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Silicon wafer shipments fall 9% in Q4 amid IC lull
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Silicon Strategies


SAN JOSE, Calif. — Worldwide silicon wafer area shipments hit 1,486 million square inches in the fourth quarter of 2004, down 9 percent from the prior quarter but up 7 percent from the fourth quarter of 2003, according to the SEMI Silicon Manufacturers Group (SMG).

The data confirms that the IC industry experienced a lull in the fourth quarter. However, silicon wafer area shipments totaled 6,262 million square inches in 2004, up 22 percent from the 5,149 million square inches shipped during 2003, according to the SMG.

Revenues grew to $7.3 billion from $5.8 billion posted in 2003. "2004 was a very robust growth year for the silicon wafer suppliers as both units and revenue grew at over 20 percent," said Makoto Tsukada, chairman SEMI SMG and general manager of silicon wafer giant Shin-Etsu Handotai Co. Ltd., in a statement.

"Even though 300-mm wafer shipments were over 15 percent of the total shipments by the fourth quarter and total wafer shipments surpassed the 2000 peak, total revenues in 2004 for silicon wafers were below the 2000 level," he said. "As a result, wafer manufacturers remain cautious investing in new production capacity."






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