Introduction to SEMI’s Industry Research & Statistics Groupfor MEMS & Sensors Industry Group Members

Andy Knopes & Dan Tracy, SEMIFebruary 28th, 2017

Outline

• About MSIG - SEMI Strategic Association Partner

• About Us - SEMI Industry Research & Statistics Group

• Brief Product Overview

• Data Collection Programs

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About MSIG - SEMI Strategic Association Partner

• Established in 2001, MEMS & Sensors Industry Group (MSIG) is the trade association advancing MEMS and sensors across global markets

• Connects and champions the MEMS and sensors supply chain in established and emerging markets

• Enables the commercialization of MEMS and sensors — helping overcome technology and manufacturing hurdles

• Nearly 200 member companies and partners

END USERS/INTEGRATORS

DESIGNERSDEVICE

PRODUCERS

FOUNDRIESMATERIALS & EQUIPMENT SUPPLIERS

MEMS & Sensors Industry Group

Increasing Value with SEMI Partnership

• Leveraging SEMI’s broad network and global reach to expand• Member opportunities greatly increased• Regional offices/staff for direct member support

• Americas, China, Taiwan, Japan, SE Asia, Europe, Korea, & India• Natural synergy between industries & organizations

• MSIG & SEMI have been collaborating on cross-industry working group for 2+ years

• SEMI Standards program• 900+ industry-leading standards

• Advocacy efforts on behalf of entire industry

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MARCH 14-16, 2017 • SHANGHAI CHINA MAY 10-11, 2017 • STANFORD UNIVERSITY

JUNE 26-29, 2017 • SAN JOSE, CA

NOVEMBER 1-2, 2017 • NAPA, CA

Featuring MSIG Conference Asia

SEPTEMBER 20-22, 2017 • Grenoble

Upcoming Events

Today’s Speaker

• Dan Tracy• Sr. Director, SEMI Industry Research & Statistics

* Submit your questions during the presentation in the “Questions” box on your GoToWebinar control panel

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About Us- SEMI Industry Research & Statistics Group

About SEMI Industry Research & Statistics Group

• Provide market data and market research reports to members covering device manufacturing, semiconductor processing equipment, components, materials, semiconductor packaging materials, etc.

• Contribute to SEMI’s “voice of the industry” in delivering authoritative, accurate, timely, relevant, and unbiased market data.

• Active participants in SEMI events and marketing globally communicating industry trends and forecasts.

• For additional information regarding our products and SEMI data collection program, please visit www.semi.org/en/MarketInfo

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SEMI Industry Research & Statistics Team

Lara Chamness:• Data collection programs and partnerships• IR&S web and member-only content• @ HQ office• lchamness@semi.org; 408.943.7982

Chris Dieseldorff:• Leads fab database research and products• Fab investment trends and spending forecasts• @ HQ office• cdieseldorff@semi.org; 408.943.7940

Clark Tseng:• Fab investment activity, industry trends Asia-

Pacific• Fab spending forecasts• @ SEMI Taiwan• ctseng@semi.org

Dan Tracy:• Sr. Director• Leads SEMI Market Research Partnerships• @ HQ office• dtracy@semi.org; 408.943.7987

Also, an Industry Research team at the SEMI office in Shanghai

SEMI Market Research Events and Communication

• Market briefings/forums at SEMICONs, ISS, SMC,…

• Press conferences at SEMICON Korea, West, Japan, and others

• Articles for SEMI Global Update (SGU) and other publications

• Industry outlook and product webinars• Press releases, interviews and inquiries• SEMI Members: exclusive market

updates, respond to inquiries, etc.

Revamped in 2017: Market Data for SEMI Members Only

http://www.semi.org/en/free-market-data-semi-members 12

Additional SEMI Member Only Proceedings with Member Login

http://www.semi.org/en/ConferenceProceedings 13

SEMI Market Research Partnerships

• MEMS and Sensors• Flexible Hybrid Electronics• Advanced Packaging• Critical Subsystems and Components• Semiconductors• OLED• LED

Brief Product Overview

SEMI Market Data Reports and Databases

Fab Forecast Semiconductor, Power

Devices, MEMS, HBLED

• SEMI FabView New

• World Fab Forecast• FabFutures• World Fab Watch• Fab Equipment Monitor• Regional spotlights• Global 200mm Fab

