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2012 Pressemitteilungen |
FOR
IMMEDIATE RELEASE
Media
contact
Muriel
Guilbert
ATREG,
Inc.
+1.425.829.3712
muriel.guilbert@atreg.com
Global
Demand for 150mm Operational Fabs Still Strong, Reports
Global Advisory Firm ATREG
Operational
fabs for sale such as Renesas’
operational, automotive-qualified 150mm
fab in Ube, Japan offer attractive supply agreement for long-term,
cost-effective manufacturing
SEMICON
Japan 2012, Tokyo, Japan, December 5, 2012 – ATREG, Inc., a global advisory firm to the semiconductor industry
headquartered in Seattle, USA, reports today that the market is still
showing strong demand for operational semiconductor manufacturing
fabs. ATREG, which provides semiconductor companies with objective
market analysis, strategic advice, and transaction execution
expertise for the merger, acquisition, and disposition of assets and
business units, notes that despite the decline of long-term global
production of 150mm wafers, there is still market demand for products
made in these trailing-edge facilities and semiconductor companies in
need of securing future manufacturing capacity for 150mm wafers
should consider taking advantage of favorable market conditions to
lock in long-term supply.
Renesas
Electronics Corporation (TSE: 6723), a premier supplier of advanced
semiconductor solutions, is currently offering such an asset – its
automotive-qualified, operational 150mm facility located in Ube,
Yamaguchi Prefecture, Japan that produces multi-purpose MCUs, ASICs,
flat panel display drivers, power management devices, primarily at
0.35 microns. Renesas will provide the fab’s buyer with a
substantial supply agreement for up to five years, an attractive
offer for companies looking to secure long-term manufacturing
capacity for trailing-edge products on less advanced technology
nodes.
“The
Yamaguchi fab has been very important to Renesas’ customers over
the years,” explains Yutaka Emoto, executive manager, corporate
planning division at Renesas. “ATREG has been our strategic advisor
for several years and we are excited to find a good buyer for this
world-class facility.”
“The
Renesas 150mm fab is one of the most productive and highly qualified
anywhere, in or out of Japan,” adds
Stephen Rothrock,
president and managing principal of ATREG.
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About
ATREG, Inc.
Headquartered
in Seattle, USA, ATREG
is a global advisory firm to the semiconductor industry. The company
provides some of the world's largest and most reputable companies
with objective market analysis, strategic advice, and transaction
execution expertise for the disposition and acquisition of
operational assets and business units. For more information, please visit us online at www.atreg.com.
About
Renesas
Electronics Corporation
Renesas
Electronics Corporation (TSE: 6723), the world's number one supplier
of microcontrollers, is a premier supplier of advanced semiconductor
solutions, including microcontrollers, SoC solutions, and a broad
range of analog and power devices. Business operations began as
Renesas Electronics in April 2010 through the integration of NEC
Electronics Corporation (TSE:6723) and Renesas Technology
Corporation, with operations spanning research, development, design,
and manufacturing for a wide range of applications. Headquartered in
Japan, Renesas Electronics has subsidiaries in 20 countries
worldwide. More information can be found at www.renesas.com.
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FOR
IMMEDIATE RELEASE
Media
contact
Muriel
Guilbert
ATREG,
Inc.
+1.425.829.3712
muriel.guilbert@atreg.com
Wharton
School and ATREG Release Key Findings of
Joint Global IDM Industry Study
Systematic
analysis of the nature of challenges faced by semiconductor companies
reveals IDM firms are faster to market with new product designs on
existing manufacturing processes; fabless companies are faster to
market with new designs on new manufacturing processes
Seattle,
WA, November 6, 2012 – ATREG, Inc., a global advisory firm to the semiconductor industry
headquartered in Seattle, USA and The Wharton School at the
University of Pennsylvania today released the key findings of a joint
global IDM (integrated device manufacturer) industry study – Managing
Complexity & Change in the Semiconductor Ecosystem.
The study, conducted by Wharton management professor Dr. Rahul
Kapoor, is based
on detailed responses from senior executives at 23 publicly listed
IDM companies, including 11 of the 20 largest IDMs (2011 revenue).
