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SEMI, the global industry association for companies that supply manufacturing technology and materials to the world’s chip makers, today reported that worldwide semiconductor manufacturing equipment billings reached US$9.52 billion in the first quarter of 2015. The billings figure is 7 percent higher than the fourth quarter of 2014 and 6 percent lower than the same quarter a year ago. The data is gathered jointly with the Semiconductor Equipment Association of Japan (SEAJ) from over 100 global equipment companies that provide data on a monthly basis.

Worldwide semiconductor equipment bookings were $9.66 billion in the first quarter of 2015. The figure is 2 percent lower than the same quarter a year ago and 3 percent lower than the bookings figure for the fourth quarter of 2014.

The quarterly billings data by region in billions of U.S. dollars, quarter-over-quarter growth and year-over-year rates by region are as follows:

Region

1Q2015

4Q2014

1Q2014

1Q15/4Q14

(Q-o-Q)

1Q15/1Q14

(Y-o-Y)

Korea

2.69

2.09

2.03

29%

33%

Taiwan

1.81

2.03

2.59

-11%

-30%

North America

1.47

1.83

1.85

-19%

-20%

Japan

1.26

1.11

0.96

13%

31%

China

1.17

0.68

1.71

73%

-32%

Europe

0.69

0.58

0.58

19%

19%

Rest of World

0.43

0.59

0.42

-27%

1%

Total

9.52

8.91

10.15

7%

-6%

Source: SEMI/SEAJ June 2015; Note: Figures may not add due to rounding.

By Lara Chamness, Industry Research and Statistics, SEMI

As the fabless business model has transformed the semiconductor manufacturing landscape, Taiwan and South Korea have undeniably grown into key semiconductor producing regions. However, it should be noted that North America is home to Intel, Texas Instruments, Micron, GLOBALFOUNDRIES, Freescale, Fairchild, Microchip, ON Semiconductor, significant operations of Samsung, and other manufacturers.  As a result, North America accounts for 15 percent (without discretes) of the global total installed fab capacity in 2014 according to the SEMI Fab database.

SEMI graphic 1--2014_Global_Fab_Capacities_0

Due to the presence of leading device manufacturers, North America represents a significant portion of the new equipment market; for the last two years, North America was the second largest market for semiconductor manufacturing equipment. In 2011, North America was the largest market for new equipment. While spending is expected to decline in the region this year, it is anticipated that device manufacturers in North America will still spend about $7 billion on new equipment this year.

SEMI graphic 2--Regional_Equipment_Markets_2010_2014

With such a large installed fab base, North America also claims a significant portion of the wafer fab materials market.  Comparing global fab capacity to global wafer fab market share, North America represents 18 percent of the Wafer Fab Materials market compared to 15 percent of global fab capacity. This is due to the advanced device manufacturing that occurs in the region, which requires more advanced materials which fetch higher average selling prices. The same phenomenon occurs in Taiwan and Europe as well.

SEMI graphic 3--Regional_Wafer_Fab_Materials_Markets

Even though the equipment market is expected to decline in North America this year, the Wafer Fab Materials Market is expected to increase amodest 3 percent. This is due to equipment purchased and installed last year becoming operational. The semiconductor manufacturing market in North America is still very much alive and innovating, whether it be for advanced manufacturing or chip design, companies in North America have proven adept at evolving with the industry.

Plan to attend the SEMI/Gartner Market Symposium at SEMICON West 2015 on Monday, July 13 for an update on the semiconductor market outlook.

IC Insights will release its Update to the 2015 IC Market Drivers report in June. The Update includes revisions to IC market conditions and forecasts for the 2015 2018 automotive, smartphone, personal computer and tablet markets, as well as an update to the market for the Internet of Things. This bulletin reviews IC Insights’ 2015 unit shipment forecast for total personal computing unit shipments.

Five years ago, touchscreen tablets began pouring into the personal computing marketplace, stealing growth from standard personal computers and signaling the start of what has been widely described as the “post-PC” era. Led by Apple’s iPad systems, tablet shipments overtook notebook PCs in 2013, and it appeared as if they would surpass total personal computer units (counting both desktop and portable systems) by 2016. However, that scenario no longer seems possible after tablet growth lost significant momentum in 2014 and then nearly stalled out in the first half of 2015 due to the rise in popularity of large-screen smartphones and the lack of interest in new tablets that do not add enough features or capabilities to convince existing users to buy replacements. Consequently, IC Insights has downgraded its forecast for the overall personal computing market, including much lower growth in tablets and continued weakness in standard PCs (Figure 1).

