Monday, March 28, 2011

Identifying growth opportunities in PV materials market

SEMI USA had a session on "Identify Growth Opportunities in the PV Materials Market," presented by Mike Corbett, Linx-AEI Consulting, and moderated by Bettina Weiss of the SEMI PV Group.

More, in a short while! ;) Stay tuned!

Thursday, March 24, 2011

Disruptions to global electronics supply chain following Japan's quake!

IHS iSuppli held a seminar to discuss "How Big of a Threat to the Global Recovery and Key Industries Is the Disaster in Japan and the Turmoil in the Middle East and North Africa?".

One of the participants, Dale Ford, senior VP, IHS iSuppli, presented on the "Disruptions to the electronics supply chain", following Japan's quake!, where he pointed out that those companies close to the epicenter of the earthquake would need as much as four to six months to return to normalcy!

Ford listed equipment and building damage, infrastructure damage, electricity, water and roads, as well as workforce disruption, and safety, food and gas as the areas mainly impacted.

The time for full shipment restoration ranges from one to two months, on to four to six months for the areas impacted most, especially, equipment and building damage.

Now, it is well known that Japan plays a major role in the global electronics supply chain. Japan offers 20.8 percent of global production. It supplies 60 percent of the worldwide silicon wafers. Its TFT LCD panel capacity equals 12 percent of the world supply. It is also said to be a leader in battery technology and production.

The key component and material production facilities currently closed in Japan include:

Silicon production
a) Kamisu, Ibaraki, Shin-Etsu
b) Nishigo, Fukushima, Shin-Etsu
c) Utsunomiya, Tochigi, MEMC
d) Yonezawa, Yamagata, SUMCO

Display manufacturing
a) Hitachi Displays
b) Panasonic LCD
c) Tohoku Pioneer

Semiconductors
1) Aizu Wakamatsu, Fukushima
On Semiconductor (Logic)
Fujitsu (Analog, Discrete, Memory)
Texas Instruments (Analog, Optical)

2) Atsugi, Kanagawa
Mitsumi (Analog, Logic)

3) Goshogawara, Aomori
Renesas Electronics (Logic)

Wednesday, March 23, 2011

EmTech India 2011 somewhat of a mixed bag!

Yes, I am compelled to say this! Barring the lecture given by Kent Larson on ubiquitous technologies, which you can read on element14's website, most of the lectures were really nothing to shout about!

When you go to attend a conference, you desire to hear about new things, and not hear about things that you already know. Hence, I am forced to give the headline, nothing else!

Besides, there were only four presentations of note by the famed line-up from the Massachusetts Institute of Technology (MIT). And, two of the keynoters left by the second half of first day itself, which is surprising. Unless, something else came up. Nevertheless, I could not find either Dan Nocera or Jeffery Karp post lunch, so help me!

The only other speaker from day 1 - Moe Win, presented an excellent piece on network localization. However, since it was held immediately after lunch, I felt that most of the audience found his piece a bit technical.

What did I like? Well, the fact that MIT is serious about India is something that goes down very well. I had serious discussions with both Kent Larson and Moe Win regarding this, and both were in the affirmative.

For those interested, the entire coverage of the show is on element14's website.

Monday, March 21, 2011

element14 contracts me to cover EmTech India 2011!

Friends, it is my pleasure to inform all of you that element14 has contracted yours truly to cover the EmTech India 2011 show — to be held at the ITC Royal Gardenia on March 22-23. May I add that my entire coverage — around eight sessions and four interviews — will be available for everyone to access on element 14′s website, exclusively!

element14 is adding and seeding content and threads into the group created at http://www.element-14.com/community/groups/emtech-india-2011.

EmTech India 2011 starts on March 22, at 9am, with the inaugural session on India Innovates. This will be followed by several plenary sessions, the first being the Future of Energy, presented by Daniel G. Nocera.

This will be followed by a plenary on Next Generation Regenerative Medicine by Jeffrey M. Karp, Assistant Prof., Medicine and Health Sciences and Technology and Director, Laboratory for Advanced Biomaterials and Stem-Cell-Based Therapeutics, Harvard Medical School Brigham & Women’s Hospital.

