Chun-Yen ChangNational Academy of

Engineering, USAAcademia Sinica, Taiwan

National Chiao-Tung University, Taiwan

The Post PC Era : Taiwan's High Tech, Economy and Life

Formosa, the beautiful island,Taiwan

Mountain: ¾, No natural Resources, but Rich innovative and dynamic people

Taiwan GDP (Purchasing Power)

GDP (purchasing power parity):$807.2 billion (2010 est.) country comparison to the world: 20 $745.4 billion (2009 est.) $759.8 billion (2008 est.) note: data are in 2010 US dollars

GDP - per capita:$35,100 (2010 est.) country comparison to the world: 37$32,400 (2009 est.) $33,100 (2008 est.) note: data are in 2010 US dollars

Exports, led by electronics and machinery, generate about 70% of Taiwan's GDP growth.

The heavy dependence on exports makes the economy vulnerable to downturns in world demand.

Three financial memorandums of understanding, covering banking, securities, and insurance-opening the island to greater investments from the Mainland's financial firms and institutional investors, and providing new opportunities for Taiwan financial firms to operate in China.

Patent Ranking

However need to improve the quality

Patent /per capita : No. 1

Rank

2009 Patents/Country 2011 Patents/Country

1. U.S. U.S.

2. Japan Japan

3. Germany Germany

4. Taiwan Korea

5. Korea Taiwan

6. France France

ICT Revolution in 2011 Ignites

Pad PC Revolution Smart Phone Evolution

Breakdown of the “Wintel Empire”

The Post PC Era

Pad PC and Smart Phone

• O/S :Android, iOS Window• CPU : Arms, Tegra, AMD Intel

Android iosVS

Open System VS. Close System

Open System VS. Close System

★Hardware and OS are free but service is charged !

Linux WindowVS

IBM

Survived by Transforming

from Technology to Services .

Revised Business Model .

Re-vibrate the Company Culture.

Source: The Economist, June 11th, p.68, 2011

Life is short 南柯一夢

HP

acer

Dell

i-pad

HP?Acer?Dell?

are diminishing or rebouncing?

Nokia is diminishing or rebouncing?

Smart phonesHTCIphone…

What is next? Much of Touches:

Humanities

Tablet

Touch panel

Touches entertainments

Touches of services

Much of Touches:

Humanities

Humanities

Services

Entertainments

blackberry

Black-Berry

獨霸或挑戰﹖ Unipole or Multipole ﹖M’s or I’s Empire?

Microsoft

VS

獨霸或挑戰﹖ Unipole or Multipole ﹖

Who is running up?! 獨霸或戰國時代 ?It is interesting to watch the games!

M’s or I’s Empire?

VS

Future of VLSI

The End ： 20nm, non-technical but

Business Impossible The Start ：

Intel,TMC,UMC,Samsung,Elpida (1)3D I.C.

(2)III-V on Si

Post SOC Era

Opportunities and Challenges for Taiwan

Taiwanese Entrepreneurs : Stan Shih/ ACER and ……..

Since its founding in 1976, Acer has achieved the goal of breaking the barriers between people and technology. Globally, Acer ranks No. 2 for total PCs and notebooks. A profitable and sustainable Channel Business Model is instrumental to the company's continuing growth, while its multi-brand approach effectively integrates Acer, Gateway, Packard Bell, and eMachines brands in worldwide markets.

Acer strives to design environmentally friendly products and establish a green supply chain through collaboration with suppliers. Acer is proud to be a Worldwide Partner of the Olympic Movement, including the Vancouver 2010 Olympic Winter and London 2012 Olympic Games.

Over 30 years of making history in the fast-paced IT industry, Acer’s far-reaching strategy of focusing on R&D and marketing development has laid the foundations and created a company ready to embrace the challenges of the future. The Acer Group employs 8,000 people worldwide. Estimated revenues for 2010 reached US$19.9 billion.

