Flexible Hybrid Electronics: Separating Hype from …€¢ Transparent • Biocompatible ... Display...
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Flexible Hybrid Electronics: Separating Hype from Revenue Jason Marsh – NextFlex: Director of Technology
Transcript of Flexible Hybrid Electronics: Separating Hype from …€¢ Transparent • Biocompatible ... Display...
Flexible Hybrid Electronics: Separating Hype from Revenue
Jason Marsh – NextFlex: Director of Technology
Agenda• What is the NNMI and NextFlex
• What is FHE?
• How much FHE Revenue Exists Today
• Why are People so Excited About FHE
• What is the Potential for FHE
• What are we doing to move it forward?
Process for Formulating NNMI
Rep Tom Reed
R NY-23
Rep Joe Kennedy
D MA-4
Passed House
Sept 15, 2014
100 CoSponsors (51D, 49R)
Sen Sherrod Brown
D Ohio
Sen Roy Blunt
R Missouri
Passed Senate w/ 2015
Appropriations
Dec 11, 2014
18 CoSponsors (10D, 7R, 1I)
December 16, 2014
RAMI Bill & NNMI Signed by
President
Other Institutes in Planning:
Open topic competition –addressing “white space” between mission agency topics
Selected topic competitions supporting Agency mission – using agency authorities and budgets
Flex. Hybrid Elec.San Jose, CA
Additive Mfg.Youngstown,
OH
ElectronicsRaleigh, NC
Light/Modern Metals
Detroit, MI
Adv. Composites
Knoxville, TN
Albany & Rochester,
NYDigital Mfg &
Design.Chicago, IL
Smart Mfg.for Energy Efficiency
Proj. Award TBD
INSTITUTES IN DEVELOPMENT
TopicTBA
• Nearly $500M Federal funding
catalyzed over $1.2B cost
share from consortia
• Institutes have attracted
hundreds of companies and
universities as active partners
from across the country
Building a National Network of InstitutesNetwork Status
ESTABLISHED INSTITUTES
Revolutionary Fibers & Textiles
Boston, MA
A UGUST 28 , 2015
Establishment of NextFlexEstablished 28 August 2015
Lead FlexTech Alliance
Hub Location San Jose, California
Proposal Contributors 145+ in 27 states
Federal Funding $75 million over 5 years
Committed Matching $96 million
Government Agencies Engaged 17 DOD & OGAs
Technology Readiness Levels (TRLs)
Manufacturing Readiness Levels (MRLs)
Active Members
Corporate Academic/Non-Profit Federal Government
Tier 2
Tier 1
Tier 3
Tier 2
Tier 3
Economic Development
State/Local Government
Tier 1
Associations
Agenda• What is the NNMI and NextFlex
• What is FHE?
• How much FHE Revenue Exists Today
• Why are People so Excited About FHE
• What is the Potential for FHE
• What are we doing to move it forward?
NextFlex FHE Vision
Why FHE?
• Flexible• Stretchable• Conformable• Transparent• Biocompatible• Lightweight• Cost Effective
Photo Source: Phillips
Photo Source: DuPont
Photo Source: Phillips
Photo Source: University of Mass., Lowell
FHE Systems
Printed Antenna
Integrated Si Die
Printed BatteryStrain Gage
Skin Contact
Stretch ConductorCMOS Radio
Die on Stretch Die Thinning
Antenna Print
Trace PrintDie Placement
Integration & Lamination
FHE in a Market Research Box
Flexible Hybrid Electronics
Integrated System
Integrated System
Application/ Attribute Defined
Semiconductor
Component
Process/Material Defined
DisplayComponent
Function Defined
DUAL USE
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Full Spectra Au-M1-S1 with ssweat09262014
DI Water0.1 uM Orexin-A
1 uM Orexin-A10 uM Orexin-A100 uM Orexin-A
500 uM Orexin-A1000 uM Orexin-A
Impe
da
nce
(o
hm
)
Frequency (Hz)
The Challenge with Pure PE• Unimpressive Mobility @ Operating Temp• VT Shift• It works in Display?
