應(yīng)用材料分析研究報(bào)告——Applied Materials Competing for Applied Materials Analysis -- Applied Materials Competing for

1、.窗體頂端應(yīng)用材料分析研究報(bào)告Applied Materials: Competing for World Dominance聯(lián)系購(gòu)買(mǎi)電話(huà)公司名稱(chēng)：佐思信息 公司地址：北京市海淀區(qū)蘇州街18號(hào)院長(zhǎng)遠(yuǎn)天地大廈A2座 1008-1室（100080） 2010-6摘要If you're competing with Applied Materials, you should read this report. If your not competing with Applied Materials, think again, and read this repor

2、t. Applied Materials' aggressive stance in the equipment industry means that no company is safe. Applied Materials' product strategies are based on a sixfold focus: 1. Providing solutions to users' problems. Applied Materials' product technology is based on identifying and solving us

3、ers' problems more so than offering the latest technology. The company was well aware in the early 1980s of the vacuum problems and related costs associated with the single chamber-batch process technology that was used by the entire industry. Applied Materials decided as early as in 1985 to swi

4、tch to the single wafer, multi-chamber technology (SWMC) - technology that solved the vacuum problems. In 1987 the company commercialized its first SWMC equipment. Applied Materials is also continually improving its products rather than discontinuing a line and replacing it with another line. 2. Dev

5、eloping and keeping core technology in-house. Applied Materials' core technology consists of deposition, etching, ion implantation, thermal processing, and CMP. The technology is developed, designed, and manufactured internally rather than bought through acquisitions. Only metrology and inspecti

6、on became a core technology through acquisition 3. Process integration. This is Applied Materials' major strength, as the company is providing process sequence integration through clustering. In this method several different process chambers are capable of operating in concert on the same platfo

7、rm. This in turn, enhances productivity and minimizes the customers' capital investments. 4. Reducing the cost of ownership. In addition to process integration strategy, Applied Materials' focused planning, designing, and manufacturing operation led to the strategy of developing internally o

8、nly three platforms - the Precision, Endura, and Centura - to provide its customers with system flexibility, minimum capital investment, and minimum cost of operation. A new product is not commercialized unless the company can prove a substantial reduction in cost of ownership. The company also cont

9、inually improves its products to reduce training period and maintenance, and thus further reduces the cost of ownership. 5. Providing superior infrastructure. The infrastructure that supports the company's production and sales is able to respond very quickly to the market and customer needs. 6.

10、Investing carefully in non-core products. Although the company never acquired a product line through acquisition, it did acquire metrology capabilities with the acquisition of Orbot and Opal. Applied Materials, which is successfully managing $10.7 billion in sales in FY2001, is choosing very few sel

11、ected joint ventures/alliances, such as the 1993 joint venture with Komatsu to develop equipment for flat panel displays. This report discusses the current strategies of Applied Materials as it competes for world dominance. Strategies of its competitors are also analyzed. Markets are analyzed and pr

12、ojected, and market shares for Applied Materials and its competitors are detailed 目錄及圖表Table of ContentsChapter 1 IntroductionChapter 2 Applied's Strategies2.1 Market Strategies 2.1.1 Driving Demand for Processing Equipment 2.1.2 A Global Presence 2.1.3 Meeting Customer Needs 2.1.4 New CEO - New

13、 Strategy 2.2 Technology Strategies 2.3 Product Strategies 2.3.1 Platforms 2.3.2 Etch 2.3.3 Deposition 2.3.4 Ion Implantation 2.3.5 RTP 2.3.6 CMP 2.3.7 Metrology and Inspection 2.3.8 Lithography 2.3.9 Copper Products 2.3.10 Wet Clean 2.4 Acquisition Strategies 2.5 Legal Strategies 2.6 Financial Anal

14、ysis Chapter 3 Market Forecast3.1 Market Drivers 3.1.1 Semiconductor Market 3.1.2 Technical Trends 3.1.3 Economic Trends 3.2 Applied Materials - Global Market Leader 3.3 Market Size and Market Shares 3.3.1 Chemical Vapor Deposition 3.3.2 Physical Vapor Deposition 3.3.3 Dry Etch 3.3.4 High-Current Io

15、n Implantation 3.3.5 Rapid Thermal Processing 3.3.6 Silicon Epitaxy 3.3.7 Chemical Mechanical Planarization 3.3.8 Metrology and Inspection 3.3.9 Mask Making 3.4 Summary Chapter 4 Competitive Environment4.1 Introduction 4.2 Lam Research 4.2.1 Strategies 4.2.2 Products 4.2.3 Financial Analysis 4.3 Nov

16、ellus Systems 4.3.1 Strategies 4.3.2 Products 4.3.3 Financial Analysis 4.4 Tokyo Electron Limited 4.4.1 Strategies 4.4.2 Products 4.4.3 Financial Analysis 4.5 KLA-Tencor 4.5.1 Strategies 4.5.2 Products 4.5.3 Financial Analysis 4.6 Mattson Technology 4.6.1 Strategies 4.6.2 Products 4.6.3 Financial An

17、alysis 4.7 Axcelis Technologies 4.7.1 Strategies 4.7.2 Products 4.7.3 Financial Analysis 4.8 Varian Semiconductor Equipment 4.8.1 Strategies 4.8.2 Products 4.8.3 Financial Analysis 4.9 ASM International 4.9.1 Strategies 4.9.2 Products 4.9.3 Financial Analysis 4.10 Aviza Technology 4.10.1 Strategies

18、4.10.2 Products 4.10.3 Financial Analysis LIST OF TABLES3.1 Worldwide Capital Spending 3.2 Top Semiconductor Equipment Revenues 3.3 Worldwide CVD Market Forecast 3.4 Worldwide CVD Market Shares 3.5 Worldwide PVD Market Forecast 3.6 Worldwide PVD Market Shares 3.7 Worldwide Dry Etch Market Forecast 3.8 Worldwide Dry Etch Market Shares 3.9 Worldwide Implant Market Forecast 3.10 Worldwide Implant Shares 3.11 Worldwide RTP Market Forecast 3.12 Worldwide RTP Market Shares 3.13 Worldwide Silicon Epitaxy Market Forecast 3.14 Worldwide Sili