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1、A GREENER WORLDTHE CRUCIAL ROLE OF SEMICONDUCTORS IN THE TRANSITION TOWARDS INTRODUCTION2Crucial role of semi-conductors in the transition towards a greener worldINTRODUCTIONWith the boom in human and machine-generated data,IT capabilities,AI and connectivity,the global semiconductor market is likel
2、y to double by 2030,increasing from from 550 billion euros to over 1 trillion euros.1.However,this rapid growth is creating environmental issues:ever more intensive use of raw materials and chemical products,significant emissions of process gases,etc.As sustainable strategies play a central role in
3、meeting consumer,investor and regulator expectations,it is essential for semiconductor players to address these issues by integrating environmental considerations right from the design phase of semiconductor components.1.”Semiconductor Market Size,Share,Trends|Industry Forecast 2021-2028”Fortune Bus
4、iness Insights,20213ELECTRICITY CONSUMPTION:The key energy issue for manufacturersThe vast majority(nearly 80%)of greenhouse gas emissions associated with the semiconductor sector is due to the direct use of energy(scopes 1&2)2.Electricity is the main source of energy used to operate the fittings an
5、d hundreds of tools involved in the chip manufacturing process.According to data from the International Energy Agency,the semiconductor industry will consume around 2.5%of the worlds electricity production in 2020.And to meet the sectors growth prospects,up to 3.5 times more electricity is expected
6、to be consumed by 2030.Electricity consumption is therefore a critical issue for manufacturers,thus highlighting the need to implement strategies for energy optimization and sourcing from renewable sources as a short-term priority.Optimizing the energy consumption of companies in the sector starts w
7、ith the energy used by tools,firstly by improving them(advanced etching techniques,increased lithography speed,etc.)or replacing them with energy-saving alternatives.At the same time,manufacturers can use data,IoT and AI power to implement intelligent control systems for coupling and regulating inst
8、allations and tools.For example,analyzing production data using AI and machine learning could reduce machine downtime by half and improve manufacturing efficiency by 5-20%.This optimization could also help to save energy and reduce the carbon footprint of the manufacturing industry 3.With the aim of
9、 reducing the energy consumption associated with fittings in the semiconductor sector,there are ways of transitioning towards energy-efficient buildings,not only by reducing energy losses and recovering the heat produced,but also by optimizing the energy consumption of cleanrooms(reducing air pressu
10、re,increasing humidity,eliminating leaks)and making better use of ventilation and lighting(using LEDs,for example).The other aspect of manufacturers electricity strategy is related to their supply.For their network supply,manufacturers can encourage the purchase of energy from renewable sources from
11、 public utilities,private suppliers,or even through power purchase agreements(PPAs).At the same time,the use of autonomous energy sources to power their operations(photovoltaic,fuel cellsbattery energy storage systems)will speed up the transition to a cleaner energy supply.3.”How AI and Machine Lear
12、ning Are Revolutionizing The Manufacturing Industry”,Forbes2.”Sustainability challenges in the semiconductor industry”,TechXplore,20204Crucial role of semi-conductors in the transition towards a greener world4”Water demand for Semiconductor Manufacturing”,Semiconductor Industry Association(SIA),2018
13、/”Semiconductor Supply Chain Seeks Sustainable Solutions”,EBN Online,2020WATER,GASES AND SEMICONDUCTOR MATERIALS:In addition to electricity,water,often used in ultrapure form,is the second key raw material in the chip manufacturing process.Eliminating all the impurities that can affect chip performa
14、nce(such as metal ions,suspended particles or various bacteria)is a very energy-intensive process,not only because of the quantities of raw water required but also because of numerous hardware utilized(pumps,filters,etc.)To keep pace with industry growth forecasts,the associated need for water could
15、 increase by 2.3 times by 20304.The development of water recycling initiatives,combined with the use of more environmentally-friendly chemicals,will reduce the pressure on ultrapure water.Although essential for manufacturing integrated circuits,the use of process gases has highly harmful consequence
