Assembleon's answer to the changes in the manufacturing value chain Marco van Oosterhout Senior Manager, Product Management and Marketing. AIMP 2014 “Marketing in a disruptive world” 1. Introduction 2. Market analysis 3. Resulting product portfolio 2 Plaatsen van SMD componenten IC’s Discrete halfgeleiders R & C chips Apple iPhone 5 3 Een typische flowline … Soldeerpasta aanbrengen Componenten plaatsen PCB laden Solderen PCB ontladen 4 Assembléon’s plaats in de flowline 5 • Meer dan 30 jaar ervaring • 400 professionals wereldwijd • 18,000 geinstalleerde units (20kcph equivalent) Veldhoven, NL Suzhou Hong Kong Alpharetta, GA Singapore 6 Het leveren van concurrerende oplossingen voor de elektronische maakindustrie gebaseerd op onze sterkten in plaatsingsmachines 7 1. Introduction 2. Market analysis 3. Resulting product portfolio 8 Electronics value chain Source: Prismark partners, 2011 9 World - All applications (Component consumption based) Autom. 5% Def./Aero 0% Med./Industr . 18% Consumer 32% Comm. 19% Computer 26% World Quality (Fit Core Competence) Personal (Value oriented) Personal (Price oriented) Consumer (price oriented) Other (price oriented?) Protec 2011 P&P (M$) Asia % in region % of world 23% 54% 14% 79% 30% 82% 19% 83% 15% 67% 100% 74% 3,596 Europe % in region % of world 17% 22% 15% 15% 33% 10% 22% 9% 13% 14% 100% 14% 2,881 Americas % in region % of world 37% 24% 15% 6% 21% 8% 12% 8% 15% 19% 100% 13% 365 % in region 42% 6% 18% 13% 22% 100% 350 10 Smart phones ! Smart phones MEMS & sensors in mobile phones 12 Industrial Electronics Power electronics applications overview 13 Automotive Electronics Example: Engine control unit (ECU) • • Most important requirement: reliability ! ̶ Expected life time: > 12 to 15 years ̶ Large operating temperature variations: -40°C < T < +125°C ̶ Relative humidity variations: 25 % up to 99% RH Typical connector: ECU interface connector (H = 24 mm) 14 Automotive Electronics Typical component dimensions (automotive power electronics) SMD transformer (13.5 mm height; m = 9 gr.) Power storage chokes 15 1. Introduction 2. Market analysis 3. Resulting product portfolio 16 SWOT Analysis (2/2) O1 S1 S2 O2 O3 +++ O5 + + O6 O7 T1 T2 + + ++ + + ++ S3 T3 T4 T5 T7 ++ + ++ ++ S5 ++ S6 ++ + ++ + -- W1 W2 --- W3 --- -- --- -- -- W4 ++ - - -- - -- - -- - -- - -- -- --- W5 - - --- - W6 -- -- -- -- W7 T6 ++ + ++ S4 S7 O4 - - -- - 17 Competences analysis • Core ̶ Intrinsic high quality and accuracy of placement process at high speed • Competences ̶ ̶ ̶ ̶ Willingness to adapt system to specific needs Direct sales and service organization Willingness to adapt system to specific needs Environment conscious (“Green”) and Ethical business principles 18 Key processes and competences Robot Parallel single pick & place concept Placement Head Component Alignment Frame PCB Transport Component Feeding Board Alignment 19 Assembléon’s Value Chain 1. Research & Development 2. Design & Engineering 3. Prototyping & Industrialization Using core competences Core Partially Core Assembléon is about - Strenghtening our own core competences - Using strong core competences of partners - Outsourcing non-core activities Non Core 4. Component production 5. System integration 6. Sales & Service 20 Resulting into new solutions SMT Common SMD Hybrid Market Semicon Backend 0201 01005 008004 Wafer Level Processing Wire Bonding A-Series Flip Chips PoP Flip Chip Stacking Q-Driven Markets AX-iFlex SSD Memory Pin-inPaste Modules Embedded Devices Wafer Level Packaging (WLP) Front End Hybrid Modules iFlex Snap-in connectors H1 Hybrid WLP Manual Insertion Hybrid Memory Hybrid Embedded Clinching Hand Mounting Final Assembly 21 Product Portfolio Embedded AX-301 Hybrid Modules AX-501 Hybrid Modules AX-301 Hybrid Embedded DRAM AX-501SHybrid Embedded Scale-able Safety Critical / Industrial AX-501 Hybrid Memory Scale-able Scale-able AX-501 35µ embedded passive accuracy 18µ embedded active accuracy High Output (scale-able) Chip and DRAM shooting Scale-able AX-501+iFlex AX-301+iFlex iFlex Scale-able 30 01005: force control, 35µ accuracy FC: force control, 18µ accuracy High Output (scale-able) Medium to large volume Best in class First Pass Yield Factory automation Scale-able AX-301 SMT Factory Integration (e.g. SiP/MCM/PoP) AX-301 Hybrid Modules - WLP 60 Scale-able 90 > 120 Factory Integration Modules Force control, 10µ accuracy Thin board transport Advanced PCBA WLP Small batch manufacturing Segmented changeovers Many Intelligent feeding positions Fast trolley changeovers Scheduling / Just in Time Output (kcph) 22