semicon eu 2010
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TRANSCRIPT
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Global and European Market and
SEMICON Europa 2010 Webinar
Our program will begin momentarily…
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SEMICON Europa 2010 Webinar
Beat Mueller
Director, Members Relations
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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
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Semiconductor Industry Update
Dan Tracy
Senior Director, Industry Research and Statistics, SEMI
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Record IC Unit Shipments
Source: WSTS/SIA
Chip demand drives material consumption and capital investment
IC Unit (3-month average)
and ASP Trends
0.0
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Jan-03
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Mar-10
Billions of Units
$0.00
$0.50
$1.00
$1.50
$2.00
$2.50
US$
IC Units
IC ASP
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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
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2010 Semiconductor Revenue Forecasts-Outlook at the New Year
Source: SEMI
10.4%
12.2%
13.0%
14.0%
15.0%
22.0%
22.4%
10.2%
0% 5% 10% 15% 20% 25% 30% 35%
SIA (Nov 09)
Henderson Ventures (Jan 10)
WSTS (Nov 09)
Gartner (Nov 09)
VLSI Research (Dec 09)
IC Insights (Jan 10)
Semico Research (Jan 10)
Future Horizons (Dec 09)
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2010 Semiconductor Revenue Forecasts-Updated Outlook
Source: SEMI
32.7%
28.6%
27.1%
25.0%
27.0%
29.8%
31.0%
28.4%
0% 5% 10% 15% 20% 25% 30% 35%
SIA (Jun 10)
Henderson Ventures (Jun 10)
WSTS (Jun 10)
Gartner (Jun 10)
VLSI Research (May 10)
IC Insights (May 10)
Semico Research (May 10)
Future Horizons (May 10)
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Semiconductor Cycles-2010 will be a record year
3345 49 51
55 6077
102
144132137126
150
204
139141
166
228
256249
318
226
309291
248
213
$0
$50
$100
$150
$200
$250
$300
$3501987
1988
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1995
1996
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
2007
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2009
2010F
2011F
2012F
-50%
-25%
0%
25%
50%
75%
100%
Semiconductor Revenue Annual Growth
Source: SIA/WSTS historical year end reports, SIA June 2010 Forecast
Global Semiconductor Revenue US $B
(bar graph)
Annual Growth % (line graph)
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Fab Spending-More than doubling from 2009
Source: SEMI World Fab Forecast, May 2010
Equipment Spending on Front End Facilities
$-
$5
$10
$15
$20
$25
$30
$35
$40
$45
2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010
US $ Billion
-60.0%
-40.0%
-20.0%
0.0%
20.0%
40.0%
60.0%
80.0%
100.0%
120.0%
140.0%
Change (YoY) Taiwan
SE Asia
S. Korea
Japan
Europe &Mideast
China
Americas
Change %
• 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
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Fab Equipment Spending in Europe
$-
$500
$1,000
$1,500
$2,000
$2,500
$3,000
2007 2008 2009 2010 2011
US$ Millions
Source: SEMI World Fab Forecast May 2010
• ~170% increase in 2010
• GLOBALFOUNDRIES:• 45/40 nm ramp• preparing for 28 nm• new plans for Dresden expansion
• ST Micro:• Crolles2, 32 nm prototype
• Bosch:• 200 mm fab
• IMEC: • Extension of 300 mm
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Packaging and Test Equipment Spending in Europe
$0.0
$100.0
$200.0
$300.0
$400.0
$500.0
$600.0
Europe 545 421 188 260 300
2007 2008 2009 2010F 2011F
US$ Millions
Source: SEMI
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Semiconductor Materials Market in Europe
$0.0
$0.5
$1.0
$1.5
$2.0
$2.5
$3.0
$3.5
$4.0
Europe 3.68 3.32 2.52 2.89 3.09
2007 2008 2009 2010F 2011F
US$ Billions
Source: SEMI Materials Market Data Subscription May 2010
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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
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SEMICON Europa 2010 Update
Heinz Kundert
President, SEMI Europe
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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
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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
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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
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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
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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
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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
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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
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SEMICON Europa:Your Platform for Success
• No other event in Europe offers you the same great opportunitiesat 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
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SEMICON Europa 2010
Programs Update
Carlos Lee
Senior Manager, SEMI Europe
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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
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Leading companies presenting at SEMICON Europa 2010
• Altis
• Bosch
• CSR (Cambridge Silicon Radio)
• GLOBALFOUNDRIES
• Intel
• Lfoundry
• Nanium
• Numonyx
• Osram
• Texas Instruments
• X-Fab
• Analog Devices
• Colibrys
• Freescale
• Infineon
• IBM
• Micron
• Nokia
• NXP
• STMicroelectronics
• Thales
Companies that have confirmed their participation in conferencesand programs at SEMICON Europa 2010 include:
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Segments/Hot Topics• Semiconductor
– Front-End/Wafer Processing
• New Materials• Automation and Process Control • Metrology• 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
Sponsors
www.semiconeuropa.org/ProgramsandEvents
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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" – OsramOpto Semiconductors
• "RF and Optoelectronic System Applications of Compound Semiconductors" – Thales
• "Substitute Materials for High-Lead Solders" – Robert Bosch GmbH
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TechARENA
• Free technical sessions and exhibitor presentations
– New Materials
– Automation and Process Control
– Metrology
– Lithography
– Secondary equipment, services, and technology
– Exhibitor presentations
• Exhibitor presentation topics: Materials, automation and process control, MEMS, materials, test, packaging, lithography, refurbished equipment
Sponsors
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Exhibitor Opportunities:Get engaged, get connected
• TechARENA exhibitor presentation opportunities– MEMS
– Test
– Packaging
– R&D
– Metrology
– Materials
– Process control/Automation
– Lithography
– Refurbished/secondary equipment
• Standards meetings– Compound Materials
– Silicon Wafer
– Gases and Liquid Chemicals
– Equipment Automation
– Environmental, Health, and Safety
SEMICON Europa is your
platform for exchanging
information and driving
technology advancements
forward
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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
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Plan now to exhibit!
• Contact us:
– Exhibition and Sponsorship ContactsBeat Mueller [email protected] Raithel [email protected]
– Programs and Standards ContactCarlos Lee [email protected]
www.semiconeuropa.org