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Welcome to the SEMI Quarterly Report to Members: Documentation of SEMI accomplishments for Q4 of 2012 (October through December) | ||
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![]() Q4 (October-December 2012) Accomplishments | ||
SEMICON Japan 2012 and PV Japan 2012 were held concurrently at Makuhari Messe on December 5-7, filling the venue with more than 110,000 visitors in three days. Total verified attendance was 34,145. Over 850 companies exhibited at the combined show. The 450mm transition was highlighted at SEMICON Japan this year, and much attention was focused on the 450mm information delivered in the opening keynote by Kazumasa Yoshida, president of Intel KK, and presentations at the 450mm Transition Forum by Kazuo Ushida, president of Nikon Precision Equipment, Akihisa Sekiguchi, VP of Tokyo Electron, and other key presenters (450mm Transition Forum presentations are available at 450 Central). The SEMI Technology Symposium (STS) featured test, packaging, TSV, MEMS, lithography, and DFM presentations and discussions. Technical and business sessions included Used Equipment, SEMI Standards and EHS seminars and meetings. The show floor was filled with new technologies and innovations-- focused breakthrough areas included: Power Semiconductors, 3D-ICs, Printed Electronics, 450mm, EUV, and MEMS. PVJapan 2012 On December 5-7 in Makuhari, PVJapan 2012 was held concurrently with SEMICON Japan, featuring 196 exhibiting companies and total attendance of 11,000 from eight countries. The event featured an Executive Forum with executives from Sharp, JGC Mirai Solar, and Fraunhofer Institute for Solar Energy Systems ISE. In addition, PVJapan 2012 offered nine technical seminars where frontline engineers and experts delivered the latest on: Markets Trends, Solar Power Generation Business, Thin-Film Solar Cells, Installation/Construction, Next Generation Solar Cells, and more.
SEMICON Europa 2012SEMICON Europa 2012 was held October 9-11 in Dresden, Germany. With more than 4,100 visitors and exhibitors in attendance and over 340 companies exhibiting, the event had an international audience representing 62 countries. Highlights included the executive programs including the 6th Executive Summit, Market Briefing, and 450mm Session. SEMICON Europa 2012 included over 180 speakers with more than 1,000 program attendees. SEMICON Europa also hosted the 16th European Fab Manager's Forum, covering improving manufacturing productivity and extending the life of existing fabs through new technologies and markets.
Plastic Electronics 2012Co-located with SEMICON Europa for the third consecutive year, Plastic Electronics 2012, was held October 9-11 in Dresden. The event covered OLEDs (for Display and Lighting), Flexible and Organic PV, integrated smart systems and focused on transferring technology into volume manufacturing and addressing new markets for consumers and industry. It featured 66 exhibiting companies and more than 1,000 visitors from over 60 countries. International Technology Partners Conference (ITPC) 2012 At the 27th International Technology Partners Conference (ITPC) 2012, held November 4-7 in Maui, Hawaii, industry leaders from all over the globe convened to discuss and collaborate on global manufacturing, technology and trade issues for the semiconductor and adjacent industries. With over 100 attendees, the conference featured keynote speakers from IBM, Qualcomm, and Toshiba plus four executive panels: Policy Mechanisms and Opportunities, Power of the New Innovation Model, Opportunities and Challenges in Wafer Fab processes and Technologies, and Changing Era Challenges (including 450 and Litho). Strategic Materials Conference (SMC) 2012 On October 23-24 in San Jose, Calif. (SEMI Headquarters), the Strategic Materials Conference 2012 was held. This event is the only conference dedicated to exploring the synergies, trends and business opportunities in advanced electronic materials. Over 130 attended the conference which featured keynotes by Micron's John Smythe, Raytheon's Kang Wang, and Stanford University's Reinhold A. Daushardt. Attendees chose from five program tracks including: Carbon-based Materials: Energy; Storage and Semiconductors; LED and Power Semiconductors; Organic and Printed Materials; and Semiconductor Trends and Opportunities. PV Taiwan 2012 PV Taiwan 2012, held October 3-5 in Taipei, came to a successful conclusion in early October with 8,000+ visitors gathered from 60 countries. A total of 119 one-on-one trade meetings were arranged for 40 foreign buyers during the 3-day show which was expected to generate more than US$ 120 million in immediate and future business deals. The CEO Forum chaired by Dr. P.H. Chang, CEO of Motech, featured the CEOs from Neo Solar, Trina, GCL and Green Energy to share the market trends. Another member event was held on Oct.30 which shared the potential business opportunities in Japan, East Europe and South Africa. China LED Manufacturing Conference 2012 On October 19 in Shanghai, co-organizers SEMI and Swagelok presented the 2012 China LED Manufacturing Conference. The event, focused on building up a communication platform across the LED manufacturing chain, featured presenters from Swagelok, Air Products, AIXTRON, AZZURRO Semiconductors, Dow Chemical, InvenLux, and more. More than 300 attended the event. WEBINARS
Americas Region Events
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![]() Q4 (October-December 2012) Accomplishments | ||
