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Applied Materials（アプライドマテリアルズ）：対象市場の競争分析

Applied Materials: Competitive Analysis of Served Markets
出版日: | 発行: Information Network | ページ情報: 英文 | 納期: 2～3営業日

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Applied Materials（アプライドマテリアルズ）：対象市場の競争分析
出版日: 2024年03月01日
発行: Information Network
ページ情報: 英文
納期: 2～3営業日
  • 全表示
  • 概要
  • 図表
  • 目次
概要

Applied Materials（アプライドマテリアルズ）が半導体製造装置市場で圧倒的な地位を築いたのは、80年代半ばから始まった世界展開、幅広い製品ラインアップ、徹底した顧客サポートという戦略があったからです。90年代に入ると、競合他社の多くは、Applied Materialsと競争するためには、これらの戦略を真似る必要があることを認識するようになっています。半導体装置フロントエンド市場で20年近く市場リーダーを務めてきたアプライドマテリアルは、2019年にその優位性を失い、しかし2020年には再びその優位性を取り戻しました。

当レポートでは、世界覇権を争うApplied Materialsの現在の戦略について解説しています。また、競合他社の戦略も分析しています。市場を分析・予測し、Applied Materialsと競合他社の市場シェアを詳述しています。

目次

第1章 イントロダクション

第2章 Applied Materialsの戦略

  • 市場戦略
  • 事業戦略
  • 技術戦略
  • 商品戦略
  • 買収戦略
  • 法務戦略
  • 財務分析

第3章 市場予測

  • 市場促進要因
  • Applied Materials-2019年までの世界市場のリーダー
  • 市場規模と市場シェア
    • 化学蒸着
    • 物理蒸着
    • ドライエッチング
    • 急速熱処理・酸化・拡散
    • シリコンエピタキシー
    • 化学機械研磨
    • 計測と検査
    • イオン注入

第4章 競合環境

  • イントロダクション
  • Lam Research
  • Tokyo Electron Limited
  • KLA
  • ASM International
  • Axcelis
  • Canon Anelva
  • Ebara
  • Eugene Technology
  • Hitachi High-Technologies
  • Hitachi Kokusai Electric
  • Jusung Engineering
  • KC Tech
  • Lasertec
  • Nissin Ion Equipment
  • NuFlare Technology
  • Screen Semiconductor Solutions
  • SEMES
  • SEN
  • TES
  • Ulvac
  • Wonik IPS
図表

LIST OF TABLES

  • 3.1. Worldwide Capital Spending
  • 3.2. Wafer Front End (WFE) Market By Device Type
  • 3.3. Top Semiconductor Equipment Revenues
  • 3.4. Worldwide CVD Market Forecast
  • 3.5. Worldwide CVD Market Shares
  • 3.6. Worldwide PVD Market Forecast
  • 3.7. Worldwide PVD Market Shares
  • 3.8. Worldwide Dry Etch Market Forecast
  • 3.9. Worldwide Dry Etch Market Shares
  • 3.10. Worldwide RTP Market Forecast
  • 3.11. Worldwide RTP Market Shares
  • 3.12. Worldwide Silicon Epitaxy Market Forecast
  • 3.13. Worldwide Silicon Epitaxy Market Shares
  • 3.14. Worldwide CMP Market Forecast
  • 3.15. Worldwide CMP Market Shares
  • 3.16. Worldwide M&I Market Forecast
  • 3.17. Worldwide M&I Market Shares
  • 3.18. Worldwide Ion Implantation Market Forecast
  • 3.19. Worldwide Ion Implantation Market Shares

LIST OF FIGURES

  • 3.1. Semiconductor vs Equipment vs GDP
  • 3.2. Recession Cycle
  • 3.3. Semiconductor Equipment Share
  • 3.4. Worldwide CVD Market Shares
  • 3.5. Worldwide PVD Market Shares
  • 3.6. Worldwide Dry Etch Market Shares
  • 3.7. Worldwide RTP/Oxidation/Diffusion Market Shares
  • 3.8. Worldwide Silicon Epitaxy Market Shares
  • 3.9. Worldwide CMP Market Shares
  • 3.10. Worldwide M&I Market Shares
  • 3.11. Worldwide Ion Implantation Market Shares
目次

Applied Materials has achieved a dominant position in the semiconductor equipment market by focusing on a global presence, a broad and expanding product line, and exacting customer support -- a strategy initiated in the mid-80s. In the '90s, most of its competitors had recognized that to be competitive with Applied Materials, they too must duplicate these tactics.

AMAT competes against Lam Research and Tokyo Electron in deposition and etch, and against ASML and KLA in metrology/inspection. Also, as foundry/logic companies move from DUV, with multiple patterning steps, to EUV, deposition-etch steps are minimized, reducing the need for these process tools from AMAT, KLAC, and Tokyo Electron.

Semiconductor equipment players' revenues are highly sensitive to chipmakers' capex. They are exposed to foundry/logic players (Intel, TSMC, Samsung LSI) and the memory names (Micron, SK Hynix and Samsung).

Semiconductor equipment is required more in making leading-edge chips and computationally intense applications such as application processors, server chips and CPUs. The semiconductor equipment industry's revenue will be highly sensitive to a COVID-19 impact on demand for these types of chips.

After nearly 20 years as market leader in the semiconductor equipment front end market, Applied Materials lost its dominance in 2019 and but regained it in 2020.

