Applied Materials Inc (AMAT) |
|
Applied Materials Inc's Comment on Competitors and Industry Peers
The industries in which Applied operates are highly competitive and characterized
by rapid technological change. Applied’s ability to compete generally depends
on its ability to timely commercialize its technology, continually improve its
products, and develop new products that meet constantly evolving customer requirements.
Significant competitive factors include technical capability and differentiation,
productivity, cost-effectiveness and the ability to support a global customer
base. The importance of these factors varies according to customers’ needs,
including product mix and respective product requirements, applications, and the
timing and circumstances of purchasing decisions. Substantial competition exists
in all areas of Applied’s business. Competitors range from small companies
that compete in a single region, which may benefit from policies and regulations
that favor domestic companies, to global, diversified companies. Applied’s
ability to compete requires a high level of investment in RD&E, marketing
and sales, and global customer support activities. Management believes that many
of Applied’s products have strong competitive positions.
The competitive environment for each segment is described below.
The semiconductor industry has been increasingly driven by consumer demand for
lower-cost electronic products with increased capability, particularly mobility
devices such as smartphones and tablets. As a result, products within the Silicon
Systems Group segment are subject to significant changes in customer requirements,
including transitions to smaller dimensions, new materials and an increasing
number of applications. While certain existing technologies may be adapted to
new requirements, some applications create the need for an entirely different
technological approach. The rapid pace of technological change can quickly diminish
the value of current technologies and products and create opportunities for
existing and new competitors. Applied offers a variety of technologically-differentiated
products that must continuously evolve to satisfy customers’ requirements
in order to compete effectively in the marketplace. Applied allocates resources
among its numerous product offerings and therefore may decide not to invest
in an individual product to the same degree as competitors who specialize in
fewer products. There are a number of competitors serving the semiconductor
manufacturing equipment industry, with some offering a single product line and
others offering multiple product lines. These competitors range from suppliers
serving a single region to global, diversified companies.
Products and services within the Applied Global Services segment complement
the Silicon Systems Group, Display, and Energy and Environmental Solutions segments’
products, in markets that are characterized by demanding worldwide service requirements
and a diverse group of numerous competitors. To compete effectively, Applied
offers products and services to improve tool performance, lower overall cost
of ownership, and increase the productivity and energy efficiency of customers’
fab operations. Significant competitive factors include productivity, cost-effectiveness,
and the level of technical service and support. The importance of these factors
varies according to customers’ needs and the type of products or services
offered. Industry conditions that affected Applied Global Services’ sales
of spares and services were principally semiconductor manufacturers' wafer starts
and factory utilization rates.
Products in the Display segment are generally subject to strong competition
from a number of major competitors primarily in Asia. Applied holds established
market positions with its technically-differentiated LCD and OLED manufacturing
solutions for PECVD, color filter PVD, PVD array, PVD touch panel, and TFT array
testing, although its market position could change quickly due to customers'
evolving requirements. The competitive environment for the Display segment in
fiscal 2014 was characterized by an increase in demand for TV manufacturing
equipment, particularly in China, and continued demand for equipment to manufacture
displays for high-end mobile devices. Demand for larger LCD TVs continues to
drive investment in display equipment, although the TV manufacturing sector
remains susceptible to cyclical conditions. Important factors affecting the
competitive position of Applied's Display products include: industry trends,
Applied's ability to innovate and develop new products, and the extent to which
Applied's products are technically-differentiated, as well as which customers
within a highly concentrated customer base are making capital equipment investments
and Applied's existing position at these customers.
Applied's products within the Energy and Environmental Solutions segment compete
in several diverse market areas, including the c-Si solar equipment market.
The solar equipment market has been characterized by significant pressure to
reduce customers' overall production costs and improve performance. In fiscal
2014, the solar end-market demand continued to be robust, as the industry further
reduced manufacturing costs, enabling PV-generated electricity to reach parity
with retail electricity rates in an increasing number of areas around the world.
However, investment levels in capital equipment remained low, with spending
focused on upgrades and improving conversion efficiencies as global solar PV
production capacity exceeds end-demand, and the rationalization of capacity
will be an important factor in determining when supply and demand comes back
into balance. Adding to market uncertainty are international trade actions that
have resulted in the imposition of some import sanctions, with others still
under consideration. With respect to its c-Si equipment products, Applied competes
with a number of other companies, some of which have significant experience
with solar applications and some of which are new entrants to the solar equipment
market. The solar industry downturn has affected many of Applied's competitors
and customers adversely, with some companies going through extensive financial
and organizational restructuring, and in some instances ceasing operations.
