Future of Applied Materials | Quantumrun

Future of Applied Materials

Applied Materials, Inc. is a US corporation that provides software, services, and equipment to make it possible to manufacture solar products, flat panel displays for computers, televisions, semiconductor (integrated circuit) chips for electronics, and smartphones. It also provides equipment to manufacture coatings for packaging, flexible electronics, and other applications. Its headquarters is in Santa Clara, California, in the Silicon Valley.

Home Country: 
United States
Industry: 
Semiconductors and Other Electronic Components
Industry vulnerability to disruption: 

Belonging to the semiconductor and electronics sector means this company will be affected directly and indirectly by a number of disruptive opportunities and challenges over the coming decades. While described in detail within Quantumrun’s special reports, these disruptive trends can be summarized along the following broad points:

*First off, internet penetration will grow from 50 percent in 2015 to over 80 percent by the late-2020s, allowing regions across Africa, South America, the Middle East and parts of Asia to experience their first Internet revolution. These regions will represent the biggest growth opportunities for tech companies, and the semiconductor companies that supply them, over the next two decades.
*Similar to the point above, the introduction of 5G internet speeds in the developed world by the late-2020s will enable a range of new technologies to finally achieve mass commercialization, from augmented reality to autonomous vehicles to smart cities. These technologies will also demand ever more powerful computational hardware.
*As a result, semiconductor companies will continue to push Moore’s law forward to accommodate the ever growing computational capacity and data storage needs of the consumer and business markets.
*The shrinking cost and increasing functionality of advanced manufacturing robotics will lead to further automation of semiconductor and electronics factory assembly lines, thereby improving manufacturing quality and costs.
*Meanwhile, for its solar division, the most obvious disruptive trend is the shrinking cost and increasing energy generating capacity of renewable sources of electricity, such as wind, tidal, geothermal and (especially) solar. The economics of renewables are advancing at such a rate that further investments into more traditional sources of electricity, such as coal, gas, petroleum, and nuclear, are becoming less competitive in many parts of the world.
*Concurrent with the growth of renewables is the shrinking cost and increasing energy storing capacity of utility-scale batteries that can store electricity from renewables (like solar) during the day for release during the evening.
*The energy infrastructure in much of North America and Europe is decades old and is currently in the two-decade-long process of being rebuilt and reimagined. This will result in the installation of smart grids that are more stable and resilient, and will spur the development of a more efficient and decentralized energy grid in many parts of the world.

Total patents held: 
7 911
Number of patents field last year: 
38
Ranking List: 
67
Ranking List: 
2017 Quantumrun Global 1000
43
Ranking List: 
2017 Quantumrun US 500
6
Ranking List: 
2017 Quantumrun Silicon Valley 100
Market Revenue Country: 
Market country 
Taiwan
Revenue from country 
0.26
Market country 
China
Revenue from country 
0.21
Market country 
South Korea
Revenue from country 
0.17
Prod/Serv name revenue: 
Prod/Serv name: 
Silicon systems
Prod/Serv revenue: 
6580000000
Prod/Serv name: 
Applied global services
Prod/Serv revenue: 
2650000000
Prod/Serv name: 
Display
Prod/Serv revenue: 
717000000
Founded: 
1967
Company Name: 
Applied Materials
Sector: 
Revenue: 
10825000000
3y average revenue: 
9852000000
Operating expenses: 
2359000000
3y average expenses: 
2313666667
Company profile data note: 
All company data collected from its 2016 annual report and other public sources. The accuracy of this data and the conclusions derived from them depend on this publicly accessible data. If a data point listed above is discovered to be inaccurate, Quantumrun will make the necessary corrections to this live page.
Global employee count: 
16150
Domestic employee count: 
7503
Number of domestic locations: 
17
Funds in reserve: 
3406000000
Investment into R&D: 
1540000000
create term: 
#67 | 2017 Quantumrun Global 1000
#43 | 2017 Quantumrun US 500
#6 | 2017 Quantumrun Silicon Valley 100

Applied Materials, Inc. is a US corporation that provides software, services, and equipment to make it possible to manufacture solar products, flat panel displays for computers, televisions, semiconductor (integrated circuit) chips for electronics, and smartphones. It also provides equipment to manufacture coatings for packaging, flexible electronics, and other applications. Its headquarters is in Santa Clara, California, in the Silicon Valley.

Home country:
United States
Sector:
Technology
Industry:
Semiconductors and Other Electronic Components
Founded:
1967
Global employee count:
16,150
Domestic employee count:
7,503

Financial Health

Revenue
$10,825,000,000 USD
3y average revenue
$9,852,000,000 USD
Operating expenses
$2,359,000,000 USD
3y average expenses
$2,313,666,667 USD
Funds in reserve
$3,406,000,000 USD
#1 Market country
Taiwan
% of revenue from country #1
0.26%
#2 Market country
China
% of revenue from country #2
0.21%
#3 Market country
South Korea
% of revenue from country #3
0.17%

Asset Performance

#1 Product/Service/Dept. name
Silicon systems
#1 Product/Service revenue
$6,580,000,000 USD
#2 Product/Service/Dept. name
Applied global services
#2 Product/Service revenue
$2,650,000,000 USD
#3 Product/Service/Dept. name
Display
#3 Product/Service revenue
$717,000,000 USD

Innovation assets and Pipeline

Investment into R&D
$1,540,000,000 USD
Total patents held
7,911
Number of patents field last year
38
All company data collected from its 2016 annual report and other public sources. The accuracy of this data and the conclusions derived from them depend on this publicly accessible data. If a data point listed above is discovered to be inaccurate, Quantumrun will make the necessary corrections to this live page.

Disruption Vulnerability

Belonging to the semiconductor and electronics sector means this company will be affected directly and indirectly by a number of disruptive opportunities and challenges over the coming decades. While described in detail within Quantumrun’s special reports, these disruptive trends can be summarized along the following broad points:

*First off, internet penetration will grow from 50 percent in 2015 to over 80 percent by the late-2020s, allowing regions across Africa, South America, the Middle East and parts of Asia to experience their first Internet revolution. These regions will represent the biggest growth opportunities for tech companies, and the semiconductor companies that supply them, over the next two decades.
*Similar to the point above, the introduction of 5G internet speeds in the developed world by the late-2020s will enable a range of new technologies to finally achieve mass commercialization, from augmented reality to autonomous vehicles to smart cities. These technologies will also demand ever more powerful computational hardware.
*As a result, semiconductor companies will continue to push Moore’s law forward to accommodate the ever growing computational capacity and data storage needs of the consumer and business markets.
*The shrinking cost and increasing functionality of advanced manufacturing robotics will lead to further automation of semiconductor and electronics factory assembly lines, thereby improving manufacturing quality and costs.
*Meanwhile, for its solar division, the most obvious disruptive trend is the shrinking cost and increasing energy generating capacity of renewable sources of electricity, such as wind, tidal, geothermal and (especially) solar. The economics of renewables are advancing at such a rate that further investments into more traditional sources of electricity, such as coal, gas, petroleum, and nuclear, are becoming less competitive in many parts of the world.
*Concurrent with the growth of renewables is the shrinking cost and increasing energy storing capacity of utility-scale batteries that can store electricity from renewables (like solar) during the day for release during the evening.
*The energy infrastructure in much of North America and Europe is decades old and is currently in the two-decade-long process of being rebuilt and reimagined. This will result in the installation of smart grids that are more stable and resilient, and will spur the development of a more efficient and decentralized energy grid in many parts of the world.