半導(dǎo)體產(chǎn)業(yè)供應(yīng)鏈管理概論課件

半導(dǎo)體產(chǎn)業(yè)供應(yīng)鏈

覃培雄交大EMBA

5/19/01SemiconductorSupplyChain半導(dǎo)體產(chǎn)業(yè)供應(yīng)鏈覃培雄交大EMBA

5/19/01Sem1與半導(dǎo)體業(yè)+網(wǎng)路軟體業(yè)的淵源80年代美日半導(dǎo)體大戰(zhàn)、90年代臺(tái)灣異軍突起靠產(chǎn)業(yè)政策與商業(yè)模式96年Stanford+BerkeleyConsortiumonEnterpriseInternetUsesWhoWeAre:最資深，有縱深的華人B2B軟體顧問(wèn)公司1996年創(chuàng)立於柏克萊：電機(jī)、經(jīng)濟(jì)、企管、軟體開(kāi)發(fā)顧問(wèn)群B2BPortalandProcessIntegrationLeaderinAsiasince1998RosettaNetLeaderinAsiasince1999WhatWeDo:協(xié)助臺(tái)灣先進(jìn)電子企業(yè)創(chuàng)造競(jìng)爭(zhēng)優(yōu)勢(shì)臺(tái)積、日月光、華邦、聯(lián)電、京元、威盛、世平、環(huán)電、明碁、新寶…ITenabledbusinessexcellence虛擬晶圓廠、集團(tuán)統(tǒng)合、虛擬倉(cāng)儲(chǔ)…電子業(yè)企業(yè)資訊團(tuán)隊(duì)立功升官的忠實(shí)夥伴與長(zhǎng)期戰(zhàn)友以供應(yīng)鏈垂直專(zhuān)工、虛擬整合領(lǐng)先世界的xx半導(dǎo)體業(yè)與半導(dǎo)體業(yè)+網(wǎng)路軟體業(yè)的淵源以供應(yīng)鏈垂直專(zhuān)工、虛擬整合領(lǐng)先世2SemiconductorSupplyChain(simplified)ToECindustryMaterialsShippingandLogisticsEquipmentFoundryAssemblyTestProbeDeviceMftrDistributorCEM/OEMAsingle,contiguoussupplychainfrommaterialstosystemsECSupplychainSMSupplychainSemiconductorSupplyChain(si3SemiconductorManufacturingSupplyChainToECindustryTestandburn-inAssembly/

packagingProbeFabricationProcesscoordinationShippingandlogisticsDesignMaterialsandequipmentMasksProcessPackageItismuchmorecomplicatedupstreamfromthedevicemanufacturersSemiconductorManufacturingSu4ShippingandlogisticsMaterialsMasksPackageEquipmentFoundryAssemblyTestProbeFablessDeviceMftrIndependentDeviceMftrAirProductsJSRShin-EtsuHandotaiShinkoSumitomoBakeliteSumitomoMetalTOKToppanAppliedMaterialsTokyoElectronTSMCUMCCharteredAmkorASESPILXilinxAgere(Lucent)AgilentIntelLSILogicMicronMotorolaNationalSemiconductorNECPhilipsSamsungTexasInstrumentsToshibaWinbondSMBoardMembersbySegmentShippingandlogisticsMaterial5半導(dǎo)體產(chǎn)業(yè)電子化觀感分享企業(yè)運(yùn)籌1Logistics1SCM劉邦：『運(yùn)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(dǎo)體企業(yè)在加速變動(dòng)的世界市場(chǎng)中運(yùn)用知識(shí)來(lái)致勝賺錢(qián)。一個(gè)粗淺的邊做邊學(xué)架構(gòu)，願(yuàn)能駕簡(jiǎn)馭繁。教學(xué)超分工整合：經(jīng)濟(jì)

è工工è

B2B

èIC開(kāi)宗明義半導(dǎo)體產(chǎn)業(yè)電子化觀感分享企業(yè)運(yùn)籌1Logistics16新經(jīng)濟(jì)演進(jìn)：一波波的專(zhuān)工委外經(jīng)濟(jì)生產(chǎn)是企業(yè)與市場(chǎng)交互運(yùn)作的結(jié)果新經(jīng)濟(jì)的一體兩面就是電子化企業(yè)與電子市集霧煞煞的新經(jīng)濟(jì)說(shuō)穿了就是一波接一波的專(zhuān)工委外B2B的首要內(nèi)容就是eSourcingeSourcing的演進(jìn)先後包含企業(yè)市場(chǎng)化與市場(chǎng)企業(yè)化電子業(yè)的先進(jìn)經(jīng)驗(yàn)可以幫助我們預(yù)見(jiàn)其他產(chǎn)業(yè)的未來(lái)新經(jīng)濟(jì)演進(jìn)：一波波的專(zhuān)工委外經(jīng)濟(jì)生產(chǎn)是企業(yè)與市場(chǎng)交互運(yùn)作的結(jié)7企業(yè)市場(chǎng)化有兩面：實(shí)體專(zhuān)工、虛擬整合實(shí)體分工古已有之，於今為烈AdamSmith:“Thedivisionoflaborislimitedbythesizeofthemarket.”全球聯(lián)網(wǎng)擴(kuò)大市場(chǎng)規(guī)模，促進(jìn)細(xì)密分工RobertCoase:Thesizeofthefirmisdeterminedbymarkettransactioncost.互聯(lián)網(wǎng)降低交易成本迫使整合元件廠委外代工NetworkAllowsHigherLevelofOptimumDisintegration企業(yè)市場(chǎng)化：實(shí)體專(zhuān)工、虛擬整合企業(yè)市場(chǎng)化有兩面：實(shí)體專(zhuān)工、虛擬整合企業(yè)市場(chǎng)化：實(shí)體專(zhuān)工、虛8企業(yè)市場(chǎng)化之一：垂直專(zhuān)工企業(yè)市場(chǎng)化之一：垂直專(zhuān)工9新經(jīng)濟(jì)大贏家密訣：虛擬整合虛擬整合是新經(jīng)濟(jì)盟主創(chuàng)造與爭(zhēng)取價(jià)值的關(guān)鍵晶圓代工廠，虛擬晶圓廠，虛擬整合廠創(chuàng)造價(jià)值：虛擬整合廠比實(shí)體整合廠成本低爭(zhēng)取價(jià)值：價(jià)值鏈整合者掌握客戶(hù)、主導(dǎo)分配TSMC、DELL的供應(yīng)鏈整合日月光虛擬整合世界各地購(gòu)併廠新經(jīng)濟(jì)大贏家密訣：虛擬整合虛擬整合是新經(jīng)濟(jì)盟主創(chuàng)造與爭(zhēng)取價(jià)值10SystemDesignICDesignTaiwan

