Used Semiconductor Manufacturing Equipment Market Study: Shift to 300mm Creates 200mm Opportunities. Study Number: MA107-08

Transcription

1 Used Semiconductor Manufacturing Equipment Market Study: Shift to 300mm Creates 200mm Opportunities Study Number: MA January 2008

2 Copyright Semico Research, All rights reserved. Reproduction in whole or part is prohibited without permission of Semico. The contents of this report represent the interpretation and analysis of statistics and information that is generally available to the public or released by responsible agencies or individuals, but is not guaranteed as to its accuracy or completeness.

3 Table of Contents List of Tables... iii List of Figures... vi Executive Summary...1 Methodology...3 Five-Year Worldwide Semiconductor Unit Shipments Forecast...4 Total Wafer Demand by Device Type...7 Wafer Demand by Device Type and by Technology Node...8 DRAM...8 SRAM...9 NAND...10 NOR Flash...11 Other Non-Volatile Memory...12 MPU...13 MCU...14 DSPs...15 Computing ICs...16 Communications ICs...17 Other Micrologic...18 PLDs (Programmable Logic Devices)...19 Standard Cells...20 Gate Arrays...21 Analog...22 Discretes...23 Optoelectronics...24 Digital Bipolar...25 Semiconductor Fabs mm Fabs mm Fabs mm Fabs mm Fabs...28 Selection of Twenty Target Companies...29 Selection Criteria...29 Used Equipment Supply/Demand Conclusion...35 Wafer Demand mm Fabs Required mm Fabs Required...37 Appendix: Company Profiles...39 ADI (Analog Devices, Inc.)

4 Atmel Corporation...42 Cypress Semiconductor...46 Elpida Memory, Inc Freescale Semiconductor Inc Freescale Semiconductor Inc Grace Semiconductor Mfg Corp...55 HeJian...57 HHNEC (Hua Hong/NEC)...59 Hynix Semiconductor...62 Intel Corporation...64 Jazz Semiconductor...68 MagnaChip Semiconductor...69 Microchip Technologies...72 Micron Technology...74 NEC...77 On Semiconductor...80 SMIC (Semiconductor Manufacturing International Corporation)...83 Samsung...85 TI (Texas Instruments)...89 Manufacturing Process...95 Tower Semiconductor

5 List of Tables Table 1: Value of Available Used Equipment ($US Millions)...1 Table 2: Total Worldwide IC Shipments Forecast (Units in Thousands)...4 Table 3: Total Worldwide Discretes and Optoelectronics Shipments Forecast...5 Table 4: Total Worldwide Semiconductor Shipments Forecast...5 Table 5: CAGRs for Device Types Ranked in Descending Order...6 Table 6: Total Worldwide Wafer Demand by Device Type...7 Table 7: Technology Node Categories...7 Table 8: Five-Year DRAM Annual Wafer Demand Forecast Equivalents)...8 Table 9: Five-Year SRAM Annual Wafer Demand Forecast Equivalents)...9 Table 10: Five-Year NAND Flash Annual Wafer Demand Forecast Equivalents)...10 Table 11: Five-Year NOR Flash Annual Wafer Demand Forecast Equivalents)...11 Table 12: Five-Year Other Non-Volatile Memory Annual Wafer Demand Forecast by Technology Node (Thousands of 200mm Wafer Equivalents)...12 Table 13: Five-Year MPU Annual Wafer Demand Forecast by Technology Node (Thousands of 200mm Wafer Equivalents)...13 Table 14: Five-Year Annual MCU Wafer Demand Forecast Equivalents)...14 Table 15: Five-Year Annual DSP Wafer Demand Forecast by Technology Node (Thousands of 200mm Wafer Equivalents)...15 Table 16: Five-Year Computing IC Wafer Demand Forecast Equivalents)

6 Table 17: Five-Year Communications IC Wafer Demand Forecast Equivalents)...17 Table 18: Five-Year Other Micrologic Wafer Demand Forecast Equivalents)...18 Table 19: Five-Year PLDs Annual Wafer Demand Forecast Equivalents)...19 Table 20: Five-Year Standard Cells Wafer Demand Forecast Equivalents)...20 Table 21: Five-Year Gate Arrays Wafer Demand Forecast by Technology Node (Thousands of 200mm Wafer Equivalents)...21 Table 22: Five-Year Analog Wafer Demand Forecast by Technology Node (Thousands of 200mm Wafer Equivalents)...22 Table 23: Five-Year Discretes Wafer Demand Forecast by Technology Node (Thousands of 200mm Wafer Equivalents)...23 Table 24: Five-Year Optoelectronics Wafer Demand Forecast Equivalents)...24 Table 25: Five-Year Digital Bipolar Wafer Demand Forecast Equivalents)...25 Table 26: Target Company Selection, Americas...29 Table 26: Target Company Selection, Americas (Continued)...30 Table 27: Target Company Selection, Asia Pacific

7 Table 28: Target Company Selection, China...32 Table 29: Target Company Selection, Europe...33 Table 30: Target Company Selection, Japan...34 Table 31: Wafer Demand by Technology Node: Thousands of 200mm Wafer Equivalents...35 Table 32: Increase in Wafer Demand by Technology Node: Thousands of 200mm Wafer Equivalents...36 Table 33: Additional 200mm Fabs Required to Meet Increased Wafer Demand at 0.13µm - 0.5µm...36 Table 34: Yearly Increase in Wafer Demand at Technology Nodes?90nm...37 Table 35: Additional 300mm Fabs Needed to Satisfy Increased Wafer Demand at Technology Nodes?90nm...37 Table 36: Used Equipment Market Value by Region ($US Millions)

8 List of Figures Figure 1: Five-Year DRAM Annual Wafer Demand Forecast Equivalents)...8 Figure 2: Five-Year SRAM Annual Wafer Demand Forecast Equivalents)...9 Figure 3: Five-Year NAND Flash Annual Wafer Demand Forecast Equivalents)...10 Figure 4: Five-Year NOR Flash Annual Wafer Demand Forecast Equivalents)...11 Figure 5: Five-Year Other Non-Volatile Memory Annual Wafer Demand Forecast by Technology Node (Thousands of 200mm Wafer Equivalents)...12 Figure 6: Five-Year MPU Annual Wafer Demand Forecast Equivalents)...13 Figure 7: Five-Year Annual MCU Wafer Demand Forecast Equivalents)...14 Figure 8: Five-Year Annual DSP Wafer Demand Forecast by Technology Node (Thousands of 200mm Wafer Equivalents)...15 Figure 9: Five-Year Computing IC Annual Wafer Demand Forecast Equivalents)...16 Figure 10: Five-Year Communications IC Annual Wafer Demand Forecast by Technology Node (Thousands of 200mm Wafer Equivalents)...17 Figure 11: Five-Year Other Micrologic Annual Wafer Demand Forecast by Technology Node (Thousands of 200mm Wafer Equivalents)...18 Figure 12: Five-Year PLDs Annual Wafer Demand Forecast Equivalents)...19 Figure 13: Five-Year Standard Cells Annual Wafer Demand Forecast by Technology Node (Thousands of 200mm Wafer Equivalents)

9 Figure 14: Five-Year Gate Arrays Annual Wafer Demand Forecast Equivalents)...21 Figure 15: Five-Year Analog Annual Wafer Demand Forecast Equivalents)...22 Figure 16: Five-Year Discretes Annual Wafer Demand Forecast Equivalents)...23 Figure 17: Five-Year Optoelectronics Annual Wafer Demand Forecast Equivalents)...24 Figure 18: Five-Year Digital Bipolar Annual Wafer Demand Forecast Equivalents)