Stan Shih and ACER

A graduate of NCTU, obtained a Bachelor’s (1968), Master’s (1971), and honorary Ph.D. (1992)in Dept. of Electronics Engineering.

In Sep. 1976, together with four partners, Mr. Shih co-founded Multitech International Corp., the forerunner of Acer, with US$25,000.

led Acer to become a global PC vendor; today Acer ranks No. 3 for total PCs and No. 2 for notebooks worldwide.

Stan Shih’s Smile Curve

William Wang and VIZIO

NO. 1 LCD TV IN USEUROPIAN MARKETASIAN MARKET

H. T. Cho and HTCDEC GROUPthe chairman of HTC

foundation, a public welfare organization.

Graduate of the 8th EMBA, NCTU, 2007.

HTC Brand strategiesSmart phone in Android platformInnovative products and friendly user

interfaceProduct diversification

Min Kao and GarminForbes 400 Richest American (2008)The co-founder of Garmin with Gary Burrell2011 Member of National Academy of

Engineering,(NAE)USAResearch in Teledyne Systems, NASA, U.S. Army

Military GPS - NAVSTAR

Founded in 1989GPS products:

Car navigation, outdoor, cartography, communication,

marine, aviation,…

Y.J.Ho,EMBA,2010/NCTU Giant was founded in 1972 with a mission: to

create better bikes and improve the cycling experience. From the very start, innovation and manufacturing expertise set us apart.

何友仁 and “Giant”

NO.1 in Semiconductor Foundry :TSMCMorris Chang: Foundry Father1984 consultant to UMC,1985 board

CHAIRMAN of UMC. TSMC's Morris Chang pioneered the $28 billion

semiconductor foundry industry, kicking off a revolution in the business of chips

Invented new business modelF. C. Tzeng: Vice Chairman of TSMC

Co-founded TSMC in 1987Ten Outstanding Engineers1985 Ph. D/NCKU. under the Supervision of Prof. C.Y.Chang

Morris Chang and F.C. Tzeng

Robert Tsao and John Huan

Robert Tsao: MBA, 1971/NCTUJohn Huan :EE, 1973/NCTU

Core competenciesThe First CMOS Co. in Taiwan Since 1980

Pure-play foundry with internal R&D capabilityWorld-class 200/300mm manufacturing45nm/40nm customized

products ,Developing20/18nm

2010 Top10 Semiconductor Companies Ranking

Robert Tsao and John Huan

Robert Tsao: MBA, 1971/NCTUJohn Huan :EE, 1973/NCTUUMC ,THE TAIWAN’s FIRST CMOS

COMPANY,FOUNDED IN 1980Leading Successful Bussiness in Supplying

CMOS Watch Chips Since 1983,Build Up a Successful CMOS Industry in Taiwan.A Strong Foudation of Taiwan’s CMOS Technology Was Established.

Without UMC’s Success, There is NO TSMC

Where Were TheyFromYear

1963-1966

NCTU established world class Si Planar Technology and MOSFET

among Asia and and Europe, Attracted world experts t

o visit C.Y. Chang’s Semiconductor Research Center (SRC/NCTU)

witness

Dr. Dawon Kahng , 姜大元 who made the first MOSFET (1960, DRC@Carneige Tech)Dr. C.T.Sah, 薩支唐 who made the first CMOS ( 1966, DRC,U.Penn ) Dr. G.L.Pearson The First PV Cell was Demonstrated at Bell Labs.,,Stanford U.Dr. F.Fang, 方復 I.B.M. T L Watson RC,IBM. Demonstrated the First QHE 1965 APL.

1970 C Y Chang’s Fine Product Microelectronic Corporation, 萬邦電子公司 , the first Si Planar Technology products was regarded as the "Fairchild of Taiwan".

1971 Stan Shih,founded acer co. Shih graduated from SRC/NCTU1974 CMOS Pilot Plant led by Dr. D.H.Hu 胡定華 with whole team member tr

ained from from C Y Chang’s NCTU/SRC1980 CMOS Co. UMC, successful sale of CMOS watch chips1987 CMOS Co., TSMC, the world first foundry . Founded by M.Chang and F.C.