Overall company Market Share Q3 2022 |
Company's competitiveness improved within Overall company, with revenue growth of 10.22 % and its market share increased to approx. 11.44 %.
<< More on AMAT Market Share.
|
|
|
*Market share is calculated based on total revenue.
Who are Applied Materials Inc's Competitors?
Lam Research Corporation Share Performance
+6.63%
Over The Past 5 Days
|
Lam Research Corporation
Profile
We design, manufacture, market, refurbish, and service semiconductor processing equipment used in the fabrication of integrated circuits. Semiconductor wafers are subjected to a complex series of process and preparation steps that result in the simultaneous creation of many individual integrated circuits. Our products are used by every major semiconductor device manufacturer for their leading edge devices.
More about Lam Research Corporation's Market Share
|
Kla Corporation Share Performance
+2.77%
Today
|
Kla Corporation
Profile
KLA-Tencor Corporation (“KLA-Tencor”) is the world’s leading supplier of process
control and yield management solutions for the semiconductor and related microelectronics
industries. Our comprehensive portfolio of products, software, analysis, services
and expertise is designed to help integrated circuit (“IC”) manufacturers manage
yield throughout the entire fabrication process—from research and development
to final mass-production yield analysis.
More about Kla Corporation's Market Share
|
Axcelis Technologies Inc Share Performance
+2.41%
Today
|
Axcelis Technologies Inc
Profile
Axcelis Technologies, Inc. (designs, manufactures and services ion implantation
and other processing equipment used in the fabrication of semiconductor chips.
We believe that our Purion family of products are the most innovative implanters
available on the market today. We sell to leading semiconductor chip manufacturers
worldwide. In addition to equipment, we provide extensive aftermarket lifecycle
products and services, including used tools, spare parts, equipment upgrades,
maintenance services and customer training.
More about Axcelis Technologies Inc's Market Share
|
3m Company Share Performance
-4.55%
This Year
|
3m Company
Profile
3M is a diversified technology company with a global presence in the following
markets: health care; industrial; display and graphics; consumer and office; safety,
security and protection services; electronics, telecommunications and electrical;
and transportation. 3M is a global enterprise characterized by substantial intercompany
cooperation in research, manufacturing and marketing of products.
More about 3m Company's Market Share
|
Corning Inc Share Performance
+0.49%
Today
|
Corning Inc
Profile
Corning traces its origins to a glass business established in 1851. The present
corporation was incorporated in the State of New York in December 1936, and its
name was changed from Corning Glass Works to Corning Incorporated on April 28,
1989.
Corning is a global, technology-based corporation that operates in two reportable
business segments: Telecommunications and Technologies.
More about Corning Inc's Market Share
|
Dupont De Nemours Inc Share Performance
+12.97%
This Year
|
Dupont De Nemours Inc
Profile
DuPont was founded in 1802 and was incorporated in Delaware in 1915. DuPont is
a world leader in science and technology in a range of disciplines, including
high-performance materials, synthetic fibers, electronics, specialty chemicals,
agriculture and biotechnology. The company operates globally, manufacturing a
wide range of products for distribution and sale to many different markets, including
the automotive, textile, construction, agricultural, medical, packaging, electronics,
and the nutrition and health markets.
More about Dupont De Nemours Inc 's Market Share
|
Dow Inc Share Performance
+18.55%
This Year
|
Dow Inc
Profile
The Dow Chemical Company was incorporated in 1947 under Delaware law and is the
successor to a Michigan corporation, of the same name, organized in 1897. On February
6, 2001, the merger of Union Carbide Corporation ("Union Carbide") with
a subsidiary of The Dow Chemical Company was completed, and Union Carbide became
a wholly owned subsidiary of Dow. The Company is engaged in the manufacture and
sale of chemicals, plastic materials, agricultural and other specialized products
and services.
More about Dow Inc 's Market Share
|
First Solar Inc Share Performance
+13.67%
This Year
|
First Solar Inc
Profile
First Solar, Inc. manufactures solar modules with an advanced thin film semiconductor
technology and provides comprehensive PV solutions that significantly reduce solar
electricity costs. By enabling clean, renewable electricity at competitive prices,
First Solar provides an economic and environmentally responsible alternative to
existing peaking fossil-fuel electric generation. First Solar PV power plants
operate with no water, air emissions or waste stream. First Solar set the benchmark
for environmentally responsible product life cycle management by introducing the
industry’s first comprehensive collection and recycling program for solar
modules. From raw material sourcing through end-of-life collection and recycling,
First Solar is focused on creating cost-effective renewable energy solutions that
protect and enhance the environment.
