components & strategic electronics industry 2-nov-121 ic chips nano electronics components it...
TRANSCRIPT
1
Components & Strategic Electronics Industry
2-Nov-12
IC Chips
Nano Electronics Components
IT & CYBER WARFARE
NANO TECHNOLOGY
RFID
ROBOTICS
Power Semiconductors
Magnetrons
Optical Electronics
Sensors & Actuators
Avionics
Navy
Other Defence
Strategic
RADAR TECHNOLOGY
Army
2
Components & Strategic Electronics Industry
2-Nov-12
IC Chips
Nano Electronics Components
IT & CYBER WARFARE
NANO TECHNOLOGY
RFID
ROBOTICSPower
Semiconductors
Magnetrons
Optical Electronics
Sensors & Actuators
Avionics
Navy
Other Defence
Strategic
RADAR TECHNOLOGY
Army
3
Covers -SemiconductorIntegrated Circuit (IC) ChipsMemory Chips – Flash Memory
2-Nov-12
4
Semiconductor
2-Nov-12
5
Global Semiconductor Market Growth Rate Forecast
2006-11 CAGR 2011-16 CAGR
Total Semiconductor 3.9% 8.0%
Integrated Chips 3.3% 7.4%
O-S-D* 6.9% 10.6%
DRAM -2.2% 9.6%
NAND Flash 16.0% 16.6%
MPU 6.2% 7.8%
Analog 3.1% 3.3%
IC ASP -2.9% 1.7%
2-Nov-12
• OSD - Optoelectronics, Sensors & Discretes• DRAM - Dynamic Random Access Memory• MPU – Micro Processing Unit•NAND - Negated AND or NOT AND
Source : IC Insights
6
Contribution of semiconductor product categories in Indian Available Market
Semiconductor Product Market 2009 (US$ million)
2011 (US$ million)
Growth %
Discretes 258 385 50%
Sensors 111 158 42%
Analog-Power 220 325 48%
Analog Mixed Signal 193 522 171%
Microprocessor 270 309 15%
Microcontroller 64 85 33%
Digital Signal Processor 7 150 2,043%
Memory IC 539 829 54%
Logic IC/ FPGA 54 143 165%
ASIC 135 744 451%
ASSP 800 1164 46%
2-Nov-12
Most growing contribution of – Digital signal ProcessorASICAnalog Mixed SignalLogic IC/ FPGA
Source : Frost & Sullivan Report 2009-11http://www.isaonline.org
7
Integrated Circuit (IC) Chip
2-Nov-12
8
Integrated Chip Global Market Growth Scenario
Firm Forecast
Semico Research 6-8% (August 2012)
IDC 4.6% (July 2012)
Gartner 4.0% (March 2012)
Future Horizons 4.0% (July 2012)
IC Insights 3.0% (August 2012)
2-Nov-12
1. Global IC chip market will grow 8% through 2021
2. Average selling prices will increase
3. Stronger growth for next 15 years
4. Industry revenue grew 5.2% annual rate (‘96-2011)
5. Average prices rise by 1 % p.a. through 2021
6. Will offset the slower unit growth rate
Source : SEMI, EE timesIC Insight
9
Memory Chips – Flash Memory
2-Nov-12
10
Global Scenario – Flash Memory
2011 2012 2013 2014 2015 20160
5
10
15
20
25
30
35
Worldwide Flash Memory Revenue Forecast (Billions of US Dollars)
Worldwide Flash Memory Revenue Forecast (Billions of US Dollars)
2-Nov-12 Source : www.isuppli.com
11
Flash Memory - Division of NAND & NOR
86%
14%
2012 Revenue - Type-wise %age out of total US$ 24.3 Billions
NAND NOR
2-Nov-12
Comparison of NOR & NAND Flash
Sources: www.isuppli.com Toshiba America Electronic Components Inc.
