German Micro/Nanotechnology Industries Opportunities for R&D collaboration
Jochem Delsen Intern Innovation Department Royal Netherlands Embassy Berlin 15-12-2014
Source: NL Agency
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
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Research Questions • • • • • • • •
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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?
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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
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Goals Improve Dutch competitive position through internationalization Sub-goals: • • • •
Sketch German Micro-electronics market Determine important applications/trends Identify major German-based companies Identify collaboration opportunities
• Improve relations between knowledge institutes • Follow-up
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Micro-Systems Technology Industry Growth rate MST “Germany’s global market share in MicroSystems Technology (MST) is forecast to increase to an impressive 21 percent in 2020. Compound annual growth rate (CAGR) for the coming decade is estimated at nine percent, with turnover increasing from EUR 100 billion in 2010 to EUR 235 billion in 2020 (red. in the German MST Market.)” Source: The Electronics and Microtechnology Industry in Germany, German Trade and Invest 2012
German MST production value. Source: The Electronics and Microtechnology Industry in Germany – German Trade & Invest 2012/2013
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Trends Global 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)
IoT (Internet of Things). Source: Gigya
• Global Semiconductor consumption for IoT will be almost $9.1 billion in 2014 and $43.5 billion by 2020. Source: Gartner 2013
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Trends Nanotechnology Developments Graphene One atom thick layer of carbon
Carbon Nano Tubes Cylindrical nanostructures
Nanowires Wires with very small diameter
Nanoparticles Surfaces or biomedical solutions
Carbon Nanomembrane 1 nm thick membranes
Gartner Semiconductor and Electronics Hype Cycle. Source: Garner July 2013 8
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Trends Nanotechnology Developments MEMS Microelectromechanical systems
Nano-composites
MEMS
Reinforced materials
Nanostructures Tiny structures on nanometer scale
Aerogels
Nanostructures
Gel-like ultralight materials
Drug delivery Cancer treatment by using nanotechnology
Aerogels
Fuel Cells Nanoparticles make fuel cells more cost-efficient 9
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Trends Graphene Graphene has huge potential due to its favourable properties. It is a 2-dimensional single atomic layer of graphite. Tensile properties being 100 times stronger than steel. Also heat conduction and current properties are valuable.
Germany as largest European country in terms of graphene publications in 2011. Source: GRAPHENE-CA 2012
Current obstacles: • Obtaining high quality graphene • CMOS compatibility • Process integration Number of scientific publications and citations in Germany. Source: GRAPHENE-CA 2012 10
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Trends Moore.. Development in Micro-/Nano technology semiconductors • More Moore Scaling • More than Moore (MtM) Functional Diversification • Beyond Moore
Source: A More-than-Moore Roadmap – ITRS 2010
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Trends More Moore.. Development in Micro-/Nano technology 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
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Semiconductor Industry The German semiconductor industry • Production Process • Value Chain • Key players
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Semiconductor Value Chain & Opportunities Production Process Design
Front-end
Back-end
Testing
System Integration
Assembly
Front-end refers to the fabrication from a blank wafer to a completed wafer (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 the processes thereafter; such as test, assembly and packaging. Companies: ASMPT, BESI, SUSS MicroTec, MatriX etc.
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Semiconductor Value Chain System: Consists of 2 axes: Equipment-axis (horizontal) Systems-axis (Vertical) Revenue: Revenue in Systems, Applications and Markets is presumably larger than in rest of chain (500 B€ vs 50 B€) Markets: Semiconductor Industry Automotive Healthcare Consumer Machinery Security Energy Office Etc.