The updated forecast shows total personal computing unit shipments (desktop PCs, notebook PCs, tablets, and Internet/cloud-computing “thin-client” systems) dropping 1 percent in 2015 to 545 million. In the original forecast of the 2015 IC Market Drivers report (MD15), total personal computing system shipments were projected to rise 8 percent in 2015 to 609 million units, followed by a 10 percent increase in 2016 to 670 million. The revised outlook cuts the compound annual growth rate (CAGR) of personal computing unit shipments to 2.1 percent between 2013 and 2018. Total personal computing system shipments are now projected to reach 578 million in 2018.

Worldwide shipments of keyboard-equipped standard PCs (desktops and notebooks) peaked in 2012 at 345 million, but they are expected to decline by a CAGR of -0.5 percent in the 2013-2018 timeperiod. In the updated outlook, tablets are projected to account for 45 percent of total systems sold in 2018 (259 million units) versus the MD15’s original forecast of 57 percent (423 million) that year. Further into the future, tablets are now expected to account for about half of personal computing system shipments with the remaining units being divided between standard PCs and Internet/cloud-centric platforms.

IC Insights June Report

Figure 1

 

Additional details on the IC market for medical and wearable electronic is included in the 2015 edition of IC Insights’ IC Market Drivers—A Study of Emerging and Major End-Use Applications Fueling Demand for Integrated Circuits.  This report examines the largest, existing system opportunities for ICs and evaluates the potential for new applications that are expected to help fuel the market for ICs.

North America-based manufacturers of semiconductor equipment posted $1.57 billion in orders worldwide in April 2015 (three-month average basis) and a book-to-bill ratio of 1.04, according to the April EMDS Book-to-Bill Report published today by SEMI.   A book-to-bill of 1.04 means that $104 worth of orders were received for every $100 of product billed for the month.

The three-month average of worldwide bookings in April 2015 was $1.57 billion. The bookings figure is 12.9 percent higher than the final March 2015 level of $1.39 billion, and is 9.0 percent higher than the April 2014 order level of $1.44 billion.

The three-month average of worldwide billings in April 2015 was $1.51 billion. The billings figure is 19.3 percent higher than the final March 2015 level of $1.27 billion, and is 7.6 percent higher than the April 2014 billings level of $1.40 billion.

“Both bookings and billings trends have improved, with the ratio remaining above parity over the past four months,” said Denny McGuirk, president and CEO of SEMI.  “Orders are higher than last year’s numbers, and current spending is on target with 2015 capex plans.”

The SEMI book-to-bill is a ratio of three-month moving averages of worldwide bookings and billings for North American-based semiconductor equipment manufacturers. Billings and bookings figures are in millions of U.S. dollars.

 

Billings
(3-mo. avg)

Bookings
(3-mo. avg)

Book-to-Bill

November 2014 

$1,189.4

$1,216.8

1.02

December 2014 

$1,395.9

$1,381.5

0.99

January 2015 

$1,279.1

$1,325.6

1.04

February 2015 

$1,280.1

$1,313.7

1.03

March 2015 (final)

$1,265.6

$1,392.7

1.10

April 2015 (prelim)

$1,510.3

$1,572.2

1.04

Source: SEMI (www.semi.org)May 2015

EV Group (EVG), a supplier of wafer bonding and lithography equipment for the MEMS, nanotechnology and semiconductor markets, today announced that its NILPhotonics Competence Center—established to assist customers in enabling new and enhanced products and applications in the field of photonics—has generated strong interest from customers and resulted in multiple system orders since its launch in December 2014. New system orders have included the company’s EVG700/7000 Series UV-NIL (UV nanoimprint lithography) systems with SmartNIL technology to support high-volume manufacturing applications, including displays, light emitting diodes (LEDs) and wafer-level optics.

EV Group wafer

Since its initial launch, the NILPhotonics Competence Center has also expanded the products and applications it is supporting. These include photonic and microfluidic devices for bio-medical applications that pave the way for faster and more accurate diagnosis of diseases, as well as plasmonic structures that simultaneously carry optical and electrical signals and can be scaled to the smallest dimensions to enable new chip designs as well as better-performing devices, such as waveguides and sensors.

