1 / 10

Electronics Value Chain

Electronics Value Chain. Source: IC Insights. Chips = Miniature Cities.

takoda
Télécharger la présentation

Electronics Value Chain

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. Electronics Value Chain Source: IC Insights

  2. Chips = Miniature Cities Low-angle scanning electron micrograph of a portion of a partially completed SRAM array containing six-device memory cells. The insulating oxide films have been removed, revealing the lower levels of the interconnection structure of the array. Source: Intel and IBM

  3. Technical Progress I Source: Gordon Moore presentation, SIA 2002

  4. Technical Progress II Source: Gordon Moore presentation, SIA 2002

  5. Worldwide Semiconductor Sales1975-2005 $Billions WW CAGR = 13.3% Source: SIA, WSTS * Forecast

  6. Top 10 Suppliers Selected Years Source: Electronic News, various years

  7. Policy: Military/Space R&D, Procurement; Antitrust, Tax Launch Market: Military, then Computing Demand: High Performance at any Cost Structure: Vertically Fragmented, Start-up Merchants Development Trajectory: Product Innovation Policy: Credit allocation, technology controls, trade and investment protection Launch Market: Consumer Electronics Demand: High Reliability at lowest Cost Structure: Vertically Integrated; Keiretsu Development Trajectory: Manufacturing Innovation Evolution of Chip Competition I1960s-late 1970s U.S. Japan Result: US seizes global market leadership

  8. Evolution of Chip Competition IILate 1970s - late 1980s • Lead Market: Emergence of PCs/desktop systems • Demand: Performance AND Reliability at Lowest Cost • Structure: Merchants vs. Vert. Integr/Keiretsu • Strategic Advantage: Capital spending to add capacity with manufacturing innovation to deliver quality at low cost (i.e., lean production) • Policy: VLSI Project in Japan; US Trade Policy culminating in US-Japan STA Result: Japanese firms become global leaders, dominating memory; US firms retain key position in logic

  9. Sales, Market Shares, Capital Spend1982-1990 Market Shares Capacity Shares Sources: SIA; Leachman and Leachman in Macher, Mowery, Simcoe

  10. Fragmented Open Potential Competitive Dependence Industry Coordination Difficult Assets Accessible Integrated Closed Potential to Marginalize Competitors Strategic Coordination Scale/Price Discrimination Inaccessible Assets Strategic Market Game US Japan Consequences:

More Related