semiconductor and led fabs: trends & forecast 2010

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June 2010090326 1 SEMI ® Industry Research and Statistics Summary of the Frontend Semiconductor and LED Fabs June 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 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

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Page 1: Semiconductor and LED Fabs: Trends & Forecast 2010

June 20100903261

SEMI®Industry Research and Statistics

Summary of theFrontend Semiconductor and LED Fabs

June 2010

Page 2: Semiconductor and LED Fabs: Trends & Forecast 2010

June 2010©2010 SEMI, All Rights Reserved2 www.semi.org/fabs

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 [email protected].

Page 3: Semiconductor and LED Fabs: Trends & Forecast 2010

June 2010©2010 SEMI, All Rights Reserved3 www.semi.org/fabs

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

Page 4: Semiconductor and LED Fabs: Trends & Forecast 2010

June 2010©2010 SEMI, All Rights Reserved4 www.semi.org/fabs

Worldwide Fab Spending (Construction/Equipping)

21.4%115.7%-47.6%-34.4%Change %

$40,718$33,553$15,554$29,694$45,290Fab spending without Discretes*

18.4%117.4%-47.2%-33.6%11.5%Change %

$42,035$35,514$16,339$30,931$46,559Fab spending with Discretes*

20112010200920082007(in US$ millions)

* Discretes include LED fabs

Source: SEMI World Fab Forecast, November 2009

Page 5: Semiconductor and LED Fabs: Trends & Forecast 2010

June 2010©2010 SEMI, All Rights Reserved5 www.semi.org/fabs

Worldwide Fab Spending for Discretes and LED Fabs

Fab Spending for Discretes and LED Fabs

0

0.5

1

1.5

2

2.5

2007 2008 2009 2010 2011

Source: SEMI World Fab Forecas t reports (May 2010)

US$ Billion

0%

20%

40%

60%

80%

100%

120%LED fabsRest of DiscretesShare of LED fabs

Page 6: Semiconductor and LED Fabs: Trends & Forecast 2010

June 2010©2010 SEMI, All Rights Reserved6 www.semi.org/fabs

WW Spending for Equipping Fabs by Product Type

Page 7: Semiconductor and LED Fabs: Trends & Forecast 2010

June 2010©2010 SEMI, All Rights Reserved7 www.semi.org/fabs

2010 Worldwide Fab Spending by Company*

-2%$3,640$3,720MPUIntel

2%$640$630FoundrySMIC et all

5%$2,650$2,530Foundry (MPU)Globalfoundries

6%$950$900MemoryElpida with Rexchip

10%$2,145$1,950MemoryFlash Alliance

16%$1,500$1,290MemoryInotera (Micron/Nanya)

21%$740$610 **MemoryIM Flash (Micron/Intel)

22%$660$540MemoryNanya

60%$1,380$860FoundryUMC

63%$760$465MemoryToshiba (with SONY)

65%$7,558$4,588MemorySamsung

76%$2090$1190MemoryHynix

98%$4,680$2,360FoundryTSMC

Change2010(as of May 2010)

2010(as of Nov 2009)

Main productCompanies

* 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

(since November 2009)

Page 8: Semiconductor and LED Fabs: Trends & Forecast 2010

June 2010©2010 SEMI, All Rights Reserved8 www.semi.org/fabs

Percent Change of Rate of Installed Capacity

Page 9: Semiconductor and LED Fabs: Trends & Forecast 2010

June 2010©2010 SEMI, All Rights Reserved9 www.semi.org/fabs

Appendix

Page 10: Semiconductor and LED Fabs: Trends & Forecast 2010

June 2010©2010 SEMI, All Rights Reserved10 www.semi.org/fabs

Product Information

• 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

SEMI® Fab Databases

The SEMI Worldwide Fab Databases are an invaluable tool for understanding the semiconductor fabs

Page 11: Semiconductor and LED Fabs: Trends & Forecast 2010

June 2010©2010 SEMI, All Rights Reserved11 www.semi.org/fabs

SEMI® Fab Databases : Content

These reports list fabs which use Wafer Processing Equipment:

Tracks fab details: from plan until end of life of a fab

Semiconductor Front End Fabsno Back End (Assembly & Test)

EPI Wafer fabs, MEMS fabs, LED fabs (new) Volume production, Pilot, R&D, Consortia

Page 12: Semiconductor and LED Fabs: Trends & Forecast 2010

June 2010©2010 SEMI, All Rights Reserved12 www.semi.org/fabs

SEMI® Fab Databases

Includes Tables

and Graphs

Page 13: Semiconductor and LED Fabs: Trends & Forecast 2010

June 2010©2010 SEMI, All Rights Reserved13 www.semi.org/fabs

SEMI® Fab Databases

SummaryGraphs (12) & Tables (16)

Capacity by Country & RegionCapacity by CompanyCapacity by FoundriesCapacity by Wafers size and YearCapacity by Product Type and YearCapacity by Geometry and Year

Company DetailSpending by RegionSpending by Company

Page 14: Semiconductor and LED Fabs: Trends & Forecast 2010

June 2010©2010 SEMI, All Rights Reserved14 www.semi.org/fabs

SEMI® Fab DatabasesDetail Fab Information

Other ColumnsLocationFab TypeProduct TypeProductsTechnologyCurrent GeometryCurrent wafer sizeInstall Equip (date)First Silicon (date)Production (date)Construction costEquipping costTotal costWafer capacity*Wafer size*Geometry*Construction spending*Equipment spending*….….more…

* On a quarterly basis.

Source: SEMI® World Fab Forecast

Ownership

Company Name

Joint Venture Partners

Page 15: Semiconductor and LED Fabs: Trends & Forecast 2010

June 2010©2010 SEMI, All Rights Reserved15 www.semi.org/fabs

SEMI® Fab Databases

FebruaryMay

AugustNovember

All databases are published at the same time

Usually published near the end of each month listed above.

Data updated on a daily basis – Published 4x per year

Page 16: Semiconductor and LED Fabs: Trends & Forecast 2010

June 2010©2010 SEMI, All Rights Reserved16 www.semi.org/fabs

Resources

Websiteswww.semi.org/fabswww.semi.org/marketinfo

Follow us onwww.twitter.com/SEMI_mktstats

SamplesContact Ed Hall [email protected] for a free sample of any of the SEMI fab database reports.

AcknowledgementSpecial thanks to Christian Gregor Dieseldorff for his contribution

Request a free samples of our fab database report

Page 17: Semiconductor and LED Fabs: Trends & Forecast 2010

June 2010©2010 SEMI, All Rights Reserved17 www.semi.org/fabs

www.semi.org/fabs