Silicon-on-Insulators

Table of Contents

I. INTRODUCTION, METHODOLOGY & PRODUCT DEFINITIONS

II. EXECUTIVE SUMMARY

1. Introduction II-1

• Worldwide SOI Market At A Glance II-1

2. Market Overview II-2

• Current and Future Analysis II-2
• North America Sustains Dominance II-2
• Thin-Films - Driving SOI Market Growth II-2
• Thick-Film SOI - Loosing Sheen II-2
• Outlook II-2

3. Industry Overview II-4

• Transitional Phase of SOI II-4
• SOI - A Historic Perspective II-4
• Technology - Road Map II-5
• Innovations in Device Structure and Material II-5
• SOI Slips into Mainstream II-6
• SOI Briskly Penetrates into Silicon Wafers Market II-6
• Table 1: World Market for SOI Wafers (2002-2010) - Percentage of SOI Wafers Dollar Sales in Total Silicon Wafers (includes corresponding Graph/Chart) II-6
• SOI Aids Wireless Revolution II-7
• SOI Revenues Tied to Microprocessors Industry II-7
• Mobile Communication Market - Keeping SOI
• Device Makers on Their Toes II-7
• Patents Play a Role in Player's Success II-8
• Growth Propellers II-8

4. Market Trends & Issues II-9

• Marked Shift in Market Demand II-9
• Table 2: World Thin-Film SOI Market (2002-2005(E)): Percentage Breakdown of Revenues by Application for Computers, Telecommunications, Consumer, Industrial/Military, Medical/Office Equipment, and Automotive (includes corresponding Graph/Chart) II-9
• Thickness of SOI Continues to Decline II-9
• Changing Landscape in SOI Wafer Sizes II-10
• A Wave of Consolidation Worldwide II-10
• Players Flushing Investments into R&D Activity II-10
• Major Trends in Semiconductor Wafer Market II-11
• Core Issues Daunting SOI Market II-11
• Issues Related to FD-SOI and PD-SOI II-12
• Lack of Trained Engineers - Inhibiting SOI Growth II-12
• SOI Faces Competition from GaAs and SiGe II-12
• Silicon on Diamond - An Alternative to SOI II-12
• Silicon-On-Nothing - Offers Potential to Replace SOI II-13
• Chip Makers Doing Balancing Act II-13
• Pricing Scenario II-13
• Plummeting SOI Wafer Prices II-13
• Price Wars Have Negligible Effect on Market Shares II-14

5. Competitive Scenario II-15

• Competition Heats Up in SOI Market II-15
• Soitec - The Undisputed Leader II-15
• Table 3: Percentage Breakdown of Soitec Value Sales (2004) by SOI Wafer Size (includes corresponding Graph/Chart) II-15
• Core Products of Leading SOI Players II-16
• Soitec II-16
• Table 4: General Specifications for 100 mm and 150 mm Standard UNIBIND�E II-16
• Table 5: General Specifications for 200 mm Standard UNIBIND�EWafers by Product Family II-16
• Table 6: General Specifications for 300 mm Standard UNIBIND�EWafers by Product Family II-16
• Ibis II-16
• Table 7: General Specifications for Advantox MLD, Advantox MLD-UT, and SIMOX 400 SOI Wafer Products II-17
• Canon II-17
• Shin-Etsu Handotai II-17
• Silicon Genesis II-17
• Competition from Other Fronts II-17
• SOI Wafer Users Increasing Phenomenally II-18
• Strained SOI - An Emerging Field in SOI Substrate II-18

