ecsel ju: supporting the value chain from equipment to ... · a wild: ecsel ju: supporting the...

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ECSEL JU: Supporting the Value Chain from Equipment to Applications Andreas Wild Executive Director 1 IISB-Jahrestagung 2015, Erlangen, 20 November 2015 HALBLEITERFERTIGUNG IM WANDEL – 30 JAHRE KOOPERATION IN DER WERTSCHÖPFUNGSKETTE

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Page 1: ECSEL JU: Supporting the Value Chain from Equipment to ... · A Wild: ECSEL JU: Supporting the Value Chain from Equipment to Applications, IISB Jahrestagung, Erlangen, 20 November

ECSEL JU: Supporting the Value Chain from Equipment to Applications

Andreas Wild

Executive Director

1 IISB-Jahrestagung 2015, Erlangen, 20 November 2015

HALBLEITERFERTIGUNG IM WANDEL – 30 JAHRE KOOPERATION IN DER WERTSCHÖPFUNGSKETTE

Page 2: ECSEL JU: Supporting the Value Chain from Equipment to ... · A Wild: ECSEL JU: Supporting the Value Chain from Equipment to Applications, IISB Jahrestagung, Erlangen, 20 November

A Wild: ECSEL JU: Supporting the Value Chain from Equipment to Applications, IISB Jahrestagung, Erlangen, 20 November 2015

2

Electronic Components and Systems: the “Smart” of Everything

Smartphone

Smart Card

Smart Grid

Smart Cities

Smart Mobility

Smart Governance

….

Smartanything !

“Smart” = chips running software, integrated in a system, enabling applications !

Page 3: ECSEL JU: Supporting the Value Chain from Equipment to ... · A Wild: ECSEL JU: Supporting the Value Chain from Equipment to Applications, IISB Jahrestagung, Erlangen, 20 November

A Wild: ECSEL JU: Supporting the Value Chain from Equipment to Applications, IISB Jahrestagung, Erlangen, 20 November 2015

3

German Cancellor

Ca

ll fo

r A

ctio

n

Page 4: ECSEL JU: Supporting the Value Chain from Equipment to ... · A Wild: ECSEL JU: Supporting the Value Chain from Equipment to Applications, IISB Jahrestagung, Erlangen, 20 November

A Wild: ECSEL JU: Supporting the Value Chain from Equipment to Applications, IISB Jahrestagung, Erlangen, 20 November 2015

4

Reversing the Trend

Market Share of the

Leading Companies

Headquartered in Europe CapEx per Headquarter Region

Euro

pea

n S

nap

sho

t

Positive signs ! -The market share decay slowed down

- Some companies actually gained market share and improved ranking

- Merger and acquisition activities point in the right direction

Page 5: ECSEL JU: Supporting the Value Chain from Equipment to ... · A Wild: ECSEL JU: Supporting the Value Chain from Equipment to Applications, IISB Jahrestagung, Erlangen, 20 November

A Wild: ECSEL JU: Supporting the Value Chain from Equipment to Applications, IISB Jahrestagung, Erlangen, 20 November 2015

5

Installed Wafer Capacity

Investments Announced in 2014:

Million 200mm equivalent wafers per year

<= 200mm 300mm

$14.7B

$14.7B

$17B

$170B in 5 – 10 years

$6B

ELG Roadmap ?

Euro

pea

n S

nap

sho

t

Page 6: ECSEL JU: Supporting the Value Chain from Equipment to ... · A Wild: ECSEL JU: Supporting the Value Chain from Equipment to Applications, IISB Jahrestagung, Erlangen, 20 November

A Wild: ECSEL JU: Supporting the Value Chain from Equipment to Applications, IISB Jahrestagung, Erlangen, 20 November 2015

6

The Weakest Link: Foundries

Equipment Materials

EDA

IDM OutSourced Assembly&Test

2012: 33.9%

2017: 45.3%

Euro

pea

n P

rio

riti

es

33.9%

45.3%

Page 7: ECSEL JU: Supporting the Value Chain from Equipment to ... · A Wild: ECSEL JU: Supporting the Value Chain from Equipment to Applications, IISB Jahrestagung, Erlangen, 20 November

A Wild: ECSEL JU: Supporting the Value Chain from Equipment to Applications, IISB Jahrestagung, Erlangen, 20 November 2015

7

It Was Hard…

Early 1980s, a 6” fab was ~ $100M:

“No new company can enter Top 10,

the fab cost is prohibitive!”

