3Q03 Silicon Wafer Update: Demand Continues Recovery
|
|
- Debra Thompson
- 6 years ago
- Views:
Transcription
1 Gartner Dataquest Alert 3Q03 Silicon Wafer Update: Demand Continues Recovery The latest silicon forecast indicates that silicon wafer demand will grow 10 percent in 2003 over the previous year. This is up 4 percentage points over the previous forecast in May 2003, reflecting the relative strong improvement in first-quarter shipments and taking into account actual demand in 2002 and the formal results of Gartner Dataquest's silicon wafer market survey. Essentially, the latest forecast assumes that wafer demand maintains a moderate recovery course, as indicated in the previous forecast, but we have yet to catch sight of a clear and sustainable upward trend. Demand Forecast for 2003: Annual 10 Percent Increase Expected The lackluster microeconomic environment kept electronics production and demand, together with semiconductor device demand, hovering low, and wafer demand entered a stagnation phase in the third quarter of Given the sluggishness of the markets, coupled with negative impacts anticipated from the war in Iraq and an outbreak of severe acute respiratory syndrome (SARS), the previous forecast expected that wafer demand in the first quarter would remain more or less unchanged from the preceding quarter, albeit some improvement from the previous declining trend. In the first quarter, demand turned upward stronger than expected, resulting in a 4 percent increase over the preceding quarter. Nevertheless, Gartner Dataquest believes that demand growth is not yet supported by a clear driver and we need more clear signs to judge if that demand will move to a strong, sustainable recovery path. In fact, analysis of the first-quarter demand indicates a still-declining trend in the first half, followed by a sudden jump in the final month because of seasonal factors. Therefore, Gartner Dataquest's official forecast of the semiconductor demand market in the second quarter assumes some uncertainties about semiconductor demand in the second half of 2003, and it's most likely case is an 8 percent increase over the previous year (see "2Q03 Update: Global Semiconductor Forecast Scenarios," SEMC-WW-DP-0284). The upcoming view might be optimistic; however, we have not judged that a full-fledged recovery in wafer demand is assured at this moment. Based on these assumptions and the semiconductor forecast, wafer demand will be affected by moderate device demand and will continue a moderate recovery, with some ups and downs as a monthly base. Then, in the second half of this year, it will enter a sustainable recovery path. Key factors for driving wafer demand in the second half of 2003 are summarized as follows: Semiconductor demand driven by specific fast-growing markets, such as digital cellular phones, flat-panel displays and digital appliances, particularly flash memory, liquid crystal display (LCD) driver and digital signal processing (DSP) 10 July Gartner, Inc. and/or its Affiliates. All Rights Reserved. 1
2 The rise in 300-mm wafer demand with the ramp up of 300-mm fab projects that are either in the pilot or initial production stage, in which wafer consumption is bloated because of a high percentage of testing and monitoring applications A moderate upturn of corporate IT investment as a result of an improved microeconomic environment, particularly the purchase of office PCs, including replacements Figure 1 shows the quarterly forecast of future wafer demand. In the beginning of the second quarter, demand still lacked strength. Although it is expected to pick up in the middle of the second quarter as device demand gains momentum in preparation for the year-end shopping season, growth will be relatively moderate up 8 percent over the first quarter compared with the strength seen during the full-fledged recoveries in the past. Meanwhile, fundamentals are expected to improve, with an anticipated recovery of device demand that accompanies the comeback of electronics demand especially PCs as part of a better microeconomic environment. Furthermore, reinvigorated 300-mm fab projects will drive 300-mm wafer demand. Altogether, total wafer demand will gradually show a sustainable recovery trend in the second half of The present forecast indicates that wafer demand in 2003 will grow 10 percent over the previous year to reach 5,261 million square inches (MSIs) the most likely case. On the other hand, the best case scenario assumes that wafer demand will record double-digit growth over the first quarter as a sustainable recovery of device demand becomes visible and will move to a full-fledged recovery phase, resulting in an annual growth rate of 14 percent. In contrast, the worst case scenario assumes that the device demand recession will persist and cause negative growth during the second and third quarters, forcing the wafer industry to make short-term inventory adjustments. According to Gartner Dataquest's survey, wafer inventory started to decline in 2003 but remains at a relatively high level. If investment adjustment occurs, it will restrain wafer shipments and demand will experience negative growth of 2 percent on an annualized basis. 10 July Gartner, Inc. and/or its Affiliates. All Rights Reserved. 2