FoundriesContractAssembly&TestSystemDesignICDesignFabAssembly&TestDesignServicesFoundryAssembly&TestIPICDesignICDesignIDMSystem1980s1990sAfter2000SystemDesignSystemDesignAssembly&Test

Fab

FabAssembly&TestSystem/ICDesign

SystemDesignICDesignIntelTI..IDMFablessIDMFablessEDATester企業(yè)市場(chǎng)化之二：虛擬整合SystemTaiwan

FoundriesContrac11

eBusinessArchitectureRepositoryDatabaseSCMPDMERPMESCRMAdapterSMTP.FTPVAN,EDIeBusinessDirectSupplier/CustomerSupplier/customerExtricityWebChannelNetMarketPortalEDIPartnerChannelInterfaceDatabaseMiddleWareRosettaNeteBusinessArchitectureReposito12經(jīng)濟(jì)知識(shí)化、產(chǎn)業(yè)電子化與企業(yè)運(yùn)籌經(jīng)濟(jì)知識(shí)化、知識(shí)網(wǎng)路化與企業(yè)的運(yùn)籌課題超分工整合：半導(dǎo)體超高度集成驅(qū)策B2B2B2B2B…資訊流產(chǎn)銷(xiāo)脈絡(luò)管理：提高價(jià)格靠集結(jié)特長(zhǎng)、降低成本靠廣泛交易押中利基產(chǎn)品：PCèIA、

梯階式創(chuàng)新è

過(guò)河式創(chuàng)新機(jī)動(dòng)組隊(duì)生產(chǎn)：TSMCèTSVC變形蟲(chóng)產(chǎn)業(yè)組織電子化知識(shí)創(chuàng)造價(jià)值：IP+IT技術(shù)知識(shí)、市場(chǎng)知識(shí)、協(xié)力知識(shí)企業(yè)間電子商務(wù)發(fā)展脈絡(luò)與企業(yè)的運(yùn)籌手段

'96網(wǎng)路化Extranet客服網(wǎng)關(guān)：FoundrytoFabless'97自動(dòng)化Extricity統(tǒng)合平臺(tái)：FoundrytoIDM'98標(biāo)準(zhǔn)化RosettaNet流程標(biāo)準(zhǔn)：ITtoECtoSM'99中介化NetMarket網(wǎng)路市場(chǎng)：MROtoMaterialtoMind經(jīng)濟(jì)知識(shí)化、產(chǎn)業(yè)電子化與企業(yè)運(yùn)籌經(jīng)濟(jì)知識(shí)化、知識(shí)網(wǎng)路化與企業(yè)13一砂一世界劃滿細(xì)線靠全球知識(shí)超分工：專(zhuān)精、規(guī)模超整合：靈通、簡(jiǎn)便B2B資訊川流不息超分工：量變超整合：質(zhì)變產(chǎn)業(yè)進(jìn)入資格客戶(hù)要求運(yùn)籌課題一：超分工整合

B2B2B2B2B…網(wǎng)路賺錢(qián)？èB2B賺錢(qián)？è經(jīng)濟(jì)知識(shí)化、知識(shí)網(wǎng)路化一砂一世界運(yùn)籌課題一：超分工整合B2B2B2B2B…網(wǎng)路賺14一脈相承：價(jià)格的提高靠特長(zhǎng)，需善選夥伴協(xié)力CoreCompetenceCoupling例：威盛─臺(tái)積電─日月光絡(luò)繹於途：成本的降低靠兼容，需挑好市場(chǎng)交易PostponementModularizationMarketization點(diǎn)石成金：B2B的本事相對(duì)於IntraBiz愈形重要運(yùn)籌課題二：產(chǎn)銷(xiāo)脈絡(luò)管理ó

SCM一脈相承：價(jià)格的提高靠特長(zhǎng)，需善選夥伴協(xié)力點(diǎn)石成金：B2B15運(yùn)籌課題三：押中利基產(chǎn)品PCèIA押對(duì)寶：CollaborativeForecasting協(xié)同預(yù)測(cè)電子產(chǎn)品創(chuàng)新趨勢(shì)變革è

利基產(chǎn)品預(yù)測(cè)不確定性大增梯階式創(chuàng)新：過(guò)河式創(chuàng)新：晚下注：Postponement延遲DFSCM,延後產(chǎn)品之間差異化，大同小異ProductModularity產(chǎn)品模組化運(yùn)籌課題三：押中利基產(chǎn)品PCèIA押對(duì)寶：Colla16關(guān)係複雜感情專(zhuān)一的多贏策略產(chǎn)脈：一脈相承的協(xié)力夥伴銷(xiāo)絡(luò)：絡(luò)繹於途的兼容品市場(chǎng)採(cǎi)買(mǎi)對(duì)象產(chǎn)品、程序模組化èDirectMaterial機(jī)動(dòng)組隊(duì)生產(chǎn)運(yùn)籌課題四：機(jī)動(dòng)組隊(duì)生產(chǎn)TSVCTSMCèTSVC統(tǒng)合整合IT?