The study, which sheds light on a broad array of challenges and
opportunities that IDM companies face within their ecosystem, reveals
that IDM firms are faster to market with new product designs on
existing manufacturing processes whereas fabless companies are faster
to market with new designs on new manufacturing processes. The
average time-to-market, defined as the period from design start to
mass production, is about 11 months for a revision of an existing
product design. It increases to about 17 months for a new product
design. While IDMs are much faster to commercialize new designs on
existing manufacturing processes, they seem on average slower to
commercialize new designs on new manufacturing processes. This could
reflect inherent differences in the extent of design manufacturing
customization between fabless and IDM companies. The difference could
also be due to the fact that fabless companies essentially contract
for a newly available manufacturing process at a foundry whereas IDMs
internally develop a new manufacturing process. The IDM
study results were compared with those from fabless companies
collected during an earlier study conducted by Dr. Kapoor in
conjunction with GSA*.
Other
key research findings include:
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Manufacturing
strategy: In general, while the relationship with foundries is somewhat at an
arm’s length, an IDM’s balanced manufacturing strategy seems to
be paying off at least in the short term. The importance of having
internal manufacturing was reinforced not only in terms of having a
high level of coordination between product design and manufacturing
activities, but also having greater leverage over foundries.
-
Intellectual
property (IP) reuse: On
average, an IDM reuses about 73% of design IP in the revision of an
existing product design and about 44% in a new product design.
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Source
of IP: A
large proportion of IP for IDMs continues to be internal (84%) with
some IP dependence on third-party IP firms and foundry suppliers.
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IDM-foundry
relationships: There are lower levels of information sharing and involvement in
IDMs’ value-creating activities by foundry suppliers. This may be
reflective of the conflicts and challenges that IDMs face in working
simultaneously with both internal manufacturing units and external
foundries. At the same time, this simultaneity also seems to provide
some benefits to IDMs as foundries are much more likely to customize
their manufacturing processes around the needs of their IDM
customers.
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IDM-complementor
relationships: Companies providing complementary products integrated in the
customer’s application play an important role in enhancing the
IDMs’ competitive position. Managing those more complex
relationships means that IDMs pursuing collaborative innovation
models need to explicitly develop organizational structures to
effectively manage these new types of relationships.
“This
study provides a systematic analysis of the nature of challenges and
opportunities faced by IDMs that have traditionally depended on their
internal manufacturing resources,”
explains Dr. Kapoor, principal investigator of the research and
author of the report. “We
believe these findings will help semiconductor industry executives
benchmark their business models and design their organizations, so
they can leverage their internal capabilities as well as those within
their ecosystem.”
“The
quickening pace of change combined with increasing technological and
market complexity makes the semiconductor industry one of the most
challenging environments in which to compete. As a result, many
companies are redesigning their business models not only within the
company itself, but also at the collaborative interface between the
company and its diverse set of partners,”
adds Barnett Silver, senior vice president and principal for ATREG.
“Key
indicators such as the different sources of IP, the extent of IP
reuse, the nature of competitive differentiation, and time-to-market
drivers can help inform semiconductor companies’ technology
strategies and outcomes.”
Notes
to editors
The
full Wharton-ATREG research report is available for download at
http://www.atreg.com/Wharton_ATREG_IDM_industry_study_Nov2012_FINAL.pdf.
*Collaborative
Innovation in the Global Semiconductor Industry: A
Report on the Findings
from the 2010 Wharton-GSA Semiconductor Ecosystem Survey,
Dr. Rahul Kapoor / GSA,
http://www.gsaglobal.org/gsa-resources/reports/collaborative-innovation-in-the-global-semiconductor-industry/
About ATREG, Inc.
Headquartered in Seattle, USA,
ATREG
is a global advisory firm to the semiconductor industry. The company
provides some
of the world's largest and most reputable companies with objective
market analysis, strategic advice, and transaction execution expertise
for the disposition and acquisition of operational assets. For more information, please visit
us online at www.atreg.com.
About the Wharton School
Founded
in 1881 as the first collegiate business school, the Wharton School
of the University of Pennsylvania is recognized globally for
intellectual leadership and ongoing innovation across every major
discipline of business education. With a broad global community and one
of the most published business school faculties, Wharton
creates ongoing economic and social value around the world. The school
has 5,000 undergraduate, MBA, executive MBA, and doctoral students, more
than 9,000 annual participants in executive education programs as well
as a powerful alumni network of 91,000 graduates.
For more information, please visit us online at
http://www.wharton.upenn.edu/
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FOR IMMEDIATE RELEASE
Media contact
Muriel Guilbert
ATREG, Inc.
