The German Electronics Industry



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Chris Schmidt - istockphoto The German Electronics Industry Japanese Delegation Visit to SEMICON Europa October 13, 2011 Oliver Seiler Director Mechanical & Electronic Technologies Germany Trade & Invest

Agenda I. About Germany Trade & Invest II. The German Electronics Industry III. Organic & Printed Electronics in Germany IV. Germany as a Business Location 14.10.2011 www.gtai.com 2

About Germany Trade & Invest Who we are Germany Trade & Invest is the foreign trade and inward investment promotion agency of the Federal Republic of Germany. is promoted by the German Federal Ministry of Economics and Technology. provides comprehensive foreign market information for export-oriented companies based in Germany. supports foreign companies to establish successful business operations in Germany. offers investment consultancy and project management services free-ofcharge. works in close partnership with the 120 German Chambers of Commerce Abroad (AHKs) in 80 countries across the globe. 322.06.2011 www.gtai.com

About Germany Trade & Invest Germany Trade & Invest helps you to successfully establish your business in Germany Strategy Evaluation Decision & Investment Project Management Assistance Business opportunity analysis and market research Market entry strategy support Project partner identification and contact Joint project management with regional development agency Coordination and support of negotiations with local authorities Location Consulting/Site Evaluation Identification of projectspecific location factors Cost factor analysis Site preselection Site visit organization Final site decision support Support Services Identification of relevant tax and legal issues Project-related financing and incentives consultancy Organization of meetings with legal advisors and financial partners Administrative affairs support Accompanying incentives application and establishment formalities 422.06.2011 www.gtai.com

About Germany Trade & Invest Two Headquarters in Germany - 46 Locations Worldwide Chicago New York San Francisco Toronto Washington Buenos Aires Caracas Mexico City Santiago de Chile Sao Paulo Berlin Bonn Athens Brussels London Madrid Milan Paris Stockholm Tel Aviv Johannesburg Cairo Nairobi Tunis Dubai Istanbul Belgrade Budapest Bucharest Kiev Moscow Prague Riga Warsaw Zagreb Bangkok Beijing Hanoi Hong Kong Jakarta Kuala Lumpur Mumbai New Delhi Seoul Shanghai Taipeh Tokyo Sydney 22.06.2011 www.gtai.com 5

Agenda I. About Germany Trade & Invest II. The German Electronics Industry III. Organic & Printed Electronics in Germany IV. Germany as a Business Location 14.10.2011 www.gtai.com 6

The German Electronics Industry The Germany Electronics Industry has been experiencing a remarkable rebound 815,000 employees in Germany plus 670,000 employees abroad Third largest industry segment in Germany by revenue, second largest by employment Export volume of 150 billion EUR in 2010 12 billion EUR spent on R&D in 2010 40% of turnover generated with products less than three years old Turnover of the German Electronics Industry (in billion EUR) 200 183 179 182 180 180 165 165 161 160 145 140 120 100 80 60 40 20 0 2004 2005 2006 2007 2008 2009 2010 2011* Source: ZVEI, * based on projections 14.10.2011 www.gtai.com 7

The German Electronics Industry The semiconductor industry rebounded to pre-crisis levels in less than a year and keeps growing Electronic components market Germany 2008 2011 (in billion EUR) 20 18 15.67 11.93 16.75 18.07 16 Semiconductors 14 12 10 8 9.27 6.99 10.32 11.18 Passive components Electromechanical components Printed circuit boards Film circuits 6 4 2 0 2008 2009 2010 2011 Source: ZVEI 2011 14.10.2011 www.gtai.com 8

The German Electronics Industry Germany shows the 2nd highest per capita microelectronics consumption in the world (after Japan) Germany dominates the European market in per capita microelectronics consumption and occupies a position ahead of the USA and China. Per capita spending is expected to further increase by 2015 thanks to a strong automotive electronics industry and growing industrial electronics segment. Per capita microelectronics consumption in selected regions (in USD) 300 250 200 150 2005 2010 2015* 100 50 0 USA Western Europe Germany China Source: ZVEI, * based on projections 14.10.2011 www.gtai.com 9

The German Electronics Industry The semiconductor industry cluster Silicon Saxony is Germany s most important center of competency Biggest microelectronics cluster in Europe, Nr. 5 worldwide 280 companies, research institutes, universities 35,000 employees and 4 billion EUR turnover Encompasses the entire value chain Innovations in organic electronics, RFID and nanotechnology Source: Silicon Saxony 2011 14.10.2011 www.gtai.com 10

