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推薦這個部落格: 47
台灣半導體西進中國之經濟戰略
台灣的IC設計業登陸並開始營運者(台灣的上市/櫃公司), 除威盛在北京設立大型研發中心外, 仍等待政府對晶圓決策或悄悄地低調設立市場及行銷部門, 尚未大舉扣關, 原因是IC設計業要能和晶圓代工廠越靠近越好. 只要所需要的晶圓代工廠(開始要區分高階與低階, 目前應以0.25um為界限)留在台灣, IC設計公司就會留在台灣.
根據中國第一大手機與TV品牌TCL(香港之集團), 中國在2009年消費性電子(家用電器, 手機, 數位相機等)內需市場達6000億人民幣(約2.4兆台幣), 其中手機2004年生產2.26億部(0.787億部內銷, 1.46億部外銷), 已佔全球手機生產製造1/3以上, 由於中國的手機內需市場已達相當規模, 自創
中國目前有超過500家IC設計公司(台灣有300家), 但台灣IC設計公司占世界市場約30%, 中國約2%, 其餘60%為美國.
如果沒有政治風險及經濟戰略的考量, 台灣IC設計業如果能全力協助中國系統業者開發中國國內自有規格(中國系統業除了較喜歡台商外, 並非常看重台灣遠較中國先進之高階之晶圓代工業), 必定使中國IC產業更快成長, 也使台灣IC設計業得以因中國市場而維持後PC時代之高度成長.
台灣IC業西進, 儘早提供中國系統業者內需市場之消費性產品(特別是手機)晶片已經是必然的趨勢, 但晶圓代工廠是否一定得全面西進, 端看中國IC設計客戶(及中國政府)是否大到佔台積/聯電產量一定比例(比如1/10)以上, 以客戶之強大壓力來要求晶圓代工製造在地化(其實三通後, 台灣新竹到深圳, 到上海, 到北京, 交通或運輸不見得比上海到深圳, 或上海到北京來的慢). 以美國設計公司而言, 政治力量及民族意識未干預晶圓代工廠的地理位置, 因此美國設計業者以資金共同投資在台灣設8吋及12吋廠的台積與聯電, 而且台灣半導體業有全世界最強的Virtual FAB 之CIM軟體(如PROMIS), 全世界客戶可以透過Virtual FAB看到自己公司的所有產品製造到那一製程的哪一站, 量率如何. 中國政府有策略地把台灣的晶圓代工業吸引(逼迫)過去, 其策略為培植中芯與宏力使美國及台灣之IC設計業跟進幫助中國發展行動產品自有規格.
台灣半導體設計及晶圓代工目前仍領先中國10~15年左右, IC封裝領先則較易被趕上(若日月光不西進則可領先5~10年). 如何使台灣IC設計在中國搶占市場又能將領先的晶圓代工留在台灣? 是我們政府無時不刻要和台灣晶圓代工/IC設計業者對話, 甚至封裝測試業, 使台灣半導體業在政府的努力下, 有策略且在全球的保護傘下攻佔大陸IC市場並根留台灣.
台灣可以將高階的晶圓代工製程(如0.25um以下)仍留在台灣, 在評估中國晶圓代工業(中芯及宏力)即將追上台灣晶圓代工業的製程時(以0.25微米而言約再五年, 再逐步移進台積/聯電(和鑑)之大陸廠, 保持台灣晶圓代工業至少五~十年以上優勢, 並努力保護台灣的晶圓代工業在中國的智慧財產權及加強企業人才競業條款的罰責, 而目前政府的總戰略之重點應是合法處理聯電(和鑑)案, 使聯電未來可以和台積電一樣做一個支持政府半導體策略與中國競合的廠商.