More about First Solar Inc 's Market Share
|
Honeywell International Inc Share Performance
+1.17%
This Quarter
|
Honeywell International Inc
Profile
Honeywell International Inc. (Honeywell) is a diversified technology and manufacturing
company, serving customers worldwide with aerospace products and services, control,
sensing and security technologies for buildings, homes and industry, automotive
products, specialty chemicals, fibers, and electronic and advanced materials.
We globally manage our business operations through strategic business units,
which have been aggregated under four reportable segments: Aerospace, Automation
and Control Solutions, Specialty Materials and Transportation Systems.
More about Honeywell International Inc's Market Share
|
Matthews International Corp Share Performance
+1.40%
Over The Past 5 Days
|
Matthews International Corp
Profile
Matthews, founded in 1850 and incorporated in Pennsylvania in 1902, is a provider
principally of brand solutions, memorialization products and industrial technologies.
Brand solutions include brand development, deployment and delivery (consisting
of brand management, printing plates and cylinders, pre-media services and imaging
services for consumer packaged goods and retail customers, merchandising display
systems, and marketing and design services). Memorialization products consist
primarily of bronze and granite memorials and other memorialization products,
caskets and cremation equipment primarily for the cemetery and funeral home industries.
Industrial technologies include marking and coding equipment and consumables,
industrial automation products and order fulfillment systems for identifying,
tracking, picking and conveying consumer and industrial products.
More about Matthews International Corp's Market Share
|
Cmc Materials Inc Share Performance
-7.20%
This Quarter
|
Cmc Materials Inc
Profile
Cabot Microelectronics Corporation, which was incorporated in the state of Delaware
in 1999, is the leading supplier of high-performance polishing slurries and second
largest supplier of polishing pads used in the manufacture of advanced integrated
circuit (IC) devices within the semiconductor industry, in a process called chemical
mechanical planarization (CMP). CMP is a polishing process used by IC device manufacturers
to planarize or flatten many of the multiple layers of material that are deposited
upon silicon wafers in the production of advanced ICs. Our products play a critical
role in the production of advanced semiconductor devices, helping to enable our
customers to produce smaller, faster and more complex IC devices with fewer defects.
Our mission is to create value by delivering high-performing and innovative solutions
that solve our customer's challenges.
More about Cmc Materials Inc 's Market Share
|
Agilent Technologies inc Share Performance
+1.60%
Over The Past 5 Days
|
Agilent Technologies inc
Profile
Agilent Technologies, Inc., incorporated in Delaware in May 1999, is a global
diversified technology company that provides enabling solutions to markets within
the communications, electronics, life sciences and chemical analysis industries.
More about Agilent Technologies inc 's Market Share
|
Atomera Incorporated Share Performance
+15.34%
Over The Past 5 Days
|
Atomera Incorporated
Profile
We are engaged in the business of developing, commercializing and licensing proprietary
processes and technologies for the $350+ billion semiconductor industry. Our lead
technology, named Mears Silicon TechnologyTM, or MST®, is a thin-film of reengineered
silicon, typically 100 to 300 angstroms (or approximately 20 to 60 silicon atomic
unit cells) thick. MST can be applied as a transistor channel enhancement to CMOS-type
transistors, the most widely used transistor type in the semiconductor industry.
MST is our proprietary and patent-protected performance enhancement technology
that we believe addresses a number of key engineering challenges facing the semiconductor
industry. We believe that by incorporating MST, transistors can be smaller, with
increased speed, reliability and energy efficiency. In addition, since MST is
an additive and low-cost technology, we believe it can be deployed on an industrial
scale, with machines commonly used in semiconductor manufacturing. We believe
that MST can be widely incorporated into the most common types of semiconductor
products, including analog, logic, optical and memory integrated circuits.
More about Atomera Incorporated's Market Share
|
Esco Technologies inc Share Performance
+16.77%
30 Days
|
Esco Technologies inc
Profile
The Registrant, ESCO Technologies Inc. (ESCO), is a producer of engineered products
and systems sold to customers worldwide, primarily for utility, industrial, aerospace
and commercial applications. ESCO conducts its business through a number of wholly-owned
direct and indirect subsidiaries. ESCO and its subsidiaries are referred to in
this Report as “the Company.”
