second hand equipment - semieuropesemieurope.omnibooksonline.com/2014/semicon_europa/semicon... ·...
TRANSCRIPT
Second Hand Equipment
A winning strategy for ST
Christian CLERC
WW Engineering Director
Agenda
• Introduction to STMicroelectronics
• The importance of ‘Moore’s Law’ technologies
• Opportunities in ‘More than Moore’
• Re-using existing 200mm assets
• Requirements for second hand tools sourcing
• Conclusion
2
Introduction to STMicroelectronics
• A global semiconductor leader
• The largest European semiconductor company
• 2013 revenues of $8.08B
• Approx. 45,000 employees worldwide
• Approx. 9,000 people working in R&D
• 12 manufacturing sites
• Listed on New York Stock Exchange, Euronext Paris and Borsa Italiana in Milano
Who we are 4
Where you find us 5
Our MEMS & Sensors
are augmenting
the consumer experience
Our automotive products
are making driving safer,
greener and more
entertaining
Our smart power products
are allowing our mobile products to operate longer
and making more of our energy resources
Our Microcontrollers
are everywhere
making everything smarter
and more secure
Our digital consumer products
are powering the augmented
digital lifestyle
ST ‘s Solid Foundation 6
World-class Technology • 28nm FD-SOI agreement with top-tier foundry
• Embedded flash for MCU in 300mm
• BCD9S for power applications
Unique Set of R&D and Design Competences • 9,000 people working in R&D and product design
• Strengthening capabilities in application processors, RF, analog and
power technologies, software and complex system integration
Intellectual Property • 16,000 owned patents corresponding to 9,000 patent families
• 598 new patent applications filed in 2013
Independent Manufacturing • Supply flexibility and asset-lighter model provided by foundries
Worldwide Sales & Marketing Network • 79 sales offices in 35 countries
• Global coverage with 54 associated distributors in over 150 countries
Digital
Convergence
Group
(DCG)
Imaging,
BiCMOS, ASIC
& Silicon
Photonics
(IBP)
Automotive
Product Group
(APG)
Analog, MEMS
& Sensors
(AMS)
Microcontroller,
Memory &
Secure MCU
(MMS)
Embedded Processing Solutions
(EPS)
Industrial &
Power Discrete
Group
(IPD)
Product Segments 7
Sense & Power and Automotive
Products (SP&A)
Global Presence
& Sales by Market Channel 8
~15%
~25%
~42%
~19%
Americas
EMEA
Greater China & South Asia
Japan & Korea
~74%
~26%
OEM Distribution
% by location of order shipment % by market channel
FY2013
Flexible and Independent Manufacturing 9
Front-End
Back-End
Morocco
France
(Crolles, Rousset, Tours)
Italy
(Agrate, Catania)
Malaysia
Singapore
Philippines
China
(Shenzhen
/ Longgang)
Malta
Technology competitive advantage 10
« More than Moore »: Diversification
Analog/RF Passives HV Power Sensors &
actuators Biochips
130nm
90nm
65nm
45nm
32nm
22nm
SoC System-On-Chip
SiP System-In-Package
VLSI PLATFORM
« M
oo
re’s
Law
»: M
inia
turiz
atio
n
CMOS
Digital
Embedded
non
volatile
memory
Imaging
RF • Information, storage,
processing,
transmission
• Digital content
• Interacting with people
and environment
• Non-digital content
Beyond CMOS Quantum Computing Molecular Electronics
Spintronics
Second Hand Equipment
200mm Equipment Market Trends
Power device growth driven by renewable energy and electric car expansion
Majority of chips for consumer electronic market remains in 200mm
Automotive silicon increasing to improve fuel efficiency and safety
MEMS usage expanding to new application and industries
12
Semiconductor demand growing in multiple segments
Semiconductor demand in multiple manufacturing segments addressed by 200mm fabs
13
Needs additional 200mm Equipment
to complement the install base
Fundamentals continue to support demand : • Technology transitions
• Fab expansion and conversions to increase capacity
• Expansion in new markets
200 mm installed capacity will remain high 14
Semiconductor Manufacturing in Europe 15
25 (200mm) fabs running in Europe
25 to be
confirmed
Why do we still need to buy 200mm Equipment ?
• Equipment internal transfer
BUT
not always possible
(global capacity or Equipment model not available)
• Equipment upgrade or retrofit
BUT
cost can be too high
(tool retrofit at standard configuration)
16
Preferred solution is to use internal assets
Why Second Hand Equipment ?
• Many Opportunities on Second Hand Equipment Market
• Cost competitiveness
• Difficult to get new equipment from supplier:
• Line stopped
• Lead time
17
Opportunities on Second Hand Equipment Market
• Many fab closures World Wide
• Mix evolution in most of the fabs
A lot of equipments available BUT
• Equipment configuration specific to the fab
• Equipment operating conditions difficult to evaluate • Equipment only visible in warehouse
• No test possible
• No/poor data available before equipment was stopped
• Risk of equipment cannibalisation for spares
18
Start-up Lead time can be compromised
Cost competitiveness 19
BUT
What is the real equipment value?
Need to include
• All retrofits, upgrades, missing parts
• Obsolete components and module replacement
• Software fees
• CE mark compliance
Start-up Lead time can be compromised
Cost appears cheap…. and cheaper than new Equipment (OEM)
New equipment from supplier
• Not always possible to get the Equipment OEM manufacturing line stopped
• Higher Cost than other solutions (by definition)
• Higher lead time Priority given to 300mm Equipment
200mm not entering in a standard parts ordering
• Equipment manufacturing and installation quality can be an issue Less skilled people …
20
BUT
The Safest and less risky solution
Start-up Lead time can be compromised
Lead time
• Priority must be given to :
• Fast delivery
• Fast installation
• Equipment full production capability demonstrated
• No surprise: everything must be anticipated
21
New Business opportunities require to be fast and reactive
Second Hand Equipment Solutions 22
C
O
S
T
R
I
S
K
Source Challenges
Not low cost
Lead times
Equipment 'too good'
Turn Key solution Availability of donor tool
Refurbisher/Broker Cost close to OEM?
As is Where is Donor tool quality
Broker with 3rd party can refurbisher source
Upgrade/modify/install parts?
Internal skill set
Tool compatibility
Number of failed parts
unknown
Refurbished 'As New'
OEM supplied
As is Where is
Install by fab engineer
Europe challenges
• CE Mark constraint including custom issues
• ROHS2 new European regulation Impact?
• 2nd hand challenges acceptability (European culture?)
• Legacy / Obsolete Equipment: less skill / Spares parts availability
• Software update / Licences fees
• 2nd hand tool configuration too much customized
• Most of the Equipment in Asia (Fab closure / more Fabs)
• 2nd hand capability more flexible in Asia (more competition)
• Some OEM not playing the game and not supporting Europe enough
23
ST approach 24
Need to be adapted according to the projects and Equipment types
There is no unique miracle solution !
Best compromise
between
Speed – Quality – Cost
Questions / Answers