6. Product Overview II-19

• Silicon-on-insulator (SOI) Technology II-19
• SOI Wafers II-19
• Types of SOI Wafers II-19
• Thick Film SOI Wafers II-19
• Table 8: World Thick Film SOI Wafers Market (2002 - 2005): Percentage Breakdown of Dollar Sales by Chip Category for MPU, MEMS/Power Electronics, Analog/ Mixed, Memory, MCU/MPR, and SoC/ASIC(includes corresponding Graph/Chart) II-20
• Thin Film SOI Wafers II-20
• Table 9: World Thin Film SOI Wafers Market (2002 - 2005): Percentage Breakdown of Dollar Sales by Chip Category for MPU, SoC/ASIC, MEMS/Power Electronics, MCU/MPR, Memory, and Analog/Mixed (includes corresponding Graph/Chart) II-21
• UltraThin SOI or UltraThin Silicon Wafers II-21
• Fully Depleted SOI II-21
• FD-SOI Applications II-22
• Partially Depleted SOI II-22
• Benefits of SOI Wafers II-22
• Applications of SOI II-22
• High Performance Chips II-23
• High Voltage Applications II-23
• Radiation Hardened II-23
• Mobile Applications II-23
• System on a Chip (SoC) II-23
• Sensors II-23
• Biomedical II-23
• Current and Future Application Fields II-23
• SOI Features and Specific Application Areas II-24
• SOI in Smart Cards II-24
• SOI Fabrication Procedures II-25
• SIMOX II-25
• Wafer Bonding II-26
• SmartCut II-26
• ELTRAN II-26
• Other SOI Fabrication Methods II-27
• Mechanical Thinning II-27
• Grinding Technology II-27
• Polishing II-28
• Lateral Gettering II-28
• Short-Channel Effect II-28
• Silicon-Based Optoelectronics II-29
• Silicon-On-Insulator Photonic Integrated Circuits (SOIPICs) II-29
• Strained Silicon II-29
• Strained SOI II-29
• SOI Circuits II-30
• SOI Devices II-30
• Double-Gate SOI MOSFETs II-30
• Four-Gate Transistor II-30
• Tunneling Devices II-30
• Single-Electron Transistors II-30
• Other SOI Devices II-31
• A Comparison between CMOS and SOI II-31
• Advantages of SOI over CMOS II-31
• CMOS Transistor Limitations II-31

7. Product Innovations/Introductions II-32

• Oki Electric Touts New SOI CMOS II-32
• IBM and AMD Develop Dual Stress Liner II-32
• Zarlink Unveils Complementary SOI Bipolar Technology II-32
• Soisic Unveils High Speed 90nm SOI Design Kit II-32
• Freescale and Soitec Announce Joint Development Results II-32
• New SOI Innovations from Idaho Inventors II-33
• Taiwan Researchers Develop New Procedure to Form Contact on SOI Wafer II-33
• Japanese Developer Develops Ion Implantation and SOI Wafer Fabricating Methods II-33
• Oregon Developers Develop SOI Wafers and Transistors II-33
• Vermont Developer Unveils SOI Memory Cell II-33
• New SOI Device from California Inventor II-34
• US and German Developers Innovate SOI Semiconductor Device Fabrication Method II-34
• NEC Corp Develops Panel-Size Scan Driver II-34
• Soitec and ASM Develop 300 mm Strained SOI Wafer II-34
• Innovative NGS Technology from SiGen II-34
• AMD and IBM Announce Sophisticated SOI Technology II-35
• Soitec Creates sSOI for PD Applications II-35
• UMC Innovates a Novel Engineering Technique II-35
• Soitec Introduces Germanium-Free Strained SOI II-35
• IBM Develops CMOS Compatible Germanium on SOI
• Photodetector II-35
• Advanced SOI Transistor from Hitachi II-35
• MOEMS Manufacturing Consortium Develops Hybrid SOI Micromachining Process II-36
• Isonics Develops Thin-Film SOI Wafers II-36
• SiGen Touts Advanced Nanostrain Process II-36
• IBM Develops SiGe Bipolar Transistor II-36
• Isonics Exhibits 300 mm Thick Film SOI Wafers II-36
• Soitec and ASM Creates Strained Silicon Wafer Samples II-37
• Atmel Provides BCD-on-SOI Technology II-37
• Soitec Offers Comprehensive Range of Unibond SOI Wafers II-37
• Renesas Develops SOI CMOS Technology II-37
• AMD Develops SOI based Transistor II-37
• Honeywell Introduces New Array of SOI Based ICs II-37
• AMD Develops SOI based Triple-Gate Transistors II-38
• Philips Researchers Develop Substrate Transfer Technique II-38
• SiGen Fabricates Ultra-Thin SOI Wafer II-38
• Quantum II Systems of Applied Materials Enhances SOI Productivity II-38

