Industry News
End of year rebound
300mm
iSuppli Corp. has reduced its forecasts
improvements
for global semiconductor and electronic
equipment revenue in 2009. Worldwide The semiconductor industry is
electronic equipment revenue is set to preoccupied with smaller transistors
decline to $1.38 trillion in 2009, down and larger wafers. Opportunities for
9.8 percent from $1.53 trillion in 2008. increasing efficiency, agility, and
iSuppli’s previous forecast in April minimizing waste are overlooked,
predicted a 7.6 percent decline in to $75.2 billion, down 24.4 percent according to Thomas Sonderman, VP
revenue. Global semiconductor revenue from $99.6 billion in 2008. This is a of manufacturing systems and
is set to fall to $198.9 billion in 2009, reduction of 3.8 percentage points from technology at GLOBALFOUNDRIES.
down 23 percent from $258.5 billion in iSuppli’s previous forecast.” At SEMICON West 2009,
2008. iSuppli’s April forecast called for a The other five major electronic Sonderman called for a focus on
21.5 percent decline. equipment categories,data processing, operational agility in the industry,
“The global economy and wired communications, wireless particularly in light of increased
technology industry have undergone a communications, consumer and pressure to move to processes based
period of uncertainty and volatility,” industrial, all had their growth forecasts on 450 millimeter (mm) wafers.
said Dale Ford, senior vice president, revised downward by rates ranging
market intelligence services, for iSuppli. from less than 1 percentage point to
“With technology companies nearly 6 points. However conditions are
downgrading their forecasts, and with looking up in the second half.
little visibility into future demand The semiconductor industry in the
trends, conditions appear to be worse first quarter was impacted by Japanese
than previously expected in 2009.” chipmakers who have now reduced
While all electronics segments are their excess inventories.
expected to suffer contractions in 2009, “iSuppli is projecting the
the automotive sector is the major semiconductor industry will show “The rush to 450mm suggests a
6
culprit behind iSuppli’s downgrade. improvements beginning in the fourth lack of ideas for improving fab
“The decline of worldwide quarter of 2009, which will provide the productivity,” Sonderman said. “EW
www
automobile sales has had a major basis for overall growth of 13.1 percent see plenty of headroom left in the
.eur impact on overall electronic equipment in 2010,” Ford said. “Global electronic 300mm process. We are tapping our
oasiasemiconductor
shipments,” Ford said. “iSuppli has cut equipment revenue also will rise by 4.9 expertise in lean manufacturing to
its 2009 automotive electronics forecast percent in 2010.” extend the lifecycle of the industry’s
current 300mm investments, and we
are investing more than $4 billion in a
Mid year hope from SEMI
new, state-of-the-art 300mm fab in
upstate New York.”
.com
In the transition to 45nm, they
SEMI projects 2009 semiconductor Wafer processing equipment, the achieved the fastest time to mature
equipment sales to reach $14.14 billion largest product segment by dollar yield of any process in its history, while
square4
Issue V 2009
according to the mid-year edition of the value, is expected to decline 53 implementing immersion lithography.
SEMI Capital Equipment Forecast. percent in 2009 to $10.42 billion. The All wafer starts in Fab 1, Module
The forecast indicates that, forecast predicts that the market for 1 have now been converted to 45nm,
following a 31 percent market decline in assembly and packaging equipment will a process that is proving to deliver few
2008, the equipment market will decline decline by 53 percent to $958 million defects, low leakage, and high
another 52 percent in 2009, but will in 2009. The market for semiconductor performance.
experience a rebound with annual test equipment is forecasted to A key to GLOBALFOUNDRIES
growth of about 47 percent in 2010. decline by about 48 percent to $1.78 agility is a model based on automated
“Spending on semiconductor billion this year. decision making and “lean”
manufacturing equipment this year will Growth is anticipated to be manufacturing principles; Automated
reach low levels experienced 15 years negative in all regions in 2009 with the Precision Manufacturing (APM). APM
or so ago,” said Stanley T. Myers, North American market claiming the allows tuning to operations to align
president and CEO of SEMI. number one spot from Japan. Japan will production with demand while
“Forecasting has never been more fall to the number two spot, followed minimizing waste and costs. APM will
challenging, though we expect 2010 by Taiwan. The South Korea market is be tested with the construction of Fab
spending to show double-digit expected to contract 62 percent, 2, a $4.2 billion project to build the
improvement off of extremely low resulting in the fourth largest market for world’s most advanced 300mm
levels in 2009.” new equipment. semiconductor foundry in New York.
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