半导体产业供应链精品.pptVIP

Semiconductor Supply Chain 半導體產業供應鏈 覃培雄 交大EMBA 5/19/01  以供應鏈垂直專工、虛擬整合領先世界的ⅹx半導體業 與半導體業+網路軟體業的淵源 80年代美日半導體大戰、90年代台灣異軍突起靠產業政策與商業模式 96F Stanford+Berkeley Consortium on Enterprise Internet Uses Who We are:最資深,有縱深的華人B2B軟体顧問公司 1996年創立於柏克萊:電機、經濟、企管、軟体開發顧問群 B2B Portal and Process Integration Leader in Asia since 1998 RosettaNet leader in Asia since 1999 What we do:協助台灣先進電子企業創造競爭優勢 台積、日月光、華邦、聯電、京元、威盛、世平、環電、明碁、新寶 IT enabled business excellence虛擬品圓廠、集團統合、虛擬倉儲. 電子業企業資訊團隊立功升官的忠實夥伴與長期戰友  Semiconductor Supply Chain( simplified Shipping and Logistics Materials Equipment Test Device Mftr CEM/OEM Probe SM Supply chain EC Supply chair A single, contiguous supply chain from materials to systems ResETTANET  Semiconductor Manufacturing Supply Chain Materials and equipment Process Fabrication Probe Assembly/ packaging Package burn-in Process coordination Shipping and logistics It is much more complicated upstream from the device manufacturers ResETTANET  SM Board members by segment Equipmen Foundry Fabless Test Independent evice Mftr Device Mftr ir Products Agere( Lucent) TSMC Shin-Etsu Intel Handotai Electron Chartered SPIL Micron Sumitomo Semiconductor ResETTANET  企業市場化:實体專工、虛擬整合 企業市場化有兩面:實体專工、虛擬整合 實体分工古已有之,於今為烈 Adam Smith: The division of labor is limited by the size of the market 全球聯網擴大市場規模,促進細密分工 Robert Coase: The size of the firm is determined by market transaction cost 互聯網降低交易成本迫使整合元件廠委外代工 Network Allows Higher Level of Optimum Disintegration  企業市場化之一:垂直專工 Services Equipment Distribution Service 1950′s 1970′s 2000s All done by Majority done by semiconductor supplier Majority done by third-party  新經濟大贏家密訣:虚擬整合 虛擬整合是新經濟盟主創造與爭取價值的關鍵 晶圓代工廠,虛擬晶圓廠,虛擬整合廠 創造價值:虛擬整合廠比實体整合廠成本低 爭取價值:價值鏈整合者掌握客戶、主導分配 TSMC、DELL的供應鏈整合 日月光虛擬整合世界各地購併廠