3 Figure 1 Quarterly Silicon Demand Profile by Scenarios Millions of Square Inches 1,800 1,600 1,400 Most Likely Case Best Case Worst Case 1,200 1, Q02 2Q02 3Q02 4Q02 1Q03 2Q03 3Q03 4Q03 1Q04 2Q04 3Q04 4Q Source: Gartner Dataquest (July 2003) Expansion Will Resume in 2004 Total semiconductor units shipped for a three-month average are now less than 10 percent from a peak in We anticipate the indicator during 2003 to exceed the peak of Therefore, the present forecast will not differ from the previous one in that wafer demand will see a new expansion period in With demand recoveries expected in several applications, including PCs, electronic equipment demand will start a sustainable recovery in the second half of Release of pent-up demand for electronic equipment relating to IT investment in the area of communication infrastructure will provide further fuel in 2004, causing semiconductor sales to soar 23 percent to reach $206.7 billion. Resumed growth in device demand will definitely have positive impacts on semiconductor production. Average fab capacity utilization will cross the 85 percent mark in the fourth quarter of 2003 and will further rise in 2004, exceeding 90 percent in the second half. This will create solid demand for wafers. In particular, leading-edge fabs already operating above 85 percent will serve as a major engine for wafer demand growth. As a risk for thewafervendors,asuddenriseinwaferdemandwillprovokeatightsupplyandeclipsethe potential for wafer sales. 10 July Gartner, Inc. and/or its Affiliates. All Rights Reserved. 3
4 Meanwhile, the 300-mm wafer ramp will accelerate further in It has been steadily growing to the average demand level of 260,000 wafers per month in the second quarter of It will then reach 400,000 wafers in the fourth quarter of According to Gartner Dataquest's fab database, 12 projects will be launched in 2004 in addition to the expansion of existing capacities, thus marking a full takeoff of 300-mm wafer demand. Under the present forecast, demand will reach 600,000 wafers per month by the end of 2004, including test and monitoring applications. As a result, wafer demand in 2004 will welcome an expansion phase and will record an annual growth rate of 23 percent, reaching 6,452 MSIs. Up to the first half of 2005, device demand and its healthy growth will feed a sufficient impetus for wafer demand. Then, as device demand is expected to enter a down cycle in the second half of 2005, wafer demand will also soften. However, the revenue impact will be mitigated by an initial demand ramp up that will come from 300-mm fabs in their startup stage, not to mention the contribution made by firm device demand in the first half. As a result, double-digit growth of 11 percent will be maintained in In 2006, a downturn in the device market will take its toll on wafer demand, which will maintain moderate single-digit growth in 2006 and Semiconductor investment will again plummet to double-digit negative growth and fab activities will be curtailed to slow down growth of 300-mm demand in In 2008, wafer demand should revive, driven by strengthening device demand. At that time, wafer demand for leading-device production will shift to 300-mm wafer, so that the rise in activity relating to next-generation devices will accelerate growth of 300-mm demand. In all, wafer demand in 2008 will regain momentum and return to double-digit growth at 11 percent. Figure 2 presents our wafer demand forecast up through Gartner Dataquest predicts that demand will record a compound average growth rate (CAGR) of 10 percent between 2002 and 2008, reaching 8,440 MSIs in July Gartner, Inc. and/or its Affiliates. All Rights Reserved. 4
5 Figure 2 Silicon Wafer Demand Forecast, Millions of Square Inches 10,000 9,000 8,000 7,000 6,000 5,000 4,000 3,000 2,000 1, Source: Gartner Dataquest (July 2003) Gartner Dataquest Perspective The latest demand outlook is somewhat improved over our earlier forecast, albeit the speed of recovery remains muted. During the second half of 2003, silicon wafer demand will enter a sustainable recovery phase moderately, fueled by device demand in the upward cycle, and will resume expansion in Unfortunately, however, this recovery scenario is by no means free from uncertainty and actual demand will undergo fluctuations, necessitating vendors to be resilient in meeting demand. Also, price trends should be watched carefully. According to the results of a survey conducted by Gartner Dataquest in the first quarter of 2003, wafer prices dropped appreciably during the past year. In particular, the average selling price (ASP) of the flagship 200-mm wafer sagged more than 10 percent. Furthermore, the next-generation 300-mm wafer, for which demand has just started ramping up, is already facing intensive price competition and creating price pressure. The latest forecast takes into account price trends and has made slight downward adjustments to the value-based figures, as compared with the previous forecast. The latest demand outlook indicates that the wafer market will achieve a CAGR of 11 percent on a value basis between 2002 and 2008, reaching $10.7 billion in Finally, regional trends are characterized by the re-emergence of Japanese device vendors, which have mostly completed their restructuring efforts after a serious slump in the recent few years and regaining strength to strike back. In 2003, Japanese companies are expected to boost capital spending by 25 percent to 30 percent over the previous year. As for 300-mm fab projects that have been delayed in comparison with other regions, Elpida, Sony and Toshiba have rolled out their construction projects, and other vendors may make similar moves soon. This is a definite plus for 10 July Gartner, Inc. and/or its Affiliates. All Rights Reserved. 5