16、s on the environment,particularly in terms of greenhouse gas emissions and various forms of pollution.Manufacturers can adjust various parameters of the production process(temperature,chamber pressure),integrate alternative gases or low-emission processes,define gas reduction systems or recycle them
17、,by capturing unused process gases using membrane separation or cryogenic recovery.Finally,the adoption of better traceability and a more sustainable supply of the metals used in semiconductors,including silicon and germanium,are key areas of development for manufacturers.Key actions that can be imp
18、lemented include more environmentally-friendly and human-rights-friendly mining,eliminating the use of conflict minerals,and the development of sustainable alternatives to rare metals such as cobalt and lithium.Sustainability issue5At the upstream level,companies must be able to identify the greenho
19、use gas emissions associated with their raw materials and their suppliers activities.This traceability challenge requires,first and foremost,greater transparency throughout the supply chain,by implementing traceability tools and assessing the sustainable performance of their suppliers.Also,close col
20、laboration between partners,by encouraging,supporting and even developing the transition to sustainable practices in terms of energy,waste management and transport,will help to considerably reduce greenhouse gas emissions as well as costs.As far as the downstream part of the process is concerned,the
21、re is a major challenge in raising customer awareness,by encouraging sensible use of chip-enabled devices,as well as the reuse and recycling of their products at the end of their life.In particular,taking into account the energy performance of chips during the design phase is an important factor,whi
22、ch manufacturers can manage more effectively.Another central area of scope 3 downstream concerns electronic waste management and associated emissions,which require the implementation of circular economy programs.The reuse and recycling of materials,particularly silicon,waste reduction through more e
23、fficient production processes,as well as designing more sustainable products,based on recycled materials or ensuring better energy efficiency,are just some of the areas to be analyzed by semiconductor manufacturers.To achieve this,it is essential that all stakeholders in the value chain work togethe
24、r to increase manufacturers effectiveness.To kick-start this dynamic,a lifecycle analysis of the products and services associated with semiconductors is key to developing an accurate vision of their impact and optimizing them.PLM-type tools can be particularly effective in providing the necessary vi
25、sibility throughout the value chain.On this basis,manufacturers can work towards defining measurement and transparency standards with regulators or build a low-carbon roadmap shared by all industry players.THE NEED FOR BETTER COLLABORATION BETWEEN INDUSTRY PLAYERS,INCLUDING BOTH SUPPLIERS AND CUSTOM
26、ERSIn addition to the environmental and human impacts associated with energy use,semiconductor manufacturers can help reduce their scope 3 upstream(raw material suppliers,transport)and downstream(distribution,use and end-of-life of their products).6Crucial role of semi-conductors in the transition t
27、owards a greener worldFIRST PROMISING INITIATIVES TOWARDS THE ECOLOGICAL TRANSITION OF THE SEMICONDUCTOR MARKETQualcomm,for example,has announced a“Net Zero”objective for its operations by 2040,while STMicroelectronics is aiming for a 100%energy supply from renewable sources by 2027.As part of its c
28、ommitments,NXP is aiming for 100%sustainable sourcing of minerals,excluding conflict zones.Back in 2018,Intel and Nvidia collaborated to develop an energy-efficient AI server for data centers.The high performance of the DGX-1 server enables significant reductions not only in energy costs but also in
29、 terms of time-to-market,while increasing AI processing capacity.Recently,initiatives have been launched to co-develop more sustainable alternatives,such as the collaboration between Soitecand STMicroelectronics helped develop a technology for the manufacture of silicon carbide(SiC)substrates,which
30、are the source of higher-performance,more energy-efficient power semiconductors.The energy transition of semiconductor manufacturers must now play a central role in their development strategy.By pursuing their commitments and transforming their business model,semiconductor manufacturers will be able
31、 to solve the complex equation between continuing to grow,maintaining product performance and reducing their carbon footprint.In recent years,the industrys commitment to sustainable practices has multiplied.7Our experts:Nicolas GaudillireChief Technology Officer Capgemini InventOlivier MarcillaudSen
