EU strategy for micro-/nano-electronics in Europe

Willy Van Puymbroeck

9th SEMI Brussels Forum, Brussels

09/11/2015

Overview

• Introduction – some facts and figures

• Micro- and Nanoelectronics as a key KET

• The European Strategy for Micro- and Nanoelectronics Components and Systems

• Progress since 23 May 2013

• The evolving landscape – a picture tells a story

• The bigger picture

• Digital Single Market

• Access to Finance

• Digitising Industry

• Questions

Key Enabling Technologies (KET) –Reminder

• KETs are

• Knowledge intensive and associated with high R&D intensity, rapid innovation cycles

• High capital expenditure and highly skilled employment

• Multidisciplinary, cutting across many technology areas with a trend towards converge and integration

• Instrumental in modernizing Europe's industrial base and in driving the development of entirely new industries'

• There are six KETs

• Advanced Materials

• Nanotechnology

• Micro- and Nanoelectronics

• Industrial Biotechnology

• Photonics

• Advanced Manufacturing Technology

Value created through KETs

Source: Kets Observatory

11 % of world value production

30 % of world value production

Value created through digital

Absolute KETs enabled employment in EU-28

Source: Kets Observatory

Absolute Micro- and Nanoelectronics enabled employment by Member State

Share in employment and share of production for the TOP 10 EU-28 countries in Micro- and Nanoelectronics (in %)

0

5

10

15

20

25

30

35

40

DE

FR

UK

IT

ES

PL

NL

IE

CZ

SK

Source: Kets Observatory

The Industrial Strategy for Electronic Components and Systems in Europe

• 23 May 2013: Commission adopts THE strategy for THE field

• with the aim to reverse the decline of EU's share of world's supply

– Highlights the importance of the sector and the need to act

– Identifies Europe's strength and weaknesses

• Importance of centres of excellence and wider supply chains

• Leading in essential vertical markets almost absent in some large segments

• Undisputed European leadership in materials and equipment

• Relatively modest investment of EU companies

– Proposes an 'aggressive, bold and holistic' strategy – beyond business as usual

• One strategic framework for Europe, use all available instruments

• Focus, build on strengths and seize opportunities

• Coverage full value and innovation chain

• Be at the forefront of technology development

State of PlayElectronic Leaders Group (ELG)

• ELG set-up September 2013, Roadmap and Implementation Plan delivered February 2014 and June 2014 respectively

• Overall objective

• Double the economic value of semiconductor production in Europe

• Overall approach

• A combined market-pull-supply-drive to optimise impact

• Three market opportunities identified and quantified:

• areas where Europe is strong

• emerging system areas

• converging mobility

• Three axes of concrete actions with timing identified:

• demand

• supply

• enhanced framework and infrastructure

• Involve the full value chain/innovation eco-system

State of PlaySupply: Capital Investment

• Guidelines on Criteria for the analysis of the compatibility with the internal market of State aid to promote the execution of Important Projects of Common European Interest (IPCEI) adopted by the Commission in mid-2014

• An IPCEI on Electronics in an advanced stage of development

• Industry-led

• Indicative budget of several billions of Euro investment for the next two years

• A single integrated IPCEI – along four tracks including on FD-SOI

• Build on, but not exclusively, pilot lines supported under ENIAC JU

• Involvement of relevant Member States and Regions

State of PlayRD&I: Launch ECSEL JU

• Council Regulation on ECSEL JU adopted on 6 May 2014

• Call 2014 completed

• ECSEL JU Supports Twelve Projects investing 710M€ in Electronic Components and Systems Research and Innovation

• Focus on supporting Innovation Actions – higher Technology Readiness

• Call 2015 ongoing

• Two-stage submission: evaluation of the second stage ongoing

• Multi-Annual Strategic Plan and Work Plan 2016 under development

• Revision of Multi-Annual Strategic Research and Innovation Agenda – see Stakeholders' Forum Graz

• New concept under consideration: Flagship Initiatives

• In addition and to complement new RD&I called for in Work Programme 2016-2017 as part of H2020

State of PlayMarket-pull and building blocks

• Market-pull strategy

• HIGHLIGHT: Focus Area Call in ICT HORIZON 2020 Internet of Things (IoT)

