How To Make A Profit From Semiconductors

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(1)

Dr. Andreas Wild

Executive Director

Die Halbleiter Industrie in

der Welt, in Europa und in

Deutschland

(2)

1. Semiconductors, a few basic ideas

2. Semiconductors in the world

3. Semiconductors in Europe

4. Semiconductors in Germany

5. What to do ?

(3)

Moore’s Law Driver: Cost per Function

The unparalleled cost reduction is the combined effect of

miniaturization of the devices and increased of wafer size

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Semiconductor Total Available Market

and Silicon Production

km

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B$

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1.

Number 1: U.S.A. with 48% market share, fastest growing:

Asia/Pacific

 U.S.A. is investing in semiconductors

o

Over 4 years, >3 times as much as Europe

o

about 1.5 times as much as Japan, Taiwan or Korea

2.

Direction of U.S.A. investments :

 65 percent of capital spending on wafer fabs is in U.S.A

 75% R&D spending is in U.S.A.

 Offshore R&D spending mostly to Europe and ROW

(India, Israel, Singapore, Malaysia...

o

not to Korea, nor Taiwan

o

R&D spending in China is very small but growing

Source:MAINTAINING AMERICA’S COMPETITIVE EDGE: GOVERNMENT POLICIES AFFECTING SEMICONDUCTOR INDUSTRY R&D AND MANUFACTURING ACTIVITY (A White Paper prepared by Dewey & LeBoeuf for the Semiconductor

Industry Association, March 2009)

Who Leads ?

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300mm Wafers Dominate

After IC Insights, July 2009

Thousands of wafers

(200mm equivalent)

40-50%

on 300mm

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Europe in Top 20

Top 20 Semiconductor Companies

Market share, Europeans inTop 20

No European company grew into Top 20 in the last 10 years

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Would Joint Undertakings Help ?

COUNCIL REGULATION No 72/2008

setting up the ENIAC Joint Undertaking

The ENIAC Joint Undertaking shall increase and

leverage private and public investments in

nanoelectronics

contributing to strengthening

Europe’s future growth, competitiveness and

sustainability

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ROADMAP FOR JOINT TECHNOLOGY INITIATIVES

"Keys for success"

Additionality: Each JTI must be able to demonstrate how its establishment will

lead to additional research being undertaken by industry…

Role of Member States: For those JTIs which foresee the involvement of

Member States as founding fathers, the role of Member States in the JTI

decision-making process must be clarified ... This concerns notably the two JTIs

in the field of ICT (ARTEMIS and ENIAC).

Market failure: Each JTI is expected to provide details of the nature and extent

of market failure in the areas it is addressing and to demonstrate how public

intervention through a public-private partnership will overcome the market

failure effectively and will achieve the desired economic and social effects.

Governance: Each JTI must describe the decision-making and management

bodies

EC Communication from 9 November 2006

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Additionality of funding

in ENIAC Joint Undertaking

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Governance of ENIAC Joint Undertaking

Governing Board

AENEAS, Public Authorities

Meetings chaired by IRC Chairperson

Executive Director

Secretariat

Public Authority Board

European Commission,

Member and Associated States

Industry and Research

Committee

Nominated by AENEAS

• The Governing Board approves the

research agenda, the budget and

procedures, provides overview

• The Executive Director makes it work

(issues calls, selects and monitors projects)

•The Public Authorities approve the

annual strategy implementation and

the grants

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Role of Member States

0

100

200

300

400

500

600

700

2008

2009

2010

2011

2012

2013

ENIAC Joint Undertaking

Total Eligible Costs and Public Funding Planned per Year

R&D Actors

JU

MAS

55%

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Member States Commitments 2008-2010

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Modern Times Started 10 Years Ago in Germany…

Organization

Infineon / Motorola Joint Venture

Location

Dresden

Established

February 1998

Development Line

Part of Module 2, Infineon Dresden Fab

Area

approx.

2000 m²

Class

1.0

Manpower

Engineer

140

Operator

230

Support

80

Sposorship

BMBF 10/1997 - 03/2001(incl. partners)

State of Saxony

Technology

0.25 µm - 0.2 µm CMOS

Product drivers

64 Mb DRAM / 256 Mb DRAM

VISION

VISION

P i o n e e r

a b r e a k t h r o u g h

i n

s e m i c o n d u c t o r

m a n u f a c t u r i n g

e f f e c t i v e n e s s

D r e s d e n , G e r m a n y

64 M DRAM

SEMICONDUCTOR300

D e c e m b e r 1 9 9 8

S e p t e m b e r 1 9 9 9

F u n c t i o n a l

Q u a l i f i e d

• Dr. Peter Kuecher (Infineon)

• Horia Grecu (Motorola)

2000 Award

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German Foundries

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1. Fund basic research

2. Make R&D tax credits permanent

3. Ensure a world-class work force

4. Reform "green card" policies to attract the best

and brightest

5. Streamline export regulations

6. Invest in clean energy

7. Enact competitive tax policies that encourage

investment in America

Semiconductor Industry Association

“Choose to compete” recommendations to the U.S.A.

Government

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1. Develop a European vision for the industry

2. Increase funding for R&D and manufacturing

3. Promote the microelectronics supply chain

4. Cultivate education and welcome talent

5. Protect and enforce intellectual property

6. Involve SEMI Europe in new EHS legislation

SEMI White Paper

6 Recommendations to the European Union and National

Governments to Increase Europe’s Microelectronic Industry

Competitiveness

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1.

Reach quick and firm agreement between the EU and Member States

on priority segments for lead markets

2.

Support/implement identified lead market initiatives

3.

Create critical mass encouraging standardization and interoperability

4.

Drive demonstration projects

5.

Double the funding levels from €0.6bn to €1.5bn per year within 5 years

6.

Revise rules for eligibility for funding beyond pre-competitive projects

7.

Recommend to Member States to introduce/expand R&D tax credits

8.

Reconsider the EU’s state aid rules for semiconductor investments

9.

Facilitate an EIB loan policy for the semiconductors with an allocation of

up to €5bn

EECA/ESIA

Nine immediate EU measures to preserve European

semiconductor industry capabilities and ensure the industry’s

contribution to economic growth

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Goal: stimulate investments in Europe, create a

global level playing field

1. Common European strategy for semiconductors

(investment incentives, legislation for global competition)

2. Adjustment of procurement regulations for R&D

3. Improvements in the German tax legislation (minimum

taxation, loss carry forward)

4. Further development of PPP involving industry, academic

research and public means

5. Investment-friendly ESH regulations

6. Consistent, efficient customs procedures

ZVEI Recommendations (Okt 2007)

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1. EC: Key Technology Initiatives, High-Level Group

2. Intensive initiatives by various associations

►Difficulty to overcome fragmentation

How are we doing ?

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Public Private Partnerships

marrying political will and private entrepreneurship

are the way forward

for the Key Enable Technologies

What to do ?

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Figure

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References

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