Although little actually changed in the form of rankings amongst
Gartner’s Top 10 semiconductor equipment suppliers for 2007, the
released findings are notable in that ASM International entered the
list at number 10 with revenues of just $1 billion and moved up three
positions compared to 2006. Canon was the victim, being demoted from
the Top10 rankings. No changes were recorded amongst the top 5
equipment suppliers, noted Gartner.
The wafer fab equipment (WFE) segment grew 10 percent but the
back-end equipment (BEE) declined 8.1 percent in 2007, compared to
2006. The packaging and assembly equipment (PAE) segment declined 3.7
percent, and the automated test equipment (ATE) segment fell 13.7
percent.
“Uneven investment behavior, with weakness in
logic/foundry and strength in memory-related capacity spending, once
again impacted relative equipment market share positions, as well as
the regional sales picture in 2007,” said Klaus Rinnen, managing vice
president for Gartner's semiconductor manufacturing research group.
“45nm investments ramped more meaningful in 2007 but still accounted
for less than 10 percent of total investment for the year. Regionally,
investments in North America, Japan and Europe were below market, while
Asia/Pacific again led the charge with 14.9 percent growth.”
Worldwide
capital equipment spending totaled $44.5 billion in 2007, a 5.9 percent
increase from 2006 revenue of $42.1 billion, according to Gartner. This
was primarily fuelled by memory manufacturers.
Dainippon Screen reversed a business decline from 2006 with growth of
21 percent in 2007. Nikon followed suit with an 18.2 percent revenue
increase in 2007 compared to 2006. Tokyo Electron continued double
digit growth levels, nearly twice the rate of the overall market.
KLA-Tencor
grew share in process control market even though that market segment
performed slightly below market in 2007. According to Gartner, Lam
Research outperformed the market as it expanded its share in the Etch
market.
The majority of companies in the Top 10 saw revenue
growth lower in 2007 compared to 2005-2006 figures. Advantest continued
to see revenues decline, while Novellus Systems saw the biggest fall of
13.6 percent year-on-year. Even Applied Materials saw growth slow
considerably from 2005-2006 levels, posting growth of only 4.5 percent,
losing share as it underperformed the market in 2007, according to
Gartner.