è

SCM?

變形蟲(chóng)產(chǎn)業(yè)組織電子化TaiwanrisesinIC/PCbymakingtheindustriesB2BFoundriesèFablessèIDMoutsourcingMotherboardsèSubConsèPCSystemoutsourcing關(guān)係複雜感情專(zhuān)一的多贏策略運(yùn)籌課題四：機(jī)動(dòng)組隊(duì)生產(chǎn)TSV17IP:公開(kāi)知識(shí)+公權(quán)力保護(hù)ó

IT:私用知識(shí)+私營(yíng)手段保護(hù)運(yùn)籌課題五：知識(shí)創(chuàng)造價(jià)值

IP+ITIT:產(chǎn)品差異化è知識(shí)差異化技術(shù)知識(shí)：市場(chǎng)知識(shí)：協(xié)力知識(shí)：AQR:

正確快速?zèng)Q策回應(yīng)

IP:蕊片線路付費(fèi)

CellLibrary天下文章一大抄IP:公開(kāi)知識(shí)+公權(quán)力保護(hù)ó運(yùn)籌課題五：知識(shí)創(chuàng)造價(jià)18

B2B

發(fā)展脈絡(luò)與企業(yè)的運(yùn)籌手段企業(yè)間電子商務(wù)發(fā)展脈絡(luò)與企業(yè)的運(yùn)籌手段

'96網(wǎng)路化Extranet客服網(wǎng)關(guān)：FoundrytoFabless'97自動(dòng)化Extricity統(tǒng)合平臺(tái)：FoundrytoIDM'98標(biāo)準(zhǔn)化RosettaNet流程標(biāo)準(zhǔn)：ITtoECtoSM'99中介化NetMarket網(wǎng)路市場(chǎng)：MROtoMaterialtoMindB2B發(fā)展脈絡(luò)與企業(yè)的運(yùn)籌手段企業(yè)間電子商務(wù)發(fā)展脈絡(luò)與企19SpecializedStrategicRelationshipCommodityExchange企業(yè)間供應(yīng)關(guān)係深淺分佈圖SpotMkt.PlasticOutsourcedWarehousemgmt.CollaborativeForecastingDirectProcurementofrawmaterialsOutsourcedDesignservicesCollaborativeProductionPlanningEFTCustomComplexDynamicStandardSimpleStableCatalogInformationMgmt.TransportationManagementContractManufacturingMROProcurement(Staples,PaperClips,Mops,etc.)SpecializedStrategicCommodity20客服網(wǎng)關(guān)

ExtraNet運(yùn)籌手段一：客服網(wǎng)關(guān)ExtraNet運(yùn)籌手段一：21統(tǒng)合平臺(tái)

Extricity運(yùn)籌手段二：1997-?B2B自動(dòng)化統(tǒng)合平臺(tái)Extricity運(yùn)籌手段二：1997-?B2B22ExtricityeSynchArchitecture:

多層次、多單位流程整合駕簡(jiǎn)馭繁ExtricityeSynchArchitecture:23作業(yè)流程

整合實(shí)例：日月光流程整合，駕簡(jiǎn)馭繁：公司統(tǒng)籌、廠區(qū)自主作業(yè)流程

整合實(shí)例：日月光流程整合，駕簡(jiǎn)馭繁：24流程整合，駕簡(jiǎn)馭繁：公司統(tǒng)籌、廠區(qū)自主跨企業(yè)作業(yè)流程接受訂單PartnerGroupPOProcess各廠區(qū)可視需要制訂不同的作業(yè)流程，以符合客戶(hù)需求

訂單inASEK企業(yè)內(nèi)部作業(yè)流程企業(yè)內(nèi)部作業(yè)流程流程整合，駕簡(jiǎn)馭繁：跨企業(yè)作業(yè)流程PartnerGr25統(tǒng)合需求，產(chǎn)地採(cǎi)購(gòu)，全球運(yùn)籌工廠工廠企業(yè)總部運(yùn)籌中心採(cǎi)購(gòu)訂單原物料需求原物料交貨原物料需求原物料採(cǎi)購(gòu)指令原物料交貨採(cǎi)購(gòu)人員歐洲發(fā)貨中心北美發(fā)貨中心亞洲發(fā)貨中心成品交貨/倉(cāng)成品交貨/倉(cāng)成品交貨/倉(cāng)成品交貨/倉(cāng)供應(yīng)商統(tǒng)合需求，產(chǎn)地採(cǎi)購(gòu)，全球運(yùn)籌工廠工廠企業(yè)總部採(cǎi)購(gòu)訂單原物料需26流程標(biāo)準(zhǔn)

RosettaNet運(yùn)籌手段三：1998-?

B2B標(biāo)準(zhǔn)化流程標(biāo)準(zhǔn)RosettaNet運(yùn)籌手段三：1998-?