6 wafer demand in Japan. In an addition to this positive movement, the fundamental demand for devices in cellular phones and digital consumer appliances is expected to grow in the midterm. The present outlook does not show any sign of slowing down the megatrends relating to regional distribution of wafer demand (for example, the shift of electronics production outside of Japan and a decline in Japan's share because of the rise in outsourcing ratio). Nevertheless, as the latest forecast has updated a long-term demand outlook for the Japanese market, wafer demand in Japan is expected to record a CAGR of 8 percent during the six-year period up to 2008, while demand in the Asia/Pacific CAGR is 13 percent over the period. By Takashi Ogawa This document has been published to the following Marketplace codes: SEMC-WW-DA-0097 For More Information... In North America and Latin America: In Europe, the Middle East and Africa: In Asia/Pacific: In Japan: Worldwide via gartner.com: The content herein is often based on late-breaking events whose sources are believed to be reliable. Gartner disclaims all warranties as to the accuracy, completeness or adequacy of the information. Gartner shall have no liability for errors, omissions or inadequacies in the information contained herein or for interpretations thereof. The conclusions, projections and recommendations represent Gartner's initial analysis. As a result, our positions are subject to refinements or major changes as Gartner analysts gather more information and perform further analysis. Entire contents 2003 Gartner, Inc. and/or its Affiliates. All rights reserved. Reproduction of this publication in any form without prior written permission is forbidden
Silicon Wafer Demand Forecast Update, 4Q03
Forecast Analysis Silicon Wafer Demand Forecast Update, 4Q03 Abstract: Silicon wafer demand in 2003 will register an 8 percent increase over 2002. Demand will enter an expansion phase in the second quarter
More information1Q04 Update: Silicon Demand Will Move to a Full Recovery
Gartner Dataquest Alert 1Q04 Update: Silicon Demand Will Move to a Full Recovery Our latest silicon demand forecast indicates that wafer demand in 2003 will increase 9 percent over 2002. While the forecast
More informationSilicon Wafer Demand Outlook: Forecast Update, 2Q03
Research Brief Silicon Wafer Demand Outlook: Forecast Update, 2Q03 Abstract: The latest silicon wafer demand outlook predicts about 6 percent growth in 2003, nearly the same as the previous forecast. However,
More informationUpdate: SOI Wafer Market Continues Its Growth
Gartner Dataquest Alert Update: SOI Wafer Market Continues Its Growth The results of Gartner Dataquest's latest survey of the silicon on insulator (SOI) wafer market indicate demand grew 16 percent in
More information4Q02 Update: Semiconductor Capacity Still on Hold
Research Brief 4Q02 Update: Semiconductor Capacity Still on Hold Abstract: Semiconductor capacity expansions have gone into a hold mode as soft semiconductor demand drops utilization rates lower. Further
More informationIndicators Point to Sustainable Semiconductor Market Recovery
Gartner Dataquest Alert Indicators Point to Sustainable Semiconductor Market Recovery Positive leading indicators out of Asia/Pacific and Japan, as well as improved guidance from selected U.S. and European
More informationPower Management Semiconductors: A Preliminary Look
Market Analysis Power Management Semiconductors: A Preliminary Look Abstract: As a key enabler of electronics, power management semiconductors remain fragmented. Benefit from a look into the preliminary
More information4Q03 Update: Semiconductor Capital and Equipment Spending
Forecast Analysis 4Q03 Update: Semiconductor Capital and Equipment Spending Abstract: Industry fundamentals have strengthened, but a lack of business confidence is impacting capital equipment spending.
More informationIndia: The Future Looks Promising
India: The Future Looks Promising Research Brief Abstract: India has the potential to become a globally competitive electronics equipment and semiconductor manufacturing location. By Philip Koh Recommendations
More information2014 PRODUCTION FORECASTS FOR THE GLOBAL ELECTRONICS AND INFORMATION TECHNOLOGY INDUSTRIES
PRODUCTION FORECASTS FOR THE GLOBAL ELECTRONICS AND INFORMATION TECHNOLOGY INDUSTRIES December 24, JAPAN ELECTRONICS AND INFORMATION TECHNOLOGY INDUSTRIES ASSOCIATION FOREWORD For the Japanese economy,
More informationSEMICONDUCTOR INDUSTRY ASSOCIATION FACTBOOK
Factbook 2014 SEMICONDUCTOR INDUSTRY ASSOCIATION FACTBOOK INTRODUCTION The data included in the 2014 SIA Factbook helps demonstrate the strength and promise of the U.S. semiconductor industry and why it
More information2010 IRI Annual Meeting R&D in Transition
2010 IRI Annual Meeting R&D in Transition U.S. Semiconductor R&D in Transition Dr. Peter J. Zdebel Senior VP and CTO ON Semiconductor May 4, 2010 Some Semiconductor Industry Facts Founded in the U.S. approximately
More informationSilicon Valley Venture Capital Survey Second Quarter 2018
fenwick & west Silicon Valley Venture Capital Survey Second Quarter 2018 Full Analysis Silicon Valley Venture Capital Survey Second Quarter 2018 fenwick & west Full Analysis Cynthia Clarfield Hess, Mark
More informationFlip-Chip Bumping Services: Driving Value-Added Businesses
Research Brief Flip-Chip Bumping Services: Driving Value-Added Businesses Abstract: Wafer-bumping services are diversifying their forms with the evolution of flip-chip packaging technology. By Masao Kuniba
More informationCOM C. Rozwell
C. Rozwell Research Note 6 October 2003 Commentary Technologies That Ease Pharmaceutical Industry Disruption Several disruptive forces are altering the life science business model. Enterprises must select
More informationJanuary 2018 Industrial Production
Japan's Economy 28 February 2018 (No. of pages: 6) Japanese report: 28 Feb 2018 January 2018 Industrial Production Jan-Mar period expected to see lull in production growth trend Economic Research Dept.
