Marketing Forum
on
The Business of Microelectronics

presented by
Global Business Council (GBC – formerly MMRC)

Free of Charge for all IMAPS 2004 ATTENDEES!

Wednesday November 17, 2003
Session WP12 - 1:20-2:50 PM
Session WP13 - 3:40-5:05 PM

Session Co-Chairs:
Michael P. O’Neill, Heraeus Inc., CMD (Chairman, GBC Steering Committee)
Howard Imhof, Metalor Corp
John Voultos, DuPont

The GBC will again offer a free-of-charge Marketing Forum to all IMAPS 2004 attendees who wish to participate. The Marketing Forum will be held on Wednesday afternoon, November 17, 2004, at the Long Beach Convention Center, Long Beach, CA.

2004 has shaped up to be year of broad based growth. All market segments appear to be in growth mode and profits are now rising. But how long will it last – through 2005 only or longer? Which market segments will sustain through the next downturn? While there is overall growth, how is that growth skewed regionally? What is the impact of outsourcing not only on the diminishing manufacturing resources regionally but on product design infrastructure? Will China’s rapid growth be sustained and who is poised to capitalize from it? Are there any “killer apps” driving growth? Is today’s global buyer more conscious about quality and delivery or price? The answers to these and more questions will be discussed.

This session will help clarify the global and regional differences in the state of the microelectronics and packaging industry. Key market and supply chain areas will be reviewed.

Speakers will discuss their analysis and insights into various current and emerging market areas of interest to both current and prospective IMAPS members. The Forum will feature five presentations with a panel discussion at the end that will allow for audience participation in this not to be missed event!

Preliminary Program Topics

1:20 PM: [title for Global Electronics Forecast/Overview]
Jim Walker, Gartner Dataquest

1:50 PM: [title for Updated Global Semiconductor Forecast]
Bill McClean, IC Insights

2:20 PM: Semiconductor Systems Drivers
Alan K. Allan, Intel

2:50 PM: BREAK

3:40 PM: Lead-Free: A European Perspective for Hybrid Microcircuit and Passive Component Materials
Quentin Reynolds, Heraeus Materials Ltd.

4:10 PM: [title for Asia Market Forecast/topic]
Jan Vardaman, TechSearch International

4:40 PM: Panel Discussion
Moderator –Jeff Demmin, Tessera