* Reflects 2020 net sales of the Semiconductor Technologies business.
2
Semiconductor Technologies: At a glance
STRONG FINANCIAL PROFILE AND GROWTH STRATEGY
NET SALES
GROWTH STRATEGY
2019
2020
2021E**
Resilient sales based on wafer starts and spec'd in products
Consistently outperform market by 200-300 basis points
Growth accelerating in 2020 and 2021
Partner with customers to
Expand addressable
optimize product and
market through technology
process performance
transitions
Continue to invest in
Build R&D, application
leading-edge technology
engineering and
manufacturing capabilities
close to customer
Pursue attractive bolt-on acquisitions in high-value adjacencies
* Compound Annual Growth Rate.
3
** 2021E reflects the Company's estimate based on assumptions included as part of the Company's guidance provided as part of its second quarter 2021 earnings call held on August 3, 2021.
Megatrends driving strong surge in semiconductor demand and investment
MEGATRENDS
High-
AI/Big Data/
Performance
Machine
Computing
Learning
5G Connectivity/
Autonomous
IoT
Vehicles
GROWING SEMICONDUCTOR DEMAND
Silicon Shipments (MSI)
Consistent market
growth of 4-6%
2010
2015
2020
2025
Capital Spending
Fab investment
supporting
transitions to
leading edge
2010
2015
2020
2025
Source: SEMI, IC Insights and internal company estimates
4
Technology roadmap creating high-value material challenges
DuPont's portfolio uniquely positioned to enable both smaller nodes AND more complex packaging
Chip package complexity
Smaller, taller, and more complex structures require:
›
Atomic level planarization
›
Impurities as low as <1 PPT*
›
Feature sizes at 5nm and
›
Ultra low defectivity
below
…all at scale with high reliability
Leading-edge technologies require -
Better Performance
Lower Power
Smaller Area
Chip and wafer architecture, process complexity and material intensity will drive more materials content
*PPT: Parts per Trillion
5
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DuPont de Nemours Inc. published this content on 22 September 2021 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 22 September 2021 16:11:04 UTC.
DuPont de Nemours, Inc. specializes in the manufacture and marketing of specialty chemicals. The group provides copolymers, polyethylene, chloroform, fluorine, hydrofluoric acid, copper, hydroxylamine, precious metals, alumina hydroxide, ammonia, benzene, polyester fibers, propylene, wood pulp, acids, alcohols, chlorite, aldehydes, ethylene oxide, etc.
Net sales are distributed geographically as follows: the United States (32.4%), Asia/Pacific (43%), Europe/Middle East/Africa (18.3%), Latin America (4%) and Canada (2.3%).