Wednesday, November 15, 2017
Session

Market Briefing

Chair Christian Gregor Dieseldorff, Director Industry Research & Analysis, SEMI
Christian Gregor Dieseldorff

Christian Gregor Dieseldorff
Director Industry Research & Analysis
SEMI

Christian Gregor Dieseldorff

Biografie
Chris has over 30 years of industry experience. For 15 years he was engaged in various engineering and management position in R&D and pilot lines at Siemens (Munich), IBM (New York), I300I & International Sematech (Austin, Texas), and Infineon in San Jose, California. Since 2002 he worked as senior industry analyst and director of market research first for Strategic Marketing Associates and since 2007 for SEMI.

10:00 Introduction
10:05
200mm fabs still flexing muscles
  Christian Gregor Dieseldorff, Director Industry Research & Analysis, SEMI
200mm fabs still flexing muscles
Christian Gregor Dieseldorff

Christian Gregor Dieseldorff
Director Industry Research & Analysis
SEMI

Christian Gregor Dieseldorff

Abstract
In the shadow of other more popular news like about China and Memory, 200mm fabs are still flexing their muscles. About 500K wpm are expected to be added in 200mm fabs, from 2017 to the end of 2021, with over 50 facilities adding capacity including 11 new facilities expected to start operation. The presentation will touch on some of the key findings from the latest update of the "Global 200mm Fab Outlook to 2021" report, recently published and available by SEMI.

Biografie
Chris has over 30 years of industry experience. For 15 years he was engaged in various engineering and management position in R&D and pilot lines at Siemens (Munich), IBM (New York), I300I & International Sematech (Austin, Texas), and Infineon in San Jose, California. Since 2002 he worked as senior industry analyst and director of market research first for Strategic Marketing Associates and since 2007 for SEMI.

10:25
(R)Evolution in Automotive Electronics: New Technologies and Architecture
  Luca De Ambroggi, Senior Principal Analyst, IHS Markit
(R)Evolution in Automotive Electronics: New Technologies and Architecture
Luca De Ambroggi

Luca De Ambroggi
Senior Principal Analyst
IHS Markit

Luca De Ambroggi

Abstract
The increasing electronics system complexity and the need to optimize the development and manufacturing process is driving a revolution in the in-vehicle electronic architecture. The presentation will go through the major drivers and enablers of such transformation and it will describe several factors that have triggered already for few years significant mind-set and architectural transformations for vehicle electronics. Such factors are affecting each single automotive domain, from Body to ADAS, passing through infotainment, and that will be influencing as well the entire vehicle architecture in terms of networking and interconnection of the several electronic control units (ECU). Just facing the vehicle architecture in its globalism, vehicle manufacturers might opportunistically leverage different trends, affecting different domains at different time, to control cost and hardware proliferation. As example, maintaining the overall number of ECUs under control is essential, and it can be achieved by integrating functionality (and ECUs) in a stable automotive domain like infotainment, while increasing the number of feature and ECUs in other segments, like ADAS, which still are quite dynamic, as well as still characterized by a relatively low attach rate. On the innovation side, new technologies will appear and further transform vehicles performance and the semiconductor market. Artificial Intelligence is in evolution: from Infotainment applications (voice and speech recognition) to Autonomous driving. IHS Markit expects AI to enable “real” self-driving vehicle, especially when targeting L4 and L5 autonomous levels. New algorithms and hardware optimized for AI in the automotive segment will materialize in the next few years, changing today´s application scenario.

Biografie
Luca De Ambroggi Senior Principal Analyst, Automotive Electronics & Semiconductors Luca De Ambroggi is responsible for all aspects of systems electronics and semiconductor research for telematics, infotainment, ADAS and related automotive applications. He also supports sales and marketing as well as strategic business development endeavors in the growing European automotive segment. Luca joined the company with 16 years of semiconductor industry experience, including product and design management and technical marketing. Having served a broad range of functions throughout his tenure, he possesses deep technical comprehension as well as an ability to address strategic market and business scenarios. He began his career as a design engineer with STMicroelectronics and has held various technical and marketing positions within both STMicroelectronics and Infineon. Luca graduated from the University of Catania in Electro-Technic Engineering. and he is fluent in Italian, English, and German

