With new cost-sensitive semiconductor devices driving capacity demand, 200mm wafer size and currently existing (legacy) fabs are seeing a renaissance, SEMI completed a thorough study of the secondary fab equipment market to identify the market size and to capture key trends and issues impacting this industry segment. SEMI interviewed and surveyed integrated device makers (IDMs) and foundries. Companies were asked to provide information pertaining to the acquisition of previously installed tools for 150mm, 200mm, and 300mm manufacturing. The SEMI Secondary Fab Equipment Report is new, unique coverage for the industry. The report contains 26 pages and 29 figures and charts. The target audience is expected to be companies serving the secondary fab equipment supply chain, IDMs and foundries, and other industry analysts who need data to benchmark and analyze this market.
The semiconductor industry is maturing where annual double-digit fab capacity additions are less frequent, and the industry is spending in the range of $30 billion per year in new fab equipment. Investment in “legacy” fabs is important in manufacturing semiconductor products, including the emerging Internet of Things (IoT) class of devices and sensors, and remains a sizeable portion of the industries manufacturing base:
- 150mm and 200mm fab capacity represent approximately 40 percent of the total installed fab capacity
- 200mm fab capacity is on the rise, led by foundries that are increasing 200mm capacity by about 7 percent through to 2016 compared to 2012 levels
- New applications related to mobility, sensing, and IoT are expected to provide opportunities for manufacturers with 200mm fabs
Out of the total US$ 27 billion spent in 2013 on fab equipment and US$ 31 billion spent on fab equipment in 2014, secondary fab equipment represents approximately 5 percent of the total, or US$ 1.5 billion, annually. For 2014, 200mm fab investments by leading foundries and IDMs resulted in a 45 percent increase in spending for secondary 200mm equipment. Foundries are estimated to represent half of the 200mm equipment spending in 2014.
In developing the report, SEMI interviewed and surveyed IDMs and foundries. Direct spending input was obtained from 28 companies, and estimates were made for another 12 companies based on known capex plans, quarterly financial statements and transcripts, and capacity investment trends tracked by the SEMI World Fab Forecast database. The focus of the new report is on secondary fab equipment spending; secondary test equipment and assembly and packaging equipment were not included in this study. To order the report, visit www.semi.org/en/node/53676. For information on all SEMI Market research reports, visit www.semi.org/en/MarketInfo. For information on SEMI, visit www.semi.org