Outlook to 2021Q2, 17

• Customized Fab Reports

• Global Semiconductor Packaging Materials Outlook

• China Semiconductor Packaging Market Outlook

• Opto/LED Fab Watch• Opto/LED Fab

Forecast• Packaging OSAT

Plant database Q2, 17

Packaging Marketand Other Market

Material MarketSemiconductor

Materials

• Material Market Data Subscription

• Photomask Characterization Report

• Silicon Reclaim Wafer Characterization

• Customized Benchmark Data Collection

Equipment & Component Market

• Equipment Market Data Subscription

- Semiconductor Equipment Market Statistics (WWSEMS)

- New Equipment Forecast

• SEMI Secondary Fab Equipment Report

• Mass Flow Controller Market Statistics

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Planned Fab Ground Breaking Construction Equipping 1st Silicon

RunVol.

ProductionUpgrade or Expansion

Closed or For Sale

Fab Forecast Reports

• 3 years of data with forecast to the next year (currently end of 2018)• Featuring SEMI’s ‘World Fab Forecast’ report: tracks over 500 companies and over 1000 front end

facilities (R&D to high-volume).• It includes all Front End facilities from IC device, Power, MEMS & Sensors, and Opto and from planning

to closure/for sale:

• SEMI’s World Fab Forecast captures by fab and by quarter:- installed capacities- fab equipment spending- fab construction spending (new and existing facilities)- technology nodes, product types, wafer sizes

• Includes by Fab: demographic info, project milestones dates, Fab history, cleanroom information• Bottoms up approach supported by both primary and secondary research• Data are updated daily. Quarterly releases at the end of February, May, August, and November

Product Features• Worldwide coverage of 200mm device

manufacturing fabs• Trends and expansion plans with fab

capacity projected into 2020• Annual fab equipment spending by each

fab to 2020• Regional trends and outlook – Americas,

China, Europe, Japan, Korea, Southeast Asia, and Taiwan

• Product trends and outlook • New Issue, with forecast to 2021,

launches at SEMICON West

Global 200mm Fab Outlook Report-Issued last fall and an update will be out this summer

SEMI FabView: Online Data and Forecast

Imagine: A complete new platform

Fab data at your fingertip:any-time and any where

• Key Features– 3 years of data with forecast to next year (New update at the end of Feb with forecast to 2018)– Fast access to fab information (mobile friendly), easy to use (no Excel)– Selection on top by: company, country/region, wafer size, product type, geometry, and status– Immediate summaries on top by year for spending (equipment and construction) and capacity – Fab details in grid below including fab type, start year, close year, fab comment, and changes made

(with date)

http://www.semifabview.org/

SEMI Data Collection Programs

Current SEMI Collection Programs

• Equipment– Worldwide Semiconductor Equipment Market Statistics (WWSEMS) Report– North America Billings Report (formerly Book-to-Bill)

• Mass Flow Controllers• Photoresist and Photoresist Ancillaries• Electronic Gases• Leadframes• Silicon• Polysilicon

SEMI Data Collection Programs

• Why Participate?– Obtain timely information about the market segments your company participates in

• In exchange for participating, participants receive the report for free– Ensures that correct and up-to-date information is reported to the broader industry– Accurate information helps communicate industry conditions and trends to the press,

financial community, governments, and others – They obtain access to reliable market data for free in exchange for participating– Current programs have good participation/coverage – unbiased, benchmark industry

data– No market share is tracked, data are kept confidential – all reports focus on “ship-to”

regions

Number of Participating Companies

We will work with members to create new data programsor expand coverage of the existing programs

Number of Participants: Total2017 Frequency China Europe Japan Korea N. America Taiwan SEA 2017

Mass Flow Controllers Monthly 1 1 3 3 8Gas Quarterly 2 2 3 7Photoresist Quarterly 1 6 2 9 1 19Polysillicon Monthly 1 2 3 1 1 8Silicon Monthly & Quarterly 2 1 2 1 2 8Semiconductor Equipment*Monthly 4 10 40 5 27 2 88Leadframes** Monthly 1 12 2 1 2 18

Total 9 17 66 13 43 6 2 1566% 11% 42% 8% 28% 4% 1%

* SEMI works with SEAJ who manages Japan-HQ companies** SEMI Works NEDIA who manages Japan-HQ companies

Percent of Participants

2. Proprietary company data input directly to

independent accounting firm

3. Data aggregated and

company confidentiality

insured

4. Industry summary

report prepared by DPI and sent

to SEMI

5. SEMI checks data trends and

distributes reports to program

participants

1. SEMI establishes contact and

sends reminders for data to program

participants

How SEMI Keeps Participant Data Confidential

Independent Financial Firm-David Powell, Inc.