+1. 425.829.3712
muriel.guilbert@atreg.com
Global MEMS Sector Shows Strong Demand for Operational Semiconductor Manufacturing Fabs Available for Purchase, Reports Global Advisory Firm ATREG
Operational fabs for sale could fill capacity gap to meet robust global demand for MEMS devices driven by explosive growth within smartphone and tablet segments
MEMS Executive Congress Europe 2012, Zurich, Switzerland, March 20, 2012 – ATREG, Inc., an advisory firm to the global semiconductor industry headquartered in Seattle, USA and a new member of MEMS Industry Group (MIG), reports today that the global MEMS sector is showing strong demand for operational semiconductor manufacturing fabs that are currently available for purchase. ATREG, which provides semiconductor companies with objective market analysis, strategic advice, and transaction execution expertise for asset dispositions and acquisitions, thinks that operational fabs currently available on the market could fill the capacity gap to meet the robust global demand for MEMS devices, which is primarily being driven by the explosive growth within smartphone and tablet segments.
According to IHS iSuppli, the aggregate MEMS market is projected to grow at a compound annual growth rate (CAGR) of 10.5 percent between 2010 and 2015, with current predictions of 22 percent CAGR for consumer and mobile products alone (from $1.5 billion in 2010 to $4.4 billion in 2015). In 2010, pure-play MEMS foundries experienced a 48.4 percent expansion, compared with only 2.4 percent for standard semiconductor foundries. To keep pace with demand, MEMS manufacturers are gearing up by enhancing manufacturing capabilities and capacities. Companies are beginning to recognize that existing, operational fabs available for purchase can provide time-to-market and cost advantages. By acquiring an operational fab with ongoing production, MEMS companies can gradually introduce capacity into the fab without bearing the 100 percent of operational fab cost during the initial product qualification and ramp phases. As the seller’s production volumes decline over time, the buyer introduces incremental production capacity to maintain a healthy fab utilization rate.
“We think 150mm fabs at less advanced geometry nodes can be a cost-effective option for MEMS manufacturers to target,” explains Barnett Silver, senior vice president and principal of ATREG. “For example, Texas Instruments is currently offering two such assets – automotive-qualified, operational 150mm operational fabs in Hiji, Japan and Houston, TX. Now is a good time for MEMS companies to look into all available options to expand much needed capacity at an affordable cost.”
“OEMs are integrating MEMS devices into consumer, biomedical / quality of Life, automotive, and industrial applications by the hundreds of millions,” said Karen Lightman, managing director, MEMS Industry Group. “With such strong demand for commercially available MEMS, fabless, fab-lite, and integrated device manufacturers are employing diverse approaches to keep pace. As the trade association advancing MEMS across global markets, MEMS Industry Group is pleased to welcome ATREG to our community of members.”
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About ATREG, Inc.
Based in Seattle, WA, ATREG is a global advisory firm to the semiconductor industry. The company provides some of the world's largest and most reputable companies with objective market analysis, strategic advice, and transaction execution expertise for the disposition and acquisition of operational assets. With its extensive market knowledge, key industry relationships, and proven track record, ATREG has advised clients in transactions representing a combined market value of over $5 billion over the past 10 years. ATREG is a member of MEMS Industry Group (MIG). For more information, please visit us online at www.atreg.com.
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FOR IMMEDIATE RELEASE
Media contact
Muriel Guilbert
ATREG, Inc.
425.829.3712
muriel.guilbert@atreg.com
ATREG Successfully Advises IDT on 200mm U.S. Fab Sale
Hillsboro, Oregon facility sold to Alpha and Omega Semiconductor Limited (AOS); Transaction completes IDT’s transition to fabless semiconductor company
Seattle, WA, February 15, 2012 – ATREG (Advanced Technology Resource Group), a Seattle-based advisory firm to the global semiconductor industry, announced today that it has successfully advised Integrated Device Technology, Inc. (IDT) (NASDAQ: IDTI) in the sale of its operational 200mm semiconductor manufacturing facility based in Hillsboro, Oregon. Alpha and Omega Semiconductor Limited (AOS) (NASDAQ: AOSL), a designer, developer, and global supplier of power semiconductors based in Sunnyvale, Calif., purchased the wafer fab and related assets, completing IDT’s transition from a fab-lite to a fabless business model.
The flexible campus, located close to the Portland-Hillsboro airport, includes a 50,000 square foot class-one cleanroom in which IDT manufactured standard logic, PLL, network ICs, SRAM, and multiport semiconductor products. The 25-acre, 245,000 square foot facility can be expanded to accommodate future growth.
“A fabless model will enable us to focus our resources and investments on innovative new product development, while outsourcing manufacturing to industry leading foundry partners,” explains Mike Hunter, vice president of worldwide manufacturing at IDT. “The sale of our fab to Alpha and Omega Semiconductor represented a win-win for IDT, AOS, and our Oregon employees. ATREG brought a well-defined process to assist us in this transaction.”
