Transformation of Semiconductor R&D

woundcallousSemiconductor

Nov 1, 2013 (3 years and 9 months ago)

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US
-
Japan Technology Management Seminar,Stanford University (Nov.18,1999)

K.Shimohigashi,Hitachi Ltd.

Transformation of Semiconductor R&D

Dr. Katsuhiro Shimohigashi

General Manager

Semiconductor Technology Development Division

Semiconductor & Integrated Circuits

Hitachi,Ltd.

US
-
Japan Technology Management Seminar,Stanford University (Nov.18,1999)

K.Shimohigashi,Hitachi Ltd.





OUTLINE

1. Semiconductor Industry

History ⰠTechnology ,


and Market


2. Industry Vicissitude

Histor楣a氠Perspective of


Semiconductor Industry


3. Transformation of Semiconductor Industry


4. Transformation of Semiconductor R&D


5. A Measure of R&D Effectiveness


6. R&D History at Hitachi CRL

US
-
Japan Technology Management Seminar,Stanford University (Nov.18,1999)

K.Shimohigashi,Hitachi Ltd.





OUTLINE

1. Semiconductor Industry

History ⰠTechnology ,


and Market


2. Industry Vicissitude

Histor楣a氠Perspective of


Semiconductor Industry


3. Transformation of Semiconductor Industry


4. Transformation of Semiconductor R&D


5. A Measure of R&D Effectiveness


6. R&D History at Hitachi CRL

US
-
Japan Technology Management Seminar,Stanford University (Nov.18,1999)

K.Shimohigashi,Hitachi Ltd.







1950



ULSI
S

VLSI
S

LSI
S

IC
S

Market Size

Ge discretes

Si discretes

Transistor radios

Transistor TVs

Consumer

Calculators

Personal PCs

Notebook PCs

Computer

Communication

Cordless Phones

PDAs

CCC Market

Convergence

1960

1970

1980

1990

2000

The History

US
-
Japan Technology Management Seminar,Stanford University (Nov.18,1999)

K.Shimohigashi,Hitachi Ltd.





1970

1980

1990

2000

10

100

'90

50

B$

'79

10

B$

'98

126

B$

'94

100

B$

2000

162

B$

CAGR

B$/Year

Car
-

Navigation

Cordless

Phone

Notebook

PC

PC

Calculator

TV

18%

14%

12%

'99

141

B$

PDA

'70



'80

'80



'90

'90



'00

The Market

US
-
Japan Technology Management Seminar,Stanford University (Nov.18,1999)

K.Shimohigashi,Hitachi Ltd.





Letter(A4) 1page

1K

1M

1970

1980

1990

1K

4K

16K

64K

256K

1M

4M

16M

64M

Density

(Bit)

Newspaper 4pages

Dictionary

2000

1G

256M

1G

10

1.0

0.1

Geometry

(µ m)

Geometry

Density

CD

(70Min. HiFi

recording)

The Technology

US
-
Japan Technology Management Seminar,Stanford University (Nov.18,1999)

K.Shimohigashi,Hitachi Ltd.





OUTLINE

1. Semiconductor Industry

History ⰠTechnology ,


and Market


2. Industry Vicissitude

Histor楣a氠Perspective of


Semiconductor Industry


3. Transformation of Semiconductor Industry


4. Transformation of Semiconductor R&D


5. A Measure of R&D Effectiveness


6. R&D History at Hitachi CRL

US
-
Japan Technology Management Seminar,Stanford University (Nov.18,1999)

K.Shimohigashi,Hitachi Ltd.



Semiconductor Market Compared

to Steel Production

STEEL PRODUCTION (Mt/Year)


60


















U.S.

JAPAN

CHINA

KOREA

SEMICONDUCTOR

US
-
Japan Technology Management Seminar,Stanford University (Nov.18,1999)

K.Shimohigashi,Hitachi Ltd.





OUTLINE

1. Semiconductor Industry

History ⰠTechnology ,


and Market


2. Industry Vicissitude

Histor楣a氠Perspective of


Semiconductor Industry


3. Transformation of Semiconductor Industry


4. Transformation of Semiconductor R&D


5. A Measure of R&D Effectiveness


6. R&D History at Hitachi CRL

US
-
Japan Technology Management Seminar,Stanford University (Nov.18,1999)

K.Shimohigashi,Hitachi Ltd.





Semiconductor Industry Trend

‘70

‘80

‘90

‘00

10B$

40B$

150B$

Infra
-
Structure

Market

Application

ASP($)

Business Style

R&D

Develop

Scarce

Mainframe

10
6

10
5

IDM

CRL

(Equipment)

Grow

Develop

PC

10
4

10
3

IDM

CRL

Mega Competition

Grow

Mega Competition

Oligopoly

10
4

10
3

Communication

Digital Consumer

IDM,Fabless,Foundry



To be discussed today!

Government
-
University
-
Industry

Partnership

US
-
Japan Technology Management Seminar,Stanford University (Nov.18,1999)

K.Shimohigashi,Hitachi Ltd.