“The prevailing perception has been that despite the potential benefits of NIL technology, the barrier to entry for integrating it into high-volume manufacturing (HVM) is high. That simply isn’t the case. EV Group has invested significant resources over many years in developing NIL technology as an HVM-capable solution for a number of applications,” stated Markus Wimplinger, corporate technology development and IP director at EV Group. “Today, we have the world’s largest installed base ofmore than 200 systems at customer facilities around the globe supporting volume-manufacturing of LEDs, MEMS, optics, photovoltaics and other devices. Our NILPhotonics Competence Center allows us to more easily bring all of our process and product capabilities and expertise to bear in helping our customers enable new photonic products and applications.”

EVG’s NILPhotonics Competence Center leverages EVG’s process and equipment know-how in NIL and other process areas such as wafer bonding to support emerging photonic applications and significantly shorten time to market through fast process implementation and optimization, as well as through customized equipment design. In addition, EVG has a global partner network to draw from to support its customers’ process integration and optimization efforts across the NIL infrastructure, including template manufacturing, resist materials and supporting equipment. As a result, EVG is able to provide consultation and support across all phases of the product lifecycle—from design for manufacturing and prototyping through process development, qualification runs, pilot manufacturing and process transfer.

“More than a decade ago, EV Group launched the NILCom Consortium with support from companies representing key aspects of the NIL supply chain in order to speed commercialization of NIL technology. Through the dedicated efforts of all of our members, we are pleased to announce that the NILCom Consortium has successfully completed its charter and will end formal operations. That said, we will continue to collaborate with companies across the NIL supply chain including our former members as needed to ensure that NIL technology continues to address future customer roadmap requirements,” added Wimplinger.

Worldwide silicon wafer area shipments increased during the first quarter 2015 when compared to fourth quarter 2014 area shipments according to the SEMI Silicon Manufacturers Group (SMG) in its quarterly analysis of the silicon wafer industry.

Total silicon wafer area shipments were 2,637 million square inches during the most recent quarter, a 3.4 percent increase from the 2,550 million square inches shipped during the previous quarter, resulting in a new quarterly volume shipment record. New quarterly total area shipments are 11.6 percent higher than first quarter 2014 shipments.

“Total silicon shipment volumes for the first quarter of this year surpassed the record high reached in the third quarter of last year,” said Ginji Yada, chairman of SEMI SMG and general manager, International Sales & Marketing Department of SUMCO Corporation. “Silicon shipments for the most recent quarter benefited from the strong market momentum the semiconductor market enjoyed last year.”

Quarterly Silicon Area Shipment Trends

Millions of Square Inches

Q1 2014

Q3 2014

Q4 2014

Q1 2015

Total

2,363

2,597

2,550

2,637

*Shipments are for semiconductor applications only and do not include solar applications

Silicon wafers are the fundamental building material for semiconductors, which in turn, are vital components of virtually all electronics goods, including computers, telecommunications products, and consumer electronics. The highly engineered thin round disks are produced in various diameters (from one inch to 12 inches) and serve as the substrate material on which most semiconductor devices or “chips” are fabricated.

All data cited in this release is inclusive of polished silicon wafers, including virgin test wafers, epitaxial silicon wafers, as well as non-polished silicon wafers shipped by the wafer manufacturers to the end-users.

The Silicon Manufacturers Group acts as an independent special interest group within the SEMI structure and is open to SEMI members involved in manufacturing polycrystalline silicon, monocrystalline silicon or silicon wafers (e.g., as cut, polished, epi, etc.). The purpose of the group is to facilitate collective efforts on issues related to the silicon industry including the development of market information and statistics about the silicon industry and the semiconductor market.

SEMI is the global industry association serving the nano- and micro-electronic manufacturing supply chains. SEMI maintains offices in Bangalore, Beijing, Berlin, Brussels, Grenoble, Hsinchu, Moscow, San Jose, Seoul, Shanghai, Singapore, Tokyo, and Washington, D.C.   For more information, visit www.semi.org.

Cambridge Nanotherm today announced that Howard Ford has joined the board as chairman. Ford brings unrivalled experience operating at the highest level in both start-up and global technology companies. His knowledge and experience of transforming companies into global brands will help to ensure Cambridge Nanotherm continues its rapid growth.

Sales of Cambridge Nanotherm’s thermal management solutions for LEDs have exploded in 2015 and Ford will help continue the drive for expansion into key markets in Asia and the US.