B27流程標(biāo)準(zhǔn)

RosettaNet運(yùn)籌手段三：Reviewpartnerreviewproduct/servicereviewProductIntroductionpreparationfordistributionproductchangenotificationMarketingManagementmarketingcampaignmanagementlead&opportunitymanagement

designwinmanagement(EC)

OrderManagementquote&orderentrytransportation&distributionproductconfigurationreturns&financemanagementInventoryManagementpriceprotectioncollaborativeforecastinginventoryallocation&replenishmentinventory&salesreporting

shipfromstockanddebit/credit(EC)Service&SupportwarrantymanagementassetmanagementtechnicalsupportROSETTANETSCOPECLUSTERS&SEGMENTS–POSTEC流程標(biāo)準(zhǔn)RosettaNet運(yùn)籌手段三：ReviewOrd28PurchasingEngineBuyerPurchasingERPLinkSupplierOrderEntry&InvoicingERPLinkCompleteStandardReportsE-DesignCollaborationShipmentTrackingAuctionandExchangeFeatureRFQFeatureCommunityandContentMulti-Currency&LanguageCapabilityCompleteSupplierCatalogsConsultingServicesBuyerSpecifiedLimitedCatalogsBankingandAutoPaymentFacilities網(wǎng)路市場(chǎng)

NetMarkets運(yùn)籌手段四：MROtoMaterialtoMind1999-?B2B中介化PurchasingBuyerSupplierComplet29ManyBuyersvs.ManySuppliersSupplierSupplierSupplierSupplierSupplierBuyerBuyerBuyerBuyerBuyerManyBuyersvs.ManySuppliers30Net-Market:RevolutionSupplierSupplierSupplierSupplierSupplierBuyerBuyerBuyerBuyerBuyerNet-MarketNet-Market:RevolutionSupplier31經(jīng)濟(jì)知識(shí)化、產(chǎn)業(yè)電子化與企業(yè)運(yùn)籌經(jīng)濟(jì)知識(shí)化、知識(shí)網(wǎng)路化與企業(yè)的運(yùn)籌課題超分工整合：半導(dǎo)體超高度集成驅(qū)策B2B2B2B2B…資訊流產(chǎn)銷(xiāo)脈絡(luò)管理：提高價(jià)格靠集結(jié)特長(zhǎng)、降低成本靠廣泛交易押中利基產(chǎn)品：PCèIA、

梯階式創(chuàng)新è

過(guò)河式創(chuàng)新機(jī)動(dòng)組隊(duì)生產(chǎn)：TSMCèTSVC變形蟲(chóng)產(chǎn)業(yè)組織電子化知識(shí)創(chuàng)造價(jià)值：IP+IT技術(shù)知識(shí)、市場(chǎng)知識(shí)、協(xié)力知識(shí)企業(yè)間電子商務(wù)發(fā)展脈絡(luò)與企業(yè)的運(yùn)籌手段

'96網(wǎng)路化Extranet客服網(wǎng)關(guān)：FoundrytoFabless'97自動(dòng)化Extricity統(tǒng)合平臺(tái)：FoundrytoIDM'98標(biāo)準(zhǔn)化RosettaNet流程標(biāo)準(zhǔn)：ITtoECtoSM'99中介化NetMarket網(wǎng)路市場(chǎng)：MROtoMaterialtoMind經(jīng)濟(jì)知識(shí)化、產(chǎn)業(yè)電子化與企業(yè)運(yùn)籌經(jīng)濟(jì)知識(shí)化、知識(shí)網(wǎng)路化與企業(yè)32RosettaNet:

GainingSpeed&TractionJenniferHamilton,CEO 19April2001RosettaNet:

GainingSpeed&T3334ImplementationSuccessesPartnersImplementationResultsArrow&CarrierUpandrunninginsixweeksReduceda5-daybatcheddeliverycycletoovernight;resultsininventoryreduction,improvedcustomersatisfactionBourns&

TTIImplementedPIP?3A2intwoweeksNewprocessconvertedaccesstoinventoryinformationfromaweek’sdelaytoreal-timedata;improvedcustomerserviceCompaq&

Delta(Taiwan)ImplementedPIP3A4andPIP3A7Reducedtheorderprocessingleadtimetoseveralminutes;enabledCompaqtoreceivetheP.O.acknowledgementimmediatelyandalloweddepartmentsinvolvedintheprocesstoreceiverelatedinformationinrealtimeIntel&WPI(Taiwan)ImplementedPIP3A4andPIP3A7AutomatedprocessreducedthecycletimefororderprocessingbetweenthecompaniesSamsung&

SonyFirstimplementationbetweenKorea-and

Japan-basedpartnersMovedintoproductionthismonth;expectedtoshortenleadtimeIMPLEMENTATIONSUCCESS34ImplementationSuccessesPart3435RosettaNetBasicsApproachStartwithagreedSubsetofPIPs5PIPs:PO-3A4/3A7,ASN-3B2,Invoice-3C3,Payment-3C4MustinteroperatewithallmajortradingpartnersIntelCompaqHPPSPMultiplemajorscertifybusinesssolutionProvidestartingpointforBusinessCertification

RosettaNetEC&ITBoardcompanyinterest/supportAlternativeTradingPartnerSolutionsMorethanonesolutionprovider-

interoperableAvailableeBusinessSolutions/ServiceProviders-GeographydependentXXCommittedinitialSMETradingPartnersRangeofsizesideallyISV(1)SI(a)TradingPartnerISV(2)SI(b)TradingPartner35RosettaNetBasicsApproachSt35RNPIPprocessesarepre-modeled(pre-built,pre-configured)inExtricityProjectB-Plan:WPI-IntelExperienceTransfer

ExtricityforRosettaNet:Pre-modelPIP’sRNPIPprocessesarepre-model36Pre-built,pre-configuredRosettaNetBusinessObjectsthatfollowRosettaNetmessageguidelinesCatalogs;Orders;PartnerAgreements;CollaborativeForecasts;etc.FullyDocumented!ProjectPlanB:DeltaSAP3A4/3A7

Pre-ConfiguredBusinessObjectsPre-built,pre-configuredRos37InternalWorkflow(WPI)within3A4:CheckDataStructurePMApproveSendP/Orequest->vendorAutoemailnoticeuserWPI:PrivateProcess(within3A4):ProcessImprovement

byEnablingSeniorManagementandClerkInvolementInternalWorkflow(WPI)within38ImprovingPartnerRelationship:

