slidedeck micro nanotechnology in germany

GermanMicro/NanotechnologyIndustries

Opportunities for R&Dcollaboration

Jochem Delsen

Intern Innovation Department

Royal Netherlands Embassy Berlin

15-12-2014

Source: NL Agency

Innovatie Attaché Netwerk - Berlijn

Overview

• Introduction• Research Questions

• Approach

• Goals

• Trends• Global Trends

• Nanotechnology

• Semiconductor Industry• Value Chain

• Markets

• Opportunities

• Key Players• Clusters

• Research Institutes

• Companies

• Conclusion• Recap

• Next Steps

2


Research Questions

• How is the German Micro/Nanotechnology industry built up?

• What are main R&D focus points?

• What is Germany’s international position?

• What are key players?

• Opportunities NL - DU?

• Challenges?

• Value Proposition?

• Follow-up?

3


Approach

Phase 1: Desk research

• Sketch landscape

• Assess organizations

Phase 2: Interview organizations• Obtain in depth info

• Discover & establish industry connections

Phase 3: Action plan• Develop Follow-up

4


GoalsImprove Dutch competitive positionthrough internationalization

Sub-goals:• Sketch German Micro-electronics market

• Determine important applications/trends

• Identify major German-based companies

• Identify collaboration opportunities

• Improve relations between knowledgeinstitutes

• Follow-up

5


Micro-Systems Technology Industry

Growth rate MST“Germany’s global market share in Micro-Systems Technology (MST) is forecastto increase to an impressive 21 percent in2020.

Compound annual growth rate (CAGR) forthe coming decade is estimated at ninepercent,with turnover increasing from EUR 100billion in 2010 to EUR 235 billion in 2020(red. in the German MST Market.)”

Source: The Electronics andMicrotechnology Industry in Germany,German Trade and Invest 2012

German MST production value.Source: The Electronics and Microtechnology Industry in Germany – GermanTrade & Invest 2012/2013

6


TrendsGlobal Trends:

• Energy Efficiency

• Connected Devices

• Security

• Health

Source: van Roosmalen (VP NXP Semiconductors)

Industrie 4.0

• Microelectronics is a key enabler for Industrie 4.0(Fourth industrial revolution)

Internet of Things (IoT)

• Global Semiconductor consumption for IoT will bealmost $9.1 billion in 2014 and $43.5 billion by 2020.Source: Gartner 2013

IoT (Internet of Things). Source: Gigya

7


TrendsNanotechnology Developments

GrapheneOne atom thick layer of carbon

Carbon Nano TubesCylindrical nanostructures

NanowiresWires with very small diameter

NanoparticlesSurfaces or biomedical solutions

Carbon Nanomembrane1 nm thick membranes

8

Gartner Semiconductor and Electronics Hype Cycle. Source: Garner July 2013


TrendsNanotechnology Developments

MEMSMicroelectromechanical systems

Nano-compositesReinforced materials

NanostructuresTiny structures on nanometer scale

AerogelsGel-like ultralight materials

Drug deliveryCancer treatment by using nanotechnology

Fuel CellsNanoparticles make fuel cells more cost-efficient

9

MEMS

Aerogels

Nanostructures


TrendsGrapheneGraphene has huge potential dueto its favourable properties. It is a2-dimensional single atomic layerof graphite.

Tensile properties being 100 timesstronger than steel. Also heatconduction and current propertiesare valuable.

Current obstacles:

• Obtaining high quality graphene

• CMOS compatibility

• Process integration

10

Number of scientific publications and citations in Germany.Source: GRAPHENE-CA 2012

Germany as largest European country in terms of graphene publi-cations in 2011. Source: GRAPHENE-CA 2012


TrendsMoore..

Development in Micro-/Nanotechnology semiconductors

• More MooreScaling

• More than Moore (MtM)Functional Diversification

• Beyond Moore

Source: A More-than-Moore Roadmap – ITRS 2010

11


TrendsMore Moore..

