电子零件通路与供应链之发展ppt课件

1、電子零件通路與供應鏈之發展電子零件通路與供應鏈之發展簡報簡報: 大聯大集團大聯大集團 世平興業世平興業 總經理總經理 : 徐朱宏徐朱宏 (Ken Hsu) Dec 1, 2019 電子零件通路產業電子零件通路產業通路的價值與供應鏈管理通路的價值與供應鏈管理案例案例: 大聯大集團簡介大聯大集團簡介未來通路與供應鏈之發展未來通路與供應鏈之發展 簡報大綱簡報大綱l 電子零件分類電子零件分類n依種類依種類n半導體零件半導體零件 (Active)n被動零件被動零件 (Passive)n機構零件機構零件 (Electro-mechanical)n連接零件連接零件 (Inter-connect)n依製程依製

2、程n標準零件標準零件 (Standard)n訂製零件訂製零件 (Customer-made) 半導體零件分類半導體零件分類Distributors Value-Added Services One-Stop Shopping Buffer Inventory JIT/VMI/B2B e-Services Trans-national Services Multi-Site Delivery Multi-Currency Deal Turn-key Solutions Customized ServiceSemiconductorManufacturersIndustrialDistributo

3、rChannelEnd - ProductManufactures(Small-Medium Scale)Over Thousands OEM/ODM/OBM(Big Scale)Top 30 30 %70 %70 %30 %Value-Added Services 電子零件通路的價值電子零件通路的價值對上游半導體製造商的價值對上游半導體製造商的價值-彌補原廠本身服務的缺乏處，涵蓋全面市場及客戶。彌補原廠本身服務的缺乏處，涵蓋全面市場及客戶。最經濟、有效率的行銷管道。最經濟、有效率的行銷管道。協助快速進入市場。協助快速進入市場。協助提高市場佔有率。協助提高市場佔有率。對下游废品製造廠的價值對下

4、游废品製造廠的價值-配合客戶實際需求的服務。配合客戶實際需求的服務。與原廠相當或更佳的服務。與原廠相當或更佳的服務。特殊服務。特殊服務。有助財務週轉。有助財務週轉。現貨供應或比原廠更短的交期。現貨供應或比原廠更短的交期。 不同通路的類型不同通路的類型通路的種類通路的種類工業通路工業通路成品通路成品通路生活用品通路生活用品通路代表性廠商代表性廠商大聯大大聯大, , 友尚友尚, ., .聯強聯強, , 燦坤燦坤, , 7-11, 7-11, 全家全家, , 萊爾富萊爾富, , 主要客戶對象主要客戶對象生產成品的工廠生產成品的工廠消費者與企業消費者與企業消費者消費者分公司分公司/ /分店分店少少多多

5、非常多非常多每筆交易金額每筆交易金額非常大非常大多多比較小比較小主要付款方式主要付款方式須要放帳須要放帳信用卡或付現信用卡或付現信用卡或付現信用卡或付現交貨速度交貨速度計劃性排單計劃性排單快快快快技術服務技術服務提供技術與設計提供技術與設計專業維修專業維修無無跨國服務跨國服務須要須要( (因為工廠外移因為工廠外移) )不須要不須要不須要不須要2019 天下五百大服務業排名天下五百大服務業排名Source: Common Wealth May 06WPG Tied for 3rd WWSource: Electronics Supply & Manufacturing May 2019-

6、 Update #1 in Asiaz上市上市/ /上櫃公司：上櫃公司：z大聯大大聯大( (世平世平+ +品佳品佳+ +富威富威) )、z友尚友尚( (佳營佳營, ,全達全達) ) 、宏科、敦吉、宏科、敦吉、z聯強聯強( (永康永康, ,霆寶霆寶) ) 、昱捷、宣昶、昱捷、宣昶、z益登、文曄、大傳、增他強、益登、文曄、大傳、增他強、z威健、亞矽、茂綸、豐藝、威健、亞矽、茂綸、豐藝、z銓鼎銓鼎( (振遠振遠) )、至上、巨路、倍微、至上、巨路、倍微 50%Growing Significance of Asian Semi Market(US$)20192019(F) 2019(F)WW SC

7、TAM235B259B352BWW SC TAM in APAC117B135B201B30% DTAM in APAC 35B41B60BWPGs Sales3.6BWPGs Mkt Share in APAC 10%Gartner Dataquest (May 2019)198419912019201920196%15%29%46%Other RegionsY2019:8%Y2019:8%Y2019/10CAGRWW: 8.0%Asia/Pac: 11.1%Top Semiconductor WWSource: Gartner Dataquest March 2019(Millions o

