 2018 and continued through 2019
- Memory prices collapsed and withdrew available cashflow for equipment spending
- Second half of 2019 started to show some signs of the recovery
- Strategic investment in 5G and Datacenter as well as 7 & 5nm in logic and foundries helped rapid 2H recovery
- Positive surprise for all players led to forecast revisions
- Equipment service and support held pretty well due to installed base
| Exchange Rates | |||
| Currency | 2018 | 2019 | Change |
| Euro/$US | 0.847 | 0.892 | 5.3% |
| Japan Yen/$US | 110.4 | 109.0 | -1.3% |
2019 Top Equipment Suppliers
Challenging year resulted in only a 4% decline for top companies
Challenging year resulted in only a 4% decline for top companies
2019 Winners and Notes
- The year was won by ALD, Process Control, EUV, and SOC Test:
- Nikon doubled sales with 112% growth
- ASM International led ALD pack by growing 27%
- KLA grew 10%
- ASML reached flat year, while their EUV sales grew 29%
- Teradyne grew 4%
- Advantest declined 4%, while SOC test grew 23%
- Regional basis Europe based companies gained small growth for the year:
- EU: +2%
- U.S.: -5%
- JA: -5%
- CH: -24%
- WFE experienced substantial recovery in 2H19 from Logic and Foundry customers
- Memory reached a bottom and showed some improvement
- Test was driven by high design and engineering activity in 5G and datacenter
- Assembly struggled to find growth in 2019
- Substantial over capacity in multiple application slowed demand
- Weak memory demand also contributed to the decline
- The preliminary segment results show substantial differences
| Semiconductor Equipment Sales (preliminary. SM) |
|||
| 2018 | 2019 | Y-o-Y Growth |
|
| WFE | 0.847 | 0.892 | 5.3% |
| Test | 6534 | 5514 | -15.6% |
| Assembly | 4338 | 2988 | -31.1% |
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