Abstract
TEL needs to introduce new processing tools into the market in sectors that
will show stronger than average growth over the next several years in order to
maintain it' s second place position in the industry, according to the report
Tokyo Electron Ltd. (TEL): Strategies, Technologies, Markets, recently
published by The Information Network, a New Tripoli, PA-based market research
company.
TEL was the market leader in each of the following sectors in 2004:
Coater/Developer, Spin-On Deposition (SOD), Vertical Tube CVD, Dielectric
Etch, and Thermal Processing System, according to the report. In these
categories in 2004 it gained market share in: Spin-On Deposition (SOD),
Vertical Tube CVD, Dielectric Etch, and Thermal Processing Systems.
"TEL' s market share has risen consistently from 2001 to 2004," notes Dr.
Robert N. Castellano, President of The Information Network. "On the negative
site, only 28% of TEL' s revenues were in sectors that exhibited stronger than
the average market growth on 2004, namely coater/developer, scrubber, and
dielectric etch."
TEL entered the semiconductor business in 1963 but didn' t enter the top 10 in
led the world in equipment sales until 1983, with $98 million in revenues.
TEL was in the top 10 rankings until 1989 when it gained first place with $635
million in revenues. The company maintained its 1st place rankings until 1992
when it relinquished 1st place to Applied Materials. TEL has maintained a 2nd
place position since then, according to the report. However, TEL is slowly
catching up. In 1999, TEL' s revenues were less that half (46%) of Applied
Materials, increasing to 55% in 2001 and 63% in 2004.
"TEL' s success has also been a result of an extensive combination of
collaborative research with consortia, joint ventures, and technology
investments," added Dr. Castellano. "But the company needs capitalize on
these endeavors and enter new sectors with their own original products that
will grow above the industry average over the coming years. Knocking on TEL' s
back door is ASML"
The Information Network is a leading consulting and market research company
addressing the semiconductor, computer, and telecommunications industries.
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