12
Components & Strategic Electronics Industry
2-Nov-12
IC Chips
Nano Electronics
Components
IT & CYBER WARFARE
NANO TECHNOLOGY
RFID
ROBOTICSPower
Semiconductors
Magnetrons
Optical Electronics
Sensors & Actuators
Avionics
Navy
Other Defence
Strategic
RADAR TECHNOLOGY
Army
13
Covers -Nano Technology
2-Nov-12
14
Nano Technology Global Market Scenario
Global nanotechnology market
projected CAGR* 19% (2011-2013)
Nanotechnology based manufactured goods
expected worth US$ 1.6 Trillion
representing a CAGR of 50%
2-Nov-12
2009 2015 (E )0
5
10
15
20
25
30
CAGR = 11.1%
Global Sales Revenue (US$ Billion)
* CAGR = Compound Annual Growth Rate
Source : http://www.bccresearch.com
2009-13
152-Nov-12
Nano Technology Global Market Scenario
2009 20150
5
10
15
20
25
CAGR = 14.7%
Market Segment Worth (US$ Bil-lion)
2009 2015012345678
CAGR = 3.3%
Market Segment Worth (US$ Bil-lion)
2009 20150
50
100
150
200
250CAGR = 45.9%
Market Segment Worth (US$ Mil-lion)
Nano Tools - High Sales growth
Nano Devices - Moderate Sales growth
Nano Materials - largest segments (2009)
* CAGR = Compound Annual Growth Rate
Source : http://www.bccresearch.com
16
Components & Strategic Electronics Industry
2-Nov-12
IC Chips
Nano Electronics Components
IT & CYBER WARFARE
NANO TECHNOLOGY
RFID
ROBOTICSPower
Semiconductors
Magnetrons
Optical Electronics
Sensors & Actuators
Avionics
Navy
Other Defence
Strategic
RADAR TECHNOLOGY
Army
17
Covers - Metal Oxide Semiconductor Field Effect Transistor (MOSFET)
2-Nov-12
18
MOSFET Global Market Scenario
• The power semiconductor market grew 43% in 2010
• Super Junction MOSFET* market
• CAGR of 13%, next 5 years
• will Double in 2016
• will reach US$ 890 Million
2-Nov-12
Top 10 Global Suppliers (2010)
Infineon
Mitsubishi
Toshiba
STMicroelectronics
Vishay
International Rectifier
Fairchild
Fuji Electric
Renesas
Semikron
* MOSFET - Metal Oxide Semiconductor Field Effect Transistor
Source : IMS Research
19
Sales exceeded US$ 1 billion for the first time (2011)
Demand exceeding Supply
Global discrete power semiconductor market
predicted to grow by 3.7% (2012)
total market value US$13.4 billion
2-Nov-12
MOSFET Global Market Scenario
Expected faster growth in
discrete insulated gate
bipolar transistors (IGBTs)
Combined MOSFET and rectifier market is
estimated 74% of total discrete power semiconductor market (2012)
predicted to be 72% (2016)
Source : http://imsresearch.com
20
Components & Strategic Electronics Industry
2-Nov-12
IC Chips
Nano Electronics Components
IT & CYBER WARFARE
NANO TECHNOLOGY
RFID
ROBOTICSPower
Semiconductors
Magnetrons
Optical Electronics
Sensors & Actuators
Avionics
Navy
Other Defence
Strategic
RADAR TECHNOLOGY
Army
21
Opto Electronics
2-Nov-12
22
Optoelectronics Global Market Scenario
5th largest semiconductor market by global sales
after Memory, Logic, Analog and Microprocessors
global Projected market - US$ 932 billion (2015)
highest average annual sales growth 14%
contribute 8% of total semiconductor industry
2-Nov-12 Source : http://www.electronics.ca
LED, OLED, HBWLED Market is
largest and fastest growing in optoelectronics market
global sales US$ 8.4 billion (2011)
annual average growth rate is 18%
more than doubling to US$ 23.3 billion by 2016
23
– Displays
