10º Seminário Tecnológico
Transcrição
10º Seminário Tecnológico
10º Seminário Tecnológico Placa de Circuito Impresso Tendências de Mercado e Tecnologia Luiz Fernando Guerra – Conselheiro ABRACI 13 de Setembro 2012 Brasil produção local 134 (0,2%) 94 (0,2%) 105 ( 0.2%) 120 (0.2%) 110 (0.2%) 115 (0.2%) ESTIMADO IPC B2B – USA – Aug 2012 B2B Brasil ????? Não sabemos Consumo Eletroeletrônicos 2012 Placas de Circuito Impresso 2012 Mundial : US$ 1.140 Bilhões Brasil : US$ 152 Bilhões (13.43%) (*) Mundial : US$ 61.4 Bilhões Brasil : US$ 94 Milhões (0.15%) (*) (*) fonte ABINEE 2012 (*) fonte ABRACI 2012 Participação do Brasil no consumo de produtos eletrônicos 13,3% Participação do Brasil na fabricação de circuitos impressos 0,15% Brasil 7.5 2.7 1.8%E 4% E N.T. Information Layers Brasil Tecnologia 3+2+3 Não HDI + Flex 4, 6, 8 Sim Rigido + Flex 6e8 Sim Rigido + Flex 1,2,4, 6 Sim Rigido + Flex 1,2,4,6 Sim HDI + Flex 1,2 Sim Rigido + Flex 2,4 F Não Rigido/Flex 1,2,4,6 Sim Rigido + Flex Modelo Atual da Industria Eletrônica Mundial Mobile Phone - Technology Revolution No. of laser drill Palm Pixie 10L ELIC RIM Gemini 1217 K lasers 3 + (4) + 3 5 X solid via plating 878 K lasers 4 X pressing RIM Fuwa 3 X solid via plating ASP 83.4 SEMC Victoria 2 + (6) + 2 4 X pressing 1+(1+6+1)+1 260 K lasers ASP 53.1 175 K lasers 2X solid via plating no solid via plating 3X pressing 2X pressing ASP 43.8 ASP 39.4 Motorola Sholes 4+2+4 1225 K lasers 3 X solid via plating 4 X pressing ASP 61.7 Motorola Titanium 4+2+4 2,147 K lasers 3X solid via plating 4X pressing ASP 82.8 ELIC Major customers are moving to ELIC 10 2008 2009 2010 ELIC product design – Repetitive Process Flow 10L ELIC stack up 10L ELIC process flow – number of passes/area LDI conformal + inner circuitry 8X Lamination 4X DI, Screen for SM 1X Cu Reduction line 5X DES for conformal opening 5X Dry film laminator for conformal mask 5X Horizontal via plating, Atotech Cu12 1X Plasma 5X E-Tester 1X 11 Typical 10L ELIC process flow L56 material release (1/3 oz cu) Cu flash plate 5 um Oxide replacement Desmear and PTH DES by LDI Mechanical drill L00 DES by LDI 12 CM imaging, DES (LDI) CO2 laser (2 shots, 20% capacity gain) EVF solid via plating Panel scrubbing to remove cu particle Lamination with 1/3 oz cu Cu flash plate 5 um EVF solid via plating Oxide replacement L00 lamination with 1/3 oz cu Desmear and PTH Solder mask CM imaging, DES (LDI) Cu flash plate 5 um ENIG Routing Landing pad micro-etch (3um) Cu reduction to max. 30 um for all layers CO2 laser (2 shots, 20% capacity gain) Panel scrubbing to remove cu particle CM imaging, DES (LDI) EVF solid via plating Desmear and PTH L5/6 DES by LDI Landing pad micro-etch (3um) Cu reduction to max. 30 um CO2 laser (2 shots, 20% capacity gain) Panel scrubbing to remove cu particle E-test Green processes are repeated for L47, L38 and L29 Tablet Shipment Forecast by Operational System 2011 Milhões Unidades iOS Android QNX (RIM) Windows Other Total 2012 Market Share Milhões Unidades Market Share 40 66,6 73 61 17,3 28,8 37,9 32 0,8 1,3 2,6 2,2 0 0 4,9 4,4 1,9 3,3 0,5 0,4 60 100 118,9 100 Gartner Inc. Smartphones Apple and Samsung together account for 90% of smartphone profits, control 55% of the market. Smartphone shipments were a total of 144.6 million units in Q1 12, a 41% year over year gain. Apple shipped 35 million iPhones, while Samsung shipped 43 million devices of its own. Google, of course, has plans to use its Motorola businesses to break into a clear third place, but that could take time, if the company can pull it off at all. For now, Apple and Samsung rule the roost. Source: ABI Research, Q1 2012 Given the dominance of Samsung as an Android OEM, and Apple the only OEM for iOS, the smartphone market almost feels like a two platform and two company duopoly •Mobile handset maker Nokia announced on 14th Jun that it would slash 10,000 jobs, eliminating roughly 19% of its workforce by the end of 2013. In addition, it will close a factory and several research centers in Germany, Canada and Finland, and three senior executives will be stepping down. •Hopes are on their upcoming Windows Phone 8 in alliance with Microsoft, but it won’t be released till later this year. Nokia will lay off 10,000 jobs worldwide by the end of 2013 Source: ZDNet, 14th Jun 2012 16 TELA CURVA DA APPLE TELAS TÁCTEIS ADERENTES The precise look and feel of the hardware and software is still in the early design phase, but Google produced a concept design that looks like something out of a sci-fi movie. They're not quite what you'd see on RoboCop or Geordi LaForge, but they'll never be mistaken for normal eyeglasses either. The Google concept shows a video camera and a small piece of glass over the right eye, with no lens on the left. That half-and-half design was an intentional choice. "We think technology should work for you -- to be there when you need it and get out of your way when you don't," the company said on its Google+ page. The software design appears a lot cleaner than the hardware, with friendly icons and unobtrusive notifications. But Google's concept video portrays perhaps the loneliest vision of the future ever. A man starts his morning by putting his glasses on, then goes through most of his day talking to himself, without actually interacting with anyone face-to-face, save one friendly pat of a bulldog and a super-quick visit to a coffee truck with a buddy. Source: CNN Money Agradecimentos ao Dr Nakahara pelas informações do mercado internacional. Luiz Fernando Guerra: [email protected] Telefone: 011-3205-8305