Tseng.

8

4- dimensional Mask Aligna made by C. Y. Chang in 1964

Si Planar Technology in 1964,The First in Asia and Europe :The Precise Mask Aligner Made by C.Y.Chang :The Earliest and the Only One

14

蔣經國來訪 1965 ：半導體對台灣未來的重要性

蔣經國先生參觀交大半導體實驗室的鋁合金爐，左起張俊彥、張瑞夫、蔣經國與張去疑合影

1965 初夏 蔣經國來訪 ：台灣高科技的起點 ,1970 詢問張教授

Chiang Chih-Kuo Ddecided to Develop Hi-Tech Infrastrcucture in Taiwan ,Visited SRC/NCTU

in 1965

“Without Prof. Chang’s leadership, Taiwanese Electronics Industry could not so flourish, not only to the economy of Taiwan but also to the would”, by C.T. Sah

2000 National Academy of Engineering, USA

NIKKEI ASIA PRIZES

On May 22, 2007, Prof. Chang was awarded the Japan Nikkei Prize: “ The Father of Taiwan Semiconductor Industry”

What we Are Doing Now:

The first RT CW Vicsel LD,and non- polar green to blue to UV LEDs.

The world record Green Si Thin Film PV module :production scale toward Grid Parity

Discovery of new physics: abnormal breakdown field strength in insulator or in depletion layer in nano-magnet induced field: > 30MV/cm (theoretically is 10MV/cm)

Giant magnetic Capacitance for ultra high desity energy storage: Capacitance E=1/2 CV2 : the most important issue in 21st century. 1000 time higher than the Li batteries.

Global Warming/Energy Savings Potential of LEDsKilling LED - Soild State LightingKilling LED - Soild State Lighting

If a 150 lm/Watt Solid State White source were developed, then in the United States alone:

• We would realize $115 Billion cumulative Savings in 2025*• Alleviate the need of 133 new power stations!*• Eliminate 258 million metric tons of Carbon*• Save 273TWh/year in energy**

**A. D. Little, “Energy Savings Potential of SSL” Report for Dept. of Energy,http://www.eere.energy.gov/buildings/info/documents/pdfs/ssl_final_report3.pdf

Worldwide Congratulations to Prof. C.Y. Chang

Dear Prof. M. Feng, Prof. S. Nakamura and Prof. K. Iga,Dear Prof. M. Feng, Prof. S. Nakamura and Prof. K. Iga, It is my great pleasure to send the attachment of a reprint to you, which was published recently in Appl. Phys. Letts.97, 071114, 2010Appl. Phys. Letts.97, 071114, 2010. In 1970, the first room temperature CW laser was made by Hayashi et al,. Today, we have made the first room temperature CW VCSEL successfully which is lasing at near UV band.

One of my Ph.D. students, my Ph.D. students, Po-Min TuPo-Min Tu, made the n-GaN, In GaN/GaN made the n-GaN, In GaN/GaN MQW, MQW, P-GaN and P+-InGaN layer which are critical to make the device P-GaN and P+-InGaN layer which are critical to make the device operationaloperational.

A letter to Prof. M. Feng, Prof. S. Nakamura and Prof. K. IgaA letter to Prof. M. Feng, Prof. S. Nakamura and Prof. K. Iga

Shuji Nakamura Kenichi Iga Milton FengProfessor of UCSB. President of Tokyo Institute of

Technology.Nick Holonyak Endowed Chair Professor of UIUC.

Inventor of high-brightness GaN-based

blue LED.

Inventor of surface emitting semiconductor

lasers.

Inventor of transistor laser, world's fastest

transistor, light emitting transistors.

Worldwide Congratulations to Prof. CY Chang“Wonderful Achievement Wonderful Achievement of the 1st RT CW blue VCSEL.”