• 2x10-9
Duty Cycle
• Amorphous Silicon/Metal Oxides• Polymer• Carbon Nanotubes/Graphene (promising mobility)
Everything is a Tradeoff
0123456789
10Reliable End Device
Cost Effective
High PerformanceRobust Supply Chain
System DesignOptions
VLSI ASIC
Flex PCB & COTS
FHE
Pure Printed Electronics
• FHE is the best combination for low and
mid value asset edge devices
FHE vs Other System Options
System Interconnect Methods
• Thick Film
• Thin Film (Vaccum Deposition)
• Foil Lamination
• Plating
• Conductive Polymer
FHE Project ExampleFHE
Approach
PCB
Approach
Prototype $ $40 $200
IC & COTS BOM * $11 $11
Production Volume $ * $15 $22
Production Volume $ w/ Printed
Passives & Logic * $4 N/A
Production Volume Printed w/ Thin
Battery $22 $40
Production Printed w/ Printed
Battery $8 N/A
Target for CNT Aproach $1 N/A
*(without Battery)
Agenda• What is the NNMI and NextFlex
• What is FHE?
• How much FHE Revenue Exists Today
• Why are People so Excited About FHE
• What is the Potential for FHE
• What are we doing to move it forward?
FHE Revenue
OLED Display, $15,300
RFID, $11,100
Sensors (Printed & FHE),
$6,600
Conductive Ink, $2,300
E-paper displays (front plane),
$400
AC EL displays, $80
OLED Lighting, $15 Electochromicdisplays, $2 Logic & memory, $8
Printed/thin film batteries, $5
OPV, DSSC, $1
New FHE Applications, $0
2015 Revenue by Segment (USD $M)
OLED Display RFID Sensors (Printed & FHE) Conductive Ink
E-paper displays (front plane) AC EL displays OLED Lighting Electochromicdisplays
Logic & memory Printed/thin film batteries OPV, DSSC New FHE Applications
Agenda• What is the NNMI and NextFlex
• What is FHE?
• How much FHE Revenue Exists Today
• Why are People so Excited About FHE
• What is the Potential for FHE
• What are we doing to move it forward?
Why is there so much interest in FHE?
39%
8%
4%
8% 10%
29%
32%
42%
-9%
4%
-8%
19%
37%
-32%
1%
18%
28%
7%
9%
3%
-3%
-9%
32%
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5%
10%
0%-2%
2%
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-10%
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$0
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US
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Semiconductor Revenue Annual Growth• Semiconductor is estimated to
contract in 2016
• Display is moving to flex or seeing
margin erosion
• Thin Film PV market was eviscerated
by China and falling Silicon prices in
2009
Agenda• What is the NNMI and NextFlex
• What is FHE?
• How much FHE Revenue Exists Today
• Why are People so Excited About FHE
• What is the Potential for FHE
• What are we doing to move it forward?
What’s Driving the DataThe Edge Device Economic Driver
• Smaller
• Faster
• Lower Power
• More Reliable
• Greener
• Cheaper
FHE Device Requirements
• Robust ROI (the money is already being spent)
• Product Lifecycle Considerations
• Unobtrusive Form Factor
Why? Our Time Domain World• When we have gone from manual operation in many process to
automation we have relied too heavily on the time domain…
Time Domain vs Need Domain• We rely far too heavily on the time
domain for automation
• Significant waste can be eliminated by operating in a “need” domain
A Basic Example – Food Waste
• Avg Cattle = 490 lbs of dressed meat
• Avg Cattle value = $735
• Approximate Value of 75 million Cattle = $55Bn
Major OEMs and EMS with FHE Activity
Agenda• What is the NNMI and NextFlex
• What is FHE?
• How much FHE Revenue Exists Today
• Why are People so Excited About FHE
• What is the Potential for FHE
• What are we doing to move it forward?
