SEMI Member and Exhibitor Breakfast

SEMICON Europe 2011

13 Oct 2011

Agenda

• Main SEMI Europe Activities in 2011

• Membership

• Public Policy

• SEMICON Europa – Facts and Figures

• Discussion, Q & A

• Networking

SEMI Europe Achievements

• Record attendance at ISS Europe in Grenoble, Brussels Public Policy

Forum, PV Fab Mgr Forum, PVGroup production hall at Intersolar

Munich and SEMICON Russia.

• The SEMI Europe White Paper and more than 150 interactions with the

EU and national governments have led to the KET paper for a

competitive Europe in semiconductors. Now implementation is key!

• SEMI facilitated the Cell Technology and Manufacturing group (CTM)

that launched among others the International Technology Roadmap for

PV (ITRPV.net).

• Successfully established our new office in Berlin and expanded the

SEMI Europe, Grenoble Office.

• Increased membership from 190 (2009) to 256 (2010) to 280 in (2011)

SEMI Europe Advisory Board

Mike Allison

Managing Director

Edwards

Alain Astier

Group VP

STMicroelectronics

Heinz-Martin Esser

CEO

R&R Ortner

Gilbert Declerck

Board Member

IMEC

Rob Hartman

VP, ASML

Volker Braetsch

VP Marketing

Siltronic

André Auberton

CEO, Soitec

Michael Hummel

General Manager

Texas Instruments

Eric Maiser

Sector Head

VDMA

Franz Richter

CEO

Thin Materials

Gerhard Rauter

Eicke Weber

President

ISE

Paul Hyland

CEO, Aixtron

Steenkamp

COO

Centrotherm

European Staff SEMI Europe Berlin

Helmholtzstrasse 2-9

House D / 3rd floor

D-10587 Berlin

Stephan Raithel Director PV Europe (PV Group)

Managing Director, Berlin Office

Eva Weller Operations Manager

SEMICON Europa Show

Manager

Theresia Fasinski Team Assistant

Heinz Kundert

President, SEMI Europe

Beat Mueller

Director, Member Relations

SEMI Brussels Office

20 Rue Joseph II

B-1000 Brussels

Carlos Lee Director General, Brussels Office

SEMI Europe,

Grenoble Office

3 Parvis Louis Néel

38054 GRENOBLE

Anne-Marie Dutron Directeur General, Grenoble

Office

Yann Guillou

Business Development

Maria Gaillard Administration

SEMI Moscow Office

Bumazhny proezd 14,

building 3

127015 Moscow

Alla Famitskaya Regional Director, CIS

Fred Kolb

Sr. Advisor Technology

Americas

27%

Taiwan

12%

China

12%

Europe

14%

India

1%

Japan

23%

Korea

9%

Singapore

2%

CHINA 216

Companies

EUROPE 259 Companies

INDIA 15 Companies

JAPAN 435

Companies

KOREA 167

Companies AMERICAS 521

Companies

SINGAPORE 33 Companies

TAIWAN 216 Companies

1,862 Members As of July 2011

Location of SEMI Member HQs

Total Members by Size

Under $5 M

67%$1B - $2B

1%

$500M - $1B

1%

$100M - $500M

3%

Over $2.5B

>1%

$25M - $100M

6%

$5M - $25M

22%

Global presence:

Offices in Silicon Valley, Washington D.C., Belgium, China, France, Germany, India, Japan, Korea, Russia, Singapore and Taiwan

Membership Update

EU Membership Histroy and

Forecast

0

50

100

150

200

250

300

350

400

1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 (Oct)

2011 F 2012 F 2013 F 2014 F

CORP ASSOC AFFIL ALLIED

EU Members by Country

Germany; 119

France; 33

Netherlands; 24

United Kingdom; 19

Switzerland; 17

Russian Federation; 13

Austria; 8

Italy; 6

Finland; 5

Israel; 5

Belgium; 3

Denmark; 3

Ireland; 2

Liechtenstein; 2

Morocco; 2 Portugal; 2 Sweden; 2

United Arab Emirates; 2

Belarus; 1

Czech Republic; 1

Hungary; 1

Iran, Islamic Republic Of; 1

Lithuania; 1

Luxembourg; 1

Norway; 1

Turkey; 1

Ukraine; 1

Capacity: By Region

Worldwide Installed Capacity

(without Discretes)

