Market Briefing Date: 21 October, Messe Dresden Room: tbd The annual SEMI Market Briefing provides reliable and timely market information, forecasts and expert analysis to help industry managers in their business planning.

…

Semiconductor
08:30	Semiconductor market update “Title to be determined” Malcolm Penn, President and CEO, Future Horizons
08:50	Semiconductor Equipment Market Overview and Outlook John West, Managing Director, VLSI Research Europe
09:10	Q&A with the speakers
Semiconductor Packaging
09:30	Packaging Update Andy Longford, Managing Director, PandA Europe
MEMS (Micro-Electro-Mechanical Systems)
10:00	Emerging MEMS Applications Driving Growth for the Next 5 Years Jean-Christophe Eloy, President and CEO, Yole Développement
10:20	MEMS Back to Double Digit Growth Jérémie Bouchaud, Director - Principal analyst MEMS, iSuppli
10:40	Q&A with the speakers
11:00	Coffee Break / Networking
Photovoltaic
11:30	When the Demand will be in Line with the Offer...? Jean-Christophe Eloy, President and CEO, Yole Développement
11:50	PV Market Overview – The Real Challenges Lie Ahead! Markus Hoehner, founder and CEO, EuPD Research
12:10	Q&A with the speakers
Emerging Market
12:30	Solid State Lighting (SSL) / LED market update “Title to be determined” Brian Swiggett, Managing Partner, Prismark Partners
13:00	End

Who Should Attend
Senior professionals in marketing, finance, sales, procurement, business development, consulting and product planning, investors and analysts.

Price Information (in EUR, without 19% VAT)	Until October 1	After October 1	Onsite
SEMI Members	€ 150	€ 200	€ 250
Non-Members	€ 200	€ 250	€ 250

Presentation Abstracts and Speaker Biographies

Semiconductor market update

Biography

Malcolm Penn, President and CEO, Future Horizons Malcolm Penn is the founder of Future Horizons, a high-technology market research company and semiconductor industry analyst. He is also the President of Future Horizons' Moscow-based subsidiary firm, East-West Electronics. Mr Penn has over 40 years experience in the electronics industry and for most of that time has worked extensively throughout Europe as well as in the United States, the former USSR, Japan and Korea. Most recently, Mr Penn has worked closely with several firms and organisations in the former Eastern Bloc region as a consultant to the semiconductor and related industries. Future Horizons was also a member of the 1994 European Commission sponsored Cornu Panel of senior industry executives responsible for publishing the “Report of the European Microelectronics Panel” used to help formulate a strategy for future EC microelectronics support in Europe.

Emerging MEMS Applications Driving Growth for the Next 5 Years

Biography

Jean-Christophe Eloy, President and CEO, Yole Développement JC Eloy has created YOLE Développement in 1998 and is managing Yole Développement in term of international development and strategic orientations of the company. He is directly in charge of the Mems and 3D IC activities at Yole Développement. JC Eloy and the 20 analysts of YOLE Développement are working directly with the key players of the industry from equipment and materials suppliers to device manufacturers and system integrators.  Jean-Christophe Eloy has been 6 years manager of the marketing department of CEA/LETI (France), applied R&D organization involved in the semiconductor, Mems and instrumentation fields (1300 researchers). He then created the semiconductor practice at Ernst & Young in Europe and worked as senior manager in charge of the development of European activities.   Jean-Christophe Eloy is involved since 1991 in the Mems and semiconductor areas.  JC Eloy is Engineer from INPG/ENSERG (semiconductor and telecommunications) and has a MBA from EM Lyon.

MEMS Back to Double Digit Growth

Abstract

MEMS is back on fast track with double digit growth from 2010 to 2014 after having experienced its first recession in 2008 - 2009.
The automotive MEMS market for example is rebounding spectacularly early 2010 with most sensor suppliers reaching again the high level marks of 2007. Not only safety mandates like TPMS in Europe after 2013 or ESC in the US and Europe boost the market, the Chinese market is also a new factor of growth especially for powertrain applications.
The consumer and mobile phones markets confirm its role as new locomotive of the MEMS fast train. In 2009, 28% of the phones featured an accelerometer, up from 10% in 2008. Gyroscopes are appearing in first smart phones in 2010 and noise suppression boosts the MEMS microphone market as it drives adoption of dual microphones in phones.
Finally, high value market in medicine, instrumentation defence and aeronautics continue to be a fertile ground for over 100 suppliers of MEMS sensors, from MEMS gyroscopes which gradually displace their fiber optic counterparts to microbolometers for predictive maintenance, building inspection of surveillance applications.
Fast growth comes along with a strong price pressure and iSuppli will show how innovation e.g. on packaging enables to defend margins in that dynamic market.