Agenda I. About Germany Trade & Invest II. The German Electronics Industry III. Organic & Printed Electronics in Germany IV. Germany as a Business Location 14.10.2011 www.gtai.com 11

Organic & Printed Electronics in Germany Organic & Printed Electronics is set for extraordinary growth Recent Investment in OLED Technology in Germany: Merck: Opening of OLED Material Research Center in Darmstadt (2010) OSRAM: 50 million EUR investment in OLED pilot production in Regensburg (2010) Global market for organic and printed electronics (in billion USD) 50 44,23 45 40 35 Philips: 40 million EUR expansion of OLED manufacturing capacity in Aachen (2011) EU Project OLED100.eu : 10 German companies involved in 12.5 million EUR project Innovation Alliance OLED 2015 (German government and private sector): 100 million EUR public funding 30 25 20 15 10 5 0 27,3 16,46 8,46 2,2 3,62 2011 2013 2015 2017 2019 2021 Sources: oe-a, IDTechEx 14.10.2011 www.gtai.com 12

Organic & Printed Electronics in Germany Europe is the most important region for printed electronics Germany leads the way within Europe Organisations active in printed electronics by world region Organisations active in printed electronics by country in Europe East Asia 825 Other countries 150 Europe 1050 Other Portugal 5% 2% Austria Israel 2% 3% Switzerland 3% Finland 4% Sweden 4% Germany 29% Belgium 4% Italy 4% Netherlands 6% North America 975 France 12% UK 22% Source: IDTechEx 14.10.2011 www.gtai.com 13

Organic & Printed Electronics in Germany Germany benefits from close cooperations between numerous organic and printed electronics players across the value chain R&D Institutes Material Supliers Equipment Manufacturers Device Manufacturers Applications Cluster Competencies Organic Electronics Saxony Forum Organic Electronics 14 www.gtai.com 14

Agenda I. About Germany Trade & Invest II. The German Electronics Industry III. Organic & Printed Electronics in Germany IV. Germany as a Business Location 14.10.2011 www.gtai.com 15

Business Location Germany Hightech Exports Germany s hightech exports rank first in Europe Hightech Exports (2009, in billion EUR) China 250 Germany USA 102 101 Japan 71 France 60 Netherlands UK 42 41 Hungary Czech Republic Spain Poland Slovak Republic 13 11 8 5 2 0,0 50,0 100,0 150,0 200,0 250,0 300,0 Source: World Bank 2010 Note: Data for Spain, Poland and Slovak Republic refers to 2008 14.10.2011 www.gtai.com 16

Business Location Germany Knowledge Transfer International executives recognize the German R&D environment and its highly developed knowledge transfer capabilities Knowledge transfer between companies and universities (2011, executive opinion survey) USA 7,88 Germany 7,02 Netherlands Japan UK 6,24 6,19 6,41 Hungary Spain France China Czech Republic Poland 4,55 4,55 4,42 4,26 4,05 4,04 from 0 Knowledge transfer is lacking to 10 Knowledge transfer is highly developed Slovak Republic 2,79 0,00 1,00 2,00 3,00 4,00 5,00 6,00 7,00 8,00 9,00 Source: IMD World Competitiveness Report 2011 12.08.2011 www.gtai.com 17

Business Location Germany - Workforce Thanks to Germany s education system, the workforce is very well trained Dual Education System 1 A combination of on and off-the-job training reduces hiring and training costs, thus minimizing recruitment risks. Workforce in Germany by Level of Professional Education (2009, in % of total workforce) Vocational schools closely cooperate with ca. 500,000 companies in Germany. The focus is determined by specific industry needs. Unskilled 19% Skilled craftsmen (apprentices from dual education) 55% Higher Education Germany has 105 universities, 102 colleges and 211 universities of applied sciences (UAS). Over 52,000 engineers and 58,000 mathematicians and natural scientists graduated in 2009. University Graduates 18% Graduates from vocational colleges and technicians (master craftsmen) 8% Note: 1 Dual education system in Germany is a combination of threeyear on-the-job training combined with classroom instruction Sources: Federal Statistical Office 2010 Federal Institute for Vocational Education and Training 2010 14.10.2011 www.gtai.com 18

