Future Trends in Ultra Pure Water

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Future Trends in Ultra Pure Water
Future TRENDS
in UPW!!!
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Future Trends in Ultra Pure Water

• Ultrapure Water Market
• Governing and Regulatory Bodies
• UPW Providers
• Changes to Market Conditions
• Impact on Instrumentation
• Looking Ahead

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Ultrapure Water Market
Three Core Market Segments...
lt Micro-Electronics
Pharma-Biotech gt

• 2.8B in 2000
• 2.4B in 2002
• 2.9B in 2005
• Reach 4.4B by 2007

Power Generation gt
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Ultrapure Water Market
Distribution of Ultrapure Water Spend

• SAMSUNG Building 12 Billion Flat Panel FABs
• in Chungcheongnam, South Korea
• Genentech Expanding in Vacaville, CA
• 600 Million Largest Plant
• Coal Plant China to spend 130 Million
• Coal uses 41 ratio over
  CGNG

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Ultrapure Water Market - SEMI

• SEMICONDUCTOR LARGEST SEGMENT
• Moving away from IDM to FABlite and FABLESS
  Model
• Trend towards 300MM Wafer Production from 200MM
• 16 x 300MM FABs planned for 2005 _at_ 4-7B each

CAPEX CLUB is Shrinking. Therefore only
privileged few can continue to build FABs
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Ultrapure Water Market - PHARMA
Top Pharmaceutical Manufacturers
Top BioPharma Manufacturers
A research-based, global pharmaceutical company
that discovers, develops, manufactures and
markets leading prescription medicines for humans
and animals as well as many of the world's
best-known consumer healthcare products.

• Pfizer
• GlaxoSmithKline
• Merck
• AstraZeneca
• Johnson Johnson
• Aventis
• Bristol Myers Squibb
• Novartis
• Pharmacia
• Wyeth
• Lilly
• Abbott
• Roche
• Schering-Plough
• Takeda
• Sanofi
• Boehringer-Ingleheim
• Bayer
• Schering AG

Both Use Purified Water as an ingredient or
Excipient An inert substance used as a diluent
or vehicle for a drug.

• Productivity has fallen from an average of 1.5
  new drugs annually in 1990s to just under 1 new
  drug/product since 2000
• Most regulated industry / Most Profitable
• Increasing cost pressures Canada sourced drugs
• RD Costs surpassing 0.5B per Drug
• Drug companies remain among most profitable

A global biotechnology company that discovers,
develops, manufactures and markets human
therapeutics based on advances in cellular and
molecular biology.
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Ultrapure Water Market - POWER
550 Coal Fired Power Plants Nationwide
Pure Water used in Steam Cycle
Over 100 Nuclear Power Reactors
50 of Coal Plants are over 30 years old
Deregulation reaching diminishing returns
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Governing Regulating Bodies

• SEMICONDUCTOR
• - BALAZS now part of Air Liquide provides
  laboratory standards and testing
• for SEMI Industry ASTM sets measurement
  guidelines
• - SEMATECH.org Consortium provides a ITRS
  (International Technology
• Roadmap for Semiconductors) 1000 more times
  productive in 15 years!
• PHARMACEUTICAL/BIOPHARMA
• USP 28 NF 23 Provides FDA-enforceable
  standards. Also includes includes
• tests, analytical procedures, and acceptance
  criteria.
• USP lt643gt for TOC limits 0.05- 0.5 mg/L
  Suitability
• USP lt645gt for Conductivity Limits 1.3 µS/cm _at_
  25 C
• FDA-PAT (Process and Analytical Technology
  Initiative)
• Develop systems for analyzing, controlling
  manufacturing
• through risk managed quality assurance via
  process analyzers
• POWER
• - EPRI (Electric Power Research Institute)
  technical study (RP2712) to determine the effects
  of cycle
• chemistry on corrosion of the feed water of
  Power plants established measurement
  guidelines.
• VGB similar group to EPRI in Europe based in
  Germany which establishes similar guidelines
• NRC (Nuclear Regulatory Commission) regulates
  Nuclear Power Plants and establishes requirements
  on
• licensing, plant safety, operations, and
  monitoring.

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UPW Providers

• PreVUE Systems Modular USP Purified Water
  Generation
• Modular Design RO/CDI with Pre-Treatment
  Softeners and Final UV
• Provides USP Quality Water, WFI, or non
  compendial high purity water

Mixed Bed Deionization
Continuous Deionization
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Changes in Market Conditions
Similar Forces at Work for UPW providers Capital
Cycles between boom and bust are becoming harder
to sustain Growing needs in marketplace to become
a full service provider take ownership of
system Global Capability now a requirement, yet
need for local support rising
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Changes in Market Conditions
(151B)
(96B)
INDUSTRY CONVERGENCE
GE OSMONICS
Glegg Water
DRIVERS Expand Product Portfolio, Global Reach
Solutions Approach, Leverage Resources
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Impact on Instrumentation
TWO-FOLD
Cost Driven Approach!
(Two Inputs Mix n Match)
(Six Sensor Inputs Mix and Match One size
fits ALL!)

• Move towards Multifunctional Devices!
• Technology and Innovation Driven
• Phone, PDA- Web, Email, organizer,
• Bluetooth technology, Digital Camera, MP3 Player

(Four Inputs Mix n Match)
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Looking Ahead
Growing need to drive the limits of detection
down!!! PPB limits to PPT and
BEYOND. Overcome Challenges gt Trace Level CO2,
Arsenic, Copper
GE used Six Sigma to improve overall quality and
reliability! This effort is being expounded
upon as 0.999999953 Reliability known as Seven
9s (Uchida Plan) Go from Box to Process
Monitoring via Smart Devices
Consolidate Control Interface to a Single
Controller Eliminate Panel mounted
instrumentation Provide Smart Sensors with
digital/wireless outputs Operators will stay
Always Connected!
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Bright Future Ahead
Water is a FINITE RESOURCE As populations grow,
countries will develop their industrial base and
standards of living.. The need for all levels of
water treatment will increase
This new living standard will place increased
demands on Microelectronics, BioPharma, and Power
Generation.
All use UPW in their processes.. THE FUTURE IS
BRIGHT!!!