{"id":406220,"date":"2022-11-21T18:49:56","date_gmt":"2022-11-21T17:49:56","guid":{"rendered":"https:\/\/www.eenewseurope.com\/?p=406220"},"modified":"2023-02-13T17:55:38","modified_gmt":"2023-02-13T16:55:38","slug":"le-ceo-de-onsemi-parle-de-positionnement-est-optimiste-pour-for-2023","status":"publish","type":"post","link":"https:\/\/www.ecinews.fr\/fr\/le-ceo-de-onsemi-parle-de-positionnement-est-optimiste-pour-for-2023\/","title":{"rendered":"Hassane El-Khoury CEO de OnSemi : un positionnement optimiste pour 2023"},"content":{"rendered":"

La soci\u00e9t\u00e9 ON Semiconductor Corp. est en train de vendre quatre fabs et d’en acheter une autre. <\/span><\/span><\/span><\/h2>\n

Mais tout cela fait partie du plan \u00ab fab-liter \u00bb mis en place par le PDG Hassane El-Khoury. <\/span><\/span><\/span><\/p>\n

Et dans une br\u00e8ve conversation avec eeNews Europe et ECI News, El-Khoury a exprim\u00e9 un certain optimisme quant \u00e0 la position actuelle de son entreprise pour 2023. La vente a \u00e9t\u00e9 annonc\u00e9e ou ex\u00e9cut\u00e9e \u00e0 Oudenaarde, Belgique; South Portland, Maine; Pocatello, Idaho; et Niigata Japon. Ce sont des usines plus petites fabriquant sur des tranches de 6 pouces ou un m\u00e9lange de tranches de 6 pouces et de 200 mm de diam\u00e8tre (voir OnSemi sells off two more wafer fabs<\/a>). <\/span><\/span><\/span><\/p>\n

\u00ab\u00a0Nous nous concentrons sur les technologies qui offrent une diff\u00e9renciation et une capacit\u00e9 d’\u00e9volutivit\u00e9. Nous c\u00e9dons ces fabs, mais concentrons notre position existante et nous cl\u00f4turerons l’achat d’une fab de 12 pouces d’ici la fin de l’ann\u00e9e.\u00a0\u00bb Il s’agit de l’acquisition de la fab d’East Fishkill de Globalfoundries Inc. (OnSemi buys ex-IBM fab from Globalfoundries<\/a>)<\/span><\/span><\/span><\/p>\n

La fab a \u00e9t\u00e9 construite \u00e0 l’origine par IBM mais a \u00e9t\u00e9 acquise par Globalfoundries en 2015, la propri\u00e9t\u00e9 et le contr\u00f4le ont \u00e9t\u00e9 transf\u00e9r\u00e9s progressivement depuis l’annonce de l’accord en 2019. <\/span><\/span><\/span><\/p>\n

Fabrication diff\u00e9renci\u00e9e <\/span><\/span><\/span><\/h3>\n

\u00ab\u00a0C’est pourquoi nous avons laiss\u00e9 passer les d\u00e9penses d’investissement de 6 % du chiffre d’affaires en 2021 \u00e0 12 % du chiffre d’affaires en 2022. \u00c0 long terme, nous passons \u00e0 15 % en moyenne pour supporter notre technologie diff\u00e9renci\u00e9e. <\/span><\/span><\/span><\/p>\n

L’une des principales plateformes de cette diff\u00e9renciation est le carbure de silicium, tr\u00e8s demand\u00e9 pour la traction motrice des v\u00e9hicules \u00e9lectriques. Mais il existe de nombreux acteurs majeurs \u2013 tels qu’Infineon, STMicroelectronics, StarPower, Wolfspeed, Rohm \u2013 \u00e9galement sur ce march\u00e9. <\/span><\/span><\/span><\/p>\n

El-Khoury n’est pas inquiet. \u00ab\u00a0Nous avons un accord d’approvisionnement \u00e0 long terme de 4 milliards de dollars avec un client.\u00a0\u00bb M\u00eame si les ventes d’automobiles pourraient stagner l’ann\u00e9e prochaine, la croissance des VE [v\u00e9hicules \u00e9lectriques] continuera, a-t-il d\u00e9clar\u00e9.<\/span><\/span><\/span><\/p>\n

Mais cela soul\u00e8ve la question; et l’ann\u00e9e prochaine ? Avec les vents contraires macro\u00e9conomiques post-pand\u00e9miques de la r\u00e9cession et de l’inflation, les tensions g\u00e9opolitiques entre les \u00c9tats-Unis et la Chine et la guerre en Ukraine, les choses ne sont pas positives?<\/span><\/span><\/span><\/p>\n