Development in Micro-/Nanotechnology semiconductors

• More Moore 60%

• More than Moore (MtM) 40%(but growing twice as fast!)

• Beyond Moore ?

Source: Opportunities and Challenges Beyond Moore’s Law – Roland Berger 2014

12


Semiconductor Industry

The German semiconductor industry

• Production Process

• Value Chain

• Key players

13


Semiconductor Value Chain & Opportunities

Production Process

Front-end refers to the fabrication from a blank wafer to a completedwafer (i.e. the microchips are created but they are still on the wafer).

Companies: ASML, Carl Zeiss etc.

Back-end refers to dicing the wafer into individual chips and all theprocesses thereafter; such as test, assembly and packaging.

Companies: ASMPT, BESI, SUSS MicroTec, MatriX etc.

Design Front-end Back-end TestingSystem

IntegrationAssembly

14


Semiconductor Value ChainSystem:

Consists of 2 axes:

Equipment-axis (horizontal)

Systems-axis (Vertical)

Revenue:

Revenue in Systems, Applications andMarkets is presumably larger than inrest of chain

(500 B€ vs 50 B€)

Markets:

Semiconductor Industry

Automotive

Healthcare

Consumer

Machinery

Security

Energy

Office

Etc.

15


Key Players Value Chain

Identification of key players in valuechain is important in order to knowwhere potential partners and partner’sfocus lies.

16


Key PlayersMicro-/nanotechnology by Bundesland

Large companies in micro/nanotechnology are found inNRW, Hessen, Bayern and BW. Source: Nanomap

17

0

10

20

30

40

50

60

Large Companies

Large Companies

02468

101214161820

Clusters

Clusters in micro/nanotechnology are found in NRW, BW,Saxony and Bayern. Source: Nanomap


Key PlayersLeadlist: Micro-/nanotechnologyClusters and Networks

Organizations Location

Sillicon Saxony Dresden

NanoMicroMaterialsPhotonic.NRW Dusseldorf

Hessen Nanotech Wiesbaden

MicroTec SW Stuttgart

IVAM Fachverband für Mikrotechnik Dortmund

Nano in Germany Dusseldorf

NanoMatKarlsruhe

CENIDE Center for Nanointegration Duisburg-Essen

Dortmund

Most activities are observed in NRW, Saxony, Bavaria andBW. Source: Nanomap

18


Key PlayersLeadlist: Research in Micro-/Nano

Organization Type Location

Fraunhofer Nano Allianz (8 Fraunhoferinstitutes working on Nanotechnology)

Research Institute Multiple

Max-Planck-Institut Research Institute Multiple

Ferdinand-Braun-Institut,Leibniz-Institut für Höchstfrequenztechni

Research Institute Berlin

Helmholtz Institutes Research Institute Multiple

Institut für Mikroelektronik Stuttgart (IMS) Research Institute Stuttgart

TU Chemnitz (Centre fur Mikrotechnologie) Univerisity Chemnitz

Deutsches Zentrum für Luft- und Raumfahrte.V. (DLR)

Research Institute Stuttgart

TU Dresden Institute of Semiconductors andMicrosystems

Univerisity Dresden

Universität Leipzig University Leipzig

Karlsruher Institut für Technologie (KIT) University Karlsruhe

RWTH Aachen University Aachen Most activities are observed in NRW, Saxonyand BW.Source: Nanomap

19


Key Players

EUrank

Name Value ChainLocation

Industrialsector

R&D 2012(€M)

R&D 3 yearsgrowth (CAGR

3y, %)

R&Dintensity

(%)

Sales 2012(€M)

