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Brooks Automation Management Presents At BarCap 2012 Global TMT Conference (Transcript)

Stocks in this article: BRKS

Just at semiconductor and adjacent market. When we look at that $1.5 billion, we serve about 30% of the market, we’re growing the market share. And if you look at growth that people would project for those markets, we’ll conservatively view that, that should grow at a compound annual growth rate of between 7% and 12% with some of the key growth drivers for us as well as for the markets in general being mobile telecommunications and mobile computing where our served market increases not just because of chip content but because of the MEMS devices that are included in those devices, LED, and OLED screens and the coatings that go on some of the mobile computing devices that utilize some of our mixed gas cryochillers.

In terms of how we look at market share, we track that and we track our future growth in market share by design-in wins for our Books Product Solutions group, or BPS group. And if you look at the wins at OEMs in semi and adjacent over the course of the last six quarters, we talked about them averaging between 15 and 20 design-in wins a quarter. Actually we’ve only had one quarter where the number actually within that which was our last quarter, or a September fiscal year end. So our March quarter was the second quarter of fiscal ’13. And we had 17 design-in wins, nine of those were for semiconductor front-end and eight for wafer adjacent market.

You can see from this graph that we are establishing a strong market position even though it’s relatively modest revenues at the moment in terms of the design-in wins in those adjacent markets but should, could rise to significant revenue growth in the future.

Why the design-in wins matter and what is the cycle? Well, they matter because they’re relatively infrequent. They are also very expensive investments for OEMs. So they’re going to do relatively few design-ins of new platforms and given that cost of designing our components or our chip systems into a tool, they stick and they are generally designed in for the life of a product that is typically over five years.

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