《大陸最大IC設計公司》魏少軍:兩岸科技業合則兩利 站在台積電肩膀上 大唐獲利 籲半導體產業應全面合作【王玫文/台北報導】
中國大陸最大晶片設計公司大唐電信總裁魏少軍表示,為數四百廿一家的中國晶片設計公司即將面臨洗牌關鍵時點,有多少公司能順利存活仍不得而知。魏少軍並呼籲,兩岸晶片設計公司在未來幾年都有互補特性,只有合作才能創造雙贏,像大唐就是站在台積電「巨人的肩膀上」,才闖出今日成績。
魏少軍是在台北參加「兩岸晶片設計與系統產業互動研討會」時表示,中國大陸現約有四百廿一家晶片設計公司,但真正順利開發出產品進而創造營收的家數不到一百家。
以成立時點來說,二○○一年是中國晶片設計公司成立高峰期,魏少軍表示,如果是產品沒有順利開發出來的公司,很快就會面臨產業洗牌、資金募集困難等問題,屆時有多少公司能順利存活仍是疑問。
除了預言中國晶片設計產業將出現洗牌效應外,魏少軍昨天更不忘呼籲兩岸半導體產業應更進行全面性地合作。舉例來說,大唐電信最新以COMIP為核心的解決方案就在新竹的台積電下單。其中光是應用在PSTN 網路影像電話上,大唐就估計今年內將有一百萬顆晶片產出量。能有這樣的成績,魏少軍以「站在巨人的肩膀上」形容大唐與台積電間的合作關係。
除了晶片設計與製造的合作,魏少軍認為,台灣晶片設計公司比起中國公司,在管理、通路、行銷概念等方面更有經驗,他這次到台灣除了與業界交流資訊,也希望找到晶片代理銷售的夥伴。再以系統單晶片(SoC)為例,魏少軍認為由掌控全球製造核心的中國系統廠商定義功能與規格,再與矽智產元件(IP)供應商、台灣晶片設計公司等開發處理器、數位信號處理器等難度較高的元件,接著由中國晶片設計公司完成系統晶片設計,委由台灣晶圓代工與封測廠生產。最後交由台灣與大陸系統業者加工、銷售。
魏少軍強調,兩岸科技業儘管在特定領域相互競爭,但整體而言具有很強的互補性,且短時間內不會有大的變化。而未來半導體的主戰場將從網路通訊轉為消費性電子,目前中國已把手機、高畫質電視( HDTV)等列為消費性電子產品之列。魏少軍認為,消費性電子將主導未來十至廿年的半導體發展,而此市場規模將比過去電腦、通訊等任一市場更大,但競爭也會更激烈。
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昱晶興櫃成股后 拉抬綠能 20061222 |
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記者(羅秀文/台北報導)
昱晶今年上半年財報每股虧損0.67元,9月起轉虧為盈。由於太陽能電池需求看升,市場看好公司營運前景,今天在興櫃掛牌首日,第一筆成交價達263元,盤中最高來到315元,超越迎輝成為股后 昱晶能源科技成立於去年8月,由億光電子 (2393)董事長葉寅夫、前台塑石化主管郭俊雄等人發起成立,目前資本額7.04 億元,公司主要產品為太陽能電池,是繼茂迪 (6244)、益通(3452) 之後,第三家掛牌的本土太陽能電池業者。 昱晶今年第三季正式量產後,目前產能為30百萬瓦,第二條生產線預計在本月中投產,預計年產能將倍增至60百萬瓦。而公司目前也在進行竹南新廠房擴建,預計明年再增加2-4 條生產線,將總產能擴充至180百萬瓦以上。 茂迪與美國太陽能矽晶圓供應大廠MEMC合作日前破局,昱晶10月宣布與MEMC簽下為期10年、總量1000億元的供貨合約。同時MEMC也將認購欲晶10%股份,使昱晶成為國第一家獲得上游矽晶原料供應商入股的專業太陽能電池製造廠。
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It seems your are friend of Keta5th, and how many votes you got from 國策非五班?
I am ready to deliver your 五期之友證 for you.
As you know 五期之友 many many benifits:
1. free travel guide and living best service in New Zealand
2. free travel guide and living best service in Sleepingless Seattle.
3. free travel tour guide of Presidental Level(5 star) to Kinmen with sure ticket service.
4. free dinner from Paul and Paul's hightest advisory, Taipei City Representative Huang.
5. 2007~2010 4 year period:
free of traffic violation service in Taipei,
free un-devoloped site tour in Taipei,
free cafateria in Taipei City
representative Hall,
free publication request for any
publication of Taipei City,
free car service with conditional help in
Taipei from city representative in
Taipei City area
6. free entrance to Green World in Hsinchu
7. free tours to many High Tech Companies in Hsinchu S&T park and Tainan S&T park
8. confidential helps from DPP(endless period) and the EY level(within unsured period)
9. discount paid service in Gulf package in Yang-Mei area
10. free cancer physico consultant
11. free pre-registered visit to the Presidental Hall with or without @Bian's
or VP Lu's appearance.
