出展者によるセミナー
SPR3
同時通訳
東京ビッグサイト 会議棟 レセプションホールA
12月14日(水)15:10-16:50
SEMIマーケットフォーラム
エレクトロニクスバリューチェーンの展望と成長機会
Sponsored by
概要
業界のダイナミックな再編、技術の進歩、中国市場の急成長など、エレクトロニクス製造分野が大きく変化をしています。マクロ経済や地政学的事象からの重大な影響もあります。本フォーラムでは、これら複雑な要因を専門家が分析し、最終製品から装置・材料市場にいたるエレクトロニクスバリューチェーン全体の予測を提供します。
プログラムアジェンダ
15:10-15:15 "Welcome Speech" SEMI Jonathan Davis
15:15-15:35
IoTが半導体に与える影響は大きい
IHSマークイット
テクノロジー調査部
調査ディレクター
南川 明
欧米ではすでにIoTビジネスが動き始めている。IoT市場で主導権を取るためのM&Aの動きも激しくなっている。
昨年はIoTで求められる半導体はMCU、アナログ、パワー、センサーであると紹介したが、今年はさらに具体的なアプリケーションで使われてゆく半導体の市場規模などを見てゆきたい。また、各国でIoT普及に向けた政策・規制が出始めたので整理してみたい。
15:35-15:55
Semiconductor Outlook 2017: Internet of Things or Incredibly Optimistic Thinking
VLSI Research Inc
CEO
G. Dan Hutcheson
IoT has failed to deliver the growth promised in recent years in spite of the Incredibly Optimistic Thinking and forecasts around it. The hockey sticks of forecasting will not be brought to this presentation. Instead, G. Dan Hutcheson examines why the puck keeps missing the goal. He examines questions like:
• Will IoT finally emerge as the driver in 2017? If not, what will the drivers be?
• Will IoT ever emerge as a driver? When and how will it emerge?
• What comes after PC and Mobile Maturity?
• How will these factors interplay to drive the semiconductor market in 2017?
• What’s driven the last two years of flat semiconductor growth?
15:55-16:10
Fab Investment and The Surge of China fabs
SEMI Taiwan
Industry Research & Statistics
Sr. Manager
Clark Tseng
The presentation will cover latest year-to-date figures and forecast into 2018 of fab investment from logic, foundries, memory and discrete sectors. We will discuss new fab construction projects and equipment spending trend by region, wafer size and major product segments. We will look into capacity shift and outlook among IDMs, foundries and memory players. The presentation will also highlight the surge of China fab investment driven by both international and demoestic players. China's projects are expected to be the major driving force of fab investment in the years to come.
16:10-16:30
SEMI Equipment and Materials Outlook
SEMI
Industry Research & Statistics
Senior Director
Dan Tracy
SEMI will present its current year-to-date trends and updated forecasts for semiconductor equipment and materials spending for 2017. Information will be presented by segment and by regions. The materials outlook with cover both fab and packaging materials.
16:30-16:50
Panel Discussion
Moderated by Jonathan Davis, SEMI
16:50-17:00
Mature fabs and new equipment
エドワーズ(株)
アジアEMS技術本部
本部長
高橋 克典
Many IoT devices will be manufactured on 200mm wafers in fabs where equipment is fully depreciated. Cost is an ever-present concern. Environmental stewardship is a factor in supplier selection. Environmental regulation and industry commitment to reduced greenhouse gas emissions may drive manufacturers to reduce their emissions. To be competitive, IoT device manufacturers may need to replace old and obsolete abatement equipment. Edwards will provide their insight into these changes and share experience on this topic.