Abstract
TEL needs to introduce new processing tools into the market in sectors that
will show stronger than average growth over the next several years in order to
maintain it' s second place position in the industry, according to the report
Tokyo Electron Ltd. (TEL): Strategies, Technologies, Markets, recently
published by The Information Network, a New Tripoli, PA-based market research
company.
TEL was the market leader in each of the following sectors in 2004:
Coater/Developer, Spin-On Deposition (SOD), Vertical Tube CVD, Dielectric
Etch, and Thermal Processing System, according to the report. In these
categories in 2004 it gained market share in: Spin-On Deposition (SOD),
Vertical Tube CVD, Dielectric Etch, and Thermal Processing Systems.
"TEL' s market share has risen consistently from 2001 to 2004," notes Dr.
Robert N. Castellano, President of The Information Network. "On the negative
site, only 28% of TEL' s revenues were in sectors that exhibited stronger than
the average market growth on 2004, namely coater/developer, scrubber, and
dielectric etch."
TEL entered the semiconductor business in 1963 but didn' t enter the top 10 in
led the world in equipment sales until 1983, with $98 million in revenues.
TEL was in the top 10 rankings until 1989 when it gained first place with $635
million in revenues. The company maintained its 1st place rankings until 1992
when it relinquished 1st place to Applied Materials. TEL has maintained a 2nd
place position since then, according to the report. However, TEL is slowly
catching up. In 1999, TEL' s revenues were less that half (46%) of Applied
Materials, increasing to 55% in 2001 and 63% in 2004.
"TEL' s success has also been a result of an extensive combination of
collaborative research with consortia, joint ventures, and technology
investments," added Dr. Castellano. "But the company needs capitalize on
these endeavors and enter new sectors with their own original products that
will grow above the industry average over the coming years. Knocking on TEL' s
back door is ASML"
The Information Network is a leading consulting and market research company
addressing the semiconductor, computer, and telecommunications industries.
Table of Contents
Chapter 1 Introduction
Chapter 2 Business Strategies
- 2.1 Introduction
- 2.2 Business Units
- 2.3 TEL' s Strengths
- 2.4 TEL' s Globalization
- 2.4.1 Europe
- 2.4.2 U.S.
- 2.4.3 Asia
- 2.4.4 Japan
- 2.5 TEL' s Business Continuity Plan (BCP)
- 2.6 Legal Strategies
- 2.7 Financial Analysis
Chapter 3 Technology Strategies
- 3.1 Introduction
- 3.2 Collaborative Research
- 3.2.1 IMEC (Part 1)
- 3.2.2 SiLKnet Alliance
- 3.2.3 HALCA
- 3.2.4 Canon
- 3.2.5 International Sematech
- 3.2.6 Albany R&D Center
- 3.2.7 IBM
- 3.2.8 IMEC (Part 2)
- 3.2.9 CEA LETI
- 3.3 Joint Ventures
- 3.3.1 Thermco
- 3.3.2 Honeywell Electronic Materials
- 3.3.3 Dow Chemical
- 3.3.4 Nikon
- 3.3.5 Ultratech/VSEA
- 3.3.6 Toshiba/Ebara/DNS
- 3.3.7 Teseda
- 3.3.8 Nikon (Part 2)
- 3.3.9 Clariant
- 3.3.10 Mattson Technology
- 3.3.11 Nanometrics
- 3.4 Technology Investments
- 3.4.1 TEL Venture Capital, Inc.
- 3.4.2 Allegro Manufacturing
- 3.4.3 Molecular Imprints
- 3.5 Technology Purchases/Divestments
- 3.5.1 Timbre Technologies
- 3.5.2 Brooks Automation
- 3.5.3 Metron Technology
- 3.5.4 WaferMasters
- 3.5.5 Therma-Wave
- 3.5.6 Epion
- 3.6 Technology Distribution
- 3.6.1 FEI
- 3.6.2 VSEA
- 3.6.3 Yield Dynamics
- 3.6.4 NuTool
- 3.6.5 Bede Scientific Instruments
- 3.6.6 Isilon Systems
- 3.6.7 Rudolph Technologies
- 3.6.8 Integrated Materials Inc.