– Couplers
– Laser Transmitters
– Infrared
– Medical Photonics
– Fibre optics
– Solar Cells
– LED & Organic LED
– High brightness white LED
– Image Sensors
2-Nov-12
Optoelectronics Usage & Market Leaders
Market Leaders
BetaLED
CREE
Lighting Science Group
Philips
Source : http://www.electronics.ca
24
Opto Electronics
2-Nov-12
Image Sensors CMOS LED
25
Image Sensors
2-Nov-12
26
Image Sensor Market Scenario
2-Nov-12
Includes
Charge Coupled Device (CCD)
Complementary Metal Oxide Semiconductors (CMOS)
n-Channel Metal Oxide Semiconductor (NMOS)
Indium Gallium Arsenide (InGaAs)
X-ray
Source : http://www.transparencymarketresearch.com Global Industry Analysts (GIA)
Applications
Portable Applications
Medical Applications
Telecom Market Applications
Machine Vision Systems
Document Scanning
Automotive Applications
Consumer Market Applications
Industrial Applications
Military & Aerospace
Applications
272-Nov-12
Image Sensor Global Market Scenario
Source : http://www.transparencymarketresearch.com
Key Growth Factors
Increasing use & demand of digital cameras
Rising demand for camera enabled mobile phones
Low cost manufacturing
Low power consumption and compactness
higher battery life
Key Players
Aptina Imaging Corp.
OmniVision Technologies Inc.
Samsung Semiconductor
Sony Semiconductor Corp.
Micron Technologies
Magna Chips
Hamamatsu Avago Technologies
282-Nov-12
Image Sensor Global Market Scenario
Growth of the emerging CMOS* sensor markets
Emerging Markets –
Latin America
India
Russia
China
Japan leads global optoelectronics market
Asia-Pacific - fastest growing global market
Other Leading markets –
US
Asia-Pacific
Europe
* CMOS – Complementary Metal Oxide Semiconductor
Source : http://www.isuppli.com
Area Image Sensor Shipments & Revenue
29
Complementary Metal Oxide Semiconductor (CMOS)
2-Nov-12
30
CMOS Global Market Scenario
Complementary Metal Oxide Semiconductor (CMOS)
2-Nov-12
2008 2009 2010 2011 20120
1
2
3
4
5
6
72008-09: 16% sales fall2009-10: 22% sales rise2010-11: 29% sales rise2011-12: 9% sales rise
Sales Revenue (US$ Billion)
Steady growth since 2009
2011 - Sales revenue US$ 4.2 Billion
2016 - Expected market US$ 10.8 Billion
2011-16 - Expected CAGR of 13%
Source : IC Insight
31
Light Emitting Diode (LED)
2-Nov-12
32
LED Usage in Aerospace, Navy & Defence Sector
2-Nov-12
Aviation Lights
Aircraft Indicators
Aircraft Instrumentation
Printed Circuit Board Mounted Indicators
Civil & Military Aerospace Lights
Bespoke LED Civil Aerospace Lighting
Bespoke LED Military Aerospace Lighting
Tank & Armoured Personnel Carrier Lights
Armoured Personnel Carrier Lights
Tank Lights
Flexible LED Map-light
Tent, Shelter & Container Lights
Slim-line LED Lighting Range
LED Canvass/Tent Lights
LED Shelter Lights
Bespoke LED Military Lighting
General Purpose Marine & Navigation Lights
General Purpose Lighting
Navigation Lights
Automatic Emergency Lights
Source : http://www.mcgeochled.com
33
Components & Strategic Electronics Industry
2-Nov-12
IC Chips
Nano Electronics Components
IT & CYBER WARFARE
NANO TECHNOLOGY
RFID
ROBOTICSPower
Semiconductors
Magnetrons
Optical Electronics
Sensors & Actuators
Avionics
Navy
Other Defence
Strategic
RADAR TECHNOLOGY
Army
34
