Demonstrate your expertise and the competence of your workshop in diesel maintenance and repair to your customers. INSTANT DOWNLOAD LINK 1 MINUTE DELIVERY NO CD OR DVD INCLUDED You Will Get Direct GOOGLE DRIVE LINK. Direct data comparisons make the readings easy to understand, and deviations and out-of-range excursions are documented in a log. Averages can be derived from actual values when necessary, and the corresponding scatter calculated. Actual values are compared with specified values and the out-of-tolerance values show up red on the screen. This comprehensive service and work-routine resource expands the functionality of ESI-D from Bosch (Information Base for Diesel Units).ĮSI-W offers display and analysis functions for the measured values obtained in a test, all at the touch of a button. “In a lot of the materials markets,” he says, “there’s been so much consolidation that there’s either an oligopoly or a monopoly, and the pricing’s pretty fixed.Test specifications for diesel specialistsĮSI-W from Bosch provides the test specifications for some 8,000 in-line pump combinations and approximately 1,400 distributor-type pumps. Hutcheson notes he’s seen a similar scenario played out before. Entegris, for example, is today almost the only provider of FOUP pods-the latest in wafer carriers. Hutcheson sees the emergence of a very limited number of suppliers in a whole host of areas.
Hutcheson says the cost of compliance for many companies can be substantial, spurring some to seek mergers and acquisitions.įor the contamination-control industry, one effect will be a wave of ongoing consolidation. Hutcheson points to the Sarbanes-Oxley Act in particular-an auditing and financial accountability law approved by Congress in 2002 to protect investors by improving the accuracy and reliability of corporate disclosures. There’s also the impact of new regulations. That makes it easier for one technology company to buy another. He says that technology companies, a category that includes chipmakers and the companies that support them, are now sometimes deemed less valuable than firms that run national coffee shop chains. Dan Hutcheson, an industry analyst with VLSI Research, notes changes in the equity markets. While agreeing that slower growth is here to stay and that the semiconductor industry is maturing, other analysts point to different reasons for consolidation. “As a result of that slowing growth, you’re going to see firms that either need to consolidate to compete, or choose to go out of business,” predicts Freeman. Although a 10-or-so percent CAGR isn’t anything to dismiss, it is substantially less than what was the norm. Looking forward, Freeman says, growth appears to be even lower. There’s some dispute about what the number’s been since then, but most estimates put it in the 8 to 12 percent range. Freeman and other analysts note that the semiconductor industry had a 15+ percent compound annual growth rate (CAGR) before 1995. Consequently, there’s a need to merge.Īnd there’s another reason: slower growth. Companies have to be large enough to support the cost of developing and delivering new products to a few worldwide semiconductor players, Freeman says. Principal Analyst Dean Freeman, who predicts that a winnowing-out will happen because of soaring research and development expenses. That’s a view shared by Gartner Dataquest (Stamford, Conn. Still, it’s clear that the companies’ management expects industry consolidation-and fairly soon.
“Today, there are still a lot of suppliers.” “In the subsystem area, which we are operating in, there is no such thing,” says Pandraud. Ironically, the “rule of three” that prompted the merger isn’t part of the new market where the combined Entegris-Mykrolis-Extraction will live. “When you have three major suppliers of a dedicated tool, there is not much room for a fourth or a fifth one already,” says Pandraud, alluding to an ongoing consolidation of semiconductor tool vendors. Any company in the no-man’s land of in-between quickly moves up, down, or out. The top three vendors command most of the market, Pandraud explains, while others cling to a few percent of the remaining total. and Extraction Systems (Franklin, Mass.) an invoking of “the rule of three.” When a market matures, the ultimate corporate survivors become either large players or confined to a niche. (calls his company’s merger with Entegris, Inc.
Jean-Marc Pandraud, president and chief operating officer at Mykrolis Corp. BILLERICA, MA-Slow growth in the semiconductor industry, combined with rising research and development costs, may make the recent Mykrolis Corp./Entegris Inc./Extraction Systems merger more the norm than the exception for contamination-control companies.