Forecast of Used Equipment Market Based on Demand & Supply

Transcription

1 Forecast of Used Equipment Market Based on Demand & Supply Thomas LEE

2 Ⅰ. Market Introduction _ Wafer Demand by Devices Type and Used Equipment Targets 20 to to 0.5 > 0.50 Computing Microprocessors DRAM DSPs NAND Flash Standard Cells ASICs FPGAS Embedded MPUs MCUs Some DSPs Some Standard Cell ASICs Other Micrologic Analog Discretes LED 2/16

3 Ⅰ. Market Introduction _ Wafer Size Conversion History /16

4 Ⅰ. Market Introduction _ 200mm/150mm Fabs Worldwide Europe 167 Korea 43 China 156 Japan 219 USA 241 Taiwan 89 Singapore & Malaysia 27 Rest of World 19 Source: SEMI World Fab Watch May /16

5 Ⅰ. Market Introduction _ 200mm Production Trend Wafers per Year (in Millions) 200mm Product Production Trends MEMS 80 Discrete, Opto, Sensors Analog IC Logic Memory Source: isuppli Q1 12 Unit growth driven by conversion and expansion 5/16

6 Ⅱ. 200mm Supply Analysis (1/2) _ Who supply mm Conversion Samsung, Hynix, Toshiba, Micron, Intel, AMD 2. Fabless or Fab-lite trends in Japan, US & EU IDMs in USA, Europe and Japan 3. Shutdown and Restructuring Qimonda, 6 Fabs in USA, Europe and Japan 6/16

7 Ⅱ. 200mm Supply Analysis (2/2) Current Estimation in 2012 Estimated Tool Supply in 2013 [19] 5,6 Projects 3,200 Tools [20-30] 8 Projects 1,800 Tools [8-11] 12 Projects 1,800 Tools Total 52 package sales projects 6,800 tools 55-60% from Japan and Taiwan 7/16

8 Ⅲ. 200mm Demand Analysis (1/3) 1. New Applications LED (New Driving Force of Secondary Market), Mems, Solar, R&D 2. Tech buy and Capa buy Few Chipmakers have expansion plan currently Small Tech buy Demand at the moments 3. New Fab Plan Mainly in Asia such as China, Taiwan, India, Malaysia, Brazil 8/16

9 Ⅲ. 200mm Demand Analysis (2/3) Expanding demand in analog, discrete, power and MEMS - Transition from 6 to 8 - Capacity expansion Expanding LED market - Transition to 4, 6, possibly 8 within several years Challenge to 0.13μm process - Limited Scanner, Track, Epi, Metal Etch and CMP capacity - More than 70% of supply from Memory fabs. not optimized for current market drivers: analog/discrete, power, MEMS 9/16

10 Ⅲ. 200mm Demand Analysis (3/3) Clear information - Tool configuration and condition, Ownership, etc Cost down - As is, Operational tool condition or semi-refurb More options and flexibility - As is to Turn-key or mixed-solution - Power-on inspection - Additional service (logistic, financing, etc) 10/16

11 SurplusGLOBAL s Position Buy and sell thousands of tools every year Currently have over 1,000 tools in our inventory 700 clean room storage space (=7,500 ft2) 24,000 Temperature and humidity controlled warehouse (=258,330 ft2) Proven Track Records Best in Class Facilities Wide coverage from Front-end,Back-end, Display, LED and PCB Assembly industry Dedicated Value Added Services Full Range of Industry Expertise No. 1 Turn-key purchase experiences Global Sourcing Network Worldwide customer base for 13 years Business Network 20 Marketing Specialists in Korea, Taiwan, China and USA Meet SurplusGLOBAL at Semicon shows Free, Direct,& Global Online Marketplace Top Class Marketing Capabilities 11/16

12 SurplusGLOBAL Facilities The World Top Class Facilities 24,000 M2 Temperature and Humidity Controlled Warehouse Clean room Taiwan 2011 Singapore Japan Japan 2011 Clean booth 12/16

13 Item Coverage We buy and sell various secondary equipment in Semiconductor Front-end, Back-end and Display Industry Front-End Others Photo: Stepper, Scanner, Aligner LCD TFT Equipment LED Manufacturing Equipment Solar Equipment Track: Track, Scrubber Thin Film: CVD, PVD,EPI Etch : Etcher, Asher Back - End Diffusion: RTP, Furnace, Implanter CMP & WET: CMP, Wet bench Metrology: CD-SEM, Surfscan, Wafer Inspection Overlay ATE: Memory tester, LCD driver tester SOC tester/logic tester, Handler /Prober Laser repair system Package: Wire bonder, Die bonder, Dicing saw, Back grinder, Flip chip bonder SMT: Chip mounter, Screen printer, Reflow, Auto inserter, Inspection equipment 13/16

14 Services We buy and sell various secondary equipment in Semiconductor Front-end, Back-end and Display Industry 1. Equipment Sales 2. Technical Service Equipment Acquisition and Sales Reconfiguration As is where is Refurbishment Power on Demonstration Remarketing Logistic Services 3. Others Valuation Rental 14/16

15 Free, Direct, Global Marketplace Sharing the latest updated tool information in real time 15/16

16 SurplusGLOBAL One Stop Platform for Trustworthy Solutions Thank you -16-