More information2013 venture capital trends summary
213 venture capital trends summary Prepared by: Hitesh Kothari, Director, McGladrey LLP hitesh.kothari@mcgladrey.com August 213 Fundraising by venture capital funds In the first half of 213, 88 venture
More informationIsrael Venture Capital Investments Report Q3 2017
Israel Venture Capital Investments Report Q3 2017 NOVEMBER 2017 Summary of Israeli Venture Capital Raising Q3/2017 +14% from Q2/2017 Israeli high-tech capital raising summed up to $1.44B @ ALL RIGHTS RESERVED.
More informationSilicon Valley Venture Capital Survey Third Quarter 2017
fenwick & west Silicon Valley Venture Capital Survey Third Quarter 2017 Full Analysis Silicon Valley Venture Capital Survey Third Quarter 2017 fenwick & west Full Analysis Cynthia Clarfield Hess, Mark
More informationGlobal Image Sensor Market with Focus on Automotive CMOS Sensors: Industry Analysis & Outlook ( )
Industry Research by Koncept Analytics Global Image Sensor Market with Focus on Automotive CMOS Sensors: Industry Analysis & Outlook ----------------------------------------- (2017-2021) October 2017 Global
More informationASML Market dynamics. Dave Chavoustie EVP Sales Analyst Day, September 30, 2004
ASML Market dynamics Dave Chavoustie EVP Sales Analyst Day, September 30, 2004 Agenda! Market Overview! Growth Opportunities! 300mm Market! Asia Overview / Slide 2 ASML Unit Market Share Trend 60% 12 &
More informationMilitary Robotics - Emerging Trends and Future Outlook. Reference code: DF4580PR Published: July 2015 Single user price: US$1950
Military Robotics - Emerging Trends and Future Outlook Reference code: DF4580PR Published: July 2015 Single user price: US$1950 1 Summary Military Robotics - Emerging Trends and Future Outlook is a report
More informationIt s Time for 300mm Prime
It s Time for 300mm Prime Iddo Hadar Managing Director, 300mm Prime Program Office SEMI Strategic Business Conference Napa Valley, California Tuesday, April 24, 2007 Safe Harbor Statement This presentation
More informationGlobal Video Game Software Market: Size, Trends & Forecasts ( ) February 2018
Global Video Game Software Market: Size, Trends & Forecasts (2018-2022) February 2018 Global Video Game Software Market: Coverage Executive Summary and Scope Introduction/Market Overview Global Market
More informationUnlocking Unexploited Opportunities in the Chinese Foundry
Research Brief Unlocking Unexploited Opportunities in the Chinese Foundry Abstract: China must overcome self-inflicted and politically instigated impediments to competitively strengthen its foundry s core
More informationGlobal Virtual Reality Market: Industry Analysis & Outlook ( )
Industry Research by Koncept Analytics Global Virtual Reality Market: Industry Analysis & Outlook ----------------------------------------- (2017-2021) October 2017 1 Executive Summary Virtual Reality
More informationEurope's Standard Shows Way Forward for Private Mobile Radio
Research Brief Europe's Standard Shows Way Forward for Private Mobile Radio Abstract: Terrestrial Trunked Radio (TETRA) was developed as a standard for the radio networks of emergency services. Improved
More informationEuropean Enterprises Should Delay a Deployment
Strategic Planning, S. Real Research Note 3 April 2003 European Enterprises Should Delay 802.11a Deployment Inconsistent regulations and an immature standard mean enterprises should not deploy 802.11a
More informationGLOBAL PRIVATE EQUITY Report Charts
GLOBAL PRIVATE EQUITY 2003 Report Charts THE WORLD VIEW Investment & Fund Raising Trends THE WORLD VIEW 2002 Main Headlines At least $102 billion of private equity and venture capital was invested globally
More informationThe Construction Market in Europe: A Supplier s Point of View
The Construction Market in Europe: A Supplier s Point of View Dr. Walter Nussbaumer Abstract After the 2009 recession and the 2010 stagnation, recovery took place in 2011 when the World Construction Industry
More informationRovio Entertainment Corporation Annual General Meeting April 9, 2019 CEO REVIEW Kati Levoranta
Rovio Entertainment Corporation Annual General Meeting April 9, 2019 CEO REVIEW Kati Levoranta TRANSLATED FROM THE FINNISH ORIGINAL Translated from the Finnish original. Finnish version prevails. Contents
More informationApril 7, Sulzer Ltd Annual General Meeting 2016 Speech Greg Poux-Guillaume, Chief Executive Officer. Dear Shareholders,
SCRIPT THE SPOKEN WORD PREVAILS April 7, 2016 Dear Shareholders, I am very pleased to welcome you to the Annual General Meeting for the first time as the new CEO of Sulzer. For me, the past few months
