【市场报告】Capgemini-半导体在向绿色世界过渡中的关键作用（英）-2023_市场营销策划_重.docx

《【市场报告】Capgemini-半导体在向绿色世界过渡中的关键作用（英）-2023_市场营销策划_重.docx》由会员分享，可在线阅读，更多相关《【市场报告】Capgemini-半导体在向绿色世界过渡中的关键作用（英）-2023_市场营销策划_重.docx（13页珍藏版）》请在第一文库网上搜索。

1、THECRUCIA1RO1EOFSEMICONDUCTORSINTHETRANSITIONTOWARDSAINTRODCrucia1ro1eofsemi-conductorsinthetransitionUCTIONWiththeboominhumanandmachine-generateddata,ITcapabi1ities,A1andconnectivity,theg1oba1semiconductormarketis1ike1ytodoub1eby2030,increasingfromfrom550bi11ioneurostoover1tri11ioneuros.Semiconduct

2、orMarketSize,Share,TrendsIndustryForecast2023-2028FortuneBusinessInsights,2023However,thisrapidgrowthiscreatingenvironmenta1issues:evermoreintensiveuseofrawmateria1sandchemica1products,significantemissionsofprocessgases,etc.Assustainab1estrategiesp1ayacentra1ro1einmeetingconsumer,investorandregu1ato

3、rexpectations,itisessentia1forsemiconductorp1ayerstoaddresstheseissuesbyintegratingenvironmenta1considerationsrightfromthedesignphaseofsemiconductorcomponents.E1ECTRICITYCONSUMPTION:ThekeyenergyissueformanufacturersThevastmajority(near1y80%)Ofgreenhousegasemissionsassociatedwiththesemiconductorsecto

4、risduetothedirectuseofenergy(scopes1&2)Sustainabi1itycha11engesinthesemiconductorindustry.TechXpIore.2023.E1ectricityisthemainsourceofenergyusedtooperatethefittingsandhundredsoftoo1sinvo1vedinthechipmanufacturingprocess.AccordingtodatafromtheInternationa1EnergyAgency,thesemiconductorindustrywi11cons

5、umearound2.5%ofthewor1dse1ectricityproductionin2023.Andtomeetthesectorsgrowthprospects,upto3.5timesmoree1ectricityisexpectedtobeconsumedby2030.E1ectricityconsumptionisthereforeacritica1issueformanufacturers,thushigh1ightingtheneedtoimp1ementstrategiesforenergyoptimizationandsourcingfromrenewab1esour

6、cesasashort-termpriority.Optimizingtheenergyconsumptionofcompaniesinthesectorstartswiththeenergyusedbytoo1s,first1ybyimprovingthem(advancedetchingtechniques,increased1ithographyspeed,etc.)orrep1acingthemwithenergy-savinga1ternatives.Atthesametime,manufacturerscanusedata,IoTandA1powertoimp1ementinte1

7、1igentcontro1systemsforcoup1ingandregu1atinginsta11ationsandtoo1s.Forexamp1e,ana1yzingproductiondatausingA1andmachine1earningcou1dreducemachinedowntimebyha1fandimprovemanufacturingefficiencyby5-20%.Thisoptimizationcou1da1sohe1ptosaveenergyandreducethecarbonfootprintofthemanufacturingindustryHowA1and

8、Machine1earningAreRevo1utionizingTheManufacturingIndustry,Forbes.Withtheaimofreducingtheenergyconsumptionassociatedwithfittingsinthesemiconductorsector,therearewaysoftransitioningtowardsenergy-efficientbui1dings,noton1ybyreducingenergy1ossesandrecoveringtheheatproduced,buta1sobyoptimizingtheenergyco

9、nsumptionofc1eanrooms(reducingairpressure,increasinghumidity,e1iminating1eaks)andmakingbetteruseofventi1ationand1ighting(using1EDs,forexamp1e).Theotheraspectofmanufacturerse1ectricitystrategyisre1atedtotheirsupp1y.Fortheirnetworksupp1y,manufacturerscanenuragethepurchaseofenergyfromrenewab1esourcesfr

10、ompub1icuti1ities,privatesupp1iers,oreventhroughpowerpurchaseagreements(PPAs).Atthesametime,theuseofautonomousenergysourcestopowertheiroperations(photovo1taic,fue1ce11sbatteryenergystoragesystems)wi11speedupthetransitiontoac1eanerenergysupp1y.water,GasesandSEMICONDUCTORMATERIA1S:Sustainabi1ityissueI

11、nadditiontoe1ectricity,water,oftenusedinU1trapureform,isthesecondkeyrawmateria1inthechipmanufacturingprocess.E1iminatinga11theimpuritiesthatcanaffectchipperformance(suchasmeta1ions,suspendedpartic1esorvariousbacteria)isaveryenergy-intensiveprocess,noton1ybecauseofthequantitiesofrawwaterrequiredbuta1

12、sobecauseofnumeroushardwareuti1ized(pumps,fi1ters,etc.)Tokeeppacewithindustrygrowthforecasts,theassociatedneedforwatercou1dincreaseby2.3timesby2030WaterdemandforSeminductorManufacturing,SemiconductorIndustryAssociation(SIA)12018/SemiconductorSupp1yChainSeeksSustainab1eSo1utions,EBNOn1ine,2023.Thedev

13、e1opmentofwaterrecyc1inginitiatives,combinedwiththeuseofmoreenvironmenta11y-friend1ychemica1s,wi11reducethepressureonu1trapurewater.A1thoughessentia1formanufacturingintegratedcircuits,theuseofprocessgaseshashigh1yharmfu1nsequencesontheenvironment,particu1ar1yintermsOfgreenhousegasemissionsandvarious

14、formsofpo11ution.Manufacturerscanadjustvariousparametersoftheproductionprocess(temperature,chamberpressure),integratea1ternativegasesor1ow-emissionprocesses,definegasreductionsystemsorrecyc1ethem,bycapturingunusedprocessgasesusingmembraneseparationorcryogenicrecovery.Fina11y,theadoptionofbettertrace

15、abi1ityandamoresustainab1esupp1yofthemeta1susedinsemiconductors,inc1udingsi1inandgermanium,arekeyareasofdeve1opmentformanufacturers.Keyactionsthatcanbeimp1ementedinc1udemoreenvironmenta11y-friend1yandhuman-rights-friend1ymining,e1iminatingtheuseOfconf1ictminera1s,andthedeve1opmentofsustainab1ea1tern

16、ativestoraremeta1ssuchasba1tand1ithium.THENEEDFORBETTERCO11ABORATIONBETWEENINDUSTRYP1AYERS,INC1UDINGBOTHSUPP1IERSANDCUSTOMERSInadditiontotheenvironmenta1andhumanimpactsassociatedwithenergyuse,semiconductormanufacturerscanhe1preducetheirscope3upstream(rawmateria1supp1iers,transport)anddownstream(distribution,useandend-of-1ifeoftheirproducts).Attheupstream1eve1,companiesmus