According to CINNO Research statistics, the total revenue of the global semiconductor equipment manufacturer market in the third quarter of 2023 exceeded 25 billion US dollars, a year-on-year decrease of 9% and a month on month increase of 3%.
In the third quarter, Dutch company ASML's revenue was approximately 7.1 billion US dollars, surpassing American company Applied Materials (AMAT) for three consecutive quarters, ranking Top1; American company Applied Materials (AMAT) has a revenue of approximately 6.3 billion US dollars, ranking second; American company LAM has returned to third place in its ranking; Japanese company Tokyo Electric (TEL) fell out of the top three and ranked fourth; American company KLA ranks fifth steadily; In terms of revenue, the combined revenue of the semiconductor business of the top five equipment manufacturers in the third quarter has exceeded 22 billion US dollars, accounting for 88% of the total revenue of the Top 10.
The top six to ten are Japanese company Screen, Dutch company ASM International (ASMI), Japanese company Advantest, Japanese company Disco, and American company Teradyne.
From a regional perspective, the top 10 companies are divided among the Netherlands, the United States, and Japan.
The specific rankings are as follows:
Q3'23 Global Semiconductor Equipment Manufacturer Market Size Ranking Top10
Top 1 ASML - Netherlands
The world's largest lithography equipment manufacturer, and also the only EUV lithography equipment manufacturer in the world that can provide advanced processes of 7nm and below. Q3'23 semiconductor business revenue increased by 24.4% year-on-year. In 2022, ASML was mainly due to Fast shipment, which required customers to complete factory validation to confirm revenue. The delay in revenue growth began in 2023.
Top 2 Applied Materials (AMAT) - USA
The world's largest semiconductor equipment manufacturer and the industry's "semiconductor equipment supermarket", the semiconductor business can almost cover the entire semiconductor process. Semiconductor products include thin film deposition (CVD, PVD, etc.), ion implantation, etching, rapid heat treatment, chemical mechanical leveling (CMP), measurement and testing equipment. Q3'23 semiconductor business revenue decreased by 1.9% year-on-year.
Top 3 Lam - United States
Fanlin, also known as Ram Research, specializes in etching equipment, thin film deposition equipment, and cleaning equipment for semiconductor manufacturing. Q3'23 semiconductor business revenue decreased by 31.4% year-on-year.
Top 4 Tokyo Electric (TEL) - Japan
The largest semiconductor equipment manufacturer in Japan, specializing in semiconductor and flat panel display manufacturing equipment. Semiconductor products include coating and imaging equipment, heat treatment equipment, dry etching equipment, chemical vapor deposition equipment, wet cleaning equipment, and testing equipment. Q3'23 semiconductor business revenue decreased by 37.4% year-on-year.
Top 5 KLA - United States
The absolute leading enterprise in semiconductor process testing and measurement equipment, with semiconductor products including defect detection, film thickness measurement, CD measurement, alignment accuracy measurement and other measurement and testing equipment. Q3'23 semiconductor business revenue decreased by 10.5% year-on-year.
Top 6 Screen - Japan
Our main business includes semiconductor, flat panel display, and printed circuit board manufacturing equipment. Semiconductor products include etching, adhesive development, and cleaning equipment. Q3'23 semiconductor business revenue increased by 13.8% year-on-year.
Top 7 ASM International (ASMI) - Netherlands
Our main business includes semiconductor front-end deposition equipment, and our products include thin film deposition and diffusion oxidation equipment. Q3'23 semiconductor business revenue increased by 9.9% year-on-year.
Top 8 Advantest - Japan
Our main business is semiconductor testing and electromechanical integration system testing systems and related equipment. Our semiconductor products include back-end testing machines and sorting machines. Q3'23 semiconductor business revenue decreased by 17.1% year-on-year.
Top 9 Disco - Japan
A leading global wafer cutting equipment manufacturer, specializing in various precision cutting, grinding, and polishing equipment for semiconductor processes. Q3'23 semiconductor business revenue decreased by 8.3% year-on-year.
Top 10 Teradyne - USA
The main business can be divided into semiconductor testing, system testing, wireless testing, and industrial automation, among which semiconductor testing includes wafer level testing and device packaging testing. Q3'23 semiconductor business revenue decreased by 13.5% year-on-year.
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