SEMI® Global Update ♦ December 2011 IN THIS ISSUE 2011 Washington Year in Review: Fiscal Outlook Cloudy with a Chance of Progress Semiconductor Equipment: Growth Expected for 2011; Decline in 2012 Advanced Packaging Unit Growth Drives Material Consumption Consumer Markets Drive MEMS Scaling and Efforts to Cut Development Time Fast Forward: Finding New Common Ground in Process Technology R&D From Process to Profit: New Dimensions of Growth in the Semiconductor Industry Taiwan-initiated Solar Panel Shipping Standard Garners International Approval SEMI Urges Productive Dialog to Trade Policies SEMI CALENDAR NORTH AMERICA December 12-14 3-D Architectures for Semiconductor Integration and Packaging January 15-18 Industry Strategy Symposium 2012 Classes 3D Pkg Revolution (new) Fundamentals of Microchip Design and Fab (new) ASIA December 5-7 PVJapan 2011 December 7-9 SEMICON Japan 2011 February 7-9 SEMICON Korea 2012 February 7-9 LED Korea 2012 EUROPE December 8 Photonics TechBRIEFING February 26-28 ISS Europe 2012 Capitol Commentary 2011 Washington Year in Review: Fiscal Outlook Cloudy with a Chance of Progress As the country continues to work its way through troubling financial times, the debate in Washington, D.C. this year has been almost entirely focused on issues of government spending, revenue, and debt. The tone was set by the new Republican majority who came into the House of Representatives with promises fresh from the campaign trail to cut $100 billion in federal spending. This renewed vigor to cut spending, matched with record high deficits, has colored the debate on most every issue in our nation's capital. The forecast for 2012 will likely be more of the same. Despite these problems, and the vast media coverage devoted to them, there have been some successes for our industry this year, with some hope for more before the presidential election that is now less than a year away. (more) Maggie Hershey SEMI North America Public Policy www.semi.org Advertisement Semiconductor Equipment: Growth Expected for 2011; Decline in 2012 By Lara Chamness, SEMI Industry Research and Statistics SEMI projects that worldwide sales of new semiconductor manufacturing equipment will reach $41.8 billion in 2011, according to the year-end edition of the SEMI Capital Equipment Forecast. Following a 151% market increase in 2010, the equipment market will expand by 4.7% in 2011, declining in 2012 before resuming growth in 2013. Market Growth for Packaging Materials: Advanced Packaging Unit Growth Drives Material Consumption By Jan Vardaman, TechSearch International, and Dan Tracy, SEMI Following a record year in terms of semiconductor sales and unit shipments, 2011 turned into a lower growth year than initially expected with several challenges emerging for the packaging material suppliers. Consumer Markets Drive MEMS Scaling and Efforts to Cut Development Time By Paula Doe, SEMI Emerging Markets Robust global demand for smart phones and tablets will drive steady double-digit annual growth for MEMS devices for the next five years-- to reach a $12-17 billion market. These markets push the MEMS sector to focus more on scaling device size and finding ways to reduce development time and speed time-to-market of new applications. Fast Forward: Finding New Common Ground in Process Technology R&D By Dan Armbrust, SEMATECH The structural evolution our industry over the last decade has heightened the need for collaboration. Our industry will need to adopt new strategies for cooperation that forge new common ground – spanning more broadly across regions, extending more deeply into the supply chain, cutting across technology disciplines, and using shared industry R&D centers. Register for SEMI Webcast: Power Semiconductor Technology - P. Roussel, Yole: Wide Band Gap Technologies - M. Germain, EpiGaN: GaN on Silicon Production Technology - J. Oh, SEMATECH: VLSI Processing of III-V on Si for Logic & Beyond From Process to Profit: New Dimensions of Growth in the Semiconductor Industry With the "triple threat" of FinFET, EUV and 450 facing the industry--during a period of uncertain economic growth--at no time during this long history has the issues, challenges and opportunities on the horizon been more daunting or complex. Taiwan-initiated Solar Panel Shipping Standard Garners International Approval SEMI announced the publication of SEMI PV23-1011. The new standard can reduce costs related to damage incurred during the transportation of PV modules. The new standard was primarily authored by the SEMI Taiwan PV Standards Committee, and vetted by the global SEMI PV Standards Committee. SEMI Urges Productive Dialog on Trade Policies By Bettina Weiss, SEMI PV Group Global PV competition is increasing international trade disputes. SEMI released a statement in November in response to a trade complaint by SolarWorld and other domestic solar manufacturers, alleging illegal Chinese subsidies of solar panels in the U.S. 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. Please send your ideas, comments and suggestions to: Deborah Geiger Content Manager, SEMI 3081 Zanker Road, San Jose, California, 95134 Tel: 1.408.943.6900; Fax: 1.408.428.9600; Email: marketingservices@semi.org Website: www.semi.org Subscribe ¦ Unsubscribe Copyright © Semiconductor Equipment and Materials International (SEMI), all rights reserved