8. Recent Industry Activity II-39

• Soitec Inks Contract with Advanced Micro Devices II-39
• AMD Enters into Technology Licensing Agreement
• with Innovative Silicon II-39
• Soitec to Commence Wafer Production Lines II-39
• Soitec Forms Strategic Alliance with SEZ Group II-39
• ASI Collaborates with Cypress II-39
• Soitec Ties Up with Advanced Technology Development Facility II-39
• Soitec Enters into a Long-Term Supply Agreement with AMD II-40
• Shin-Etsu to Expand Wafer Capacity II-40
• Honeywell Establishes Semiconductor Plant II-40
• Soitec Opens Sales Office in Taipei II-40
• Isonics Acquires Assets of EnCompass II-40
• Honeywell Partners Cypress and Synopsys II-40
• Soitec Extends R&D Partnership with LETI II-41
• Freescale Enters into Agreement with Taiwan
• Semiconductor Manufacturing Company II-41
• Soitec Signs Licensing Agreement with Siltronic II-41
• SiGen Inks Pact with INNOViON II-41
• Chartered Strikes Deal with IBM II-41
• MEMC and SiGen Inks Licensing Agreement II-41
• Isonics Completes Wafer Manufacturing Operations Consolidation in New Facility II-42
• Soitec Establishes Soitec Asia in Japan II-42
• AMD Commences SOI Based Chip Production II-42
• Sony Invests US$1.46 Billion for Wafer Production Lines II-42
• SiGen Obtains Strained SOI Patent II-42
• Soitec Takes Over Assets of Picogiga II-42
• IBM Forms Alliance with Advanced Micro Devices II-42
• Soitec Forms Strategic Partnership with ASM II-43
• KLA-Tencor Teams Up with Soitec II-43
• SiGen and EV Group Enter into License Agreement II-43
• SiGen Secures NanoPhotonic SOI Order II-43
• Isonics Wins Contracts for Thick-Film SOI Wafers II-43
• Simgui Opens SOI Wafer Facility in China II-43
• Isonics' Wafer Fab Commences Operations II-43
• Soitec Expands Silicon Wafer Capacity II-44
• Soitec Designates Seika as Sole Distributor in China II-44
• Isonics Sets Up SOI Wafer Fab II-44
• IBM, Toshiba and Sony Announce Joint Project II-44
• Advanced Micro Devices Begins Pilot Production of SOI Processes II-44
• Soitec Bags Multimillion-Dollar Order from AMD II-44
• Soitec Completes Construction of SOI Wafer Fab II-44

9. Focus on Select Global Players II-45

• Leading SOI-Wafer Manufacturers II-45
• Canon (Japan) II-45
• Ibis Technology Corporation (USA) II-45
• Seiko Epson Corporation (Japan) II-45
• Shin-Etsu Handotai Co Ltd (Japan) II-45
• Silicon Genesis Corporation (USA) II-46
• Soitec (France) II-46
• Leading SOI-Device Users II-46
• Advanced Micro Devices, Inc. (USA) II-46
• International Business Machines Corporation (USA) II-47
• Motorola, Inc. (USA) II-47
• Oki Electric Industry Co., Ltd. (Japan) II-47
• Toshiba (Japan) II-48
• Other Global Players II-48
• Analog Devices, Inc. (USA) II-48
• Intel Corporation (USA) II-48
• Isonics Corporation (USA) II-49
• Komatsu Electronic Metals Co Ltd (Japan) II-49
• MEMC Electronic Materials Inc (USA) II-49
• Soisic (France) II-50
• Sumitomo Mitsubishi Silicon Corporation (Japan) II-50
• Wacker Siltronic AG (Germany) II-50
• 10. Global Market Perspective II-51
• Table 10: World Recent Past, Current & Future Analysis for Silicon-On-Insulators (SOI) by Product Segment - Thin-Film SOI and Thick-Film SOI Markets Independently Analyzed with Annual Sales Figures in Million Square Inches (MSI) for Years 2002 to 2010 (includes corresponding Graph/Chart) II-51
• Table 11: World 8-Year Perspective for Silicon-On-Insulators (SOI) by Product Segment - Percentage Breakdown of Unit Sales for Thin-Film SOI and Thick-Film SOI Markets for Years 2002, 2005 & 2010 II-51
• Table 12: World Recent Past, Current & Future Analysis for Silicon-On-Insulators (SOI) by Geographic Region - North America, Japan, Europe, and Rest of World Markets Independently Analyzed with Annual Sales Figures in US$ Million for Years 2002 to 2010 (includes corresponding Graph/Chart) II-52
• Table 13: World 8-Year Perspective for Silicon-On-Insulators (SOI) by Geographic Region - Percentage Breakdown of Dollar Sales for North America, Japan, Europe, and Rest of World Markets for Years 2002, 2005 & 2010 (includes corresponding Graph/Chart) II-52
• Table 14: World Recent Past, Current & Future Analysis for Thin-Film SOI by Geographic Region - North America, Japan, Europe, and Rest of World Markets Independently Analyzed With Annual Sales Figures in US$ Million for Years 2002 to 2010 (includes corresponding Graph/Chart) II-53
• Table 15: World 8-Year Perspective for Thin-Film SOI by Geographic Region - Percentage Breakdown of Dollar Sales for North America, Japan, Europe, and Rest of World Markets for 2002, 2005 & 2010 (includes corresponding Graph/Chart) II-53
• Table 16: World Recent Past, Current & Future Analysis for Thick-Film SOI by Geographic Region - North America, Japan, Europe, and Rest of World Markets Independently Analyzed With Annual Sales Figures in US$ Million the Years 2002 to 2010 (includes corresponding Graph/Chart) II-54
• Table 17: World 8-Year Perspective for Thick-Film SOI by Geographic Region - Percentage Breakdown of Dollar Sales for North America, Japan, Europe, and Rest of World Markets for 2002, 2005 & 2010 (includes corresponding Graph/Chart) II-54