IntelnowallowsWPItoChange&CancelPOImprovingPartnerRelationship39LogicIDM品佳…

奇普仕ManufacturingPartnerTestPackFabFoundry東芝、富士通凌陽(yáng)…等華東華新日月光、

京元臺(tái)積電DesignSellOEMs:

康柏、

瀚宇彩晶

…

設(shè)備廠生產(chǎn)物料MROERPPDMMESWIP,EDA,ePOWIP,EDA,ePOEquip,SparesAssetLCMDirectMaterial

ProcurementIndirectMaterial

ProcurementePO,VMI,dsgn-inForecastLock-inRelationshipWIP,EDA,ePOATP,ForecastePO,Catalog,ATPForecast,ServiceCRMCustomDesignBizCommunityIntgrtnExtricityB2BMulti-nodalProcessBackboneSCPASimplifyingBlueprintforWinbond切合華邦低價(jià)多角經(jīng)營(yíng)策略的駕簡(jiǎn)馭繁B2B統(tǒng)一架構(gòu)LogicIDM品佳…

奇普仕Manufacturing40LogicIDMManufacturingPartnerTestPackFabFoundry華東華新日月光、

京元DesignSellERPMESExtricityB2BMulti-nodalProcessBackboneSCPFootprint1:3D8,9to全套後段整合日月光後段資料經(jīng)驗(yàn)豐富，華邦以

Extricity搭配推進(jìn)容易，見(jiàn)效快速。3D8,3D9,customWIPPurchaseOrderOrderConfirmFGBankShipOut LotEventAssemblyEngineerSpecTestingEngineerSpecBondingDiagramYieldDataTransferLogicIDMManufacturingPartner41半導(dǎo)體產(chǎn)業(yè)供應(yīng)鏈

覃培雄交大EMBA

5/19/01SemiconductorSupplyChain半導(dǎo)體產(chǎn)業(yè)供應(yīng)鏈覃培雄交大EMBA

5/19/01Sem42與半導(dǎo)體業(yè)+網(wǎng)路軟體業(yè)的淵源80年代美日半導(dǎo)體大戰(zhàn)、90年代臺(tái)灣異軍突起靠產(chǎn)業(yè)政策與商業(yè)模式96年Stanford+BerkeleyConsortiumonEnterpriseInternetUsesWhoWeAre:最資深，有縱深的華人B2B軟體顧問(wèn)公司1996年創(chuàng)立於柏克萊：電機(jī)、經(jīng)濟(jì)、企管、軟體開(kāi)發(fā)顧問(wèn)群B2BPortalandProcessIntegrationLeaderinAsiasince1998RosettaNetLeaderinAsiasince1999WhatWeDo:協(xié)助臺(tái)灣先進(jìn)電子企業(yè)創(chuàng)造競(jìng)爭(zhēng)優(yōu)勢(shì)臺(tái)積、日月光、華邦、聯(lián)電、京元、威盛、世平、環(huán)電、明碁、新寶…ITenabledbusinessexcellence虛擬晶圓廠、集團(tuán)統(tǒng)合、虛擬倉(cāng)儲(chǔ)…電子業(yè)企業(yè)資訊團(tuán)隊(duì)立功升官的忠實(shí)夥伴與長(zhǎng)期戰(zhàn)友以供應(yīng)鏈垂直專(zhuān)工、虛擬整合領(lǐng)先世界的xx半導(dǎo)體業(yè)與半導(dǎo)體業(yè)+網(wǎng)路軟體業(yè)的淵源以供應(yīng)鏈垂直專(zhuān)工、虛擬整合領(lǐng)先世43SemiconductorSupplyChain(simplified)ToECindustryMaterialsShippingandLogisticsEquipmentFoundryAssemblyTestProbeDeviceMftrDistributorCEM/OEMAsingle,contiguoussupplychainfrommaterialstosystemsECSupplychainSMSupplychainSemiconductorSupplyChain(si44SemiconductorManufacturingSupplyChainToECindustryTestandburn-inAssembly/

packagingProbeFabricationProcesscoordinationShippingandlogisticsDesignMaterialsandequipmentMasksProcessPackageItismuchmorecomplicatedupstreamfromthedevicemanufacturersSemiconductorManufacturingSu45ShippingandlogisticsMaterialsMasksPackageEquipmentFoundryAssemblyTestProbeFablessDeviceMftrIndependentDeviceMftrAirProductsJSRShin-EtsuHandotaiShinkoSumitomoBakeliteSumitomoMetalTOKToppanAppliedMaterialsTokyoElectronTSMCUMCCharteredAmkorASESPILXilinxAgere(Lucent)AgilentIntelLSILogicMicronMotorolaNationalSemiconductorNECPhilipsSamsungTexasInstrumentsToshibaWinbondSMBoardMembersbySegmentShippingandlogisticsMaterial46半導(dǎo)體產(chǎn)業(yè)電子化觀感分享企業(yè)運(yùn)籌1Logistics1SCM劉邦：『運(yùn)籌策於帷帳之中，決勝於

千里之外，吾不如子房?！蝗绾螏椭陌雽?dǎo)體企業(yè)在加速變動(dòng)的世界市場(chǎng)中運(yùn)用知識(shí)來(lái)致勝賺錢(qián)。一個(gè)粗淺的邊做邊學(xué)架構(gòu)，願(yuàn)能駕簡(jiǎn)馭繁。教學(xué)超分工整合：經(jīng)濟(jì)

