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Lam Research Corporation  (LRCX)
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Lam Research's

Competitiveness


 

LRCX Sales vs. its Competitors Q4 2023



Comparing the current results to its competitors, Lam Research reported Revenue decrease in the 4 quarter 2023 year on year by -28.8 %, despite the revenue increase by the most of its competitors of 11.67 %, recorded in the same quarter.

List of LRCX Competitors

With a net margin of 25.4 % Lam Research achieved higher profitability than its competitors.

More on LRCX Profitability Comparisons



Revenue Growth Comparisons




Net Income Comparison


Lam Research CorporationNet Income in the 4 quarter 2023 fell year on year by -35.02%, slower than its competitors' income growth of 17.33 %

<<  LRCX Stock Performance Comparisons


Lam Research's Comment on Competitors and Industry Peers


The semiconductor capital equipment industry is characterized by rapid change and is highly competitive throughout the world. To compete effectively, we invest significant financial resources to continue to strengthen and enhance our product and services portfolio and to maintain customer service and support locations globally. Semiconductor manufacturers evaluate capital equipment suppliers in many areas, including, but not limited to, process performance, productivity, defect control, customer support, and overall cost of ownership, which can be affected by many factors such as equipment design, reliability, software advancements, and similar factors. Our ability to succeed in the marketplace depends upon our ability to maintain existing products and introduce product enhancements and new products that meet customer requirements on a timely basis. In addition, semiconductor manufacturers must make a substantial investment to qualify and integrate new capital equipment into semiconductor production lines. As a result, once a semiconductor manufacturer has selected a particular supplier’s equipment and qualified it for production, the manufacturer generally maintains that selection for that specific production application and technology node as long as the supplier’s products demonstrate performance to specification in the installed base. Accordingly, we may experience difficulty in selling to a given customer if that customer has qualified a competitor’s equipment. We must also continue to meet the expectations of our installed base of customers through the delivery of high-quality and cost-efficient spare parts in the presence of third-party spare parts provider competition.

We face significant competition with all of our products and services. Our primary competitors in the etch market are Tokyo Electron, Ltd. and Applied Materials, Inc. Our primary competitors in the single-wafer wet clean market are Dainippon Screen Manufacturing Co. Ltd., Semes, and Tokyo Electron, Ltd. In the tungsten CVD, PECVD, HDP-CVD, ECD and PVD markets, our primary competitor is Applied Materials, Inc. In the PECVD market, we also compete against ASM International and Wonik IPS.

Certain of our existing and potential competitors have substantially greater financial resources and larger engineering, manufacturing, marketing, and customer service and support organizations than we do. In addition, we face competition from a number of emerging companies in the industry. We expect our competitors to continue to improve the design and performance of their current products and processes and to introduce new products and processes with enhanced price/performance characteristics. If our competitors make acquisitions or enter into strategic relationships with leading semiconductor manufacturers, or other entities, covering products similar to those we sell, our ability to sell our products to those customers could be adversely affected. There can be no assurance that we will continue to compete successfully in the future.





  

Overall company Market Share Q4 2023

Overall company, revenue fell by -28.8 % and company lost market share, to approximately 8.02 %.




<<  More on LRCX Market Share.
 
*Market share is calculated based on total revenue.





Who are Lam Research Corporation's Competitors?




Applied Materials Inc
Share Performance



+28.88%
This Quarter



Applied Materials Inc
Profile

Applied Materials Inc is a global leader in the semiconductor equipment industry, providing manufacturing solutions that enable the production of advanced electronic devices. Their business model revolves around designing, manufacturing, and servicing innovative equipment and materials used in the fabrication of chips, displays, and solar panels, catering to the needs of semiconductor manufacturers worldwide.

More about Applied Materials Inc's Market Share

Market Cap. Revenues TTM Net Income TTM
$ 174,096.000 mill. $ 26,485.000 mill. $ 7,158.000 mill.


Kla Corporation
Share Performance



+20.06%
This Quarter



Kla Corporation
Profile

develops industry-leading equipment and services that enable innovation throughout the electronics industry

More about Kla Corporation's Market Share

Market Cap. Revenues TTM Net Income TTM
$ 94,951.325 mill. $ 9,671.427 mill. $ 2,706.400 mill.


