© Shutterstock Components | March 03, 2021
David versus Goliath - Europe's standing on the global market
Europe's world market share of electronics is falling and is on its way to 8%. To put this in perspective, Apple and Samsung each claim the electronics annual demand of all of Europe - a single company as much as all of Europe!
A change is not to be expected, rather a worsening of the trend, because smartphones and associated derivatives are electronics carriers that are manufactured in Asia. But not only the production of electronic devices takes place largely in Asia, but also the production of the semiconductors/silicon itself, which in the finest structures (currently 3nm & 5nm) is worldwide only possible in two places in Asia. E-mobility, IoT or smart home - all of which play a role in Europe - will not shift the picture in our favor. We Europeans have negligently jeopardized our position by clinging too long to "traditional or fossil" technologies. Nevertheless, we still play a role as a provider of ideas and innovation - when it comes to development and patents, people still (!) look to Europe. But aren't we currently squandering our silverware? Our innovative strength is based on education. The pandemic has shown us how well (or poorly) we are positioned here: Digital infrastructure criminally neglected because of focus on tolls - shameful. Our competitors don't need a storm; we score the goals ourselves, and in our own goal. Our supply chains for the global players? If we plan cleanly and for the long term, we will retain the slot reserved for us with the manufacturers. In particular, we will serve our long-term business partners in distribution. Because the chip manufacturers need the perspective via distribution on the broad electronics market, the many innovative customer projects or even start-ups for the products of the future. Those who think they will receive special treatment because of their "large" sales volume will have to reckon with shortages, despite all the Asian stoicism. The Asians may be polite people - but priority? With Europe's total share of the world market of 8%? Even the automotive industry in Europe does not play in the Premier League. We can only survive with qualified communication and careful planning. We should not allow ourselves to be arrogant, but must act cleverly, quickly and efficiently and use the channels we have. In Europe, no customer is big enough to enjoy priority over the USA or Asia because of its volume. This realization may hurt, but it can help minimize even more painful losses. Our self-perception must give way to a self-awareness that looks at strengths and weaknesses with an open mind. Then we have a chance. Distribution has learned to buffer time jumps between dominant partners, to mediate diverse and heterogeneous interests, to channel information flows of various kinds, and to optimize supply chain logistics in a highly efficient manner. And all with a margin that is always shrinking over the years. It is time to think hard about values in logistics and the real relevant task. The pandemic and its consequences show us many things in a burning glass! Let us learn, even if it hurts: We are no longer the center of this world, but we remain an important part of it. If we understand this and align ourselves accordingly, we may be at a decisive point, for a change the famous 7 years ahead of the USA. Cooperation and partnership - not just when everything is in place - can help Europe and its players to survive in the global context. Lone fighters will perish. Too bad David!
Author: Andreas Falke, Managing Director of FBDi association
Author: Andreas Falke, Managing Director of FBDi association
Cree expands its operations leadership team SiC technology specialist Cree is expanding its operations leadership team as part of the company's growth and capacity expansion plans and planned retirement of Rick McFarland, Cree’s Senior Vice President of Global Operations, in the Summer of 2022.
Diode Dynamics expands with new 70,000 sq. ft HQ facility. Automotive LED lighting manufacturer, Diode Dynamics, has announced the construction of a new 70,000 square-foot headquarters facility. The project is located on 10 acres within the Fountain Lakes development in St. Charles, Missouri, and is expected to open this fall.
Sponsored content by Shenzen Kinwong ElectronicThe development trend of printed circuit board products and Kinwong's solution With the rapid development of electronic technology in recent years, printed circuit board (PCB) products are pursuing higher heat dissipation capabilities, with high voltage and high current characteristics, and are developing towards high-density interconnection technology (HDI).
NXP sees its 2Q revenues jump 43% YoY "NXP delivered second-quarter revenue of $2.6 billion, an increase of 43 percent versus the year-ago period, and better than the mid-point of our guidance.” says Kurt Sievers, NXP President and CEO
Infineon sees increase in revenue despite headwinds “Demand for semiconductors is unbroken, as they play a key role in enabling the energy transition and digitalization. Currently, however, the market is faced with an extremely tight supply situation,” Dr. Reinhard Ploss, CEO of Infineon says in the company's quarterly report.
Transphorm closes JV transaction for acquisition of AFSW Wafer-Fab Transphorm, a supplier of gallium nitride (GaN) power conversion products, has close of the transaction for the acquisition of 100% interest in the company’s AFSW wafer-fab facility by GaNovation, Transphorm’s recent joint venture with Palo Alto-based JCP Capital, a new strategic-financial partner.