Business Location Germany - Workforce Employees in Germany are highly motivated Worker Motivation in Companies (2011, 10 = highest motivation) Denmark 8,09 Germany Netherlands Japan 6,88 7,24 7,14 USA 6,47 Czech Republic China UK 5,70 6,05 5,96 Hungary Poland Spain Slovak Republic 5,24 5,00 4,95 4,82 France 4,42 0,00 1,00 2,00 3,00 4,00 5,00 6,00 7,00 8,00 Note: IMD WCY Executive Opinion Survey based on an index from 0 to 10, Source: IMD World Competitiveness Yearbook 2011 14.10.2011 www.gtai.com 19

Business Location Germany Labor Costs Germany has the most stable labor costs in Europe Growth of Labor Costs in Total Economy (2001-2010, yearly average growth in %) Germany 1,6 France 2,1 Netherlands 3,4 Spain 3,6 UK 4,1 Poland 6,3 Czech Republic 6,8 Slovak Republic 7,7 Hungary 8,3 0 1 2 3 4 5 6 7 8 9 Source: Eurostat 2011 Note: No data available for USA and Japan; Earliest available data for Spain refers to 2007, earliest available data for France refers to 2009 14.10.2011 www.gtai.com 20

Business Location Germany - Incentives Germany offers a wide range of incentive programs which can reduce capital expenditure and operating costs Incentives Available to Investment Projects in Germany Incentives Investment Incentives Package + Operational Incentives Package Cash Incentives Interest-Reduced Loans Public Guarantees Labor-Related Incentives R&D Incentives Investment Grant KfW Loans (National Level) State Recruitment Grants Investment Allowance 1 State Development Bank Loans Combined State/ Federal Training Support Loans Wage Subsidies Silent / Direct Partnership 1 only available in Eastern Germany 14.10.2011 www.gtai.com 21

Thank you for your attention! Mechanical and Electronic Technologies Division - Worldwide Contacts Europe Berlin - Headquarters Mr. Oliver Seiler Director Mechanical & Electronic Technologies T. +49 30 200 099 400 oliver.seiler@gtai.com Mr. Jonathan Schoo Manager Electronics & Microtechnology T. +49 30 200 099 430 jonathan.schoo@gtai.com Mr. Marko Kolbe Senior Manager Machinery & Equipment T. +49 30 200 099 405 marko.kolbe@gtai.com Mr. Robert Krauss Senior Manager Transportation Technologies T. +49 30 200 099 401 robert.krauss@gtai.com Dr. Rainer Mueller Senior Manager Nanotechnology T. +49 30 200 099 410 rainer.mueller@gtai.com Mr. Max Milbredt Manager Electronics & Microtechnology T. +49 30 200 099 408 max.milbredt@gtai.com Mr. Jérôme Hull Manager Machinery & Equipment T. +49 30 200 099 602 jerome.hull@gtai.com Mr. Sebastian Wittke Senior Manager Transportation Technologies T. +49 30 200 099 405 sebastian.wittke@gtai.com North America Chicago Office New York Office San Francisco Office Washington, D.C. Office Mr. Emilio Brahmst Senior Manager Chicago, USA T. +1 312 377 6130 F. +1 312 377 6134 emilio.brahmst@gtai.com Mr. Claus Habermeier Director New York, USA T: +1 212 584 9715 F: +1 212 262 6449 claus.habermeier@gtai.com Ms. Angelika Geiger Director San Francisco, USA T: +1 415 248 1246 F: +1 415 627 9169 angelika.geiger@gtai.com Dr. Marcus C. Schmidt Director Washington DC, USA T. +1 202 347 7470 F. +1 202 347 7473 marcus.schmidt@gtai.com Asia-Pacific Beijing Office Tokyo Office Mumbai Office Korea Mr. Markus Hempel China Representative Beijing, China T. +86 10 6539 6725 F. +86 10 6590 6167 markus.hempel@gtai.com Mr. Iwami Asakawa Japan Representative Tokyo, Japan T. +81 3 5275 2072 F. +81 3 5275 2012 iwami.asakawa@gtai.com Ms. Asha-Maria Sharma India Representative Mumbai, India T. +91 22 66652 180 F. +91 22 66652 179 Asha-maria.sharma@gtai.com Mr. Brian H. Yoo Senior Advisor Korean Business Community Frankfurt, Germany T. +49 173 5764 843 F. +49 69 9585 962286 brian.yoo@gtai.com 2011 Germany Trade & Invest All information provided by Germany Trade & Invest has been put together with the utmost care. However, we assume no liability for the accuracy of the information provided. 22.06.2011 www.gtai.com 22