Exp

ecta

tio

ns

Page 8: ECSEL JU: Supporting the Value Chain from Equipment to ... · A Wild: ECSEL JU: Supporting the Value Chain from Equipment to Applications, IISB Jahrestagung, Erlangen, 20 November

A Wild: ECSEL JU: Supporting the Value Chain from Equipment to Applications, IISB Jahrestagung, Erlangen, 20 November 2015

8

It Got Harder… E

xp

ecta

tio

ns

Page 9: ECSEL JU: Supporting the Value Chain from Equipment to ... · A Wild: ECSEL JU: Supporting the Value Chain from Equipment to Applications, IISB Jahrestagung, Erlangen, 20 November

A Wild: ECSEL JU: Supporting the Value Chain from Equipment to Applications, IISB Jahrestagung, Erlangen, 20 November 2015

9

… and Harder… E

xp

ecta

tio

ns

Page 10: ECSEL JU: Supporting the Value Chain from Equipment to ... · A Wild: ECSEL JU: Supporting the Value Chain from Equipment to Applications, IISB Jahrestagung, Erlangen, 20 November

A Wild: ECSEL JU: Supporting the Value Chain from Equipment to Applications, IISB Jahrestagung, Erlangen, 20 November 2015

10

2020 (?), 450mm:

$17 B (?)

… and It Will Not Get Easier! H

isto

rica

l ch

alle

nge

s

Page 11: ECSEL JU: Supporting the Value Chain from Equipment to ... · A Wild: ECSEL JU: Supporting the Value Chain from Equipment to Applications, IISB Jahrestagung, Erlangen, 20 November

A Wild: ECSEL JU: Supporting the Value Chain from Equipment to Applications, IISB Jahrestagung, Erlangen, 20 November 2015

11

Europe’s market share - 20% at level 1 (equipment and materials) - 9% at level 2 (semiconductors, other

components) - 12% at level 3 (subsystems, including software) - and 16% at level 4 (systems)

- significant share (~30%) in embedded

ELG Recommendation: Launch in H2020/ECSEL high-impact projects to develop, test and deploy innovations in essential areas of key importance to Europe

Page 12: ECSEL JU: Supporting the Value Chain from Equipment to ... · A Wild: ECSEL JU: Supporting the Value Chain from Equipment to Applications, IISB Jahrestagung, Erlangen, 20 November

A Wild: ECSEL JU: Supporting the Value Chain from Equipment to Applications, IISB Jahrestagung, Erlangen, 20 November 2015

12

ECSEL = Electronic Components and Systems for European Leadership

ECSEL JU: a Public-Private Partnership

Keeping Europe at the Forefront of Technology Development

Established by the Council Regulation (EU) No 561/2014

What is ECSEL?

Page 13: ECSEL JU: Supporting the Value Chain from Equipment to ... · A Wild: ECSEL JU: Supporting the Value Chain from Equipment to Applications, IISB Jahrestagung, Erlangen, 20 November

A Wild: ECSEL JU: Supporting the Value Chain from Equipment to Applications, IISB Jahrestagung, Erlangen, 20 November 2015

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Implement a public-private partnership in electronic components and systems, bridging the gap between research and exploitation, aligning strategies to increase European and national investments, building an advanced ecosystem on manufacturing, design and system engineering to serve key markets addressing societal challenges.

ECSEL JU Mission

Page 14: ECSEL JU: Supporting the Value Chain from Equipment to ... · A Wild: ECSEL JU: Supporting the Value Chain from Equipment to Applications, IISB Jahrestagung, Erlangen, 20 November

A Wild: ECSEL JU: Supporting the Value Chain from Equipment to Applications, IISB Jahrestagung, Erlangen, 20 November 2015

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Autonomous Union body implementing a JTI; eligible costs > 5B€

Members: - EU (represented through the Commission): H2020 contributions up to 1.17 B€

- ECSEL Participating States : envisaged contributions ~ 1.17 B€

- Private Members (Assoc. AENEAS, ARTEMIS-IA, EPoSS) >2.7 B€

Derogation from H2020 reimbursement rate

ECSEL JU Funding

Administrative arrangements ECSEL JU - Public Authorities:

EU/EC: Delegation Act entrusting ECSEL with budget execution

ECSEL Participating States have three options: - Administer national grants independently (information exchanges)

- Entrust ECSEL with cost recognition but not with paying national grants

- Entrust ECSEL with the cost recognition and paying national grants

Page 15: ECSEL JU: Supporting the Value Chain from Equipment to ... · A Wild: ECSEL JU: Supporting the Value Chain from Equipment to Applications, IISB Jahrestagung, Erlangen, 20 November

A Wild: ECSEL JU: Supporting the Value Chain from Equipment to Applications, IISB Jahrestagung, Erlangen, 20 November 2015

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• Permeating virtually all industrial branches and all aspects of societal life

• 3-way model: – Union + Participating States + private sector

• Including large / small countries and regions • Supporting the whole ecosystem:

– Sequoias (large industry) – Trees (medium-sized enterprises) – Bushes (small enterprises) – Grass-root innovation (institutional / academic)

• Naturally able to combine funding sources (e.g.H2020 +National, + ESIF etc.)