Market Trend

Market Characteristics

1. Disappearance of Performance


Oriented Segments


(Mainframe Computer,…)



2. Downsizing


(PC,HPA,…)



3. Multimedia Processing


(Image,Voice)



Density → Price per Bit





System
-
On
-
Chip

Low Energy Architecture



CPU → DSP

High Bandwidth

(SDRAM,R
-
DRAM)

Effects on R&D

US
-
Japan Technology Management Seminar,Stanford University (Nov.18,1999)

K.Shimohigashi,Hitachi Ltd.





Business Trend

Business Characteristics

1. Huge Investment



2. Decrease of ROI



3. Silicon Cycle




4. New Market Entry


by Specialization

Manufacturing System

becomes Focus of study


Alliance,Consortium



Product Portfolio

→Segment Specialization


(System Solution)


Synergistic Technology

as a new leverage

Effects on R&D

US
-
Japan Technology Management Seminar,Stanford University (Nov.18,1999)

K.Shimohigashi,Hitachi Ltd.





Technology
-
Process and Device

Technology R&D Direction

1. Commoditization of Process Technology



Precompetitive Domain




Technology for Differenciation



Con獯rtium




New Materials



偨慳a
-
卨i晴f佐O

2. Uncertainty of Post


Optical Lithography

Large Diameter Wafer

Processing

Semiconductor
-
Society
-
wide

Cooperation for NGL

3. Low Cost Manufacturing

US
-
Japan Technology Management Seminar,Stanford University (Nov.18,1999)

K.Shimohigashi,Hitachi Ltd.





Technology
-
Continued

4. Technology Maturity


Acceleration of Miniaturization


Mul瑩
-
Value 却Srage and Logic


Module Level In瑥gra瑩on

5. Nanometer Processing


(Oxide Thickness

㍮洬Now!)

Optoelectronics

Atomic Layer Manipulation

Selective Growth

(Etching
-

free Process)

6. War with Invisible Defects

Contributing factors for 4

times DRAM density increase in the ‘80s.



Miniaturization



Memory Cell Improvement



Circuit Improvement



Chip Size Increase

×


2.2

×


1.2

×


1.1

×


1.4

7. Wiring Material Limit (Cu)

Molecular / Atomic Level Physics

and Analysis

US
-
Japan Technology Management Seminar,Stanford University (Nov.18,1999)

K.Shimohigashi,Hitachi Ltd.





OUTLINE

1. Semiconductor Industry

History ⰠTechnology ,


and Market


2. Industry Vicissitude

Histor楣a氠Perspective of


Semiconductor Industry


3. Transformation of Semiconductor Industry


4. Transformation of Semiconductor R&D


5. A Measure of R&D Effectiveness


6. R&D History at Hitachi CRL

US
-
Japan Technology Management Seminar,Stanford University (Nov.18,1999)

K.Shimohigashi,Hitachi Ltd.





R&D
-
Past,Present,and Future

Past:

Research(R), Development(D), and

Production(P) were thought to be

different, and separately conducted.


Research Centers has been broken

apart, and the distinction between D

and P has been vanishing.


How should we organize these three

functions?

Future:

Present:

US
-
Japan Technology Management Seminar,Stanford University (Nov.18,1999)

K.Shimohigashi,Hitachi Ltd.





Transformation of R&D,

and Production Relationship

PAST

PRESENT

R

D

P

1

3

2

R
?

D

P

R
: Research,
D
: Development,
P
: Production

Merging

US
-
Japan Technology Management Seminar,Stanford University (Nov.18,1999)

K.Shimohigashi,Hitachi Ltd.





Technology Transfer Methodology

In Hitachi

Material

Unit Process

Early Integration

Integration

Productization

Material

New Unit Process


Integration & Productization

Cross Functional Team

Issues



Weakened Long
-
Range Research



Development Cost Reduction



Methodology for Managing

Large Cross Functional Team

R

R

D

D

P

P

OLD

NEW

US
-
Japan Technology Management Seminar,Stanford University (Nov.18,1999)

K.Shimohigashi,Hitachi Ltd.





Diversification of R&D
(Internal & External)


Long Range

Standardization

Alliance

Core Competence

Universities

Government

SEMATECH/

SELETE

JEDEC/Defacto

Joint
Development

External

Internal

Pre

Compe瑩瑩ve

R&D

Infrastructure

Competitive

US
-
Japan Technology Management Seminar,Stanford University (Nov.18,1999)

K.Shimohigashi,Hitachi Ltd.





OUTLINE

1. Semiconductor Industry

History ⰠTechnology ,


and Market


2. Industry Vicissitude

Histor楣a氠Perspective of


Semiconductor Industry


3. Transformation of Semiconductor Industry


4. Transformation of Semiconductor R&D


5. A Measure of R&D Effectiveness


6. R&D History at Hitachi CRL

US
-
Japan Technology Management Seminar,Stanford University (Nov.18,1999)

K.Shimohigashi,Hitachi Ltd.





