Investor Presentation - 13th Annual CEO Summit
Growing Share of Semiconductor System Sales
Ichor's Expanding Share (1)
4.0%
3.5%
3.0%
2.5%
2.7%
2.0%
1.9%
1.5%
~50% Increase
1.0%
0.9%
0.5%
0.0%
2015
3.9%
2.6%
~40% Increase
1.5%
~70% Increase
2020
Multiple Drivers for Increasing
Share of Industry Revenues
✓ Industry Trends
Increasing trend toward outsourcing
■Increasing importance of etch and
deposition
☐
Advanced devices require more fluid
delivery/content per tool
✓ Ichor Execution
■ Market share gains
■ Accretive and complementary
acquisitions
■ Expanded product offerings
■ Levered to etch and deposition
Key role in EUV ramp
■Top 2 customers combined
■Top 3 customers combined ■Total Sales % of WFE
(1) Represents Ichor's sales to its top 2 and top 3 customers combined, respectively, divided by their combined new semiconductor system sales.
(2) 2015 estimated WFE of $32.4B vs. 2020 estimated WFE of $60.5B.
ichor
Proprietary
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