Table of Contents 1 Global Semiconductor Industry 1.1 Overview 1.2 Memory Industry Overview 1.3 DRAM Supply and Demand 1.4 NAND Supply and Demand 1.5 Memory Industry Chain 1.6 Market Share of Memory Vendors 1.7 Ranking of Memory Vendors 1.8 Market Share of NorFlash Vendors 1.9 IC Fabrication and Wafer Foundry 1.10 Overview of IC Packaging and Testing Industry 1.11 Chinese IC Market 1.12 China¡¯s Semiconductor Industry 1.13 China¡¯s Policies for Fostering Semiconductor Industry 1.14 M&A Activities in China¡¯s Semiconductor Industry 1.15 China¡¯s IC Industry Development Forecast 2 Semiconductor Equipment Industry 2.1 Semiconductor Equipment Market 2.2 Latest Developments of Semiconductor Equipment 2.3 Etching Equipment Industry 2.4 Thin Film Deposition Equipment Industry 2.5 Lithography Equipment Industry 2.6 Semiconductor Process Control Equipment 2.7 Compound Semiconductor Equipment Market 2.7.1 Aixtron 2.7.2 VEECO 2.8 Ranking of Semiconductor Equipment Vendors 2.9 China¡¯s Semiconductor Equipment Industry 3 Major Semiconductor Equipment Vendors 3.1 Applied Materials 3.2 ASML 3.3 Tokyo Electron 3.4 KLA-Tencor 3.5 Lam Research 3.6 DAINIPPON SCREEN 3.7 Nikon Precision 3.8 Advantest 3.9 Hitachi High-Technologies 3.10 ASM International N.V. 3.11 Teradyne 3.12 ASM PACIFIC 3.13 Kulicke & Soffa 3.14 AMEC 3.15 Sevenstar Electronics 4 Semiconductor Downstream Market 4.1 LTE Mobile Phone Market 4.2 Global Mobile Phone Industry 4.3 China¡¯s Mobile Phone Market 4.4 Laptop PC Market 4.5 Tablet PC Market List of Charts
Global Semiconductor Market Size, 2013-2019E Product Distribution of Global Semiconductor Market, 2013-2016E Growth Rate of Global Semiconductor Products by Market Size, 2013-2016E Capital Expenditure of Global Semiconductor Equipment, 2008-2017E Capital Expenditure of Global Semiconductor Equipment by Downstream Application, 2008-2017E Global Memory Market by Type, 2014 Automotive Memory Market Size, 2008-2015 Automotive Memory Market by Technology, 2010-2015 DRAM Industry Capex, 2008-2015 DRAM Oversupply Ratio, 2013-2016E DRAM Demand by Device, 2013-2015 DRAM GB/System, 2013-2015 DRAM Oversupply Ratio, 2014Q1-2016Q4 NAND Industry Capex, 2008-2015 Memory Industry Chain Branded DRAM Vendor Market Share, 2014Q1-Q4 Branded NAND Vendor Market share, 2014Q1-Q4 Mobile DRAM Vendor Market share, 2014Q1-Q4 Ranking of Major Memory Vendors by Revenue, 2013-2015 Revenue and Operating Margin of Memory Design Houses, 2013-2015 Operating Margin of Major Memory Vendors, 2013-2014 Market Share of Major NorFlash Vendors, 2012 Market Share of Major NorFlash Vendors, 2014 Global Foundry Market Size, 2008-2017E Foundry Revenue of Advanced Nodes, 2012-2017E Capacity of Top 10 IC Wafer Leaders, 2013 Ranking of Global Wafer Foundries by Sales, 2005-2014 Global IC Packaging and Testing Market Size, 2012-2017E Global Outsourced IC Packaging and Testing Market Size, 2012-2017E Global IC Packaging Market Size, 2012-2017E Global IC Testing Market Size, 2012-2017E China¡¯s IC Market Size, 2011-2017E China¡¯s IC Import Value, 2006-2014 China¡¯s IC Export Value, 2006-2014 Sales of China¡¯s IC Industry, 2008-2014 China¡¯s IC Industry Capex, 2008-2014 Ranking of Top 10 IC Design Houses by Sales, 2004/2014 National IC Fund Structure Semiconductor Manufacturing Process Capital Spending of Semiconductor Equipment, 2013-2019E Semiconductor Equipment Market Size, 2010-2018E Market Size of Semiconductor Equipment by Region, 2010-2016E Global Fab Equipment Investment, 2007-2016E Semiconductor Shipments to Japan vs. Japanese Electronic Equipment Production, 2009-2015 North American