Employees2012

3 ROBERT BOSCH ApplicationsBaden-

WurttembergAutomobiles

& Parts4924 11 9 52464 305877

5 SIEMENS Applications BavariaElectronic &

ElectricalEquipment

4572 2 6 78296 410000

23 BASF Materials Hessen Chemicals 1766 8 2 78729 113262

63INFINEON

TECHNOLOGIESSemiconducto

rsBavaria

TechnologyHardware &Equipment

455 -4 12 3904 26658

70EVONIK

INDUSTRIESMaterials Hessen Chemicals 384 9 3 13629 33298

73 CARL ZEISS EquipmentBaden-

Wurttemberg

Health CareEquipment &

Services377 10 9 4163 23736

274 AIXTRON Equipment NRWTechnologyHardware &Equipment

70 34 31 228 964

419ELMOS

SEMICONDUCTORSemiconducto

rsSemiconductors

TechnologyHardware &Equipment

34 7 19 180 1034

762SINGULUS

TECHNOLOGIESApplications Bavaria

IndustrialEngineering

11 -16 10 108 400

Key players in Semiconductor Value Chain based on their R&D rating.Source: EU TOP 1000 Rank

20


Key PlayersInfineon Technologies AG

Description:

Infineon is a German electronics company.Originated in 1999 from thesemiconductor-department of Siemens AG.Its main markets are:

- Automotive

- Industrial Power Control

- Power management & Multimarket

- Chip Card & Security

Infineon is listed nr. 63 in the TOP 1000chart for European R&D expenditures.

Opportunities:- Large R&D Budget

Infineon

Revenue 3,834 Mrd

R&D expenses 455 Mil

Employees 26.725

R&D Focus E-mobility, Smart Grid etc

Applications Chips, semiconductors

Partnerships GlobalFounderies, UMC,TSMC

Website www.infineon.com

CEO Dr. Reinhard Ploss

Events Electronica 2014, SPS IPCDrives, etc

Location Neubiberg, Bavaria

21

http://www.infineon.com/


Key PlayersAIXTRON SE

Description:

Spinoff from RWTH Aachen.Specialises in manufacturing metalorganic chemical vapour depositionequipment, aimed at clients in theSemiconductor industry.

Number 274 on EU TOP 1000 RDcompanies (2012)

Opportunities:- Large R&D CAGR and RD intensity

AIXTRON

Revenue 182,9 Mil

R&D expenses 70 Mil

Employees 776

R&D Focus Semiconductor equipment

Applications Equipments for semiconductormanufacturing

Partnerships Fraunhofer IISB, RWTHAachen

Website www.aixtron.com

CEO M. Goetzeler

Events Sil, etc

Location NRW, Aachen

22


Key PlayersBoschIs a multinational in engineering andelectronics. Also the world largestsupplier of automotive parts.

Bosch Automotive Electronics(AE)

Is the largest manufacturer ofmicromechanical products and one ofthe largest automotive semiconductormanufacturers in Europe

BOSCH is listed nr. 3 in the TOP 1000chart for European R&D expenditures.

Bosch

Revenue 46.1 Bil

R&D expenses 4.9 Bil

Employees 281,381

R&D Focus (AE) Automotive semiconductorsand sensors

Applications(AE)

Automotive industry

Partnerships Dutch Bosch

Website (AE) http://www.bosch-semiconductors.de

CEO Dr. Frank Melzer

Events CTI Berlin

Location Reutlingen, BW

23


Key PlayersSiemensIs a German multinationalconglomerate companyheadquartered in Berlin and Munich.It is the largest engineering companyin Europe.

Siemens is listed nr. 5 in the TOP1000 chart for European R&Dexpenditures.

Siemens

Revenue 80.88 Bil

R&D expenses 4572

Employees 410000

R&D Focus Automotive semiconductorsand sensensors

Applications Communication systems,power generation technology,industrial and buildingsautomation, lighting, medicaltechnology, railway vehicles,water treatment systems,home appliances, fire alarms,PLM software, health

Partnerships Large Dutch branche

Website (AE) www.siemens.de

CEO Dr. Joe Kaeser

Events Compamed

Location Bavaria

24


Key PlayersCarl Zeiss AG

German manufacturer of opticalsystems, industrial measurementsand medical devices, founded in Jena,Germany in 1846 by optician CarlZeiss.

