Here is an interesting head to head comparison by Seeking Alpha between the two leading Equipment Manufacturers in Semiconductor industry - Applied Materials and Lam Research. Neither have until now considering the opportunities and resources that they had been that successful in ALD.
The big mystery - Applied Materials is actually dominating much of all : Epi, PVD, Implant, CMP, RTP and CD-SEM businesses, but has only like 2% of the ALD Market and Etch is also not looking that good. So it will be interesting to follow how the new Olympia platform takes on the competition.
Most inserting, while the OEM market a sa whole is concentrated into the Top 5 players (Applied Materials, Lam Research, ASML, Tokyo Electron and KLA-Tencor) that all together has a market share of >70% ALD ist totally different. Here the sub Top 5 players constitute >65% of the market (ASMI, Kokusai, Jusung, Aixtron, Picosun, Ultratec, Beneq, Oxford Instruments, NCD and others).
|Table 1 - AMAT and LRCX Shares for Etch and Deposition (PECVD)|
|Etch ($M)||2012 Revenues||Share||2015 Revenues||Share|
|PECVD ($M)||2012 Revenues||Share||2015 Revenues||Share|
|Total Etch-Deposition||2012 Revenues||Share||2015 Revenues||Share|
|Source: The Information Network (theinformationnet.com)|
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