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New
Vision
新象新知

Revenue Unit : M USD
Applied Materials Lam Research Tokyo Electron
12,000 12,000 12,000
10,000 10,000 10,000
8,000 8,000 8,000
6,000 6,000 6,000
4,000 4,000 4,000
2,000 2,000 2,000
0 0 0
1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012
Net Margin Unit : %
Applied Materials Lam Research Tokyo Electron
30% 30% 30%
20% 20% 20%
10% 10% 10%
0% 0% 0%
1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012
-10% -10% -10%
-20% -20% -20%
-30% -30% -30%

Revenue Unit : M USD
ASML Novellus Systems ASM International
12,000 12,000 12,000
10,000 10,000 10,000
8,000 8,000 8,000
6,000 6,000 6,000
4,000 4,000 4,000
2,000 2,000 2,000
0 0 0
1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012
Net Margin Unit : %
ASML Novellus Systems ASM International
30% 30% 30%
20% 20% 20%
10% 10% 10%
0% 0% 0%
1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012
-10% -10% -10%
-20% -20% -20%
-30% -30%
-30%

Fig.4 Tool supplier revenue and net margin (%) trend chart from 1999 to 2012

Improvements and Innovations capability and potential. Sophisticated
assisting kits prove maintenance
upon Firmware safety and quality. Precise controls
and sensors assure quality level.
Smart systems enhance efficiency in
hat is the industry looking for in 450mm era?
Maybe this industry could conclude as the production scheduling. Unique lot
dispatch and planning create shorter
Wfollowing expectations: New equipment platform
production cycle time. Organized Big
provides significant productivity improvement. Self-calibration,
Data is applied to support excellent
self-diagnostic and automatic control result in outstanding tool
VM (Virtual Metrology) prediction/
availability and monitor reduction. Perfect tools and hardware
conjecture.
matching enable fast technology ramp up. Flexible module design
helps mainframe cost structure. Novel Fab design drives green Frankly speaking, more and more

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