Analysis
Research company iSuppli
have released their latest
rankings of IC and
related equipment
suppliers. While
there was little
change in the
top five, it is the
details of the
report that help
identify specific
changes in the
overall industry as
well as the impact
the global slow
down is having on
companies throughout
the value chain.
12
www
.eur
oasiasemiconductor
Top 15 provide 70%
but lose 25%
.com
square4
Issue II 2009
T
he exhaustion of the was not until the end of September that are Applied Materials, ASML, Tokyo
memory industry, the the wave front of the downturn became Electron, KLA-Tencor and Lam
worldwide financial visible. Research. These companies have
crisis and waning The deceleration of the IC abided in their positions for three
consumer confidence equipment industry in 2008 turned out consecutive years as the foremost five
led to the downturn of the to be similar to the year after the ‘dot- IC equipment suppliers. The move to
semiconductor equipment industry in com’ collapse in 2001. Combined 2nd ranking was vital for ASML and
2008. In the first half of 2008, revenues in 2008 for the Top 10 IC reflected the more significant role
equipment vendors were still enjoying equipment suppliers were $24.5B, a lithography is playing for the
good revenue, brisk bookings and 25.8% decrease from the previous year. semiconductor industry and especially
backlogs. During Semicon West, both They declined slightly faster than the in memory during the last couple of
equipment vendors and analysts were total IC manufacturing equipment years. Nikon sustained the 6th position
still projecting that 2008 would be an industry, which dwindled 25.1% to our while Canon moved up to 7th place
upturn year. There was no sign to current number of $41.8B. from the 11th mark. Hitachi High-
portend the tsunami that was coming. It The top five of the 2008 ranking Technologies and Dainippon
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