EUROPEAN CHANCE IN INDUSTRY & TECHNOLOGIES Semicon Europa | Jean-René Lequepeys | 26-10-2016
20 TH : THE “ELECTRICITY” CENTURY | 2 Marie Semeria | ENF, Dec 2, 2015
21 ST : THE DIGITAL CENTURY D ISRUPTIVE IMPACT ON MANY INDUSTRIAL SECTORS Report: Digital Transformation of European Industry and Enterprises, March 2015 | 3 Marie Semeria | ENF, Dec 2, 2015
21 ST : THE DIGITAL CENTURY A DIGITAL SOCIETY NEEDS KEY FUNCTIONALITIES IN SYSTEMS Situation Data Sensing Connectivity awareness deluge handling Freescale website Localization Virtual Imaging High energy Data privacy efficiency & security D IGITAL SOCIETY ENABLED BY ADVANCED N ANOELECTRONICS | 4
EUROPE IS STILL IN THE RACE ! Inside the From ITRS, Paolo GARGINI | 5 SEMICON Europa | Jean-René LEQUEPEYS | 26-10-2016
EUROPE STRENGTH IN THE SEMICONDUCTOR MARKET
SEMICONDUCTOR SALES LEADER EUROPE HAS STILL 3 LEADERS IN THE TOP 20 | 7 SEMICON Europa | Jean-René LEQUEPEYS | 26-10-2016
EUROPE HAS 37% OF AUTOMOTIVE SEMICONDUCTOR MARKET SHARE AND HAS STRENGTH IN ALL DOMAINS Source: Market Realist – Dec 2015 http://www.eetimes.com/document.asp?doc_id=1329375 Source: IHS | 8 SEMICON Europa | Jean-René LEQUEPEYS | 26-10-2016
KEY MARKETS IN EUROPE Automotive Micro Analog Power Smart MEMS Controllers Cards European Europe is The three leadership with European IC an 44% of market suppliers undisputed share accounted for Opportunities leader 15 % of the analog Further market in 1. electrification of 2015 power train 2. 11. Consumerization of Auto electronics 14. Vehicle connectivity and enhanced driving | 9 Nom événement | Nom Prénom | Date SEMICON Europa | Jean-René LEQUEPEYS | 26-10-2016
AUTOMOTIVE INDUSTRY EUROPE AT THE CORNERSTONE OF THE VALUE CHAIN 5 4 >100B$ 150B$ 30B$ 2000B$ (2030) (Electronic) Semiconductor Suppliers Equipment Infrastructures Services OEM (Tier, 2, 3..) suppliers http://www.bosch.co.jp/en/press/group-1306-06.asp ADAS and EV fastest growing areas ADAS and EV fastest growing areas • • Sensors Actuators Sensors Actuators • • Power electronics Power electronics | 10 SEMICON Europa | Jean-René LEQUEPEYS | 26-10-2016
EUROPEAN SEMICONDUCTOR MANUFACTURING | 11 SEMICON Europa | Jean-René LEQUEPEYS | 26-10-2016
WEIGHT OF SEMICONDUCTORS IN DIFFERENT COUNTRIES http://evertiq.com/news/38813 MANUFACTURING CAPACITY IS VERY WEAK IN EUROPE WITH VERY FEW 300MM FABS | 12 SEMICON Europa | Jean-René LEQUEPEYS | 26-10-2016
HOW WE COULD SUMMARIZE EUROPE'S SITUATION ? Europe’s situation in the field of semiconductor : Is well positioned on key promising Is in leading Has a lack and fast growing position for of capacity of enabling automotive production technologies markets Power Devices Analog IC Security IC for smart card MEMS µcontroller | 13 SEMICON Europa | Jean-René LEQUEPEYS | 26-10-2016
DIGITAL SINGLE MARKET: A GREAT OPPORTUNITY FOR EU
DIGITISING EUROPEAN INDUSTRY : EUROPEAN COMMISSION PROPOSAL Source: Digitising European Industry: A key role for Europe's digital competence centres Max Lemke, PRACEdays2016 Prague - CZ, 11 May 2016 | 15 SEMICON Europa | Jean-René LEQUEPEYS | 26-10-2016
DIGITISING EUROPEAN INDUSTRY : EUROPEAN COMMISSION PROPOSAL + 110 B€ annual revenue overs next 5 years 40% added value of cars from digital industry - 600 B€ annually if we don’t act Source: Digitising European Industry: A key role for Europe's digital competence centres Max Lemke, PRACEdays2016 Prague - CZ, 11 May 2016 | 16 SEMICON Europa | Jean-René LEQUEPEYS | 26-10-2016
STRATEGIC PROGRAMMING 2018-2020 DIGITIZING EUROPEAN INDUSTRY STRATEGY PRIORITY OF COMMISSIONER OETTINGER (STRATEGIC PROGRAMMING 2018-2020) « Europe's future is digital » Hanover Messe, March 25th, 2016 | 17 SEMICON Europa | Jean-René LEQUEPEYS | 26-10-2016
TECHNOLOGIES DRIVING THE CHANGE IOT Big Data Embedded software, sensors, 5G connectivity, actuators, low power ICT, … Data management & exploitation, storage, Cloud, servers, HPC,.. Innovation in Innovation in products, processes and business models products, processes and business models AI Robotics, automation, machine learning, self-driving,.. | 18 SEMICON Europa | Jean-René LEQUEPEYS | 26-10-2016
5G : A STRONG OPPORTUNITY FOR EU "Pervasive fixed and mobile connectivity” 5G will become the key infrastructure for several vertical markets | 19
