SOURCE: Advanced Forecasting

June 05, 2006 08:00 ET

Sales of Some Semiconductor Equipment Segments to Reach 100% Growth from Q1 to Q3, 2006

SARATOGA, CA -- (MARKET WIRE) -- June 5, 2006 -- Worldwide billings of Surface Conditioning equipment is expected to increase about 100% between January 2006 and Q3-06, while Sputter Targets equipment and Resist Processing will grow between 70% and 80%, estimates Advanced Forecasting, a quantitative forecasting house. Each segment is then expected to plateau in 2H-06 as forecasted Underlying Demand begins to slow.

"The growth in equipment is driven by the increasing demand for IC units, which now stands at an annual growth rate of 20%," said Rosa Luis, Director of Marketing and Sales for Advanced Forecasting. "Heightened cautiousness in the wake of the 2001 recession has been impacting decision makers with regard to capacity buildup. This has been manifested as reduced demand for wafer processing equipment, causing it to suffer large declines during the twelve-month period ending in March 2006 over the preceding period. [See Table below for details.] The forecasted large jumps in growth will bring each segment to its highest level since 2000."

Click here to see the equipment segment forecasts through Q3-06 and a side-by-side comparison of the segments' worldwide billings. "The analysis displayed in the comparison chart shows that sales of equipment segments tend to follow similar growth and decline patterns, but at differing magnitudes," added Luis.

Change from the Current 12-Month Period Ending in 3/06 Versus the Preceding
                            Surface             Resist       Wafer
               Sputter   Conditioning   CMP   Processing   Processing
Bookings        -29.5%       -7.9%     -38.3%   -15.4%       -18.2%
Billings        -20.7%      -12.2%     -29.5%   -21.1%       -14.2%

"The Sputter, CMP, and Surface Conditioning segments are part of our portfolio of forecasts of semiconductor equipment by segment. They accurately predict the demand for each product at a granular level with average horizons of 9 months, and were successfully fitted to specific vendors' product-lines," stated Moshe Handelsman, President of Advanced Forecasting. "They also include the segments of Ion Implant, Mask/Reticle, Wafer Manufacturing, Expose and Write, Etch, Thermal Processing, CVD, Inspection and Measurement, Test, and Assembly and Packaging on worldwide and regional levels."

Founded in 1987, Advanced Forecasting is a leader in forecasting demand for semiconductors, semiconductor equipment by segment, and materials industries. Its unique features are using purely quantitative input and never retroactively modifying its forecasts. It provides the industry's most accurate forecasts and has a user base of more than 400 companies worldwide.

Contact Information

  • Contact:
    Rosa Luis
    Director of Marketing and Sales
    Advanced Forecasting
    Email Contact
    Toll Free: 1.888.658.3227