More informationSilicon Valley Venture Capital Survey Fourth Quarter 2018
fenwick & west Silicon Valley Venture Capital Survey Fourth Quarter 2018 First Look Silicon Valley Venture Capital Survey Fourth Quarter 2018 fenwick & west First Look Cynthia Clarfield Hess, Mark Leahy
More informationCONTACTS: Michaela Hessling Executive Director Corporate Communications Tel
Aurubis continues developing its strategy Group working on a more effective organization, an increase in productivity and a sustainable improvement in earnings Resolution for dividend payment of 1.10 per
More informationProperty right statement: Copyright of charts, tables and sentences in this report belongs to
The Vertical Portal for China Business Intelligence. Semiconductor Equipment Industry Report, 2009 Nov/2009 Property right statement: Copyright of charts, tables and sentences in this report belongs to
More informationRevisions to Annual Results Forecasts
October 23, 2001 SEGA CORPORATION Hideki Sato, Representative Director of President TSE Code: 7964 Inquire: Shoichi Yamazaki, Officer Corporate Planning Division Revisions to Annual Results Forecasts SEGA
More informationSecond Quarter CY 2012 Results. August 2, 2012
Second Quarter CY 2012 Results August 2, 2012 1 Safe Harbor Disclosure Please review our SEC filings on Form 10-K and Form 10-Q The statements contained in this presentation that are not historical facts
More information11 Video. Games. More than just a game. Summary
11 Video Games More than just a game Summary The video games market in the Netherlands rose by 23.2 percent in 2007, an improvement from the 21.6 percent rise in 2006. Except for 2005 when growth moderated
More information3 rd Annual Global Automotive Conference Goldman Sachs. London, December 8, 2011
3 rd Annual Global Automotive Conference Goldman Sachs London, December 8, 2011 1 3rd Annual Global Automotive Conference Goldman Sachs London, December 8, 2011 Outline Net sales: Sustained firm growth
More informationGlobal Robotic Surgery Market: Industry Analysis & Outlook ( )
Industry Research by Koncept Analytics Global Robotic Surgery Market: Industry Analysis & Outlook ----------------------------------------- (2017-2021) June 2017 1 Executive Summary Medical robotics is
More informationExecutive Summary World Robotics 2018 Industrial Robots
Executive Summary World Robotics 2018 Industrial Robots 13 Executive Summary World Robotics 2018 Industrial Robots Robot Sales 2017: Impressive growth In 2017, robot sales increased by 30% to 381,335 units,
More informationKKR & Co. Inc. Goldman Sachs U.S. Financial Services Conference December 4, 2018
KKR & Co. Inc. Goldman Sachs U.S. Financial Services Conference December 4, 2018 KKR Today Private Markets Public Markets Capital Markets Principal Activities $104bn AUM $91bn AUM Global Franchise $19bn
More informationStrategic analysis by fredi fernandez This report is a basic study on Activision Blizzard s strategy, with focus on Blizzard Entertainment.
Strategic analysis by fredi fernandez This report is a basic study on Activision Blizzard s strategy, with focus on Blizzard Entertainment. By fredi fernandez fredi@alphaorigins.com 1 Blizzard s mission
More informationEnergy MLP Strategy. PORTFOLIO MANAGER COMMENTARY Fourth Quarter Key Takeaways
Fourth Quarter 2017 Energy MLP Strategy Key Takeaways Michael Clarfeld, CFA Managing Director, Portfolio Manager Global crude oil demand growth is outstripping global supply growth driving inventory reductions
More information8 th Edition. Global Digital PTP Radio Market Analysis and Forecast, April 2012
Market Analysis Earl J. Lum +1-650-430-2221 elum@ejlwireless.com 8 th Edition Global Digital PTP Radio Market Analysis and Forecast, 2011-2016 April 2012 Entire contents. Reproduction of this publication
More informationSecond Quarter 2013 Results August 1, 2013
Second Quarter 203 Results August, 203 2 Safe Harbor Disclosure Please review our SEC filings on Form 0-K and Form 0-Q The statements contained in this presentation that are not historical facts are forward-looking
More informationRise and Fall of Japanese Semiconductors
Episode 20 Rise and Fall of Japanese Semiconductors We do not see other industries in which technology innovation is so intense, and market fluctuation is so drastic like semiconductors, do we? Caused
More informationSony IR Day Game & Network Services Segment. November 25, Andrew House
Sony IR Day 2014 November 25, 2014 Andrew House President and Group CEO Sony Computer Entertainment Inc. Group Executive in Charge of Network Entertainment Business Sony Corporation Agenda 1. Business
