Semiconductor and LED Fabs: Trends & Forecast 2010

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The presentation contains Information and data on frontend semiconductor and LED fabs. The data is based on SEMI's latest World Fab Forecast database (May 2010) …

The presentation contains Information and data on frontend semiconductor and LED fabs. The data is based on SEMI's latest World Fab Forecast database (May 2010)

The charts and tables are from an article published in June. The article can be found at http://www.semi.org/en/MarketInfo/ctr_037248 .

Other resources:
www.semi.org/fabs
www.semi.org/marketinfo

More in: Technology , Business
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  • 1. SEMI® Industry Research and Statistics Summary of the Frontend Semiconductor and LED Fabs June 2010 June 1 2010090326
  • 2. About Us The SEMI Industry Research and Statistics group provides market data and market research reports covering semiconductor capital equipment, semiconductor materials, packaging materials, and semiconductor fabs. For our major reports, we collect actual data from suppliers around the world following strict professional standards of confidentiality. Our reports provide trends, forecast, and outlook to help the industry make important investment, strategic, and business planning decisions. For additional information regarding our products and our data collection program, please visit us at www.semi.org/marketinfo or contact us at mktstats@semi.org. 2 ©2010 SEMI, All Rights Reserved www.semi.org/fabs June 2010
  • 3. Highlights – May 2010 • Spending on fab construction projects are expected to increase by about 118% to $4.3B in 2010 (was reported as 85% growth and $3.7B in the February 2010 report). • Spending on equipping facilities is expected to increase to over 117% to about $37B in 2010 (was reported as 85% growth and $27B in the Feb 2010 report). • Fifteen new facilities (including MEMS, LEDs and R&D) are expected to begin construction in 2010 (6 facilities were identified in the February 2010 report). Seven are for dedicated LED fabs, 3 for Memory and 2 for foundry. • In 2010, 22 new facilities are expected to begin operations (7 LED fabs and 7 facilities offering foundry services). In 2011, 19 facilities are expected to begin operations (9 for LED). Source: SEMI World Fab Forecast, May 2010 3 ©2010 SEMI, All Rights Reserved www.semi.org/fabs June 2010
  • 4. Worldwide Fab Spending (Construction/Equipping) (in US$ millions) 2007 2008 2009 2010 2011 Fab spending with $46,559 $30,931 $16,339 $35,514 $42,035 Discretes* Change % 11.5% -33.6% -47.2% 117.4% 18.4% Fab spending without $45,290 $29,694 $15,554 $33,553 $40,718 Discretes* Change % -34.4% -47.6% 115.7% 21.4% * Discretes include LED fabs Source: SEMI World Fab Forecast, November 2009 4 ©2010 SEMI, All Rights Reserved www.semi.org/fabs June 2010
  • 5. Worldwide Fab Spending for Discretes and LED Fabs Fab Spending for Discretes and LED Fabs US$ Billion 2.5 120% LED fabs Rest of Discretes 100% 2 Share of LED fabs 80% 1.5 60% 1 40% 0.5 20% 0 0% 2007 2008 2009 2010 2011 Source: SEMI World Fab Forecas t reports (May 2010) 5 ©2010 SEMI, All Rights Reserved www.semi.org/fabs June 2010
  • 6. WW Spending for Equipping Fabs by Product Type 6 ©2010 SEMI, All Rights Reserved www.semi.org/fabs June 2010
  • 7. 2010 Worldwide Fab Spending by Company* (since November 2009) Companies Main product 2010 2010 Change (as of Nov 2009) (as of May 2010) TSMC Foundry $2,360 $4,680 98% Hynix Memory $1190 $2090 76% Samsung Memory $4,588 $7,558 65% Toshiba (with SONY) Memory $465 $760 63% UMC Foundry $860 $1,380 60% Nanya Memory $540 $660 22% IM Flash (Micron/Intel) Memory $610 ** $740 21% Inotera (Micron/Nanya) Memory $1,290 $1,500 16% Flash Alliance Memory $1,950 $2,145 10% Elpida with Rexchip Memory $900 $950 6% Globalfoundries Foundry (MPU) $2,530 $2,650 5% SMIC et all Foundry $630 $640 2% Intel MPU $3,720 $3,640 -2% * Currencies were converted to US$ Million, Fiscal Years were converted into Calendar Years. Elpida has majority share in Rexchip with 64%. IM Flash is Micron Intel (about half each), Inotera is Micron, Nanya (50% each). Renesas and NEC counted together. Hynix is with Wuxi ** Data from Feb 2010 report 7 ©2010 SEMI, All Rights Reserved www.semi.org/fabs June 2010
  • 8. Percent Change of Rate of Installed Capacity 8 ©2010 SEMI, All Rights Reserved www.semi.org/fabs June 2010
  • 9. Appendix 9 ©2010 SEMI, All Rights Reserved www.semi.org/fabs June 2010
  • 10. Product Information SEMI® Fab Databases • Get the latest on fab construction plans. • Get the latest on fab equipment spending • Get in-depth analyses of fab capacity plans • Get forecast information on fabs The SEMI Worldwide Fab Databases are an invaluable tool for understanding the semiconductor fabs 10 ©2010 SEMI, All Rights Reserved www.semi.org/fabs June 2010
  • 11. SEMI® Fab Databases : Content These reports list fabs which use Wafer Processing Equipment:  Semiconductor Front End Fabs no Back End (Assembly & Test)  EPI Wafer fabs, MEMS fabs, LED fabs (new)  Volume production, Pilot, R&D, Consortia  Tracks fab details: from plan until end of life of a fab 11 ©2010 SEMI, All Rights Reserved www.semi.org/fabs June 2010
  • 12. SEMI® Fab Databases Includes Tables and Graphs 12 ©2010 SEMI, All Rights Reserved www.semi.org/fabs June 2010
  • 13. SEMI® Fab Databases Summary Company Detail Capacity by Country & Region Graphs (12) & Tables (16) Spending by Region Capacity by Company Spending by Company Capacity by Foundries Capacity by Wafers size and Year Capacity by Product Type and Year Capacity by Geometry and Year 13 ©2010 SEMI, All Rights Reserved www.semi.org/fabs June 2010
  • 14. SEMI® Fab Databases Detail Fab Information Other Columns Location Company Fab Type Name Product Type Products Technology Current Geometry Current wafer size Install Equip (date) First Silicon (date) Production (date) Construction cost Ownership Equipping cost Total cost Wafer capacity* Wafer size* Geometry* Joint Construction spending* Venture Equipment spending* Partners …. …. more… * On a quarterly basis. Source: SEMI® World Fab Forecast 14 ©2010 SEMI, All Rights Reserved www.semi.org/fabs June 2010
  • 15. SEMI® Fab Databases All databases are published at the same time February May August November Usually published near the end of each month listed above. Data updated on a daily basis – Published 4x per year 15 ©2010 SEMI, All Rights Reserved www.semi.org/fabs June 2010
  • 16. Resources Websites www.semi.org/fabs www.semi.org/marketinfo Follow us on www.twitter.com/SEMI_mktstats Samples Contact Ed Hall ehall@semi.org for a free sample of any of the SEMI fab database reports. Acknowledgement Special thanks to Christian Gregor Dieseldorff for his contribution Request a free samples of our fab database report 16 ©2010 SEMI, All Rights Reserved www.semi.org/fabs June 2010
  • 17. www.semi.org/fabs 17 ©2010 SEMI, All Rights Reserved www.semi.org/fabs June 2010