• Large scale pilots

• Horizontal activities

• R&I on IoT integration and platforms

• Building blocks

– GAMS

• Regional stimulus programme and growth initiatives, Encryption and Non-Practicing Entities

– International cooperation – Korea, Japan, Taiwan, US

– Skills – towards a skills alliance

– Clusters – SILICON EUROPE Alliance and eco-system building

– Nano-materials

– Security

The value chain

The bigger picture

The bigger pictureTen priorities for Europe

1. The investment plan: a new boost for jobs, growth and investment

2. A connected digital single market

3. A resilient energy union with a forward-looking climate change policy

4. A deeper and fairer internal market with stronger industries

5. A deeper and fairer economic and monetary union

6. A reasonable and balanced free trade agreement with the United States

7. An area of justice and fundamental rights based on mutual trust

8. A new policy on migration

9. Europe as a stronger global actor

10. A European Union of democratic change

EC Juncker Priorities (2014-2020)

2015

A New Boost for Jobs,

Growth and Investment#investEU

1 The 315 billion Investment Plan

2 ………….

3……………

A Connected#DigitalSingleMarket

#DSM

4 A Digital Single Market Package

The bigger pictureRoad to the EU Digital Single Market

The bigger pictureAccess to finance

grant

grant

grant

The bigger pictureAccess to finance

EU guarantee

€ 16bn

Infrastructure & Innovation window

Long-term investments € 240 bn

SMEs and mid-cap firms € 75 bn

SME window

EFSI€ 21 bn

Total over 3 years: € 315 bn

EIB financing EIF financing

€ 5bn

The bigger pictureDigitising Industry

• Enabling access to latest digital technologies and expertise

• Leadership in digital industrial platforms

• Filling the skills gap and preparing the workforce for the digital transformation

• Smart regulation for smart industry

• Digital inside

• Digital transformation of processes

• Radical changes of business models

Questions

• Should we explore new cooperation models between E&M suppliers and RTO's? Sort of structural Semiconductor Equipment Assessment

• Regain a footprint in packaging – share, re-shore, invest? Time for action?

• Materials – plenty of choice and plenty of new developments. Nurture cooperation with new players?

• Does the E&M really master Industry 4.0? Value and ownership of data

• And……450mm…..and…..others

Conclusion

Digital security: a key building block

– Security by design

– Usable security

– Embedded security

Spending more vs.

spending better

Cybersecurity

Nanomaterials

European Commission aims to ensure the:

• availability in Europe of all strategic materials of high importance to the Digital Economy

• supply of critical raw materials, particularly of metals currently sourced from outside Europe

• European research, innovation and industrial capability in revolutionary future materials such as graphene and nanomaterials

• appropriate regulatory and policy framework for the exploitation of new materials and devices

Nanomaterials

• Nanomaterials of interest:

– nano-titanium dioxide, nanozinc oxide, fullerenes, carbon allotropes such as nanotubes or (multi-layer) graphene, and nanosilver

• Nanotechnology application areas:

– multilayer materials for ICT and transport, loss; nanoporous materials in assembled products (gas storage, batteries); exploitation of quantum phenomena in nanomaterials for various nanoelectronic and nanophotonic applications

Review of the EC nanodefinition

• Nanomaterial definition adopted in 2011, including a requirement for a review

• JRC published a series of three reports to improve the clarity and the practical application of the EC recommendation on the definition of a nanomaterial

• As the definition should be broadly applicable in different regulatory sectors, the 3rd JRC report suggests that the scope of the definition regarding the origin of nanomaterials should remain unchanged, addressing natural, incidental and manufactured nanomaterials. Furthermore, size as the sole defining property of a nanoparticle, as well as the range of 1 nm to 100 nm as definition of the nanoscale should be maintained

Review of the EC nanodefinition

Nevertheless, several issues deserve attention:

– The terms "particle", "particles size", "externaldimension" and "constituent particles"

– Consequences of the possibility of varying the current 50% threshold for the particle number fraction

– The role of the volume-specific surface area (VSSA)

– The methods to prove that a material is not a nanomaterial

– The list of explicitly included materials

– A clearer wording