“A fabless company buying a fab is a new and innovative approach,” adds Barnett Silver, senior vice president and principal at ATREG. “We may see more of these kinds of transactions in future as other semiconductor companies rethink their manufacturing approach and follow in AOS’ footsteps.”
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About ATREG, Inc.
Based in Seattle, WA, ATREG is a global advisory firm to the semiconductor industry. The company provides some of the world's largest and most reputable companies with objective market analysis, strategic advice, and transaction execution expertise for the disposition and acquisition of operational assets. With its extensive market knowledge, key industry relationships, and proven track record, ATREG has advised clients in transactions representing a combined market value of over $5 billion over the past 10 years. For more information, please visit us online at www.atreg.com.
|
FOR IMMEDIATE RELEASE
Media contact
Muriel Guilbert
ATREG, Inc.
425.829.3712
muriel.guilbert@atreg.com
Texas Instruments Engages ATREG as Advisor
for Fab Sales in Japan and USA
Global advisory firm to find qualified buyers for 150mm fab and advanced 300mm assembly, test, and packaging operation (Hiji, Japan) and 150mm fab and wafer bump facility (Houston, TX)
Seattle, WA, February 13, 2012 – ATREG (Advanced Technology Resource Group), a Seattle-based advisory firm to the global semiconductor industry, announced today that it has been engaged by Texas Instruments Incorporated (TI) (NASDAQ:TXN) to advise on the sale of two manufacturing campuses in Japan and the U.S. After working together with TI for the past few weeks, ATREG will continue to facilitate the disposition of TI’s Hiji, Japan and Houston, Texas sites.
The well-maintained Hiji fab located in the silicon manufacturing region of Kyushu, Japan includes a high-quality, low-cost 150mm operational fab and an advanced 300mm assembly, test, and packaging operation. Technologies used in the fab include multiple analog CMOS (0.72-1.2 µm), multiple (1.0 to 0.72 µm) high-power analog BiCMOS, and high-voltage SOI BiCMOS with an equipment capacity of approximately 35,000 wafers per month (0.5µm and larger). The fab is automotive-qualified (ISO / TS 16949-certified). The A/T facility produces 300mm advanced packages, ultra-fine pitch FlipChip, stacked package on package, stacked die, and high-density, high pin-count copper wire bonding, offering a capacity of approximately 7,500,000 units per month at a 250 average pin count.
A robust and cost-effective 150mm operational fab, the Houston facility is located on a 196-acre site. Offering a capacity of approximately 40,000 wafers per month, the fab is automotive-qualified (ISO / TS 16949-certified) and offers a unique wafer bump facility (wafer-level chip-scale package / plating capability). Technologies used include 1.0 µm CMOS with embedded flash memory, automotive 0.8 µm BiCMOS, multiple CMOS logic (0.72-2.0 µm), multiple analog CMOS (0.8-1.2µm), multiple (1.0-0.72 µm) high-power analog BiCMOS, high-precision analog bipolar, and ultra high-speed analog bipolar.
“We are committed to identifying qualified purchasers who will see the inherent long-term value of our Hiji and Houston manufacturing facilities,” explains Rob Simpson, vice president of worldwide procurement and logistics for TI. “ATREG’s successful 10-year track record facilitating operational asset sales combined with their extensive experience in Japan make them the advisor of choice for us as we focus on workforce retention as part of these transactions.”
“The highly specialized, strategic approach we take when advising the world’s leading semiconductor companies on selling their manufacturing assets is very unique,” adds Stephen Rothrock, president and managing principal of ATREG. “From land and buildings to production, workforce, and supply agreements, we take every aspect into consideration to sell operational fabs as ongoing concerns and reach the best possible outcome for all stakeholders involved.”
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About ATREG, Inc.
Based in Seattle, WA, ATREG is a global advisory firm to the semiconductor industry. The company provides some of the world's largest and most reputable companies with objective market analysis, strategic advice, and transaction execution expertise for the disposition and acquisition of operational assets. With its extensive market knowledge, key industry relationships, and proven track record, ATREG has advised clients in transactions representing a combined market value of over $5 billion over the past 10 years. For more information, please visit us online at www.atreg.com.
About Texas Instruments
Texas Instruments semiconductor innovations help 80,000 customers unlock the possibilities of the world as it could be – smarter, safer, greener, healthier, and more fun. Our commitment to building a better future is ingrained in everything we do – from the responsible manufacturing of our semiconductors, to caring for our employees, to giving back inside our communities. This is just the beginning of our story. Learn more at www.ti.com.
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