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Key Players Value Chain
Identification of key players in value chain is important in order to know where potential partners and partner’s focus lies. 16
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Key Players Micro-/nanotechnology by Bundesland Large Companies 60 50 40
Large Companies
30 20 10 0
Large companies in micro/nanotechnology are found in NRW, Hessen, Bayern and BW. Source: Nanomap
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Clusters 20 18 16 14 12 10 8 6 4 2 0
Clusters in micro/nanotechnology are found in NRW, BW, Saxony and Bayern. Source: Nanomap
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Key Players Leadlist: Micro-/nanotechnology Clusters and Networks Organizations
Location
Sillicon Saxony
Dresden
NanoMicroMaterialsPhotonic.NRW
Dusseldorf
Hessen Nanotech
Wiesbaden
MicroTec SW
Stuttgart
IVAM Fachverband fĂźr Mikrotechnik
Dortmund
Nano in Germany
Dusseldorf
NanoMat
CENIDE Center for Nanointegration DuisburgEssen
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Karlsruhe
Dortmund
Most activities are observed in NRW, Saxony, Bavaria and BW. Source: Nanomap
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Key Players Leadlist: Research in Micro-/Nano Organization
Type
Location
Fraunhofer Nano Allianz (8 Fraunhofer institutes 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 Raumfahrt e.V. (DLR)
Research Institute
Stuttgart
TU Dresden Institute of Semiconductors and Microsystems
Univerisity
Dresden
Universität Leipzig
University
Leipzig
Karlsruher Institut für Technologie (KIT)
University
Karlsruhe
RWTH Aachen
University
Aachen
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Most activities are observed in NRW, Saxony and BW. Source: Nanomap Innovatie Attaché Netwerk - Berlijn
Key Players Key players in Semiconductor Value Chain based on their R&D rating. Source: EU TOP 1000 Rank EU rank
Name
Value Chain
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ROBERT BOSCH
5 23 63 70
762
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R&D intensity (%)
Sales 2012 (€M)
Employees 2012
Location
Applications
BadenWurttemberg
Automobiles & Parts
4924
11
9
52464
305877
SIEMENS
Applications
Bavaria
Electronic & Electrical Equipment
4572
2
6
78296
410000
BASF
Materials
Hessen
Chemicals
1766
8
2
78729
113262
Bavaria
Technology Hardware & Equipment
455
-4
12
3904
26658
Hessen
Chemicals
384
9
3
13629
33298
377
10
9
4163
23736
70
34
31
228
964
34
7
19
180
1034
11
-16
10
108
400
INFINEON Semiconducto TECHNOLOGIES rs EVONIK INDUSTRIES
Materials
Health Care BadenEquipment & Wurttemberg Services Technology 274 AIXTRON Equipment NRW Hardware & Equipment Technology ELMOS Semiconducto 419 Semiconductors Hardware & SEMICONDUCTOR rs Equipment 73
R&D 3 years R&D 2012 growth (CAGR (€M) 3y, %)
Industrial sector
CARL ZEISS
SINGULUS TECHNOLOGIES
Equipment
Applications
Bavaria
Industrial Engineering
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Key Players
Infineon
Infineon Technologies AG
Revenue
3,834 Mrd
Description: Infineon is a German electronics company. Originated in 1999 from the semiconductor-department of Siemens AG. Its main markets are:
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 IPC Drives, etc
Location
Neubiberg, Bavaria
Automotive Industrial Power Control Power management & Multimarket Chip Card & Security
Infineon is listed nr. 63 in the TOP 1000 chart for European R&D expenditures. Opportunities: - Large R&D Budget
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Key Players
AIXTRON
AIXTRON SE
Revenue
182,9 Mil
Description:
R&D expenses
70 Mil
Employees
776
R&D Focus
Semiconductor equipment
Applications
Equipments for semiconductor manufacturing
Partnerships
Fraunhofer IISB, RWTH Aachen
Website
www.aixtron.com
CEO
M. Goetzeler
Events
Sil, etc
Location
NRW, Aachen
Spinoff from RWTH Aachen. Specialises in manufacturing metal organic chemical vapour deposition equipment, aimed at clients in the Semiconductor industry. Number 274 on EU TOP 1000 RD companies (2012) Opportunities: - Large R&D CAGR and RD intensity
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Key Players Bosch Is a multinational in engineering and electronics. Also the world largest supplier of automotive parts. Bosch Automotive Electronics (AE) Is the largest manufacturer of micromechanical products and one of the largest automotive semiconductor manufacturers in Europe BOSCH is listed nr. 3 in the TOP 1000 chart for European R&D expenditures.
