KLA -Tencor ISRAEL – Since 1986
KLA -Tencor ISRAEL – Since 1986
KLA -Tencor ISRAEL – Since 1986
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<strong>KLA</strong> -<strong>Tencor</strong> <strong>ISRAEL</strong> <strong>–</strong> <strong>Since</strong> <strong>1986</strong><br />
The Semiconductor Industry,<br />
Crisis or Opportunity?<br />
January 17, 2013
Industry Overview<br />
~20%<br />
Electronic End Equipment<br />
PC’s, Cell Phones, Digital Audio Players, TV’s, Autos….<br />
2012<br />
$1469 B<br />
Yr-o-Yr<br />
3.2%<br />
~20%<br />
Semiconductors<br />
ASSP’s, ASIC’s, Microprocessors, DRAM, Flash ….<br />
$297 B<br />
-3%<br />
Chipmakers Cap Ex<br />
Construction, WFE, ATE, P&A…<br />
$59.4 B<br />
-11%<br />
~55%<br />
Wafer Front End Equipment<br />
Lithography, Track, Deposition, Etch…<br />
$ 38.3 B<br />
-14%<br />
13%<br />
Process Control<br />
$ 3.8 B<br />
-12%<br />
Wafer/ Reticle Inspection and Metrology<br />
Source: Gartner<br />
3 <strong>KLA</strong>-<strong>Tencor</strong> Confidential - Internal Use Only
Economy: Worldwide Real GDP Growth Forecast<br />
Reduced for 2013<br />
Percent (%)<br />
5.0<br />
4.0<br />
3.0<br />
2.0<br />
1.0<br />
0.0<br />
-1.0<br />
-2.0<br />
October '11 Update<br />
April '12 Update<br />
Oct '12 Update<br />
January '12 Update<br />
July '12 Update<br />
-3.0<br />
2008 2009 2010 2011 2012 2013 2014 2015 2016<br />
4 <strong>KLA</strong>-<strong>Tencor</strong> Confidential - Internal Use Only
Semi Revenue<br />
$ BN<br />
$400.0<br />
$350.0<br />
6% CAGR<br />
$300.0<br />
$250.0<br />
$200.0<br />
$150.0<br />
$100.0<br />
$50.0<br />
Source: Gartner<br />
$0.0<br />
2010 2011 2012 2013 2014 2015 2016<br />
5 <strong>KLA</strong>-<strong>Tencor</strong> Confidential - Internal Use Only
Rapidly Approaching Internet of Things<br />
Units, M<br />
100,000<br />
10,000<br />
Semiconductor Industry Drivers<br />
Rapid Change<br />
2008: Laptop > Desktop<br />
2009: Smartphone > Laptop<br />
2010: Social Network > Email Users<br />
2011: Smartphone > Total PC<br />
2014: >1B Smartphones<br />
Internet<br />
Mobile<br />
Internet of<br />
Things<br />
1,000<br />
PC<br />
100<br />
Servers<br />
10<br />
Minicomputer<br />
1<br />
1960 1970 1980 1990 2000 2010 2020<br />
6 <strong>KLA</strong>-<strong>Tencor</strong> Confidential - Internal Use Only<br />
Source: Gartner, IDC, Samsung
What is the Internet of Things<br />
Always Connected, Always On<br />
All About Sensors and User Control<br />
Smart Appliances Everywhere<br />
Personal Information at Your Fingertips<br />
Representing Data in a Meaningful Way<br />
>17B Internet Connected Devices in 2016*<br />
*2016 TAM: ARM Forecasts 6/12<br />
7 <strong>KLA</strong>-<strong>Tencor</strong> Confidential - Internal Use Only
Smartphones Will Continue to Get Smarter<br />
Source: Qualcomm 9/12<br />
8 <strong>KLA</strong>-<strong>Tencor</strong> Confidential - Internal Use Only
Personal Computers and Tablet Innovation<br />
Creation /<br />
Productivity<br />
Devices<br />
Laptop<br />
Hybrid / Ultrabook<br />
Chromebook (Web)<br />
2009 2011 2013<br />
High End<br />
Consumption<br />
Devices<br />
Low End<br />
Key Questions: Devices per Person, Use Cases, Refresh Rate<br />
9 <strong>KLA</strong>-<strong>Tencor</strong> Confidential - Internal Use Only
Personal Computers and Tablet Innovation<br />
Creation /<br />
Productivity<br />
Devices<br />
Laptop<br />
Hybrid / Ultrabook<br />
Chromebook (Web)<br />
2009 2011 2013<br />
High End<br />
Consumption<br />
Devices<br />
Low End<br />
Key Questions: Devices per Person, Use Cases, Refresh Rate<br />
10 <strong>KLA</strong>-<strong>Tencor</strong> Confidential - Internal Use Only
Key Ecosystems Expanding Across 4 Screens<br />
?<br />
2013<br />
Mac Computers iPhone iPad Apple Television<br />
?<br />
2013<br />
Chrome Browser Android Nexus Google Television<br />
?<br />
2013<br />
Windows, Office Windows 8 Windows 8 Xbox TV<br />
?<br />
2013<br />
?<br />
2013<br />
Online Retail Amazon Phone Kindle Amazon TV<br />
11 <strong>KLA</strong>-<strong>Tencor</strong> Confidential - Internal Use Only
Bright Future for Semiconductors<br />
Units<br />
Up to 600k Additional Advanced<br />
CPU / GPU 300mm wspy*<br />
Fabless,<br />
Foundry, Flash<br />
Fabless,<br />
Foundry, Flash<br />
MPU, DRAM,<br />
Flash, Foundry<br />
12 <strong>KLA</strong>-<strong>Tencor</strong> Confidential - Internal Use Only<br />
Source: Gartner 12-12, GlobalFoundries*
<strong>KLA</strong>-<strong>Tencor</strong> Overview<br />
