Slidedeck micro nanotechnology in Germany

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.

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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

3

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