III. MARKET

1. North America III-1

• A. Market Analysis III-1
• Product Innovations/Introductions III-1
• Strategic Corporate Developments III-5
• Major SOI-Wafer Manufacturers III-8
• Ibis Technology Corporation III-8
• Silicon Genesis Corporation III-9
• Major SOI-Device Users III-9
• Advanced Micro Devices, Inc. III-9
• International Business Machines Corporation III-9
• Motorola, Inc. III-9
• Other Major Players III-10
• Analog Devices, Inc. III-10
• Intel Corporation III-10
• Isonics Corporation III-11
• MEMC Electronic Materials Inc III-11
• B. Market Analytics III-12
• Table 18: North American Recent Past, Current & Future Analysis for Silicon-On-Insulators (SOI) by Product Segment - Thin-Film SOI and Thick-Film SOI Markets Independently Analyzed with Annual Sales Figures in US$ Million for Years 2002 through 2010 (includes corresponding Graph/Chart) III-12
• Table 19: North American 8-Year Perspective for Silicon-On-Insulators (SOI) by Product Segment - Percentage Breakdown of Dollar Sales for Thin-Film SOI and
• Thick-Film SOI Markets for 2002, 2005 & 2010. III-12

2. Japan III-13

• A. Market Analysis III-13
• Product Innovations/Introductions III-13
• Strategic Corporate Developments III-14
• Major SOI-Wafer Manufacturers III-14
• Canon III-14
• Seiko Epson Corporation III-14
• Shin-Etsu Handotai Co Ltd III-15
• Major SOI-Device Users III-15
• Oki Electric Industry Co., Ltd. III-15
• Toshiba III-15
• Other Major Players III-15
• Komatsu Electronic Metals Co Ltd III-15
• Sumitomo Mitsubishi Silicon Corporation III-16
• B. Market Analytics III-16
• Table 20: Japanese Recent Past, Current & Future Analysis for Silicon-On-Insulators (SOI) by Product Segment - Thin-Film SOI and Thick-Film SOI Markets Independently Analyzed with Annual Sales Figures in US$ Million for Years 2002 through 2010 (includes corresponding Graph/Chart) III-16
• Table 21: Japanese 8-Year Perspective for Silicon-On-Insulators (SOI) by Product Segment - Percentage Breakdown of Dollar Sales for Thin-Film SOI and
• Thick-Film SOI Markets for 2002, 2005 & 2010. III-16

3. Europe III-17

• A. Market Analysis III-17
• Product Innovations/Introductions III-17
• Strategic Corporate Developments III-18
• Leading Players in SOI-Wafer Market III-20
• Soitec (France) III-20
• Soisic (France) III-21
• Wacker Siltronic AG (Germany) III-21
• B. Market Analytics III-22
• Table 22: European Recent Past, Current & Future Analysis for Silicon-On-Insulators (SOI) by Product Segment - Thin-Film SOI and Thick-Film SOI Markets Independently Analyzed with Annual Sales Figures in US$ Million for Years 2002 through 2010 (includes corresponding Graph/Chart) III-22
• Table 23: European 8-Year Perspective for Silicon-On-Insulators (SOI) by Product Segment - Percentage Breakdown of Dollar Sales for Thin-Film SOI and Thick-Film SOI Markets for 2002, 2005 & 2010. III-22

4. Rest of World III-23

• A. Market Analysis III-23
• Product Innovation III-23
• Strategic Corporate Developments III-23
• B. Market Analytics III-25
• Table 24: Rest of World Recent Past, Current & Future Analysis for Silicon-On-Insulators (SOI) by Product Segment - Thin-Film SOI and Thick-Film SOI Markets Independently Analyzed with Annual Sales Figures in US$ Million for Years 2002 through 2010 (includes corresponding Graph/Chart) III-25
• Table 25: Rest of World 8-Year Perspective for Silicon-On-Insulators (SOI) by Product Segment - Percentage Breakdown of Dollar Sales for Thin-Film SOI and Thick-Film SOI Markets for 2002, 2005 & 2010 III-25