Micro Electro Mechanical System (MEMS)TransponderTransceiverSoftwarePrinted Circuit Board
2-Nov-12
35
Micro Electro Mechanical System (MEMS)
2-Nov-12
36
Main Usage of MEMS
Displays
2-Nov-12
Sensors (Detector/Converter)
Infrared Sensors (Transceiver)
Actuators
37
Global Top 10 MEMS Manufacturers in 2010 (in US$ Millions)
Rank Company 2009US $ millions
2010US$ millions
Annual Growth
1 Texas Instruments* 635 793 24.9%
2 HP 784 782 -0.3%
3 Bosch 440 643 46.1%
4 Canon 331 355 7.1%
5 STMicroelectronics* 221 354 60.2%
6 Panasonic 235 293 24.5%
7 Epson 277 264 -4.6%
8 Freescale 195 240 23.1%
9 Avago 196 207 5.9%
10 Analog Devices 169 205 21.3%
2-Nov-12
* MEMS foundry revenue not included
Source : IHS isuppli
38
Hardware (Transponder, Transceiver) & Software
2-Nov-12
39
Hardware (Transponder, Transceiver) & Software Market Scenario
2-Nov-12
2009 2010 20150
1000
2000
3000
4000
5000
6000
7000
8000
9000
Global Market for RFID Technologies, 2009-2015 (US$ Mil-lions)
Tags, Readers & Other Hardwares Software & Integration Services
* Market for Hardware is much higher (x3) than Software
Source : http://www.bccresearch.com
40
Printed Circuit Board (PCB)
2-Nov-12
41
Indian PCB Market Scenario - Demand
82%
8%
4% 3%2% 1%
FY' 10 By Volume (17.7 Mn. SQ. MTR.)
Consumer Electronics
Communication & Broadcast Equipments
Industrial Automation
Computers
Automotive Electronics
Strategic Electronics
2-Nov-12
36%
35%
10%
8%8%
3%
FY' 10 By Value (INR 4000 Crores)
Communication & Boradcast Equipment
Consumer Electronics
Computers & Periferals
Strategic Electronics
Industrial Automation
Automotive Electronics
Volume wise – Consumer Electronics Value wise – Comm. & Broadcast Equipments Consumer Electronics
Source : http://www.ipcaindia.orgwww.ibeindia.in
Indian PCB industry caters to small-medium volumes
Mobile phone, PC & Communication sectors imports PCB
422-Nov-12
Domains of Importance
432-Nov-12
NanotechnologyMicro-electro-mechanical systems
LEDOptical FibreImage SensorTransponderTransceiver
ASICCMOS
Analog ChipsMemory ChipsFlash Memory
Digital Signal Processor
MOSFET
Chip Components
Nano Components
Power Semiconductors
Optoelectronics Components
Strategic Electronics Top Global & Domestic Players
5-Nov-12 44
455-Nov-12
IC Chips
Nano Electronics Components
IT & CYBER WARFARE
NANO TECHNOLOGY
RFID
ROBOTICSPower Semiconductors
Magnetrons
Optical Electronics
Sensors & Actuators
Avionics
Navy
Other Defence
Strategic
RADAR TECHNOLOGY
Army
46
Semiconductor Chip Manufacturer(2011)
5-Nov-12
Source : 475-Nov-12
2010 Rank 2011 Rank Company Name
1 1 Intel
2 2 Samsung
4 3 Texas Instruments
3 4 Toshiba Semiconductor
5 5 Renesas Electronics
9 6 QUALCOMM
7 7 STMicroelectronics
6 8 Hynix
8 9 Micron Technology
10 10 Broadcom
48
Power Semiconductor Manufacturers(2011)
5-Nov-12
Source : 49
Infineon
Mitsubishi Electric
Toshiba
ST Microelectronics
International Rectifier
Fuji Electric
Fairchild
Vishay
Renesas
Semikron
5-Nov-12
50
Micro Electro Mechanical Systems Manufacturer(2011)
5-Nov-12
Source : 51
1. Texas Instruments
2. ST Microelectronics
3. Hewlett Packard
4. Robert Bosch
5. Knowles Electronics
6. Panasonic
7. Canon
8. AKM
9. Seiko Epson
10. Analog Devices
5-Nov-12
52
Robotics & Robot Manufacturers(2011)
5-Nov-12
53
ABB Robotics
Adept Technology
