SEMI® Global Update ♦ July 2011 IN THIS ISSUE Packaging Equipment Market Outlook Preparing for the Move to 450 mm LED Makers Shifting Focus from Efficacy to Manufacturing Efficiency for Mass-Market Leap Multithreading and Multitasking Improves Wireless IC Production Testing CMP Consumables Market Rebounds Sharply Will Photovoltaics Save Japan? IC Packaging Innovation Increasingly Replacing Moore's Law in Mobile Electronics Competition Maturing Printed Electronics Infrastructure Enables Solar and Memory Markets SEMI Publishes Two New Photovoltaic Standards for Silicon Feedstock and Chemical Quality President Obama Says High Tech Manufacturing is the Key to Growth SEMI CALENDAR ASIA September 7-9 SEMICON Taiwan September 15-17 China International Silicon Conference & Photovoltaic Industrial Development Forum EUROPE October 11-13 SEMICON Europa NORTH AMERICA July 11 PV Fab Managers Forum July 11-14 SEMICON West Standards Meetings July 12-14 SEMICON West July 12-14 Intersolar North America August 25 Silicon Valley Lunch Forum September 28 SEMI Northeast Forum - Succeeding in Solar Packaging Equipment Market Outlook By Clark Tseng, SEMI Industry Research and Statistics The worldwide packaging equipment market recorded a revenue spike of $3.88 billion in 2010. Investments from China, Taiwan, and Southeast Asia were particularly strong, due to fast market recovery and the copper wire transition. Preparing for the Move to 450 mm By Bill Shaner, VP and GM, Microenvironments Business, Entegris While the transition to 450 mm is expected to cost chip manufacturers and suppliers more than previous wafer-diameter shifts, most experts agree the investments will be offset by gains in productivity, cost effectiveness and product performance. Advertisement LED Makers Shifting Focus from Efficacy to Manufacturing Efficiency for Mass-Market Leap By Paula Doe, SEMI Emerging & Adjacent Markets At $10, long life and low energy use make LED lighting costs compelling for the consumer. Despite major recent progress, however, current prices are closer to $40. Multithreading and Multitasking Improves Wireless IC Production Testing By Joe Kelly, Verigy U.S., Inc. Production testing of RF-containing SOC devices for wireless communications has changed a lot over the past few years, primarily driven by economic factors. Semiconductor manufacturers have worked with ATE vendors to increase the amount that devices can be tested in parallel to better utilize their capital equipment. CMP Consumables Market Rebounds Sharply The global Chemical Mechanical Planarization (CMP) consumables market has recovered from the 2008-09 recession with a vengeance. CMP materials revenues for 2010 are up 37% over 2009 and have already recovered to 2007 levels, two years earlier than expected. Advertisement The leading global authority on semiconductor manufacturing Solid State Technology delivers news on developments in process technologies, tools and materials to 50,000 subscribers in the chip making and allied industries. Subscribe here FREE! Will Photovoltaics Save Japan? Japan Prime Minister Naoto Kan revealed Japan's "aim to install solar panels on the roofs of 10 million houses." Although there is argument about the feasibility of this goal, his words reflect the growing Japanese opinion that the nation should rely more on solar and other renewable energies. IC Packaging Innovation Increasingly Replacing Moore's Law in Mobile Electronics Competition IC packaging innovations that deliver high performance applications in a low-profile, low-cost, and low power design are competing with next node processing technologies as the critical platform for competition in the mobile segment. Maturing Printed Electronics Infrastructure Enables Solar and Memory Markets Development of the infrastructure for printing functional materials is finally starting to generate real progress in potentially serious high-volume markets beyond touch screen displays and light-up signage, to light-weight, flexible PV and ultra low-cost memory devices. Figuring out just what products have real market pull has remained somewhat problematic. SEMI Publishes Two New PV Standards for Silicon Feedstock and Chemical Quality By James Amano, SEMI International Standards and EHS Two new PV standards to specify silicon feedstock and to address nitric acid chemical quality were approved during the Spring 2011 Photovoltaic Standards committee meetings in Berlin, Germany, and San Jose, California, bringing the total of published SEMI Standards to 17. President Obama Says High Tech Manufacturing is the Key to Growth President Barack Obama has announced his plan to bring universities and the government together with corporations to strengthen America's manufacturing sector, especially in clean energy and advanced manufacturing. Thank you for reading this newsletter. We hope that you find SEMI Global Update informative and relevant. Let us know if we can improve the content and quality of SEMI Global Update. 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