Document

PA(S)-ICOIA 2006

11th ICOIA Meeting – Hongkong

Optoelectronics Trends

11th-12th October – 2006AB Goh, Eric Lee

Photonics Association (Singapore)

1. Global OE Overview

2. Singapore Figures and Trends

3. PA(S) Activity Overview

PA(S)-ICOIA 2006

Optoelectronics Overview

• Infocommunications

• Displays

• Instrumentation Optics

PA(S)-ICOIA 2006 Source : Internetworldstats.com

Infocommunications

Population Population Internet Usage, % Population Usage Usage Growth( 2006 Est.) % of World Latest Data ( Penetration ) % of World 2000-2006

Africa 915,210,928 14.10% 32,765,700 3.6% 3% 626%

Asia 3,667,774,066 56.40% 394,872,213 10.8% 36% 246%

Europe 807,289,020 12.40% 308,712,903 38.2% 28% 194%

Middle East 190,084,161 2.90% 19,028,400 10.0% 2% 479%

North America 331,473,276 5.10% 229,138,706 69.1% 21% 112%Latin America / Caribbean 553,908,632 8.50% 83,368,209 15.1% 8% 361%

Oceania / Australia 33,956,977 0.50% 18,364,772 54.1% 2% 141%

WORLD TOTAL 6,499,697,060 100.00% 1,086,250,903 16.7% 100% 201%

WORLD INTERNET USAGE AND POPULATION STATISTICS

World Regions

PA(S)-ICOIA 2006 Source : Internetworldstats.com

Infocommunications

Country Population% of World Population

Numer of Internet Users

Usage Growth (2000 to 2006)

China 1,306,724,067 20.1% 123,000,000 447%United Kingdom 60,139,274 0.9% 37,600,600 144%Australia 20,750,052 0.3% 14,663,622 122%Taiwan 22,896,488 0.4% 13,800,000 120%North America 299,093,237 4.6% 207,161,206 117%Hong Kong 7,054,867 0.1% 4,878,713 114%Germany 82,515,988 1.3% 50,616,207 111%Singapore 3,601,745 0.1% 2,421,000 102%Japan 128,389,000 2.0% 86,300,000 83%Korea 50,633,265 0.8% 33,900,000 78%Rest of the World 4,517,899,077 69.5% 511,909,555

WORLD TOTAL 6,499,697,060 100.0% 1,086,250,903 201%

PA(S)-ICOIA 2006

Infocommunications

Source : Telecompaper

China will pass US in Broadband Lines by late 2006

PA(S)-ICOIA 2006

Infocommunications


Hong Kong Leads Asia-Pacific Countries in Broadband Penetration

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Infocommunications


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In 2005, the revenue of the infocomm industry grew by 8.9% to reach S$37.89 billion (Figure 1). External demand, up by 11.0%, provided much of the growth impetus.

Revenue includes non-optoelectronics related. Figures for optoelectronics not available

Infocommunications

Source : IDA (Infocomm Authority of Singapore)

PA(S)-ICOIA 2006


Infocommunications


Hardware market segment continues to dominate the infocomm industry

PA(S)-ICOIA 2006

Infocommunications



Revenue Growth by Market Segments

PA(S)-ICOIA 2006

Infocommunications

Home Networking Market

• USD2.2bil to USD9bil from 2002 to 2006 (CAGR of 42%) (source – Instat/MDR)

• Internet connectivity and automation cabling and infrastructures are in-built into new homes – such as for home entertainment / automation / security.

• Digital home lifestyles means more internet-enabled devices, and convergence products.

• Video “everything” and wireless everything is hot. Bandwidth and speed may be the bottleneck in many countries. YouTube, IPTV, Videostreaming, Online gaming, music…. More and more internet contents are video, gaming and music related. - 60% of internet traffic is used for peer-to-peer swap (source : cachelogic) - Legal constraints ?

PA(S)-ICOIA 2006

Displays

The big are getting bigger….82” LCD – Samsung

102” Plasma - Samsung

…and the small are getting prettier.

Siemens Flexible Display

Electronic-Ink/Book- power needed only to change contents.

OLED Display 1280x768

PA(S)-ICOIA 2006

Displays

FPD Industry

17.0 15.022.0

31.043.0

51.07.0 6.4

7.8

13.0

19.1

19.0

0.0

10.0

20.0

30.0

40.0

50.0

60.0

70.0

80.0

2000 2001 2002 2003 2004 2005

Year

US$

Billi

ons

OTHERS

TFT LCD

Source : DisplaySearch

Others : HTPS/LTPS TFTs, DLP, PDP, OLED, LCOS….