20's

30's

40's

My Patent Productivity

0

20

40

YEAR

TOTAL
: 286

72

78

84

90

96

75

81

87

93

NUMBER OF PATENTS

US
-
Japan Technology Management Seminar,Stanford University (Nov.18,1999)

K.Shimohigashi,Hitachi Ltd.





Think About!

WHAT

was

Hit Ratio?

US
-
Japan Technology Management Seminar,Stanford University (Nov.18,1999)

K.Shimohigashi,Hitachi Ltd.





The Answer was

7% !

US
-
Japan Technology Management Seminar,Stanford University (Nov.18,1999)

K.Shimohigashi,Hitachi Ltd.





The President Special Patent Award : 3


The President Patent Award : 7


The Strategic Patent Award
-
Gold : 5


The Strategic Patent Award
-
Silver

: 4


The Strategic Patent Award
-
Copper : 1

Number of Patents Contributed

to Business

Total Useful Patents : 20

US
-
Japan Technology Management Seminar,Stanford University (Nov.18,1999)

K.Shimohigashi,Hitachi Ltd.





Discussion


Session!

What

is

Your

Impression?

US
-
Japan Technology Management Seminar,Stanford University (Nov.18,1999)

K.Shimohigashi,Hitachi Ltd.





OUTLINE

1. Semiconductor Industry

History ⰠTechnology ,


and Market


2. Industry Vicissitude

Histor楣a氠Perspective of


Semiconductor Industry


3. Transformation of Semiconductor Industry


4. Transformation of Semiconductor R&D


5. A Measure of R&D Effectiveness


6. R&D History at Hitachi CRL

US
-
Japan Technology Management Seminar,Stanford University (Nov.18,1999)

K.Shimohigashi,Hitachi Ltd.





Consolidated

(HITACHI Group)

31%

9%

24%

14%

22%

55%

10%

20%

8%

7%

Non
-
Consolidated

(HITACHI, Ltd)

Services

Information &

Electronics

Materials

Power & Industrial

Systems

Consumer

Products

Consumer


Products

Power Systems


Information &

Electronics

Industrial
Systems

Transportation

Systems

Financial Year ending 31 March 1999, USD1=JPY121

1998 Sales Breakdown

\
7,977 billion

(US$65.9 billion)

\
3,781 billion

(US$31.2 billion)

US
-
Japan Technology Management Seminar,Stanford University (Nov.18,1999)

K.Shimohigashi,Hitachi Ltd.







Research & Development Group

Board of Directors

Chairman

President



Power & Industrial Systems



Industrial Components & Equipment



Elevators & Escalators



Information & Telecomm. Systems



Digital Media



Consumer Products



Displays



Semiconductor & ICs



Automotive Products



Instruments



Intellectual Property Group



Corporate

Staff



Business Staff



Business Development Division



Corporate Export


Regulation Divn.

Organization of Hitachi,Ltd.
(as of April 1999)

Business Groups

US
-
Japan Technology Management Seminar,Stanford University (Nov.18,1999)

K.Shimohigashi,Hitachi Ltd.







Establishment: April 1942



Mission:

Creating new technologies for the coming

10 to 20 years, as well as pursuing

development work for today’s business.

HCRL in 1942

ODAIRA Namihei

Founder

of Hitachi, Ltd.

BABA Kumeo

First General

Manager

Foundation

US
-
Japan Technology Management Seminar,Stanford University (Nov.18,1999)

K.Shimohigashi,Hitachi Ltd.





Period

Feature/Focus

Topics

Construction

during WWII

Learning

Expansion

Quantity to

Quality

‘42

Establishment of HCRL

Start of reactor research

Start of transistor research prototype

Presentation of the electron microscope


(grand prize) and analog computer (gold


award) at the International Exhibition in


Brussels

‘54

‘56

‘58

‘66


‘69

Development of Japan’s first mainframe


computer, HITAC 5020

Development of world’s largest


superconducting magnet

Development of the world’s first solid
-
state


image
-
pickup device

Development of the 64 kbit DRAM

‘78


‘80

HCRL History

I

1940‘s

II

1950‘s

III

1960‘s

IV

1970‘s

US
-
Japan Technology Management Seminar,Stanford University (Nov.18,1999)

K.Shimohigashi,Hitachi Ltd.





Creating

original
concepts

& enhancing

core
technologies

‘82


‘83




‘86

Development of electron holography technology

Development of the supercomputer

Development of laser diodes in


optical communication

Proposal of high resolution TV systems


(IDTV, EDTV)

Development of the superconducting transistor

Becoming a

leader in

technology for
new business

‘91

‘92


‘93


‘95


‘98

Development of the 2Gb/in
2

magnetic disk

Development of the Single
-
Chip RISC


Processor (SH Microprocessor)

Development of high
-
speed DNA analysis


& functional MRI technologies

Development of the 1 Gbit DRAM &


Video Authoring System

Operation of 128Mb Single
-
Electron Memory


at Room Temperature


HCRL History

Period

Feature/Focus

Topics

V

1980‘s

VI

1990‘s