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� Economic momentum� Latest WSTS market forecast – hot off the press – a very good year and
a positive outlook in front of us.� Will Europe be able to capitalise on these market opportunities?� Why care? => S/c bellwether / key enabling technology: if you get it right
here, then there are good chances of getting it right elsewhere
� Political momentum� Renewal of industrial/innovation policy also in Europe � Unique new political constellation� Key Enabling Technologies (KETs) initiative as test cases – from words
to deeds
� In back up: � about ESIA and WSTS� unit growth forecast� distribution of European s/c market by application & EU Member State� List of KETs EC High Level Group members
Till 1993 Japan sales region #1, then replaced by the Americas
At that time the shift to Asia started
Since 2001 Asia/Pacific – and here mainly China, Taiwan and Korea –became the #1 region, due to shift of electronic equipment production.
Share of Europe till 2002 more or less constant, then gradual loss of market share in Europe.
The Chinese semiconductor market has passed the American and European in 2008 and the Japanese in 2009. Today about one quarter of the total world wide microelectronic production is shipped to China.
Communications –wired and wireless, mobile, RF connectivity solutions (Bluetooth, GPRS..), telecommunications, traditional telecom equipment, home networking equipment
Consumer - entertainment, radio, TV, VCR, personal or home appliance, cameras, games, etc.
Automotive –powertrain, safety management, body and convenience, engine controls entertainment...
Computer & Office -mainframe, peripheral office equipment and personal computers
Industrial & Instrument -lab, test, control and measurements
Source WSTS
Semiconductors are for the Information Society what grain Semiconductors are for the Information Society what grain was for the agrarian, and iron & steel were for the was for the agrarian, and iron & steel were for the
industrial societyindustrial society ……
Shanghai Museum of Urban Development, 2004Shanghai Museum of Urban Development, 2004
Seizing the economic momentum Semiconductors are a key enabling industry
� S/c industry is symptomatic of Europe’s challenges:�Lack of global level playing field & EU framework conditions are leading to the potential loss of attractiveness of Europe for the s/c industry.
� Industrial/innovation policy applicable across many sectors, potentially delivering answers to:
�R&D recommendations - soaring R&D costs for European R&D intensive industries)�Market pull - falling European market shares�Manufacturing - falling European production levels�Lack of a global playing field
Economic momentum:� S/c industry is looking ahead again - WSTS forecasts a 29% growth
ww & a 28% growth in Europe for 2010, followed by two further growth years.
� Will Europe continue to lose market share & production levels? Can the negative trend be reversed?
� As a bellwether and enabling sector for the economy, companies are forced to find solutions everywhere – Europe has it in its hands to capture trends in Europe for this and other key enabling technologies
� We all have to move fast– the time is now!
Political momentum:� New Commission, new EP, new EU Treaty
� New industrial innovation policy (at last)
� KETs & HLG as test case – let’s move from words to deeds in Europe!
� EECA-ESIA and WSTS: ESIA, the European Semiconductor Industry Association holds an exclusive license agreement with the WSTS for the region of Europe, Middle East and Africa (EMEA). WSTS monthly data in full product detail are available via subscription.
� ABOUT EECA-ESIA: The mission of the European Semiconductor Industry Association (EECA-ESIA) is to represent, promote and defend the vital interests ofthe European-based semiconductor industry and ensure its competitiveness in the global market. The semiconductor industry provides the key enabling technologies at the forefront of the development of the Information Society. This sector supports around 115,000 jobs directly and up to 500,000 induced jobs in Europe, in a market valued at over EUR 21bn ($30bn) in 2009. Website: www.eeca.eu
� About WSTS: Established in 1986, WSTS is an organization of 65 semiconductorcompanies from all over the world representing more then 80% of the world's semiconductor market. Its mission is to provide timely, accurate and authentic semiconductor market data on industry product shipments in a product line form serving the broad marketing and executive needs, therefore documenting past - and anticipating future business trends. More information on the WSTS website at www.wsts.org
Overheated growth leads – in addition to rising prices – to high excess inventory (extreme in 2000). The result are decreasing units and prices and as consequence collapsing sales.
Best example 2001: Extreme crash of total semiconductor market
Since mid 2005 IC unit development again significantly above long term trend, although no excess inventory build up was reported.
Since 10.2008 strongest collapse and since 3.2009 strongest growth ever recognized in semiconductor history.Consequence: In spite of the worst economic crises since more then 60 years, IC units reached the long term trend again since 12.2009.
�� Semiconductors are for the Information Society what grain was Semiconductors are for the Information Society what grain was for the agrarian, and iron & steel were for the ind ustrial sociefor the agrarian, and iron & steel were for the ind ustrial socie tyty ……
Shanghai Museum of Urban Development, 2004Shanghai Museum of Urban Development, 2004
““Key Enabling Technologies such asKey Enabling Technologies such as …… semiconductorssemiconductors ……are of are of exceptional importance for being at the forefront o f managing exceptional importance for being at the forefront o f managing the shift to a low carbon, knowledgethe shift to a low carbon, knowledge --based economybased economy …… They are They are the main driversthe main drivers …… needed for addressing major societal needed for addressing major societal challenges. Therefore the Commission proposes to de velop and challenges. Therefore the Commission proposes to de velop and implement a European vision for the industrial depl oyment of implement a European vision for the industrial depl oyment of such technologies in the EU.such technologies in the EU. ””
EU Commission Communication on EU Commission Communication on KETsKETs, Sept. 2009, Sept. 2009
To represent, promote and defend the vital interests of the European-based semiconductor industry and to ensure its competitiveness in the global market
President: Mr Jean THERME (Director of CEA (French Atomic Energy Commission) in Grenoble).
Members:Prof. Luigi AMBROSIO , (Director of the Institute for Composite Biomedical Materials). Mr Giorgio ANANIA (Chairman of Cube Optics). Dr. A-J AUBERTON-HERVE (CEO of SOITEC). Mr Andrea BENASSI (Secretary General of UEAPME). Mr Peter BAUER (CEO of Infineon). Dr. Daniel BERNARD (Scientific Vice President of ARKEMA). Mr Carlo BOZOTTI (CEO of STMicroelectronics). Prof. Hans-Jörg BULLINGER (President of Fraunhofer-Gesellschaft). Dr. Spase DRAKUL (CEO of THYIA Tehnologije). Lord (Paul) DRAYSON, State Minister for Science and Innovation. Mr Javier EGUREN (CEO of NICOLAS-CORREA). Ms Anne De GUIBERT (Research Director of Saft Group). Dr. Winfried HOFFMANN (President of the European Photovoltaic Industry Association, EPIA). Jochen HOMANN , Staatssekretär in the Ministry of Economics. Dr. Andre KOLTERMANN (Group Vice President of Süd-Chemie). Prof. Erkki LEPPÄVUORI(President of VTT Technical Research Center of Finland). Mr Jan MENGELERS (President of the Netherlands Organization for Applied Scientific Research). Mr Jim O’HARA(General Manager Intel Ireland). Mr J Richard PARKER (Director at Rolls Royce). Mr Richard PELLY (Chief Executive of European Investment Fund). Dr. Wolfgang PLISCHKE (Board Member of BAYER). M. Luc ROUSSEAU , General Director in the Ministry of Industry. Mr Frank ROZELAAR (Non-executive Chairman of QinetiQ). Mr Marc van SANDE (Chief Technology Officer and Vice President of UMICORE). Mr Gerald SCHOTMAN (Chief Technology Officer of Royal Dutch Shell). Dr. Lars STROMBERG(Vice President Vattenfall AB).