√

SEMI’s Data Collection Programs have been reviewed by legal counsel to ensure compliance with trade statistics reporting guidelines.

Silicon Data Program- Monthly Area Shipment Data(000's omitted)

THE EUROPE ASIA WORLDDESCRIPTION UNITS AMERICAS & OTHER JAPAN TAIWAN PACIFIC TOTAL

ELECTRONIC GRADE SLICES (1)A-1/2 Polished Slices <=4.50 in. sq. in. 247 508 267 3,288 865 5,175A-3 Polished Slices 4.51-5.50 in. sq. in. 163 222 2,628 2,469 2,336 7,818A-4 Polished Slices 5.51-6.50 in. sq. in. 10,513 10,299 15,896 6,461 15,196 58,365A-5 Polished Slices >=6.51 in. sq. in. 62,923 38,532 104,323 107,714 278,478 591,970A-6 TOTAL POLISHED SLICES sq. in. 73,846 49,561 123,114 119,932 296,875 663,328

B-1/2 Epi Slices <=4.50 in. sq. in. 0 0 129 60 0 189B-3 Epi Slices 4.51-5.50 in. sq. in. 85 0 2,079 35 35 2,234B-4 Epi Slices 5.51-6.50 in. sq. in. 2,817 4,202 5,275 2,832 1,593 16,719B-5 Epi Slices >=6.51 in. sq. in. 32,704 21,732 22,588 83,514 53,765 214,303B-6 TOTAL EPI SLICES sq. in. 35,606 25,934 30,071 86,441 55,393 233,445

C TOTAL POLISHED AND EPI SLICES sq. in. 109,452 75,495 153,185 206,373 352,268 896,773

D Non-Polished Slices sq. in. 53 5,181 4,645 4,074 1,074 15,027

E TOTAL ELEC. GRADE SLICES sq. in. 109,505 80,676 157,830 210,447 353,342 911,800

300 mm SLICES

300 Polished SLICES sq.in. 420,039

300 Epi SLICES sq.in. 148,348

F TOTAL 300 mm SLICES sq.in. 568,387 25

Silicon Data Program- Quarterly Revenue Data

Total Sales Revenue (US dollars in millions)2015 2016

Market Region Qtr 2 Qtr 3 Qtr 4 Qtr 1 Qtr 2 Qtr 3Americas $286.6 $280.3 $267.8 $245.3 $245.4 $252.6

Eur & Other 222.5 212.1 202.0 197.7 200.5 199.4Japan 359.0 343.0 347.2 325.5 380.0 401.9

Taiwan 436.9 360.6 325.8 361.8 405.4 407.5Other Asia (excl. Taiwan) 569.2 568.2 541.7 540.6 578.8 598.2

Total Revenue $1,874.3 $1,764.3 $1,684.6 $1,671.0 $1,810.0 $1,859.6Number Reporting 9 9 9 9 9 8

SMG Market StatisticsSilicon Wafer Data

Copyright 2016 by SEMI

All rights reserved No material in this publication may be

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Open to Creating New Data Collection Programs

• SEMI is seeking to expand coverage into new areas (MEMS and Sensors, FHE, LED, Components) to better serve its members

• Objective– To promote understanding of your industry through collection and distribution of accurate, timely,

and specific market data on industry sales, order input, and other trends.– To provide program participants a basis for identifying industry trends and monitoring their own

performance within the industry as a whole as well as within specific product segments.

• Is there a need or opportunity for data or trend coverage in MEMS and Sensors?– Contact either Dan Tracy (dtracy@semi.org) or Lara Chamness (lchamness@semi.org) to discuss

ideas for and the how/what/why for creating and launching a data program

We Want to Help Your Information and Business Needs

QUESTIONS?