ECSEL JU: Supporting the Value Chain from Equipment to Applications
Andreas Wild
Executive Director
1 IISB-Jahrestagung 2015, Erlangen, 20 November 2015
HALBLEITERFERTIGUNG IM WANDEL – 30 JAHRE KOOPERATION IN DER WERTSCHÖPFUNGSKETTE
A Wild: ECSEL JU: Supporting the Value Chain from Equipment to Applications, IISB Jahrestagung, Erlangen, 20 November 2015
2
Electronic Components and Systems: the “Smart” of Everything
Smartphone
Smart Card
Smart Grid
Smart Cities
Smart Mobility
Smart Governance
….
Smartanything !
“Smart” = chips running software, integrated in a system, enabling applications !
A Wild: ECSEL JU: Supporting the Value Chain from Equipment to Applications, IISB Jahrestagung, Erlangen, 20 November 2015
3
German Cancellor
Ca
ll fo
r A
ctio
n
A Wild: ECSEL JU: Supporting the Value Chain from Equipment to Applications, IISB Jahrestagung, Erlangen, 20 November 2015
4
Reversing the Trend
Market Share of the
Leading Companies
Headquartered in Europe CapEx per Headquarter Region
Euro
pea
n S
nap
sho
t
Positive signs ! -The market share decay slowed down
- Some companies actually gained market share and improved ranking
- Merger and acquisition activities point in the right direction
A Wild: ECSEL JU: Supporting the Value Chain from Equipment to Applications, IISB Jahrestagung, Erlangen, 20 November 2015
5
Installed Wafer Capacity
Investments Announced in 2014:
Million 200mm equivalent wafers per year
<= 200mm 300mm
$14.7B
$14.7B
$17B
$170B in 5 – 10 years
$6B
ELG Roadmap ?
Euro
pea
n S
nap
sho
t
A Wild: ECSEL JU: Supporting the Value Chain from Equipment to Applications, IISB Jahrestagung, Erlangen, 20 November 2015
6
The Weakest Link: Foundries
Equipment Materials
EDA
IDM OutSourced Assembly&Test
2012: 33.9%
2017: 45.3%
Euro
pea
n P
rio
riti
es
33.9%
45.3%
A Wild: ECSEL JU: Supporting the Value Chain from Equipment to Applications, IISB Jahrestagung, Erlangen, 20 November 2015
7
It Was Hard…
Early 1980s, a 6” fab was ~ $100M:
“No new company can enter Top 10,
the fab cost is prohibitive!”
Exp
ecta
tio
ns
A Wild: ECSEL JU: Supporting the Value Chain from Equipment to Applications, IISB Jahrestagung, Erlangen, 20 November 2015
8
It Got Harder… E
xp
ecta
tio
ns
A Wild: ECSEL JU: Supporting the Value Chain from Equipment to Applications, IISB Jahrestagung, Erlangen, 20 November 2015
9
… and Harder… E
xp
ecta
tio
ns
A Wild: ECSEL JU: Supporting the Value Chain from Equipment to Applications, IISB Jahrestagung, Erlangen, 20 November 2015
10
2020 (?), 450mm:
$17 B (?)
… and It Will Not Get Easier! H
isto
rica
l ch
alle
nge
s
A Wild: ECSEL JU: Supporting the Value Chain from Equipment to Applications, IISB Jahrestagung, Erlangen, 20 November 2015
11
Europe’s market share - 20% at level 1 (equipment and materials) - 9% at level 2 (semiconductors, other
components) - 12% at level 3 (subsystems, including software) - and 16% at level 4 (systems)
- significant share (~30%) in embedded
ELG Recommendation: Launch in H2020/ECSEL high-impact projects to develop, test and deploy innovations in essential areas of key importance to Europe
A Wild: ECSEL JU: Supporting the Value Chain from Equipment to Applications, IISB Jahrestagung, Erlangen, 20 November 2015
12
ECSEL = Electronic Components and Systems for European Leadership
ECSEL JU: a Public-Private Partnership
Keeping Europe at the Forefront of Technology Development
Established by the Council Regulation (EU) No 561/2014
What is ECSEL?
A Wild: ECSEL JU: Supporting the Value Chain from Equipment to Applications, IISB Jahrestagung, Erlangen, 20 November 2015
13
Implement a public-private partnership in electronic components and systems, bridging the gap between research and exploitation, aligning strategies to increase European and national investments, building an advanced ecosystem on manufacturing, design and system engineering to serve key markets addressing societal challenges.
