January 2010

In This Issue

From the SEMI Europe President—An Update for the New Year

PV Market Enjoys Strong Rebound in 3Q09, Outlook Brightens

Japanese Companies Continue to Dominate the Packaging Materials Market

Emerging Markets for Silicon Nanomaterials and Nanostructures

Executives from Q-Cells and Suntech Join SEMI Board

10 Reasons that Companies Believe in the Power of High Tech U

$3 Billion Opportunity for Back-end Equipment and Materials Suppliers: HB-LED Packaging

PV Group Solar Policy Paper Timed with Copenhagen Talks on Climate Change

Progress in Printing Displays and Transistors; Real Opportunity is Integration


From the SEMI® Europe President

Heinz Kundert, President, SEMI EuropeAn Update for the New Year

There's no question about it: 2009 was a tough year. While many companies were cutting back, I am pleased to report that 26 European companies chose to become SEMI members in 2009. In good times and bad, the benefits of SEMI membership are clear and we welcome these new members. Member companies are at the heart of SEMI and the SEMI PV Group — driving the organization.

Plus, an additional European representative has been appointed to the SEMI International Board of Directors. Gerhard Rauter, COO and member of the Executive Board of Q-Cells, joins already appointed Europeans Eicke Weber of Fraunhofer ISE and... (more)

Heinz Kundert
www.semi.org/europe
www.pvgroup.org


ISS Europe 2010

PV Market Enjoys Strong Rebound in 3Q09, Outlook Brightens
By Ross Young, IMS Research
In 3Q09, the PV market reached new highs in quarterly revenues for some layers of the supply chain. Price reductions are slowing, margins are projected to increase, and we predict installations will rise by 51% in 2010. Solar stock prices are surging... How did this turnaround happen so quickly?

Japanese Companies Continue to Dominate the Packaging Materials Market
By Jan Vardaman, TechSearch International, and Dan Tracy, SEMI
Companies headquartered in Japan dominate the global semiconductor materials market. This is especially true in the packaging materials segment of the industry where Japan-based companies are the top suppliers for most of the key materials consumed in semiconductor packaging.

Emerging Markets for Silicon Nanomaterials and Nanostructures
By Lawrence D. Gasman, NanoMarkets LC
Nanomaterials are currently recommended to solve problems or create new markets in the semiconductor industry. Nanocrystalline silicon (or nanosilicon) has the greatest potential returns because it's based on same material that is the foundation of the electronics industry.


Call for European SEMI Awards
Submit your nominations!

SEMI Europe welcomes 26 new members in 2009 Latest newcomers: Sovtest ATE (Russian Federation) and Point-One Innovation Fund (Netherlands)


Executives from Q-Cells and Suntech Join SEMI Board
The SEMI International Board of Directors recently added two new members by appointing Zhengrong Shi, Ph.D., founder, chairman and CEO of Suntech Power Holdings, and Gerhard Rauter, COO and member of the Executive Board of Q-Cells SE.

10 Reasons that Companies Believe in the Power of High Tech U
By Lisa Anderson, SEMI Industry Workforce Development
Students love the technology that powers their iPods and cell phones... but few connect that technology with future career choices. Through "Ah ha!" moments, High Tech U changes the direction of lives. Find out which companies support this effective program.

$3B Opportunity for Back-end Equipment and Materials Suppliers: HB-LED Packaging
By Paula Doe, SEMI Emerging Markets

What emerging market offers a $1 billion opportunity for back-end equipment and materials suppliers in 2010? According to Yole Développement, the packaging of high-brightness (HB) LEDs is a big opportunity with forecasted growth of more than 25% annually.


Key Solar Policy Webcast: FIT for Life
"Importance of Feed-in Tariffs
in Driving Global PV Demand"
Speakers from Fraunhofer ISE, Deutsche Bank, Meister Consultants Group and SEMI PV Group
26 January (Tuesday) at 11am (PST)

To register, click here


PV Group Solar Policy Paper Timed with Copenhagen Talks on Climate Change
By Dan Martin, SEMI PV Group
Coinciding with the Copenhagen global warming talks, the PV Group released a White Paper on solar policy and best practices in feed-in tariffs. This White Paper can help policy makers create effective policies to encourage solar power adoption.

Progress in Printing Displays and Transistors; Real Opportunity is Integration
By Paula Doe, SEMI Emerging Markets
So far it's mostly the ink makers bringing in significant revenues from printed electronics, but demand for displays for e-readers is taking off. Progress is occurring in printing the transistors and integrated systems that will enable more applications.


4th PV Fab Managers Forum
"Technology and Manufacturing Road to Grid Parity"
Hosted by Bosch, Q-Cells, Schott Solar, SolarWatt, SolarWorld, Solland, Sovello, and Sunways
7-9 March 2010, Berlin, Germany



Calendar


Europe Events
SEMI TechBRIEFING "Smart Grid"
25 January

ISS Europe 2010
7-9 February

SEMI Brussels Forum
4-5 March

PV FMF
7-9 March

Intersolar
9-11 June 2010

SEMICON Russia 2010
14-16 June

SEMICON Europa 2010
19-21 October

Asia Events
SEMICON Korea 2010
February 3-5

SOLARCON Korea 2010
February 3-5

LED Korea 2010
February 3-5

SEMICON China
March 16-18

SOLARCON China
March 16-18

China FPD Conf
March 16-17

FPD China
March 16-18

CSTIC 2010
March 18-19

North America Events
ISS US 2010
January 10-13


SMC 2010
January 13-15


New England Breakfast Forum
March 10


Call for Papers
ASMC 2010
Abstract Due: February 2, 2010





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