SK Siltron to invest $300 million in Michigan expansion SK Siltron CSS, a semiconductor wafer manufacturer, plans to invest USD 300 million and create up to 150 high-paying, skilled jobs in Bay County, Michigan, over the next three years.
Sponsored content by ICAPE GroupICAPE Group Service Office in Asia In a context where traveling can be difficult, finding a good partner for your production of electronics parts can be a real challenge. With its unique organization and a Headquarters in China where all the key services are located close to the factories and fully operational, ICAPE Group provides a global solution.
Adjusting the gain of a fixed-gain difference amplifier Question: Is it possible to increase the gain of a fixed-gain difference amplifier?
Shortages, strategies and the future - a Q&A about a crisis Following a number of articles and analyst reports covering the current ongoing semiconductor crisis, Evertiq reached out to Chintan Sutaria, president of quoting and supply chain software provider CalcuQuote, to pick his brain on the topic.
RF manufacturer orders multiple solstice plating systems ClassOne, a provider of semiconductor electroplating and surface preparation systems, has received multiple tool orders from an unnamed RF device manufacturer.
Siltronic to expand with second 300 mm fab in Singapore Siltronic announces that the company has decided to build a second 300 mm fab at its site in Singapore to support the strong demand of the tight semiconductor market.
STMicro manufactures first 200mm SiC wafers in Sweden STMicroelectronics has manufactured the first 200mm (8-inch) Silicon-Carbide (SiC) bulk wafers for prototyping next-generation power devices from its facility in Norrköping, Sweden.
SkyWater to invest $56M in Minnesota capacity expansion SkyWater Technology's Board of Directors has approved USD 56 million in capital investments to expand the capacity and capabilities of its Minnesota facility and to accelerate the company’s entry into the 200 mm GaN market.
Silicon Labs completes sale of Infrastructure & Automotive business Silicon Labs announces that it has completed the divestiture of its Infrastructure & Automotive business to Skyworks Solutions for USD 2.75 billion in an all-cash asset transaction.
Strong improvement for RoodMicrotec Semiconductor supplier RoodMicrotec's total income during the first half of 2021 amounted to EUR 7.3 million, which is 36% above the total income of the same period 2020 and 12% higher than the total income reported for the second half of 2020.
TSMC says its to early make a final decision on German expansion Semiconductor foundry giant TSMC says that it’s too early to say whether the company will expand with new factories in Germany and that discussions are still in early stages.
Sivers Photonics invests to expand capacity Sivers Photonics, a part of Sivers Semiconductors, is looking to expand it manufacturing capability and capacity with a fab investment of up to GBP 3 million in 2021.
Molex goes with FUJI NXT series pick-and-place machines Molex CVS Dabendorf GmbH has decided to use the NXT III placement machine from FUJI EUROPE CORPORATION GmbH.
Inductor current measurement in switched power supplies Question: How do you measure inductor current?
Fingerprint Cards partners with Mouser Electronics Swedish biometrics company Fingerprint Cards has entered into a collaboration with global distributor Mouser Electronics.
GF CEO on Intel rumour: “There’s nothing to that story” In an interview with Jon Fortt from CNBC, GlobalFoundries’ CEO Tom Caulfield sets the record straight regarding the Wall Street Journal’s report of a potential USD 30 billion acquisition by Intel.
Applied Engineering to set up JV operations with Malaysian counterpart US-based Applied Engineering (AE) will be establishing a joint venture (JV) plant with Malaysian counterpart, QES Manufacturing Sdn. Bhd. (QES) in Batu Kawan Industrial Park, Pulau Pinang later this year.
GlobalFoundries to build new fab in upstate New York The semiconductor manufacturer says that it will build a new fab in Malta, New York in a private-public partnership. The new fab willl "double the site’s capacity" and create more than 1'000 new direct high-tech jobs.
MKS completes its acquisition of Photon Control MKS Instruments has completed its previously announced acquisition of Photon Control Inc.
Renesas to close its Yamaguchi factory next year Renesas says that it has decided to consolidate the Yamaguchi Factory (located in Ube, Yamaguchi Prefecture in Japan) of its wholly owned subsidiary, Renesas Semiconductor Manufacturing Co., Ltd. at the end of June 2022.
Intel looking to buy GlobalFoundries for $30 billion? US chipmaker Intel is reportedly in talks to acquire semiconductor manufacturer GlobalFoundries for some USD 30 billion, reports the Wall Street Journal citing sources familiar with the matter.Load more news