What They Say
DSCC published its overview of the equipment market for 2021 and its top five vendors. Applied Materials was top dog, taking top position from Canon/Tokki which dropped in share. It had
- A 100% share of the color filter sputtering market;
- A dominant 97% share of the $855M CVD market;
- A dominant 88% share of the $212M inorganic thin film encapsulation (TFE) market;
- A 37% share of the $635M backplane PVD market on more than 100% growth helped by wins at HKC and China Star;
- The top share of the SEM market.
AMAT was #1 in the $6.7 billion TFT backplane market for the second straight year and boosted its share from 13% to 17% on its PVD share gains. It remained #2 in the $1.4 billion OLED frontplane market with a 13% share, down from 15%, and was #2 in the $1.2 billion color filter equipment market with a 6% share.
The article includes much more information on particular details of wins in certain applications. The firm said that it expects Canon to regain its top spot in 2022 in a stronger year for OLED spending along with litho share gains and a large jump in color filter litho sales.
What We Think
The data made me think. As a teaser, the graphic on the website includes the country of origin of the firms from rank 1 – 25 (but not the names or shares). There is only two companies from Taiwan, two from the US and none at all from China. I don’t watch the equipment market but I think I had assumed that at least some of the equipment for fabs would be coming from China, these days. Japan has five of the top seven companies, with 13 of the 25 from Korea and 8 from Japan. By the end of 2022, however, DSCC expects to see 11 from Japan, 10 from Korea and two each from the US and China. (BR)
