SAN JOSE, Calif. -- KLA-Tencor Corp. lost share in the process control market in 2009, according to a report from Barclays Capital, which cited Gartner Inc. as its source.
In 2009, KLA-Tencor had a 52 percent share of the process control market, followed by Applied Materials (15 percent), Hitachi High-Technologies (11 percent), Nanometrics (3 percent) and others (19 percent), according to the report. In 2008, KLA-Tencor had 54 percent, Applied Materials had 12 percent, Hitachi had 15 percent, Nanometrics had 2 percent and others had 16 percent, the report said.
''From a market share perspective, as speculated, Applied gained 3 percent share in the space. And
while some of this was at the expense of KLA-Tencor, who lost incremental share in Samsung's brightfield inspection and some low end reticle inspection business and whose overall share declined 2 percent, we would highlight that the company who took the largest hit on the market share front was Hitachi, whose share dropped 4 percent,'' said C.J. Muse, an analyst with the Barclays, in the report.
''Looking to 2010/2011, we anticipate KLA-Tencor's share to stabilize driven by continued leadership in the leading edge and could see increases led by technical challenges coupled with gains in e-beam review and macro inspection,'' Muse said.
KLA-Tencor also reported sales of $478 million in Q1, compared to $440 million in the previous quarter and $310 million a year ago. Net income was $57 million, or $0.33 a share, in the quarter, compared to $22 million, or $0.13, in the previous quarter and a loss of $83 million, or minus $0.49, a year ago.
For Q2, KLA-Tencor said sales are projected to be between $530-to-570 million and earnings would be $0.54-to-$0.62.
''For the June quarter, the company guided to (plus) 5-25 precent bookings performance, led by foundries (TSMC Fab 12, 14 pull ins, 28-nm R & D, SMIC, Hua-Li), and a similar proportion of memory orders (IMFT, Samsung, Toshiba in that orders), but now evenly spread among NAND and DRAM showing that NAND 2X-nm arms race is having its effect,'' Muse said.
''The company suggested that they do not see a 'peak' rather they see increasing shipment trends through 2010 with the second half likely benefiting from
orders from the new fabs, (such as) GlobalFoundries New York Fab, Samsung Fab 17 and continued IMFT orders,'' Muse said.