“Howard has an outstanding track record in companies large and small. Both our employees and investors are delighted that he has agreed to join as we expand our product offering, customer base and geographical presence and continue to aggressively grow global sales,” commented Ralph Weir, CEO. “Howard’s experience, both at the helm of multinational organisations and moulding tech start-ups into global players makes him the perfect fit for Cambridge Nanotherm as we reinforce our strategic direction and cement our position as one of the market leaders for LED thermal management.”

“Cambridge Nanotherm is transforming the landscape of thermal management,” added Ford. “I’m relishing the opportunity to bring my experience to bear on a company that is making such big waves in the LED market.”

Ford has worked for a wide variety of high-profile technology companies in his career. Significant roles include chief executive of BT Cellnet and general manager of IBM’s European PC business; Ford was also managing director of Equant Network Services before it was acquired by France Telecom in 2005. In addition to Cambridge Nanotherm, Howard currently holds the position of chairman with Display Data, Pyreos, Light Blue Optics and Filtronic plc.

Cambridge Nanotherm’s innovative nanoceramic thermal management solutions have seen unprecedented market demand. Ford’s commercial expertise and strategic vision will help the board and management team build on this foundation. Cambridge Nanotherm’s move to strengthen the board with this appointment follows on from the appointment of Ewald Braith as non-executive director in April.

The 61st annual IEEE International Electron Devices Meeting (IEDM) has issued a Call for Papers seeking the world’s best original work in all areas of microelectronics research and development. The paper submission deadline is Monday, June 22, 2015 at 23:59 p.m. Pacific Time.

Overall, the 2015 IEDM is seeking increased participation in the areas of ‘Beyond CMOS’ devices, flexible devices, neuromorphic computing, power devices, sensors for the Internet of Things (IoT) and variation/reliability.

In addition, Special Focus Sessions will be held on the following topics: neural-inspired architectures; 2D materials and applications; flexible electronics and applications; power devices and reliability on non-native substrates; and silicon-based nanodevices for detection of biomolecules.

The 2015 IEDM will take place at the Washington, DC Hilton Hotel from December 7-9, 2015, preceded by a collection of 90-minute afternoon Tutorial sessions on Saturday, Dec. 5, and a full day of Short Courses on Sunday, Dec. 6. On Wednesday the conference will continue the successful Entrepreneurs Luncheon sponsored by IEDM and EDS Women in Engineering.

At IEDM each year, the world’s best scientists and engineers in the field of microelectronics from industry, academia and government gather to participate in a technical program of more than 220 presentations, along with a special Luncheon Presentation on Tuesday, Dec. 8 and a variety of panels, special sessions, Short Courses, IEEE/EDS award presentations and other events spotlighting more leading work in more areas of the field than any other conference.

Papers in the following areas are encouraged:
– Circuit and Device Interaction
– Characterization, Reliability and Yield
– Display and Imaging Systems
– Memory Technology
– Modeling and Simulation
– Nano Device Technology
– Power and Compound Semiconductor Devices
– Process and Manufacturing Technology
– Sensors, MEMS and BioMEMS

BY GREG SHUTTLEWORTH, Global Product Manager at LINDE ELECTRONICS

The market expectations of modern electronics technology are changing the landscape in terms of performance and, in particular, power consumption, and new innovations are putting unprecedented demands on semiconductor devices. Internet of Things devices, for example, largely depend on a range of different sensors, and will require new architectures to handle the unprecedented levels of data and operations running through their slight form factors.

The continued shrinkage of semiconductor dimensions and the matching decreases in microchip size have corresponded to the principles of Moore’s Law with an uncanny reliability since the idea’s coining in 1965. However, the curtain is now closing on the era of predictable / conventional size reduction due to physical and material limitations.

Thus, in order to continue to deliver increased performance at lower costs and with a smaller footprint, different approaches are being explored. Companies can already combine multiple functions on a single chip–memory and logic devices, for example–or an Internet of Things device running multiple types of sensor through a single chip.

We have always known that we’d reach a point where conventional shrinking of semiconductor dimensions would begin to lose its effect, but now we are starting to tackle it head on. A leading U.S. semiconductor manufacturer got the ball rolling with their FinFET (or tri–gate) design in 2012 with its 3D transistors allowing designs that minimize current leakage; other companies look set to bring their own 3D chips to market.

