SEMI® Global Update ♦ July 2012 IN THIS ISSUE Members Explore New Markets: Organic, Printed, Flexible Electronics Foundries and OSATs Driving Taiwan Investment Entering a New Age of Materials and New Markets (New SMC) Beyond 193i and Sub-22nm: Tackling the Cost and Technical Drivers Plastics Electronics Conference Announcement Upgrading/Transformation: Escape from LED Structural Overcapacity Pressure Docking and Mounting Generic Terminology Guidelines Now Available PV Executives Meet in Western China to Explore the PV Installation Market Secondary Equipment Essential for U.S. Fab Productivity SEMICON West Standards Preview: Focus on 3DS-IC and HB-LED "BEST of WEST:" SST/SEMI Announce 2012 Finalists OLED Displays/Lighting Use Printing Processes, Flexible Substrates SEMI Releases Q1 2012 Worldwide PV Equipment Market Statistics Report IP Survey Results and White Paper Event Calendar EUROPE September 20 Italy Networking Day October 8-11 Standards Meetings October 9-11 SEMICON Europa October 9-11 Plastic Electronics Exhibition and Conference ASIA September 3-5 SOLARCON India September 5-7 SEMICON Taiwan NORTH AMERICA July 9 PV Fab Managers Forum July 9-12 Standards Meetings July 10-12 SEMICON West 2012 July 10-12 PV Prod at Intersolar NA September 19 Northeast Forum September 27 Austin Golf Classic FROM THE EVP OF SEMI EMERGING MARKETS SEMI Members Exploring New Markets in Organic, Printed and Flexible Electronics After years of development, the technology for making electronic circuits with organic materials, non-vacuum processes, and flexible substrates is beginning to make significant progress. Leading the way are OLED displays where Merrill Lynch estimates the market will grow from US$ 4 billion in 2011 to $20B in 2015 and as high as $35 billion in 2017. Samsung alone is expected to spend $5 billion a year on OLED capex annually for the next several years. As the OLED display market develops, many of the new manufacturing solutions, technologies and materials that emerge may be applied to other flexible and organic electronic applications including OLED lighting, thin-film logic and memory, thin-film batteries, and organic PV. (more) Tom Morrow www.semi.org Advertisement Foundries and OSATs Driving Taiwan Investment By Clark Tseng, SEMI Taiwan Industry Research & Statistics 2012 started out with a mixed bag of results in Q1. Foundry and memory makers were mired in a market trough that continued from the weak second half of 2011, but they did see light at the end of the tunnel. Entering a New Age of Materials and New Markets By Jeff Anderson, Eminess Technologies In October 2012, SEMI re-launches the Strategic Materials Conference to provide more focus and accessibility for everyone in the materials community. Beyond 193i and Sub-22nm: Tackling the Cost and Technical Drivers By Debra Vogler, Instant Insights Inc. Economic realities and technological challenges abound as new transistor architectures, new materials, the introduction of extreme ultraviolet lithography (EUVL), 3D-ICs, and the 450mm transition all occur in parallel. Advertisement Global SMT & Packaging is THE assembly journal for electronics manufacturers worldwide. The magazines, websites and newsletters offer solution-led technical articles, insightful columns, coverage of industry news and events, and an exploration of the latest technology emerging in the sector. Plastics Electronics Conference Announces Prestigious Conference Committee of Industry and Academic Leaders PE2012 has announced a prestigious Conference Committee comprised of industry and academic leaders in the area of organic, printed, flexible and large area electronics. Upgrading and Transformation: Escape from LED Structural Overcapacity Pressure After a boon in 2010, the global LED manufacturing production in 2011 did not grow as expected. Capacity utilization reached a low due to the fast capacity expansion and slower market demand. Docking and Mounting Generic Terminology Guidelines Now Available The "SEMI Docking and Mounting Generic Terminology Guidelines" document is now available, from CAST. More News: PV Executives Meet in Western China to Explore the PV Installation Market Secondary Equipment Essential for U.S. Fab Productivity What's New in 3DS-IC and HB-LED Standards? SEMICON West Preview "BEST of WEST": SST and SEMI Announce 2012 Finalists OLED Displays and Lighting Start to Use Printing Processes, Flexible Substrates SEMI Releases Q1 2012 Worldwide Photovoltaic Equipment Market Statistics Report IP Survey Results and White Paper 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: Carlos Lee Content Manager, SEMI Europe 14, Rue de la Science 1040 Brussels, Belgium Tel: 32.2.609.5334; Fax: 32.2.416.6448; Email: semieurope@semi.org Website: www.semi.org/europe Subscribe ¦ Unsubscribe Copyright © 2012 SEMI. All rights reserved.