There will be a panel discussion titled ‘Activating the Innovation Gene’, to be moderated by Prof D Balasubramaniam. Participants in the panel discussion include Dr Chetan Chitnis, principal leader, Malaria Group, ICGEB (malaria), Dr Udaykumar Ranga, Prof. JNCASR Bangalore (HIV), Dr Kumaravel Somasundaram, Associate Prof., IISc. (cancer stem cells), Dr Annapurni Rangarajan, Associate Prof., NCBS, TIFR (potential and cancer stem cells).

Post lunch, the sessions continue with a plenary on Location-Aware Wireless Networks by Moe Win, Associate Prof. of Aeronautics and Astronautics Laboratory for Information and Decision Systems, MIT, Department of Aeronautics and Astronautics.

This will be followed by a panel discussion on Global Communications & Collaborations — the Future of Mobile Technology (LTE/4G). Day 1 concludes with the India TR35 awards ceremony.

Day 2 starts with with an EmTech 2011 Roundup on INDIA INNOVATES. This willl be followed by plenary sessions, with the first one on Ubiquitous Technologies by Kent Larson, director of the Changing Places research group at the MIT Media Lab.

This will be followed by a plenary on ‘Fueling the Future’, where biofuel/bio energy innovations shoud come up. Next, there will be a panel discussion on ‘Energy Mix of the Future’, where the panel will look at some of the emerging trends. The panelists include Prof. Ambuj Sagar, Prof. J Srinivasan and Dr Ajay Mathur.

Post lunch, day 2 will feature a plenary on the ‘Future of Computing,’ which will be followed by a panel discussion on the ‘Future of Search.’ The late afternoon will feature an R&D panel on ‘Lab to Market: Success is Not Final, Failure is Not Fatal.’ The concluding keynote will be on Enterprise 2.0 presented by Andrew McAfee.

There is a disclaimer, which advices patrons to please note that all times, topics, and speakers are subject to change. The organizers would also add several new parallel sessions including technology demonstrations.

Hope to see you there and stay tuned at the elenent14 website for my live posts! ;)

Friday, March 18, 2011

Indian semicon industry poised at very interesting juncture: Dr. Pradip Dutta, Synopsys

I have known Dr. Pradip Dutta, corporate VP of Synopsys Inc. and MD of Synopsys (India), as well as vice chairman, India Semiconductor Association (ISA), and now, chairman designate for 2011, ISA, for close to a decade now. We recently got into an interesting discussion on the Indian semiconductor industry.

Growth of semicon and electronics in India
First, I asked what should be done about the growth of semiconductors and electronics in the Indian eco-system?

Dr. Dutta said: "My view on this subject has been the same for many years now; high-tech electronics has to be a national mission. The defense and the government labs played a major role in promoting this sector in the US; e.g. Sandia National Laboratory, Lawrence Livermore Laboratory, Jet Propulsion Laboratory, NASA etc. DARPA, which is part of US Department of Defense has sponsored phenomenal amount of research in semiconductors and electronics.

"If we now look at countries closer to our part of the world, in Asia, we will see a similar focused effort from the governments. The STARC initiative in Japan, the National SOC program in Taiwan, the 839 program in Korea, the 863 program of Ministry of Science and Technology in China, all catered to a flourishing investment in R&D and innovation in high tech. Our country is poised for it too. We need to encourage start-ups in fabless design, explore manufacturing, foster innovation, create favorable policies for the industry and most certainly develop the talent pool."

Need for domestic manufacturing
There is a need for domestic manufacturing in high tech electronics. Where are the Indian companies going? According to him, domestic manufacturing in high tech electronics has been flagged as a critical area in the ESDM (Electronic Design and Manufacturing) report that was submitted to the government by the industry in 2010. There is a need for initial funding, both in R&D as well as manufacturing. Duty structures need to be rationalized between import of CBU, SKD, CKD and components.

He added: "We have seen that manufacturing prospers in cluster environment and hence there is a recommendation to promote manufacturing clusters for specific product categories. However, it is safe to say that we have long ways to go in this area."

