Record Revenues for Critical Subsystems Suppliers in 2018 Despite Collapse in Orders
Critical subsystems for the IC equipment market continued to grow to a new record of $11 billion in 2018. While 2019 is expected to be a downturn year, the long-term outlook remains unchanged with an average growth rate of 3 percent.
Critical Subsystems Orders Fall Off a Cliff
Orders for critical subsystems evaporated in the second half of 2018 after a very strong start to the year. Subsystems suppliers have been left with depleted order books after OEMs accumulated large inventories as the market for wafer fab...
Power Subsystems: Surging on a Wave of Vacuum Processing Equipment
Process power and reactive gas subsystems for semiconductor manufacturing equipment have grown at a CAGR of 21% since 2013. The segment growth is considerably above the critical subsystems industry average of 9.5% and is attributable to higher...
Vacuum Subsystems: Largest and Fastest-Growing Market
Vacuum pumps, pressure gauges and vacuum valves combined make up the biggest expense on the bill of materials for semiconductor OEMs. In 2017, almost $2.5 billion worth of vacuum subsystems were consumed by the semiconductor industry with over...
Critical Subsystem Supply Chain Consolidation Stalls
Years of industry consolidation in the critical subsystems market appears to be coming to an end.