时间：2021-06-14 02:13:47 来源：网络整理编辑：Option NV
2002 will be the year of Japan outsourcing,” said Chan Kei Biu, chairman of Surface Mount Technology Holdings Ltd., a Hong Kong-based EMS provider whose company is already picking up electronics contracting business from the likes of Konica, Nissan, and Sony.
I'm visited by Japanese companies every week. China is like a vacuum cleaner, sucking up all the [outsourcing] orders,” Biu said.
Indeed, just as EMS companies built low-cost operations in Mexico to attract North American OEMs and in former Soviet Bloc countries to serve European customers, contract manufacturers are flocking to China as a low-cost base from which to land Japanese accounts.
Every top-tier EMS company is building capacity in China, preparing next year to jump on the Japanese outsourcing bandwagon,” said Jim Savage, an analyst at Thomas Weisel Partners LLC, New York. As the rest of the world moves steadily into lower-cost EMS, the manufacturers in Japan can no longer tolerate their high domestic cost base.
[EMS providers] all expect Japanese OEMs, if they are to remain competitive, will be forced next year to outsource a large share of production,” he said.
Japanese OEMs initially set up their own plants in China and other Asian countries where labor costs are lower. Savage said such moves helped reduce costs temporarily, but didn't address high corporate overhead and manufacturing inefficiencies.
Eventually, the only way they will be competitive in the global market, and even in their own home market, will be to adopt the same EMS cost-cutting strategy that everyone else is using,” he said.
Outsourcing isn't unknown in Japan. PC makers here have increasingly used Taiwan's contract manufacturers to make notebook PCs and augment LCD panel production. Japanese chip companies also have a deepening relationship with Taiwan's chip makers and semiconductor foundries, which provide DRAM and other commodity parts.
But until now, OEMs in Japan have been reluctant to outsource mainstay communication and consumer electronic products. Reflecting a sentiment held by other executives in Japan, NEC chairman Hajime Sasaki told EBN in a recent interview that companies here feel a responsibility to employees and the communities where plants are located.
Semico believes that foundry suppliers can be successful in gaining market share in the lucrative 'sweet' spot of the wafer processing market, only if they provide excellent service. Foundry customers have become accustom to excellent service which all new and existing foundries must provide. This includes being flexible enough to respond to fabless companies as they rapidly evolve through product life cycles, management changes and market fluctuations.
What does this mean for the dedicated foundries? The dedicated foundry supply market is dividing up into two different types of vendors. TSMC and UMC are so large they can offer the full spectrum of services. Now their challenge is to continually keep up with the process curve while still providing the high level of service to both small and large customers. In addition, the management of older fabs will become an issue, i.e. when will older fabs be closed?
The new, one-fab foundries face different challenges. These new companies have to quickly establish a niche. Semico believes we will continue to see joint ventures between the smaller dedicated foundries and the fabless or fab-lite companies. Long term success for such a partnership will be dependent on the success of not only the initial customer but also the ability of the foundry to expand its customer base in order to reduce the risk of one company's success or unexpected market downturns.
ANT, the developer of embedded communications appliances, has officially opened its new global HQ on the Cambridge Business Park. The opening ceremony was conducted by Robin Saxby (right), Chairman and CEO of ARM. Pictured on the left is John Cherry, Senior VP sales and marketing, with Simon Woodward, (centre) President and CEO of ANT
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