DIGITIMES Research study South Korea semiconductor equipment industry development trends, found that in 2015 the global semiconductor and display panels are significantly expanded production lines, drive the related equipment high demand, make the first 3 quarter of South Korea's most semiconductor and display panel equipment company revenue growth than the same period in 2014 20 ~ 60%, and the business interests also has surpassed 2014 full-year results.

Among them, the first 3 big Semes 2015 revenue of 896 billion won ($800 million), a 54.6% grew in the same period in 2014. Due to its for Samsung (Samsung Electronics) subsidiary, are heavily dependent on the Samsung group purchasing the equipment and therefore Semes operational performance which can be taken as reference to the Samsung group investment strength.

Single for semiconductor equipment sales, Semes 3 quarter of 665 billion won, 2015 years ago has surpassed 2014 full-year 653.7 billion won, obvious samsung in semiconductor equipment investment during the period of the active degree. Profit performance, the company's overall business interests of season 3 Semes 2015 years ago 87.3 billion won, has doubled from 2014 the year of 42.8 billion won, sales profit rate also rose to 4.7% from 9.7% during the same period.

South Korea's second largest equipment factory Wonik IPS revenue scale rapid growth, though not as Semes, but its profitability is higher, 2015 3 quarter profit rate was 17.4%, and the interest of 85.3 billion won, only slightly lower than Semes performance; Wonik IPS business interests for the whole year 2014 more at 91.9 billion won, commanding Semes 42.8 billion won. In addition, the fourth big KC Tech 3 quarter profit rate is 10.4% of the 2015 years ago.

Looking ahead to 2016, DIGITIMES Research think the 2015 semiconductor plant has aggressively to increase capital expenditure, in the face of the boom continues to weaken, DRAM prices has yet to recover from a obviously, so the major investment in DRAM will focus on the DDR4 transformation and upgrade technology, in terms of NAND Flash, will be in 3 d products has a significant investment, but overall, capital spending will be more conservative, 2015, 2016, in turn, affects performance show equipment manufacturers.

2015 years ago South Korea seven season 3 semiconductor and display panel equipment and semiconductor equipment sales revenue

Note: Wonik IPS with semiconductor equipment as the main source of revenue, but did not publish the business revenue. SFA, AP System, Charm Engineering equipment as the main source of revenue, to display the panel only AP release of semiconductor equipment sales System.