Market News
Automation expansion
Decline in
MICRONIC LASER SYSTEMS and
portable
Skanditek Industriförvaltning have
signed a letter of intent whereby
Micronic intends to acquire MYDATA.
media players
The transaction is structured so that
Micronic Laser Systems acquires THE WORLDWIDE semiconductor
MYDATA automation from Skanditek market for portable media players
Industriförvaltning and the minority (PMPs) is poised to drop significantly
shareholders against payment in the from $7.5 billion in 2008 to $4.6
form of newly issued shares in Micronic. billion in 2013, representing a
Following the transaction, Skanditek negative compound annual growth
Industriförvaltning will be the largest rate (CAGR) of -9%, according to a
shareholder in Micronic, owning 38 per forecast from IDC. A mature market,
cent of the capital and votes. synergies as well as reduced financial the economic slowdown and
Issue IV 2009
Combining Micronic and MYDATA volatility for the combined company. inevitable cannibalization all
square4
will create large potential within the The combined company will have contribute to the shrinking
.com
market for electronic packaging using annual sales of SEK 1.2 billion (based on semiconductor opportunity in PMPs.
Micronic’s and MYDATA’s knowledge 2008 performance), approximately 640 PMPs will no longer be the largest
and experience in the area. The employees and operations in 11 market for NAND flash memory.
transaction is expected to result in countries around the world. While revenue for most of the
semiconductor components will
decline in line with the total decline
oasiasemiconductor
Worldwide equipment
.eur
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spending slump
11
WORLDWIDE SEMICONDUCTOR market, all segments declined in 2008,
capital equipment spending totalled as WFE revenue decreased 32.8 per
$30.7 billion in 2008, a 31.7 per cent cent in 2008 to total $24.2 billion.
decline from the previous year, Buoyed by 193 nm DUV immersion in PMP unit shipments, wireless
according to final results by Gartner. In demand, the lithography segments connectivity semiconductors will
major segments, wafer fab equipment fared better than the market: Stepper exhibit modest growth, driven by the
declined 32.8 per cent, while back-end sales declined 25 per cent, and track increase in attach rate for FM,
equipment (BEE) decreased 27.2 per tools by 29 per cent year over year. WLAN, and Bluetooth radios.
cent, as both areas were hit hard by The packaging assembly “As PMPs have grown in
reductions in capital spending. equipment (PAE) market totalled $4 capabilities, the dividing line has
Analysts said that early in 2008, it billion in 2008, a 24.5 per cent decline blurred between multimedia phones
was obvious that excessive memory from 2007. More traditional die level and MIDs,” said Ajit Deosthali,
spending in prior years had resulted in packaging (DLP) equipment took the research manager for Short Range
untenable financial conditions for brunt of the decline, as interconnect Wireless Semiconductors at IDC.
memory suppliers. Then came the and die bonder sales declined more “Moving forward, one should expect
global economic meltdown in the third than 30 per cent. the semiconductor players to focus
quarter, which caused most spending In the automated test equipment on the larger multimedia phones and
plans to be put on hold. segment, sales fell more than 31 per growing opportunity in MIDs.”
In 2008, the top six companies cent in 2008, resulting in a total market IDC’s study, Worldwide Portable
remained the same as in 2007. Applied size of $2.4 billion. The Asia/Pacific Media Player Semiconductor
Materials maintained the No. 1 position, region remained the biggest consumers 2009–2013 Forecast, provides an
accounting for 13.2 per cent of the of test equipment at nearly 22 per cent analysis of the worldwide market for
worldwide market, despite a 39.8 per share as system-on-chip (SoC) test and PMPs by device type, from 2009 to
cent decline in revenue. ASML replaced radio frequency (RF)-related test 2013. The study also forecasts the
TEL as the No. 2 company. Teradyne remained strong. The memory test bill of materials for audio-only and
jumped into the top 10 and captured demand segment declined 60 per cent video-capable PMPs, and the PMP
the No. 1 spot in the test markets. in 2008. The bright spots were the SoC- NAND flash revenue and shipments
In the wafer fab equipment (WFE) and RF-test-related equipment markets. by capacity.
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