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This presentation provides an overview and screenshots of market research reports and fab databases published by SEMI. Additional Resources http://www.semi.org/marketinfo http://www.semi.org/fabs Follow us on Twitter! http://www.twitter.com/SEMI_mktstats
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Industry Research and Statistics Product Overview
January 2013
About Us
The SEMI Industry Research and Statistics group provides market data and market research reports covering semiconductor capital equipment, photovoltaic equipment, semiconductor materials, packaging materials, semiconductor, optoelectronics, and high brightness LED fabs.
For our major reports, we collect actual data from suppliers around the world following strict professional standards of confidentiality. Our reports provide trends, forecast, and outlook to help the industry make important investment, strategic, and business planning decisions.
For additional information regarding our products and our data collection program, please visit us at www.semi.org/marketinfo or contact us at [email protected].
Market Research Reports
Semiconductor Equipment
Semiconductor Materials
• Equipment Market Data Subscription (EMDS)
• Book-to-Bill Report • WWSEMS
(1991-2012) • Book-to-Bill
(1991-2012)
• Material Market Data Subscription (MMDS)
• Photomask Report * Mar ‘13
• Silicon Reclaim Wafer Report * Feb ‘13
Fabs / Foundries
• World Fab Forecast • FabFutures • World Fab Watch
Semiconductor Packaging
• Global Semiconductor Packaging Materials Outlook 2011/2012
Notes: * These reports are included FREE with the purchase of the MMDS report, but also available as separate reports.
• China Semiconductor Packaging Market Outlook 2012/2013 New
Photovoltaic
• Worldwide Photovoltaic Equipment Market Statistics Report
Enabling Products
• Mass Flow Controller
Market Research Reports
LED
• Opto/LED Fab Watch • Opto/LED Fab Forecast
Semiconductor Equipment
Equipment Market Data Subscription
• Worldwide coverage of the semiconductor equipment market industry
• Covers 22+ equipment segments • Data is based on inputs direct from
equipment suppliers • Forecast by region and major equipment
segments • more...
Excellent tool for validating your strategic business plan!
► Book-to-Bill ► WWSEMS ► Equipment Forecast
Equipment Market Data Subscription
Independent Financial Firm
1. Proprietary company data input directly to independent accounting firm
2. Data aggregated and company confidentiality insured
3. Industry summary
report prepared
4. Reports produced and distributed Pa
rtic
ipat
ing
SEM
I Mem
ber
Methodology for Data Collection
Book-to-Bill Ratio
Monthly coverage
► Book-to-Bill ► WWSEMS ► Equipment Forecast
Equipment Market Data Subscription
Equipment Market Data Subscription
22 equipment categories
Monthly coverage
Worldwide regional coverage
► Book-to-Bill ► WWSEMS ► Equipment Forecast
Equipment Market Data Subscription
• Mask/Reticle Equipment • Wafer Manufacturing Equipment • Wafer Processing Equipment • Expose/Write Equipment • Resist Processing Equipment • Etch Equipment • Surface Conditioning Equipment • Thermal Processing Equipment • Ion Implant Equipment • CVD Equipment • Sputter Equipment • Inspection/Measurement Equipment • CMP Equipment • Assembly and Packaging Equipment • Fab Facilities Equipment • SOC/Logic Test Equipment • Memory Test Equipment • Handlers • more….
Equipment Categories
► Book-to-Bill ► WWSEMS ► Equipment Forecast
Equipment Market Data Subscription ► Book-to-Bill ► WWSEMS ► Equipment Forecast
Semiconductor Materials
Material Market Data Subscription
• Global coverage of the semiconductor material industry
• Data is based on inputs direct from material suppliers
• Covers wafer fab and packaging materials
• more…
Vital resource for your market intelligence program!
► Fab Materials ► Packaging Materials
Material Market Data Subscription
• Silicon • SOI • Photomasks • Resist • Ancillaries • Gases • Chemicals • Targets • CMP • Others
► Fab Materials ► Packaging Materials
Material Market Data Subscription
• Leadframes • Substrates • Ceramics • Bonding Wire • Die Attach • Mold Compounds • Encapsulants • Others
► Fab Materials ► Packaging Materials
World Fab Databases
Tracks Semiconductor/HB LED/MEMS frontend fabs Details on installed capacity by fab Details on fab construction and equipment spending Includes graphs and interactive pivot tables Tracks fabs: from Ground Breaking to Upgrades/Expansion to Close
Worldwide Fab Databases
Other Columns Location Fab Type Product Type Products Technology Current Geometry Current wafer size Install Equip (date) First Silicon (date) Production (date) Construction cost Equipping cost Total cost Wafer capacity* Wafer size* Geometry* Construction spending* Equipment spending* …. …. … * On a quarterly basis.
