asml - every angle · 2011-11-21 · slide 2 | company secret • one of the world’s leading...
TRANSCRIPT
Company Secret
ASML
Every Angle Customer Day 2011
Peter van de Burgt – Material Planning
Ralph de Pagter – Customer Logistics
Company Secret Slide 2 |
• One of the world’s leading providers of lithography systems for the semiconductor industry
• Headquartered in Veldhoven, the Netherlands, we have 55 offices in 16 countries
• All top-ten semiconductor manufacturers use ASML systems
• We have almost 8,000 employees worldwide
ASML all over the world
ASML employees
in US:1,516
ASML employees
in Europe: 4,670
ASML employees
in Asia:1,662
Company Secret Slide 3 |
Chips have many forms and functions
“I won’t even try to predict what things will be important 25 years from now,
but I bet we’ll have enabled some of them”
Martin van den Brink, Executive Vice President of Marketing and Technology
Free-floating sensors (Holst Centre)
MRAM (Magnetic RAM)
Micro mirrors for beamers (TI) Accelerometer in
the iPhone (Apple)
Gyroscope ( UC Irvine)
40Watt Energy Harvester (IMEC)
Accelerometer ( IC Mechanics)
DNA analysis (Affymetrix)
Lab on a Chip (LOC) for counting red blood cells
Camera pill with camera, transmitter
and computer
QuadCore Microprocessor
(AMD)
64 Gbit memory (Samsung)
Hard disk read/write head
(Western Digital)
Company Secret Slide 4 |
Lithography is at the heart of chip manufacturing
Repeat 30 to 40 times to build 3
dimensional structure
Company Secret Slide 5 |
1984: PAS 2000
Resolution: >1m
overlay: 250 nm
1989: PAS 5000
Resolution: <500 nm
overlay: 100 nm
1990’s: PAS 5500 steppers/scanners
Resolution: 400 to 90 nm
overlay: 100 to 12 nm
2010’s: NXE EUV systems
Resolution: 32 to <20 nm
overlay: 2 nm 2000’s: Twinscan
Resolution: 100 to 38 nm
overlay: 20 to 4 nm
The systems that conquered the market. In 30 years
• From 1,200 nm to less than 20 nm resolution
• From <0.5M€ per system to >60M€
Company Secret Slide 6 |
19% sales to US
9% sales to Europe
72% sales
to ASIA
Source: ASML Q3 2011
Company Secret Slide 7 |
629949 919
183
742
1,452
942
930 844
277
1,069
1,529958
934697
555
1,176
1,459
1,053955
494
581
1,521
1,100
0
1000
2000
3000
4000
5000
6000
2006 2007 2008 2009 2010 2011
Ne
t sa
les Q4
Q3
Q2
Q1
Total net sales M€
3,582 3,768
2,954
Numbers have been rounded for readers’ convenience.
1,596
4,508
Expected
turnover Q4
2011:
> 1,1 billion €
Company Secret Slide 8 |
± 600 suppliers ± 30.000 parts
± 50 modules
Disassembly ± 200 systems per year
2. Final Assembly + Test: 10-26 wks 1. Assembly: 1-4 wks
3. Packing + Shipping: 1-5 FTL 4. Install: 1-4 wks
ASML Supply Chain
Company Secret Slide 9 |
Managing Safety Stocks with Every Angle
Safety Stock
Yield loss
Defect Coverage
• Yield < 100%
• Unpredictable yield loss
• Expensive parts
-20% SS
+30% Defect Coverage
Processes/Custom SAP
+
Company Secret Slide 10 |
EA Monitoring Performance Tool Reversed Logistics
ASML
• EA tool will help to understand specific logistic
characteristics in the reversed logistics process
• Target 1: Efficiency in the complete process from
customer to supplier
• Target 2: Cost reduction
• Target 3: Quality sustaining
Company Secret
Measuring lead times in the Reverse Logistics
process
Slide 11 |
Company Secret Slide 12 |
Questions?