Applied Materials:

Competing For World Dominance

TABLE OF CONTENTS

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

2-16

2.1.4

New CEO – New Strategy

2-18

2.2

Business Strategies

2-20

2.2.1

Silicon Segment

2-20

2.2.2

Fab Solutions Segment

2-21

2.2.3

Display Segment

2-22

2.2.4

Adjacent Technologies Segment

2-22

2.2

Technology Strategies

2-24

2.3

Product Strategies

2-27

2.3.1

Platforms

2-27

2.3.2

Etch

2-31

2.3.3

Deposition

2-33

2.3.4

RTP

2-39

2.3.5

CMP

2-40

2.3.6

Metrology and Inspection

2-41

2.3.7

Lithography

2-44

2.3.8

Copper Products

2-45

2.3.9

Wet Clean

2-46

2.4

Acquisition Strategies

2-47

2.5

Legal Strategies

2-55

2.6

Financial Analysis

2-65

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

4-6

4.2.3

Financial Analysis

4-10

4.3

Novellus Systems

4-11

4.3.1

Strategies

4-11

4.3.2

Products

4-14

4.3.3

Financial Analysis

4-19

4.4

Tokyo Electron Limited

4-20

4.4.1

Strategies

4-20

4.4.2

Products

4-22

4.4.3

Financial Analysis

4-24

4.5

KLA-Tencor

4-26

4.5.1

Strategies

4-26

4.5.2

Products

4-28

4.5.3

Financial Analysis

4-34

4.6

Mattson Technology

4-35

4.6.1

Strategies

4-35

4.6.2

Products

4-38

4.6.3

Financial Analysis

4-42

4.7

ASM International

4-55

4.7.1

Strategies

4-55

4.7.2

Products

4-62

4.7.3

Financial Analysis

4-66

4.8

Aviza Technology

4-67

4.8.1

Strategies

4-67

4.8.2

Products

4-68

4.8.3

Financial Analysis

4-72

4.9

Oerlikon

4-73

4.9.1

Strategies

4-73

4.9.2

Products

4-75

4.9.3

Financial Analysis

4-77

LIST OF TABLES

3.1

Worldwide Capital Spending

3-10

3.2

Top Semiconductor Equipment Revenues

3-13

3.3

Worldwide CVD Market Forecast

3-15

3.4

Worldwide CVD Market Shares

3-16

3.5

Worldwide PVD Market Forecast

3-19

3.6

Worldwide PVD Market Shares

3-20

3.7

Worldwide Dry Etch Market Forecast

3-23

3.8

Worldwide Dry Etch Market

3-24

3.9

Worldwide RTP Market Forecast

3-32

3.10

Worldwide RTP Market Shares

3-33

3.11

Worldwide Silicon Epitaxy Market Forecast

3-36

3.12

Worldwide Silicon Epitaxy Market Shares

3-37

3.13

Worldwide CMP Market Forecast

3-40

3.14

Worldwide CMP Market Shares

3-41

3.15

Worldwide M&I Market Forecast

3-44

3.16

Worldwide M&I Market Shares

3-45

LIST OF FIGURES

3.1

Worldwide CVD Market Shares

3-19

3.2

Worldwide PVD Market Shares

3-23

3.3

Worldwide Dry Etch Market Shares

3-28

3.4

Worldwide RTP Market Shares

3-36

3.5

Worldwide Silicon Epitaxy Market Shares

3-40

3.6

Worldwide CMP Market Shares

3-44

3.7

Worldwide M&I Market Shares

3-48