SEMI Market Seminar

2014 -- A Golden Year for Semiconductor Supply Chain?

 

Wednesday, December 4
12:30-16:00
Convention Hall B, 2F, International Conference Hall, Makuhari Messe

Japanese-English Interpretation Available

 

With improved ASPs, Flash and DRAM companies are increasing investments for advanced technologies and capacity expansion in 2014.  In addition, spending by pure foundry players will also dominate the 2014 equipment spending outlook. This seminar will investigate the each stage of the semiconductor supply chain market with industry experts and analysts to outlook the coming years. As a keynote for this session, ARM who is driving today’s smart communications will talk about its strategies for the future.

 

 

12:30-12:40

Welcome

 

12:40-13:30

Utsumi, ARM Japan

 

Connecting Intelligence to reshape the future lifestyle

 

Yuzuru Utsumi

President

ARM K.K.

 

ARM has grown in tandem with the spread of mobile phones as the de facto standard of semiconductor IP. The company currently enjoys a share of more than 95% of the smartphone and tablet market, 35% of the networking market and 45% of the digital television market. ARM technologies are also being adopted for servers to meet growing low power consumption needs, and have become indispensable for IoT applications. ARM holds a partner community of more than 1,000 companies and provides the market with innovative technologies developed in collaboration with various companies. In this session, we will talk about market trends, the ARM vision for the future and the latest technologies as a semiconductor IP market leader stand point.

 

13:30-14:20

 

Minamikawa, IHS

 

Long Term Electronics and Semiconductor Market Trend and Japanese Players Position

 

Akira Minamikawa

Japan Office Representative, Electronics & Media

IHS Global KK

 

IHS estimates worldwide electronics demand will expnad much faster than last 10 years. Communication infrastructure, energy equipment, medical equipment will be the next driver of electronics industry, and smart phone and tablet become giant application by 2020. Automotive electronics is still key application for semiconductor however eco car shows us another trend for semiconductor industry.  IHS provides long term electronics and semiconductor trend.

 

14:20-14:35

 

Break

14:35-15:10

 

Kusama, WSTS

 

WSTS 2013 Autumn Semiconductor Market Forecast

 

Hirotaka Kusama

World Chairman, WSTS

Manager, Market Research and Analysis Department

Renesas Electronics Corporation

 

This is a summary of WSTS 13 Autumn Forecast Meeting results. This session will make you understand WSTS's short-term & mid-term semiconductor market outlook along with the assumption of macro economy and major electronics market trend.

 

15:10-15:55

 

Tracy, SEMI

 

Semiconductor Equipment and Materials Market Outlook

 

Dan Tracy

Senior Director, Industry Research & Statistics

SEMI

 

The presentation will cover the latest update on fab investment trends impacting the semiconductor industry.  These investment trends include fab construction and equipment spending, and highlights of investments by foundry, memory and other industry sectors. The forecast for equipment and materials markets will cover regional spending trends for 2014 and 2015.  In addition, the outlook for semiconductor materials will cover highlights of forecasts for various segments of both the fab and packaging material markets. The equipment and materials data will include a summary of the latest year-to-date information collected by SEMI.

 

15:55-16:00

Closing

 

 

Registration

 

SEMI Market Seminar
Until Fri. Nov. 22: JPY 21,000* / From Sat. Nov. 23: JPY 25,000*

* Consumption tax (5%) not included.

Register
  • Please bring the confirmation mail printout to the seminar check-in counter at least 10 minutes prior to the seminar. If you do not receive the confirmation mail or lost it, please check "Track your confirmation email" page in the User My Page.
  • Please carry the print-out during the session as you maybe asked to show it by SEMI staff.
  • The presentations download link will be given in the confirmation email.

 

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