Dataquest Telebriefing: Semiconductor Capital Equipment Market, 2Q09 Update

ID Number: G00169283

15 July 2009

Bob Johnson Klaus Rinnen Kay-Yang Tan Mark Stromberg Joseph Unsworth

Semiconductor manufacturing equipment will decline 45.8% in 2009, followed by a 29% growth in 2010. Recent projections indicate that the industry has reached the bottom of the recession and that growth on a quarterly level will return in the second half of 2009.

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Table of Contents

Semiconductor Manufacturing Forecast, 2Q09: Good News Leads to Key Questions

Semiconductor Equipment Market, 2Q09 Agenda: Key Issues Addressed

Forecast Growth Scorecard

U.S. GDP Growth Forecast for 2009 Over Time: Pushing Off Bottom, but Issues Persist

Principles of Semiconductor Downcycle: Demand-Induced, a Test of Endurance, Patience and Restraint

Waves of Recovery for Semiconductor Manufacturing Equipment Market

Financial Crisis Impact: Unprecedented Decline Followed by Bumpy Recovery

Waves of Recovery in Major Electronics Application Sectors

DRAM Forecast, 2Q09: Worldwide Supply and Demand

NAND Forecast, 2Q09: Worldwide Supply and Demand

NAND Flash Market Forecast: 2008 Collapse, but Recovery 2010 and Beyond

NAND Flash Competitive Intelligence: Technology

Inventories Improve in 1Q09

Capital Spending: Plummeting in 2009

Capex Details: 2009 Technology; 2010 Some Capacity

2009 Capex Top 20: Intel Returns to No. 1 Position for 2009

Wafer Fab Utilization: Beginning to Recover Toward Normal

Industry Profitability Recovers

Net Cash Flow Recovers

Supply-Side Fundamentals: Recovery on the Horizon

Semiconductor Capital Equipment, 2Q09: Economic Crisis Hits Hard

Wafer Fab Equipment: Quarterly Revenue Scenarios

Foundry Capacity Utilization

Foundry Service Market: Quarterly Revenue Scenarios

Foundry Capex vs. Capital Intensity: Spending Plummets 39% in 2009

Dataquest P&A Utilization Index

SATS Market: Quarterly Revenue Forecast Scenarios

Back-End Equipment Market: Quarterly Revenue Forecast Scenarios

TSV Implementation and Manufacturing: 2009-2013

Conclusions

Acronym Key

Semiconductor Devices
Manufacturing of Semiconductors
Semiconductor Capital Spending
Semiconductor Wafer Fabrication Equipment
Semiconductor Packaging and Assembly Equipment
Semiconductor Wafer Fabrication Plants
IT and the Economy

Semiconductor and Electronic Manufacturing Worldwide

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Resource Id: 1075219