Co-operation with international trade bodies
Now, what is the required policy framework and co-operation with international trade bodies? As per Dr. Dutta, the ISA has been active in forging close working relationships with multiple trade bodies from various parts of the world. "We have signed several MoUs with entities such as HTIA (Israel), ASTSA (Japan), DSP Valley (Belgium), TSIA (Taiwan), Semi (USA), GSA (USA) and UKTI (UK).

"Of course, we need to have a focus and these relationships should be driven by strategy. We have carried several delegations to these countries and hosted bi-lateral visits as well. These visits provide an opportunity for our member companies to have direct B2B opportunities.

"We learn valuable best practices from other entities and try and implement in our environment. For example, Israel does a great job in taking innovative ideas from entrepreneurs to incubation, many times inside of universities, and then spinning them into companies which later become part of the global value chain. In the process, this small country has created at least 150 NASDAQ listed high tech firms. Innovation to incubation to wealth creation – a formula that works very well there. We could certainly learn a lot from that model."

Future of Indian semicon industry
So, how does Dr. Pradip Dutta see the Indian semicon industry, going forward? He said: "The Indian semiconductor industry is now poised at a very interesting juncture. While the MNCs are designing chips at the bleeding edge, we see a lot of high quality work being done by the design service companies and also local start-ups. Incidentally, the start-up scenario is quite active in the system space. This ties in with the ESDM focus of our industry.

"India’s semiconductor industry will no longer be in isolation with respect to its market. Companies are not investing in India for the intellectual capital but also to gain a share of the rapidly evolving domestic market. There are quite a few home grown indigenous products being worked on, as we speak, to challenge the leading smart tablets. This is a very encouraging sign for our industry."

Thursday, March 17, 2011

Maxim well positioned for future success!

According to Tunç Doluca, CEO, Maxim Integrated Products, the analog market is changing. Maxim is the analog integration pioneer. Integration accelerating in growth markets. The company has been executing its strategy via innovation, integration and balance. It is well positioned for success in the future. Doluca was speaking at the Analyst Day 2011 event held recently.A view of Maxim's Analyst Day 2011.

Speaking about the evolution of analog, Doluca touched upon analog integration, system solution and building blocks. According to him, there are six areas that act as market growth drivers -- automotive electronics, HD video infrastructure, energy, mobility, security and healtcare.

Key market trends in automotive electronics include electronic content increasing, infotainment now becoming standard, and hybrid and electric vehicles. Maxim's product investments include lighting and body electronics, infotainment solutions, automotive connectivity and battery management. The analog TAM is said to be $10 billion as per IC Insights. Automotive electronics is likely to grow at 9.2 percent CAGR through 2014.

Key trends in HD infrastructure include infrastructure for HD video, smart TVs – Skype TV, and wireless HD in the home. Maxim's product investments include the optical transceivers, video SoCs including so]ware and wireless HD 1080p chipset. The Internet traffic is likely to grow 13x times from 2006 to 2014.

Key trends in energy include energy measurement everywhere, which requires communication. Maxim's product investments include energy metering and measuring, smart grid communications and low-power product focus. As per Frost & Sullivan, 2011 should see 116 million meter installations.

Key trends in mobile devices include richer features and smaller devices, emergence of tablets and touchscreen displays. Maxim's product investments include Power SoC -- analog integration, sensing -- proximity and imaging, ModelGauge technology, TacTouch controllers and Flexsound audio. Year 2011 should see 1.6 billion cell phones, including 428 million smartphones, as per Oppenheimer, and also 220 million laptops and 55 million tablets, as per MS Research.

Key trends in security include rise of electronic transactions, stringent security requirements and digital surveillance. Maxim's product investments include key acquisitions for secure SoCs, H.264 SoCs -- IP cameras and DVRs, and end-to-end silicon solutions. Financial terminals should grow 6.3 percent CAGR over the next five years, as per BCC Research.

Key trends in healthcare include diagnostics closer to patients, home-based care and enabling healthier lifestyles. Maxim's product investments have been in areas such as integration for miniaturization, low-power for portability and high-performance analog. Medical electronics is said to grow at 10 percent CAGR over the next five years, as per Databeans.

