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Market research firm Gartner released the latest semiconductor equipment market forecasts Kaleb McGary Black Jersey , in 2010 more than doubled, reaching 122%, but the 2011 and 2012, respectively, increased by only 10% and 7.4%, the speed slowed down significantly.

However, some companies even more pessimistic view, such as Barclays CJ Muse Chris Lindstrom Black Jersey , its view of equipment in 2011, up 20% from the original, down to down 10%, the contrast between great people to panic. And 2011 the global semiconductor equipment will again fall to 250 million. Its reason is the prospect of global economic uncertainty, the technology supply chain, lack of market demand, especially memory and OEM markets weakened. Muse believes that the future situation with the previous industry has experienced a very similar situation, such as the 2004-2006 cycle Takkarist McKinley Black Jersey , in 2004, after growth of 60%, followed in 2005 and 2006 has a flat 19% increase.

Using a simple calculation, Muse calculated before the Road for the manufacturing equipment (WFE) Q3 2010 orders for the 260-340 billion dollars, which means the order in 2011 WFE soon reach the peak, starting from Q4 2010, Q1 2011 will be particularly continued to decline.

Muse highlighted one thing, the report by the SICAS data from the market demand Calvin Ridley Black Jersey , macro view, the first half of 2010, only a small amount of capacity increase, 0,3%, while production in 2009 declined by 11% reflect the current production capacity is far from being restored to the level before 2009. In addition, SICAS also proposed, advanced process capacity only increased by nearly 500kwspm (500 000 per month) Julio Jones Black Jersey , so there is no spare capacity, especially in size by more and more difficult (ie, immersion lithography equipment delivery delivery delay), which means that the increased investment will continue into 2012. Muse that the key to promoting the growth of this wave of NAND, and DRAM prices fall as market demand, and smart phones and iPad fluctuation on the growth of demand, but to promote the foundry business growth.