Semiconductor Equipment Book-to-BillSeptember 2012: US$ 912.8 million in orders; book-to-bill ratio of 0.78 (final); October 2012: $742.8 million in orders; book-to-bill ratio of 0.75 (final); November 2012: $718.6 million in orders; book-to-bill ratio of 0.79 (revised); December 2012: $924.1 million in orders; book-to-bill ratio of 0.92 (prelim). *Book-to-Bill: a ratio of 3-month moving averages of worldwide bookings and billings for North American-based semiconductor equipment manufacturers; note that the November 2012 Book-to-Bill final numbers will be reported in February, etc. Silicon Wafer Shipment Forecast In October, SEMI projected that polished and epitaxial silicon shipments will total 8,901 million square inches in 2012, 9,400 million square inches in 2013, and 9,965 million square inches in 2014. Data refers to polished silicon wafers (including virgin test wafers) and epitaxial silicon wafers shipped by wafer manufacturers to semiconductor end-users. Semiconductor Equipment OutlookIn December, SEMI projected that worldwide sales of new semiconductor manufacturing equipment will reach US$ 38.2 billion in 2012, according to the year-end edition of the SEMI Capital Equipment Forecast. Following a 151% market increase in 2010 and 9% growth in 2011, the equipment market will contract in 2012, and is expected to decline by 2% in 2013. In 2014, growth will resume. Semiconductor Materials Market The market for semiconductor materials is expected to reach $47.7 billion in 2012 and grow to $49.8 billion by 2013. Worldwide Semiconductor Equipment Billings Worldwide semiconductor manufacturing equipment billings reached $9.06 billion in the third quarter of 2012. The billings figure is 12% percent lower than Q2 2012 and 15% lower than the same quarter a year ago. The data is gathered jointly with the SEAJ from over 100 global equipment companies that provide data on a monthly basis. SEMI Opto/LED Fab Forecast Following a 60% capacity expansion in 2011, LED fab investments will slow down somewhat with expected capacity expansion of 39% and 26% in 2012 and 2013, respectively. Overall LED equipment investment may decline about 30% from $2.6 billion in 2011 to $1.8 billion this year. Spending in 2013 could see some small improvement over 2012. Webinar: Outlook on the Semiconductor Manufacturing Industry In a December 11 webinar, Lara Chamness presented on the "Semiconductor Materials Outlook" and Chris Dieseldorff presented on "Fab Spending and Capacity Outlook in 2013." Both Chamness and Dieseldorff work in the Industry Research and Statistics group at SEMI. |
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![]() Q4 (October-December 2012) Accomplishments | ||
3DS-IC
Documents ready to be published in early 2013:
At Fall meetings, five documents authorized by China committee for balloting in Cycle 1-2013
As part of SEMICON Japan and PV Japan:
At SEMICON Japan, the Japan Regional Standards Committee recognized 10 outstanding contributors to the SEMI Standards program in Japan which generated nine new and 38 revised or reapproved documents during 2012. The awardees are:
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![]() Q4 (October-December 2012) Accomplishments | ||
| ADVOCACY 450 Central Almost six months ago, SEMI announced the introduction of 450 Central (www.semi.org/450), a web-based information service to help the semiconductor industry efficiently transition to 450mm-ready solutions and keep the industry informed of important news and perspectives on 450mm wafer processing. The website compiles new product announcements, industry news, technology information, SEMI Standards updates, presentations, and other relevant information on 450mm wafer processing. The 450 Central website gets over 2,000 views per month. SEMI Europe addresses national governments on the importance of III-V compounds SEMI Europe addressed a meeting of national ministries for the industry on 30 November 2012, to explain how III-V compounds are currently irreplaceable when it comes to delivering the fast, smart and efficient devices that Europe's digital agenda and vision for economic growth are grounded in. At present, two III-V compounds, GaAs and InP, are entering the European regulatory process and their classification renders them eligible for further restrictions on use. Government representatives were warned that any additional regulation of these compounds should first take into account the risk management measures already in place. SEMI Europe continues to work with members to provide evidence about current risk management standards and avoid any unnecessary additional regulation. Distributed PV Application and Commercialization Forum Government officials, industry association leaders, top managers from PV manufacturers, PV project developers, and grid companies, academia and researchers gathered at a forum in Shunde Guangdong, China to discuss PV policy incentives, industry upgrades, techno-economy, management and market mechanisms. More than 300 attended the event, where opportunities and challenges in distributed PV applications in China were examined. Speakers included representatives from: Suntech, JA Solar, Longji, Astronergy, Nuvosun and more. Discussions centered on the Renewable Energy Development's "Twelfth Five-Year Plan," in which the NDRC declared that both PV power generation and applications should focus on centralization and distribution. A target of 10GW for distributed PV systems, 50% of the entire PV installation, has been set. The event took place in conjunction with the November 2012 SEMI China PV Advisory Committee Meeting. SEMI Applauds Approval of Permanent Normal Trade Relations (PNTR) for Russia In December, SEMI praised Congressional leadership as the U.S. Senate passed legislation (92-4 vote) to normalize trade relations with Russia. The House of Representatives voiced similarly overwhelming support (365-43 vote) on November 16. The Russia and Moldova Jackson-Vanik Repeal Act (H.R. 6156) has since been signed by President Obama. The Act allows American companies