32、ior Director Telecom Media&Technology Capgemini InventA CentraleSupelec engineer,Nicolas started his career in the 2000s.He initially worked as a cybersecurity consultant,before helping to set up Cloud service platforms for telecom operators and major integrators.In 2015,he joined Capgemini Invent a
33、s CTO to focus on the organizational and human transformations required for adopting numerous technological innovations such as IoT,cloud,AI,blockchain,5G,and quantum.Today,Nicolas oversees the Telco,Media,and tech sector,supporting customers in optimizing their business strategy to seize new growth
34、 opportunities,streamlining their industrial models,and expanding their technological innovation policy,all while helping them achieve their sustainable development goals.With more than 20 years of experience in the TMT sector,Olivier is experienced with work as both a consultant and in more operati
35、onal roles in business development,operations,and IT.He is incredibly passionate about the Telecom sector,working on subjects related to infrastructures and operations,as well as on the challenges of sustainable transformation and its application.Pauline Lechopied-BayManaging Consultant Telecom,Medi
36、a&Technology Capgemini InventFor the last 8 years,Pauline has supported the B2C and B2B transformations of many Telco,Media,and tech players.She is specialized in supporting transformations through the definition of new business models,the launch of new digital offers,and the transition to sustainab
37、le strategies.Sanjiv AgarwalVice President DSP Global Semiconductor Industry LeaderWith about 30 years of experience in the TMT sector,Sanjiv is experienced with enabling digital transformation journey for customers using best-of-breed technology solutions and services.In his current role as global
38、semiconductor industry leader,he is working closely with customers on their journey on producing sustainable technology,driving use of AI/ML,digital transformation,and global supply chain.He is incredible passionate about the role of technology and its impact on enterprise and human lives.8Crucial r
39、ole of semi-conductors in the transition towards a greener world5.https:/ DES SEMI-CONDUCTEURS FACE LA TRANSITION COLOGIQUELa Tribune(17 February 2021)”REDUCING ENERGY CONSUMPTION IN SEMICONDUCTOR MANUFACTURING”SEMI”ENERGY CONSUMPTION IN THE ICT SECTOR”European Parliament”ENERGY AND ENVIRONMENTAL SU
40、STAINABILITY IN SEMICONDUCTOR MANUFACTURING”Ajay Kumar,Jingsong Zhang et al.4 STRATEGIES FOR SUSTAINABLE SEMICONDUCTOR MANUFACTURING GLOBAL EV OUTLOOK 2021International Energy Agency(2021)RENEWABLE ENERGY IN THE WATER,ENERGY AND FOOD NEXUSInternational Renewable Energy Agency(2021)”THE ROLE OF CRITI
41、CAL MINERALS IN CLEAN ENERGY TRANSITIONS”International Energy Agency(2021)”SUSTAINABILITY:QUALCOMM SETS NET-ZERO GOAL,PLEDGES TO CUT SUPPLY CHAIN EMISSIONS”Reuters(29 April 2021)“STMICROELECTRONICS SETS TARGET FOR 100%RENEWABLE ENERGY USE BY 2027”Greenbiz(9 September 2020)“NXP ANNOUNCES PLAN TO MAKE
42、 100%OF ITS MINERALS SUSTAINABLE”NXP press release(22 June 2020)“NVIDIA AND INTEL COLLABORATE TO CREATE ENERGY-EFFICIENT AI”IoT For All(4 July 2018)“STMICROELECTRONICS AND SOITEC COOPERATE ON 150MM SIC PRODUCTION”Power Electronics News(12 October 2020)9About Capgemini Invent:Capgemini Invent is Capg
43、emini Groups digital innovation,design and transformation brand,enabling business leaders to shape the future of their companies.Established in over 36 offices and 37 creative studios worldwide,it comprises a team of over 10,000 employees including strategy experts,data scientists,product and experi
44、ence designers,brand and technology experts who develop new digital services,products,experiences and business models for sustainable growth.Capgemini Invent is part of Capgemini Group,a global leader in partnering with companies to transform and manage their business by harnessing the power of tech
45、nology.The Group is guided everyday by its purpose of unleashing human energy through technology for an inclusive and sustainable future.It is a responsible and diverse organization of over 360,000 team members in more than 50 countries.With its strong 55-year heritage and deep industry expertise,Ca
46、pgemini is trusted by its clients to address the entire breadth of their business needs,from strategy and design to operations,fueled by the fast evolving and innovative world of cloud,data,AI,connectivity,software,digital engineering and platforms.The Group reported in 2022 global revenues of 22 billion.Get the Future You Want|Copyright 2023 Capgemini.All rights reserved.