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Bosch Revenue
46.1 Bil
R&D expenses
4.9 Bil
Employees
281,381
R&D Focus (AE) Automotive semiconductors and sensors Applications (AE)
Automotive industry
Partnerships
Dutch Bosch
Website (AE)
http://www.boschsemiconductors.de
CEO
Dr. Frank Melzer
Events
CTI Berlin
Location
Reutlingen, BW
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Key Players Siemens Is a German multinational conglomerate company headquartered in Berlin and Munich. It is the largest engineering company in Europe.
Siemens Revenue
80.88 Bil
R&D expenses
4572
Employees
410000
R&D Focus
Automotive semiconductors and sensensors
Applications
Communication systems, power generation technology, industrial and buildings automation, lighting, medical technology, 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
Siemens is listed nr. 5 in the TOP 1000 chart for European R&D expenditures.
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Key Players Carl Zeiss AG German manufacturer of optical systems, industrial measurements and medical devices, founded in Jena, Germany in 1846 by optician Carl Zeiss.
Zeiss Revenue
4,240 Mil
R&D expenses
376.7 Mil
Employees
23736
R&D Focus
Health Care Equipment & Services. Automotive semiconductors and sensensors
Applications
Precision binoculars, spotting scopes, telescopes, night vision equipment, laser-guided rangefinders, riflescopes, planetarium projectors and other optical equipment.
Partnerships
ASML
Website
http://www.zeiss.com
Contact
CEO: Dr. Michael Kaschke
Events
IDS, W3+
Location
Oberkochen, BW
Zeiss is listed nr. 73 in the TOP 1000 chart for European R&D expenditures.
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Key Players
SUSS
SUSS MicroTec Supplier of equipment and process solutions for the semiconductor industry and related markets. The high precision microstructuring systems like photolithography tools are used for manufacturing of processors, memory chips, MEMS, LED and other micro system devices.
Revenue
134,5 Mil
R&D expenses
(-)
Employees
655
R&D Focus
Photolithography
Applications
Supplier semiconductor equipment
Partnerships
Strategic Alliance, Philips
SUSS MicroTec partnered with Philips Research for developing nanoimprint lithography processes.
Website
www.suss.com
CFO
Michael Knopp, CFO
Events
SPS IPC drives, Valve World
Location
Munich, Bavaria
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Key Players ZMDI Zentrum Mikroelektronik Dresden AG (ZMD AG) is a fabless (since March 2007) semiconductor manufacturer based in Dresden. Founding partner of Silicon Saxony.
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ZMDI Revenue
90 Mil
R&D expenses
(-)
Employees
320
R&D Focus
Semiconductors
Applications
Semiconductors
Partnerships
Founding partner Silicon Saxony
Website
http://www.zmdi.com/
CEO
Thilo von Selchow
Events
NRW.Nanokonferenz Dortmund
Location
Dresden, NRW
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Focus & Opportunities NL-DU Opportunities 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 Tier suppliers from major Equipment companies
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Conclusion Value 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 2 methods: 1) Market Driven “strategy” (e.g. aim at automotive market) 2) Semiconductor value chain (e.g. develop finished products to insert in existing German value chain
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Next Steps 1.Develop PIB (3yr plan) • Define Focus • Contact Key Players (CTO’s) • Map funding possibilities for collaboration • Map/plan activities 2. Execution • Attend Fairs/events • Approach organizations • Build partnerships
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Additional Slide 1 Wafer size development forecast: Purple: 450 mm (!) Green: 300 mm Red: 200 mm
Source: ISMI 2010 31
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Additional Slide 2 Actors in Semiconductor value chain:
Source: Gartner 2006 32
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Additional Slide 3 Important Micro/ Nanotechnology research institutions are: •
Fraunhofer Gesellschaft
•
Max Planck Society
•
Helmholtz Association
•
Leibniz Association
RD Expenditure 14%
18%
State/Private Institutions Universities
68% Industry
Total RD expenditure in Germany in 2012 is €79.11 Bn. Source: DE Statis - Statistisches Bundesamt 2014
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Type of research and funding of German institutes. Source: DAAD Innovatie Attaché Netwerk - Berlijn