è工工è

B2B

èIC開(kāi)宗明義半導(dǎo)體產(chǎn)業(yè)電子化觀感分享企業(yè)運(yùn)籌1Logistics147新經(jīng)濟(jì)演進(jìn)：一波波的專(zhuān)工委外經(jīng)濟(jì)生產(chǎn)是企業(yè)與市場(chǎng)交互運(yùn)作的結(jié)果新經(jīng)濟(jì)的一體兩面就是電子化企業(yè)與電子市集霧煞煞的新經(jīng)濟(jì)說(shuō)穿了就是一波接一波的專(zhuān)工委外B2B的首要內(nèi)容就是eSourcingeSourcing的演進(jìn)先後包含企業(yè)市場(chǎng)化與市場(chǎng)企業(yè)化電子業(yè)的先進(jìn)經(jīng)驗(yàn)可以幫助我們預(yù)見(jiàn)其他產(chǎn)業(yè)的未來(lái)新經(jīng)濟(jì)演進(jìn)：一波波的專(zhuān)工委外經(jīng)濟(jì)生產(chǎn)是企業(yè)與市場(chǎng)交互運(yùn)作的結(jié)48企業(yè)市場(chǎng)化有兩面：實(shí)體專(zhuān)工、虛擬整合實(shí)體分工古已有之，於今為烈AdamSmith:“Thedivisionoflaborislimitedbythesizeofthemarket.”全球聯(lián)網(wǎng)擴(kuò)大市場(chǎng)規(guī)模，促進(jìn)細(xì)密分工RobertCoase:Thesizeofthefirmisdeterminedbymarkettransactioncost.互聯(lián)網(wǎng)降低交易成本迫使整合元件廠委外代工NetworkAllowsHigherLevelofOptimumDisintegration企業(yè)市場(chǎng)化：實(shí)體專(zhuān)工、虛擬整合企業(yè)市場(chǎng)化有兩面：實(shí)體專(zhuān)工、虛擬整合企業(yè)市場(chǎng)化：實(shí)體專(zhuān)工、虛49企業(yè)市場(chǎng)化之一：垂直專(zhuān)工企業(yè)市場(chǎng)化之一：垂直專(zhuān)工50新經(jīng)濟(jì)大贏家密訣：虛擬整合虛擬整合是新經(jīng)濟(jì)盟主創(chuàng)造與爭(zhēng)取價(jià)值的關(guān)鍵晶圓代工廠，虛擬晶圓廠，虛擬整合廠創(chuàng)造價(jià)值：虛擬整合廠比實(shí)體整合廠成本低爭(zhēng)取價(jià)值：價(jià)值鏈整合者掌握客戶(hù)、主導(dǎo)分配TSMC、DELL的供應(yīng)鏈整合日月光虛擬整合世界各地購(gòu)併廠新經(jīng)濟(jì)大贏家密訣：虛擬整合虛擬整合是新經(jīng)濟(jì)盟主創(chuàng)造與爭(zhēng)取價(jià)值51SystemDesignICDesignTaiwan

FoundriesContractAssembly&TestSystemDesignICDesignFabAssembly&TestDesignServicesFoundryAssembly&TestIPICDesignICDesignIDMSystem1980s1990sAfter2000SystemDesignSystemDesignAssembly&Test

Fab

FabAssembly&TestSystem/ICDesign

SystemDesignICDesignIntelTI..IDMFablessIDMFablessEDATester企業(yè)市場(chǎng)化之二：虛擬整合SystemTaiwan

FoundriesContrac52

eBusinessArchitectureRepositoryDatabaseSCMPDMERPMESCRMAdapterSMTP.FTPVAN,EDIeBusinessDirectSupplier/CustomerSupplier/customerExtricityWebChannelNetMarketPortalEDIPartnerChannelInterfaceDatabaseMiddleWareRosettaNeteBusinessArchitectureReposito53經(jīng)濟(jì)知識(shí)化、產(chǎn)業(yè)電子化與企業(yè)運(yùn)籌經(jīng)濟(jì)知識(shí)化、知識(shí)網(wǎng)路化與企業(yè)的運(yùn)籌課題超分工整合：半導(dǎo)體超高度集成驅(qū)策B2B2B2B2B…資訊流產(chǎn)銷(xiāo)脈絡(luò)管理：提高價(jià)格靠集結(jié)特長(zhǎng)、降低成本靠廣泛交易押中利基產(chǎn)品：PCèIA、

梯階式創(chuàng)新è

過(guò)河式創(chuàng)新機(jī)動(dòng)組隊(duì)生產(chǎn)：TSMCèTSVC變形蟲(chóng)產(chǎn)業(yè)組織電子化知識(shí)創(chuàng)造價(jià)值：IP+IT技術(shù)知識(shí)、市場(chǎng)知識(shí)、協(xié)力知識(shí)企業(yè)間電子商務(wù)發(fā)展脈絡(luò)與企業(yè)的運(yùn)籌手段

'96網(wǎng)路化Extranet客服網(wǎng)關(guān)：FoundrytoFabless'97自動(dòng)化Extricity統(tǒng)合平臺(tái)：FoundrytoIDM'98標(biāo)準(zhǔn)化RosettaNet流程標(biāo)準(zhǔn)：ITtoECtoSM'99中介化NetMarket網(wǎng)路市場(chǎng)：MROtoMaterialtoMind經(jīng)濟(jì)知識(shí)化、產(chǎn)業(yè)電子化與企業(yè)運(yùn)籌經(jīng)濟(jì)知識(shí)化、知識(shí)網(wǎng)路化與企業(yè)54一砂一世界劃滿細(xì)線靠全球知識(shí)超分工：專(zhuān)精、規(guī)模超整合：靈通、簡(jiǎn)便B2B資訊川流不息超分工：量變超整合：質(zhì)變產(chǎn)業(yè)進(jìn)入資格客戶(hù)要求運(yùn)籌課題一：超分工整合

