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Semicon eu 2010
 

Semicon eu 2010

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    Semicon eu 2010 Semicon eu 2010 Presentation Transcript

    • Global and European Market and SEMICON Europa 2010 Webinar Our program will begin momentarily…
    • SEMICON Europa 2010 Webinar Beat Mueller Director, Members Relations
    • Agenda 1. Welcome and Introduction – Beat Mueller / Director Member Relations, SEMI Europe 2. Global/European Market Update – Dan Tracy / Sr. Director, SEMI HQ 3. SEMICON Europa Update – Heinz Kundert / President, SEMI Europe 4. SEMICON Europa Program Update – Carlos Lee, Sr. Manager, SEMI Europe 5. Q&A
    • Semiconductor Industry Update Dan Tracy Senior Director, Industry Research and Statistics, SEMI
    • Source: WSTS/SIA Billions of Units 0.0 2.0 4.0 6.0 8.0 10.0 12.0 14.0 16.0 Jan- Mar-03 May 03 -0 Jul-0 3 Sep- 3 Nov-03 0 Jan-0 3 Mar 4 May-04 -0 Jul-0 4 Sep- 4 Nov-04 0 Jan- 4 Mar 05 May-05 -0 Jul-0 5 Sep- 5 Nov-05 0 Jan- 5 Mar 06 May-06 -0 Jul-0 6 Sep- 6 Nov-06 0 Jan-0 6 Mar- 7 May-07 0 Jul-0 7 and ASP Trends Sep- 7 Nov-07 0 Jan- 7 Mar 08 IC Unit (3-month average) May-08 -0 Record IC Unit Shipments Jul-0 8 Sep- 8 Nov-08 0 Jan-0 8 Mar 9 May-09 -0 Jul-0 9 Sep- 9 IC ASP IC Units Nov-09 0 Jan-1 9 Mar- 0 10 $0.00 $0.50 $1.00 $1.50 $2.00 $2.50 US$ Chip demand drives material consumption and capital investment
    • Market Drivers • On-going recovery in economy, though concerns remain (debt, unemployment, economic growth in 2H 2010?, etc.) • Electronics market growth (Gartner) – PC unit production to grow 22% in 2010 – Cell phone unit production to grow 14% • Improving fab utilization – 93% in 1Q per SICAS • Firm average selling prices overall – Rising ASP for DRAM
    • 2010 Semiconductor Revenue Forecasts- Outlook at the New Year 22.4% Future Horizons (Dec 09) 22.0% Semico Research (Jan 10) 15.0% IC Insights (Jan 10) 14.0% VLSI Research (Dec 09) 13.0% Gartner (Nov 09) 12.2% WSTS (Nov 09) 10.4% Henderson Ventures (Jan 1 10.2% SIA (Nov 09) 0% 5% 10% 15% 20% 25% 30% 35% Source: SEMI
    • 2010 Semiconductor Revenue Forecasts- Updated Outlook 31.0% Future Horizons (May 10) 29.8% Semico Research (May 10) 27.0% IC Insights (May 10) 25.0% VLSI Research (May 10) 27.1% Gartner (Jun 10) 28.6% WSTS (Jun 10) 32.7% Henderson Ventures (Jun 1 28.4% SIA (Jun 10) 0% 5% 10% 15% 20% 25% 30% 35% Source: SEMI
    • Semiconductor Cycles- 2010 will be a record year $350 318 100% Global Semiconductor Revenue US $B 309 Annual Growth % (line graph) $300 291 75% 256 248 249 $250 228 226 204 213 50% (bar graph) $200 166 144 137 150 25% 132 126 141 139 $150 102 0% $100 77 55 60 45 49 51 -25% $50 33 $0 -50% 1987 1988 1989 1990 1991 1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010F 2011F 2012F Semiconductor Revenue Annual Growth Source: SIA/WSTS historical year end reports, SIA June 2010 Forecast
    • Fab Spending- More than doubling from 2009 Equipment Spending on Front End Facilities US $ Billion Change (YoY) Taiwan $45 140.0% SE Asia $40 120.0% 100.0% S. Korea $35 80.0% $30 Japan 60.0% $25 40.0% Europe & $20 Mideast 20.0% China $15 0.0% $10 Americas -20.0% $5 -40.0% Change % $- -60.0% 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 • Top spenders: Samsung, GLOBALFOUNDRIES, Intel, TSMC, Hynix, and Toshiba • 45/40 capacity ramp on-going; investments in 32 nm and below • Capacity to increase 8% in 2010 and 7% in 2011 • US$1.3 billion in spending for LED fabs Source: SEMI World Fab Forecast, May 2010