5G PPP in Horizon 2020 of the EU • 5G PPP is a research program in Horizon 2020 of the EU dedicated to 5G system research • Budget for 2014 – 2020 time frame – Up to 700 M€ public funding – Matched by private side including leveraging factor of 5 of additional private investment. Total budget of about 3.5 B€ • Research program is addressing all building blocks of a future communication network and a huge number of scenarios from vertical sectors • 5G Infrastructure Association vision paper was published at Mobile World Congress 2015 in Barcelona http://5g-ppp.eu/wp-content/uploads/2015/02/5G-Vision-Brochure-v1.pdf • First set of projects started on July 1, 2015 | 20
"SINGLE MARKET“: TIMING FOR 5G INTRODUCTION 2018 2020 2025 Commercial launches Early 5G launches 5G in all urban areas of 5G services in at in selected areas and along main least one major city transport paths in all Member States Aggressive roll-out with geographical and sectorial focus Coordinated/quasi-simultaneous launch throughout single market | 21
CHANCE FOR EUROPE AND EXAMPLES COMING FROM LETI
EUROPEAN CHANCES Innovation is where the manufacturing is. [A National strategic plan for advanced Manufacturing, USA 2012] Co-location of IC design centers, manufacturing facilities and RTOs is mandatory for semiconductor and electronics products. | 23 SEMICON Europa | Jean-René LEQUEPEYS | 26-10-2016
ENSURING THE FUTURE (1/2) WHAT ARE EUROPE’S MAIN ASSETS ? EU market : 500 M consumers Key industrial players : Systems : automotive, manufacturing, chemical : 20% of WW production Semiconductor : 7% of WW production Growing SMEs : 200 000 in technological sectors | 24 SEMICON Europa | Jean-René LEQUEPEYS | 26-10-2016
ENSURING THE FUTURE (2/2) WHAT ARE EUROPE’S MAIN ASSETS ? World class RTOs, used to collaborate and innovate with Industry EC Incentives for cooperation and joint innovation Common cultural beliefs and values, a baseline for innovation, for industry growth and for our society NEED TO STRENGTHEN THE SEMICONDUCTOR INDUSTRY | 25 SEMICON Europa | Jean-René LEQUEPEYS | 26-10-2016
S TRATEGIC POSITIONING OF RTO S IN THE INNOVATION CHAIN E XAMPLE OF LETI AND E XAMPLE OF E UROPEAN I NITIATIVES | 26 SEMICON Europa | Jean-René LEQUEPEYS | 26-10-2016
FOR A DIGITAL SOCIETY LETI TWOFOLD STRATEGY scaling diversification Hyperconnectivity Mobile Automotive, aeronautics, spatial Artificial intelligence Deep learning Industry 4.0 Connected Health Big data and cloud computing infrastructure | 27 SEMICON Europa | Jean-René LEQUEPEYS | 26-10-2016
LETI DRIVERS LOW POWER CONNECTIVITY MINIATURIZATION IC Design D ESIGN center ENABLEMENT Nanocharacterization Photonics SECURITY Micro & nano SENSING electronics Medical Devices Strong set of Platforms | 28 SEMICON Europa | Jean-René LEQUEPEYS | 26-10-2016
FIRST FDSOI PRODUCT | 29 SEMICON Europa | Jean-René LEQUEPEYS | 26-10-2016
SOI STORY : EUROPEAN STRENGTH 1 st 28FDSOI DSP ( @ 0.4V, 460 MHz) Rad-hard components Rad-hard 100x faster than competitors DMILL for CERN detectors Applications components IP FDSOI - MPW IP SOI: acquired by ARM in 2006 Silicon Impulse Components 1st prototype in 22FDX – 12FDX 1 st FDSOI FDSOI 28nm. transistor Fully-Depleted (FD-SOI) Rad-hard (PD-SOI-HD) Substrates Silicon On Insultor (SOI) Smart-cut™ Simox 1980 1990 2000 2010 2020 | 30 SEMICON Europa | Jean-René LEQUEPEYS | 26-10-2016
MICROELECTRONICS ROADMAP 300 MM Quantum 7 nm 12 nm Nanowires FDSOI 22 nm 28 nm | 31 SEMICON Europa | Jean-René LEQUEPEYS | 26-10-2016
STRUCTURING PARTNERSHIPS Bernin RFSOI FDSOI Core business, long • Next generations term research 28FD+ to 12FD • Filters • Substrates • MEMS • Photonics • Epitaxy • Characterization | 32 SEMICON Europa | Jean-René LEQUEPEYS | 26-10-2016
STRUCTURING PARTNERSHIPS 5 Eniac Kets projects 2 under construction Catania Tours Crolles FD 28 nm GaN/Si Power Transistors Passives Imagers Gas Sensors µbatteries µcontrollers GaN/Si Power Diodes WIP Assignees | 33 SEMICON Europa | Jean-René LEQUEPEYS | 26-10-2016
STRUCTURING PARTNERSHIPS Dresden 22FDX, 12FDX Chanel Asic Partner Europe : IPCEI project Under construction WIP Assignees | 34 SEMICON Europa | Jean-René LEQUEPEYS | 26-10-2016
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