To: Jorj X Mckie who wrote (36925 ) 4/16/2003 12:42:24 PM From: Frederick Langford Respond to of 57110 SEMI Reports 2002 Global Semiconductor Equipment Sales Of $19.7 Billion Industry Posts 30 Percent Year-Over-Year Decline SAN JOSE, Calif., April 15, 2003 -- SEMI, the global industry association of companies that supply manufacturing technology and materials to the world’s chip makers, reported that worldwide sales of semiconductor manufacturing equipment totaled $19.7 billion in 2002, representing a year-over-year decline of 29.6 percent. The data is available in the Worldwide Semiconductor Equipment Market Statistics (SEMS) Report, now available from SEMI. Compiled from data submitted by members of SEMI and the Semiconductor Equipment Association of Japan (SEAJ), the Worldwide SEMS Report is a summary of the monthly billings and bookings figures for the global semiconductor equipment industry. The report, which includes data for six major semiconductor producing regions and 19 product categories, shows worldwide billings totaled $19.7 billion in 2002, compared with $28.0 billion posted in 2001 and $47.8 billion posted in the extraordinary boom year of 2000. "The worldwide semiconductor manufacturing equipment industry experienced a second consecutive year of significant decline and fell to its lowest annual level since 1994," said Stanley T. Myers, president and CEO of SEMI. "While world events cast additional uncertainty on the timing of renewed capital spending, current expectations are for modest growth of the equipment market in 2003 with a fuller recovery in 2004, driven by the continued adoption of 300 mm and advanced technologies." The Japan and Europe market regions contracted the most in 2002, falling 49 percent and 45 percent, respectively. North America, the largest regional market, fell nearly 28 percent in 2002 to $5.9 billion. Korea fell nearly 24 percent to $1.7 billion in 2002. The Rest of World category, which aggregates equipment sales in mainland China, Singapore, Malaysia and other markets, declined 13 percent to $2.7 billion. The region of Taiwan is the only market reported to have grown in 2002, with billings increasing nine percent to nearly $3.5 billion. 2001-2002 Semiconductor Capital Equipment Market by World Region (Dollars in U.S. Millions; Percentage Year-over-Year) Region 2001 $M 2002 $M Change % Europe 3,821 2,107 -44.9% Japan 7,594 3,891 -48.8% Korea 2,191 1,667 -23.9% North America 8,175 5,908 -27.7% Taiwan 3,203 3,491 9.0% Rest of World 3,054 2,685 -12.1% Total Regions $28,038 $19,749 -29.6% Source: SEMI-SEAJ The Worldwide SEMS Report is published monthly and is available as part of the SEMI Executive Market Data Service. The monthly report updates billings and bookings by world region and by industry segment. For more information about the SEMI Industry Research and Statistics program and subscription services, call SEMI Customer Service at 408.943.6901 or e-mail mktstat@semi.org. Fred