Accelerating the Timeline
Funded
Projects
Lab Activity
Production
Standards
&
Guidelines
Strategic
Road Maps
Workshops
&
Conference
s
IP
Collaboration
Workforce
Developme
nt
• Oct 2015 – Government SME Workshop to establish TPD Areas
• Nov 2015– PC 1.0 Launched - $8M in Funding Allocated for
Human and Asset Monitoring
• Jan 2016 – GE Hosted Workshop for Roadmap Areas
• Feb 2016 – FlexTech Conference in Monterey and 2 Day Road-
mapping Sessions with 174 Participants
• May 2016 – PC 2.0 Launched - $10M in Federal Funding
Allocated for 9 Topics for PC 2.0 with WFD
• June 2016 – Design, Modelling and Simulation Workshop and
Materials Data Workshop in San Jose
Strategic Road-mapping FrameworkTPD1 Human Monitoring
TPD2 Asset Monitoring
TPD3 Integrate array antenna systems
TPD4 Soft robotics
Demos 1
Key Features
1.
2.
Demos 1
Key Features
1.
2.
“What” we do• Led by Tech council
• Strong end-user participation
• Demos describe “What” the institute
is doing in manufacturing
• Revised annually
MT1. Device Integration and Packaging
MT2. Materials
MT3. Printed Flexible Components& Microfluidics
MT4. Modeling & Design
MT5. Standards, Test & Reliability
“How” we do it• Industry Led at WG level
• Clear boundaries, detailed
roadmaps and deliverables feeding
into TPDs
• Develop “How” – gap analysis
• Drive Project Calls
• Revised semi-annually
TIME
In March we had 660 attendees at FLEX2016 from Industry, academia, government (FTA run)
Technical Working Groups: 140 participants focused on the Roadmapping
Human Monitoring Systems2016 2017 2018 2019 2020 2021 2022
Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4
Medical
Wearable vital sign monitors for clinical decision making; Smart
bandages for wound monitoring and healing
Wearable non-invasive sensors for body temperature, fluid-based biomarkers, and ultra sound sensors for infectious and chronic disease
monitoring
Wearable sensors for - protein bio-marker for stress, fatigue, infection; drug metabolite sensing for optimal delivery;
rehab assisting device
Wearable smart monitoring system for rehabilitation assistance
Extreme Performance
Wearables sensors for performance monitoring -hydration, electrolyte, gait, impact (sensors for helmet, knee/elbow pads),
injury event; tactile display for sensory substitution; Also relevant for occupational exertion area
Wireless injury event warning system for first responders
Smart patches for soft tissue monitoring to assess micro stress strain and fatigue of musculo-
skeletal and vascular systems
Smart adaptable athletic wear for temperature and pressure control
Occupational
Wearable sensors for- monitoring cognitive load attention, and
sleep deprivation; indicating proper use of personal protection
equipment -all industrial and military application
Wearable devices with integrated environment (Temp, humidity, smoke, toxicity, moving
objects etc.) risk sensing capabilities.
Wearable sensors for human-robot/machine interaction & collaboration tracking
WellnesWear and Forget (such as instrumented wardrobe) health and wellness status-check system akin to the "check
engine light"
FHE Materials Scale Up
Thinned Device Processing
Device / Sensor Integrated Printing /
Packaging
System Design Tools
Reliability Testing &
Monitoring
5 Focus Areas
Outreach
a
Growing a Lean and Flexible Workforce Program – Nationally and Locally
Education / Employment
Taxonomy
Operating in FHE
environments
Apprenticeships
Innovating in FHE
environments
InternshipsHacking 4
Defense
FabLab
K-12 Full Spectrum
TRL Tours
Project Calls Year 1 Pilots
NextFlex coordinated meeting
between San Jose Workforce
Investment Board and Bestronics
NextFlex coordinated HS
tour of the Jabil Blue Sky
Center
Initiated Taxonomy Study
Kicked off coordination for Internship and Apprenticeship
Pilots in OH and CA
Commenced Outreach Tours within the Hub
Region
Hacking 4 Defense pilot programs
NextFlex HQ Layout
Assembly Area( c las s 10 ,000 C lean Room )
Te
st
an
d
Me
as
ure
me
nt
La
b(c
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s 1
0,0
00
Cle
an
Ro
om
)
Seminar, Training and
Workforce Development
Mechanical
Lab
Wearables
Lab
Product
Display
Design
Lab
Materials
Registry
Library
Cubicles
Conf
Co
nf
Conf
Board
Room
Ship
Receive
Break Room
Lunch
Room
Screen
Exp
Printing and Additive
Processing Area(c lass 10,000 Clean Room)
Lo
bb
y
Co
nf
Co
nf
