Capgemini-半导体在向绿色世界过渡中的关键作用

invent

THECRUCIALROLE

OFSEMICONDUCTORS

INTHETRANSITIONTOWARDS

A

GREENER

WORLD

INTROD

2Crucialroleofsemi-conductorsinthetransitiontowardsagreenerworld

UCTION

Withtheboominhumanandmachine-generateddata,ITcapabilities,AIandconnectivity,theglobal

semiconductormarketislikelytodoubleby2030,increasingfromfrom550billioneurostoover

1trillioneuros.1.

However,thisrapidgrowthiscreatingenvironmentalissues:evermoreintensiveuseofrawmaterialsandchemicalproducts,significantemissionsofprocessgases,etc.

Assustainablestrategiesplayacentralrole

inmeetingconsumer,investorandregulator

expectations,itisessentialforsemiconductorplayerstoaddresstheseissuesbyintegratingenvironmentalconsiderationsrightfromthedesignphaseof

semiconductorcomponents.

1.”SemiconductorMarketSize,Share,Trends|IndustryForecast[2021-2028]”FortuneBusinessInsights,2021

3

ELECTRICITY

CONSUMPTION:

Thekeyenergyissuefor

manufacturers

Thevastmajority(nearly80%)ofgreenhousegas

emissionsassociatedwiththesemiconductorsectorisduetothedirectuseofenergy(scopes1&2)2.

Electricityisthemainsourceofenergyusedtooperatethefittingsandhundredsoftoolsinvolvedinthechip

manufacturingprocess.Accordingtodatafromthe

InternationalEnergyAgency,thesemiconductorindustrywillconsumearound2.5%oftheworld’selectricityproductionin2020.Andtomeetthesector’sgrowthprospects,upto3.5timesmoreelectricityisexpectedtobeconsumedby2030.

Electricityconsumptionisthereforeacriticalissueformanufacturers,thushighlightingtheneedtoimplementstrategiesforenergyoptimizationandsourcingfromrenewablesourcesasashort-termpriority.

Optimizingtheenergyconsumptionofcompaniesin

thesectorstartswiththeenergyusedbytools,firstlyby

improvingthem(advancedetchingtechniques,increased

lithographyspeed,etc.)orreplacingthemwithenergy-savingalternatives.

Atthesametime,manufacturerscanusedata,IoTandAI

powertoimplementintelligentcontrolsystemsforcouplingandregulatinginstallationsandtools.

Forexample,analyzingproductiondatausingAIandmachinelearningcouldreducemachinedowntimebyhalfandimprovemanufacturingefficiencyby5-20%.

Thisoptimizationcouldalsohelptosaveenergyandreducethecarbonfootprintofthemanufacturingindustry3.

Withtheaimofreducingtheenergyconsumptionassociatedwithfittingsinthesemiconductorsector,thereareways

oftransitioningtowardsenergy-efficientbuildings,not

onlybyreducingenergylossesandrecoveringtheheat

produced,butalsobyoptimizingtheenergyconsumptionofcleanrooms(reducingairpressure,increasinghumidity,eliminatingleaks)andmakingbetteruseofventilationandlighting(usingLEDs,forexample).

Theotheraspectofmanufacturers’electricitystrategyis

relatedtotheirsupply.

Fortheirnetworksupply,manufacturerscanencouragethepurchaseofenergyfromrenewablesourcesfrompublic

utilities,

privatesuppliers,oreventhroughpowerpurchase

agreements(PPAs).Atthesametime,theuseofautonomousenergysourcestopowertheiroperations(photovoltaic,fuel

cells

batteryenergystoragesystems)willspeedupthetransitiontoacleanerenergysupply.

2.”Sustainabilitychallengesinthesemiconductorindustry”,TechXplore,2020

3.”HowAIandMachineLearningAreRevolutionizingTheManufacturingIndustry”,Forbes

4Crucialroleofsemi-conductorsinthetransitiontowardsagreenerworld

5

WATER,GASESAND

SEMICONDUCTOR

MATERIALS:

Sustainabilityissue

Inadditiontoelectricity,water,oftenusedinultrapureform,

isthesecondkeyrawmaterialinthechipmanufacturing

process.

Eliminatingalltheimpuritiesthatcanaffectchip

performance(suchasmetalions,suspendedparticlesor

variousbacteria)isaveryenergy-intensiveprocess,notonly

becauseofthequantitiesofrawwaterrequiredbutalso

becauseofnumeroushardwareutilized(pumps,filters,etc.)

Tokeeppacewithindustrygrowthforecasts,theassociated

needforwatercouldincreaseby2.3timesby20304.

Thedevelopmentofwaterrecyclinginitiatives,

combinedwiththeuseofmoreenvironmentally-

friendlychemicals,willreducethepressureon

ultrapurewater.

