PresseBox
Pressemitteilung BoxID: 518929 (Gartner UK Ltd)
  • Gartner UK Ltd
  • Tamesis, The Glanty Egham
  • TW20 9 Surrey
  • http://www.gartner.com
  • Ansprechpartner
  • Robert van der Meulen
  • +44 (1784) 267-738

Gartner Says Worldwide Wafer Fab Equipment Spending to Decline 8.9 Per Cent in 2012

WFE Market Is Forecast to Return to Growth in 2013

(PresseBox) (Stamford, Conn., ) Worldwide wafer fab equipment (WFE) spending is on pace to total $33 billion in 2012, a decline of 8.9 per cent from 2011 spending of $36.2 billion, according to Gartner, Inc. Gartner analysts said the market will return to growth in 2013 with WFE spending projected to surpass $35.4 billion, a 7.4 per cent increase from 2012.

"In 2012, WFE started off the year strong, as foundries and other logic manufacturers ramped up sub-30- nm production," said Bob Johnson, research vice president at Gartner. "The need for new equipment was stronger than originally anticipated, because strengthening demand for leading-edge devices required higher production volumes as yields had yet to reach mature levels. However, demand for new logic production equipment will soften as yields improve, leading to declining shipment volume for the rest of the year."

Wafer fab manufacturing capacity utilization will decline into the mid-80-per cent range by the middle of 2012 before slowly increasing to about 87 per cent by the end of 2012. Leading-edge utilisation will return to the high-80-per cent range by the second half of 2012, and move into the low-90-per cent range through 2013, providing for a positive capital investment environment.

"Production is getting back to more-normal levels, following a period of inventory correction," Mr Johnson said. "Increased demand, combined with less-than-mature yields at the leading edge, is consuming increased capacity, with the result that utilisation will begin to climb upward again in the second quarter of 2012. Capital spending restraints through the second half of 2012 will also slow new capacity additions, with the result that overall utilisation rates will return to normal levels at the start of 2013. Leading-edge utilisation will stay in the low-90-percent range through most of 2013, providing continued impetus for capital investment.

The industry was ramping up different technology nodes in 2011 and will continue to do so in 2012, driving a broad spectrum of equipment segment sales opportunities. The industry had been ramping up different technology nodes in 2011, and that continues in 2012. Foundry is ramping up 28 nm, leading-edge logic has transitioned to 20 nm, NAND flash will ramp up the 1X node, and DRAM will be ramping up 4X and 3X nodes. Gartner analysts said this will create different challenges for the equipment manufacturers because they face different issues at each node.

Additional information is available in the Gartner report, "Forecast: Wafer Fab Capacity Picture for Top Capital Spenders, Worldwide, 2010-2013, 2Q12 Update." This forecast report is on Gartner's web site at http://www.gartner.com/....

Website Promotion

Gartner UK Ltd

Gartner, Inc. (NYSE: IT) is the world's leading information technology research and advisory company. Gartner delivers the technology-related insight necessary for its clients to make the right decisions, every day. From CIOs and senior IT leaders in corporations and government agencies, to business leaders in high-tech and telecom enterprises and professional services firms, to technology investors, Gartner is the valuable partner to clients in 12,000 distinct organizations. Through the resources of Gartner Research, Gartner Executive Programs, Gartner Consulting and Gartner Events, Gartner works with every client to research, analyze and interpret the business of IT within the context of their individual role. Founded in 1979, Gartner is headquartered in Stamford, Connecticut, U.S.A., and has 5,000 associates, including 1,280 research analysts and consultants, and clients in 85 countries. For more information, www.gartner.com.