Agilent Technologies inc
Share Performance



-0.92%
Over The Past 5 Days



Agilent Technologies inc
Profile

Agilent Technologies Inc. operates under a business model focused on providing innovative measurement solutions to various industries, including life sciences, diagnostics, and chemical analysis. They generate revenue through the sale of their instruments, software, and consumables, as well as offering services to support these products. Agilent also maintains strong collaborations and partnerships with key players in the industry to further expand their reach and impact.

More about Agilent Technologies inc 's Market Share

Market Cap. Revenues TTM Net Income TTM
$ 43,613.079 mill. $ 6,833.000 mill. $ 1,240.000 mill.


Amkor Technology Inc
Share Performance



-1.38%
This Year



Amkor Technology Inc
Profile

Amkor Technology Inc operates as a semiconductor packaging and test services provider, offering a wide range of advanced packaging solutions for the electronics industry. The company primarily generates revenue by assisting customers in the design, manufacturing, and testing of integrated circuits, enabling them to deliver products to market quickly and efficiently.

More about Amkor Technology Inc 's Market Share

Market Cap. Revenues TTM Net Income TTM
$ 7,777.876 mill. $ 6,502.153 mill. $ 362.131 mill.


Asml Holding Nv
Share Performance



+0.04%
Over The Past 5 Days



Asml Holding Nv
Profile

Asml Holding Nv is a semiconductor equipment manufacturer that provides lithography systems to its customers. Their business model revolves around designing, manufacturing, and servicing advanced machines used in the production of integrated circuits. They generate revenue by selling these high-tech systems to semiconductor manufacturers worldwide, enabling them to produce smaller, faster, and more powerful chips.

More about Asml Holding Nv's Market Share

Market Cap. Revenues TTM Net Income TTM
$ 382,789.330 mill. $ 30,865.432 mill. $ 8,779.680 mill.


Ase Technology Holding Co Ltd
Share Performance



+45.24%
One Year



Ase Technology Holding Co Ltd
Profile

Ase Technology Holding Co Ltd is a semiconductor manufacturing and testing company based in Taiwan. Their business model revolves around providing advanced packaging and testing solutions for semiconductor devices. They collaborate with various global customers to develop and produce integrated circuit packaging solutions, aiming to meet the diverse needs of the electronics industry.

More about Ase Technology Holding Co Ltd 's Market Share

Market Cap. Revenues TTM Net Income TTM
$ 48,832.989 mill. $ 21,831.196 mill. $ 2,102.770 mill.


Atomera Incorporated
Share Performance



-8.62%
30 Days



Atomera Incorporated
Profile

Atomera Incorporated's business model revolves around developing and licensing innovative semiconductor technologies that enhance the performance and efficiency of integrated circuits used in electronic devices. They generate revenue through the licensing of their technology to semiconductor companies, enabling them to improve their product offerings and gain a competitive advantage in the market.

More about Atomera Incorporated's Market Share

Market Cap. Revenues TTM Net Income TTM
$ 144.220 mill. $ 0.550 mill. $ -19.790 mill.


Camtek Ltd
Share Performance



+232.19%
One Year



Camtek Ltd
Profile

is a developer and manufacturer of high-end inspection and metrology equipment for the semiconductor industry

More about Camtek Ltd 's Market Share

Market Cap. Revenues TTM Net Income TTM
$ 4,305.946 mill. $ 315.375 mill. $ 78.632 mill.


Cohu Inc
Share Performance



-8.94%
This Quarter



Cohu Inc
Profile

is a leading supplier of semiconductor test and inspection handlers

More about Cohu Inc's Market Share

Market Cap. Revenues TTM Net Income TTM
$ 1,472.702 mill. $ 636.322 mill. $ 28.156 mill.


Esco Technologies inc
Share Performance



-10.27%
This Year



Esco Technologies inc
Profile

Esco Technologies Inc's business model revolves around providing products and solutions for electric, gas, and water utility customers. They focus on delivering innovative technologies and services to enhance the efficiency and reliability of infrastructure systems in these industries.

More about Esco Technologies inc 's Market Share

Market Cap. Revenues TTM Net Income TTM
$ 2,670.926 mill. $ 967.188 mill. $ 92.987 mill.