IV. COMPETITION

• 1. Advanced Micro Devices, Inc. (USA) IV-1
• Table 26: First Quarter Sales Analysis: 2005-2006 (Q1) (In US$ million) IV-1
• Table 27: First Quarter Sales Analysis by Segment: 2005-2006 (Q1) (In US$ million) IV-2
• Table 28: Annual Sales Analysis: 2003-2005(In US$ million) IV-2
• Table 29: Annual Sales Analysis by Segment: 2004-2005 (In US$ million) IV-2
• Table 30: Annual Sales Analysis by Geographic Region: 2004-2005 (In US$ million) IV-2
• Table 31: Annual Sales Analysis by Segment: 2003-2004 (In US$ million) IV-3
• Table 32: Annual Sales Analysis by Geographic Region: 2003-2004 (In US$ million) IV-3
• 2. American Semiconductor, Inc. (USA) IV-6
• 3. Analog Devices, Inc. (USA) IV-7
• Table 33: First Quarter Sales Analysis: 2005-2006 (Q1) (In US$ million) IV-8
• Table 34: Annual Sales Analysis: 2003-2005 (In US$ million) IV-8
• Table 35: Annual Sales Analysis by Geographic Region: 2004-2005 (In US$ million) IV-8
• Table 36: Annual Sales Analysis by Geographic Region: 2003-2004 (In US$ million) IV-9
• 4. ASM International NV (The Netherlands) IV-13
• Table 37: Half Yearly Sales Analysis: 2004-2005 (H1) (In US$ million) IV-13
• Table 38: Annual Sales Analysis: 2003-2004 (In US$ million) IV-13
• 5. Atmel Corporation (USA) IV-16
• Table 39: First Quarter Sales Analysis: 2005-2006 (Q1) (In US$ million) IV-18
• Table 40: First Quarter Sales Analysis by Segment: 2005-2006 (Q1) (In US$ million) IV-18
• Table 41: First Quarter Sales Analysis by Geographic Region: 2005-2006 (Q1) (In US$ million) IV-18
• Table 42: Annual Sales Analysis: 2003-2005 (In US$ million) IV-18
• Table 43: Annual Sales Analysis by Quarter: 2004-2005 (In US$ million) IV-18
• Table 44: Annual Sales Analysis by Segment: 2004-2005 (In US$ million) IV-19
• Table 45: Annual Sales Analysis by Geographic Region: 2004-2005 (In US$ million) IV-19
• 6. Canon, Inc. (Japan) IV-26
• Table 46: First Quarter Sales Analysis: 2004-2005 (Q1) (In ¥ billion) IV-27
• Table 47: First Quarter Sales Analysis by Product: 2004-2005 (Q1) (In ¥ billion) IV-27
• Table 48: First Quarter Sales Analysis by Geographic Region: 2004-2005 (Q1) (In ¥ billion) IV-28
• Table 49: Annual Sales Analysis: 2003-2004 (In ¥ billion) IV-28
• Table 50: Annual Sales Analysis by Product: 2003-2004 (In ¥ billion) IV-28
• Table 51: Annual Sales Analysis by Geographic Region: 2003-2004 (In ¥ billion) IV-28
• 7. Cemat Silicon SA (Poland) IV-30
• 8. Chartered Semiconductor Manufacturing (Singapore) IV-31
• Table 52: Annual Sales Analysis: 2003-2005 (In S$ million) IV-31
• Table 53: Annual Sales Analysis by Quarter: 2004-2005 (In S$ million) IV-32
• Table 54: Annual Sales Analysis by Geographic Region: 2004-2005 (In S$ million) IV-32
• Table 55: Annual Sales Analysis by Geographic Region: 2003-2004 (In S$ million) IV-32
• 9. Clare, Inc. (USA) IV-35
• 10. Cypress Semiconductor Corporation (USA) IV-37
• Table 56: First Quarter Sales Analysis: 2005-2006 (Q1) (In US$ million) IV-39
• Table 57: First Quarter Sales Analysis by Segment: 2005-2006 (Q1) (In US$ million) IV-39
• Table 58: First Quarter Sales Analysis by Geographic Region: 2005-2006 (Q1) (In US$ million) IV-39
• Table 59: Annual Sales Analysis: 2003-2005 (In US$ million) IV-39
• Table 60: Annual Sales Analysis by Quarter: 2004-2005 (In US$ million) IV-40
• Table 61: Annual Sales Analysis by Segment: 2004-2005 (In US$ million) IV-40
• Table 62: Annual Sales Analysis by Geographic Region: 2004-2005 (In US$ million) IV-40
• Table 63: Annual Sales Analysis by Segment: 2003-2004 (In US$ million) IV-40
