Amkor
Xilinx
ShippinAgSaEnd logistics
SPIL
Agere (Lucent) Agilent Intel
LSI Logic Micron Motorola National
Semiconductor NEC
Philips Samsung
Texas Instruments
Test and burn-in
To EC industry
It is much more complicated upstream from the device manufacturers
SM Board Members by Segment
Materials
Air Products JSR
Shin-Etsu Handotai Shinko Sumitomo Bakelite Sumitomo
Toshiba Winbond
半導體產業電子化觀感分享
開宗明義
企業運籌 Logistics SCM
劉邦：『運籌策於帷帳之中，決勝於 千里之外，吾不如子房。』
如何幫助您的半導體企業在加速變動的世界 市場中運用知識來致勝賺錢。
一個粗淺的邊做邊學架構，願能駕簡馭繁。 教學超分工整合：經濟 工工 B2B IC
Shipping and Logistics
Materials
Equipment
Foundry
Assembly Test Probe
Device Mftr
Distributor
To EC CEM/OEM industry
SM Supply chain
EC Supply chain
A single, contiguous supply chain from materials to systems
Semiconductor Manufacturing Supply Chain
Materials and equipment
Design
Masks Process Package
Fabrication Probe
Assembly/ packaging
Process coordination Shipping and logistics
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.
企業市場化之二：虛擬整合
IDM
Intel TI ..
System/IC Design
Fab
Assembly & Test
IDM
Fabless
System Design IC Design
System Design IC Design
Fab
Taiwan
Foundries
Assembly & Test
Assembly & Test
After 2000
Tester
eBusiness Architecture
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 ▪96年 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
Contract Assembly
& Test
1980s
1990s
IDM
System Design IC Design
Fab
Fabless EDA System
System Design
System Design
IC
IP
IC
Design
Design
Design Services
Assembly & Test
▪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 虛擬晶圓廠、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)
Metal TOK Toppan
Masks
Eqals
Tokyo Electron
Foundry
Assembly Test Probe
Fabless Device Mftr
Independent Device Mftr
TSMC UMC Chartered
新經濟演進：一波波的專工委外
經濟生產是企業與市場交互運作的結果 新經濟的一体兩面就是電子化企業與電子市集 霧煞煞的新經濟說穿了就是一波接一波的專工委外 B2B 的首要內容就是 eSourcing eSourcing 的演進先後包含企業市場化與市場企業化 電子業的先進經驗可以幫助我們預見其他產業的未來
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
新經濟大贏家密訣：虛擬整合
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