10:45
Industrie 4.0 – Can the SMT industry learn from Semiconductors – and vice versa?
  Michael Alexander, Partner, Roland Berger GmbH
Industrie 4.0 – Can the SMT industry learn from Semiconductors – and vice versa?
Michael Alexander

Michael Alexander
Partner
Roland Berger GmbH

Michael Alexander

Abstract
SEMICON Europe, Munich 14th to 17th of November, 2017 Dr. Michael Alexander, Roland Berger GmbH Years before "Industrie 4.0" became a buzzword, the Semiconductor industry has pioneered many innovations to digitize the supply chain and increase manufacturing efficiency. The SMT industry is the natural downstream partner of the Semiconductor industry, but has only started implementing "Industrie 4.0" levers recently, and even the best have made about half of the way yet. In our talk, we show our model for "Industrie 4.0 in SMT" used to benchmark the "Industrie 4.0" readiness of market players. We look at the different levers in HW, SW, and system integration for the SMT industry and discuss which of these levers can make use of Semiconductor best practices, and which of them may be of use for Semiconductors. Munich, 10th of July, 2017

Biografie
Dr. Michael Alexander joined Roland Berger in 2014 as a Partner in the Competence Center for Engineered Products and High Tech. He is an industry expert in the electronics and semiconductor business. His recent consulting work has centered on strategy, business development and R&D management. He has carried out successful projects for international electronics, semiconductor, renewables and machinery groups in Europe, Japan, Southeast Asia and the US. Michael brings more than 15 years of management experience in Europe and Asia to Roland Berger and has worked for companies like Daimler, Siemens and Infineon Technologies. He also spent five years with a large international consultancy. Prior to his work in industry and consulting, he pursued an academic career at the Max-Planck-Institute of Solid State Research and as a Post-Doc at the Industrial Research Institute (IRI) in Yokohama, Japan. In 1991, he received the "Young Scientist Award" from the Werner-von-Siemens-Ring Foundation. Michael holds a Master’s degree from the University of Munich (LMU) and a PhD from the University of Stuttgart in Semiconductor Physics. He has also received vocational training in banking.

11:05
MicroLED Displays: Global Trends & Opportunities for Equipment and Material Suppliers
  Jean-Christophe Eloy, President & CEO, Yole Developpement
MicroLED Displays: Global Trends & Opportunities for Equipment and Material Suppliers
Jean-Christophe Eloy

Jean-Christophe Eloy
President & CEO
Yole Developpement

Jean-Christophe Eloy

Abstract
With the increasing success of OLED, and mounting interest in QLED, emissive technologies have already proven their worth and enabled a variety of consumer products with stunning display performance. But MicroLED could very be another disruptive display technology for a variety of applications. Since the acquisition of startup Luxvue by Apple in 2014 and that of InfiniLED by Facebook-Oculus last year, inorganic LEDs have generated a lot of attention. Compared to existing LCD and OLED displays, microLEDs offer the promise of high brightness, dramatically reduced power consumption and improved image quality. MicroLED displays could serve the needs of and benefit most applications, spanning from wearable and mobile devices to AR/VR, TVs and even large video displays as demonstrated recently by Sony. So what’s missing? The science is here, but the success of the technology will depend on overcoming a variety of engineering and manufacturing challenges. This presentation will provide an overview of microLED display technologies, key benefits and drawbacks, technology challenges, industry landscape and market opportunity. Objective will also to understand which opportunities such emerging technology could offer for equipment and material supplier.

Biografie
Pars MUKISH holds a master degree in Materials Science & Polymers (ITECH - France) and a master degree in Innovation & Technology Management (EM Lyon - France). Since 2015, Pars MUKISH has taken on responsibility for developing LED, OLED and Sapphire activities as Business Unit Manager at Yole Développement. Previously, he has worked as Marketing Analyst and Techno-Economic Analyst for several years at the CEA (French Research Center).

11:25 TBA
  unwds.com
11:45 End