to receive the full benefits of Russia's recent accession to the World Trade Organization (WTO) by waving an outdated, Cold War-era amendment that restricted trade. SEMI North American Advisory Board Commits to Corporate Tax Reform Principles In anticipation of the possibility of large scale corporate tax reform being undertaken by Congress, SEMI sent a letter to House Ways and Means Chairman Dave Camp (R-MI) and Ranking Member Rep. Sander Levin (D-MI) to express our members intention that the U.S. corporate tax code should be lowered to be more competitive with other developed nations. SEMI would like to see the top corporate tax rate reduced to be closer to the average rate of 25.1% for industrialized nations. In addition, SEMI supports the retention of innovation polices like the R&D tax credit and it being made permanent. The third principle SEMI members would like to see implemented is a shift to a territorial tax system. Moving to a territorial tax system that is more in line with the way the rest of the world taxes business will make the U.S. a better place for corporations to be headquartered, and therefore create increased economic activity. SEMI Submits Comments on Renewable Energy Trade to U.S. International Trade Commission In response to an invitation from the United States International Trade Commission (ITC) regarding an investigation into U.S. production of renewable energy related products, SEMI submitted testimony to the commission on its members' role in the global PV supply chain. The testimony highlighted the strength of the U.S. supply chain, especially in equipment and materials, and supplied compelling information n regarding the number of American jobs that are supported by the solar industry. In addition, the testimony called for a broad-based trade agreement to lower and eliminate tariffs on PV-related goods worldwide. Findings of the investigation are expected to be released on June 28, 2013. SEMI Export Control Working Group Holds Inaugural Meeting SEMI convened members of its Export Control Working Group (ECWG) for the first formalized gathering of SME export professionals supporting public policy. Members reviewed the group's 2012 activities and outlined 2013 priorities, while also approving a formalized meeting structure going forward. The ECWG serves to monitor U.S. policies governing the trade of dual-use goods. The group openly advocates for policies which promote innovation and growth within the industry, while supporting national security concerns. In 2013, the ECWG looks to expand its leadership role within the industry and further strengthen ties with government agencies. SEMI Publishes Regulatory Summary of the New U.S. Conflict Minerals Regulation The U.S. Securities and Exchange Commission (SEC) recently published the final regulatory language of the law requiring U.S. and foreign companies to report on the conflict-minerals content of their products. The SEMI Conflict Minerals Working Group reviewed the regulation and published a summary discussing impacts to SEMI members. SEMI had previously provided feedback to the SEC regarding draft language of the regulation. The SEC formally acknowledged the feedback and incorporated into the final regulation more than four dozen instances of suggestions from SEMI. SEMI Hosts EHS Regulatory Compliance Seminar at SEMICON Japan 2012 At SEMICON Japan, SEMI held a regulatory compliance seminar to discuss regulatory impacts to members involved in high tech manufacturing. Regulatory topics included the U.S. Conflict Minerals Legislation and changes to the European RoHS Regulation. Global Environment Symposium at SEMICON Japan 2012 At SEMICON Japan, SEMI held a technical seminar focusing on the latest sustainability-related issues affecting members involved in high-tech manufacturing. Topics included energy and water conservation and green house gas (GHG) emission abatement. EHS Technical Content Shared at SEMI China LED Manufacturing Workshop SEMI hosted a technical seminar at full-day technical and business seminar on October 19 in Shanghai addressing issues affecting LED manufacturing. A number of presentations focused on EHS issues relevant to manufacturers and their supply chains, including pollution prevention, energy conservation, and occupational safety. Global Environment Symposium at SEMICON Japan 2012 At SEMICON Japan in December, SEMI held a technical seminar focusing on the latest sustainability-related issues affecting members involved in high-tech manufacturing. Topics included energy and water conservation and greenhouse gas (GHG) emission abatement. ANNOUNCEMENTS CAST Elects New Leadership to Address Future of Semiconductor Test In November, the Collaborative Alliance for Semiconductor Test (CAST), a SEMI special interest group, elected new leadership to advance their mission to develop, accelerate and support industry-wide advances in semiconductor test. Elected by a unanimous vote of the CAST Steering Committee was Chris Portelli Hale, Manufacturing Test director at STMicroelectronics, as CAST chair, and Octavio Martínez, senior director of Engineering, Qualcomm, as vice chair. WORKFORCE DEVELOPMENT SEMI Foundation/High Tech U Four High Tech U programs were held in the fourth quarter. Fab Owners Association, KLA-Tencor, Rambus, Atmel, ON Semiconductor and Infineon were key sponsors.
SEMICON Japan 2012 Job Fair A semiconductor equipment and materials companies Job Fair was held during the SEMICON Japan 2012. Almost 170 students from 55 universities and colleges attended the Job Fair to learn about the industries and meet recruitment staff from 14 member companies. Almost 100% of participating students said they were satisfied with their experience at the event. | ||
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