SAN JOSE, Calif. -- ASML Holding NV extended its market share lead over Nikon Corp. and Canon Inc. in lithography for 2009, according to a report from Barclays Capital, which cited Gartner Inc. as its source.
In terms of unit shipments in 2009, ASML had a 51 percent share of the lithography market, followed by Nikon (39 percent) and Canon (9 percent), according to the report. In 2008, ASML had 43 percent, Nikon had 29 percent and Canon had 28 percent, the report said.
''The clear takeaway in the lithography segment is that the dramatic shift in 2009 spending to nearly exclusive
technology buys resulted in a dramatic mixshift in lithography unit shipments towards immersion (37 percent of 2009 units verses 22 percent in 2008) as well as significant market share gains by ASML and Nikon, at the expense of Canon (unit share dropped from 28 percent in 2008 to 9 percent in 2009),'' said C.J. Muse, an analyst with the Barclays, in the report.
''What is interesting is that despite the ramp in immersion shipments, and their significantly higher ASPs, total lithography revenues as a percentage of WFE (wafer front-end equipment) declined to (about) 19 percent in 2009 from (about) 22 percent in 2008,'' Muse said.
''This highlights the fact that chipmakers skimped on other litho purchases in order to afford initial immersion investments, and contradicts the thesis out there that lithography's portion of WFE is rising to
unsustainable levels,'' he added.