Europe – 50% Growth in 2014; Mapping Out your Opportunities

Europe – 50% Growth in 2014; Mapping Out your Opportunities

By Heinz Kundert, president, SEMI Europe

The recently published SEMI Year-end Forecast predicts that the new semiconductor manufacturing equipment market will increase 23.2 percent for 2014, with another market gain of 2.4 percent expected for 2015. While Europe as a region contracted this year (to $2.0 billion in 2013), it is forecast to increase more than 50 percent (year-over-year) to $3.1 billion in 2014 and $3.2 billion in 2015.

Advanced technology is no longer defined by shrinks alone. “More than Moore” and advanced packaging will additionally contribute to keep Moore’s Law going. Bosch and STMicroelectronics have become world leaders in MEMS with two-digit growth (year-over-year) and recently IDMs and foundries announced they would enter “More than Moore” markets for diversification.  

Although the introduction of EUV and 450mm in volume production is still struggling with technical and economic challenges, research and development will continue. Forward-looking companies want to be ready once the market is taking off.

According to Neelie Kroes, European Commissioner, the European vision is to reach a 20 percent share of worldwide semiconductor manufacturing by 2020. Is the vision realistic? How can we achieve such an ambitious goal? The SEMI Industry Strategy Symposium Europe (23-25 February in Salzburg) will question the critical issues of that plan, in addition to defining market demands and customer requirements to help you with your strategic business plans.

ISS-Europe has been the industry’s most influential annual planning data for nearly three decades.  This year, you’ll hear an impressive line-up of speakers who will share their views on the future of semiconductors and related sectors — relative to macroeconomics, mega-trends, global and regional market-development, 450mm transition, EUV status and the question what comes beyond Silicon. Be part of a controversial debate that provides you reference points to shape your own strategic direction for the coming year and beyond.

The conference begins with a session on STRATEGY “Implementation of the 10/100/20 EU Strategy” with keynotes from:

  • Richard Koo, Chief Economist, Nomura Research
  • Sean Hunkler, EVP, NXP
  • Mathew Gehl, director technology, Deutsche Bank

The session includes a Panel Discussion moderated by Malcolm Penn, CEO, Future Horizons, with panelists:photo

  • Marcel Annegarn, director general, AENEAS
  • Joel Hartmann, EVP, STMicroelectronics
  • Richard Kuehnel, head of EC, rep to Austria, EC
  • Reinhard Ploss, CEO, Infineon
  • Han Westendorp, VP, corporate Marketing Front-end, ASM
  • Rutger Wijburg, senior VP and GM, Fab Management, GLOBALFOUNDRIES

The conference program features two sessions:

  • BUSINESS (“Future Markets Driving Microelectronics”) with keynotes from IBM, IC Insights, Infineon, Siemens AG, Synopsys, and Yole Développement
  • TECHNOLOGY (“New Technologies: Critical and Challenging”) with keynotes from ASML, imec, Intel, GLOBALFOUNDRIES, Multitest, Renault, and STMicroelectronics.

ISS Europe continues to be the most valuable forum for company executives based in or operating within Europe and globally. The presentations will stimulate discussions and the conference format ensures ample time for networking with your peers.  Do not miss this opportunity — I hope to see you at the Industry Strategy Symposium in Salzburg.


December 4, 2013