B2B2B2B2B…網(wǎng)路賺錢(qián)？èB2B賺錢(qián)？è經(jīng)濟(jì)知識(shí)化、知識(shí)網(wǎng)路化一砂一世界運(yùn)籌課題一：超分工整合B2B2B2B2B…網(wǎng)路賺55一脈相承：價(jià)格的提高靠特長(zhǎng)，需善選夥伴協(xié)力CoreCompetenceCoupling例：威盛─臺(tái)積電─日月光絡(luò)繹於途：成本的降低靠兼容，需挑好市場(chǎng)交易PostponementModularizationMarketization點(diǎn)石成金：B2B的本事相對(duì)於IntraBiz愈形重要運(yùn)籌課題二：產(chǎn)銷(xiāo)脈絡(luò)管理ó

SCM一脈相承：價(jià)格的提高靠特長(zhǎng)，需善選夥伴協(xié)力點(diǎn)石成金：B2B56運(yùn)籌課題三：押中利基產(chǎn)品PCèIA押對(duì)寶：CollaborativeForecasting協(xié)同預(yù)測(cè)電子產(chǎn)品創(chuàng)新趨勢(shì)變革è

利基產(chǎn)品預(yù)測(cè)不確定性大增梯階式創(chuàng)新：過(guò)河式創(chuàng)新：晚下注：Postponement延遲DFSCM,延後產(chǎn)品之間差異化，大同小異ProductModularity產(chǎn)品模組化運(yùn)籌課題三：押中利基產(chǎn)品PCèIA押對(duì)寶：Colla57關(guān)係複雜感情專(zhuān)一的多贏策略產(chǎn)脈：一脈相承的協(xié)力夥伴銷(xiāo)絡(luò)：絡(luò)繹於途的兼容品市場(chǎng)採(cǎi)買(mǎi)對(duì)象產(chǎn)品、程序模組化èDirectMaterial機(jī)動(dòng)組隊(duì)生產(chǎn)運(yùn)籌課題四：機(jī)動(dòng)組隊(duì)生產(chǎn)TSVCTSMCèTSVC統(tǒng)合整合IT?

è

SCM?

變形蟲(chóng)產(chǎn)業(yè)組織電子化TaiwanrisesinIC/PCbymakingtheindustriesB2BFoundriesèFablessèIDMoutsourcingMotherboardsèSubConsèPCSystemoutsourcing關(guān)係複雜感情專(zhuān)一的多贏策略運(yùn)籌課題四：機(jī)動(dòng)組隊(duì)生產(chǎn)TSV58IP:公開(kāi)知識(shí)+公權(quán)力保護(hù)ó

IT:私用知識(shí)+私營(yíng)手段保護(hù)運(yùn)籌課題五：知識(shí)創(chuàng)造價(jià)值

IP+ITIT:產(chǎn)品差異化è知識(shí)差異化技術(shù)知識(shí)：市場(chǎng)知識(shí)：協(xié)力知識(shí)：AQR:

正確快速?zèng)Q策回應(yīng)

IP:蕊片線路付費(fèi)

CellLibrary天下文章一大抄IP:公開(kāi)知識(shí)+公權(quán)力保護(hù)ó運(yùn)籌課題五：知識(shí)創(chuàng)造價(jià)59

B2B

發(fā)展脈絡(luò)與企業(yè)的運(yùn)籌手段企業(yè)間電子商務(wù)發(fā)展脈絡(luò)與企業(yè)的運(yùn)籌手段

'96網(wǎng)路化Extranet客服網(wǎng)關(guān)：FoundrytoFabless'97自動(dòng)化Extricity統(tǒng)合平臺(tái)：FoundrytoIDM'98標(biāo)準(zhǔn)化RosettaNet流程標(biāo)準(zhǔn)：ITtoECtoSM'99中介化NetMarket網(wǎng)路市場(chǎng)：MROtoMaterialtoMindB2B發(fā)展脈絡(luò)與企業(yè)的運(yùn)籌手段企業(yè)間電子商務(wù)發(fā)展脈絡(luò)與企60SpecializedStrategicRelationshipCommodityExchange企業(yè)間供應(yīng)關(guān)係深淺分佈圖SpotMkt.PlasticOutsourcedWarehousemgmt.CollaborativeForecastingDirectProcurementofrawmaterialsOutsourcedDesignservicesCollaborativeProductionPlanningEFTCustomComplexDynamicStandardSimpleStableCatalogInformationMgmt.TransportationManagementContractManufacturingMROProcurement(Staples,PaperClips,Mops,etc.)SpecializedStrategicCommodity61客服網(wǎng)關(guān)

ExtraNet運(yùn)籌手段一：客服網(wǎng)關(guān)ExtraNet運(yùn)籌手段一：62統(tǒng)合平臺(tái)

Extricity運(yùn)籌手段二：1997-?B2B自動(dòng)化統(tǒng)合平臺(tái)Extricity運(yùn)籌手段二：1997-?B2B63ExtricityeSynchArchitecture:

多層次、多單位流程整合駕簡(jiǎn)馭繁ExtricityeSynchArchitecture:64作業(yè)流程

整合實(shí)例：日月光流程整合，駕簡(jiǎn)馭繁：公司統(tǒng)籌、廠區(qū)自主作業(yè)流程

整合實(shí)例：日月光流程整合，駕簡(jiǎn)馭繁：65流程整合，駕簡(jiǎn)馭繁：公司統(tǒng)籌、廠區(qū)自主跨企業(yè)作業(yè)流程接受訂單PartnerGroupPOProcess各廠區(qū)可視需要制訂不同的作業(yè)流程，以符合客戶(hù)需求

訂單inASEK企業(yè)內(nèi)部作業(yè)流程企業(yè)內(nèi)部作業(yè)流程流程整合，駕簡(jiǎn)馭繁：跨企業(yè)作業(yè)流程PartnerGr66統(tǒng)合需求，產(chǎn)地採(cǎi)購(gòu)，全球運(yùn)籌工廠工廠企業(yè)總部運(yùn)籌中心採(cǎi)購(gòu)訂單原物料需求原物料交貨原物料需求原物料採(cǎi)購(gòu)指令原物料交貨採(cǎi)購(gòu)人員歐洲發(fā)貨中心北美發(fā)貨中心亞洲發(fā)貨中心成品交貨/倉(cāng)成品交貨/倉(cāng)成品交貨/倉(cāng)成品交貨/倉(cāng)供應(yīng)商統(tǒng)合需求，產(chǎn)地採(cǎi)購(gòu)，全球運(yùn)籌工廠工廠企業(yè)總部採(cǎi)購(gòu)訂單原物料需67流程標(biāo)準(zhǔn)

RosettaNet運(yùn)籌手段三：1998-?

