Establishing High Technology Manufacturing -A Western Company s Education and Evolution in Vietnam

Transcription

1 Establishing High Technology Manufacturing -A Western Company s Education and Evolution in Vietnam Todd O. Curtis Fab Finder International Ltd. September 17, 2014

2 Fab Finder Group 2 Outline Intro Fab Finder Corporate History (Brief) Fab Finder History in Vietnam Efforts Establishing High Technology Manufacturing Growth Our Education and Evolution in Vietnam Future Ready for Opportunities in Vietnam

3 Fab Finder Group 3 Fab Finder History Brief 2005 Starts Used Semiconductor Equipment Business 2009 Buys 3 Fujitsu Semi Factories in Japan 2010 Expands into Solar Engineering Projects Buys 2 Solar Factories 2011 Establishes Vietnam Operations with Schmidt JSC Buys 100MW Solar Panel Factory 2013 Fab Finder Joint Ventures, E.P.C Semi-Solar Factory Projects

4 Fab Finder Group 4 Our Offices and Major Project Sites 170+ Global Customers (as of August, 2014) Solar Project Sites Fab-Finder Project Sites Semiconductor Large scale tool projects Office Locations: Headquarters in Roseville, CA. USA Planned office in HCMC Fab Sites Fabs equipped New Fabs built New Fab build projects

5 2014 New Semi and Solar Projects to Date 230MW Solar Panel Factory 390 Semi Tools 130nm Technology 436 Semi Tools 90nm Technology 406 Semi tools 80nm Technology CONFIDENTIAL Fab Finder Group 5

6 Our Company Profile Semi, Solar & LED Factory Designs & Layouts Over 100 years combined experience Equipment Process & Device Tech. Operations Consulting Business Plans CONFIDENTIAL Fab Finder Group 6

7 Fab Finder Management Team Paul Chang - Chairman and Founder A founder and VP of technology for Atmel Corporation ( ). He led the company s growth from $0 to $1.6 billion annual revenues and Worlds Largest Flash Memory Company. Todd O. Curtis - Partner and CTO 40 yrs. experience in III-V and Silicon CVD/ALD processing and integration, world-wide technical programs & R&D with IBM, Intel, TI, Motorola, SEMATECH, TSMC, ST, SMIC, NEC, Samsung, etc. Michel Ouaknine - Director of European Ops µprocessor Apps Mgr. for 12 years with Intel, Intersil, and Zilog. Authored 2 books on µp s and ~ 40 technical & scientific papers. Introduced multiple US Semicon companies into Europe. Karl Vaughn Schaaf - President, CEO and Founder 26 years in Sales and Management During his 14 years with Watkins- Johnson Semiconductor Equipment Group the sales growth increased from $3M to $400M. With career sales exceeding $800M. Peter J. Nowosad - Vice-President and Director of Operations 20+ yrs. experience in customer support management including Customer, Regional Office & Factory interface. Broad fab and equipment engineering background. Masaaki Hirakawa - Japan Country Manager 20+ years of experience in semiconductor equipment sales and management. His strong relationships with Japanese OEM s and device makers is leading the success for Fab Finder in Japan. Fab Finder Group 7

8 Fab Finder History in Vietnam 2011 Established Vietnam Operations Education Begins Immediately Monthly Consulting Services 2012 Evolution Starts First Semiconductor Contract On-Call Consulting Services Schmidt JSC in HCMC st Solar Project Contract Semi Consulting Continues Major Evolution of the Company 2014 Semi & Solar Project Operations Continue Adding HCMC Office Planned HCMC Office 2015 Fab Finder Group 8

9 Establishing High Technology Manufacturing Semi Project Support Consult on all Phases E.P.C. Solar Giga- Watt Project Internal & Export Scope Raw Material Silicon Glass Energy Military LED Wafer to Finished Products Energy Savings Fab Finder Group 9

10 Fab Finder Group 10 Our Services for High Tech Projects Feasibility Reports & Budgeting Operational Plans Engineering & Procurement Equipment & Technologies Total Solution E.P.C. Factory Design & Construction

11 Fab Finder Group 11 Semiconductor I.C. Project Services Business Ops and Training Device & Process Tech Install & Start-Up Fab Finder: a Professional International Engineering Company Consulting & Feasibility Studies Factory Design Factory Layout Equipment, Procurement & Re-Furb Factory Construction

