Applied Materials A Nanomanufacturing Technology Company

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Applied Materials - A Nanomanufacturing
Technology Company
Dr. Winfried Hoffmann, Applied Materials, Vice
President and CTO Energy and Environmental
Solutions President European Photovoltaic
Industry Association (EPIA) Member of the
Scientific Board and Supervisory Board of FhG-ISE
and ISFH, respectively

• Rusnanotech 08,
• Moscow, Russia
• Dec 4, 2008

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Safe Harbor Statement

• This presentation may contain forward-looking
  statements, including those relating to Applieds
  performance, products and opportunities, and the
  industry outlook. These statements are subject
  to known and unknown risks and uncertainties that
  could cause actual results to differ materially
  from those expressed or implied by such
  statements, including but not limited to the
  level of demand for nanomanufacturing technology
  products, which is subject to many factors,
  including global economic and market conditions,
  demand for electronic products and
  semiconductors, and governmental renewable energy
  policies and incentives customers capacity
  requirements and ability to acquire sufficient
  capital, obtain regulatory approvals and/or build
  infrastructure Applieds ability to (i) develop,
  deliver and support a broad range of products,
  expand its markets and develop new markets, (ii)
  align its cost structure with business
  conditions, (iii) manage its resources and
  production capability, (iv) implement initiatives
  that enhance global operations and efficiencies,
  (v) obtain and protect IP rights in key
  technologies and (vi) attract and retain key
  employees and other risks described in Applieds
  SEC filings. All forward-looking statements are
  based on managements estimates, projections and
  assumptions as of December 5, 2008, and Applied
  undertakes no obligation to update any such
  statements.

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Applied Materials Overview
OUR MISSION
To LEAD the Nanomanufacturing Technology
revolution with innovations that transform
markets, create opportunities, and offer a
cleaner, brighter future to people around the
world.
December 2008
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Applied Materials Worldwide
108 Worldwide Locations
India
Israel
South East Asia
Europe
Sales and/or Service Offices
Research, Development and Engineering and/or
Manufacturing Centers
Japan
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Applied Materials in Europe
St Petersburg
Hoofddorp
Dresden
Alzenau
Feldkirchen
Heimstetten
Heimstetten
Cheseaux
Grenoble
Treviso
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Silicon Systems
Thermal
Inspection
CVD
Etch
PVD
CMP
We make the systems used to produce virtually
every new microchip in the world
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Applied's Display Group
Color FilterPVD
PECVD
Array Tester
Array PVD
Source Display Search, Applied Materials
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Energy and Environmental Solutions
ATON
Nanotech TF battery Electrochromic windows
PWS BaccinicSi work cells
LEDOLED
R2R
architectural applications
TF SunFab (aSi / µc complete lines)
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Moores Law Driving Down Price Experience
Curvein the Semiconductor Industry
VLSI/DRAM
28 reduction for doubling of total volume
DRAM Cents/bit
Cumulative Bits
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State-of-The-Art Transistor
AMD 65nm PMOS transistor with physical gate
length of 42nm
Source Semiconductor Insights Inc.
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Glass Size Increase in the Display Industry
Driving Cost Reduction
100
10
Cost per Area (Thousand/m2)
Substrate Area (M2)
1
Source Display Search, Applied Materials
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From Display to Solar Solid Foundation for Next
StageDesigned, Engineered and Built by Display
Group
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TF New Standard in Module Size 5.7m2
SunFab
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Solar Price Experience Curve
100
Historical Prices
1980
c-Si
10
Module Price (2006 /Wp)
Polysilicon shortage
2007
1.00/W _at_ gt100 GW
1
1
10
100
1,000
10,000
100,000
1,000,000
Cumulative Production (MWp)
Source Adapted from National Renewable Energy
Laboratory
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World PV Application Segmentation
ref European Photovoltaic Industries Association
(EPIA) Navigant Consulting
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In 2007 our members had a PV related turnover of
approx.14 bn Euro
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Competitiveness between Electricty Generation
Cost PV and Electricity Price
Ref W. Hoffmann personal estimates
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Recent developments of important EU PV markets
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Future Growth of the Global PV SolarElectricity
Market in GWp and bn turnover
ref W. Hoffmann personal estimates
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World Electricity Production Forecast
ref IEA 2004 World Alternative Policy Scenario
BMWi Dates and facts energy 2006
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