B2B標(biāo)準(zhǔn)化流程標(biāo)準(zhǔn)RosettaNet運(yùn)籌手段三：1998-?

B68流程標(biāo)準(zhǔn)

RosettaNet運(yùn)籌手段三：Reviewpartnerreviewproduct/servicereviewProductIntroductionpreparationfordistributionproductchangenotificationMarketingManagementmarketingcampaignmanagementlead&opportunitymanagement

designwinmanagement(EC)

OrderManagementquote&orderentrytransportation&distributionproductconfigurationreturns&financemanagementInventoryManagementpriceprotectioncollaborativeforecastinginventoryallocation&replenishmentinventory&salesreporting

shipfromstockanddebit/credit(EC)Service&SupportwarrantymanagementassetmanagementtechnicalsupportROSETTANETSCOPECLUSTERS&SEGMENTS–POSTEC流程標(biāo)準(zhǔn)RosettaNet運(yùn)籌手段三：ReviewOrd69PurchasingEngineBuyerPurchasingERPLinkSupplierOrderEntry&InvoicingERPLinkCompleteStandardReportsE-DesignCollaborationShipmentTrackingAuctionandExchangeFeatureRFQFeatureCommunityandContentMulti-Currency&LanguageCapabilityCompleteSupplierCatalogsConsultingServicesBuyerSpecifiedLimitedCatalogsBankingandAutoPaymentFacilities網(wǎng)路市場(chǎng)

NetMarkets運(yùn)籌手段四：MROtoMaterialtoMind1999-?B2B中介化PurchasingBuyerSupplierComplet70ManyBuyersvs.ManySuppliersSupplierSupplierSupplierSupplierSupplierBuyerBuyerBuyerBuyerBuyerManyBuyersvs.ManySuppliers71Net-Market:RevolutionSupplierSupplierSupplierSupplierSupplierBuyerBuyerBuyerBuyerBuyerNet-MarketNet-Market:RevolutionSupplier72經(jīng)濟(jì)知識(shí)化、產(chǎn)業(yè)電子化與企業(yè)運(yùn)籌經(jīng)濟(jì)知識(shí)化、知識(shí)網(wǎng)路化與企業(yè)的運(yùn)籌課題超分工整合：半導(dǎo)體超高度集成驅(qū)策B2B2B2B2B…資訊流產(chǎn)銷(xiāo)脈絡(luò)管理：提高價(jià)格靠集結(jié)特長(zhǎng)、降低成本靠廣泛交易押中利基產(chǎn)品：PCèIA、

梯階式創(chuàng)新è

過(guò)河式創(chuàng)新機(jī)動(dòng)組隊(duì)生產(chǎn)：TSMCèTSVC變形蟲(chóng)產(chǎn)業(yè)組織電子化知識(shí)創(chuàng)造價(jià)值：IP+IT技術(shù)知識(shí)、市場(chǎng)知識(shí)、協(xié)力知識(shí)企業(yè)間電子商務(wù)發(fā)展脈絡(luò)與企業(yè)的運(yùn)籌手段

'96網(wǎng)路化Extranet客服網(wǎng)關(guān)：FoundrytoFabless'97自動(dòng)化Extricity統(tǒng)合平臺(tái)：FoundrytoIDM'98標(biāo)準(zhǔn)化RosettaNet流程標(biāo)準(zhǔn)：ITtoECtoSM'99中介化NetMarket網(wǎng)路市場(chǎng)：MROtoMaterialtoMind經(jīng)濟(jì)知識(shí)化、產(chǎn)業(yè)電子化與企業(yè)運(yùn)籌經(jīng)濟(jì)知識(shí)化、知識(shí)網(wǎng)路化與企業(yè)73RosettaNet:

GainingSpeed&TractionJenniferHamilton,CEO 19April2001RosettaNet:

GainingSpeed&T7475ImplementationSuccessesPartnersImplementationResultsArrow&CarrierUpandrunninginsixweeksReduceda5-daybatcheddeliverycycletoovernight;resultsininventoryreduction,improvedcustomersatisfactionBourns&

TTIImplementedPIP?3A2intwoweeksNewprocessconvertedaccesstoinventoryinformationfromaweek’sdelaytoreal-timedata;improvedcustomerserviceCompaq&

Delta(Taiwan)ImplementedPIP3A4andPIP3A7Reducedtheorderprocessingleadtimetoseveralminutes;enabledCompaqtoreceivetheP.O.acknowledgementimmediatelyandalloweddepartmentsinvolvedintheprocesstoreceiverelatedinformationinrealtimeIntel&WPI(Taiwan)ImplementedPIP3A4andPIP3A7AutomatedprocessreducedthecycletimefororderprocessingbetweenthecompaniesSamsung&

SonyFirstimplementationbetweenKorea-and

Japan-basedpartnersMovedintoproductionthismonth;expectedtoshortenleadtimeIMPLEMENTATIONSUCCESS34ImplementationSuccessesPart7576RosettaNetBasicsApproachStartwithagreedSubsetofPIPs5PIPs:PO-3A4/3A7,ASN-3B2,Invoice-3C3,Pay