Applied Materials: Competing for World Dominance
Chapter 1 Introduction 1-1
Chapter 2 Applied's Strategies 2-1
2.1 Market Strategies 2-1
2.1.1 Driving Demand for Processing Equipment 2-2
2.1.2 A Global Presence 2-3
2.1.3 Meeting Customer Needs 2-17
2.1.4 CEO’s New Strategy 2-18
2.2 Business Strategies 2.20
2.2.1 Silicon Systems Group 2-20
2.2.2 Applied Global Services 2-23
2.2.3 Display 2-25
2.2.4 Energy and Environmental Solutions 2-26
2.3 Technology Strategies 2-27
2.4 Product Strategies 2-31
2.4.1 Platforms 2-31
2.4.2 Etch 2-33
2.4.3 Deposition 2-37
2.4.4 RTP 2-42
2.4.5 CMP 2-44
2.4.6 Metrology and Inspection 2-45
2.4.7 Lithography 2-48
2.4.8 Copper Products 2-50
2.4.8 Ion Implantation 2-51
2.5 Acquisition Strategies 2-51
2.6 Legal Strategies 2-60
2.7 Financial Analysis 2-70
Chapter 3 Market Forecast 3-1
3.1 Market Drivers 3-1
3.1.1 Semiconductor Market 3-1
3.1.2 Technical Trends 3-3
3.1.3 Economic Trends 3-9
3.2 Applied Materials - Global Market Leader 3-12
3.3 Market Size and Market Shares 3-14
3.3.1 Chemical Vapor Deposition 3-14
3.3.2 Physical Vapor Deposition 3-18
3.3.3 Dry Etch 3-22
3.3.4 Rapid Thermal Processing 3-27
3.3.5 Silicon Epitaxy 3-31
3.3.6 Chemical Mechanical Planarization 3-35
3.3.7 Metrology and Inspection 3-39
Chapter 4 Competitive Environment 4-1
4.1 Introduction 4-1
4.2 Lam Research 4-2
4.2.1 Strategies 4-2
4.2.2 Products 4-5
4.2.3 Financial Analysis 4-10
4.3 Tokyo Electron Limited 4-12
4.3.1 Strategies 4-12
4.3.2 Products 4-14
4.3.3 Financial Analysis 4-17
4.4 KLA-Tencor 4-21
4.4.1 Strategies 4-21
4.4.2 Products 4-23
4.4.3 Financial Analysis 4-33
4.5 ASM International 4-35
4.5.1 Strategies 4-35
4.5.2 Products 4-37
4.5.3 Financial Analysis 4-41
LIST OF TABLES
Page
3.1 Worldwide Capital Spending 3-7
3.2 Top Semiconductor Equipment Revenues 3-10
3.3 Worldwide CVD Market Forecast 3-12
3.4 Worldwide CVD Market Shares 3-13
3.5 Worldwide PVD Market Forecast 3-16
3.6 Worldwide PVD Market Shares 3-17
3.7 Worldwide Dry Etch Market Forecast 3-20
3.8 Worldwide Dry Etch Market Shares 3-21
3.9 Worldwide RTP Market Forecast 3-24
3.10 Worldwide RTP Market Shares 3-25
3.11 Worldwide Silicon Epitaxy Market Forecast 3-28
3.12 Worldwide Silicon Epitaxy Market Shares 3-29
3.13 Worldwide CMP Market Forecast 3-32
3.14 Worldwide CMP Market Shares 3-33
3.15 Worldwide M&I Market Forecast 3-36
3.16 Worldwide M&I Market Shares 3-37
LIST OF FIGURES
Page
3.1 Worldwide CVD Market Shares 3-14
3.2 Worldwide PVD Market Shares 3-18
3.3 Worldwide Dry Etch Market Shares 3-22
3.4 Worldwide RTP Market Shares 3-26
3.5 Worldwide Silicon Epitaxy Market Shares 3-30
3.6 Worldwide CMP Market Shares 3-34
3.7 Worldwide M&I Market Shares 3-38
