2010
Semiconductor Articles: IC Insights:
Top-10 semiconductor industry capital
spenders for 2007 to 2010
After spending fell 31% in 2008 and another 35% in 2009, IC Insights
expects the top ten semiconduct capital equipment buyers to increase
their spending by two thirds (67%) in 2010.
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IC Insights: Top-10 Semiconductor
Industry Capital Equipment Spenders for 2007 to 2010 ($M)
|
|
2010 rank
|
Company
|
Major product
|
2007
|
07/06 change
|
2008
|
08/07 change
|
2009
|
09/08 change
|
2010(f)
|
10/09 change
|
|
1
|
Samsung
|
Memory
|
7,964
|
16%
|
6,750
|
(15%)
|
3,518
|
(48%)
|
5,000
|
42%
|
|
2
|
Intel - INTC
(Quote & Chart)
|
MPU
|
5,000
|
(13%)
|
5,197
|
4%
|
4,515
|
(13%)
|
4,900
|
9%
|
|
3
|
TSMC
|
Foundry
|
2,557
|
6%
|
1,877
|
(27%)
|
2,687
|
43%
|
4,800
|
79%
|
|
4
|
Toshiba
|
Memory
|
3,595
|
18%
|
2,210
|
(39%)
|
950
|
(57%)
|
1,950
|
105%
|
|
5
|
AMD/ Globalfoundries**
|
MPU/ Foundry
|
1,683
|
(9%)
|
621
|
(63%)
|
466
|
(25%)
|
1,900
|
308%
|
|
6
|
Hynix
|
Memory
|
5,145
|
8%
|
2,900
|
(44%)
|
855
|
(71%)
|
1,840
|
115%
|
|
7
|
Micron
|
Memory
|
3,700
|
23%
|
2,300
|
(38%)
|
800
|
(65%)
|
1,715
|
114%
|
|
8
|
Nanya
|
Memory
|
2,098
|
131%
|
695
|
(67%)
|
640
|
(8%)
|
1,415
|
121%
|
|
9
|
UMC
|
Foundry
|
850
|
(15%)
|
349
|
(59%)
|
551
|
58%
|
1,350
|
145%
|
|
10
|
Elpida
|
Memory
|
2,111
|
59%
|
890
|
(58%)
|
535
|
(40%)
|
1,000
|
87%
|
|
Total
|
34,703
|
12%
|
23,789
|
(31%)
|
15,517
|
(35%)
|
24,870
|
67%
|
The top ten
semiconductor capital equipment spenders for 2010 are expected by IC
Insights to account for two thirds of all equipment spending in
2010. Highlights
-
Of the spenders, capex estimates
by Samsung Electronics, Taiwan
Semiconductor Manufacturing Company (TSMC) and Intel already account
for 38% of the total capital outlay, IC Insights estimates. The top-10
capital spenders are set to increase their spending by 67% in 2010,
much higher than the 51% growth now expected for total semiconductor
industry spending for the year.
- Without Intel, the remaining nine would increase
spending by 91% in 2010.
-
Although many companies are
planning to more than double their capital outlays in 2010, IC Insights
believes that they will not be able to prevent rising IC ASPs and
shortages from occurring, especially during the second half of the year.
-
Intel is in no rush to add
significant capacity, IC Insights said. Considering the vendor holds
about 85% of the total MPU market, it knows how much MPU capacity is
really needed and it will not overspend. IC Insights expects MPUs to
remain relatively scarce in 2010 as Intel (and AMD) would like to enjoy
firming ASPs for awhile longer.
*Includes company's share of
joint-venture spending
**Includes Chartered in 2010
Highlights of full report here: RESEARCH
BULLETIN: FEBRUARY 23, 2010 (pdf)
- Samsung: After ranking as the second largest
spender in 2009, the company is highly likely to be thelargest spender
in 2010. Samsung has released conservative guidance for its capital
spending plans thisyear ($4.7 billion for memory) and it would not be
surprising to see the company’s total 2010semiconductor capital outlays
at $6 billion or more!
- Intel: Intel is in no rush to add significant
capacity. Considering the company holds about 85% of thetotal MPU
market, it knows how much MPU capacity is really needed and it will not
overspend. ExpectMPUs to remain relatively scarce this year as Intel
(and AMD) would like to enjoy firming average sellingprices (ASPs) for
awhile longer.
- TSMC: Spurred by the challenge from the
upstart GlobalFoundries, the world’s largest foundry issignificantly
ramping up its capital spending plans. As shown, TSMC is planning a 79%
increase in capitaloutlays this
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