AeroVironment
Boeing
CoroWare
DENSO
Epson Robotics
FANUC
Hansen Medical
Honda Robotics
Intuitive Surgical
iRobot Corporation
John Deere
KUKA Robotics
MAKO Surgical
Microsoft Robotics
Panasonic
Quientiq North America
Toyota
Yaskawa America Inc. Motoman Robotics
5-Nov-12 Source : http://www.roboticsbusinessreview.com
54
Radar Equipment Manufacturers(2011)
5-Nov-12
555-Nov-12
Name Location
Geophysical Survey Systems, Inc. (GSSI) USA
3-D Radar Norway
Sub-Surface Imaging Systems USA
Non-Intrusive Inspection Technology, Inc. USA
Sensors & Software, Inc. Canada
Mala Geoscience Sweden
Radarteam Sweden AB Sweden
Geoscanners AB Sweden
Ingegneria Dei Sistemi (IDS) Italy
PipeHawk Plc. U.K.
Utsi Electronics Ltd. U.K.
Toikka Engineering Finland
Koden Electronics Co. Ltd. Japan
Radar Systems Inc. Latvia
Transient Technologies Company Ukraine
K.S Analysis Germany
Accipiter Radar Technologies, Inc Ontario, Canada
Delphi Engineering Group, Inc Costa Mesa, CA
DeTect, Inc Panama City, FL
Source : Geophysics Forumhttp://forum.detectation.com
565-Nov-12
Name Location
DRS Training & Control Systems, Inc
Easat UK
EWR Weather Radar St. Louis, MO
GPR Professional Services, Inc Marblehead MA
ISEE Barcelona, Spain
Linktronic Santiago, Chile
Lockheed Martin
Malibu Research Camarillo, CA
MATLAB Simulations for Radar Systems Design
Micromet Mesick, MI
Penetradar Corp Niagara Falls, NY
Radio-Research Instrument Co., Inc Waterbury CT
Raytheon Canada Ontario, Canada
Reutech Radar Systems South Africa
Saab Microwave Systems Stockholm, Sweden
SELEX - Gematronik Neuss Germany
Sivers IMA AB Kista, Sweden
SKY Computers Inc. Chelmsford, MA
Southern Radar Imaging Athens, AL
Syracuse Research Corporation North Syracuse, NY
Source : http://www.rfcafe.com
57
Defence Radar Equipment Manufacturers(2011)
5-Nov-12
Source : 58
AdTech Ceramics
ASELSAN, Turkey
Astra Microwave Products Limited, India
Greenray
SPINNER Radar & Satellite Systems
5-Nov-12
5-Nov-12 59
Manufacturing
Aircraft Related Power Supplies
Engines Transformers
Moulded Cables Transducers
Antennas Production Cabling
Landing Gear Raw Materials (aluminium and steel)
Composites Resistors
Engines, Other (Non-Aircraft Related) Sheet Metal Parts
Fabrication Splitters (Connections)
Fibre Optic Cabling Test Equipment
Hazmat Materials Tooling
Holding Fixtures Weldments
Investment Castings Wire Cable Harnesses
Machine Parts Power Supplies
Machining/Manufacturing Services Transformers
Antennas: High Gain, Low Gain Transducers
Mechanical Components, Thermal Control Production Cabling
Lockheed Martin – What they buy list
Source : www.lockheedmartin.com
Radio Frequency Identification Equipment Manufacturer
(2011)
5-Nov-12 60
Following the Industry Leader’s Path
5-Nov-12 61
In 2010
Airbus placed a multi-year order
to equip its coming A350 XWB with RFID tags
in up to 3,000 component parts
to support
Aircraft configuration management
Line maintenance
Warehouse logistics
Payload tracking
Life-limited parts monitoring
Source : http://www.tegoinc.com
Future interest for RFID in
Aerospace industry from airlines
Airframe manufacturers
Suppliers &
Maintenance, Repair & Overhaul units in
Asia
India
South America
Source : 62
Global & Indian Players
Alien Technology
Confidex
Impinj Inc.