    • Fab Equipment Spending in Europe $3,000 • ~170% increase in 2010 $2,500 • GLOBALFOUNDRIES: • 45/40 nm ramp $2,000 • preparing for 28 nm U S$ Millions • new plans for Dresden expansion $1,500 • ST Micro: $1,000 • Crolles2, 32 nm prototype $500 • Bosch: • 200 mm fab $- 2007 2008 2009 2010 2011 • IMEC: • Extension of 300 mm Source: SEMI World Fab Forecast May 2010
    • Packaging and Test Equipment Spending in Europe $600.0 $500.0 $400.0 US$ Millions $300.0 $200.0 $100.0 $0.0 2007 2008 2009 2010F 2011F Europe 545 421 188 260 300 Source: SEMI
    • Semiconductor Materials Market in Europe $4.0 $3.5 $3.0 $2.5 US$ Billions $2.0 $1.5 $1.0 $0.5 $0.0 2007 2008 2009 2010F 2011F Europe 3.68 3.32 2.52 2.89 3.09 Source: SEMI Materials Market Data Subscription May 2010
    • Summary • Record year for semiconductor sales and unit shipments, continuing growth in 2011 • Strong capital/equipment spending plans – Ramping advanced technologies – Capacity expansion • European market – Investing in advanced technologies – $5 billion per year to be spent on semiconductor equipment and materials in both 2010 and 2011
    • SEMICON Europa 2010 Update Heinz Kundert President, SEMI Europe
    • SEMICON Europa 2010 Overview • Date: October 19-21, 2010 • Location: Messe Dresden, Germany – GLOBALFOUNDRIES and Infineon fabs and 240 related semiconductor companies nearby • Exhibition and related conference • New for 2010: Co-located with Plastic Electronics Conference
    • Investment in Europe • Big investment in Europe – spending over US$2.8 billion expected this year* – GLOBALFOUNDRIES (Dresden)—$1.35B • Recently announced a new 300 mm fab plan to increase capacity to 80,000 wpm – Intel $740M (includes Israel) – ST ~$200M – IMEC ~$150M – Bosch ~$80M • SEMICON Europa continues to be the most important semiconductor industry event in Europe *Source: World Fab Forecast, SEMI
    • Attendee Profile • SEMICON Europa is an international and pan- European event – 6000+ professional attendees – 50+ countries represented – Buying teams and engineers from all major European Fabs – 50% represent Management Level – 65% are involved in Product Selection and Purchasing Decisions
    • SEMICON Europa 2010: Focused on hot topics and critical industry issues • MEMS/MST Applications • Advanced Packaging • Test • Solid State Lighting • Foundries Manufacturing Challenges • Fab Enhancement and Improvement • Research and Development
    • SEMICON Europa 2010: Special Interest Pavilions • Science Park / European Research and Development Centers • MEMS Pavilion • Packaging and Test Pavilion • Secondary Equipment Pavilion • French Pavilion • Silicon Saxony Pavilion • Scottish Pavilion • New York Loves Nanotech Pavilion • SEMI Pavilion
    • New for 2010: Plastic Electronics Conference • The co-location with the Plastic Electronics Conference makes use of many synergies the two events are offering • Learn more about tomorrow's technology and applications • Connect with 500+ conference attendees from this emerging industry
    • Semiconductors matter in Europe • SEMICON Europa is the ideal forum for the industry to meet and to collaborate on common interests and issues including: – European competitiveness – Collective identity – European Commission initiatives (e.g. Key Enabling Technologies) – Maintaining powerful ecosystems – Collaboration of Clusters – European R&D projects – Individual initiatives
