Tuesday, October 6, 2015
Agenda
Chair Clark Tseng
10:15 Introduction
10:20
SEMI Equipment and Materials Outlook
  Clark Tseng, Sr. Research Manager, SEMI
SEMI Equipment and Materials Outlook
Clark Tseng

Clark Tseng
Sr. Research Manager
SEMI

Abstract
SEMI will present its latest data covering equipment and materials spending globally, and also highlight current trends related to fab investments. Data will cover the latest year-to-date spending for equipment and materials by end market region. The forecast for equipment and materials markets will cover the spending trends for 2015 and into 2016. Coverage of materials will include forecasts for various segments of both the fab and packaging material markets. Fab investments by foundry, memory and other industry sector will be covered as well.

Biography
Clark is a senior research manager at SEMI. His major responsibility is to track and evaluate semiconductor front-end fab investment in Asia Pacific region. His research also spans over LED, flat panel display and PV industries. His expertise includes in-depth analysis of the industry dynamics, as well as the fundamentals of market forecasting, competitive analysis, and strategic planning.

Prior to SEMI, Clark worked for Qimonda as the manager at Strategy and Business Development division, where he managed market & competitive intelligence function in Asia/Pacific.
Clark Tseng received a Bachelor of Business Administration and a Bachelor of Arts in International Relations from National Chengchi University in Taiwan.

10:40
Power Electronics Overview: What are the markets and trends?
  Jérôme Azemar, SENIOR ANALYST & BUSINESS DEVELOPMENT MANAGER, Yole Développement
Power Electronics Overview: What are the markets and trends?
Jérôme Azemar

Jérôme Azemar
SENIOR ANALYST & BUSINESS DEVELOPMENT MANAGER
Yole Développement

Abstract
With global drivers such as better energy consumption, energy efficiency and reduction of greenhouse gases, Power management improvement has become key in every layer of the value chain. Power Electronics has definitely a role to play in these thrilling challenges. From converters down to compound semiconductors, innovation is leading to breakthrough technologies. Wide Band Gap, Power Module Packaging and growth of Electric Vehicle market will change drastically the overall power electronic industry and supply chain. In this presentation we will review power electronics trends, from technologies to markets.

Biography
Jérôme Azémar is a Senior Technology & Market Analyst and Business Developer at Yole Développement where he started in 2013, specialized in Advanced Packaging, Power Electronics and Semiconductor Manufacturing. Upon graduating from INSA Toulouse with a Master's in Microelectronics, he worked for 8 years in the semiconductor industry as an application engineer for photolithography equipment at ASML and as a process engineer at STMicroelectronics.

11:00
Sensors for the Industrial IoT as an Opportunity for Electronics Manufacturers
  Thomas Simmons, General Manager, AMA Association for Sensors and Measurement
Sensors for the Industrial IoT as an Opportunity for Electronics Manufacturers
Thomas Simmons

Thomas Simmons
General Manager
AMA Association for Sensors and Measurement

Abstract
The industrial Internet of Things (IIoT) combines global reach with directed action and control in the physical world, including for machines, factories and infrastructure. The past 15 years have extensively redefined B2C industries through the Internet. For the industrial sector, the coming 10 years will bring us an even more comprehensive evolution. The magnitude is rising from a billion interconnected persons to an additionally interconnected 50 billion machines. Associated buzzwords are Advanced Manufacturing, Smart Factory, Industrie 4.0, etc. Many challenges arise, including mastering complexity, adding new functionalities, supplying dependability and security, and simultaneously ensuring real time capability. Mastering these often requires additional and new types of sensing.

The World Economic Forum has identified availability of suitable sensors as an important field of action towards a viable IIoT. For years, AMA Association for Sensors and Measurement has been registering a growing need for industrial sensors. Global demand for sensors is doubling every five years. The industrial sensor and measuring sector's revenue is growing by more than 6% annually. German members of this sector enjoy an excellent reputation worldwide and are quite successful, with a global market coverage exceeding 30% by revenue.

On the technical side, one observes a trend towards new sensors with increased integrated functionality, complex real time signal processing, high resolution fast AD converters, digital signal processors, highly integrated electronic components, and more.

The sector invests roughly 10% of its revenue in research and development. At the same time, specialized foundries now provide manufacturing services for sensing elements, allowing more small and medium-sized enterprises to successfully engage in sensor manufacture.

In all, sensing and measuring technology provides excellent opportunities for innovators. We encourage you to actively participate.

Biography
Dr. Simmons was born 1958 in Jugenheim Germany. He studied physics at the University of Texas at Austin and at Freie Universität Berlin, where he earned his doctorate in experimental solid state physics. After a post-doctoral position at the Fritz Haber Institute of the German Max Planck Society, he has held several industrial positions, including founding and CEO of Novaville AG, a digital distribution provider, and building up and heading international sales activities for Aktiv Sensor GmbH. In 2007 Dr. Simmons accepted his position as general manager of AMA Association for Sensor Technology.

11:20 End