kets: a competitive advantage for european regions seminar...
TRANSCRIPT
KETs: A Competitive Advantage for European Regions
Seminar on Smart Specialisation StrategiesIn Czech and Slovak Regions
Brno, 14 May 2012
Gabriel M. Crean, VP for Technology, CEA Technology, CEA& Member S3 Mirror Group
1
Message 1
Message 2
Europe’s regions must leverage their KETs expertise and
turn “science” into product, market share and employment
Outline
Message 3
“Refocus” and “Rebalance” European, National and
Regional Research and Innovation strategies
KETs are crucial to smart, sustainable
and inclusive European economic growth
Message 4
Accelerate “Deployment of KETs” in regions using
synergies between Innovation & Structural Funds
3
• Highly-skilled employment
• Knowledge-intensive
• High R&D intensity
• Rapid innovation cycles
• High capital expenditure
Definition of Key Enabling Technologies
Advanced manufacturing systems
Nan
o-
tech
no
log
ies
Mic
ro a
nd
nan
oel
ectr
on
ics
Ph
oto
nic
s
Ad
van
ced
mat
eria
ls
Bio
tech
no
log
y
6 Key Enabling Technologies
MULTIKETS BOX
KETs are essential to
develop and manufacture advanced products
Chip
substrate
Mems
Camera
KETs are essential to
develop and manufacture advanced products
Societal
Challenge
Advanced materials
Photonics
Microelectronics
Nanotechnologies
Digital
Society
5
World first !
ELIOT®, the first plastic pipe that communicates and is detectable
KETs can revolutionize traditional products
Life-Jacket Antenna
KETs can revolutionize traditional products
Geo-localisation of the Bonelli Eagle
ISERE
KETs can revolutionize traditional
tourist product offerings
8
(Multi) KETs are strategic all along EU value chains
KETs: -Advanced materials-Nanotechnologies-Biotechnologies
KETs: -Advanced manufac-turing Systems
-Biotechnology
KETs: -Nanoelectronics-Photonics
Fro
m K
ETs
to f
inal
pro
du
ct
Material
Equipment
Component
Fro
m p
rod
uct
to s
oci
etal
ch
alle
nge
Product
Solutions &services
Societal challenges
Biomass
Biolsoprene
Biobased Synthesis rubber,
Adhesives, elastomers
Car tyres
Biobased tyres
CO2 reductionEnergy efficiency(Climate change)
Car industry
MOCVD reactor
Lighting
GaN
LED
Lamp
Lighting
Energy efficiency
(Climate change)
Nomadic communication
Nano component(Low power)
Litho scanner
Nanoelectronics
Knowledge society
SOI material
Mobile phone
8
© CEA 2011. Tous droits réservés
| 24/02/2012 | 9
Global Fab
(+ embedded pilot line)
ST Microelectronics
+
IBM Alliance
Equipment suppliers
Material and consumable suppliers
Services
‘Triggering a virtuous cycle from manufacturing’IMPACT on the local ecosystem including SME’s
Over 100
SME’s
© CEA 2011. Tous droits réservés
| 24/02/2012 | 10
Global Fab
(+ embedded pilot line)
ST Microelectronics
+
IBM Alliance
+ 30 spin-off’s
and start-ups
Equipment suppliers
Material and consumable suppliers
Services
‘Triggering a virtuous cycle from manufacturing’IMPACT on the local ecosystem including SME’s
Over 100
SME’s
© CEA 2011. Tous droits réservés
| 24/02/2012 | 11
Global Fab
(+ embedded pilot line)
ST Microelectronics
+
IBM Alliance
Technological
Research
Over 100
SME’sEquipment suppliers
Material and consumable suppliers
Services
Global
Partnership
Along the value chain
2010
SM
E’s
La
rge
com
panie
s
Under
contract
Under
instruction
500
Companies
Including
Over 300
SME’s
‘Triggering a virtuous cycle from manufacturing’IMPACT along value chain
+ 30 spin-off’s
and start-ups
Message 1
Message 2
Europe’s regions must leverage their KETs expertise and
turn “science” into product, market share and employment
Outline
Message 3
“Refocus” and “Rebalance” European, National and
Regional research and innovation strategies
KETs are crucial to smart, sustainable
and inclusive European economic growth
Message 4
