Silicon AnalyticaGlossary · Business & metrics
What is installed base management?
Installed base management is the service and upgrade business that equipment makers run for tools already operating in customers’ factories. It includes maintenance, spare parts, upgrades and productivity improvements.
Why it matters for investors
This revenue grows with the number of tools in the field and tends to be steadier than new equipment sales, which can cushion results when chipmakers cut capital spending.
Companies name and define this business differently; for example, ASML reports Installed Base Management and Applied Materials reports Applied Global Services, so definitions should be checked before comparing.
Key companies
Related terms
Related analysis
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General educational explanation. Information only, not investment advice.