ECSEL JU Mission
A Wild: ECSEL JU: Supporting the Value Chain from Equipment to Applications, IISB Jahrestagung, Erlangen, 20 November 2015
14
Autonomous Union body implementing a JTI; eligible costs > 5B€
Members: - EU (represented through the Commission): H2020 contributions up to 1.17 B€
- ECSEL Participating States : envisaged contributions ~ 1.17 B€
- Private Members (Assoc. AENEAS, ARTEMIS-IA, EPoSS) >2.7 B€
Derogation from H2020 reimbursement rate
ECSEL JU Funding
Administrative arrangements ECSEL JU - Public Authorities:
EU/EC: Delegation Act entrusting ECSEL with budget execution
ECSEL Participating States have three options: - Administer national grants independently (information exchanges)
- Entrust ECSEL with cost recognition but not with paying national grants
- Entrust ECSEL with the cost recognition and paying national grants
A Wild: ECSEL JU: Supporting the Value Chain from Equipment to Applications, IISB Jahrestagung, Erlangen, 20 November 2015
15
• Permeating virtually all industrial branches and all aspects of societal life
• 3-way model: – Union + Participating States + private sector
• Including large / small countries and regions • Supporting the whole ecosystem:
– Sequoias (large industry) – Trees (medium-sized enterprises) – Bushes (small enterprises) – Grass-root innovation (institutional / academic)
• Naturally able to combine funding sources (e.g.H2020 +National, + ESIF etc.)
ECSEL JU: an Inclusive Programme
A Wild: ECSEL JU: Supporting the Value Chain from Equipment to Applications, IISB Jahrestagung, Erlangen, 20 November 2015
17
ECSEL JU Multi Annual Strategy Plan 2015 Coverage
(in person.months)
A Wild: ECSEL JU: Supporting the Value Chain from Equipment to Applications, IISB Jahrestagung, Erlangen, 20 November 2015
18
Overview of ECSEL Projects
Eligible Costs Grants
2014 708.1 298.7
2015 652.6 265.5
TOTAL 1360.7 564.2
A Wild: ECSEL JU: Supporting the Value Chain from Equipment to Applications, IISB Jahrestagung, Erlangen, 20 November 2015
19
FP7/H2020 Calls
ECSEL JU: a Mechanism among Other Best Suitable for Combining Funding
Contractual PPPs
EUREKA Clusters
National Programmes
Member States
JTIs /JUs BBI, Clean Sky, FCH, IMI, S2R
EeB, FoF, SPIRE, EGVI, Photonics, Robotics, HPC, 5G
CATRENE, ITEA3, ΣURIPIDES2, CELTIC+, EUROGIA+, ACQUEA,
Industry
Regions
Smart Specialization ESIF/ERDF
The
Poss
ible
A Wild: ECSEL JU: Supporting the Value Chain from Equipment to Applications, IISB Jahrestagung, Erlangen, 20 November 2015
20
Thank you for your attention!
A Wild: ECSEL JU: Supporting the Value Chain from Equipment to Applications, IISB Jahrestagung, Erlangen, 20 November 2015
21
Timeline 2015
jan feb mar apr may jun jul aug sep oct nov dec
PO closed 12 May
FPP closed 8 Sep
Call(s) open
17 March
Public Authorities Working Group: - Rules evaluation /selection (rating steps) - Launch of calls 2015
PAB
Mee
tin
g G
B M
eeti
ng
GB
: A
do
pt
WP
20
15
Evaluationby Experts
PAB
Fu
nd
ing
De
cisi
on
Corrections by NFAs
EU and NFA pre-commitments*
EU and NFA contribution adjustments
GR
AN
T A
GR
EEM
ENTS
P
RO
JEC
T ST
AR
T
Fix Contri- butions
*: under caveat: pending budgetary authorities decision
A Wild: ECSEL JU: Supporting the Value Chain from Equipment to Applications, IISB Jahrestagung, Erlangen, 20 November 2015
22
Co-Funding: Larger, Stronger Actions
R&I Phase
*: percentages for illustration only, actual value will vary according to different criteria
Industrial Phase
3. Subsequent ESIF
EU: 25%*
Private: >50%*
4. Parallel ESIF
National: 25%*
Co
mb
inin
g Fu
nd
ing:
a U
niq
ue
3-W
ay M
ech
anis
m
2. Preparatory ESIF 1. Included ESIF
ESIF + ECSEL: MAX IMPACT!
Top Related