Semiconductor Solar cell market

Semiconductor Solar cell market

According to Taiwan's Commercial Times reported, the world's largest semiconductor equipment maker Applied Materials CEO Mike Splinter 28 in Japan in the 2008 World Conference, said the operator, by this wave of global financial turmoil, the semiconductor market boom in the next few quarters are difficult to see the response, fear of the semiconductor market in 2009 will continue to slump until 2010, the new technology into the market, only to see signs of recovery. In addition, Mike Splinter optimistic about the solar cell market, and that green energy will create new industries.

Semiconductor market by the global financial turmoil, domestic and international semiconductor companies to begin next year bearish sentiment, which Applied Materials CEO Mike Splinter first to comment on next year's market conditions. He said that in the U.S. subprime mortgage and financial turmoil, the semiconductor market economy does poorly, and in the next few quarters are difficult to see the response, and the current slowdown will continue into 2009, the equipment market will be affected.

In fact, the recent DRAM and NAND prices fell, leading to memory manufacturers have slashed capital expenditure of more than 5 percent next year, as foundry or IDM plant capacity utilization fell, the same start next year under the revised capital expenditure by about 20% to 30% range. Japanese DRAM maker Elpida CEO Yukio, attended the meeting in Japan pointed out ISSM 2008, DRAM will have to wait until the second half next year better then the rest of the market may be only 2 to 3 family business who survived.

Mike Splinter said in 2009, the semiconductor market in the doldrums, now appears to wait until after 2010, the industry began to import new technologies or products, such as solid-state disk (SSD) will drive the demand for high-capacity NAND, or a foundry to increase by 65 and advanced 45-nanometer production process, began to increase procurement of new equipment, when the economy will begin to enter the recovery phase.

Mike Splinter, although bearish next year, semiconductors, solar cells, but very optimistic about the market's growth potential. He said that in the next 5 to 8 years, the cost of solar power will be lower than conventional thermal power, and in support of Governments, the solar cell market will grow 20% per year, and the green energy business opportunity will create new industries, which also is the most growing industries in the future.

Applied Materials has invested heavily last year to begin the layout of polycrystalline silicon and thin film solar cell equipment market, so this year, and the panel of semiconductor equipment orders as expected, but full of solar equipment orders, Applied Materials, operating performance is not bad, Mike Splinter had a recent interview with foreign media access said that this year the solar energy industry accounts for about 10% of revenue to be material, have a chance next year, the proportion of 25%.

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