This report discusses the current strategies of Applied Materials as it competes for world dominance. Strategies of its competitors are also analyzed. Markets are analyzed and projected, and market shares for Applied Materials and its competitors are detailed.

Table of Contents

Chapter 1 Introduction

Chapter 2 Applied's Strategies

  • 2.1. Market Strategies
    • 2.1.1. Driving Demand for Processing Equipment
    • 2.1.2. A Global Presence
    • 2.1.3. Meeting Customer Needs
    • 2.1.4. New CEO's Strategy
  • 2.2. Business Strategies
    • 2.2.1. Silicon Systems Group
    • 2.2.2. Applied Global Services
    • 2.2.3. Display
    • 2.2.4. Energy and Environmental Solutions
  • 2.3. Technology Strategies
  • 2.4. Product Strategies
  • 2.5. Acquisition Strategies
  • 2.6. Legal Strategies
  • 2.7. Financial Analysis

Chapter 3 Market Forecast

  • 3.1. Market Drivers
    • 3.1.1. Semiconductor Market
    • 3.1.2. Technical Trends
    • 3.1.3. Economic Trends
  • 3.2. Applied Materials - Global Market Leader Until 2019
  • 3.3. Market Size and Market Shares
    • 3.3.1. Chemical Vapor Deposition
    • 3.3.2. Physical Vapor Deposition
    • 3.3.3. Dry Etch
    • 3.3.4. Rapid Thermal Processing/Oxidation/Diffusion
    • 3.3.5. Silicon Epitaxy
    • 3.3.6. Chemical Mechanical Planarization
    • 3.3.7. Metrology and Inspection
    • 3.3.8. Ion Implantation

Chapter 4 Competitive Environment

  • 4.1. Introduction
  • 4.2. Lam Research
    • 4.2.1. Strategies
    • 4.2.2. Products
    • 4.2.3. Financial Analysis
  • 4.3. Tokyo Electron Limited
    • 4.3.1. Strategies
    • 4.3.2. Products
    • 4.3.3. Financial Analysis
  • 4.4. KLA
    • 4.4.1. Strategies
    • 4.4.2. Products
    • 4.4.3. Financial Analysis
  • 4.5. ASM International
    • 4.5.1. Strategies
    • 4.5.2. Products
    • 4.5.3. Financial Analysis
  • 4.6. Axcelis
    • 4.6.1. Strategies
    • 4.6.2. Products
    • 4.6.3. Financial Analysis
  • 4.7. Canon Anelva
    • 4.7.1. Business Sectors Covered In The Market Analysis Chapter
    • 4.7.2. Company Profile
    • 4.7.3. Company Financials
  • 4.8. Ebara
    • 4.8.1. Business Sectors Covered In The Market Analysis Chapter
    • 4.8.2. Company Profile
    • 4.8.3. Company Financials
  • 4.9. Eugene Technology
    • 4.9.1. Business Sectors Covered In The Market Analysis Chapter
    • 4.9.2. Company Profile
    • 4.9.3. Company Financials
  • 4.10. Hitachi High-Technologies
    • 4.10.1. Business Sectors Covered In The Market Analysis Chapter
    • 4.10.2. Company Profile
    • 4.10.3. Company Financials
  • 4.11. Hitachi Kokusai Electric
    • 4.11.1. Business Sectors Covered In The Market Analysis Chapter
    • 4.11.2. Company Profile
    • 4.11.3. Company Financials
  • 4.12. Jusung Engineering
    • 4.12.1. Business Sectors Covered In The Market Analysis Chapter
    • 4.12.2. Company Profile
    • 4.12.3. Company Financials
  • 4.13. KC Tech
    • 4.13.1. Business Sectors Covered In The Market Analysis Chapter
    • 4.13.2. Company Profile
    • 4.13.3. Company Financials
  • 4.14. Lasertec
    • 4.14.1. Business Sectors Covered In The Market Analysis Chapter
    • 4.14.2. Company Profile
    • 4.14.3. Company Financials
  • 4.15. Nissin Ion Equipment
    • 4.15.1. Business Sectors Covered In The Market Analysis Chapter
    • 4.15.2. Company Profile
    • 4.15.3. Company Financials
  • 4.16. NuFlare Technology
    • 4.16.1. Business Sectors Covered In The Market Analysis Chapter
    • 4.16.2. Company Profile
    • 4.16.3. Company Financials
  • 4.17. Screen Semiconductor Solutions
    • 4.17.1. Business Sectors Covered In The Market Analysis Chapter
    • 4.17.2. Company Profile
    • 4.17.3. Company Financials
  • 4.18. SEMES
    • 4.18.1. Business Sectors Covered In The Market Analysis Chapter
    • 4.18.2. Company Profile
    • 4.18.3. Company Financials
  • 4.19. SEN
    • 4.19.1. Business Sectors Covered In The Market Analysis Chapter
    • 4.19.2. Company Profile
    • 4.19.3. Company Financials
  • 4.20. TES
    • 4.20.1. Business Sectors Covered In The Market Analysis Chapter
    • 4.20.2. Company Profile
    • 4.20.3. Company Financials
  • 4.21. Ulvac
    • 4.21.1. Business Sectors Covered In The Market Analysis Chapter
    • 4.21.2. Company Profile
    • 4.21.3. Company Financials
  • 4.22. Wonik IPS
    • 4.22.1. Business Sectors Covered In The Market Analysis Chapter
    • 4.22.2. Company Profile
    • 4.22.3. Company Financials