Ownership
Company Name
Quarterly Installed Capacity
World Fab Databases
Includes graphs for trend analysis
World Fab Databases
Select to include various types
Select company or chose all
Pivot table allows for customizable views
World Fab Databases
Summary Graphs (12) & Tables (16)
Capacity by Country & Region Capacity by Company Capacity by Foundries Capacity by Wafers size and Year Capacity by Product Type and Year Capacity by Geometry and Year
Company Detail Spending by Region Spending by Company
Multiple tabs included in the speadsheet
World Fab Databases
Cut and
Paste
0
20,000
40,000
60,000
80,000
100,000
120,000
140,000
160,000
180,000
200,000
HynixSemiconductor
HynixSemiconductor
Hynix-STSemiconductor
Ltd
Hynix-STSemiconductor
Ltd
Series1Series2
Capability to create custom graphs and charts
In separate spreadsheet
Create customized
graph
World Fab Databases: Availability
Single copy (single-user, 1 edition)
Subscription (single-user, 4 editions, 1 year)
Multi-user Global License (x number of users, 4 editions, 1 year)
Based on x number of users Need to keep track of (record) each user
Unlimited Users Global License (unlimited users, 4 editions, 1 year)
Can be posted on the companies intranet Fab database can be access by all employees No need to track each user
World Fab Databases
February May
August November
Databases are published at the end of the following months
Availability may be 2 to 3 days after publication date if for example the date falls on a weekend
Data updated on a daily basis – Published 4x per year
Need Customized Reports?
Custom reports we have done for clients • Fab Transitional Report
(fabs to be sold, sold, for sale, may-be-closed, etc)
• Historical Fab Report – # of fabs operational/year (1988-2010) – Total spending on fabs per year (1988-2010) – wafer capacity by geometry (1994 – 2010)
• Historical Fab Report – Fab Construction spending (1996 – 2011) – Fab Equipping spending (1996 – 2011)
• Regional Fab Capacity Report (2000 - 2010)
Contact [email protected] to discuss your market research needs.
Semiconductor Packaging Materials
Global Semiconductor Packaging Materials Outlook (GSPMO)
• Worldwide coverage of the semiconductor packaging materials market.
• Data is based on inputs direct from material suppliers
• Detail analysis for the major packaging material segments.
• Five-year market forecast • more...
Excellent tool for validating your strategic business plan!
Global Semiconductor Packaging Materials Outlook (GSPMO)
Market segments covered include:
• Organic substrates
• Leadframes • Mold
Compounds
• Liquid encapsulants
• Thermal interface
materials
• Wafer level package (WLP) dielectrics
• Bonding wire • Underfill materials
• Die attach adhesives
• Solder balls
China Semiconductor Packaging Outlook
• China government’s policy on the semiconductor industry and on the packaging/test industry.
• Packaging and testing market size and industry trends in China.
• Advanced package development in China.
• more...
Excellent resource for understanding the packaging market in China!
