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SEMICONDUCTEURS « Moteurs de l’Industrie ». Conseil d’Orientation du GIP CNFM 30 novembre 2011. Gérard MATHERON Président du GIP CNFM SITELESC Chairman. SEMICONDUCTORS ARE EVERYWHERE. Source Décision may 2010. VALUE ADDED PYRAMID. Market turnover in 2009. Telephony Operators.
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SEMICONDUCTEURS « Moteurs de l’Industrie » Conseil d’Orientation du GIP CNFM 30 novembre 2011 Gérard MATHERON Président du GIP CNFM SITELESC Chairman GIP CNFM CO 30/11/11 GM
SEMICONDUCTORS ARE EVERYWHERE Source Décision may 2010 GIP CNFM CO 30/11/11 GM
VALUE ADDED PYRAMID Market turnover in 2009 Telephony Operators Pay TV 6 800B$ Services Oth.Services Internet Industrial Automobile Application domains others Defense 1 600 B$ Electronic Eqpt Full chain competitiveness is dependant on key technologies Microelectronics 298 B$ Equipment 40 B$ Materials 47 B$ Source Décision 2010 GIP CNFM CO 30/11/11 GM
TRENDS IN THE GLOBAL PLAYING FIELD Europe Americas Japan Asia Global market share GIP CNFM CO 30/11/11 GM • A maturing industry • Global slow down of revenue market growth from 15% to 6% over the last decade, while keeping a double digit volume growth • The market is moving to Asia • Europe’s share of the market declining from 21% to 16% since 2000 • Growing importance of the consumer markets, which represent more than 60% of the global market
SEMICONDUCTOR MARKET DEVELOPMENT 420 40% CAGR 6% 20% 340 260 0% Sales ($B) Annual Growth Rate 180 -20% 100 -40% 1995 2000 2005 2010 (was 15% from the 1960s to 1995) Source: WSTS, June2011 GIP CNFM CO 30/11/11 GM
SEMICONDUCTORS TOP LEAGUE • Main evolutions: • UP: Fabless and Foundries Taiwan and Korea • DOWN: Japan and Europe Si Foundry Fabless GIP CNFM CO 30/11/11 GM
IDMS STILL THE DOMINANT MODEL GIP CNFM CO 30/11/11 GM
SEMICONDUCTOR R&D INTENSITY GIP CNFM CO 30/11/11 GM
EU MARKET SHARE BY ELECTRONIC APPLICATIONS GIP CNFM CO 30/11/11 GM
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… • Each cluster develops Excellence via: • Cooperation & synergies • Joint education programs • Shared know-how • Resources management… 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) Source: EECA – ESIA (2008) GIP CNFM CO 30/11/11 GM
MICROELECTRONICS IN FRANCE Semiconductorsattract JOBS Source AEPI, 2011 GIP CNFM CO 30/11/11 GM
EUROPE: A CHANGING LANDSCAPE ( AT LAST!…) GIP CNFM CO 30/11/11 GM
KEY ENABLING TECHNOLOGIES GIP CNFM CO 30/11/11 GM
SC IS A KEY ENABLING TECHNOLOGY Source KET HLG Report, June 2011 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 GIP CNFM CO 30/11/11 GM
PUBLIC FUNDING FOCUSING GIP CNFM CO 30/11/11 GM
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 environment TRL 5 = Technology validation in a relevant environment TRL 4 = Technology validation in a laboratory environment TRL 3 = Analytical and experimental critical function and/or characteristic proof-of-concept TRL 2 = Technology concept and/or application formulated TRL 1 = Basic principles observed and reported KET’s pilot lines KET’s Advanced research GIP CNFM CO 30/11/11 GM
SUMMARY • Europe stillawake and healthyin Electronics • Plenty of opportunities for successful applications of Silicon technologies • In Europe, competitiveclusters ensure: • Top-class siliconprocessdevt via local and ww alliances • Design Platform expertise for complex system-on chip development • Service-orientedmanufacturing • Politiciansrediscover the benefit of Industry and willtakemeasures to restore the competitiveness of Europe NO, designing and manufacturing advanced semiconductors in Europe is not an Utopia ! Let’s continue the success stories… GIP CNFM CO 30/11/11 GM