Biography

Jérémie Bouchaud, Director - Principal analyst MEMS, iSuppli Deutschland GmbH iSuppli Jérémie Bouchaud is unique to the MEMS industry, his breadth of MEMS device and application knowledge is unmatched, particularly in terms of automotive, consumer markets and RF MEMS. He was a founder and head of MEMS research for Wicht Technologie Consulting (WTC), acquired by iSuppli in April 2008. At iSuppli, Jérémie is responsible for the MEMS service area. The success of WTC was due to a large degree to the MEMS research which Jérémie developed. In the course of his career, Jérémie has led over 100 MEMS-related market research endeavors. Prior to WTC, he oversaw technology transfer for sensors and MEMS at the German office of CEA-LETI. Jérémie is a graduate of the Munich University of Applied Sciences and of Ecole Supérieur de Commerce of Grenoble. He speaks German, English and French.

Chip Packaging In Europe – A Market Overview (TSV/WLP, Leadframe based, and laminate based capabilities)

Abstract

Sub-Contract Assembly and Test facilities (SAT’s) are predominantly an “offshore” (OSAT) capability as far as the European semiconductor chip makers are concerned. So in terms of chip packaging capability, Europe has been considered as only a provider of specialist and low volume capability. Even so, top IC makers such as STMicroelectronics still have some of their own in house assembly and test facilities located in Europe.
Emerging chip packaging technologies tend to start their life in European companies. This is the only way that Europe keeps itself “in the game”. Smart card assembly, (chip cards), Solar Cells and plastic electronics are very much European developments and the new TSV and wafer level chip packaging technologies are key developments supported by European equipment suppliers, who serve a global market.
This presentation looks at where the European Chip Packaging Industry is and how it is tailoring itself to meet the demands of a fast moving, dynamic market segment. It will review the overall picture and feature an overview of the top Europe based sub-contract packaging facilities that support the ever changing needs of European chip makers.

Biography

Andy Longford, Managing Director, PandA Europe Andy is a Chartered Engineer and Fellow of the Institution of Engineering & Technology IET (formerly the IEE). He is director of PandA Europe, a European technical & market consultancy company involved in Semiconductor chip Packaging and Electronics Interconnection. He is a director of QoSL Consultants of London responsible for ‘Emerging technologies’. He Chairs the SEMI Europe Advanced Packaging Committee and is a member of the SEMI European Standards Committee. He also serves as member of a number of technical committees relating to electronics interconnection technology development. In the field of Semiconductors, Opto devices and MEMS, Andy has worked on chip package designs for a number of years and is currently involved with emerging chip package design analysis and technical support work in conjunction with a range of specialist client companies. He has published a number of related technical papers including Packaging for Optomems, RF components and Molded interconnect devices and has presented Papers at conferences in USA, Europe and SE Asia.

PV Market Overview – The Real Callenges Lie Ahead!

Abstract

2009 was the year of crises but the real challenges lie ahead. The year 2010 marked significant change in the German PV market.
In the second half of 2009 the market managed to outstrip even the most optimistic expectations. Germany reaffirmed its reputation and position, once again, by proving to be reliable safeguard for the PV industry. The German PV market will undoubtedly experience yet another surge in demand in 2010. And yet this is where the risk lies: Following drastic changes in the incentive schemes, the world’s strongest PV market is now facing an even bigger challenge. However, what does the future hold? The impact of the amendments made to the German Renewable Energies Law will certainly be felt across the board. Which markets will be able to absorb the volume of production that has flooded onto the German market, particularly in the last two years? How will the global PV industry develop? What positions will the markets of, for example, China, India, USA and the UK occupy in the future?
The days where business was straight forward and trouble free are past: PV companies now have to find and explore new opportunities. EuPD Research will highlight these opportunities as well as providing an overview of the general developments in the global PV market thus far.

Biography

Markus Hoehner, founder and CEO, EuPD Research Markus A.W. Hoehner is the founder and CEO of the “Hoehner Research & Consulting Group GmbH” – repre-sented through “EuPD Research” and “360|Consult”. He has top level research and consulting know-how in various fields, including renewable energies, clean technologies and sustainable management. Prior to the foundation of the Group the graduated economist gained experience as a management consultant, a managing partner as well as a director of strategic planning and business development in the communication industry.

Solid State Lighting (SSL) / LED market update

Biography

Brian Swiggett, Managing Partner, Prismark Partners Brian Swiggett is founder and Managing Partner of Prismark Partners, a thirty-person international electronics industry consulting firm that works at all industry levels from systems to semiconductors. The company focuses on providing strategic business advice and analysis to companies operating at the leading edge of the electronics industry. He holds BA and BE degrees from Dartmouth College and its Thayer School of Engineering and has had a wide range of experience in the electronics industry over the past twenty five years. While at Kollmorgen Corporation, his management responsibilities ranged from systems development to manufacturing engineering, product marketing, and operations in the areas of electro-mechanical and electro-optic systems, printed circuit manufacturing and process development, elastomeric connectors, and materials development. He holds several US patents for his work in these areas. He works with a wide range of Prismark’s clients in areas such as semiconductor packaging, system level interconnection and assembly, thermal management, electronic materials, intellectual property assessment, and acquisition strategy.