ESCO was incorporated in Missouri in August 1990 as a wholly owned subsidiary
of Emerson Electric Co. (Emerson) to be the indirect holding company for several
Emerson subsidiaries, which were primarily in the defense business. Ownership
of the Company was spun off by Emerson to its shareholders on October 19, 1990,
through a special distribution. Since that time, through a series of acquisitions
and divestitures, the Company has shifted its primary focus from defense contracting
to the production and supply of engineered products and systems marketed to
utility, industrial, aerospace and commercial users.
The Company’s fiscal year ends September 30. Throughout this document,
unless the context indicates otherwise, references to a year (for example 2017)
refer to the Company’s fiscal year ending on September 30 of that year.
More about Esco Technologies inc 's Market Share
|
Skywater Technology Inc Share Performance
+52.56%
This Year
|
Skywater Technology Inc
Profile
We are an investor-owned, independent, pure-play technology foundry in the United States that provides advanced semiconductor research and manufacture services from our Minnesota fabrication plant and advanced packaging services from our Florida location. We leverage a strong foundation of proprietary technology in our technology as a service model to co-develop process technology IP with our customers that enables disruptive concepts through our Advanced Technology Services for diverse microelectronics (integrated circuits, or ICs) and related micro- and nanotechnology applications. In addition to specialized technology development services, our Wafer Services help customers with volume manufacture of ICs for high-growth applications.
More about Skywater Technology Inc 's Market Share
|
Amkor Technology Inc Share Performance
+39.32%
One Year
|
Amkor Technology Inc
Profile
Amkor is one of the world’s leading providers of outsourced semiconductor
packaging and test services. Amkor pioneered the outsourcing of semiconductor
packaging and test services through a predecessor corporation in 1968, and over
the years we have built a leading position by:
Designing and developing innovative packaging and test technologies;
Offering a broad portfolio of cost-effective solutions and services;
Focusing on strategic end markets that offer solid growth potential;
Cultivating long-standing relationships with our customers, which include many
of the world’s leading semiconductor companies;
Collaborating with customers, original equipment manufacturers (“OEMs”)
and equipment and material suppliers;
Developing a competitive cost structure with disciplined capital investment;
Building expertise in high-volume manufacturing processes and developing a reputation
for high quality and solid execution and
Providing a geographically diverse operating base, with research and development,
engineering support and production capabilities at various facilities in China,
Japan, Korea, Malaysia, the Philippines, Portugal and Taiwan.
More about Amkor Technology Inc 's Market Share
|
Ase Technology Holding Co Ltd Share Performance
+45.22%
This Quarter
|
Ase Technology Holding Co Ltd
Profile
ASE Technology Holding Co., Ltd. was jointly established on April 30, 2018 as a company limited by shares under the R.O.C. Company Law, by the combination of Advanced Semiconductor Engineering, Inc., which was incorporated on March 23, 1984, and Siliconware Precision Industries Co., Ltd.
More about Ase Technology Holding Co Ltd 's Market Share
|
Formfactor inc Share Performance
-30.19%
One Year
|
Formfactor inc
Profile
FormFactor, Inc., headquartered in Livermore, California, is a leading provider
of test and measurement technologies. We provide a broad range of high-performance
probe cards, analytical probes, probe stations and thermal sub-systems to both
semiconductor companies and scientific institutions. Our products provide electrical
information from a variety of semiconductor and electro-optical devices and integrated
circuits (devices) from development through production. Customers use our products
and services to lower production costs, improve yields, and enable development
of complex next generation devices.
More about Formfactor inc 's Market Share
|
Kulicke And Soffa Industries Inc Share Performance
+30.18%
This Year
|
Kulicke And Soffa Industries Inc
Profile
Kulicke and Soffa Industries, Inc. designs, manufactures and sells capital equipment
and tools used to assemble semiconductor devices, including integrated circuits
(“ICs”), high and low powered discrete devices, light-emitting diodes
(“LEDs”), and power modules. We also service, maintain, repair and
upgrade our equipment. Our customers primarily consist of semiconductor device
manufacturers, integrated device manufacturers (“IDMs”), outsourced
semiconductor assembly and test providers (“OSATs”), other electronics
manufacturers and automotive electronics suppliers.
More about Kulicke And Soffa Industries Inc 's Market Share
|
Park Aerospace Corp Share Performance
+17.05%
This Quarter
|
Park Aerospace Corp
Profile
Park Electrochemical Corp. (“Park”), through its subsidiaries (unless
the context otherwise requires, Park and its subsidiaries are hereinafter called
the “Company”), is a global advanced materials company which designs,
develops and manufactures advanced composite materials, primary and secondary
structures and assemblies and low-volume tooling for the aerospace markets and
high-technology digital and radio frequency (“RF”)/microwave printed
circuit materials principally for the telecommunications and internet infrastructure,
enterprise and military markets. Park’s core capabilities are in the areas
of polymer chemistry formulation and coating technology.
