Silicon Wafer Shipments Experience Double-Digit Growth for the Third Year


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SILICON WAFER SHIPMENTS EXPERIENCE DOUBLE-DIGIT GROWTH FOR THE THIRD YEAR IN A ROW, 2004 REVENUES INCREASE BY 26 PERCENT

SAN JOSE, Calif., February 8, 2005 – Worldwide silicon wafer area shipments increased by 22% in 2004 when compared to 2003 area shipments according to the SEMI Silicon Manufacturers Group (SMG) in its year-end analysis of the silicon wafer industry. Revenues also grew by 26 percent in 2004 compared to 2003.

Silicon wafer area shipments in 2004 totaled 6,262 million square inches (MSI), up from the 5,149 million square inches shipped during 2003. Revenues grew to $7.3 billion from $5.8 billion posted in 2003. Fourth quarter silicon area shipments declined 9% from the prior quarter though were 7% higher than the fourth quarter of 2003.

"2004 was a very robust growth year for the silicon wafer suppliers as both units and revenue grew at over 20 percent,” said Makoto Tsukada, chairman SEMI SMG and general manager of Shin-Etsu Handotai Co., Ltd. "Even though 300 mm wafer shipments were over 15 percent of the total shipments by the fourth quarter and total wafer shipments surpassed the 2000 peak, total revenues in 2004 for silicon wafers were below the 2000 level. As a result, wafer manufacturers remain cautious investing in new production capacity.”

Annual Silicon Industry Trends

Worldwide Silicon Data

2000

2001

2002

2003

2004

Area Shipments (MSI)

5,551

3,940

4,681

5,149

6,262

Revenues ($B)

7.5

5.2

5.5

5.8

7.3

Quarterly Silicon Area Shipment Trends
Silicon Shipments - Millions of Square Inches

 

Q4 2003

Q3 2004

Q4 2004

Polished

1,023

1,215

1,114

Epitaxial

313

353

314

Nonpolished

56

61

58

TOTAL

1,392

1,629

1,486

Silicon wafers are the fundamental building material for semiconductors, which in turn, are vital components of virtually all electronics goods, including computers, telecommunications products, and consumer electronics. The highly engineered thin round disks are produced in various diameters (from one inch to 12 inches) and serve as the substrate material on which most semiconductor devices or "chips" are fabricated.

All data cited in this release is inclusive of polished silicon wafers, including virgin test wafers, epitaxial silicon wafers, and non-polished silicon wafers shipped by the wafer manufacturers to the end-users.

The Silicon Manufacturers Group acts as an independent special interest group within the SEMI structure and is open to SEMI members involved in manufacturing polycrystalline silicon, monocrystalline silicon or silicon wafers (e.g., as cut, polished, epi, etc.) not including reclaimed wafers. The purpose of the group is to facilitate collective efforts on issues related to the silicon industry including the acquisition of market information and statistics about the silicon industry and the semiconductor market.

SEMI is a global industry association serving companies that develop and provide manufacturing technology, materials and services to make semiconductors, flat panel displays (FPDs), micro-electromechanical systems (MEMS) and related microelectronics. SEMI maintains offices in Austin, Beijing, Brussels, Hsinchu, Moscow, San Jose (Calif.), Seoul, Singapore, Tokyo, Shanghai and Washington, D.C. For more information, visit SEMI at www.semi.org.

ASSOCIATION CONTACTS:

Jonathan Davis/SEMI
Ph: 408.943.6937
E-mail: jdavis@semi.org

Dan Tracy/SEMI
Ph: 408.943.7987
E-mail: dtracy@semi.org