Zeiss is listed nr. 73 in the TOP 1000chart for European R&D expenditures.

Zeiss

Revenue 4,240 Mil

R&D expenses 376.7 Mil

Employees 23736

R&D Focus Health Care Equipment &Services. Automotivesemiconductors and sensensors

Applications Precision binoculars, spottingscopes, telescopes, night visionequipment, laser-guidedrangefinders, riflescopes, plane-tarium projectors and otheroptical equipment.

Partnerships ASML

Website http://www.zeiss.com

Contact CEO: Dr. Michael Kaschke

Events IDS, W3+

Location Oberkochen, BW

25


Key PlayersSUSS MicroTec

Supplier of equipment and processsolutions for the semiconductorindustry and related markets. Thehigh precision microstructuringsystems like photolithography toolsare used for manufacturing ofprocessors, memory chips, MEMS,LED and other micro system devices.

SUSS MicroTec partnered with PhilipsResearch for developing nanoimprintlithography processes.

SUSS

Revenue 134,5 Mil

R&D expenses (-)

Employees 655

R&D Focus Photolithography

Applications Supplier semiconductorequipment

Partnerships Strategic Alliance, Philips

Website www.suss.com

CFO Michael Knopp, CFO

Events SPS IPC drives, Valve World

Location Munich, Bavaria

26


Key PlayersZMDI

Zentrum Mikroelektronik Dresden AG(ZMD AG) is a fabless (since March2007) semiconductor manufacturerbased in Dresden.

Founding partner of Silicon Saxony.

ZMDI

Revenue 90 Mil

R&D expenses (-)

Employees 320

R&D Focus Semiconductors

Applications Semiconductors

Partnerships Founding partner SiliconSaxony

Website http://www.zmdi.com/

CEO Thilo von Selchow

Events NRW.NanokonferenzDortmund

Location Dresden, NRW

27


Focus & Opportunities NL-DUOpportunities can be identified:

Defined Primary Locations:

NRW, Saxony, BW, Bavaria and Hessen

Defined Primary Markets:

Equipment, Automotive, Health

MtM (More than Moore) differentiation Possibilities

Look for opportunities in field of 1st Tier, 2nd Tier en 3rd Tiersuppliers from major Equipment companies

28


ConclusionValue Proposition• Growing Market

• Differentiation possibilities (MtM)

• Large net R&D budget in Germany

• Close neighbor, existing collaboration projects

Challenges• Define Dutch strong points and see where in the value chain

business can be developed.

• Determine appropriate focus. Option to choose between 2methods:1) Market Driven “strategy” (e.g. aim at automotive market)2) Semiconductor value chain (e.g. develop finished productsto insert in existing German value chain

29


Next Steps

1.Develop PIB (3yr plan)

• Define Focus

• Contact Key Players (CTO’s)

• Map funding possibilities forcollaboration

• Map/plan activities

2. Execution

• Attend Fairs/events

• Approach organizations

• Build partnerships

30


Additional Slide 1

Wafer size developmentforecast:

Purple: 450 mm (!)

Green: 300 mm

Red: 200 mm

Source: ISMI 2010

31


Additional Slide 2

Actors in Semiconductor value chain:

Source: Gartner 2006

32


Additional Slide 3Important Micro/ Nanotechnology research institutions are:

• Fraunhofer Gesellschaft

• Max Planck Society

• Helmholtz Association

• Leibniz Association

Type of research and funding of German institutes.Source: DAAD

33

14%

18%

68%

RD Expenditure

State/PrivateInstitutions

Universities

Industry

Total RD expenditure in Germany in 2012 is €79.11 Bn.Source: DE Statis - Statistisches Bundesamt 2014

slidedeck micro nanotechnology in germany

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