applied materials israel jun2016
TRANSCRIPT
External Use
Applied Materials Israel June 2016
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WHAT WE DO
We make the equipment that makes the components that change the world.
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Applied’s Technology Enabling Tablet PC
LCD display
9.7” LED
backlit panel
Touch panel
capacitive
multitouch
DisplayEnabled by Applied Materials’PE-CVD, PVD, test, and Roll-to-Roll equipment(>30% of tablet BOM*)
SemiconductorEnabled by Applied Materials’Semiconductor equipment – microprocessor 256MB DRAM 16GB MLC NAND Flash I/O controller multi-touch controller(>20% of tablet BOM*)
Source: iFixit, UBS, Applied Materials* Refers to % of Bill of Materials processed by Applied Materials equipment
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What’s in an iPhone?
Source: Tech Insights Teardown
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Our Customer Base
Logic MemoryFoundry
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The Global Strength of Applied
Stock Ticker: Nasdaq: AMAT
Fiscal 2015 Revenue: $9.7 billion
Fiscal 2015 RD&E: $1.5 billion
Founded: November 10, 1967
Headquarters: Santa Clara, California
Global Presence: 81 locations in 18 countries
Principal Locations United States, Israel, Singapore, Taiwan
Employees*: ~14,600 worldwide
Patents: ~10,200 issued
Data as of fiscal year end, October 25, 2015*Excluding temporary and interns
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Development & Manufacturing
Center
Applied in Israel ~1,000 Employees
► ~500 RD&E, ~150 Manufacturing► Additional activities in the service segments
Facilities: 613,000 sq. feet► Clean Rooms & Labs: 49,000 sq. feet
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Jerusalem
Tel Aviv
Haifa
Rehovot
Kiryat Gat
Migdal Haemek
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What Do We Do?Provide inspection and metrology solutions for wafer fab industry
30 nm
DefectsInspection Review & analysis
CD’sMeasurementMonitoring
Process Diagnostics &
Control
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Our Technology Food Chain
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Electronics
$1.7T
E1243567001A
Chip
$300B
Wafer Wafer Fab Equipment
$60B
Applied Materials Israel (PDC)
Optical & E-Beam solutions for
Wafer Inspection & Review, CD SEM & Mask Inspection
Process Diagnostics & Control $4.2B
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What is a Defect?An undesirable local change that may kill the chip or affect its reliability
10 Applied Materials Confidential
Bridging Protrusion Particle LineThinning Scratch Residue Void
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It’s all about YieldDefectivity and process control are directly linked to yield
Modeled Yield Curve
time
prod
uctiv
ity
Shorten ramp time
Maintain and improve yield at volume production
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Moore’s LawThe number of transistors on integrated circuits doubles every two years
“In 1965, Gordon Moore sketched out his prediction of the pace of silicon technology. Decades later, Moore’s Law remains true, driven largely by Intel’s unparalleled silicon expertise.”(Source: Intel; Copyright © 2005 Intel Corporation)Source: wikipedia
Moore’s law results in the shrinking of design rules the industry driver
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Osborne Portable Computer (1981)vs. iPhone (2007)
Source: Wikipedia
135gr / 13 kg = 100 times lighter
412 MHz / 4MHz = 100 times faster
$200-300 / $2500 = 10 times cheaper
…Moore’s law in practice
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Shrinking Critical DimensionsAs technology shrinks, smaller defects become critical and our job becomes harder
1994 1997 1999 2001 2003 2005 2007 2009 2011 2013 2015
200
180
160
140
120
100
80
60
40
20
10 nm
Bacteria: 1µm
Virus: 50nm
Small molecule: 1nm
(nm)
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Working in the ‘Nano’ Domain
Red Blood Cell ~ 7um
Typical Defect ~40nm
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How Hard Can It Be?Detecting a 40nm defect on a wafer is like …
40nm defect
300mm Wafer
Imaging
… Finding an ant in Manhattan
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Our Reality – A Multi-Technology Environment
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OpticsSEMElectronics, Image Processing
Algorithms, Software
Mechanics, Motion
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What Does it Take ?
• Lasers & sensors• Scanning electron microscopy
• Precise mechanics & vacuum• Electronics & motion control• Applied physics• System engineering
• Image processing algorithms• Software (lots of software…)• Application• Customer support
• Quality• Supply chain management
Advanced Imaging Complex Systems
Value Creation Manufacturing, Engineering & Assembly
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Product Portfolio
Insp
ectio
n &
Rev
iew
UVision 7Brightfield Inspection
SEMVision G6Defect Review
Lith
o M
etro
logy
Aera 4Mask Inspection
VeritySEM 5iCD Metrology
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What’s in a Tool?
Advanced electronics
10’s GPPS, Low noise
SW & algorithmsGUI, machine
learning
SEM and vacuum
1nm Resolution
Laser and optics
DUV High Power, State of the art Microscopy
Precise motion and mechanics
10’s nm accuracy
Years of development
5-8 from new platform to revenue
Several $M price tag
>1 M$ BOMThousands of
line items
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We do it (almost) all in Israel…
Sales
Support
R&DMarketing
Manufacturing
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The Future is Full of Opportunities
Digital Consumer Growing demand for Internet-enabled services & products
Mobile Wireless data rates accelerating
StorageUnderlying technologies changing rapidly
Emerging MarketsPacing next wave of technology adoption