According to CINNO Research, statistics show that in 1H'22, the top 10 global listed companies' semiconductor equipment business revenue totaled $47.3 billion, a year-on-year increase of 4.2% and a month-on-month decrease of 7.6%. Looking at the top 10 semiconductor equipment business revenue rankings of global listed companies in Q2'22 alone, the total revenue reached 23.9 billion US dollars, which was basically the same as the total revenue in Q1'22.
The top 10 semiconductor equipment business revenue ranking of the global listed companies in 1H'22 is the same as the top 10 equipment manufacturers in Q1'22, with a slight change in the ranking.
The report shows that the US company Applied Materials (AMAT) 1H'22 revenue exceeded 10 billion US dollars, still ranking first, the Dutch company ASML (ASML) 1H'22 ranking by Q1'22 No. 1 Four recovered to the second place, the US company Lam Lam (LAM) remained unchanged in the third place, and the Japanese company Tokyo Electron (TEL) dropped from the second place to the fourth place in Q1'22 from the ranking of 1H'22. In terms of revenue, the revenue of the semiconductor business of the top four equipment manufacturers in the first half of 2022 has exceeded 7.6 billion US dollars.
- The exchange rate for this ranking is 1 EUR = 1.20 USD, 1 JPY = 0.009 USD in 2021, 1 EUR = 1.04 USD, 1 JPY = 0.007 USD in 2022.
- This revenue ranking is based on the revenue of the semiconductor business, excluding the revenue of other businesses such as FPD and PCB.
- Top 1 Applied Materials (AMAT) - USA: The world's largest semiconductor equipment manufacturer, the semiconductor business can run through almost the entire semiconductor process. Semiconductor products include thin film deposition (CVD, PVD, etc.), ion implantation, etching, rapid heat treatment, chemical mechanical planarization (CMP), measurement, and testing equipment. 1H'22 Semiconductor business revenue increased by 1.0% YoY and decreased by 4.8% MoM.
- Top 2 ASML - Netherlands: The world's largest lithography machine equipment manufacturer and the only EUV lithography machine equipment manufacturer in the world that can provide a 7nm advanced process. 1H'22 Semiconductor business revenue fell 5.1% YoY and 22.2% MoM. It said that revenue is expected to be delayed until 2023 due to rapid shipments but requires customers to complete factory verification to confirm revenue, so both year-on-year and month-on-month declines.
- Top 3 Lam Lam (LAM) - USA: Fanlin, also known as Ram Research, is mainly engaged in etching equipment, thin film deposition equipment, and cleaning equipment for semiconductor manufacturing. 1H'22 Semiconductor business revenue increased 8.8% YoY and 1.9% MoM.
- Top 4 Tokyo Electron (TEL) - Japan: Japan's largest semiconductor equipment manufacturer, its main business includes semiconductor and flat-panel display manufacturing equipment, and semiconductor products include coating and developing equipment, heat treatment equipment, dry etching equipment, chemical vapor deposition equipment, wet cleaning equipment, and testing equipment. 1H'22 Semiconductor business revenue fell 1.4% YoY and 12.1% MoM.
- Top 5 KLA (KLA) - USA: The absolute leader in semiconductor process inspection and measurement equipment, semiconductor products include defect inspection, film thickness measurement, CD measurement, registration accuracy measurement, and other inspection equipment. 1H'22 Semiconductor business revenue increased by 32.3% year-on-year and 7.2% month-on-month.
- Top 6 Deans (Screen) - Japan: The main business includes semiconductor, flat panel display, and printed circuit board manufacturing equipment, and semiconductor products include etching, glue development, and cleaning equipment. 1H'22 Semiconductor business revenue increased by 10.6% year on year and decreased by 11.4% month-on-month.
- Top 7 Advantest - Japan: Mainly engaged in semiconductor testing and mechatronics system testing systems and related equipment, semiconductor products include back-end testing machines and sorting machines. 1H'22 Semiconductor business revenue increased by 10.3% year-on-year and 4.1% month-on-month.
- Top 8 Hitachi High-Tech - Japan: Mainly engaged in semiconductor equipment, electron microscopes, FPD equipment, and medical analysis equipment, etc. Semiconductor products include deposition, etching, testing equipment, and packaging and placement equipment. 1H'22 Semiconductor business revenue increased by 12.7% year-on-year and 29.8% month-on-month.
- Top 9 ASM International (ASMI) - Netherlands: The main business includes deposition equipment for semiconductor front end, and its products include thin film deposition and diffusion oxidation equipment. 1H'22 Semiconductor business revenue increased by 19.3% year-on-year and 4.0% month-on-month.
- Top 10 Disco - Japan: The world's leading manufacturer of wafer cutting equipment, mainly engaged in various types of precision cutting, grinding, and polishing equipment for semiconductor manufacturing. 1H'22 Semiconductor business revenue increased by 7.0% YoY and decreased by 16.1% MoM.
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