The Semiconductor Industry & Technology - Contributing to the challenges facing the humankind on a global scale-

Transcription

1 The Semiconductor Industry & Technology - Contributing to the challenges facing the humankind on a global scale- December 15, 2017 Tetsuro Higashi Corporate Advisor, Corporate Director Tokyo Electron Limited 1

2 Applications to drive the semiconductor industry Interface Intelligence Infrastructure 2

3 Interface: Edge computing Medical device, smartphone, wearable, sensors, etc. AR/VR Experience and Feeling 3

4 Intelligence: Fog computing Autonomous driving Smart factory Security and Latency 4

5 Infrastructure: Cloud computing 5G Network Cost and Volume 5

6 Data growth in IoT society Number of Connected things Total amount of data created everywhere Global cloud traffic x2.5 (CAGR 20%) x2.0 (CAGR 15%) 15.4B 30.7B 75.4B Source: IHS, IoT platforms: enabling the Internet of things, March 2016 x4.1 (CAGR 33%) 145ZB 600ZB Source: Cisco, Global Cloud Index November 2016 x3.6 (CAGR 29%) 3.9ZB 14.1ZB Source: Cisco, Global Cloud Index November 2016 Technology innovation creates data, and the data creates values 6

7 Semiconductor market - growth assumptions $ Billion 6,000 Semiconductor market 2057 $5,600B 5,000 4,000 3,000 2,000 1, CAGR 9% 2017 $409B we are here $2,600B Source: WSTS (1986~2017F), TEL Assuming CAGR 7% and 5% 7

8 World primary energy demand World primary energy demand prediction World population prediction Energy Billion tons (oil equivalent) In 2100, over 16 billion Source : IEA World energy outlook Source : United Nations, Population Division In 2100, the demand for primary energy will be double 8

9 Impact of the electricity usage of Communication Technology 60% Share of CT of global electricity usage TWh/year 9,000 Expected case scenario CT electricity 50% 40% 30% 20% 10% 21% 11% 6% 51% 21% 8% 8,000 7,000 6,000 5,000 4,000 3,000 2,000 1,000 Production Data centers Wireless networks access Fixed access WiFi Fixed access wired Consumer devices 0% Source: Challenges 2015, 6, TEL drew the graph with reference to the graph created by Anders S.G. Andrae and Tomas Edler CT could use half of the global electricity in 2030 in the worst case 9

10 Social impact Environment issues 10

11 Challenges facing humankind From UNIC site 11

12 Greenhouse gas generation N2O CFCs Methane CO2 by Deforestation CO2 Derived from fossil fuel Energy usage is the center of discussion on global warming 12

13 Risks of Global Warming Health will also suffer due to heat waves Food and water shortages 13

14 Risks of Global Warming Warming would also cause damage to infrastructure as there will be an increase in floods and typhoons 14

15 Risks of Global Warming Rising sea levels would cause erosion of beaches and high tides Tokyo Big Site, Here we are From Global Sea Level Rise Map of geology.com 15

16 Our Mission Energy efficient by IoT, of IoT, and for IoT Ultra low power consumption device Green manufacturing by 3R 16

17 Energy efficient society by IoT World s CO2 emissions reduction potential in 2030 by IT solutions About Gt-CO2 Sector Gt-CO2 Conversion : 0.074~ World s CO2 Emissions compared to 2013 Commercial : 0.22~0.46 Industrial : 0.25~0.53 Residential : 0.35~0.76 Transport : 2.8~6.0 Source: EDMC/2016 Energy and Economy Statistical Abstract and Contribution to Global Warming Prevention by IT Solutions of JEITA 17

18 Primary energy network of world Energy resourece Coal Natural Gas Oil Atomic energy 27% 22% 32% 6% Fuel Electricity, Thermal Industrial Transport Consumer Building Others Conversion loss 19% 19% 23% 8% 21% Renewable energy 13% 70.7% Residential 10% Source : IEA World energy outlook Electricity is driving force for energy network in the world 18

19 Consideration for thermal issue Data Data center Power cost increases 19

20 Ultra low power consumption device Semiconductors that run AI efficiently 20

21 Green Manufacturing by 3R s SEMI S23 Equipment Facility SEMI S23: GUIDE FOR ENERGY, UTILITIES, AND MATERIALS USE EFFICIENCY OF SEMICONDUCTOR MANUFACTURING EQUIPMENT + 21

22 Green Manufacturing 3 R s Reduction Reuse Recycle Progress with reducing amount used improving efficiency of use using environmentally-friendly materials in regards to energy (electricity, water, N2, air, and exhaust/waste liquid), gas, chemicals, and resources, based on the 3R's 22

23 Let s change the global environment with semiconductor industry CO2 reduction 23

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