中芯国际集成电路代工策略的研究

上海交通大学硕士学位论文中芯国际集成电路代工策略的研究姓名：王磊申请学位级别：硕士专业：工商管理指导教师：顾锋20080113MBA21200020031IDM2MBA3MBATHEANALYSISONICFOUNDRYSTRATEGYOFSEMICONDUCTORMANUFACTURINGINTERNATIONALCORPORATIONABSTRACTTheICindustry,oneofindustrieswhichareexperiencingtremendouslyrapiddevelopmentandenjoyanoverwhelminginfluencetowardstheworld,enjoyconstantrecognitionfromarbitersofvarioussciencefields,andgovernments.ChinesegovernmenthasdrawnnewschemetobuildICindustryintheninthandthetenth“fiveyearplan”,alsomadeitas“StrategyIndustry”inthe21century.SMIC(SemiconductorManufacturingInternationalCorporation)isoneoftheleadingsemiconductorfoundriesintheworldandthelargestandmostadvancedfoundryinMainlandChina.WithmoreandmoreICfoundryenterprisesenterMainlandChina;SMICneedimproveitsfoundrystrategytowinthesebattles.DevelopmentofICestateandcharacteristicofICindustryhavebeenintroducedfirst.Secondly,thethesisanalyzedICfoundrymarketandestatechainofICfoundry.Onceagain,Ihaveassumeddetailedanalysisonbehalfofenterprisecompetition,whichisbasedontheanalyticalMBAdetailedanalysistothecompetitorofSMIC.Finallytheconclusionsofnewfoundrystrategyaredrawnasfollowaccordingtotheaboveresearch:1.Producttacticsneedchoosechoosingthegoodproductandthecombinationofproducttoimproveself-profitability.Fortechnologystrategy,it’sthesameimportantfordevelopingself-patenttechnologyandmaintaininggoodalliancerelationwithIDM2.Newbusinessmode,SMICwillestablishthenewproductionlinewithotherinvestorbymakinguseofcompany'stechnologyandtalentedpersonadvantage.3.Theorganizationneedre-integrateforbestmakinguseofresource:themanufacturingandoperationdepartmentre-organizebythesamecharacterandthesalesdepartmentneedre-organizebythesamecustomregion.KEYWORDS:ICindustry,semiconductor,foundry,competitionMBAMBAMBA11199890001.1ITVCD1cm2MicroelectronicSemiconductorMicroelectronicICSoCICICICICICICICICICICMBA2ICICICDRAMMPUMCUICICASIC1.260AudioVCRTVDRAM70~8070MBA347%76%DRAM198911GNP65%GNP32WTO20001.9MBA41.3MBA522.10.359020008122004200352003/EDA0.5907ISO9001ISO14001OHSAS18001ISO/TS16949TL90002.28182250134730212161488881520.2%25.1%MBA67%24%10Gartner2007200620077.6%0.8%0.9%IC1ICFIGURE1ICmarketinggrowthforSMIC76960000018.8%22003-200622003-2006FIGURE2SMICrevenuereportfrom2003to2006MBA72003-200612003-2006Table1SMICfinicalreportfrom2003to200649.6%0.130.1323.4%26.8%0.132.390%80%5%60%40%MEMORYMEMORY2003122004122005122006121,609,6253,428,8583,539,1683,491,626680,882955,4181,047,4651,049,666325,431730,330896,038677,362/()355,451225,088151,427372,304479,961544,462622,497817,710-()/---38,78238,800/()1,485,1153,109,4843,029,3163,007,4201,874,2343,297,0503,298,7613,296,139-389,119-187,566-269,445-288,719/()1,485,1153,109,4843,029,3163,007,420()MBA8LOGICIC108MBA93IntegrateCircuitIC3.111880.25-0.18m120.13-0.09m2010180.07-0.05m2IC3681218210203-44MBA1054-630%619906~7%199511~15%200023~27%3.21995-2005200%34461977-200530640%200037%10%2001-33%20042004200520056.8%2006126.9%6.8%3.2.1BipolarTransistor19471958TexasInstrument1960MotorolaIBMDECFairchildCameraandInstrument30IntelAMDNationalSemiconductorSierraSemiconductorLSI10MBA11VerticalIntegrated19646070DECNECDRAMIndustryClustersMBA123.2.22060MotorolaIBMMOSMetal-Oxide-Semiconductor6070IntelAMDIntelDRAMDRAMNECToshibaMitsubishi2070SOCDRAMPhilips1987TSCMPCChartedSemiconductorIDMMBA13IDM33FIGURE3ICindustryorganizationchangechart3.2.319991006542212002IC1804036ICMBA148ICICIDMIDMIDM3C:Computer,Communication,ConsumerTight-VerticalIntegratedLoose-VerticalIntegratedFoundryFab-lessSiliconValleyParkHsinChuMBA15ConcentrationMicroprocessorMarketMicrocontroller3.319651965~19781978~19901990~2000908909CAD12200266533674910812911.49199929%1.6219992.790%200296.3200151%268200142%1020300186184826224.47856250.37866147.3181221013MBA16IC0.250.8~1.50.35~0.180.130.065IntelUMC60%1265%Intel74%83%95%3.4MBA17100120.133080006012120.13umIDMOEMOEMOriginalEquipmentManufactureMBA184IC2001IC7.6%2002IC1.6%IC63.4%IC12.6%IC50%441986-2005FIGURE4ICmarketgrowthfrom1986to20054.12000-2005200%MBA1933%20053803.783.9%3800080001.73Ccomputercommunicationconsumerelectronics2Table2ChinaICapplicationPC50%5IC200659220101119IC38.70%29.60%18.20%9.30%4.20%MBA202006()1Intel10,07016.20%25.10%2Samsung4,0106.40%31.70%3Hynix2,6504.30%46.10%4TI2,5504.10%34.40%5AMDATI2,4503.90%45.50%6Toshiba2,2603.60%23.70%7NXP2,0603.30%27.20%8ST1,9803.20%26.30%9Freescale1,7902.90%27.70%10Qimonda1,5202.40%N/A5ICFIGURE5NeedVssupplyinChinaICmarket2006IC350%32006ICTable3ICtoptensupplierforChinamarketin20064.2MBA21:DC/DC---/4.3MBA22200532001.5100010480IC13TD-SCDMA3NEC720%IntegratedDeviceManufacturerIDMMBA23EDA6FIGURE6ICindustrysupplychainMBA2455.11TSMC198720003138.8WaferTechSSMCMBA252UMCIC0.13129012Fab12AFab12i12000243Chartered1987400020055.25.2.11.7FIGURE7SMICproductsbyapplicationMBA263C92%74%28FIGURE8SMICproductsbycustomFablessIDM39FIGURE9SMICproductsbycustomzoneMBA27410FIGURE10SMICproductbydevice58%35%5.2.2()20062005Chartered20052006Chartered1220062Q902006Chartered200583.820064Q200611.52006()20050.1820060.13ElpidaInfineon20062Q90MBA2820072Q6520052Q9020063Q65()20069081218.2200881250