Althoughessentialformanufacturingintegratedcircuits,

theuseofprocessgaseshashighlyharmfulconsequences

ontheenvironment,particularlyintermsofgreenhousegas

emissionsandvariousformsofpollution.

Manufacturerscanadjustvariousparametersofthe

productionprocess(temperature,chamberpressure),

integratealternativegasesorlow-emissionprocesses,define

gasreductionsystemsorrecyclethem,bycapturingunused

processgasesusingmembraneseparationorcryogenic

recovery.

Finally,theadoptionofbettertraceabilityandamore

sustainablesupplyofthemetalsusedinsemiconductors,

includingsiliconandgermanium,arekeyareasof

developmentformanufacturers.

Keyactionsthatcanbeimplementedincludemore

environmentally-friendlyandhuman-rights-friendlymining,

eliminatingtheuseofconflictminerals,andthedevelopment

ofsustainablealternativestoraremetalssuchascobaltand

lithium.

4”WaterdemandforSemiconductorManufacturing”,SemiconductorIndustryAssociation(SIA),

2018/”SemiconductorSupplyChainSeeksSustainableSolutions”,EBNOnline,2020

THENEED

FORBETTER

COLLABORATION

BETWEENINDUSTRYPLAYERS,INCLUDINGBOTHSUPPLIERS

ANDCUSTOMERS

Inadditiontothe

environmentalandhumanimpactsassociatedwith

energyuse,semiconductormanufacturerscanhelp

reducetheirscope3

upstream(rawmaterial

suppliers,transport)anddownstream(distribution,useandend-of-lifeoftheirproducts).

Attheupstreamlevel,companiesmustbeabletoidentifythegreenhousegasemissionsassociatedwiththeirrawmaterialsandtheirsuppliers’activities.

Thistraceabilitychallengerequires,firstandforemost,greatertransparencythroughoutthesupplychain,by

implementingtraceabilitytoolsandassessingthesustainableperformanceoftheirsuppliers.

Also,closecollaborationbetweenpartners,byencouraging,supportingandevendevelopingthetransitiontosustainable

practicesintermsofenergy,wastemanagementand

transport,willhelptoconsiderablyreducegreenhousegasemissionsaswellascosts.

Asfarasthedownstreampartoftheprocessisconcerned,

thereisamajorchallengeinraisingcustomerawareness,byencouragingsensibleuseofchip-enableddevices,aswellasthereuseandrecyclingoftheirproductsattheendoftheirlife.Inparticular,takingintoaccounttheenergyperformanceofchipsduringthedesignphaseisanimportantfactor,whichmanufacturerscanmanagemoreeffectively.Anothercentralareaofscope3downstreamconcernselectronicwaste

managementandassociatedemissions,whichrequirethe

implementationofcirculareconomyprograms.

Thereuseandrecyclingofmaterials,particularlysilicon,

wastereductionthroughmoreefficientproduction

processes,aswellasdesigningmoresustainableproducts,basedonrecycledmaterialsorensuringbetterenergy

efficiency,arejustsomeoftheareastobeanalyzedby

semiconductormanufacturers.

Toachievethis,itisessentialthatallstakeholders

inthevaluechainworktogethertoincrease

manufacturers’effectiveness.Tokick-startthis

dynamic,alifecycleanalysisoftheproductsand

servicesassociatedwithsemiconductorsiskeyto

developinganaccuratevisionoftheirimpactand

optimizingthem.

PLM-typetoolscanbeparticularlyeffectiveinprovidingthenecessaryvisibilitythroughoutthevaluechain.

Onthisbasis,manufacturerscanworktowardsdefining

measurementandtransparencystandardswithregulatorsorbuildalow-carbonroadmapsharedbyallindustryplayers.

6Crucialroleofsemi-conductorsinthetransitiontowardsagreenerworld

7

FIRSTPROMISING

INITIATIVES

TOWARDSTHE

ECOLOGICAL

TRANSITIONOFTHE

SEMICONDUCTOR

MARKET

Inrecentyears,the

industry’scommitmentto

sustainablepracticeshas

multiplied.

Qualcomm,forexample,hasannounceda“NetZero”

objectiveforitsoperationsby2040,whileSTMicroelectronics

isaimingfora100%energysupplyfromrenewablesources

by2027.Aspartofitscommitments,NXPisaimingfor100%

sustainablesourcingofminerals,excludingconflictzones.

Backin2018,IntelandNvidiacollaboratedtodevelop

anenergy-efficientAIserverfordatacenters.Thehigh

performanceoftheDGX-1serverenablessignificant

reductionsnotonlyinenergycostsbutalsointermsoftime-

to-market,whileincreasingAIprocessingcapacity.