ECSEL JU: an Inclusive Programme

Page 16: ECSEL JU: Supporting the Value Chain from Equipment to ... · A Wild: ECSEL JU: Supporting the Value Chain from Equipment to Applications, IISB Jahrestagung, Erlangen, 20 November

A Wild: ECSEL JU: Supporting the Value Chain from Equipment to Applications, IISB Jahrestagung, Erlangen, 20 November 2015

17

ECSEL JU Multi Annual Strategy Plan 2015 Coverage

(in person.months)

Page 17: ECSEL JU: Supporting the Value Chain from Equipment to ... · A Wild: ECSEL JU: Supporting the Value Chain from Equipment to Applications, IISB Jahrestagung, Erlangen, 20 November

A Wild: ECSEL JU: Supporting the Value Chain from Equipment to Applications, IISB Jahrestagung, Erlangen, 20 November 2015

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Overview of ECSEL Projects

Eligible Costs Grants

2014 708.1 298.7

2015 652.6 265.5

TOTAL 1360.7 564.2

Page 18: ECSEL JU: Supporting the Value Chain from Equipment to ... · A Wild: ECSEL JU: Supporting the Value Chain from Equipment to Applications, IISB Jahrestagung, Erlangen, 20 November

A Wild: ECSEL JU: Supporting the Value Chain from Equipment to Applications, IISB Jahrestagung, Erlangen, 20 November 2015

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FP7/H2020 Calls

ECSEL JU: a Mechanism among Other Best Suitable for Combining Funding

Contractual PPPs

EUREKA Clusters

National Programmes

Member States

JTIs /JUs BBI, Clean Sky, FCH, IMI, S2R

EeB, FoF, SPIRE, EGVI, Photonics, Robotics, HPC, 5G

CATRENE, ITEA3, ΣURIPIDES2, CELTIC+, EUROGIA+, ACQUEA,

Industry

Regions

Smart Specialization ESIF/ERDF

The

Poss

ible

Page 19: ECSEL JU: Supporting the Value Chain from Equipment to ... · A Wild: ECSEL JU: Supporting the Value Chain from Equipment to Applications, IISB Jahrestagung, Erlangen, 20 November

A Wild: ECSEL JU: Supporting the Value Chain from Equipment to Applications, IISB Jahrestagung, Erlangen, 20 November 2015

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Thank you for your attention!

Page 20: ECSEL JU: Supporting the Value Chain from Equipment to ... · A Wild: ECSEL JU: Supporting the Value Chain from Equipment to Applications, IISB Jahrestagung, Erlangen, 20 November

A Wild: ECSEL JU: Supporting the Value Chain from Equipment to Applications, IISB Jahrestagung, Erlangen, 20 November 2015

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Timeline 2015

jan feb mar apr may jun jul aug sep oct nov dec

PO closed 12 May

FPP closed 8 Sep

Call(s) open

17 March

Public Authorities Working Group: - Rules evaluation /selection (rating steps) - Launch of calls 2015

PAB

Mee

tin

g G

B M

eeti

ng

GB

: A

do

pt

WP

20

15

Evaluationby Experts

PAB

Fu

nd

ing

De

cisi

on

Corrections by NFAs

EU and NFA pre-commitments*

EU and NFA contribution adjustments

GR

AN

T A

GR

EEM

ENTS

P

RO

JEC

T ST

AR

T

Fix Contri- butions

*: under caveat: pending budgetary authorities decision

Page 21: ECSEL JU: Supporting the Value Chain from Equipment to ... · A Wild: ECSEL JU: Supporting the Value Chain from Equipment to Applications, IISB Jahrestagung, Erlangen, 20 November

A Wild: ECSEL JU: Supporting the Value Chain from Equipment to Applications, IISB Jahrestagung, Erlangen, 20 November 2015

22

Co-Funding: Larger, Stronger Actions

R&I Phase

*: percentages for illustration only, actual value will vary according to different criteria

Industrial Phase

3. Subsequent ESIF

EU: 25%*

Private: >50%*

4. Parallel ESIF

National: 25%*

Co

mb

inin

g Fu

nd

ing:

a U

niq

ue

3-W

ay M

ech

anis

m

2. Preparatory ESIF 1. Included ESIF

ESIF + ECSEL: MAX IMPACT!