• Table 64: Annual Sales Analysis by Geographic Region: 2003-2004 (In US$ million) IV-41
• 11. EM Microelectronic (Switzerland) IV-50
• 12. EV Group (Austria) IV-53
• 13. Freescale Semiconductor, Inc. (USA) IV-55
• Table 65: First Quarter Sales Analysis: 2005-2006 (Q1) (In US$ million) IV-57
• Table 66: First Quarter Sales Analysis by Segment: 2005-2006 (Q1) (In US$ million) IV-57
• Table 67: Annual Sales Analysis: 2003-2005 (In US$ million) IV-57
• Table 68: Annual Sales Analysis by Quarter: 2004-2005 (In US$ million) IV-57
• Table 69: Annual Sales Analysis by Segment: 2004-2005 (In US$ million) IV-57
• Table 70: Annual Sales Analysis by Geographic Region: 2004-2005 (In US$ million) IV-58
• 14. Group4 Labs LLC (USA) IV-63
• 15. Hitachi Limited (Japan) IV-65
• Table 71: Annual Sales Analysis: 2003-2005 (In ¥ billion) IV-67
• Table 72: Annual Sales Analysis by Segment: 2004-2005 (In ¥ billion) IV-67
• Table 73: Annual Sales Analysis by Geographic Region: 2004-2005 (In ¥ billion) IV-67
• Table 74: Annual Sales Analysis by Segment: 2003-2004 (In ¥ billion) IV-68
• Table 75: Annual Sales Analysis by Geographic Region: 2003-2004 (In ¥ billion) IV-68
• 16. Honeywell International, Inc. (USA) IV-75
• Table 76: First Quarter Sales Analysis: 2005-2006 (Q1) (In US$ million) IV-77
• Table 77: First Quarter Sales Analysis by Segment: 2005-2006 (Q1) (In US$ million) IV-77
• Table 78: Annual Sales Analysis: 2003-2005 (In US$ million) IV-77
• Table 79: Annual Sales Analysis by Quarter: 2004-2005 (In US$ million) IV-78
• Table 80: Annual Sales Analysis by Segment: 2004-2005 (In US$ million) IV-78
• Table 81: Annual Sales Analysis by Geographic Region: 2004-2005 (In US$ million) IV-78
• Table 82: Annual Sales Analysis by Segment: 2003-2004 (In US$ million) IV-78
• Table 83: Annual Sales Analysis by Geographic Region: 2003-2004 (In US$ million) IV-79
• Honeywell International - Solid State Electronics
• Center (USA) IV-88
• 17. Ibis Technology Corporation (USA) IV-90
• Table 84: First Quarter Sales Analysis: 2005-2006 (Q1) (In US$ million) IV-91
• Table 85: Annual Sales Analysis: 2003-2005 (In US$ million) IV-91
• Table 86: Annual Sales Analysis by Quarter: 2004-2005 (In US$ million) IV-91
• Table 87: Annual Sales Analysis by Product: 2004-2005 (In US$ million) IV-91
• Table 88: Annual Sales Analysis by Product: 2003-2004 (In US$ million) IV-91
• 18. Innovative Silicon, Inc. (USA) IV-93
• 19. Intel Corporation (USA) IV-94
• Table 89: First Quarter Sales Analysis: 2005-2006 (Q1) (In US$ billion) IV-98
• Table 90: First Quarter Sales Analysis by Segment: 2005-2006 (Q1) (In US$ billion) IV-98
• Table 91: First Quarter Sales Analysis by Geographic Region: 2005-2006 (Q1) (In US$ billion) IV-98
• Table 92: Annual Sales Analysis: 2003-2005 (In US$ billion) IV-98
• Table 93: Annual Sales Analysis by Segment: 2004-2005 (In US$ billion) IV-98
• Table 94: Annual Sales Analysis by Geographic Region: 2004-2005 (In US$ billion) IV-99
• 20. International Business Machines Corporation (IBM) (USA) IV-105
• Table 95: First Quarter Sales Analysis: 2005-2006 (Q1) (In US$ million) IV-108
• Table 96: First Sales Analysis by Segment: 2005-2006 (Q1) (In US$ million) IV-108
• Table 97: First Quarter Sales Analysis by Geographic Region: 2005-2006 (Q1) (In US$ million) IV-108
• Table 98: Annual Sales Analysis: 2003-2005 (In US$ million) IV-109
• Table 99: Annual Sales Analysis by Segment: 2004-2005 (In US$ million) IV-109