Global leader in yield acceleration since 1976<br />
Installed base ~22,700 tools<br />
> 5,800 employees<br />
~ 3,870 technical personnel in 17<br />
countries<br />
>$1.5B R&D investments over last<br />
4 years<br />
<strong>KLA</strong>-<strong>Tencor</strong> Markets<br />
Metrology<br />
Wafer Reticle Service/Apps<br />
LED<br />
13 <strong>KLA</strong>-<strong>Tencor</strong> Confidential - Internal Use Only
<strong>KLA</strong>-<strong>Tencor</strong>’s IC Defect Inspection Portfolio<br />
Reticle<br />
Teron 600 Series<br />
Reticle Re-qual<br />
X5.2 & Teron 611<br />
e-Beam Wafer<br />
eS800<br />
Broadband Wafer<br />
2900 Series<br />
Narrowband Wafer<br />
Puma 9650 Series<br />
Unpatterned Wafer<br />
Surfscan SP3<br />
NEW<br />
NEW<br />
450mm<br />
High Sampling Wafer<br />
8900<br />
Macro All-Surface<br />
CIRCL<br />
Macro Wafer<br />
LDS3400M<br />
Wafer Edge<br />
VisEdge CV300R-EP<br />
Support and<br />
Partnering<br />
• Collaborations<br />
• JDPs<br />
• Benchmarking<br />
Wafer Optical Review<br />
INS3300<br />
Wafer SEM Review<br />
eDR-7000<br />
Defect Data Management<br />
Klarity: Defect & ACE<br />
• Capacity Modeling<br />
• Inspection and<br />
Sampling<br />
Strategies<br />
• Applications<br />
Support<br />
• Yield Consulting<br />
Partnering with our customers to enable success<br />
14 <strong>KLA</strong>-<strong>Tencor</strong> Confidential - Internal Use Only
<strong>KLA</strong>-<strong>Tencor</strong>’s IC Metrology Portfolio<br />
Reticle Pattern<br />
Placement<br />
Optical CD<br />
Overlay<br />
Film Measurement<br />
Implant<br />
LMS IPRO5<br />
SpectraShape<br />
Archer 500<br />
Aleris 8xxx<br />
HRP 350 Therma-Probe 680<br />
Lithography<br />
Optimization<br />
In-situ<br />
Monitoring<br />
Data<br />
Management<br />
PROLITH X4.1<br />
SensArray<br />
AIM<br />
RS-200<br />
K-T Analyzer<br />
Comprehensive reticle and IC metrology for lithography<br />
optimization, data analysis and tool recipe management<br />
15 <strong>KLA</strong>-<strong>Tencor</strong> Confidential - Internal Use Only
<strong>KLA</strong> <strong>Tencor</strong> Israel (KTI) <strong>–</strong> <strong>Since</strong> <strong>1986</strong><br />
Exporting >2B NIS/Annually with 450 Employees<br />
OMD<br />
Litho Control<br />
KT Israel<br />
Operations<br />
CPG<br />
Factory Interface<br />
GSS<br />
Service, Repair,<br />
KTC<br />
K<br />
Israel<br />
16 <strong>KLA</strong>-<strong>Tencor</strong> Confidential - Internal Use Only
OMD <strong>–</strong> 15 Years of Global Market Dominancy<br />
(>95% market share)<br />
17 <strong>KLA</strong>-<strong>Tencor</strong> Confidential - Internal Use Only
<strong>KLA</strong>-<strong>Tencor</strong> Israel<br />
Production Portfolio<br />
OMD<br />
Archer 100/200 Archer 300/300+/500<br />
TP680<br />
OP/TP<br />
OP7341XP<br />
Engineering - China<br />
FaST<br />
Spectra XTR<br />
Aleris<br />
8500<br />
SpectraShape 8810<br />
Spectra Fx 200<br />
F5x<br />
18 <strong>KLA</strong>-<strong>Tencor</strong> Confidential - Internal Use Only
Highly Educated Workforce<br />
66% Bachelor Degree and Above<br />
37 (9%)<br />
5 (1%)<br />
25 (6%) 3 (0.7%)<br />
63 (15%)<br />
187 (45%)<br />
92 (22%)<br />
First Degree Practical Engineer Master Degree Not Indicated PhD Technician None<br />
19 <strong>KLA</strong>-<strong>Tencor</strong> Confidential - Internal Use Only
How Can The Israeli Semiconductor Business<br />
Leverage The Semiconductor Growth?<br />
Keep as much added value in Israel<br />
• Outsource low level and commodities<br />
• Keep high level integration in Israel<br />
20 <strong>KLA</strong>-<strong>Tencor</strong> Confidential - Internal Use Only
How Can The Israeli Semiconductor Business<br />
Leverage The Semiconductor Growth?<br />
• Ease for making business <strong>–</strong> Attract capital<br />
• Talent Development <strong>–</strong> Technical education<br />
• Preferable policies<br />
• Tax advantages<br />
• Office of Chief Scientist support<br />
• Others<br />
21 <strong>KLA</strong>-<strong>Tencor</strong> Confidential - Internal Use Only
How can The Israeli Semiconductor Business<br />
Leverage The Semiconductor Growth?<br />
• Ease for making business <strong>–</strong> Attract capital<br />
• Talent Development <strong>–</strong> Technical education<br />
• Preferable policies<br />
• Tax advantages<br />
• Office of Chief Scientist support<br />
• Others<br />
22 <strong>KLA</strong>-<strong>Tencor</strong> Confidential - Internal Use Only
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