More informationUsed Semiconductor Manufacturing Equipment: Looking for Sales in All the Right Places. Study Number MA108-09
Study Number MA108-09 August 2009 Copyright Semico Research, 2009. All rights reserved. Reproduction in whole or part is prohibited without permission of Semico. The contents of this report represent
More informationIndustrial Investment in Research and Development: Trends and Prospects
MEMO/05/471 Brussels, 9 December 2005 Industrial Investment in Research and Development: Trends and Prospects The 2005 Key Figures for science, technology and innovation released last July showed EU R&D
More informationThe Evolving User Interface From Graphical UI to Environmental UI
G00138271 The Evolving User Interface From Graphical UI to Environmental UI Published: 16 March 2006 Analyst(s): David W. Cearley An examination of the future of the user interface shows that, near term,
More informationDUV. Matthew McLaren Vice President Program Management, DUV. 24 November 2014
DUV Matthew McLaren Vice President Program Management, DUV 24 Forward looking statements This document contains statements relating to certain projections and business trends that are forward-looking,
More informationCase Study: Accenture Technology Labs Drives Innovation
Vendor Analysis Case Study: Accenture Technology Labs Drives Innovation Abstract: Innovation is developing into a critical issue for the IT services industry. One way IT services companies try to drive
More informationSmall Business Landscape 2016: Cause for Cautious Optimism
Small Business Landscape 2016: Cause for Cautious Optimism Executive Summary With 90% of U.S. companies characterized as small-business enterprises and 30% of all working Americans employed at companies
More informationConference Call Q2 2013
Conference Call Düsseldorf, July 30, GEA Group Aktiengesellschaft Disclaimer Forward-looking statements are based on our current assumptions and forecasts. These statements naturally entail risks and uncertainties,
More informationCapcom Co., Ltd. (Tokyo Exchanges, First Section, 9697) 3rd Quarter Report Fiscal year ending March 31, 2016
Capcom Co., Ltd. (Tokyo Exchanges, First Section, 9697) 3rd Quarter Report Fiscal year ending March 31, 2016 0 Forward-looking Statements Strategies, plans, outlooks and other statements that are not historical
More informationVisual & Virtual Configure-Price-Quote (CPQ) Report. June 2017, Version Novus CPQ Consulting, Inc. All Rights Reserved
Visual & Virtual Configure-Price-Quote (CPQ) Report June 2017, Version 2 2017 Novus CPQ Consulting, Inc. All Rights Reserved Visual & Virtual CPQ Report As of April 2017 About this Report The use of Configure-Price-Quote
More informationDoug Dunn ASML President and Chief Executive Officer Deutsche Bank Conference London, England September 19, / Slide 1
Doug Dunn ASML President and Chief Executive Officer Deutsche Bank Conference London, England September 19, 2003 / Slide 1 Safe Harbor Safe Harbor Statement under the U.S. Private Securities Litigation
More informationTechnology and Industry Outlook Country Studies and Outlook Division (DSTI/CSO)
OECD Science, Technology and Industry Outlook 2012 Directorate for Science Technology and Industry Directorate for Science, Technology and Industry Country Studies and Outlook Division (DSTI/CSO) What
More informationInteractive Computing Devices & Applications Based on Intel RealSense Technology
TGM 2014 1 Interactive Computing Devices & Applications Based on Intel RealSense Technology File Download: Go to www.walkermobile.com, Published Material tab, find v1.0 2 Introducing Geoff Walker Senior
More informationGlobal Printing and Writing Paper Market: Trends & Opportunities[ ]
Global Printing and Writing Paper Market: Trends & Opportunities[2012-17] Scope of the Report The report titled Global Printing and Writing Paper Market : Trends & Opportunities (2012-2017) offers an in-depth
More informationUSG CORPORATION + U.S. CHAMBER OF COMMERCE. Q4 Commercial. Construction Index. powered by
D Q4 Commercial USG CORPORATION + U.S. CHAMBER OF COMMERCE 2018 Construction Index powered by THE USG CORPORATION + U.S. CHAMBER OF COMMERCE COMMERCIAL CONSTRUCTION INDEX Throughout 2018, USG Corporation
More informationFirst Quarter 2013 Results May 8, 2013
First Quarter 2013 Results May 8, 2013 Safe Harbor Disclosure Please review our SEC filings on Form 10-K and Form 10-Q The statements contained in this presentation that are not historical facts are forward-looking
More informationThe Treadmill Speeds Up.
