Semiconductor Market
Growth of Semiconductor Market
221
158 161 187
231 240
264 274 260
230 304
299.5
288.9 303.0 318.7
-28.7
2.4 15.7
23.7
4.0
10.1 3.8
-5.2
-11.7 32.5
-1.5 -3.2
4.5 5.2
-40 -30 -20 -10 0 10 20 30 40
0 50 100 150 200 250 300 350
2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014
Growth Rate (%)
Revenue (US $B)
Year
Figure Worldwide Semiconductor Market Growth
Revenue (US $B) Growth Rate (%)
Source: iSuppli (Data in 2000-2010), Dec. 2012, Ref.: iNews24, 4/16/2012 WSTS (Data 2011 and after), Ref.: 전자신문, 12/3/2012
Semiconductor Industry in Electronics - How Big?
• Worldwide Semiconductor Industry Represents ~ 20% of Total Electronic Equipment
• Similar Trend of the Two Curves Indicates the Intimate Correlation between Electronics & Semiconductor
Source: Gartner Dataquest Q1 2005 Update
Figure WW Semiconductor Growth with Electronic Equip Growth
Year
19.9%
0.0 200,000.0 400,000.0 600,000.0 800,000.0 1,000,000.0 1,200,000.0 1,400,000.0 1,600,000.0
2000 2001 2002 2003 2004 2005 2006 2007 2008
Electronic Equip
Semiconductor
~ 20%
Attend to Similar Trends of 2 Curves
Market Volume (US $M)
The Global Electronics Industry
Source: “Consumers’ in the drivers’ seat,” - Debbora Ahlgren, 6/25/2008, 2008 Korea Test Conference
Communications 25.2%
Consumer 11.4%
Computer 35.3%
Automotive 6.3%
Military 8.7%
Industrial/
Medical 13.1%
$1,190B 2006 Production
Figure Electronic Industry by Application Sector Figure Growth of Electronic Industry by Region
*TAM: Total Available Market
• Semiconductors Underpin All Business Sectors
• End Products’ Ever-Growing Dependence on Semiconductors
The Market Scale of Semiconductor Industry
Source: Medea+
Reference: “Consumers’ in the drivers’ seat,” – D. Ahlgren, 6/25/2008, 2008 Korea Test Conference
World GDP
Electronic Equipment Semiconductors
Investment (Materials & Equipment)
$36,000B
1,240B
246B 45B
Figure Revenue Comparison of Electronic Equipment with Semiconductor
Figure Dependence of Electronic Equipment on Semiconductor
Semiconductor Content (Percentage of End Product Value)
30%
10%
20%
1980 1990 2000 2010 2020
Micro Nano
2011 Ranking – Top 10 Semiconductor Companies
Table Worldwide Semiconductor Ranking in 2011
Unit: US $M
Rank
Company
Revenue
2008 2009 2010 2011* 2011* 2010 2009 2008
1 1 1 1 Intel 50,669 40,394 32,095 33,767
2 2 2 2 Samsung Electronics 27,366 27,834 17,123 16,902
3 3 3 3 Toshiba 11,769 13,010 10,640 11,081
4 4 4 4 Texas Instruments 11,754 12,994 9,612 11,068
6 8 5 5 Renesas Technology 10,650 11,893 5,664 7,017
8 6 9 6 Qualcomm 9,998 7,204 6,475 6,477
5 5 7 7 ST Microelectronics 9,635 10,346 8,400 10,325
9 7 6 8 SK Hynix 9,388 10,380 5,940 6,023
16 14 8 9 Micron 7,643 8,876 3,995 4,435
14 13 10 10 Broadcom 7,160 6,682 4,198 4,643
Sources: iSuppli & Gartner, all numbers from iSuppli except the ones in 2011 marked with an asterisk(*) from Gartner
Semiconductor Market Share by Nation
50.8%
(158.26)
18.7%
(58.20) 13.9%
(43.22)
8.9%
(27.75) 7.7%
(24.77 )
Figure Market Share in Semiconductor Industry by Nation
USA
Japan
Korea
Europe
RoW
Source: Gartner & iSuppli, Ref.: 전자신문, 10/24/2012 (p6)
Numbers in( ) are Revenue: in US$B
Source: Gartner Dataquest, May 2007 Semiconductor Forecast Worldwide - Forecast Database (SEQS-WW-DB-
DATA)
ASSP 24%
Memory Micro 23%
18%
ASIC 9%
Opto 8%
Analog 6%
Discrete 6%
Logic 5%
Non-Opto Sensors 1%
Figure Market Share by Product Segment
Total Revenue in Year 2007 - US $262.3BMarket Share by Product Segment
0.0 50.0 100.0 150.0 200.0 250.0 300.0 350.0
2008 2009 2010 2011 2012 2013
Revenue (US $B)
Year
Figure Worldwide Semiconductor & Memory Market Growth
Commodity Memory
Total Semiconductor
(excluding Commodity Memory)
Note: Commodity memory is DRAM and NAND Flash, and it excludes other types of memory Source: Gartner (November 2009)
16.1% 18.7%
14.7% 18.5% 17.9% 16.4%
Market Share by Memory (DRAM + NAND Flash Memory)
Semiconductor Equipment Market & Suppliers
Table Worldwide Semiconductor Tool Suppliers
Unit: US $M
Rank Company
Revenue
Growth 2011 2010 (%)
1 ASML 7,877 5,973 32%
2 Applied Materials 7,437 7,284 2%
3 TEL 6,203 5,261 18%
4 KLA Tencor 3,106 2,431 28%
5 Lam Research 2,804 3,004 -7%
6 DNP 2,104 1,727 22%
7 Nikon 1,645 1,517 8%
8 Advantest 1,446 1,134 28%
9 ASM 1,443 1,416 2%
10 Novellus 1,318 1,316 0%
Sum 35,383 31,063 14%
Source: ALSI Research
Table Domestic Semiconductor Tool Suppliers
Unit: 억\
Rank Company Revenue Growth
2011 2010 (%)
1 SFA 7,534 6,324 19.1%
2 Semes 7,032 7,620 -7.7%
3 주성 3,048 4,234 -28.0%
4 원익 IPS 2,878 3,452 -16.6%
5 DMS 2,334 2,574 -9.3%
6 AP System 2,240 1,543 45.2%
7 국제 Electric Korea 2,138 1,456 46.8%
8 Secron 2,096 1,669 25.6%
9 참 Engineering 2,004 2,057 -2.6%
10 Zeus 1,955 1,921 -2.6%
Sum 33,259 32,850 1.2%
Source: 전자신문, 3/16/2012
