YG PRESS NEWS – Semiconductor equipment subsystems: towards an optimistic recovery?

Product Related

While Q1 2023 experienced a significant market correction, signs of recovery are emerging just around the corner.

  • The total market size reached US$46 billion in 2022, with subsystems dominating the market share at 50%, followed by modules at 34%, and components at 16%.
  • Despite facing challenges in late 2022 and Q1-2023, suppliers have achieved remarkable growth over the past four years.
  • While the memory market has experienced a notable downturn, the specialty markets and advanced packaging segments remain healthy and, in certain cases, continue to exhibit growth.
  • Zeiss, MKS Instruments, and Edwards Vacuum hold the top three positions in terms of revenue among semiconductor subsystem companies as of 2022.

According to Yole Intelligence, part of Yole Group, in the Semiconductor Equipment Subsystems Market Monitor, the first quarter of 2023 posed significant challenges for subsystem suppliers as a result of the downturn in the WFE market and high inventory levels at OEMs. This led to a sharp decline in order intakes during Q1. Despite these difficulties, most suppliers maintained profitability, and there is an expectation of a gradual increase in orders and revenue in the upcoming quarters. This is driven by anticipation for 2024, which holds the potential for the beginning of a new multi-year growth cycle… For more information about this analysis, please contact us!

Titre du visuel

june 2021

You have to be registered to download our medias.

Usage restriction: Images may not be used against the interests of Yole Développement (Yole Group) and its entities, Yole Intelligence, or System Plus Consulting (Yole SystemPlus). For more information, please contact the Public Relations team.


Copyright : © Yole Développement, 2023

Licence : Images can be used online and for printing, without modification

Thematic(s) :

Would you want to receive our Press Releases ?

Sign in Sign up free

Do you have an account?

Sign in to your account to access your services