Upload
felix-taylor
View
213
Download
1
Tags:
Embed Size (px)
Citation preview
GIP CNFM CO 30/11/11 GM 1
SEMICONDUCTEURS« Moteurs de l’Industrie »
Conseil d’Orientation du GIP CNFM30 novembre 2011
Gérard MATHERON Président du GIP CNFMSITELESC Chairman
GIP CNFM CO 30/11/11 GM
SEMICONDUCTORS ARE EVERYWHERE Audio & Vidéo
15%
Computer24%
Telecoms20%
Aero/Defense & Security
10%
Automotive8%
Industrial & Medical
17%
Household Appliances
6%
Source Décision may 2010
2
GIP CNFM CO 30/11/11 GM
VALUE ADDED PYRAMID
Market turnover in 2009
Full chain competitiveness is dependant on key technologies Microelectronics
Electronic Eqpt
Services
Application domains
1 600 B$
298 B$
6 800B$
Automobile IndustrialInternet
Defense others
Telephony Operators Pay TV
Oth.Services
Materials 47 B$
Equipment 40 B$
Source Décision 2010
3
GIP CNFM CO 30/11/11 GM
• A maturing industry o Global slow down of revenue market growth from 15% to 6% over the
last decade, while keeping a double digit volume growtho The market is moving to Asia o Europe’s share of the market
declining from 21% to 16% since 2000
o Growing importance of the consumer markets, which represent more than 60% of the global market
TRENDS IN THE GLOBAL PLAYING FIELD
Europe
Americas
Japan Asia
Global market share
4
5GIP CNFM CO 30/11/11 GM
SEMICONDUCTOR MARKET DEVELOPMENT
Source: WSTS, June2011
-40%
-20%
0%
20%
40%
Annual G
row
th R
ate
100
180
260
340
420
Sale
s ($
B)
CAGR 6%
1995 2000 2005 2010
(was 15% from the 1960s to 1995)
GIP CNFM CO 30/11/11 GM
SEMICONDUCTORS TOP LEAGUE
Si Foundry
Fabless
6
Main evolutions:
- UP: Fabless and Foundries Taiwan and Korea
- DOWN: Japan and Europe
GIP CNFM CO 30/11/11 GM
IDMS STILL THE DOMINANT MODEL
7
GIP CNFM CO 30/11/11 GM
SEMICONDUCTOR R&D INTENSITY
8
GIP CNFM CO 30/11/11 GM
9
EU MARKET SHARE BY ELECTRONIC APPLICATIONS
GIP CNFM CO 30/11/11 GM
10
SEMICONDUCTORS PRODUCTION SITES IN EU
GIP CNFM CO 30/11/11 GM
EU SEMICONDUCTOR INDUSTRY CLUSTERING• Semiconductor Clusters in Europe: built around Universities , Research
& Design Centers, Manufacturing Plants, Mask Shops, Equipment and Material Suppliers, various SME’s…
supported by local & national Public Authorities
• 3 of these technology clusters include Advanced Manufacturing on 300mm wafers:– Dresden (Germany)– Leixlip-Dublin (Ireland)– Crolles-Grenoble (France)
• Each cluster develops Excellence via: – Cooperation & synergies– Joint education programs– Shared know-how– Resources management…
Source: EECA – ESIA (2008)
11
GIP CNFM CO 30/11/11 GM
MICROELECTRONICS IN FRANCE
Source AEPI, 2011
12
Semiconductors attract JOBS
GIP CNFM CO 30/11/11 GM
EUROPE: A CHANGING LANDSCAPE ( AT LAST!…)
13
GIP CNFM CO 30/11/11 GM
KEY ENABLING TECHNOLOGIES
14
GIP CNFM CO 30/11/11 GM
SC IS A KEY ENABLING TECHNOLOGY
Source KET HLG Report, June 2011
15
GIP CNFM CO 30/11/11 GM
KET’S HLG RECOMMENDATIONS Make KETs a technological priority for Europe The EU should apply the TRL scale R&D definition Fully exploit the scope of relevant R&D definitions. Rebalancing of EU RDI funding programmes A strategic approach to KETs programmes Establish an appropriate set of rules to implement KETs
programmes Combined funding mechanisms KETs state aid provisions Globally competitive IP policy in Europe Build, strengthen and retain KETs skills A European KETs observatory and consultative body
Source KET HLG Report, June 2011
16
GIP CNFM CO 30/11/11 GM
PUBLIC FUNDING FOCUSING
17
GIP CNFM CO 30/11/11 GM
18
TECHNOLOGY READINESS LEVELS
TRL 9 = Actual technology system qualifiedthrough successful mission operations
TRL 8 = Actual technology system completed and qualifiedthrough test and demonstration
TRL 7 = Technology prototype demonstrationin an operational environment
TRL 6 = Technology demonstration in a relevant environmentTRL 5 = Technology validation in a relevant environmentTRL 4 = Technology validation in a laboratory environmentTRL 3 = Analytical and experimental critical function and/or
characteristic proof-of-conceptTRL 2 = Technology concept and/or application formulatedTRL 1 = Basic principles observed and reported
KET’spilotlines
KET’sAdvancedresearch
GIP CNFM CO 30/11/11 GM
• Europe still awake and healthy in Electronics• Plenty of opportunities for successful applications of Silicon technologies• In Europe, competitive clusters ensure:
– Top-class silicon process devt via local and ww alliances– Design Platform expertise for complex system-on chip development– Service-oriented manufacturing
• Politicians rediscover the benefit of Industry and will take measures to restore the competitiveness of Europe
NO, designing and manufacturing advancedsemiconductors in Europe is not an Utopia !Let’s continue the success stories…
SUMMARY
19