Applied extended CVD lead in 2002
By Semiconductor Business News
Apr 11, 2003 (4:14 AM)
URL: siliconstrategies.com
SAN JOSE -- Chip-equipment giant Applied Materials Inc. extended its lead in the chemical vapor deposition (CVD) market, as its share jumped from 53.5 percent in 2001, to 58.7 percent in 2002, according to new figures from Dataquest Inc.
Applied grew in a bad market. In total, the CVD market fell from $2.63 billion in terms of worldwide sales in 2001, to $1.93 billion in 2002, according to the San Jose-based research firm.
In terms of CVD sales, Applied dropped from $1.4 billon in 2001, to $1.1 billion in 2002, according to Dataquest.
Novellus Systems Inc. remained in the #2 slot, but the company saw its share fall from 32.3 percent in 2001, to 26.5 percent in 2002, according to the report. Its sales fell from $849.1 million in 2001, to $511.7 million in 2002, the report said.
Applied gained share following a strong reception for the company's “Producer” line of CVD tools, said Steven Pelayo, an analyst with Morgan Stanley in San Francisco. In contrast, Novellus' share dropped due to “early growing pains” for its Vector line of CVD tools, Pelayo said.
Meanwhile, Tokyo Electron Ltd. was in third place in the CVD market, as its share jumped from 2.7 percent in 2001, to 5 percent in 2002, according to Dataquest. Its CVD sales grew from $71.2 million in 2001, to $97.4 million in 2002, the report said.
ASM International N.V. was in fourth place, with 3.6 percent share in 2002, up from 2.3 percent in 2001. Its CVD sales went from $60.6 million in 2001, to $68.6 million in 2002.
ASML Holding NV watched its CVD share fall from 2.5 percent in 2001, to 1.8 percent in 2002. Its CVD sales fell from $65.4 million in 2001, to $35.1 million in 2002.
Rounding out the rankings were Genus Inc. (1.6 percent), Mattson (0.5 percent) and Oxford (0.4 percent).
In total, the worldwide market for wafer fab equipment fell to $16.5 billion, a 31.6 percent decline from 2001 revenue of $24.1 billion, market research organization Dataquest/Gartner Inc. said. But Gartner's rankings showed that market leader Applied Materials and ASML were both able to grow market share and ASML even recorded a jump in sales (see April 7 story ). |