Semiconductor Equipment Industry Book/Bill Ratio, 1999-2015 Global Silicon Wafer vs. Semiconductor Shipments, 2000-2015 Etching Market by Solution, 2008-2012 Market Share of Major Etching Equipment Players , 2000\2005\2010\2013 Market Share of Major Global CVD, PVD, ECD, and CMP Vendors, 2000\2005\2010 Deposition market by Solution, 2008-2012 Deposition Market Share, 2012 Market Share of Global Lithography Equipment Vendors, 1992-2011 Growth Rate of Semiconductor Process Control Equipment Market, 1995-2012 Connectivity RF Market Size, 2011-2017E Costs of Mobile Phone RF System Global Presence of AIXTRON AIXTRON¡¯s Revenue and EBIT, 2003-2015 AIXTRON¡¯s Revenue by Application, 1999-2014 AIXTRON¡¯s Order Intake, 2013Q1-2015Q1 AIXTRON Order Backlog, 2013Q1-2015Q1 AIXTRON Technology Position Aixtron Sales by End Application, Q1/2015 Aixtron Sales by Business, Q1/2015 VEECO¡¯s Revenue and Operating Margin, 2004-2015 VEECO¡¯s MOCVD Market Share, 2007-2014 VEECO¡¯s Market Data, Q1/15 VEECO¡¯s Revenue by End Market, Q1/14-Q1/15 Veeco PSP: Front-End Performance at Packaging Costs Ranking of Global Semiconductor Equipment Vendors by Revenue, 2006-2015 Operating Margin of Major Global Semiconductor Equipment Vendors, 2013-2015 AMAT's Revenue, Gross Margin and Operating Margin, FY2007-FY2015 AMAT¡¯s Operation Profit by Segment, FY2012-FY2014 Value of AMAT's New Orders and Order Backlog, FY2007-FY2014 AMAT's New Order Value and Operating Profit, 2013Q4-2015Q1 AMAT's Revenue and Operating Margin, 2013Q4-2015Q1 AMAT's New Orders by Region, FY2009-FY2015 AMAT's New Orders by Division, FY2009-FY2015 AMAT's Order Backlog by Division, FY2010-FY2013 AMAT's Net Sales by Region, FY2009-FY2015 AMAT¡¯s Net Sales by Segment, FY2009-FY2015 AMAT¡¯s Display Revenue by Region, FY2011-FY2014 New Orders of AMAT's Semiconductor Equipment Segment by Business, FY2009-FY2014 ASML's Revenue and Gross Margin, 2007-2015 ASML's Revenue, 2010Q1-2015Q1 ASML's Revenue by Application, 2010Q1-2015Q1 ASML¡¯s Order Backlog by Technology and Region, 2015Q1 ASML's Quarterly Revenue and Operating Margin, 2013Q4-2015Q1 ASML's Quarterly Sales Volume and ASP, 2013Q4-2015Q1 ASML's Quarterly Revenue and Netbooking, 2013Q4-2015Q1 ASML's Order Backlog Value by Region, 2010-2015 ASML's Order Backlog Value by Application, 2010-2015 ASML's Order Backlog Value by Technology, 2010-2015 ASML's Roadmap TEL¡¯s Revenue and Operating Margin, FY2007-FY2016 Global Presence of TEL TEL¡¯s Revenue by Business, FY2006-FY2015 TEL¡¯s Semi Equipment Revenue by Region, FY2006-FY2015 TEL¡¯s Cleaning System TEL¡¯s ETCH System KLA-Tencor¡¯s Revenue and Operating Margin, FY2007-FY2015 KLA-Tencor¡¯s Revenue by Business, FY2009-FY2015 KLA-Tencor¡¯s Revenue by Application, FY2010-FY2015 KLA-Tencor¡¯s Revenue by Region, FY2009-FY2015 SEMI Process Control Vendor Market Share, 2004-2013 KLA-Tencor Annual R&D Spending, 2002-2014 Foundry Fab: Normalized to $¡¯s per 10k Wafer Starts per Month Revenue and Operating Margin of Lam Research, FY2007-FY2015 Revenue and Net Income of Novellus, FY 2007- FY 2011 Revenue and Gross Profit of Novellus, 2010Q1-2011Q4 Net Orders and MoM Growth of Novellus, 2010Q1-2011Q4 Revenue of Novellus by Region, 2009-2011 Revenue of Lam Research by Application, FY2011-FY2015 Revenue of Lam Research by Region, FY2009-FY2015 Organizational Structure of DAINIPPON SCREEN MFG Revenue and Operating Margin of DAINIPPON SCREEN, FY2007-FY2016 DNP Net Sales by Segment, FY2014-FY2015 DNP Operation Profit by Segment, FY2014-FY2015 DNP Quarterly Net Sales by Segment, Q1/FY13-Q4/FY15 DNP Quarterly Orders Received and Order