Kenichi IgaKenichi Iga

“This opens a New Applications New Applications of GaN VCSEL.” Shuji NakamuraShuji Nakamura

“Excellent Results Excellent Results of the 1st GaN VCSEL operated at RT CW.” Milton FengMilton Feng

Si Thin Film Solar Cell

solars-china.com

Nano-Magnets embeded:High energy storage, High brightness/power ratio LED/LD, High efficiency PV Module,High voltage diode/transistor/Iinverter,

New Emmering Science and Technologies

Discovery of new physics: abnormal breakdown field strength in insulator or in depletion layer in nano-magnet induced field: > 30MV/cm (theoretically is 10MV/cm)

E=1/2 CV2, IF V→2X, then E→4Xe.g : An electric car, with a 100kg super capacitor, travels 100km, with magnet-super capacitor, it travels 400km more!

“New Social Era of the Web Starts now”, -IEEE Spectrum ,June

2011-

Google VS. FacebookA mobile web will be a smarter webVideo is poised to inundate the web Everyday objects will join our social

network Web data will explode, and that’s a good

thingVoice and gestures will change human-

computer interaction……….

Taiwan’s Adventure: Making Things Smart and

Small

Bio-Engineering SolutionSMART,SMALL AND LIGHT is needed for our

diary life and also for Military Command and Control Solution

Car Electronics, Phone ,PC, Home Appliances, TV, Bio-Electronics,………..

Finland has ONE Nokia, Korea has One Samsung, Taiwan has Multi-. “ Healthy Bio-Dynamic-Vibrate-System”.

EpilogueTaiwan is one of the key players in the ICT worldFounders of acer,Vizio, Garmin, Giant,HTC, Super-Micro Super-

Computer etc.Top Semiconductor Foundry, efficient LED, Tops in Fabless/SOC,

PC Manufacturing,Mobil Phones etc.Taiwan is participating the future of cloud ICT Taiwan is contributing the future green energy solutionsReady for the Future of Bio-Technologies.A lots of Challenges as well as Opportunities.Enjoying Good Life with Young Students with lots of Creative

Ideas : OUR HOPE FOR THE FUTUREWE ARE SINCERELY HOPING THAT THERE IS NO “Green

Childish Politics ???”

Green Childish Politics ???

Green Energy Solutions ： Who is running up?

PV Cells ： 1.Green & Cost Effect (<Grid Parity1$/W)

2.Green and Grid Parity

Siemens is fading out UMG, SMG is prevailing

<$ 15/kg, 7N 12N

PV Power Plants

First Solar : CdTe? CIGS?

Multi-crystallize Si η = 15%~25%

Single-crystallize Si η = 20%~30%

Thin Film Si η = 12%~20%

3D T.F. Solar cell Si η = 12%~30%

Quantum Solar Cell η = 20%~63%

High Purity Green Effect:Pure Si

PV Cell

Green Energy Solutions

Warring States

Winner

Winner

Efficient LED (ECOE Group)

Lighting—140 lm/w 240 lm/w

Back Light—Power Saving

Efficient LED (ECOE Group)

Blue Disk

Wafer Interconnect

Strategic Technologies: Substrate: Low Cost/High Eff. (ECOE+ITRI)EPI: NAPSS (ECOE)

•Lighting•FPD•Blue Disk•3D VLSI

Killer Technologies, materials

Customer

4444ECOE RESEARCH GROUP ECOE RESEARCH GROUP NCTU Institute of Electronics Engineering

DOE Roadmap

500 lm/$ 1000 lm/$167 lm/$77 lm/$40 lm/$

300 lm/$ 900 lm/$91 lm/$40 lm/$28 lm/$

4545ECOE RESEARCH GROUP ECOE RESEARCH GROUP NCTU Institute of Electronics Engineering

Simple is beautiful

• Pad PC is a toy or a professional tool?

• All in one: PC + Phone Set + Camera + 3D

• Smart phone’s display is too small: with Micro-Projector + 3D +Wireless

• Smart ,Small, Light Devices :

Micro-projector,3D-Disply,Wafer Level CMOS Sensor,…….