8、f $US)WPG Holdings(WPGholdings) WPI Group SAC Group RichPowerWPG Sales Channell28 sales officesUpdate:Oct,20192019 WPG Consolidated SalesBy Company/ Unit: MUSDYearQ1/05Q2/05Q3/05Q4/052019SACG 175210254265903WPIG5685916976802,536Rich-PowerNote*Note*7399172WPG Group7438011,0241,0443,612SACG (%)23.54%2

9、6.22%24.77%25.37%25.01%WPIG (%)76.46%73.78%68.10%65.14%70.22%RichPower (%)0%0%7.13%9.49%4.76%*Note: WPG acquired RP in end of Q2 2019; RPs revenue in Q1 & Q2 is not included. Update:May,20192019 WPG Consolidated SalesBy Region/ Unit: MUSDRegionQ1/05Q2/05Q3/05Q4/052019TWN2192113103361,076China391

10、4525675861,997ASEAN133137147122540Total7438011,0241,0443,612TWN (%)29.47%26.35%30.26%32.17%29.78%China (%)52.63%56.50%55.38%56.13%55.28%ASEAN (%)17.91%17.15%14.36%11.70%14.94%Update:May,2019WPI Group Major Product Lines* In Alphabetical Order* Updated May, 2019SAC Group Major Product Lines* In Alpha

11、betical Order* Updated May, 2019RichPower Major Product LinesTopRay Technologies* In Alphabetical Order* Updated May, 2019 Accounts ManagementTBMJBMHBMCBMMBMKBMTaiwanBasedManufacturersMultinationalBasedManufacturersChinaBasedManufacturersKoreaBasedManufacturersJapanBasedManufacturersHong KongBasedMa

12、nufacturersCustomer Marketing and its Segmentation集團式客戶集團式客戶Many-to-1中型客戶中型客戶1-to-11-to-FewKey OEMsKey OEMsBy end productBy end product小型客戶小型客戶1-to-ManyDriver Market leadersFuture StarFACILITIESAutomated Programmers: BP Micro, HILO, SG, AdvantechManual Programmers: BP Micro, DataIO, SG, Advantech, M

13、inato, Customised programmer.CAPABILITIESMultiple Devices Support :PROMs, EPROMs, EEPROMs, Flash ROMs, SPLDs, CPLDs, FPGAs, Micro-Controllers, CSPPROGRAMMING EQUIPMENTSSingaporeZhuhaiTaiwanE-PROG Programming Locationsz Singapore production space of 3,000sq ft.z Taiwan production space of 2,500 sq ft

14、.z China, Zhuhai production space of 11,000 sq ft.Programs Available to CustomersVMI/SMI: Vendor/Supplier Managed Inventory throughConsignment ProgramProximity WarehousesBuffering Program4PL Solutions: Mfg-WPI-Customer-Hub InvolvementRLT: Reduced Lead-time ProgramHUB: Centralized Warehousing/Logisti

15、c ServicesFinance and Cost Saving analysisE-Programming servicesB2B e-Supply Chain ServicesMRPPO InvoicePaymentRMACustomer AWPIForecasting & Confirming schedulePO confirm & FulfillmentDelivering from VMI hubVMI invoicing & A/R Receipt & deduct A/RWeb serviceWeb service Internet or We

16、b serviceInternetInternet & paperB2B data exchangeManualOperations flow chartManuel confirm POPrice control by system6 Months FCST (Monthly)Place PO with VendorWPGOracle &Informix DBERPInventory Training HRISOMPOAccountingFinancialCredit RosettaNetWMSi2E-ServiceWork FlowEIPBSCEDICRMBI WPGs I

17、nformation System B2B e-Supply Chain Service ChannelsWPG B2BCustomers/ VendorsInternet - RosettaNetInternet WPI e-ServiceInternet VAN /AS2- EDIInternet WEBDirect/HubInternet - XMLRFQ / Forecast Delivery ScheduleOrders/ ShipmentInvoice/PaymentVMIOrders/ ForecastCredit/ InventoryDelivery Schedule Resa

18、le ReportInventoryForecastShipmentRFQRFQ / ForecastOrdersForecast/ OrdersDelivery ScheduleShipmentInvoiceVMIOrderTrading partnersTrading partnersTrading partnersPO ManagementOM ManagementINV ManagementAP ManagementPO ManagementPO ManagementPO ManagementPO ManagementWMS WPG RosettaNet status -PIPsz I

19、mplemented following PIPs:z Product : 2A1- Production Informationz RFQ : 3A2- Query Price & Availability z 3A10- Notify of Quote Acknowledgmentz VMI : 4C1- Inventory Reportz Forecast : 4A4- Notify of Planning Release FCST z 4A5- Notify of Forecast Replyz Orders : 3A4- Request Purchase Orderz 3A7- Notify of