Backlog, Q1/FY13-Q4/FY15 DNP SE Segment Order Received by Application, Q1/FY13-Q4/FY15 DNP Quarterly SE Segment Order Received by Region, Q4/FY15 DNP Quarterly FT Segment Order Received by Application, Q1/FY13-Q4/FY15 DNP FT Segment Order Received by Region, Q4/FY15 Balance Sheet of DNP, Q1/FY2015 Revenue and Operating Margin of Nikon Precision, FY2006-FY2016 NIKON Precision Equipment IC Steppers & Scanners Sales by Technology, FY2012-FY2016 NIKON Precision Equipment LCD Steppers & Scanners Sales by Generation, FY2012-FY2016 Advantest's Gross Margin and Operating Profit, FY2013Q1-FY2015Q4 Advantest's New Orders by Division, FY2013Q1-FY2015Q4 Advantest's New Orders by Region, FY2013Q1-FY2015Q4 Advantest's Revenue by Division, FY2013Q1-FY2015Q4 Advantest's Revenue by Region, FY2013Q1-FY2015Q4 Advantest Capex/R&D /Depreciation, FY2013Q1-FY2015Q4 Balance Sheet of Advantest, 2015Q1 Global Presence of Advantest Revenue and Operating Margin of Hitachi High-Technologies, FY2007-FY2016 Revenue of Hitachi High-Technologies by Division, FY2011-FY2016 Operating Profit of Hitachi High-Technologies by Division, FY2011-FY2016 Electronic Device System Revenue of Hitachi High-Technologies by Business, FY2013-FY2014 Electronic Device System Front-end Revenue of Hitachi High-Technologies by Field, FY2013-FY2014 Hitachi High-Technologies¡¯ Reverence from Electronic Device Systems by Business, FY2015-FY2016 ASM¡¯s Revenue and Operating Margin, 2006-2014 ASM¡¯s Revenue by Business, 2006-2012 ASM¡¯s Sales and EBIT, 2009Q1-2015Q1 ASM¡¯s Net Sales and Working Capital, 2011Q1-2015Q1 ASM¡¯s Bookings/Backlog, 2009Q1-2015Q1 ASM¡¯s Front-end Revenue by Region, 2010-2014 Profile of Universal Robots Shipments of Universal Robots, 2008-2014 Teradyne¡¯s Revenue and Operating Margin, 2006-2015 Teradyne¡¯s Quarterly Orders, 2013Q1-2015Q1 Teradyne¡¯s Quarterly Sales, 2013Q1-2015Q1 Teradyne¡¯s Quarterly Gross Margin, 2013Q1-2015Q1 Teradyne Litepiont¡¯s Quarterly Sales and Order, 2013Q1-2015Q1 Teradyne¡¯s Sales by Region, 2015Q1 ASM PACIFIC¡¯s Branches ASM PACIFIC¡¯s Revenue and Operating Profit, 2008-2014 ASM PACIFIC¡¯s Product lines ASM PACIFIC¡¯s Revenue by Business, 2012-2014 ASM PACIFIC¡¯s EBIT by Business, 2013-2014 ASM PACIFIC¡¯s Revenue by Region, 2012-2014 Revenue and Operating Margin of Kulicke & Soffa, FY2007-FY2015 Top 10 Clients of Kulicke & Soffa, FY2011-FY2013 Global Presence of Kulicke & Soffa Revenue and Operating Margin of Kulicke & Soffa, 2012Q1-2015Q1 Kulicke & Soffa R&D, 2012Q1-2015Q1 Kulicke & Soffa¡¯s Main Products K&S¡¯s Share of Wire Bonder Equipment Market, 208-2017E K&S¡¯s Copper Bonder Unit, 2012-2017E Revenue and Operating Profit of Sevenstar Electronics, 2008-2015 Revenue of Sevenstar Electronics by Business, 2009-2014 Frequency Bands per Mobile Handset Device, 2000-2018E Cellular Terminal Shipment by Cellular Standard, 2000-2018E LTE-enabled Cellular Terminal, 2011-2018E Worldwide Smartphone Sales to End Users by Vendor, 2014 (Thousands of Units) Worldwide Smartphone Sales to End Users by Operating System, 2014 (Thousands of Units) Shipments of World¡¯s Top 10 Mobile Phone Vendors, 2014 Monthly Shipments of Mobile Phones in China, Jan, 2013-Dec. 2014 Market Share of Major Smartphone Vendors in China, 2014 Market Share of Major 4G Mobile Phone Vendors in China, 2014 Laptop Computer Shipments, 2008-2015 Shipments of Major Laptop ODM Vendors Worldwide, 2010-2014 Global Tablet PC Shipments, 2011-2016E Shipments of Top 5 Tablet Vendors, 2014Q4 Shipments, Market Share, and Growth of Top 5 Tablet Vendors, 2014
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