10%

14%

18% 18%

13%

16%

-4%

9%7% 7%

(4)

(2)

-

2

4

6

8

10

12

14

16

18

2003

2004

2005

2006

2007

2008

2009

2010

2011

2012

Source: SEMI World Fab Forecast reports

In Millions

200mm Equivalent

wafers/month

-6%-4%-2%0%2%4%6%8%10%12%14%16%18%20%22%24%26%

Change in % Taiw an

SE Asia

S. Korea

Japan

Europe &

MideastChina

Americas

Change

Fab Equipping Spending

Equipment Spending by Regionwithout Discretes

$-

$2,000

$4,000

$6,000

$8,000

$10,000

$12,0001

Q1

0

2Q

10

3Q

10

4Q

10

1Q

11

2Q

11

3Q

11

4Q

11

1Q

12

2Q

12

3Q

12

4Q

12

SEMI, Jan 2010 to Dec 2012 - August 30, 2011

Taiwan

SE Asia

Korea

Japan

Europe &

M ideast

China

Americas

in US$ Million

Europe Market Highlights

• Over the past ten years, semiconductor manufacturers in

Europe have spent over $55 billion on semiconductor

equipment and materials

• Total installed fab capacity will grow 6% in 2011 and 5% in

2012 in Europe

• 300 mm fab capacity in Europe is expected to increase by 23% in

2011 and 14% in 2012.

• Investments in advanced process technologies and materials

drives spending in Europe:

• Equipment spending: $3.9 billion in 2012

($380 million for Test and Assembly Equipment)

• Materials spending: $3.4 billion in 2012

SEMI Europe Lobbying Topics • Competitiveness

– Industrial Policy • Advanced Materials (KET HLG)

• Nano-Electronics (KET HLG)

• Advanced Manufacturing Systems (KET HLG)

• Photovoltaic (KET HLG)

• Raw Materials Initiative

– Simplification of the EU Research Framework Programmes

– Intellectual Property

– Education

• Environmental Regulations – RoHS (Restriction of Hazardous Substances)

– WEEE (Waster of Electrical and Electronics)

• Semiconductors in key applications – Telecommunication

– Automotive

– Aerospace, Defense and Security

SEMI Europe 2011 Advocacy Partners

10/13/2011 Customer Satisfaction Study 15

Satisfaction Among SEMI

Members

Overall Satisfaction with SEMI Among Members - Percent Above Acceptable and Acceptable -

● All regions maintained, or improved, levels of satisfaction among Members except Korea.

/ = Statistically significant difference between 2010 and 2011. See “notes” for sample sizes.

Importance of Key SEMI Activities

10/13/2011 Customer Satisfaction Study 16

SEMICON Europa – Fact & Figures

• 35 years SEMICON Europa

• 350 exhibitors (2010: 350)

– 172 Primary Exhibitors

• First time fully integrated PE2011 - Plastic Electronics exhibition and

conference

• Over 40 different programs, workshops and sessions

• Special focus on young engineers – FutureLOUNGE supported by

Infineon and Global Foundries

• Dedicated marketing activities to attract engineering and purchasing

teams from EU fabs

• Next event 9-11 October 2012 (Dresden)

Statistics 2008-2011

0

50

100

150

200

250

300

350

400

2009 2010 2011

Number of Exhibitors

Co-Exhibitors

Primary

0

2

4

6

8

10

12

14

2009 2010 2011

Avg sqm / Exhibitor

avg. sqm / Exhib.

Microelectronic fields.

Microelectronic industry fields account by application:320 Fabs in Europe with

several Fabs involved in 2 or more fields. Single sites: 265 Fabs in Europe today.

SiC Schottky

Diodes - Infineon MCU Cortex M4 -

STMicroelectronics

GYPRI angular rate sensor

– Tronics Microsystems

RFID tag -

PolyIC

WLP MEMS & ASIC - VTI Solar junction CPV

cells

Fab location in Europe

• European survey covering 50 countries.

• TOP 3 countries representing more than

50% of European Fabs.

• Germany is counting 30% of global

european number of Fabs.

Discussion, Q & A

• How is this years SEMICON Europa for you?

• What should be done different?

• How good are you connected with SEMI in

Europe?

• What should SEMI Europe do different or in

addition? What services would you like to get?

• How do you judge the state of industry? Globally

and in Europe?