ACSIELWebinar | Trends in European microelectronics – Focus on the automotive industry | July 2, 2024
A look back at the ACSIELWebinar “Trends in European microelectronics”
European microelectronics, at the heart of a technological revolution, plays a fundamental role in the evolution of the automotive industry. With the rise of electric and autonomous vehicles, demand for advanced semiconductors has never been greater. These components are essential for improving the energy efficiency, safety and connectivity of vehicles. Europe, with its silicon carbide (SiC) innovations and production capacities, is well positioned to lead this transformation. The challenges are many: strengthening the supply chain, maintaining a technological lead over global competitors, and meeting sustainability requirements. Microelectronics is the driving force behind the new mobility, and its development is crucial to a greener, more connected future. By investing in these technologies, Europe is securing its place as a leader in global automotive innovation.
To explore these dynamics, the ACSIEL Innovation and Foresight Commission, in partnership with YOLE, proposed this #ACSIELWebinar “Trends in European microelectronics – Focus on the automotive industry”. 80 people attended the meeting and took part in this presentation by Pierre Cambou, Principal Analyst, Global Semiconductor at Yole Group.
We therefore propose:
- a reminder of the program
- answers to outstanding questions
- replay of the ACSIEL Webinar
- download the presentation
- a survey to determine the theme of the next ACSIEL Webinar
On the program
Introduction
Welcoming the participants
Introducing Yole
1 – Global electronics
- a) Worldwide demand for electronic end systems/by market
Examination of the different categories of electronic end systems and the evolution of their demand worldwide - b) World semiconductor market
Comprehensive overview of the semiconductor market, including growth trends, key players and technological innovations - c) Supply chain USA/EU/Asia/PJ
Analysis of the structure and dynamics of the global semiconductor supply chain - d) A quick summary of the various laws governing geographical chips
Overview of semiconductor-specific legislation in different geographical regions - e) Power of European semiconductor equipment
Highlighting the capabilities and strengths of the European semiconductor equipment industry
2 – Automotive market
- a) Automotive market trends
Analysis of current and future trends in the global automotive market - b) Trends in automotive semiconductors (powertrain, ADAS, infotainment)
Study of specific semiconductor trends in the automotive sector - c) Europe and the history of the SiC (revenues, players, etc.)
Focus on Europe’s role in the development and adoption of silicon carbide (SiC) - d) Collateral changes: Electric vehicle charging, general trends, impact on electronics, player mapping
Exploring the impact of new automotive trends on the electronics industry
3 – Outlook for European industry
- a) Renewable energies
Discussion of the growing importance of renewable energies in European industry - b) New space
Examination of the emerging European space sector and its opportunities for microelectronics - c) Quantum
Analysis of advances in quantum technology and their potential impact on the European electronics industry
Conclusion
Summary of key points and interactive discussion with participants.
For whom?
This webinar is ideal for electronics professionals, policy makers, academic researchers, students and anyone interested in the future of technology and innovation in Europe.
➡️Answers to 2 questions left unanswered during the webinar
- Feasibility of increasing Europe’s share to 20% (CHIPS ACT objective)? Going from 7% to 20% with so little investment = not credible!
The Chip Act speaks of a starting point of 10%, so it considers the control of manufacturing capacity in Europe and abroad. It seems to me that this is a vision of demand and not supply, even if the discourse may seem a little confused.
If we consider the hypothesis of a rise from 10% to 20% of foundry demand among European semiconductor players, it’s conceivable that with a clearer shift towards fabless models, combined with investment on European soil (the famous 6 to 7% internal capa), Europe could increase its market share from 10% to 20% of world semiconductor production.
- What’s your perspective on cooperation vs. intra-EU competition – how can we make Europe a player that really consolidates and amplifies its resources? ..to play (at the head of the market or at least at the same level as the US and China) in at least a certain number of key segments. And not to be completely dependent on AI, for example! (keyword: “Airbus of chips”!?!?)
“to lead the market”
Europe’s 11% market share mainly concerns More than Moore (Power & Analog and Opto & Sensor) in Automotive, Industrial, and marginally in Medical and Aerospace.
to get more market share, we’ll have to move into Mobile & Consumer (unlikely, given the lack of dynamism in this sector) or Infrastructure (which is more dynamic, so a little more possible).
it seems to me that generating a need through state or pseudo-state purchases could lead to the emergence of downstream players (sovereign cloud, etc.) and therefore players in datacenter chips and/or AI.
Ultimately, Europe needs a response to the GAFAM monopolies to start “playing”. We need not only an Airbus for the cloud, but also for the most basic applications, before we can think about an Airbus for chips.
SAVE THE DATE
We look forward to seeing you at our next ACSIELWEBINAR. Mark the date in your diary: Notez la date dans votre agenda : Tuesday, October 15, 2024 – 5 pm
➡️ Let us know what theme you would like us to cover: here