1 / 5

Bourgon Frederic/Tina Tsai / Shirley Lu October, 2008

October ESS Business Interlocks Foxconn / hp Inventory concerns and actions on high valued parts Status update. Bourgon Frederic/Tina Tsai / Shirley Lu October, 2008. Questions from Sep. Interlock. DOI Calculation - DOI is in calendar days.

ramiro
Télécharger la présentation

Bourgon Frederic/Tina Tsai / Shirley Lu October, 2008

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript


  1. October ESS Business InterlocksFoxconn / hpInventory concerns andactions on high valued partsStatus update Bourgon Frederic/Tina Tsai / Shirley Lu October, 2008

  2. Questions from Sep. Interlock • DOI Calculation - DOI is in calendar days Provided by HP RBU according to expected service level & transportation lead time Formula: ODM QOH/(4 week FCST demand/30 days); FCST is provided by HP • Why CPU DOI target is different in NA and EMEA? - Target DOI is provided based on transportation lead time. Transportation Lead time is a function of ODM V.S. Hub location. • Need to be sure all regions are ok with target DOI - Yes, all regions are ok with target DOI. However, it may change in the future. • Include PCA, Chassis and PSU in inventory review ? - No, because of no layering impact on HP. Should be ODM focus

  3. Inventory Level • Compared with August, NA DOI improved on AMD CPU from 36 days to 17 days and Memory from 46 days to 25 days. • Need improvement on inventory control for NA CPU/Memory, EMEA AMD CPU and AP Chipset/Memory

  4. Obsolesce Risk As of Oct.13, total amount : - CPU $459K $355K plan to return to Intel/AMD; $104K evaluating rebalancing. ($329K increased from Sep. due to DL380G5/DL160G5/BL460cG1 EOL in CZ ) - Memory $570K Evaluating rebalancing ($366K decreased from Sep.) OBS QTY is calculated against lockdown number

  5. Layering Cost • Microprocessor • One AMD CPU has price break on Nov.15 • - 443560-223 has USD$ 14 price gap ( from USD$80 to USD$66 ) • - Begin inventory control in the week of 10/27. • Memory • Memory price keeps flat in Nov. No layering impact.

More Related