{"id":37689,"date":"2021-02-10T11:25:10","date_gmt":"2021-02-10T11:25:10","guid":{"rendered":"https:\/\/\/globalfoundries-va-plus-que-doubler-sa-capacite-a-dresde\/"},"modified":"2021-02-10T11:25:10","modified_gmt":"2021-02-10T11:25:10","slug":"globalfoundries-va-plus-que-doubler-sa-capacite-a-dresde","status":"publish","type":"post","link":"https:\/\/www.ecinews.fr\/fr\/globalfoundries-va-plus-que-doubler-sa-capacite-a-dresde\/","title":{"rendered":"Globalfoundries va plus que doubler sa capacit\u00e9 \u00e0 Dresde"},"content":{"rendered":"

Chez Volkswagen, Daimler et Audi, la production s’est r\u00e9cemment arr\u00eat\u00e9e \u00e0 maintes reprises: il n’y a pas assez de puces pour l’\u00e9lectronique des v\u00e9hicules de plus en plus charg\u00e9s d’\u00e9lectronique. Ce qui semble parfois \u00eatre un probl\u00e8me sp\u00e9cifique de l’industrie automobile allemande pr\u00e9tendument lourde et parfois lente \u00e0 r\u00e9agir, affecte en fait tout autant la production automobile dans d’autres pays. L’institut d’\u00e9tudes de march\u00e9 IHS Markit a fait ses comptes: Selon ceux-ci, rien qu’au premier trimestre de 2021, la production de 670 000 v\u00e9hicules dans le monde sera affect\u00e9e d’une mani\u00e8re ou d’une autre par la p\u00e9nurie de puces.<\/span><\/span><\/span> Les probl\u00e8mes d’approvisionnement frapperont le plus durement l’industrie chinoise, o\u00f9 250 000 voitures de moins que pr\u00e9vu pourront probablement \u00eatre construites pendant le premier trimestre en raison de la \u00abp\u00e9nurie de composants\u00bb. Le d\u00e9ficit de la production mondiale de semiconducteurs se traduit par des d\u00e9lais de livraison importants – pour les microcontr\u00f4leurs, par exemple, un client doit d\u00e9sormais pr\u00e9voir un d\u00e9lai de livraison d’au moins 26 semaines.<\/span><\/span><\/span><\/p>\n

Le goulot d’\u00e9tranglement est probablement d\u00fb en grande partie \u00e0 la concentration de la production de puces automobiles dans quelques Fabs et fonderies. Selon IHS Markit, 70% des semiconducteurs automobiles n\u00e9cessaires dans le monde sont fabriqu\u00e9s par une seule entreprise, TSMC \u00e0 Taiwan.<\/span><\/span><\/span><\/p>\n

\u00e0 suivre: une bonne opportunit\u00e9 pour Globalfoundries<\/strong><\/p>\n

\n

La fonderie Globalfoundries veut saisir cette opportunit\u00e9 et augmenter la production de son usine de Dresde \u00e0 un million de d\u00e9marrages de wafers par an, soit environ deux fois et demie la capacit\u00e9 actuelle. Le blog de l’industrie en langue allemande <\/span><\/span><\/span>Oiger.de <\/a>a publi\u00e9 une interview de Manfred Horstmann, directeur de Globalfoundries \u00e0 Dresde. Dans ce document, Horstmann a confirm\u00e9 ces plans. La demande accrue de l’industrie automobile conduira dans certains cas – pas dans tous les cas bien s\u00fbr – \u00e0 des commandes concr\u00e8tes, a d\u00e9clar\u00e9 Horstmann. GlobalFoundries produit des semiconducteurs pour les syst\u00e8mes GPS et radar destin\u00e9s aux voitures, par exemple.<\/span><\/span><\/span><\/p>\n

Cependant, l’industrie automobile devra encore faire preuve de patience pendant un certain temps, car GlobalFoundries avait d\u00e9j\u00e0 abandonn\u00e9 la course aux structures de puces toujours plus fines il y a des ann\u00e9es et a plut\u00f4t perfectionn\u00e9 sa technologie de production 22FDX avec des largeurs de structure de 22 nm sous le slogan \u00ab\u00a0Plus que Moore \u00ab\u00a0. Horstmann n’envisage pas non plus de r\u00e9int\u00e9grer cette course; au lieu de cela, il a l’intention d’inclure de nouvelles applications telles que l’intelligence artificielle et, en particulier, les circuits neuromorphes dans sa gamme de produits – des circuits qui seront probablement plus demand\u00e9s dans l’industrie automobile \u00e0 l’avenir, mais qui ne r\u00e9soudront pas le dilemme actuel de l’offre.<\/span><\/span><\/span><\/p>\n

 <\/p>\n

La strat\u00e9gie d’Horstmann est d’utiliser la demande accrue pour augmenter la capacit\u00e9 de son usine. Pour ce faire, il souhaite construire un nouveau b\u00e2timent de production et augmenter encore le niveau d’automatisation – qui est d\u00e9j\u00e0 tr\u00e8s \u00e9lev\u00e9 \u00e0 l’usine de Dresde. La soci\u00e9t\u00e9 n’a pas souhait\u00e9 commenter le montant de l’investissement, mais les m\u00e9dias mentionnent \u00ab\u00a0nettement plus d’un milliard d’euros\u00a0\u00bb. Dans ce contexte, GlobalFoundries esp\u00e8re recevoir un financement du projet IPCEI de l’UE. Ce projet poursuit un objectif plut\u00f4t \u00e0 long terme, \u00e0 savoir r\u00e9duire la d\u00e9pendance de l’Europe vis-\u00e0-vis de l’industrie asiatique des puces.<\/span><\/span><\/span><\/p>\n

Il faudra donc probablement encore quelques ann\u00e9es avant que la production ne s’acc\u00e9l\u00e8re chez Globalfoundries. Et l’industrie automobile devra continuer \u00e0 faire preuve de patience pendant un certain temps.<\/span><\/span><\/span><\/p>\n

Lire aussi:<\/strong><\/p>\n

L’industrie \u00e9lectronique grignote l’industrie automobile<\/a><\/p>\n

L’automobile un tremplin pour ST pour atteindre les $12bn<\/span><\/span><\/span><\/a><\/p>\n

Renesas d\u00e9bourse $6 milliards pour racheter Dialog<\/span><\/span><\/span><\/a><\/p>\n

NXP, Infineon, TI et Renesas cibles potentielles de Samsung<\/span><\/span><\/span><\/a><\/p>\n

Related articles:<\/strong><\/p>\n

 <\/p>\n

How to break a supply chain <\/a><\/p>\n

Opinion: No quick fix for re-engineering Intel<\/a><\/p>\n

Boost for foundry market in 2021<\/a><\/p>\n

$145bn to boost Europe’s semiconductor industry<\/a><\/p>\n

Chip bottleneck continues to thwart auto industry recovery<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Dans le contexte de la p\u00e9nurie actuelle de puces (pas seulement) dans l’industrie automobile, Globalfoundries pr\u00e9voit de plus que doubler sa production. 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