Formfactor inc
Share Performance



+47.99%
One Year



Formfactor inc
Profile

Formfactor Inc's business model involves designing, manufacturing, and selling advanced semiconductor wafer probe cards and probe stations, which are essential tools in the semiconductor testing process. Their products enable semiconductor manufacturers to test and validate their integrated circuit designs, ensuring high-quality and reliable performance.

More about Formfactor inc 's Market Share

Market Cap. Revenues TTM Net Income TTM
$ 3,404.545 mill. $ 662.580 mill. $ 82.387 mill.


Globalfoundries Inc
Share Performance



-12.43%
This Year



Globalfoundries Inc
Profile

Globalfoundries Inc is a semiconductor manufacturing company that produces integrated circuits for various industries.

More about Globalfoundries Inc 's Market Share

Market Cap. Revenues TTM Net Income TTM
$ 28,036.080 mill. $ 8,108.000 mill. $ 1,446.000 mill.


Kulicke And Soffa Industries Inc
Share Performance



-5.94%
One Year



Kulicke And Soffa Industries Inc
Profile

Kulicke and Soffa Industries Inc operates under a business model focused on manufacturing and selling semiconductor packaging and electronic assembly equipment to various industries.

More about Kulicke And Soffa Industries Inc 's Market Share

Market Cap. Revenues TTM Net Income TTM
$ 2,770.748 mill. $ 737.447 mill. $ 51.852 mill.


Onto Innovation Inc
Share Performance



+24.83%
This Year



Onto Innovation Inc
Profile

Onto Innovation Inc's business model involves providing advanced process control solutions for semiconductor manufacturing.

More about Onto Innovation Inc 's Market Share

Market Cap. Revenues TTM Net Income TTM
$ 8,915.892 mill. $ 849.748 mill. $ 157.064 mill.


Park Aerospace Corp
Share Performance



+10.80%
30 Days



Park Aerospace Corp
Profile

Park Aerospace Corp operates as a high-tech manufacturer and supplier of advanced materials for the aerospace industry. Their business model is centered around producing and supplying innovative composite materials, advanced adhesives, and other aircraft parts to major aerospace companies worldwide.

More about Park Aerospace Corp 's Market Share

Market Cap. Revenues TTM Net Income TTM
$ 327.919 mill. $ 52.329 mill. $ 9.509 mill.


Skywater Technology Inc
Share Performance



+2.52%
Over The Past 5 Days



Skywater Technology Inc
Profile

Skywater Technology Inc's business model focuses on semiconductor manufacturing and foundry services for a wide range of industries.

More about Skywater Technology Inc 's Market Share

Market Cap. Revenues TTM Net Income TTM
$ 459.983 mill. $ 286.682 mill. $ -25.093 mill.


Tower Semiconductor Ltd
Share Performance



-2.59%
30 Days



Tower Semiconductor Ltd
Profile

Tower Semiconductor Ltd is a leading global specialty foundry company that provides advanced technology and manufacturing solutions for integrated circuits (ICs) in sectors such as consumer electronics, automotive, medical, and more. The company operates on a fabless business model, partnering with customers to develop and manufacture their ICs on Tower's advanced semiconductor manufacturing platform.

More about Tower Semiconductor Ltd 's Market Share

Market Cap. Revenues TTM Net Income TTM
$ 3,623.871 mill. $ 1,677.614 mill. $ 266.471 mill.


Taiwan Semiconductor Manufacturing Company Limited
Share Performance



-1.98%
Over The Past 5 Days



Taiwan Semiconductor Manufacturing Company Limited
Profile

Taiwan Semiconductor Manufacturing Company Limited has a foundry business model, focusing on the design and manufacturing of semiconductors for fabless companies. They operate as a pure-play foundry, supplying integrated circuit (IC) wafer production services to customers worldwide. TSMC offers advanced and specialty process technologies, while their clients provide the designs for the chips they manufacture.

More about Taiwan Semiconductor Manufacturing Company Limited's Market Share

Market Cap. Revenues TTM Net Income TTM
$ 706,658.868 mill. $ 73,670.400 mill. $ 32,323.300 mill.


Wolfspeed Inc
Share Performance



-37.72%
This Year



Wolfspeed Inc
Profile

is an innovator of wide bandgap semiconductors

More about Wolfspeed Inc 's Market Share

Market Cap. Revenues TTM Net Income TTM
$ 3,382.462 mill. $ 868.600 mill. $ -620.400 mill.



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