Applied Materials Presents AI Semiconductor Equipment Market Growth Outlook and Market Share Expansion Targets
Published2026.10.14 11:10
2030년까지 WFE 지출이 지난 10년보다 빠르게 성장할 것으로 내다보며, 2025~2030년 WFE 시장점유율을 2%포인트 이상 끌어올린다는 목표를 제시했다.
재무 목표로는 2030년 비일반회계기준(Non-GAAP) 매출총이익률 약 54%, 영업이익률 약 40% 달성을 설정했으며, 장기적으로 잉여현금흐름의 80~100%를 주주에게 환원할 계획이라고 밝혔다.
2025~2030년 WFE 시장 성장의 약 75%가 △첨단 파운드리·로직 △D램 △첨단 패키징 세 분야에서 나올 것으로 전망했다.
어플라이드는 이 세 분야 모두에서 공정장비 1위 지위를 보유하고 있다고 설명했다.
전자빔 장비 포트폴리오의 2026년 매출은 20억 달러로 예상되며, 서비스 사업 매출은 올해 20% 이상 성장해 2030년에는 120억 달러를 넘어설 것으로 전망했다.
연평균 성장률(CAGR)은 10%대 중반 수준이다.R&D 역량 확대와 관련해 어플라이드는 2030년까지 연구시설 및 제조 역량을 현재 대비 두 배 이상 늘릴 계획이다.
이와 함께 13일(현지시간) 실리콘밸리에 EPIC(Equipment and Process Innovation and Commercialization) 센터를 공개했다.
현재까지 주요 반도체 제조사·시스템 기업·장비 파트너·대학과 총 15건의 EPIC 파트너십을 체결했으며, 미국 텍사스주 오스틴, 싱가포르, 이탈리아 트레비소의 제조 인프라도 확장했다고 덧붙였다.
Comments
Related news
Applied Technologies Unveils 6 Semiconductor Equipment Models Supporting 3D Chip Architecture
Applied Materials has unveiled six new semiconductor manufacturing equipment solutions to address growing AI computing demands and the expansion of 3D stacking structures and HBM technology. The lineup consists of three advanced packaging process tools—Opta Quad CMP, Nokota Vmax 2 ECD, and Producer Avila 2 PECVD—along with two electron beam metrology systems, VeritySEM 7AP and SEMVision G7AP, and one Centura Prime epi system.
2026.06.29by 배종인 기자
Applied, Green Umbrella Foundation Supports AI and Semiconductor Education
Applied Materials Korea has partnered with the Green Umbrella Children's Foundation to provide AI and semiconductor experiential education as well as traditional cultural and arts education to children in four regions of Gyeonggi Province. The company will offer convergence education utilizing AI vision sensors and semiconductor STEM kits, with approximately 330 elementary school students and children from community child centers expected to participate. Additionally, Applied Materials Korea will donate 90 laptops and 12 speakers to 67 community child centers to improve the digital learning environment.
2026.07.23by 배종인 기자
Applied Materials Records Q3 Revenue of $9.1 Billion…Quarterly Record
Applied Materials achieved record quarterly revenue of $9.1 billion in fiscal 2026 Q3. Driven by expanding AI demand, the company grew 25% year-over-year, achieving record operating margin of 33.7% and Non-GAAP EPS of $3.50. The semiconductor systems segment increased 26.5% to $7.0 billion, led by foundry and logic at 67%.
2026.08.14by 배종인 기자
Applied Materials Targets 'Memory Wall' in AI Era...Presents Solutions Across D-RAM, HBM, and Packaging
In the artificial intelligence (AI) era, semiconductor industry competition hinges on 'data movement' rather than 'computation'. As AI models grow larger, power consumption and memory bottlenecks emerge as critical issues limiting system performance. Against this backdrop, Applied Materials is putting forward a strategy to support next-generation AI semiconductor performance, power efficiency, and productivity improvements by leading with an integrated portfolio spanning D-RAM device innovation through HBM (high-bandwidth memory), hybrid bonding, and co-packaged optics (CPO).
2026.08.31by 배종인 기자
Applied Materials and KIOXIA to Co-develop Next-Generation Memory at EPIC Center
Applied Materials and KIOXIA are undertaking joint development of next-generation memory for AI at the EPIC Center in Silicon Valley. The two companies will collaborate across all areas from memory cell structure formation through multichip stacking, advanced packaging, and materials engineering innovation, with the goal of enhancing memory density and performance required for AI infrastructure. The EPIC Center, a $5 billion-scale R&D facility, is slated to commence operations within the year.
2026.09.30by 배종인 기자