More about Park Aerospace Corp's Market Share
|
Tower Semiconductor Ltd Share Performance
+18.47%
One Year
|
Tower Semiconductor Ltd
Profile
We are a pure-play independent specialty foundry dedicated to the manufacture
of semiconductors. Typically, pure-play foundries do not offer products of their
own, but focus on producing integrated circuits, or ICs, based on the design
specifications of their customers. We manufacture semiconductors for our customers
primarily based on third party designs. We currently offer the process manufacture
geometries of 0.35, 0.50, 0.55, 0.60, 0.80-micron and above on 150-mm wafers
and 0.35, 0.18. 0.16, 0.13 and 0.11-micron on 200-mm wafers and 65 nanometer
and 45 nanometer on 300-mm wafers. We also provide design support and complementary
technical services. ICs manufactured by us are incorporated into a wide range
of products in diverse markets, including consumer electronics, personal computers,
communications, automotive, industrial and medical device products.
More about Tower Semiconductor Ltd's Market Share
|
Taiwan Semiconductor Manufacturing Company Limited Share Performance
-23.57%
One Year
|
Taiwan Semiconductor Manufacturing Company Limited
Profile
Our legal and commercial name is (Taiwan Semiconductor Manufacturing Company Limited).
We believe we are currently the world’s largest dedicated foundry in the
semiconductor industry. We were founded in 1987 as a joint venture among the R.O.C.
government and other private investors and were incorporated in the R.O.C. on
February 21, 1987. Our common shares have been listed on the Taiwan Stock Exchange
since September 5, 1994, and our ADSs have been listed on the New York Stock Exchange
since October 8, 1997.
More about Taiwan Semiconductor Manufacturing Company Limited's Market Share
|
Asml Holding Nv Share Performance
+42.77%
This Quarter
|
Asml Holding Nv
Profile
ASML is one of the world’s leading manufacturers of chip-making equipment.
Our vision is to enable affordable microelectronics that improve the quality of
life. To achieve this, our mission is to invent, develop, manufacture and service
advanced technology for high-tech lithography, metrology and software solutions
for the semiconductor industry. ASML's guiding principle is continuing Moore's
Law towards ever smaller, cheaper, more powerful and energy-efficient semiconductors.
This results in increasingly powerful and capable electronics that enable the
world to progress within a multitude of fields, including healthcare, technology,
communications, energy, mobility, and entertainment. We are a multinational company
with over 70 locations in 16 countries, headquartered in Veldhoven, the Netherlands.
More about Asml Holding Nv's Market Share
|
Pdf Solutions inc Share Performance
+39.22%
This Quarter
|
Pdf Solutions inc
Profile
We offer comprehensive data solutions that enable organizations across the semiconductor ecosystem to improve product yield and quality, as well as operational efficiency for increased profitability. Our products and services include proprietary software, professional services based on proven methodologies and delivered via third-party cloud-hosting platforms for software-as-a-service ("SaaS"), electrical measurement hardware tools, and physical intellectual property ("IP") for integrated circuit ("IC") designs. We generate revenue from two sources: Analytics and Integrated Yield Ramp. We monetize our offerings through contract fees for on-premise licenses, SaaS, and other professional services, as well as a value-based, variable fee or royalty on our historical integrated yield ramp ("IYR") engagements, which we call Gainshare.
More about Pdf Solutions inc 's Market Share
|
Globalfoundries Inc Share Performance
+6.28%
Over The Past 5 Days
|
Globalfoundries Inc
Profile
We were established in 2009 when a subsidiary of Mubadala acquired the manufacturing operations of Advanced Micro Devices, Inc. (“AMD”) in Dresden, Germany, and their fab project site in Malta, New York. Since our inception, we have grown through a combination of acquisitions, greenfield expansions and strategic partnerships.
More about Globalfoundries Inc 's Market Share
|
Wolfspeed Inc Share Performance
+23.39%
This Year
|
Wolfspeed Inc
Profile
Wolfspeed, Inc. is an innovator of wide bandgap semiconductors, focused on Silicon Carbide and gallium nitride (GaN) materials and devices for power and radio-frequency (RF) applications. Our product families include Silicon Carbide and GaN materials, power devices and RF devices, and our products are targeted for various applications such as electric vehicles, fast charging, 5G, renewable energy and storage, and aerospace and defense.
More about Wolfspeed Inc 's Market Share
|
|