• Table 100: Annual Sales Analysis by Geographic Region: 2004-2005 (In US$ million) IV-109
• 21. Isonics Corporation (USA) IV-115
• Table 101: Nine Months Sales Analysis: 2005-2006 (Nine Months Ended, January) (In US$ million) IV-116
• Table 102: Nine Months Sales Analysis by Segment: 2005-2006 (Nine Months Ended, January IV-117
• Table 103: Annual Sales Analysis: 2003-2005 (In US$ million) IV-117
• 22. Kla-Tencor Corporation (USA) IV-120
• Table 104: Nine Months Sales Analysis: 2005-2006 (Nine Months Ended, March) (In US$ million) IV-120
• Table 105: Nine Months Sales Analysis by Quarter: 2005-2006 (Nine Months Ended, March) (In US$ million) IV-121
• Table 106: Nine Months Sales Analysis by Geographic Region: 2005-2006 (Nine Months Ended, March) (In US$ million) IV-121
• Table 107: Annual Sales Analysis: 2003-2005 (In US$ million) IV-121
• Table 108: Annual Sales Analysis by Quarter: 2004-2005 (In US$ million) IV-121
• Table 109: Annual Sales Analysis by Geographic Region: 2004-2005 (In US$ million) IV-122
• Table 110: Annual Sales Analysis by Geographic Region: 2003-2004 (In US$ million) IV-122
• 23. Komatsu Electronic Metals Co., Ltd. (Japan) IV-131
• Table 111: Annual Sales Analysis: 2003-2005 (In ¥ million) IV-131
• Komatsu Silicon America LLC (USA) IV-132
• 24. MEMC Electronic Materials, Inc. (USA) IV-133
• Table 112: First Quarter Sales Analysis: 2005-2006 (Q1) (In US$ million) IV-133
• Table 113: Annual Sales Analysis: 2003-2005 (In US$ million) IV-134
• Table 114: Annual Sales Analysis by Quarter: 2003-2004 (In US$ million) IV-134
• Table 115: Annual Sales Analysis by Geographic Region: 2003-2004 (In US$ million) IV-134
• 25. Motorola, Inc. (USA) IV-136
• Table 116: First Quarter Sales Analysis: 2005-2006 (Q1) (In US$ billion) IV-138
• Table 117: First Quarter Sales Analysis by Segment: 2005-2006 (Q1) (In US$ billion) IV-138
• Table 118: Annual Sales Analysis: 2003-2004 (In US$ billion) IV-139
• Table 119: Annual Sales Analysis by Quarter: 2004-2005 (In US$ billion) IV-139
• Table 120: Annual Sales Analysis by Segment: 2004-2005 (In US$ billion) IV-139
• Table 121: Annual Sales Analysis by Geographic Region: 2004-2005 (In US$ billion) IV-139
• Table 122: Annual Sales Analysis by Segment: 2003-2004 (In US$ billion) IV-140
• Table 123: Annual Sales Analysis by Geographic Region: 2003-2004 (In US$ billion) IV-140
• 26. NEC Electronics Corporation (Japan) IV-154
• Table 124: Annual Sales Analysis: 2003-2006 (In ¥ billion) IV-155
• Table 125: Annual Sales Analysis by Segment: 2004-2005 (In ¥ billion) IV-155
• Table 126: Annual Sales Analysis by Geographic Region: 2004-2005 (In ¥ billion) IV-155
• Table 127: Annual Sales Analysis by Segment: 2003-2004 (In ¥ billion) IV-156
• Table 128: Annual Sales Analysis by Geographic Region: 2003-2004 (In ¥ billion) IV-156
• 27. Oki Electric Industry Co., Ltd. (Japan) IV-167
• Table 129: Annual Sales Analysis: 2004-2006 (In ¥ billion) IV-168
• Table 130: Annual Sales Analysis by Segment: 2004-2005 (In ¥ billion) IV-168
• OKI Electric Europe GmbH (Germany) IV-173
• 28. Okmetic Oyj (Finland) IV-174
• Table 131: First Quarter Sales Analysis: 2005-2006 (Q1) (In € million) IV-174
• Table 132: Annual Sales Analysis: 2003-2005 (In € million) IV-175
• Table 133: Annual Sales Analysis by Quarter: 2004-2005 (In € million) IV-175
• Table 134: Annual Sales Analysis by Quarter:2003-2004 (In € million) IV-175
• 29. Prolog Semicor Ltd. (Ukraine) IV-175
• 30. S.O.I. Tec Silicon On Insulator Technologies (France) IV-176
• Table 135: Annual Sales Analysis: 2004-2006 (In € million) IV-176
