European industrial strategy for micro/nanoelectronics
In May 2013 European Commission Vice-President Neelie Kroes launched an ambitious strategy to get around 20% of semiconductor manufacturing back to Europe by 2020. This will be achieved by an unprecedented public/private investment partnership:
Europe's industry has set out the technologies, market opportunities and investment priorities to achieve the 10/100/20 vision.
Leading European industry actors have set out a roadmap for implementing the EU 10/100/20 strategy. The roadmap, published on 14 February 2014, was drafted by the Electronic Leaders Group (ELG), that was set up by the European Commission and consists of: ARM, ASML, CEA, Fraunhofer, Globalfoundries, imec, Infineon, Intel, NXP, SOITEC, STMicroelectronics.
In these pages you will find an overview of the vision set out by EU pulbic authorities and the actions industry proposes to achieve this vision:
This is the first clear statement by public authorities in Europe that they are committed to reinforcing semiconductor manufacturing–related investment in Europe.
"I want to double our chip production to around 20% of global production.... It's a realistic goal if we channel our investments properly… A rapid and strong coordination of public investment at EU, Member State and regional level is needed to ensure that transformation..."
Neelie Kroes, European Commission Vice-President, 23 May 2013
Industry’s objective is to double the economic value of the semiconductor component production by 2020-2025 by focusing on three markets:
What key actions does industry foresee to implement EU 10/100/20? top of page
The roadmap acknowledges the need to reinforce Europe’s fab capacity, both by upgrading existing fabs but also by building new fabs. To address the high costs involved in building new fabs, it proposes exploring the possibility of alternative manufacturing models (moving beyond the established concepts of IDM, fab-less, fab-light, IP-provider, suppliers, foundry).
Equipment and Materials
Key areas for Europe to invest in include:
Industry expects a public investment package of at least € 1 Billion and adapting EU competition and state aid rules. Recently the EU proposed state aid rules that can facilitate large-scale public/private investment in manufacturing, based on the concept of an ‘important project of common European interest’. Under this concept, public funding could be allowed to support all actions from the start of a project (feasibility study) up to CAPEX and OPEX for first industrial deployment.
What technology trends will Europe focus on? top of pageThe implementation roadmap for EU 10/100/20 calls for industry and European public authorities to invest in new technologies that will deliver sustainable global competitiveness post-2020, specifically: Technologies with impact on Europe’s market share before 2020:
Why is this strategy important? top of page
This strategy is more than just a vision -it’s a major opportunity for equipment and material suppliers to participate to large-scale investment projects, increase their holding in key technologies and reach out to new customers and markets.
And implementation has already started!
5 new pilot lines were launched in May 2013 under the ENIAC Joint Undertaking (EU public-private funding program), worth over €700 Million and bringing together over 120 partners. These ‘pilot lines’ allow research centers and companies to cooperate across borders to test and perfect new technologies and tools, such as: technologies and equipment for GaN-based substrates; 450mm equipment and materials; 300 mm power semiconductors; new MEMS materials and packaging; 28/20nm FD SOI.For more information on the 5 pilot lines launched in 2013, please click here.
In July 2013 the French government launched ‘Nano2017’, a five-year investment program for nanoelectronics research and manufacturing in Grenoble worth € 3.5 Billion: € 1.1 Billion from EU, national and local budgets. The program includes both big players as well as about 100 small and medium-sized companies from across the supply chain. And it is not just about the money.
The strategy's most significant achievement is that it places the micro- and nanoelectronics sector high on the political agenda. It is a commitment for public authorities to support the sector and create a positive regulatory framework for companies in terms of competition rules or energy policy.
Who is this strategy targeting? top of page
All industry players: