As mentioned in our last post, robots were a huge part of Productronica this year. Check out some of the video footage at the CIRCUITS ASSEMBLY YouTube channel.
Author Archives: Mike
Robots on Parade at Productronica
Robots are the rage this year at Productronica.
An 8′ tall robot greets visitors at Productronica.While German companies are talking up Industry 4.0 (also known as the somewhat misnamed smart factory), the more significant development we’ve seen has to do with the variety and number of robots being demonstrated performing real-world tasks. (This ignores, of course, the oversized Transformer-styled edition that greeted visitors on Day 1 of the show, shown at the right.)
The other visible trend involves established equipment vendors filling out their line cards.
Redesigned DEK NeoHorizon printerThere are quite a few new placement machines. ASM has the TX series, a high-speed dual lane machine in a smaller footprint aimed at the handheld market. The company redesigned the DEK NeoHorizon screen printer; it’s lost its bubble shape in favor of cleaner, more industrial-looking straight lines that match the boxes of the Siplace placement machines. ASM also rolled out a novel feeder that ditches the traditional program and pick routine for a vision-based approach whereby an upward-looking camera directs the nozzle to the appropriate part lying loose on a tray. Reels are eliminated, as are tape and splicing. Programming is reduced to describing feeder and part number. It sounds a bit chaotic, but the cartridge used by the Bulk Feeder X can hold up to 1.5 million 01005 components (the current pickable range is 01005 to 0402; the company is working on metric 0201 and 0603 parts).
Panasonic is showing two demo lines, the NPM DX and NPM VF. The latter is a high-speed odd-form placement machine with a clinching option that feature insertion height check and PCB hole recognition. The DX is a dual-gantry, dual-lane machine with four heads (4, 8 or 16 nozzles) that is said to perform “nonstop data correction.”
The Samsung Decan S2 double-headed chipshooter is rated at 92,000 cph and handles boards up to 510 x 460 mm, with an optional 1,200 x 460mm upgrade. Component range is 03015 to 12mm.
ASM Siplace TX placement linesSpeedline is showing the MPM Edison printer, which is aimed at high-volume applications such as handhelds and automotive. The machine was also shown at SMTAI and SMT Nuremburg earlier this year. Its Vitronics Soltec cousin has the ZEVAm selective soldering platform, which is lower priced than its other lines but can process three PCBs simultaneously thanks to three full-size preheating units. The machine has tilt soldering capability for pitches under 2mm.
Heller reportedly has a fluxless reflow oven that relies on formic acid. The system reportedly was developed in a joint venture with IBM. Echoes of years (decades?) ago: The concept actually isn’t new: sources say Nokia among others experimented with it back in the day.
The partnership of ASYS and Rehm has spawned a slick reel-to-reel printed electronics line, leveraging ASYS’s handlers with EKRA printers and a Rehm infrared soldering system.
ASYS reel-to-reel handler for printed electronics.It’s hard to move around all the test and inspection equipment, which takes up more about 1.5 halls, or about as much as all the printing, placement and soldering equipment combined. Again, this is where one really can see companies stretching their product ranges. Viscom debuted the X7058 inline x-ray, its fifth generation AXI which targets the EMS industry, and the X7056, a “partial” AXI aimed at the automotive market.
Saki showed its third generation 3D AOI (called 3D ID), which among its eight cameras is a four-way side angle camera for viewing and inspection. The machine is capable of running 50% faster than the second generation model and can be programmed offline. Also new is the BF-X3, a sealed tube, 130kV x-ray which offers adjustable slicing up to 2,000 slices.
TRI rolled out a new 3D AOI (TR7700Q), SPI (TR7007QI), and upgraded its CT on the TR7600 series 3D AXI.
Vi Technology has the 5K3D inline AOI, based on its 2D AOI, featuring two laser cameras and one beam. The 3D sensor is said to have 1 micron resolution.
The A Leader Pro Series AOI has a grid laser for coplanarity checking. The machine is said to be 50% faster than its predecessor.
Yamaha upgraded its 3D x-ray called YSI-X with a 7-micron resolution high-speed option.
Landrex has a new robotic test cell, a three-way collaboration with Omni and Precise Robotics. The demonstration involved a robot picking up boards and putting them in a fixture, then returning them to their rack. The grippers and media presented could be customized, says Landrex president Jim Gibson.
We saw some LED test machines, led by Premosys, but only two flying probe testers.
ASM showed its first SPI, called Process Lens, which was built in-house (so much for the rumors they would buy Koh Young), as well as a new software tool called ProcessExpert that assesses the SPI data and can automatically reset several print parameters (printer height, pressure, stencil wipe, x-y offset).
Several companies showed industrial robots, some of which were simply flying during basic final assembly operations. Multiple cold test environmental chambers (Rehm, SMT) and vacuum soldering lines (Asscon, Rehm, Eightech Tectron, SMT) are on display as well.
Asscon VP6000 vacuum solderingThere’s not as much talk about closed loop feedback this year, probably because it’s been supplanted by Industry 4.0.
What’s also apparent is that no company has emerged to displace the established world order. So while there are companies not known on the world stage everywhere at the Munich show this week, it’s clear that the next two years will bring more of the same.
Ed.: Check out the robots in action on the CIRCUITS ASSEMBLY YouTube channel.
The New Verticals
Chasing the vertical OEMs is not a new strategy in EDA.
But it is becoming that much more widespread as the major players extend their reach from automotive (long the domain of Mentor Graphics) to other sectors.
Semiconductor design companies — the linchpin to the product development and cash flow of Synopsys, Mentor and Cadence — are expected to consolidate over the near term, and the revenue outlook from that market is being tempered.
But the “new verticals” — military, aerospace, IoT, cloud — offer the chance for the EDA titans to extend their reach by not only selling IC design software but also an ever-growing array of emulation, analysis, and system design tools to a single customer. Doing so tightens the binds between EDA firm and customer, potentially making the deal more profitable as some list price devaluation that naturally occurs with bundling is offset by a lower cost of sales (including commissions).
As Cadence CEO Lip-Bu Tan said this week, “We had been emphasizing system design development. That basis is providing the entire vertical solution spec that is from IT tool and PCB and a host of system design and verification and we strongly believe that is the strategy going forward to meet the requirement of some vertical (markets).
“IoT, the cloud infrastructure and the massive cloud infrastructure fueling up; the automotive as kind of the connective devices; some of the medical field and DNA sequencing … and a few others: those can be clear application for some of our IT portfolio and some of our EDA flow and also some of our hardware PCB and system analysis requirements.”
We are starting to hear the major EDA companies discuss the PCB segment on their quarterly conference calls. This is an emerging trend; not long ago PCB was an after-thought to most analysts because the revenues were so puny compared to those of semiconductor. Now that PCB is part of a larger strategy, as opposed to simply a (profitable) business unit, that’s changing.
As this strategy ramps, it could very well shift the scope of acquisitions by the major EDA players. For decades, Synopsys has stayed far away from owning PCB design tools although some of its tools have been tied into Zuken’s. Its last foray into PCB came when it acquired Viewlogic in 1997; management quickly bought out the PCB design segment the next year. Would a shrinking semi customer base lure them back in?
Most PCB design M&A related deals these days are tied to filling gaps in technology. There’s still a disconnect between ECAD and MCAD, and there will be some shakeout as new disruptive hardware startups enter the field. So while Cadence and Mentor are pursuing true top-down strategies, not everyone is following suit.
Altium corporate director, technology partnerships and business development Dan Fernsebner told me at PCB West last month, “Incubators and hardware startups have to put products out very quickly, and they have to be right the first time.” Fernsebner says the model for these companies is shifting from enterprise engineering to relying on reference designs.
Does the change to entrepreneurship pose a challenge for the developers in terms of having to reevaluate their business models, I asked Fernsebner. “I think you’ll see explosive new companies changing the business model for those who have been in it for years,” he said, citing Telsa, Nest and Skully, companies that develop products that are field-upgradeable.
It’s rare that any single model wins out completely. But if the end-customers in key industries begin to flex their muscles, it won’t be long before the M&A activity gets really interesting.
Post-Leever, Who Will Pull Platform’s Levers?
Not sure whom Platform Specialty Products has in mind to replace Dan Leever, but it’s not going to be an easy gig.
Leever is a second-generation PCB guy whose father, Harold, was MacDermid’s first R&D chemist and eventually led a group of employees who purchased the firm from its founder in 1959. Dan joined the firm in 1982, and became CEO in 1990. He took it private in 2007, returned the firm to profitability, then was prepared to take in public again in 2011 before scrapping the IPO and selling to Platinum.
Leever was promptly put in charge of Platinum and, since then, has been on an acquisition streak, gobbling up OMG’s printed circuit chemistry unit and Alent, which includes competitor Enthone plus solder materials maker Alpha.
Leever knows the quirks of the PCB industry through and through, having endured three major downturns and the near-complete geographical transformation of the market. His decision to retire leaves Platform in a bit of a pickle, faced with absorbing and integrating the pending acquisitions, plus turning around a debt-laded balance sheet.
Whomever they bring in — and Leever is said to be having a hand in picking his replacement — will have a company capable of best-in-class product development but will face scrutiny from investors and analysts over the company’s finances for some time to come.
Solder Defects Causes and Cures Webinar
If you missed the SMTA International preshow webinar supported by CIRCUITS ASSEMBLY you can view it online here.
Printing solder paste or other conductive material requires zero defects printing if a high first-pass yield is to be achieved when using fine-pitch components. Monitoring and control of paste height and volume are becoming the norm in many markets, but what capability can we expect?
Correct printer setup, good stencil design and manufacture plus consistent printing materials are key to successful manufacture but inspection and monitoring the performance makes a process more robust. The same three-dimensional inspections are required in other AOI applications like solder joint analysis. There are common process defects during printing and reflow, Willis says, and the webinar shows causes and cures to help yield improvement.
The webinar is presented by Bob Willis and covers:
- Solder paste inspection standards
- Soldering yield impact with poor printing
- Common solder paste defects
- Impact on reliability based on paste thickness
- Solder joint inspection defects
- Common process defects causes and cures
Results of survey of 98 engineers from last week’s webinar on process defects.
Foxconn Labor Strategy Emblematic of China’s Growing Influence
A pair of University of Padua researchers have written a really interesting comparison of Foxconn’s management practices in Turkey and the Czech Republic versus those in China.
Among the findings:
- Foxconn relies heavily on a temporary work staff in the CR, where 40% of its 9,000 workers are temporary, but all its 350 staff in Turkey are direct.
- In both countries, Foxconn’s strategy is to drive down labor costs.
- Foxconn leans heavily on the respective countries for financial support in the way of tax rebates, worker hiring rebates, tax holidays and other incentives.
- Foxconn actively seeks to minimize the influence of worker unions.
The researchers say the emergence of China is having a direct impact on labor practices elsewhere, and global production is inseparable from “social reproduction.” It’s worth a read.
PCB West Next Week
I’d like to remind readers to register now for PCB West, the Silicon Valley’s largest trade show for printed circuit board design, fabrication and assembly.
The show takes place next week at the Santa Clara Convention Center. It includes a three-day technical conference, featuring nearly 70 presentations, which on average run more than 2 hours apiece. PCB West has always been different from other conferences in that regard. Founder (and UP Media Group president) Pete Waddell, a former designer himself, recognized that there was big hole where in-depth training for board designers should be. PCB West fills that hole.
The conference runs Sept. 15-17. There is also a trade show featuring more than 100 leading suppliers to the electronics industry on Sept. 16. The exhibits are free, and there will be a free lunch on the show floor, plus a happy hour starting at 5 pm.
The show also includes 11 free sessions covering everything from laminates to signal integrity to board assembly. We strongly encourage anyone involved in the electronics supply chain to stop in.
Visit pcbwest.com for more details and to register.
Comparing Emerging Markets for EMS Production
How do various regions compare when it comes to locating EMS plants? Joe Fama, a veteran of 30 years with EMS companies around the world, wanted to explore this question.
He developed the initial table below, with some embellishments by CIRCUITS ASSEMBLY.
We thought it would be an interesting project to crowd source. As such, readers are encouraged to submit their ratings for any country with which they are familiar by clicking on this link and completing the short survey. There are 15 countries listed in all. We will continue to update this matrix as inputs are received. (Please note that all responses are anonymous.)
Investment Promises Don’t Add Up
My latest editorial considers the disconnect between reports of future investments Foxconn and what actually comes to pass. Too often, the astronomical sums reported don’t ever turn into real new employment.
Life in the Sun
We are seeing a warming trend in the solar industry, with Flextronics, Celestica and others publicly talking up the renewable energy sector.
In Juárez, Flextronics’ manufacturing plant has reached its maximum capacity production of 1.3 million solar panels a year.
Meanwhile, Celestica poured millions of dollars in the June quarter into ramping production for solar lines in Asia. Speaking to analysts on July 23, CFO Darren Myers said, “[W]e think there is a lot of exciting opportunities for us within solar.”
It was just five years ago when the solar industry was growing like gangbusters, fueled by massive government investments and incentives. Then came the crash in 2012, which prompted some conglomerates to offload units (read: Dover) that had become dependent on those markets.
But the market has heated up again. In the US alone, one major trade group believes the installed solar panel capacity will double, to 40GW, between in 2014 and the end of next year. Another industry watcher forecasts a 36% gain worldwide this year alone.
Whether the gains will sustain themselves after US government tax credits on home installations run out is anyone’s guess. For now, at least, EMS companies are once again basking in solar’s warm glow.