The Treadmill Speeds Up. March 7, 2016 Brian Hamm 1. Notes and Disclaimers 2. Recent History of Canadian Upstream Production 3. Historical Decline Rates How Fast was the Treadmill Spinning? 4. Forecasting
More informationDNB s oil and offshore conference. Idar Eikrem, CFO
DNB s oil and offshore conference Idar Eikrem, CFO Well positioned for future market opportunities 1) Leading contractor within proven track record 2) Competitive position strengthened a) Delivering projects
More informationCapcom Co., Ltd. (Tokyo Stock Exchange, First Section, 9697) Financial Highlights for the Fiscal Year ended March 31, 2016
Capcom Co., Ltd. (Tokyo Stock Exchange, First Section, 9697) Financial Highlights for the Fiscal Year ended March 31, 2016 0 0 Forward-looking Statements Strategies, plans, outlooks and other statements
More informationGlobal Flat Glass Market Report
Global Flat Glass Market Report --------------------------------------------------- 2013 Executive Summary Glass is a non-crystalline solid but brittle material, chiefly made up of about 75% silica (SiO2),
More informationTrends in Terms of Venture Financings In Silicon Valley (Second Quarter 2011)
Trends in Terms of Venture Financings In Silicon Valley (Second Quarter 2011) Background We analyzed the terms of venture financings for 117 companies headquartered in Silicon Valley that reported raising
More informationSemiconductor Industry Insights 1990
Semiconductor Industry Insights 199 A Strategic Outlook Series Report from Dataquest, Michael A. R)rd, and William P. Hesley Semiconductor Industry Insights 199 Prepared in cooperation with Dataquest Incorporated
More informationOffshore Trends Deep Pockets, Deepwater. Presented by: Mark Peters Group Publisher
Offshore Trends Deep Pockets, Deepwater Presented by: Mark Peters Group Publisher January 24, 2013 1 Factors Shaping Energy Expansion for the Next Decade: Peak Oil Climate Change Energy Nationalism Growth
More informationIn this issue: Current Market Dynamics and Future Growth Trends for Smart Water Metering in the United States
Issue 52 September 12, 2012 In this issue: Current Market Dynamics and Future Growth Trends for Smart Water Metering in the United States By Eric Meliton Frost & Sullivan Current Market Dynamics and Future
More informationAdvancing Industry Productivity
Advancing Industry Productivity Iddo Hadar Joint Productivity Working Group Session Austin, Texas Thursday, October 12, 2006 F O U N D A T I O N E N G I N E E R I N G G R O U P Safe Harbor Statement This
More informationExecutive Summary 11. Estimated worldwide annual shipments of industrial robots
Executive Summary 11 Executive Summary 1. World Robotics 2014 Industrial Robots 2. World Robotics 2014 Service Robots 1. World Robotics 2014 Industrial Robots 2013: The highest number of industrial robots
More informationMoving Ahead. Third-quarter Technology venture capital investment increased 33 percent yearover-year. percent quarter-over-quarter.
Moving Ahead Third-quarter Technology venture capital investment increased 33 percent yearover-year but decreased 6 percent quarter-over-quarter October 2 PwC US venture capital funding for the Technology
More informationSilicon Valley Venture Capital Survey Third Quarter 2017
fenwick & west Silicon Valley Venture Capital Survey Third Quarter 2017 First Look Silicon Valley Venture Capital Survey Third Quarter 2017 fenwick & west First Look Cynthia Clarfield Hess, Mark Leahy
More informationTHE DEVIL S ADVOCATE REPORT
Editorial Content Murray Stahl, Horizon Research Group, 55 Liberty Street, Suite 13C, New York, NY 10005 (212) 233-0100 May 3, 2002 Studies in Absurdity REFLECTIONS ON ELECTRONIC ARTS, INC. AN UPDATE OF
More informationResults Presentation 2017 Second Quarter and Interim Results. 30 Aug, 2017
Results Presentation 2017 Second Quarter and Interim Results 30 Aug, 2017 Disclaimer This presentation is prepared by NetDragon Websoft Holdings Limited (the Company ) solely for information purposes and
More informationDevelopments and Outlook for Wood Pulp Production in Asia and the World
Developments and Outlook for Wood Pulp Production in Asia and the World IWRTC Da Nang, Vietnam February 2017 Kurt Schaefer Vice President, Fiber Brief CV VP Fiber (World Pulp and Recovered Paper) 20+ years
More informationElectronic Material Systems
Electronic Material Systems Barry Russell Operating Vice President 1 Safe Harbor Statement Today s presentations may contain forward-looking statements within the meaning of the Private Securities Litigation
More informationFit for the future 17th Annual Global CEO Survey
www.pwc.com/ceosurvey Fit for the future 17th Annual Global CEO Survey Key findings in the asset management industry February 2014 Contents Page Sector snapshot 3 Confidence in growth 7 Preparing for a
More informationWRITTEN SUBMISSION OF GE CAPITAL TO THE FINANCIAL CRISIS INQUIRY COMMISSION
WRITTEN SUBMISSION OF GE CAPITAL TO THE FINANCIAL CRISIS INQUIRY COMMISSION MICHAEL A. NEAL CHAIRMAN AND CEO OF GE CAPITAL AND VICE CHAIRMAN OF GE May 6, 2010 Chairman Angelides, Vice-Chairman Thomas,
More informationWhy is US Productivity Growth So Slow? Possible Explanations Possible Policy Responses
Why is US Productivity Growth So Slow? Possible Explanations Possible Policy Responses Presentation to Nomura Foundation Conference Martin Neil Baily and Nicholas Montalbano What is productivity and why