    • SEMICON Europa: Your Platform for Success • No other event in Europe offers you the same great opportunities at one time under one roof: – Meet with new and existing customers – Meet with your OEM partners – Showcase your products and brand – Network among industry peers – Demonstrate and learn about new technologies – Learn about industry trends – Maintain and enlarge your network
    • SEMICON Europa 2010 Programs Update Carlos Lee Senior Manager, SEMI Europe
    • SEMICON Europa 2010: Programs • 41 programs and events scheduled – 12 Technology conferences – 13 Free technology and standardization sessions – 4 Executive and networking events – 12 Courses • Key Segments at SEMICON Europa – Semiconductor front-end and back-end – MEMS Micro-Electro-Mechanical Systems – Plastic Electronics
    • Leading companies presenting at SEMICON Europa 2010 Companies that have confirmed their participation in conferences and programs at SEMICON Europa 2010 include: • Altis • Analog Devices • Bosch • Colibrys • CSR (Cambridge Silicon Radio) • Freescale • GLOBALFOUNDRIES • Infineon • Intel • IBM • Lfoundry • Micron • Nanium • Nokia • Numonyx • NXP • Osram • STMicroelectronics • Texas Instruments • Thales • X-Fab
    • Segments/Hot Topics • Semiconductor – Front-End/Wafer Processing • New Materials • Automation and Process Control • Metrology Sponsors • Lithography • Refurbished Equipment • 450mm – Back-End/Test, Assembly & Packaging • Integrated analog/mixed signal test; improvements in test operations; docking and mounting • Packaging technologies for system integration; embedded wafer level packaging; alternative device packaging • MEMS – MEMS applications; manufacturing strategies and challenges; MEMS process technologies • Plastic Electronics www.semiconeuropa.org/ProgramsandEvents
    • Technical Conference Keynotes • "Trends for Automotive Micromechanical Sensors" – Bosch • "Monolithic to Multi Chip: Smart Partitioning" – Analog Devices • "III-V and III-V on Si for Future Nanoelectronics" – Intel • "Systems Design Drives Package Design, Drives Silicon Design" – CSR • "Revolution and Evolution of Consumer MEMS Applications" – Bosch Sensortec • "High Brightness Phosphor Converted White LEDs" – Osram Opto Semiconductors • "RF and Optoelectronic System Applications of Compound Semiconductors" – Thales • "Substitute Materials for High-Lead Solders" – Robert Bosch GmbH
    • TechARENA • Free technical sessions and exhibitor presentations – New Materials – Automation and Process Control – Metrology – Lithography – Secondary equipment, services, and technology Sponsors – Exhibitor presentations • Exhibitor presentation topics: Materials, automation and process control, MEMS, materials, test, packaging, lithography, refurbished equipment
    • Exhibitor Opportunities: Get engaged, get connected • TechARENA exhibitor • Standards meetings presentation opportunities – Compound Materials – MEMS – Silicon Wafer – Test – Gases and Liquid Chemicals – Packaging – Equipment Automation – R&D – Environmental, Health, and – Metrology Safety – Materials SEMICON Europa is your – Process control/Automation – Lithography platform for exchanging – Refurbished/secondary information and driving equipment technology advancements forward
    • Summary Programs Update • 41 Programs and Events • Key segments – Semiconductor front-end and back-end – MEMS Micro-Electro-Mechanical Systems – Plastic Electronics • All major European fabs present www.semiconeuropa.org/ProgramsandEvents
    • Plan now to exhibit! • Contact us: – Exhibition and Sponsorship Contacts Beat Mueller bmueller@semi.org Stephan Raithel sraithel@semi.org – Programs and Standards Contact Carlos Lee clee@semi.org www.semiconeuropa.org