Investor Presentaiton
Packaging and Test Industry Growth Drivers
■ Semiconductor Unit Growth
6% CAGR from 2012 to 2017(1)
■ IDM Outsourcing
-
"Fab-Lite" model gaining momentum
Some not investing in new packaging and test
technologies
Some shedding assets to OSATS
■ Growth of Fabless Design Houses (1)
-
$70 billion revenue in 2012
27% of total IC market in 2012
Up from 9% in 2000
Collaboration and Innovation
-
OSATS no longer just overflow capacity
(1) The McClean Report. February 2013.
2013 Amkor Technology, Inc.
Amkor Confidential Information
OSAT Share of Total P&T Market
55%
Amkor
TechnologyⓇ
OSATS Growing and
Gaining Share
$24B
50%
$35B
45%
55%
$21B
51%
40%
44%
35%
2007
2012
2017F
Source: Gartner Semiconductor Assembly and Test Services, Worldwide, 1Q13 Update
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