Recently,initiativeshavebeenlaunchedtoco-developmore

sustainablealternatives,suchasthecollaborationbetween

Soitec

andSTMicroelectronicshelpeddevelopatechnologyforthe

manufactureofsiliconcarbide(SiC)substrates,whicharethe

sourceofhigher-performance,moreenergy-efficientpower

semiconductors.

Theenergytransitionofsemiconductor

manufacturersmustnowplayacentralroleintheir

developmentstrategy.

Bypursuingtheircommitmentsandtransforming

theirbusinessmodel,semiconductormanufacturers

willbeabletosolvethecomplexequation

betweencontinuingtogrow,maintainingproduct

performanceandreducingtheircarbonfootprint.

Forthelast8years,

Paulinehassupported

theB2CandB2B

transformationsof

manyTelco,Media,andtechplayers.Sheis

specializedinsupportingtransformationsthroughthedefinitionofnew

businessmodels,the

launchofnewdigital

offers,andthetransitiontosustainablestrategies.

PaulineLechopied-Bay

ManagingConsultant

Telecom,Media&TechnologyCapgeminiInvent

Ourexperts:

Withmorethan20yearsofexperienceinthe

TMTsector,Olivieris

experiencedwithwork

asbothaconsultantandinmoreoperationalrolesinbusinessdevelopment,operations,andIT.He

isincrediblypassionate

abouttheTelecomsector,workingonsubjects

relatedtoinfrastructures

ACentraleSupelecengineer,

Nicolasstartedhiscareer

inthe2000s.Heinitially

workedasacybersecurity

consultant,beforehelping

tosetupCloudservice

NicolasGaudillière

ChiefTechnologyOfficerCapgeminiInvent

OlivierMarcillaud

SeniorDirectorTelecomMedia&Technology

CapgeminiInvent

platformsfortelecom

operatorsandmajor

integrators.In2015,he

joinedCapgeminiInvent

asCTOtofocusonthe

andoperations,aswellasonthechallengesofsustainabletransformationanditsapplication.

organizationalandhumantransformationsrequired

foradoptingnumeroustechnologicalinnovations

suchasIoT,cloud,AI,blockchain,5G,andquantum.

Today,NicolasoverseestheTelco,Media,andtech

sector,supportingcustomersinoptimizingtheir

businessstrategytoseizenewgrowthopportunities,

streamliningtheirindustrialmodels,andexpanding

theirtechnologicalinnovationpolicy,allwhilehelping

themachievetheirsustainabledevelopmentgoals.

SanjivAgarwal

VicePresidentDSP

GlobalSemiconductorIndustryLeader

Withabout30yearsof

experienceintheTMT

sector,Sanjivisexperienced

withenablingdigital

transformationjourneyfor

customersusingbest-of-

breedtechnologysolutions

andservices.Inhiscurrent

roleasglobalsemiconductor

industryleader,heis

workingcloselywith

customersontheirjourney

onproducingsustainabletechnology,drivinguseofAI/

ML,digitaltransformation,andglobalsupplychain.He

isincrediblepassionateabouttheroleoftechnology

anditsimpactonenterpriseandhumanlives.

8Crucialroleofsemi-conductorsinthetransitiontowardsagreenerworld

9

Sources

L’INDUSTRIEDESSEMI-CONDUCTEURS

FACEÀLATRANSITIONÉCOLOGIQUE

LaTribune(17February2021)

”REDUCINGENERGYCONSUMPTIONIN

SEMICONDUCTORMANUFACTURING”

SEMI

”ENERGYCONSUMPTIONINTHEICTSECTOR”

EuropeanParliament

”ENERGYANDENVIRONMENTAL

SUSTAINABILITYINSEMICONDUCTOR

MANUFACTURING”

AjayKumar,JingsongZhangetal.

4STRATEGIESFORSUSTAINABLE

SEMICONDUCTORMANUFACTURING

GLOBALEVOUTLOOK2021

InternationalEnergyAgency(2021)

RENEWABLEENERGYINTHEWATER,

ENERGYANDFOODNEXUS

InternationalRenewableEnergyAgency(2021)

”THEROLEOFCRITICALMINERALSIN

CLEANENERGYTRANSITIONS”

InternationalEnergyAgency(2021)

”SUSTAINABILITY:QUALCOMMSETS

NET-ZEROGOAL,PLEDGESTOCUTSUPPLY

CHAINEMISSIONS”

Reuters(29April2021)

“STMICROELECTRONICSSETSTARGETFOR

100%RENEWABLEENERGYUSEBY2027”

Greenbiz(9September2020)

“NXPANNOUNCESPLANTOMAKE100%

OFITSMINERALSSUSTAINABLE”

NXPpressrelease(22June2020)

“NVIDIAANDINTELCOLLABORATE

TOCREATEENERGY-EFFICIENTAI”

IoTForAll(4July2018)

“STMICROELECTRONICSANDSOITEC

COOPERATEO