At the same time, there’s a great deal of experimentation with a range of other approaches to semiconductor redesign. Memory device manufacturers, for instance, are looking to stack memory cells vertically on top of each other in order to make the most of a microchip’s limited space. Others, meanwhile, are examining the materials in the hope of using new, more efficient silicon–like materials in their chips.

Regardless of the approach taken, however, this step change in microchip creation means new material demands from chip makers and new manufacturing techniques to go with them.

The semiconductor industry has traditionally had to add new materials and process techniques to enhance the performance of the basic silicon building blocks with tungsten plugs, copper wiring / CMP, high–k metal gates, for example. Now, however, it is beginning to become impossible to extend conventional materials to meet the performance requirements. Germanium is already added to Si to introduce strain, but its high electron mobility means Germanium is also likely to become the material of the Fin itself and will be complemented by a corresponding Fin made of III–V material, in effect integrating three semiconductor materials into a single device.

Further innovation is required in the areas of lithography and etch. This is due to the delay in production suitability of the EUV lithography system proposed to print the very fine structures required for future technology nodes. Complex multi-patterning schemes using conventional lithography are already underway to compensate for this technology delay, requiring the use of carbon hard masks and the introduction of gases such as acetylene, propylene and carbonyl sulphide to the semiconductor fab. Printing the features is only half of the challenge; the structures also need to be etched. The introduction of new materials always presents some etch challenges as all materials etch at slightly different rates and the move to 3D structures, where very deep and narrow features need to be defined through a stack of different materials, will be a particularly difficult challenge to meet.

The microchip industry has continuously evolved to deliver amazing technological advances, but we are now seeing the start of a revolution in microchip design and manufacturing. The revolution will be slow but steady. Such is the pattern of the microchip industry, but it will need a succession of new materials at the ready, and, at Linde, we’re prepared to make sure the innovators have everything they need.

Quantum dots are finally ready for prime time and will exceed traditional phosphor revenue by 2020 by allowing LCD to compete with OLED in the race for the next display generation.
Yole Développement (Yole), the “More than Moore” market research and strategy consulting company releases a LED downconverters technology & market report, entitled “Phosphors & Quantum Dots 2015: LED Downconverters for Lighting & Displays”. Under this new report, the company proposes a deep review of the industry, especially the impact of the quantum dots development on the display and traditional phosphors industry. Are the quantum dots a real competitor of OLEDs technology?

After the lukewarm reception of 3D and 4K, the display industry needs a new and disruptive experience improvement to bring consumers back to the store. Image quality perception increases significantly when color gamut and dynamic contrast ratio are improved. Leading movie studios, content providers, distributors and display makers gathered and formed the “UHD Alliance” to promote those features.

“OLED was believed to be the technology of choice for this next generation of displays. But production challenges have delayed the availability of affordable OLED TVs. LCD TVs with LED backlights based on quantum dots downconverters can deliver performance close to, or even better than OLED in some respects, and at a lower cost,” said Dr. Eric Virey, Senior Analyst, LEDs at Yole.

Until OLEDs are ready, QD-LCD have a unique window of opportunity to try to close enough of the performance gap that the majority of the consumers won’t perceive the difference between the two technologies and price would become the driving factor in the purchasing decision. Under this scenario, QD-LCD could establish itself as the dominant technology while OLED would be cornered into the high end of the market. OLED potentially offers more opportunities for differentiation but proponents need to invest massively and still have to resolve manufacturing yield issues. For tier-2 LCD panel makers who can’t invest in OLED, QDs offer an opportunity to boost LCD performance without additional CAPEX on their fabs. At the 2015 CES, 7 leading TV OEMs including Samsung and LG showed QD-LCD TVs.

With tunable and narrowband emissions, QDs offer unique design flexibility. But more is needed to enable massive adoption, including the development of further improved Cd-free compositions.

And traditional phosphors haven’t said their last word. If PFS could further improve in term of stability and decay time and a narrow-band green composition was to emerge, traditional phosphors could also be part of the battle against OLED.

“… LCD TVs with LED backlights based on quantum dots downconverters can deliver performance close to, or even better than OLED in some respects, and at a lower cost.” said Dr. E. Virey, Yole.

Yole’s analysis, “Phosphors & Quantum Dots 2015: LED Downconverters for Lighting & Displays”, presents an overview of the quantum dot LED market for display and lighting applications including quantum dot manufacturing, benefits and drawbacks, quantum dots LCD versus OLED and detailed market forecast.