Semiconductor Equipment Market, September 2009 Agenda: Key Issues Addressed
Macroeconomy Shows Signs of Improvement
Forecast Growth Scorecard
Record 2Q09 Results Dramatically Improve Timing of Rebound
PCs and Cell Phones Accounted for 60% of Upside in 2009
PC Unit Production Forecast: A Flat 2009 and a Recovery Spread Over 2010-2011
Mobile Phone Unit Production Update: 8.0% Decline in 2009
Worldwide LCD TV Production Increased
Worldwide Recession Unprecedented Decline Followed by Bumpy Recovery
Inventory, September 2009: Index Returns to Normal Levels
Capital Spending: Recovery Starting
Capital Spending by Device Type
2009 Capex Top 20: Intel Returns to No. 1 Position for 2009
Wafer Fab Utilization: Beginning to Recover Toward Normal
Supply-Side Fundamentals: Recovery on the Horizon
Semiconductor Capital Equipment, 3Q09: Recovery Begins in 2010
Wafer Fab Equipment: Quarterly Revenue Scenarios
Foundry Capacity Utilization
Foundry Service Market: Quarterly Revenue Scenarios
Foundry Capex Versus Capital Intensity: Spending in 2H09 Will Be 2.3x More Than 1H09
SATS Market: Quarterly Revenue Forecast Scenarios
Dataquest P&A Utilization Index
Back-End Equipment Market: Quarterly Revenue Forecast Scenarios
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