jeudi 22 décembre 2011

Global high-tech industries to see rebound in 2H12, says Applied executive

Josephine Lien, Taipei; Jessie Shen, DIGITIMES [Wednesday 21 December 2011]
Global high-tech industries will start heating up in the second half of 2012, with the semiconductor sector to trigger the business rebound driven by demand for mobile applications, said president Erix Yu for Applied Materials Taiwan, while commenting on the existing oversupply problems in most end markets the company serves.
Both panel and solar sectors, however, will be struggling to recover due to more severe oversupply situations in the markets, Yu indicated. Taking Applied's orders in its fiscal fourth quarter as an example, orders for display equipment fell as much as 90% while those for the solar segment declined over 70%, Yu revealed.
Industry observers generally have a pessimistic view towards the business outlook for the solar PV and TFT-LCD industries in 2012, given the challenging market conditions.
Applied is currently the world's largest equipment supplier to the semiconductor, TFT-LCD and solar PV industries. In fiscal year 2011, the fab tool vendor achieved record revenues of US$10.5 billion despite a general economic slowdown and weak end product markets.
In other news, the global equipment industry continues to be more consolidated through acquisitions. Lam Research earlier this month announced plans to acquire Novellus Systems. In November, Applied Materials completed its acquisition of Varian Semiconductor Equipment Associates.
Erix Yu of Applied Materials
Erix Yu, president of Applied Materials Taiwan
Photo: Josephine Lien, Digitimes, December 2011

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