Maxim has been executing its strategy based on three key areas -- innovation, integration and balance. Maxim is said to be doing innovation in areas such as 0.18 micron process on 300mm wafers, 10 touch capacitive touchscreen controllers, mobile power SoCs that integrate analog functions, and energy metering SoCs that are said to replace seven discrete ICs and reduce costs up to 40 percent.

Integration trend has been progressing across all markets. In five years, Maxim should be a leader in integrated analog solutions, have the industry's fastest growing rate, have high profitability and be one of best companies to work for. A new world headquarters is under construction in San Jose. Relocation is scheduled for 2012.

Wednesday, March 16, 2011

Impact of Japan's quake and tsunami on global semiconductor industry

It has not even been a week since the unwanted happenings in Japan. Already. there are reports of nuclear emergency! One hopes it does not turn out to be that way!!

On the semiconductor front, DRAMeXchange of Taiwan has reported that Japan's earthquake and electrical brownouts could affect silicon wafer supply and global DRAM capacity. WitsView reported that the recovery process of infrastructure in Japan will affect the resurgence of upstream panel supply chain. LEDinside observed that the earthquake generally has not done much damage to the LED industry.

EnergyTrend reported that the earthquake in Japan has relatively slight impact on the global solar industry compared to the other industries. The supply chain sectors influenced are mainly mono silicon and poly silicon suppliers. However, it has sent out a warning: the nuclear crisis in Fukushima continues to appear unsettling. If the radiation leakage widens to Kanzai of Japan, where many solar cell manufacturers are located, the global supply of solar cells may be affected.

The more important impact may be on Japan’s production of components for LCD panels, says IHS iSuppli.

The Japanese earthquake and tsunami has also stunned the global semiconductor industry, given that Japan has been a pioneer and leader in the global chip industry.

The preliminary assessment of Texas Instruments' manufacturing sites in Japan revealed that the fab in Miho suffered substantial damage during the earthquake. Teams are working to reinstate production in stages, reaching full production in mid-July. TI's fab in Aizu-wakamatsu was also damaged, but already is being re-started with full production estimated by mid-April. TI's third fab in Hiji is undamaged and running at normal capacity.

Sony Group's operations are said to have been affected by the Pacific coast of Tohoku earthquake, tsunami and related power outages. For Elpida, the Hiroshima Plant suffered little impact as it is located in Hiroshima in the southwest of Japan, However, the Akita Elpida memory plant is not in operation as of the time of the announcement due to power shut down caused by the earthquake, and it is hoped that normal business will resume when the power returns.

Iwate Toshiba Electronics did not report any casualties, but as of March 15, there was power lost, with limited partial recovery to start from March 13. One hopes, some power has been restored. And, as of March 15, 12:00pm, seven factories out of 22 of the Renesas Group's factories in Japan have temporarily shutt down production.

The Shin-Etsu group reported that as of 1pm,, March 15 (Japan Time), necessary inspections were being carried out at Shin-Etsu Chemical Kashima Plant (Kamisu, Ibaraki Pref.) and Shin-Etsu Handotai Shirakawa Plant (Nishigo Village, Fukushima Pref.), both of which were out of operation.

It is implementing inspections of the facilities and equipments at the both plants putting the utmost priority on safety. However, damages were founded at some production equipment at the both plants until now. At present, it is still unclear how long it will take to restore such damaged equipments and facilities at the both plants.

Mitsui Chemicals Group reports the following effects of the Kanto-Tohoku earthquake on its operations. Operations at the Kashima Works (Kamisu City, Ibaraki Prefecture), has been suspended since the earthquake. Operations will be resumed after assessment of damage by the earthquake and tsunami.

At its Ichihara Works (Ichihara, Chiba Prefecture), production at ethylene plants is according to schedule. However, the operations at Mitsui DuPont Polychemicals and Chiba Phenol plants have been suspended since the earthquake. After assessing effect of scheduled “rolling” blackout, operations will be resumed.

At the Mobara Branch Factory (Mobara City, Chiba Prefecture), operations at acrylamide and paint toner binder resin plants have been suspended since the earthquake. After assessing effect of scheduled “rolling” blackout, operations will be resumed. All other facilities are operating according to schedule.

Japan has the track record of bouncing back from adversity. Let's hope and pray for an encore!