Chapter 4 Product Strategies
- 4.1 Introduction
- 4.2 Semiconductor Equipment
- 4.2.1 Advanced Inspection & Metrology
- 4.2.2 Clean Track
- 4.2.3 Etch Systems
- 4.2.4 Single Wafer Deposition
- 4.2.5 Surface Preparation Systems
- 4.2.6 Timbre Products
- 4.2.7 Thermal Processing Systems
- 4.2.8 Test Systems
- 4.3 FPD Equipment
Chapter 5 Competition And Market Forecasts
- 5.1 Market Drivers
- 5.1.1 Semiconductor Market
- 5.1.2 Industry Trends
- 5.1.3 Economic Trends
- 5.2 Competing to be a Global Market Leader
- 5.3 Market Size and Market Shares
- 5.3.1 Clean Track Market
- 5.3.1.1 Coater/Developer
- 5.3.1.2 Spin-On Deposition (SOD)
- 5.3.2 Etch System Market
- 5.3.1.3 Dielectric Etch
- 5.3.1.4 Polysilicon Etch
- 5.3.3 Deposition System Market
- 5.3.3.1 Vertical Tube CVD
- 5.3.3.2 Non-tube CVD
- 5.3.4 Surface Preparation System Market
- 5.3.4.1 Auto Wet Station
- 5.3.4.2 Spray Processing System
- 5.3.4.3 Wafer Scrubber
- 5.3.5 Thermal Processing System Market
- 5.3.6 Wafer Prober Market
LIST OF TABLES
- 5.1 Worldwide Capital Spending 2005 - 2007
- 5.2 Top Semiconductor Equipment Revenues 1984-2007
- 5.3 TEL' s Share Of Equipment Market Sectors 2001-2006
- 5.4 Worldwide Coater/Developer Market Forecast
- 5.5 Worldwide Coater/Developer Market Shares 2001-2007
- 5.6 Worldwide Spin-On Deposition (SOD) Market Forecast
- 5.7 Worldwide Spin-On Deposition (SOD) Market Shares 2001-2007
- 5.8 Worldwide Dielectric Dry Etch Market Forecast
- 5.9 Worldwide Dielectric Dry Etch Market Shares 2001-2007
- 5.10 Worldwide Polysilicon Dry Etch Market Forecast
- 5.11 Worldwide Polysilicon Dry Etch Market Shares 2001-2007
- 5.12 Worldwide Vertical Tube CVD Market Forecast
- 5.13 Worldwide Vertical Tube CVD Shares 2001-2007
- 5.14 Worldwide Non-tube CVD Market Forecast
- 5.15 Worldwide Non-tube CVD Market Shares 2001-2007
- 5.16 Worldwide Auto Wet Station Market Forecast
- 5.17 Worldwide Auto Wet Station Market Shares 2001-2007
- 5.18 Worldwide Spray Processing System Market Forecast
- 5.19 Worldwide Spray Processing System Market Shares 2001-2007
- 5.20 Worldwide Wafer Scrubber Market Forecast
- 5.21 Worldwide Wafer Scrubber Market Shares 2001-2007
- 5.22 Worldwide Thermal Processing System Market Forecast
- 5.23 Worldwide Thermal Processing System Shares 2001-2007
- 5.24 Worldwide Wafer Prober Market Forecast
- 5.25 Worldwide Wafer Prober Market Shares 2001-2007
LIST OF FIGURES
- 1.1 TEL' s 40 Years Of Revenue Growth
- 2.1 TEL' s Structural Reform Plans
- 2.2 TEL' s Four Decades Of Revenues And Innovations
- 5.1 Worldwide Coater/Developer Market Shares 2007
- 5.2 Worldwide Spin-On Deposition (SOD) Market Shares 2007
- 5.3 Worldwide Dielectric Dry Etch Market Shares 2007
- 5.4 Worldwide Polysilicon Dry Etch Market Shares 2007
- 5.5 Worldwide Vertical Tube CVD Market Shares 2007
- 5.6 Worldwide Non-tube CVD Market Shares 2007
- 5.7 Worldwide Auto Wet Station Market Shares 2007
- 5.8 Worldwide Spray Processing System Market Shares 2007
- 5.9 Worldwide Wafer Scrubber Market Shares 2007
- 5.10 Worldwide Thermal Processing System Market Shares 2007
- 5.11 Worldwide Wafer Prober Market Shares 2007
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