12 Solar Project Services Complete Systems & Solutions Consulting & Feasibility Studies Supply Chains Business Operation Plans International Acceptance Environmental Impact Reports Fab Finder: a Professional International Engineering Company Engineering Procurement Construction Fab Finder Group 12

13 Fab Finder Group 13 Raw Material (Silicon) Project Services Quality Assurance Consulting & Feasibility Studies Wafering Ingot Growth: Mono Si Fab Finder: a Professional International Engineering Company Factory Design Production Step1 Ingot Growth: Poly Si Production Steps II & III

14 Fab Finder Group 14 LED III-V Project Services Testing, Packaging, Retail Products Feasibility & Operational Planning Fabricate Epitaxy Fab Finder: a Professional International Engineering Company Ingot Growth Sapphire (Al 2 O 3 ) P.S.S. Litho and Etching Wafering

15 Our Education and Evolution In Vietnam Started with 100+ years of experience, but ZERO years in Vietnam Education Needs Culture Business Practices Laws & Taxes Our target Our Teachers Business Advisor Legal and Tax Advisor SHTP-HSIA Clients Client Profit Products and Services Customers Fab Finder Group 15

16 To Our Teachers in Vietnam THANK YOU! Fab Finder Group 16 The People Schmidt JSC Ernst & Young SAIGON HI- TECH PARK Clients HCMC Semi Industry Association

17 Fab Finder Group 17 Our Education: Business Advisor and Partner Schmidt Vietnam JSC Origin High-Tech Opportunities Our Partner in Vietnam Culture Business Personal Clients Background Motivations

18 Fab Finder Group 18 Our Education: Legal and Tax Advisor Ernst & Young Vietnam Limited Codes Business Formation Options Law Corporate Advice Taxes Optional Methods

19 Fab Finder Group 19 Our Education: Infrastructure Background Saigon High-Tech Park Support Helping Newcomers Policy Rules & Regulations of Operation Service Park Provided Infrastructure

20 Fab Finder Group 20 Our Education: Fundamental Objectives HCMC Semiconductor Industry Association Advisor Project Direction Goals Technology Trade Vision Enabling Success

21 Fab Finder Group 21 Our Education: Country Objectives People s Committee of Ho Chi Minh City Support An Open Mind & Ear Budget Establishing Boundaries Goals High Quality High Value

22 Fab Finder Group 22 Our Education: Culture of Vietnamese People Work Ethics Determined Talented Team Work Partnership Sharing Can Do Confident Strong

23 Fab Finder Group 23 Our Education: Our High-Tech Clients Total Solution E.P.C. B.O.T. Needs Technology Budget Control Top Value Think BIG BE BIG

24 The Challenges for our Projects Project Needs-BIG! E.P.C. + B.O.T. Engineering Factory Design & Layout Device Designs Process Flows Operation Plans Build Complete Construction Permit Sign-offs Warranty Period Procurement Equipment Supply Chains Logistics Re-furbishment Raw Materials Construction Site Design Building Plans & Drawings Materials Work Crews Permitting Operate Facility Start-up Equipment Start-up Protocols Specifications Staffing Training Manufacturing Qualified Production Transfer After all the above are complete Fab Finder Group 24

25 Fab Finder Group 25 Our Evolution Group Business Units Pre-Vietnam 2005 Device 2005 Equipment

26 Fab Finder Group 26 Our Evolution Group Business Units-End Device 2005 Equipment 2011 Engineering Process

27 Fab Finder Group 27 Our Evolution Group Business Units-Mid Device 2005 Equipment Engineering Process E.P.C. B.O.T. Solar and Semiconductor Turn-Key Project Solutions

28 Fab Finder Group 28 Our Evolution-Mid 2013 Project Support Capabilities Need to Add Self- Sufficient But not add cost

29 Fab Finder Group 29 Our Evolution-Mid 2013 Project Support Expansion Expand Services with Multi- Discipline Capabilities Keep Core Costs and Fixed Expenses Low Created formal jointventure co-operations on an International Level

30 Fab Finder Group 30 Our Evolution Design and Construction Teams Our Selection Criteria Most Capable 30+ Years Experience in Semi Local Knowledge Highest Quality The Best of the Best International Resources