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Displays

FDP Penetration

24.0 21.429.8

44.0

62.170.022.2

19.819.0

15.4

13.69.6

0.0

10.0

20.0

30.0

40.0

50.0

60.0

70.0

80.0

90.0

2000 2001 2002 2003 2004 2005

Year

US

$ B

illi

on

s

CRT

FPD


PA(S)-ICOIA 2006

Displays

Flat Panel Display Applications

Desktop Monitor

31%

Mobile

Telephones

18%

LCD TV

14%

Notebook PC

12%

Plasma TV

7%

Others

18%

Desktop Monitor

Mobile Telephones

LCD TV

Notebook PC

Plasma TV

Others


PA(S)-ICOIA 2006

Displays

• Flat Panel Display is the largest photonics industry in the world, surpassing DRAM and Foundries.

• All are made in Asia, with Taiwan and Korea the major producers (combined > 80%) . China is still a relatively small producer of FPD (less than 5%)

• China is the next great potential of flat panel displays. Strong demand expected from personal computing, mobile and other portable devices.

• Economies of scale essential to sustain growth – 7th Generation fabs in 2006,

7.5 generation fabs in 2007. Components of FPD becomes more and more important.

• Photonics metrology and processing (Optical inspection, laser engraving & interferometry measurement) benefit greatly from FDP industry growth.

PA(S)-ICOIA 2006

Instrumentation Optics

Consumer

IndustrialSecurity/Defense

Biomedical/Life Sciences

• imaging optics

• optical sensors

• lasers

PA(S)-ICOIA 2006


Key Instrumentation Optics - Estimated Production Output from Singapore

QiOptik Singapore – Defense, Industry Optics : S$70mil

Edmund Optics Singapore – Scientific, Industry : S$35mil

II-VI Singapore – NIR and IR Optics : S$30mil

Leica Instruments Singapore – Biomedical & Life Sciences : S$140mil

Leica Geosystems Tech Singapore – Optoelectronics Surveying : S$60mil

Perkin Elmer Singapore – Lamps & Spectrometry : S$250mil

Approx 17% growth over 2005. Growth in all areas of instrumentation optics but especially in Biomedical, Life Sciences & Homeland Security.

PA(S)-ICOIA 2006

Main Product Categories

• Night Vision Cameras and goggles

• LCD production engraving laser systems

• Opthalmology and Neurosurgery Microscopy

• Confocal Laser Scanning Microscopy

• Gas & Liquid Mass spectroscopy

• Infrared & laser optical components

• High pressure discharge lamps

• Optical Filters

• Thernal Imagers

Singapore has very high R&D & manufacturing capability of high-value – high-complexity optical instrumentations.


PA(S)-ICOIA 2006








PA(S)-ICOIA 2006Source : EDB SingaporeIndustries classifed according to SSIC 2000

Total Output S$216b (+12.8% over 2004)

Manufacturing

0

50,000

100,000

150,000

200,000

250,000

300,000

350,000

400,000

Employment Total Output ($mil) Value-added ($mil)

1999

2000

2001

2002

2003

2004

2005

Value-added S$50b(+8.1% over 2004)

Manufacturing Statistics : Principle figures & Trends

PA(S)-ICOIA 2006Source : EDB SingaporeIndustries classified according to SSIC 2000

Manufacturing Investments

0500

100015002000250030003500400045005000

Electronics Chemicals Biomedical PrecisionEngr

TransportEngr

General Mfg

1999

2000

2001

2002

2003

2004

2005

Total Investments S$8.5b (+3.1% 2004)


PA(S)-ICOIA 2006Source : EDB SingaporeIndustries classified according to SSIC 2000

Total Investments S$8.5b (+3.1% 2004)

Manufacturing Investments (by Country)

0

500

1000

1500

2000

2500

3000

3500

4000

Local USA Japan Europe Others

1999

2000

2001

2002

2003

2004

2005


PA(S)-ICOIA 2006Source : EDB Singapore Industries classifed according to SSIC 2000

Mfg Clusters Output (%)

37%

31%

9%

9%

7% 7%Electronics

Chemicals

Biomedical

Precision Engr

Transport Engr

General Mfg

Output $MElectronics 78,968Chemicals 67,330Biomedical 18,745Precision Engr 20,330Transport Engr 15,509General Mfg 15,258

Total 216,140

Manufacturing Statistics : Industry Clusters

PA(S)-ICOIA 2006

Total Output Trend

0

10,000

20,000

30,000

40,000

50,000

60,000

70,000

80,000

90,000

2000 2001 2002 2003 2004 2005

Year

$M

il

Electronics

Chemicals

Biomedical

Precision Engr

Transport Engr

General Mfg

Source : EDB Singapore Industries classifed according to SSIC 2000


Optoelectronics Output : $1006mil (est +17% over 2004)