The report also includes an Excel file containing the following:
• List of semiconductor packaging Companies in China
• Companies with
bumping/WLCSP/TSV lines in China
• Semiconductor packaging material suppliers in China
• Assembly Equipment Manufacturers in China
China Semiconductor Packaging Outlook
LEDS
Opto/LED Fab Databases
• Global coverage of the optoelectronics and High-Brightness (HB) LED frontend fabs
• Updates on upcoming fabs
• Includes data on installed capacity
• Plans for construction and equipment spending
• Two Opto/LED databases available – Opto/LED Fab Watch
– Opto/LED Fab Forecast
Opto/LED Fab Databases Comparison Opto/LED Fab
Watch Opto/LED
Fab Forecast
Categories ~37 ~65
Pages with analysis, graphs and table 5 10 Graphs & tables page (most common charts by quarter and by region + 18 valuable tables by region and by product type showing spending, capacities and count of fab. All table include yearly sum, change YoY and yearly share
General fab information (Products, technology, tech node, wafer size, installed capacity, total construction cost, total equipment cost)
Status and probability Milestone dates (begin construction, begin equipping, begin 1st Silicon, begin volume production)
Facility and cleanroom information (size, class, AE, CM) Quarterly data for 3 years (including 1 ½ forecast): Installed capacity (and capacity in 2-inch EQs), wafer size, technology node, construction and equipping costs
Opto/LED Fab Databases
Fields included in the Opto/LED Fab Watch:
• Company • Ownership • Joint Venture • Address • Main Phone/Fax • Region • Website • Fab Name • Fab Type • Status • Project Type • Start Year • Close Year/Date
• Products • Current Geometry • Theoretical Full
Capacity • Current wafer size • Construction Cost (M$) • Equipment Cost (M$) • Product Type • Fab Comments • Changes made • Date Last Updated • Change Comments • Fab Comments
Opto/LED Fab Databases
Fields included in the Opto/LED Fab Forecast:
• All fields in Opto/LED Fab Watch, PLUS
• Quarterly Installed capacity
• Quarterly Installed capacity Equiv. 2”
• Quarterly wafer size • Quarterly geometry • Quarterly geometry
group • Quarterly
Construction spending
• Quarterly equipment spending
• Cleanroom Class • Cleanroom Sq Ft • Facility Size • Begin_Work Date • Construct_State Date • Install_Equip Date • First Silicon Date • Production Date • Construction Year • Project comments
Worldwide Photovoltaic Equipment Market Statistics Report
• Quarterly worldwide bookings and billings data collection program for PV manufacturing equipment
• Data is based on direct inputs from PV equipment manufacturers worldwide – truly global in nature
• Collaborating with German Engineering Federation (VDMA) on data collection
• Quarterly reports provide equipment bookings and billings data by region, by supply chain segment, and by equipment type
Source: SEMI
Program Overview Photovoltaic Equipment Statistics Report
38
Methodology for Data Collection
Independent Financial Firm
1. Proprietary company data input directly to third party financial firm
4. Quarterly report released 3. SEMI compiles report
Part
icip
atin
g C
ompa
nies
Company A
Company B
Company C
2. Data aggregated and company confidentiality ensured
Source: SEMI
Photovoltaic Equipment Statistics Report
Silicon Wafer Cell Module System
C-Si Silicon Value Chain
System Cell/Module Substrate
Thin Film Value Chain
PV Manufacturing Equipment
Source: SEMI / VDMA
Coverage Photovoltaic Equipment Statistics Report
Reporting Categories
Manufacturing Supply Chain Segments • Poly/Ingot/Wafer • C-Si Cell • C-Si Module • Thin Film
Equipment Types • Component • Single Equipment • Equipment Line
Geographic Regions • Americas • Europe • China • Taiwan • Japan • Korea • Rest of Asia • Rest of World
Source: SEMI / VDMA
Photovoltaic Equipment Statistics Report
Screenshot (1)
Source: SEMI / VDMA
Photovoltaic Equipment Statistics Report
Source: SEMI / VDMA
Screenshot (2)
Photovoltaic Equipment Statistics Report
Source: SEMI / VDMA
Screenshot (3) Photovoltaic Equipment Statistics Report
2010 Report Highlights
0%
20%
40%
60%
80%
100%
Q1 Q2 Q3 Q4
ROWAsiaEuropeAmericas
0%
20%
40%
60%
80%
100%
Q1 Q2 Q3 Q4
ROWAsiaEuropeAmericas
Regional Distribution of Billings Regional Distribution of Bookings
1.101.24 1.13
1.40
-
0.50
1.00
1.50
2.00
Q1 Q2 Q3 Q4
Americas
Europe
Asia
Total
Book to Bill Ratios
Source: SEMI / VDMA
Photovoltaic Equipment Statistics Report
Definitions (developed in conjunction with VDMA)
Source: SEMI / VDMA
Photovoltaic Equipment Statistics Report
Definitions (developed in conjunction with VDMA)
Source: SEMI / VDMA
Photovoltaic Equipment Statistics Report (con’t)
Check Us Out!
Contact: Ed Hall: [email protected] Resources www.semi.org/marketinfo www.semi.org/fabs Follow us on
Twitter www.twitter.com/SEMI_mktstats
Slideshare www.slideshare.net/ehallSEMI
YouTube www.youtube.com/user/SEMImktstats
www.semi.org/marketinfo