31 Fab Finder Group 31 Our Evolution Design and Construction Teams Collective International Sample Client Base

32 Fab Finder Group 32 Our Evolution Multiple International Logistics Teams Audit Startup Local Teams to Reduce Costs De- Install Re- Install Crate Ship

33 Fab Finder Group 33 Our Evolution-Mid 2013 Project Support Capabilities Need to Add Self- Sufficient No Added Fixed Costs

34 Our Evolution Used Equipment Re-furbishment Teams Axcelis, SEN Varian Nikon, Canon TEL,DNS Ion I. Litho Taiwan Hdqrs. Ash Axcelis NVLS CMP AMAT Ebara AMAT, NVLS TEL Metal Diff. TEL HKE KLA, Hitachi Rudolph Metro RTP AMAT Mattson DNS, TEL FSI, SEZ Agilent TSK Wets Test Thin Film PE Etch AMAT, NVLS TEL LAM, AMAT TEL Fab Finder Group 34

35 Fab Finder Group 35 Our Evolution Production Device Focus for Vietnam Use Device Families that grow quickly Commercial in demand local device needs are the focus $2 billion+ USD/year 20%+ C.A.G. A large manufacturing base in need of basic semi devices

36 Fab Finder Group 36 Our Evolution More Device Design Co-Operations Power Family MFET CMOS Commercial Hi Demand Products Analog SIMS SOC

37 Our Evolution More Device Design Co-Operations Power Family 1 Adaptors Desktop PC Server Power Welding machine LED Lighting Telecom Power Automotive Fab Finder Group 37

38 Our Evolution More Device Design Co-Operations CMOS Family 2,500um 2 per pixel UV IR Visible Industrial Identifications Touch Camera Wide Field Scanning 300usec per line Over 3,000mm Image Scans Fab Finder Group 38

39 Fab Finder Group 39 Our Evolution More Device Design Co-Operations SOC Family µ Processor Low Power GPS Multimedia Digital Processing Low Cost Computing Networking

40 Our Evolution More Device Design Co-Operations Analog Family a a a Linear Regulators Communications a Automation Battery Management AP Router Power Mobile Phones Modem I.P.CAM Fab Finder Group 40

41 Fab Finder Group 41 Our Evolution-Mid 2013 Project Support Capabilities Needed to Add Self- Sufficient

42 Fab Finder Group 42 Our Evolution-End 2013 Total Solutions at Lowest Fixed Cost On-Call Low Cost Self- Sufficient Lowest Fixed Costs More Device Design Re-furbishment Business & Operation Plans Technologies Logistics Engineering Design & Construction Procurement

43 Fab Finder Group 43 Our Evolution-End 2013 Managing E.P.C. Resources to Time-Line CMOS Family Analog Family Power Family SOC Family SIMS Family Engineering Feasibility Studies Factory Design & Layout Device Designs Process Flows Operation Plans

44 Fab Finder Group 44 Our Evolution-End 2013 Managing E.P.C. Resources to Time-Line All Modules Local Teams Single Contact Point Staged to Process Flows Audit De-install Export Shipment Import Procurement Equipment Purchase Logistics Refurbishment Startup Production

45 Fab Finder Group 45 Our Evolution-End 2013 Managing E.P.C. Resources to Time-Line Construction Teams Geologicals Structural Power Chemicals Waste Streams Network Automation Drafting Project Management Construction Operation Planning Site Designs Formal Design & Drawings Build Complete

46 Engineering Innovations to Enhance Project Efficiency and Reduce Costs Fab Finder Group L.E.E.D Cost Saving Concepts 2-Level Design (Not 3-Level) Construction Cost Savings Large Solar Array Reduce Energy Demand Double the Fab Revenue in the Same meters 3

47 Solving the Challenges for our Projects Innovation Education Evolution Created Total Solutions that Meet our Clients Needs and Budgets Fab Finder Group 47

48 Fab Finder Group 48 Ready for Future Opportunities in Vietnam Semiconductor FF 100+ years experience Low cost EPC and BOT Solutions Solar Operations and Technologies Domestic and Export Solutions Raw Materials Business and Technologies Silicon, Glass, Energy, Military L.E.D. Supply Chains to Consumer Goods Made in Vietnam Focus

49 THANK YOU for Your Support! Fab Finder Group 49