\u00ab\u00a0Les d\u00e9penses de consommation et d’informatique ont \u00e9t\u00e9 faibles depuis le milieu de l’ann\u00e9e\u00a0\u00bb, reconna\u00eet El-Khoury, mais il exprime sa confiance dans le fait que les secteurs de l’industrie, de l’automobile, de la 5G et des infrastructures \u00e9lectriques se d\u00e9velopperont et que le fort couplage d’OnSemi \u00e0 ces secteurs contribuera \u00e0 faire avancer l’entreprise en 2023. <\/span><\/span><\/span><\/p>\n

Tester, tester<\/span><\/span><\/span><\/h3>\n

OnSemi poss\u00e8de une longue liste de sites de fabrication qui effectuent de la v\u00e9rification, de l’ assemblage et du test. Ceux-ci sont en partie h\u00e9rit\u00e9s de l’\u00e9poque des produits semiconducteurs de Motorola, mais aussi de ses acquisitions des installations de Sanyo et de Fairchild Semiconductor. Certes, dans l’assurance qualit\u00e9 automobile, il y a de bonnes raisons de garder ces choses en interne. Mais l’h\u00e9ritage d’OnSemi comprend \u00e9galement trois sites en Chine et trois aux Philippines et un en Malaisie et au Vietnam.<\/span><\/span><\/span><\/p>\n

L’accent mis par El-Khoury sur les fabs sera-t-il \u00e9galement appliqu\u00e9 \u00e0 l’assemblage et au test? <\/span><\/span><\/span><\/p>\n

\u00ab\u00a0Nous n’avons rien annonc\u00e9. En ce moment, nous remodelons notre outil d’assemblage et de test pour correspondre \u00e0 notre portefeuille de produits. Par exemple, nous nous adaptons \u00e0 la fabrication de plus de modules. Une fois que nous aurons atteint la stabilit\u00e9, nous pourrons regarder \u00e0 nouveau. Mais nous surveillons en permanence \u00ab\u00a0Nous devons toujours \u00eatre meilleurs pour faire quelque chose que quelqu’un d’autre qui est pay\u00e9 pour le faire \u00e0 notre place. Tant que c’est le cas, nous continuons \u00e0 le faire car cela apporte un avantage concurrentiel.\u00a0\u00bb <\/span><\/span><\/span><\/p>\n

Mais qu’en est-il de ces trois installations en Chine et des relations d’OnSemi avec la Chine plus g\u00e9n\u00e9ralement \u00e0 un moment o\u00f9 les \u00c9tats-Unis appliquent des contr\u00f4les d’exportation stricts ?<\/span><\/span><\/span><\/p>\n

El-Khoury ne voit pas de probl\u00e8mes \u00e0 venir. \u00ab\u00a0Nous sommes une entreprise am\u00e9ricaine et respectons toutes les r\u00e9glementations.\u00a0\u00bb Il dit que les diff\u00e9rents types de technologies d’OnSemi ne sont pas sur la liste des produits \u00ab\u00a0sujets \u00e0 restrictions\u00a0\u00bb et ne sont pas vendus directement ou indirectement pour des applications critiques ou inqui\u00e9tantes. \u00ab\u00a0La Chine est un grand march\u00e9 pour les semiconducteurs et il continuera d’en \u00eatre ainsi\u00a0\u00bb, a-t-il d\u00e9clar\u00e9.<\/span><\/span><\/span><\/p>\n

Related links and articles:<\/p>\n

www.onsemi.com<\/a><\/p>\n

News articles:<\/p>\n

OnSemi sells off two more wafer fabs<\/a><\/p>\n

On Semi buys ex-IBM fab from Globalfoundries<\/a><\/p>\n

CEO interview: Hassane El-Khoury on the \u2018greening\u2019 of Onsemi<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

La soci\u00e9t\u00e9 ON Semiconductor Corp. est en train de vendre quatre fabs et d’en acheter une autre. Mais tout cela fait partie du plan \u00ab fab-liter \u00bb mis en place par le PDG Hassane El-Khoury. Et dans une br\u00e8ve conversation avec eeNews Europe et ECI News, El-Khoury a exprim\u00e9 un certain optimisme quant \u00e0 la […]<\/p>\n","protected":false},"author":34,"featured_media":6122,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[880,883],"tags":[2263,2264,1558,2265],"domains":[47],"ppma_author":[1153,1136],"class_list":["post-406220","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-actualites-economiques","category-technologies","tag-alanlog","tag-fabs","tag-semiconducteurs","tag-sic-fr","domains-electronique-eci"],"acf":[],"yoast_head":"OnSemi CEO talks preparation, optimism for 2023 ...<\/title>\n<meta name=\"description\" content=\"In a conversation with eeNews Europe Hassane El-Khoury, CEO of OnSemi expressed optimism about how his company is now positioned for 2023.\" \/>\n<meta name=\"robots\" content=\"index, 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