• Table 136: Annual Sales Analysis by Quarter: 2005-2006 (In € million) IV-177
• Table 137: Annual Sales Analysis by Quarter: 2004-2005 (In € million) IV-177
• Table 138: Annual Sales Analysis by Geographic Region: 2004-2005 (In € million) IV-177
• Soitec USA, Inc. (USA) IV-179
• 31. Seiko Epson Corporation (Japan) IV-180
• Table 139: Annual Sales Analysis: 2003-2006 (In ¥ billion) IV-181
• Table 140: Annual Sales Analysis by Segment: 2004-2005 (In ¥ billion) IV-181
• Table 141: Annual Sales Analysis by Geographic Region: 2004-2005 (In ¥ billion) IV-182
• Table 142: Annual Sales Analysis by Segment: 2003-2004 (In ¥ billion) IV-182
• Table 143: Annual Sales Analysis by Geographic Region: 2003-2004 (In ¥ billion) IV-182
• 32. Shanghai Simgui Technology Co., Ltd. (China) IV-185
• 33. Shin-Etsu Chemical Co., Ltd. (Japan) IV-186
• SEH America, Inc. (USA) IV-187
• Shin-ETSU Handotai Co., Ltd. (Japan) IV-188
• 34. Silicon Genesis Corporation (USA) IV-189
• 35. Silicon Materials, Inc. (USA) IV-189
• 36. Siltronic AG (Germany) IV-190
• Siltronic Corporation (USA) IV-191
• 37. Siltronix (France) IV-192
• 38. Soisic (France) IV-192
• 39. Sumco Corporation (Japan) IV-193
• 40. Sumitomo Mitsubishi Silicon Corporation (Japan) IV-193
• 41. Sun Microsystems, Inc. (USA) IV-194
• Table 144: Nine Months Sales Analysis: 2005-2006 (Nine Months Ended, March) (In US$ million) IV-197
• Table 145: Nine Months Sales Analysis by Segment: 2005-2006 (Nine Months, Ended March) (In US$ million) IV-197
• Table 146: Nine Months Sales Analysis by Geographic Region: 2005-2006 (Nine Months Ended, March) (In US$ million) IV-197
• Table 147: Annual Sales Analysis: 2003-2005 (In US$ million) IV-197
• Table 148: Annual Sales Analysis by Quarter: 2004-2005 (In US$ million) IV-198
• Table 149: Annual Sales Analysis by Segment: 2004-2005 (In US$ million) IV-198
• Table 150: Annual Sales Analysis by Geographic Region: 2004-2005 (In US$ million) IV-198
• Table 151: Annual Sales Analysis by Quarter: 2003-2004 (In US$ million) IV-198
• Table 152: Annual Sales Analysis by Segment: 2003-2004 (In US$ million) IV-199
• Table 153: Annual Sales Analysis by Geographic Region: 2003-2004 (In US$ million) IV-199
• 42. Taiwan Semiconductor Manufacturing Co., Ltd. (Taiwan) IV-230
• Table 154: First Quarter Sales Analysis 2005-2006 (Q1) (In NT$ million) IV-231
• Table 155: Annual Sales Analysis: 2003-2005 (In NT$ million) IV-231
• Table 156: Annual Sales Analysis by Product: 2004-2005 (In NT$ million) IV-231
• Table 157: Annual Sales Analysis by Geographic Region: 2004-2005 (In NT$ million) IV-232
• 43. Telecom-STV Company Limited (Russia) IV-235
• 44. Topco Scientific Company Ltd. (Taiwan) IV-236
• 45. Toshiba Corporation (Japan) IV-238
• Table 158: Annual Sales Analysis: 2003-2005 (In US$ billion) IV-241
• 46. Tronic's Microsystems SA (France) IV-254
• 47. Ultrasil Corporation (USA) IV-255
• 48. United Microelectronics Corporation (Taiwan) IV-256
• Table 159: Annual Sales Analysis: 2003-2005 (In NT$ billion) IV-256
• 49. Virginia Semiconductor, Inc. (VSI) (USA) IV-259
• 50. Wafer World, Inc. (USA) IV-260
• 51. Zarlink Semiconductor, Inc. (Canada) IV-261
• Table 160: Annual Sales Analysis: 2003-2005 (In US$ million) IV-262
• Table 161: Annual Sales Analysis by Quarter: 2004-2005 (In US$ million) IV-263
• Table 162: Annual Sales Analysis by Segment: 2004-2005 (In US$ million) IV-263
• Table 163: Annual Sales Analysis by Geographic Region: 2004-2005 (In US$ million) IV-263