GUC PPT Template

Paradigm Shift of the Semiconductor Industry
世界半導體典範轉移
December 10th, 2014
K.C. Shih 石克強
GUC 創意電子
Paradigm Shift of the Semiconductor Industry
1989年以前(Mainframe—Mini Computer世代)
P2
Copyright © 2014 GUC
GUC Property
Uncompromising Performance
Paradigm Shift of the Semiconductor Industry
1990-2000 PC ERA (PC世代)
System House
Fabless
Design
House
•AMD
•Fujitsu
•Hitachi
•Hyundai
•IBM
•
Apple
•
Fujitsu
•
Philips
•
•
Cisco
•
HP
•
Siemens
•
Compaq
•
IBM
•
Sony
•
Dell
•
Panasonic
•
Sun Microsystems
Toshiba
• Altera, Broadcom,
Conexant Syatems
• Etron, Marvell, MediaTek
• NVIDIA, QUALCOMM, RealTek
• VIA, Xilinx
•Infineon
•Intel
•Matsushita
•Micron
•Mitsubishi
•Motorola
IC Design
Service
(Traditional)
•National Semiconductor
•NEC
Oki Philips Rohm
Wafer Foundry
•Samsung
•Sharp
Sony
•Siemens
Semiconductor
Packaging
•STMicroelectronics
•TI
Toshiba
Testing
• CoAsia, Faraday,
• Goya,
PGC
• TSMC,
UMC, CSM (Chartered), SMIC,
• Vanguard, Dongbu Electronics
• Amkor, ASE, Carsem, ChipMOS, ChipPAC,
• Greatek, OSE, PowerTech, SPIL, UTAC
•
Amkor, ASE, Carsem, ChipMOS, ChipPAC,
• Greatek, OSE, PowerTech, SPIL, UTAC
Vertical Dis-Integration(垂直分工)
Copyright © 2014 GUC
Global Unichip
P3
GUC Property
Uncompromising Performance
Paradigm Shift of the Semiconductor Industry
2000+ SOC ERA (後PC世代)
系統晶片世代
Copyright © 2014 GUC
GUC Property
虛擬垂直整合
P4
Uncompromising Performance
IDMs going fab-lite/fab-less
• Over the years, a number of IDMs have announced fablite plan or adopted the fabless business model
P5
Copyright © 2014 GUC
GUC Property
Uncompromising Performance
2012台灣半導體產業群聚完整且高度分工
P6
Copyright © 2014 GUC
GUC Property
Uncompromising Performance
P7
Copyright © 2014 GUC
GUC Property
Uncompromising Performance
Application Driven
P8
Copyright © 2014 GUC
GUC Property
Uncompromising Performance
Paradigm Shift of the Semiconductor Industry
2013 and on, 新SOC-- IoT世代
系統晶片世代
Copyright © 2014 GUC
虛擬垂直整合
GUC Property
P9
Uncompromising Performance
What’s New
•
•
•
•
•
•
•
IDM遲早會死掉或轉型
半導體產業鏈將不再是process技術獨導
3DIC將益形關鍵，封裝測試與process技術需緊密結合
Fabless將從ASSP走向ASIC, Software will be dominant
設計服務公司將持續成長
系統產品主導方向將從電腦→平板→手機→穿戴式設備
IoT
P10
Copyright © 2014 GUC
GUC Property
Uncompromising Performance
Thank You!
P11
Copyright © 2014 GUC
GUC Property
Uncompromising Performance

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