Accelerate “Deployment of KETs” in regions using
synergies between Innovation & Structural Funds
13
Concerning patent activity
Europe is still in the KET’s race
Source: European Competitiveness Report 2010, European Competitiveness in Key Enabling Technologies (TNO/ZEW), TKM 2011
Shares of EPO/PCT patents
by regions (percent)
All KETs cumulated
2008
2008 priority patents (published)
0%
5%
10%
15%
20%
25%
30%
35%
40%
45%
'91 '92 '93 '94 '95 '96 '97 '98 '99 '00 '01 '02 '03 '04 '05 '06 '07 '08
East Asia
Europe
RoW
North America
14
Disconnect between EU patent base
and EU manufacturing share
1 - Lithium-ion batteries for low-carbon electric vehicle
3 - PV cells for solar renewable energy
Examples from three dedicated KETs case-studies
2 - Bioethanol production
15Source: European Competitiveness Report 2010, European Competitiveness in Key Enabling Technologies (TNO/ZEW), CGGC, Lithium-ion
Batteries for Electric Vehicles : THE U.S. VALUE CHAIN, October 2010
Europe
% Li-ion battery cell production share in 2008
Asia
87%
31%
Advanced Material Patent Share%
USA
12%
35%
30%
4%Others
Disconnection between patents share and manufacturing share
Case Study: Li-ion battery production
1%
0%
Aggressive US federal and regional
(state) action to attract foreign firms
1. Argonne National LaboratorySource: BASF.com, SAFT.com, chemweek.com, prnewswire.com
BASF breaks ground for North America's most advanced production facility
for Lithium-Ion battery materials in OHIO
2005
2010
BASF invests significantly in lithium-ion cathode materials research and development
SAFT forms a joint venture with Johnson Controls2006
2009 SAFT America to Build New Advanced Battery Plant in Jacksonville, FloridaThe new plant will manufacture lithium-ion cells, modules and battery packs for military, industrial, and agricultural vehicles
March 15, 2010 in Jacksonville, Florida
$50+ million production facility$24.6 million grant from the US
DoEunder the American Recovery and Reinvestment Act.
October 27, 2010 in Elyria, Ohio $200 million production facility
$95.5 million grant from the US
DoE
17
Disconnection between patents, Science, Manufacturing and MarketCase study: PV Cell production
Europe
13%
67%
5%
USA
15%
% PV cell production share in 2010
29%
27%
42%
Asia
2%
Photonics Patent Share
Others
%
Europe = 79 %
of global market
USA =
5 %
ASIE =
11 %
Source: Photon International Mars 2010, European Competitiveness Report 2010, European Competitiveness in Key Enabling Technologies (TNO/ZEW)« JP Morgan, PV News, Oliver Wyman Analysis”
18
Market
Knowledge
The valley of death
The European ‘‘ valley of death ’’
Message 1
Message 2
Europe’s regions must leverage their KETs expertise and
turn “science” into product, market share and employment
Outline
Message 3
“Refocus” and “Rebalance” European, National and
Regional research and innovation strategies
KETs are crucial to smart, sustainable
and inclusive European economic growth
Message 4
Accelerate “Deployment of KETs” in regions using
synergies between Innovation & Structural Funds
20
Market
Technological
facilitiesPilot deployment
Pilot line
European ‘‘ three pillars bridge ’’to pass across the ‘‘valley of death’’
Knowledge
The valley of death
Anchor
companiesIndustrial
consortiaResearch
& technology
organisations
Te
ch
no
log
ica
l re
se
arc
h
Pro
du
ct
de
ve
lop
me
nt
Co
mp
eti
tive
ma
nu
fac
turi
ng
Globally competitive
manufacturing facilities
Asia and US federal R&D funds mainly go to applied “Development”
whereas Europe has the highest share of Basic Research Funding
Note : The selection of the 12 member states has been done dependant on the size and the availability of data. The result should not differ much when the other 15 countries are added since the biggest R&D budgets are taken into account.