Output $MElectronics 78,968Chemicals 67,330Biomedical 18,745Precision Engr 20,330Transport Engr 15,509General Mfg 15,258

Total 216,140

Clusters with significant optoelectronics contents

PA(S)-ICOIA 2006

Electronics

0

5,000

10,000

15,000

20,000

25,000

30,000

35,000

2000 2001 2002 2003 2004 2005

Year

Ou

tpu

t $M

Semicon

ComputerP heripherals

Data Storage

Infocomms &ConsumerElectronicsOther Modules &Components



Electronics 2005 : $78,968mil

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Chemicals

0

5,000

10,000

15,000

20,000

25,000

30,000

35,000

40,000

45,000

2000 2001 2002 2003 2004 2005

Year

Ou

tpu

t $M

Petroluem

PetrochemicalsSpecialities

Others



Chemicals 2005 : $67,330mil

PA(S)-ICOIA 2006

Biomedical

0

2,000

4,000

6,000

8,000

10,000

12,000

14,000

16,000

18,000

2000 2001 2002 2003 2004 2005

Year

Ou

tpu

t $M

Pharmaceuticals

MedicalTech



Biomedical 2005 : $18,749mil

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Precision Engineering

0

2,000

4,000

6,000

8,000

10,000

12,000

14,000

16,000

2000 2001 2002 2003 2004 2005

Year

Ou

tpu

t $M

Machinery &Systems

PrecisionModules &Components



Precision Engr 2005 : $20,330mil

PA(S)-ICOIA 2006

• Estimate Output : $3,206mil Excluding infocomm optoelectronics : S$1,006mil. (2004 : $860mil)

• Total number of companies with photonics manufacturing content is 68. 21% European, 25%, American, 28% Asia, 26% Singapore.

• Instrumentation Optics and infocomms optics are the 2 strongest segments. Well known producers are - HP, PerkinElmer, Edmund Optics, Agilent, II-VI, 3M - US - Qioptics, Leica, Philips - Europe - Sony, NSG Micro, - Japan - MMI, Denselight, Venture, Hypertronics - Local

•Partnership between the industry, research institutes and government bodies is focussed on high-value added manufacturing, systems integration and R&D.

Photonics Industry in Singapore

Presences of strong supporting industries network (precision engr, electronics, software, research institutes) within a radius of 20km allows implementation of very efficient manufacturing systems and synergies.

PA(S)-ICOIA 2006








PA(S)-ICOIA 2006

1. To promote activities relating to photonics in education, training, manufacturing, research and development, thereby growing the photonics cluster in Singapore.

2. To actively seek synergies among sector participants foreconomic benefit of the photonics cluster.

3. To globalise Singapore’s photonics industry and in doing so, making her a centre of excellence in photonics.

4. To be a voice representing the photonics industry’s interests in governmental issues and international exchanges.

5. To be a professional and creative platform for members and business partners to meet and network.

Towards a centre of excellence in photonics through the promotion of synergies and networks in Education, Research, Industry and Business.

Photonics Association Singapore

PA(S)-ICOIA 2006

President : AB Goh (Leica Instruments)Vice President : Albert Lim (Aluputer Industrial) Secretary : Michael Leong (Leica Instruments)Treasurer : Eric Lee ( LOH Optical Machinery)R&D & Education Chair : Lai Weng Chuen (A*STAR)Industry Chair : Francis Ang (Edmund Optics)Publicity Chair : M.F Buk (Hypertronics)Committee Members : Gerard Robless (Schott S’pore)

Henry Lazaroo (QiOptiks)

PA(S) Committee 2006/2007

PA(S)-ICOIA 2006

Activity Report

Leads the Optics & Biomedical subcommittee in SBBC (Singapore-British Business Council) - identify investment opportunities - joint technology development projects - joint business development

Partnership with industry & Ministry of Education in launching - Comprehensive optical design course for engineers and designers - 1 year on-the-job training program to train skilled craftsmen and techicians for the industrys - Optical coating design course in partnership with APP

Support and publicize 2 key national projects - IDA ILIUP (Infocomm Development Authority – Infocomm Local Industry Upgrading Program) - Connected Homes Program (IDA)

PA(S)-ICOIA 2006

Activity Report : Key Programs for 2006/7

Technology Road Mapping.

Industry OE Survey.

Industry talks on key growth technologies.

Long term optoelectronics educational demands.

PA(S)-ICOIA 2006

Thank You

ICOIA 2006 Hongkong

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Health & Medicine

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