Intermec Inc.
Invengo
Metalcraft
Motorola
Omni-ID
SMARTRAC
TEGO
WaveTrend
Zebra Technologies Corporation
5-Nov-12
Essen RFID
Gemini Traze
STMicroelectronics
Bartronics
Glo
bal P
laye
rs
Indi
an P
laye
rs
TEGO Partners
5-Nov-12 63
Caen RFID ODIN Technologies
Dectag Tracking Solution Omni – ID
Easies Psion
HID Global RCD Technology
IC Sense RFID Tag source
ID Integration Sirit
iDtronic Solstice Medical
Intermec STid
Iris Software ThingMagic
MAINtag TROI RFID
Maruberi Chemix Corporation Vanguard ID Systems
Motorola William Frick & Company
Maruta Manufacturing Co. Ltd. Xerafy
OAT Systems
Source : http://www.tegoinc.com/
Source : 64
Marubeni Chemix Corporation (Tokyo)
aviation Grade RFID development
Savi Technology, Lockheed Martin Subsidiary
primary provider of active RFID technology
to US defence & allied department
5-Nov-12
Recent Global Business Scenario
IRKUT & AVIAPRIBOR (Russia)
selected Goodrich Corp.
to Design, Develop & Produce Actuators
IRKUT has selected Rockwell Collins
to provide
Communication,
Navigation &
Surveillance Equipment and
Pilot Control
Biometrics Equipment Manufacturer(2011)
5-Nov-12 65
66
Global Players
Company name Primary business area Primary coverage
Antheus Technology Biometrics USA
Applied DNA Sciences Biometrics USA
AssureTec Systems, Inc. Biometrics USA
Ayonix, Inc. Biometrics USA
Bayometric Inc. Biometrics USA
BioGuard (UK) Ltd Biometrics Global
Biolock UK Ltd Biometrics USA
Bioscrypt Inc. Biometrics USA
Black Diamond Advanced Technology Biometrics USA
Ceelox Biometrics USA
5-Nov-12
67
Indian Players
5-Nov-12
Company name Primary business area Primary coverage
WYSE Biometrics Systems Pvt. Ltd. Biometrics India
Mantra Softech (India) Pvt. Ltd. Biometrics India
4G Identity Solutions Pvt. Ltd. Biometrics India
Aditech Infotech Pvt. Ltd. Biometrics India
Aryah Software Solutions Pvt. Ltd. Biometrics India
Kaizen Infocomm Pvt. Ltd Biometrics India
Matrix Cosmec Private Limited Biometrics India
Spectra Technovision (India) Pvt. Ltd. Biometrics India
Timesense Technology Biometrics India
68
Indian Suppliers/ Contract Manufacturers
5-Nov-12
Company Name Office Location
Jaypeetex Engineering Pvt. Ltd. Mumbai
Pragati Electronics Thane
Print Electronics Equipments Pvt. Ltd. Mumbai
Sheilan Systems Pvt. Ltd. Mumbai
Select Softwares (I) Pvt. Ltd. Bengaluru
Integra Micro Systems (P) Ltd. Bengaluru
Danlaw Technologies India Limited Hyderabad
Ingersoll-Rand (India) Ltd. Mumbai
Nesttech India Pvt. Ltd. Mumbai
ATS International Co. Ltd. New Delhi
XPR India Bengaluru
Aeronics Emaroh Private Limited Bengaluru
H P Technologies Mumbai