More informationCapcom Co., Ltd. (Tokyo Stock Exchange, First Section, 9697) Overview of Strategies and Plans Fiscal Year ending March 31, 2019
Capcom Co., Ltd. (Tokyo Stock Exchange, First Section, 9697) Overview of Strategies and Plans Fiscal Year ending March 31, 2019 0 0 Forward-looking Statements Strategies, plans, outlooks and other statements
More informationThird Quarter CY 2012 Results
Third Quarter CY 2012 Results November 7, 2012 2012 Activision Blizzard 1 Safe Harbor Disclosure Please review our SEC filings on Form 10-K and Form 10-Q The statements contained in this presentation that
More informationThe mobile gaming market. Rise of the smart phone. Dual market The year of gaming. Revenues. smartphone sales. top apps
Tech Guide 1 Contents 02 03 04 05 06 08 09 10 12 The mobile gaming market Rise of the smart phone Dual market 2015 The year of gaming Revenues Re-entrants and new entrants smartphone sales the top 20 publishers
More informationCapcom Co., Ltd. (Tokyo Stock Exchange, First Section, 9697) 3rd Quarter Report Fiscal year ending March 31, 2018
Capcom Co., Ltd. (Tokyo Stock Exchange, First Section, 9697) 3rd Quarter Report Fiscal year ending March 31, 2018 0 Forward-looking Statements Strategies, plans, outlooks and other statements that are
More information2017 R&D Trends Forecast Results from the Industrial Research Institute s Annual Survey
FEATURE ARTICLE 2017 R&D Trends Forecast Results from the Industrial Research Institute s Annual Survey Slowing economies slow R&D investments and mute optimism. The Industrial Research Institute The Industrial
More informationExecutive Summary and Table of Contents
UK UPSTREAM OIL & GAS SECTOR REPORT 2012/13 Executive Summary and Table of Contents Focused, cutting edge information on the UK Upstream oil and gas industry. Providing detailed and robust analysis of
More informationCapcom Co., Ltd. (Tokyo Stock Exchange, First Section, 9697) 3rd Quarter Report Fiscal year ending March 31, 2019
Capcom Co., Ltd. (Tokyo Stock Exchange, First Section, 9697) 3rd Quarter Report Fiscal year ending March 31, 2019 0 Contents page 1. Forecasts for FY3/19 2 2. Financial Highlights 3 3. Business Segment
More informationCapcom Co., Ltd. (Tokyo Stock Exchange, First Section, 9697) Financial Highlights for the Fiscal Year ended March 31, 2018
Capcom Co., Ltd. (Tokyo Stock Exchange, First Section, 9697) Financial Highlights for the Fiscal Year ended March 31, 2018 0 0 Forward-looking Statements Strategies, plans, outlooks and other statements
More information2 nd Quarter Earnings Conference Call
2 nd Quarter Earnings Conference Call KKR & Co. Inc. Investor Update July 26, 2018 Recent Milestones K-1 $ Converted to a Corporation on July 1, 2018 Investor Day held on July 9, 2018 2 Key Metrics Assets
More informationTHE ECONOMIC OUTLOOK FOR THE U.S. AND THE CONSTRUCTION INDUSTRY
THE ECONOMIC OUTLOOK FOR THE U.S. AND THE CONSTRUCTION INDUSTRY by William F. Ford, Ph.D. Weatherford Chair of Finance Middle Tennessee State University presented to The Roofing Industry Alliance for Progress
More information4 th Quarter Earnings Conference Call
4 th Quarter Earnings Conference Call KKR & Co. Inc. Investor Update February 1, 2019 Key Metrics Assets Under Management Management Fees ($ in billions) ($ in millions) $195 $1,069 $168 $905 $100 $107
More information4 th Quarter Earnings Conference Call
4 th Quarter Earnings Conference Call KKR & Co. L.P. Investor Update February 9, 2017 Healthy Level of New Capital Raised Year-Over-Year Capital Inflows Driving Asset Growth ($ in billions) $92 +11% $101
More informationCorporate Mind 2016 Corporate Responsibility Report
Corporate Mind 2016 Corporate Responsibility Report Promega uses an image of an animal cell to represent corporate organization because the cell represents non-hierarchical, interdependent structure. Corporate
More informationApril By Type of Approach- Transfemoral and Transapical. By Region- North America, Europe, APAC and RoW
Global Transcatheter Aortic Valve Replacement (TAVR) Market: Analysis By Type of Approach (Transfemoral and Transapical), By Region, By Country: Opportunities and Forecast (2017-2022) By Type of Approach-
More informationW ith development risk fully borne by the equipment industry and a two-year delay in the main
Page 1 of 5 Economic Challenges and Opportunities in the 300 mm Transition Iddo Hadar, Jaim Nulman, Kunio Achiwa, and Oded Turbahn, Applied Materials Inc. -- 10/1/1998 Semiconductor International W ith
More informationPÖYRY INSIGHT. World Paper Markets up to 2030
PÖYRY INSIGHT World Paper Markets up to 2030 Paper market outlook through 2030 Since the early-1980s, Pöyry has published global, long-term paper market forecasts regularly. Our new outlook is the 12th
More informationACTIVISION BLIZZARD ANNOUNCES BETTER-THAN-EXPECTED SECOND QUARTER 2011 FINANCIAL RESULTS
Contacts: Kristin Southey SVP, Investor Relations (310) 255-2635 ksouthey@activision.com Maryanne Lataif SVP, Corporate Communications (310) 255-2704 mlataif@activision.com FOR IMMEDIATE RELEASE ACTIVISION
More informationThe ICT industry as driver for competition, investment, growth and jobs if we make the right choices
SPEECH/06/127 Viviane Reding Member of the European Commission responsible for Information Society and Media The ICT industry as driver for competition, investment, growth and jobs if we make the right
More information