Note : For all countries are displayed the latest figures available.Source: Key Science and Engineering Indicators, National Science Board, 2010 Digest, NSF, http://cordis.europa.eu/erawatch, OECD “Research
and Development Statistics”, Own analysis
Rebalancing of EU RDI funding programmes
36%
11%
24% 24% 22%
FP7
92%
EIT - 2%
45%
32%
32% 28% 33%
CIP - 6%
19%
58%
44% 48% 46%
0
10
20
30
40
50
60
70
80
90
100
China Korea US Japan Sum of Member
States
EU
Development
Applied
FP7
Basic
US Accelerating Focus on Industrial Leadership
Message 1
Message 2
Europe’s regions must leverage their KETs expertise and
turn “science” into product, market share and employment
Outline
Message 3
“Refocus” and “Rebalance” European, National and
Regional research and innovation strategies
KETs are crucial to smart, sustainable
and inclusive European economic growth
Message 4
Accelerate “Deployment of KETs” in regions using
synergies between Innovation & Structural Funds
Aggressive US federal and regional
(state) action to attract foreign firms
1. Argonne National LaboratorySource: BASF.com, SAFT.com, chemweek.com, prnewswire.com
BASF breaks ground for North America's most advanced production facility
for Lithium-Ion battery materials in OHIO
2005
2010
BASF invests significantly in lithium-ion cathode materials research and development
SAFT forms a joint venture with Johnson Controls2006
2009 SAFT America to Build New Advanced Battery Plant in Jacksonville, FloridaThe new plant will manufacture lithium-ion cells, modules and battery packs for military, industrial, and agricultural vehicles
March 15, 2010 in Jacksonville, Florida
$50+ million production facility$24.6 million grant from the US
DoEunder the American Recovery and Reinvestment Act.
October 27, 2010 in Elyria, Ohio $200 million production facility
$95.5 million grant from the US
DoE
Technology competitiveness
Manufacturing capacity competitiveness
Public driven Private driven
Combination of funding
Member
States
+ Regions
EU
Combination of funding
DG …
DG …
DG …
Combination of funding to promote RDI investments in KETS
Implemented actions:
Combined Financing
European CommissionEnterprise and Industry
Conclusion : building a bridge to success for Europe
© CEA. All rights reserved
| 27
Development of
Technology building
blocks within DG INFSO,
DG Res & Inv, …
Re-industrialisation of
Europe: KETs Pilot Lines &
Deployment financed by
H2020 and Structural Funds
Capacity Build-out
on a level playing
field: KETs
industrial Policy
Public
Financing
Private
Financing
28
Smart Specialisation:
Evolution of the semiconductor manufacturing
landscape in Europe from 1980 to 2010
Source: Gartner, Own analysis
• For each year, the relative weight of a given site in the European wafer production
• The histogram in the right corner shows the evolution of the total wafer production in Europe
• The different colours indicate the wafer size
0
40
0 40
1980- Production sites > 25,000 wspm 200mm eq.
Σ 299,953
wspm 200mm eq.
Weight of
semiconductors
production sites with
respect to total
semiconductor
production in Europe
GlenrothesGreenock
SwindonChippenham
Bedford
Kiev
ZelenogradMoscow
Vilnius
Bucharest
Zarnovica
Genoa
Catane
Nantes
Tours
Toulouse
Nijmegen
StadskanaalHamburg
Freising
Kista-Stockholm
Munich
Cornaredo
Rennes
Oldham
Ev ol ut i on de l a pr oduc t i on
de se mi - c onduc t e ur s e n Eur ope
( k wspm é q 2 0 0 ’ ’ )
0
2 0 0
4 0 0
6 0 0
8 0 0
1 0 0 0
1 2 0 0
1 4 0 0
1 6 0 0
1 8 0 0
19 8 0 19 8 5 19 9 0 19 9 5 2 0 0 0 2 0 0 5 2 0 10
<100mm’
100/125/150
200mm
300mm
300mm RTO
pilot line
Message 1
Message 2
Europe’s regions can leverage their KETs expertise to
turn “science” into product, market share and employment
Message 3
“Refocusing” and “Rebalancing” of Regional research
and innovation strategies can be successful
KETs are crucial to smart, sustainable
and inclusive European economic growth
Message 4
Accelerate “Deployment of KETs” in regions using
synergies between Innovation & Structural Funds
Conclusions
