SAN JOSE, Calif. -- Lam Research Corp. remained the king in the overall etch equipment market in 2009, according to a report from Barclays Capital, which cited Gartner Inc. as its source.
In 2009, Lam had a 41 percent share of the overall etch market, followed by Tokyo Electron Ltd. (28 percent), Applied Materials (17 percent), Hitachi (8 percent) and others (6 percent), according to the report. In 2008, Lam had 41 percent, TEL had 28 percent, Appled had 17 percent, Hitachi had 7 percent and others had 8 percent, the report said.
''One of the takeaways from the etch market figures is that both Lam Research and Applied Materials both maintained steady overall etch market shares in 2009 despite the fact that neither of them had any etch business at Intel,'' said C.J. Muse, an analyst with the Barclays, in the report.
''This provides credence to both companies' assertions of design wins in 2008/2009, as share gains in some cases were likely at the expense of TEL and others,'' Muse said. ''We continue to expect customer mix shift along with customer wins will drive Lam share to
closer to 50 percent (we think shipment basis share 52-54 percent). Additionally, there is a clear transition away from metal etch in favor of dielectric (favoring Lam and TEL) and silicon (favoring Lam and AMAT).''