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
Source : Telecompaper
Hong Kong Leads Asia-Pacific Countries in Broadband Penetration
PA(S)-ICOIA 2006
Infocommunications
Source : Telecompaper
PA(S)-ICOIA 2006
In 2005, the revenue of the infocomm industry grew by 8.9% to reach S$37.89 billion (Figure 1). External demand, up by 11.0%, provided much of the growth impetus.
Revenue includes non-optoelectronics related. Figures for optoelectronics not available
Infocommunications
Source : IDA (Infocomm Authority of Singapore)
PA(S)-ICOIA 2006
Revenue includes non-optoelectronics related. Figures for optoelectronics not available
Infocommunications
Source : IDA (Infocomm Authority of Singapore)
Hardware market segment continues to dominate the infocomm industry
PA(S)-ICOIA 2006
Infocommunications
Revenue includes non-optoelectronics related. Figures for optoelectronics not available
Source : IDA (Infocomm Authority of Singapore)
Revenue Growth by Market Segments
PA(S)-ICOIA 2006
Infocommunications
Home Networking Market
• USD2.2bil to USD9bil from 2002 to 2006 (CAGR of 42%) (source – Instat/MDR)
• Internet connectivity and automation cabling and infrastructures are in-built into new homes – such as for home entertainment / automation / security.
• Digital home lifestyles means more internet-enabled devices, and convergence products.
• Video “everything” and wireless everything is hot. Bandwidth and speed may be the bottleneck in many countries. YouTube, IPTV, Videostreaming, Online gaming, music…. More and more internet contents are video, gaming and music related. - 60% of internet traffic is used for peer-to-peer swap (source : cachelogic) - Legal constraints ?
PA(S)-ICOIA 2006
Displays
The big are getting bigger….82” LCD – Samsung
102” Plasma - Samsung
…and the small are getting prettier.
Siemens Flexible Display
Electronic-Ink/Book- power needed only to change contents.
OLED Display 1280x768
PA(S)-ICOIA 2006
Displays
FPD Industry
17.0 15.022.0
31.043.0
51.07.0 6.4
7.8
13.0
19.1
19.0
0.0
10.0
20.0
30.0
40.0
50.0
60.0
70.0
80.0
2000 2001 2002 2003 2004 2005
Year
US$
Billi
ons
OTHERS
TFT LCD
Source : DisplaySearch
Others : HTPS/LTPS TFTs, DLP, PDP, OLED, LCOS….
PA(S)-ICOIA 2006
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
Source : DisplaySearch
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
Source : DisplaySearch
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
Instrumentation Optics
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.
Instrumentation Optics
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 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)
Manufacturing Statistics : Principle figures & Trends
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
Manufacturing Statistics : Principle figures & Trends
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
Manufacturing Statistics : Industry Clusters
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
Source : EDB Singapore Industries classifed according to SSIC 2000
Manufacturing Statistics : Industry Clusters
Electronics 2005 : $78,968mil
PA(S)-ICOIA 2006
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
Source : EDB Singapore Industries classifed according to SSIC 2000
Manufacturing Statistics : Industry Clusters
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
Source : EDB Singapore Industries classifed according to SSIC 2000
Manufacturing Statistics : Industry Clusters
Biomedical 2005 : $18,749mil
PA(S)-ICOIA 2006
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
Source : EDB Singapore Industries classifed according to SSIC 2000
Manufacturing Statistics : Industry Clusters
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
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
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