12. free HighSpeed Railroad train tour book guide and assured ticket service before
train takeoff.(applied to the China Airline in similar condition)
13. best and discount sale for 蘭花 from high tech bio-tech global company
14. free entrance for any etagalan Keta5th's activity with or without pay
15 other requested in-time 24hrs service from Keta5th colleagues
Notes, these service are now only open to Jessica and Betty's girl friends of Keta School.
So, Please deliver our kindness to all the Women's Classed of Keta School.
But they need to lobby votes for Paul Huan in any means on 12/17
Wen
Keta5th Women's Class of Keka School Coordinator
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Authors predict 50% drop in costs of manufacturing PV components by 2015.
The world of current and emerging photovoltaic (PV) technologies is the focus of a new report from authors Paul Maycock and Travis Bradford, from PV Energy Systems and the Prometheus Institute for Sustainable Development, respectively. They address the performance of PV technologies and offer analysis, efficiencies and cost projections of the dominant technologies used in the photovoltaic (PV) industry today, including monocrystalline PV, multicrystalline PV, silicon ribbon and sheet, amorphous silicon, Copper Indium Diselenide (CIS)/Copper Indium Gallium Diselenide (CIGS), and concentrator cells. Maycock and Bradford, with a combined 50+ years in the PV industry, predict up to a 50% drop in the manufacturing cost of PV components by 2015 after careful analysis of silicon shortages, laboratory vs. production conditions, and emerging technologies.
Module efficiencies are important in determining the system performance by area; this factor can lead into economic issues involving the balance-of-systems (BOS) components and maximum system output when space is a constraint.
In the last decade, over 1,000 MW of new cell and module plants, primarily using multicrystalline silicon, have made much progress in increasing efficiency, increasing factory size, and reducing costs. The manufacturing cost and efficiency improvement forecasts made in the 1995 edition of this report have, for the most part, become reality. These cost reductions, primarily due to volume purchasing of raw materials and reduced silicon consumption owing to thinner slices and higher efficiency, have resulted in new plants with fully burdened module manufacturing costs at the $2.40-2.75 per peak Watt (DC) level. (Note: these costs do include the recent rise in the cost of pure polysilicon from an average of $20/kilogram in 2001 to over $50/kilogram in 2006.)
Conversely, most new amorphous silicon plants built in the last ten years have exceeded design costs and failed to reach design goals for efficiency and yields. With costs exceeding prices, the markets forecast for amorphous silicon power modules have not fully developed, though recent strong PV demand has led to resurgence in interest in the last year. One major new application for amorphous silicon is the use of flexible amorphous modules on membrane roofs and on standing seam metal roofs.
Like the amorphous silicon plants, Cadmium Telluride (CdTe) and Copper Indium (Gallium) di-Selinide (CIS or CIGS) pilot plants in the last decade have been delayed several years from original announcements for a variety of reasons, including lower than expected yields and difficulty with in situ interconnections and migration to large area formats.
Once adequate product stability (less than 1% annual degradation in electric output) and life of service (at least 25 years backed by an adequate warranty) are established, two factors are important in understanding the competitiveness and usefulness of any PV technology. These are the module's efficiency and its cost.
Module Efficiencies by Technology
Module efficiencies are important in determining the system performance by area; this factor can lead into economic issues involving the balance-of-systems (BOS) components and maximum system output when space is a constraint. It is important to focus on average, stable module production efficiencies here, as laboratory or best efficiencies may cloud comparisons across technologies.
Monocrystalline silicon modules can now be made at 18 percent efficiency, due primarily to the work of three leading silicon theorists and experimenters: Dr. Richard Swanson (SunPower), Professor Ageet Rohatgi (Georgia Institute of Technology) and Prof. Martin Greene (University of New South Wales). We forecast maximum module efficiency at 22-25 percent, with cell efficiency at 23-25 percent by 2015. SunPower's recent announcement of a 22%-efficient cell suggests that the technology is already moving quickly to meet that goal.
a-Si/monocrystalline (HIT) is made by depositing a layer of amorphous silicon on a monocrystalline slice. Currently produced by Sanyo, which refers to the technology as HIT, cell efficiencies are currently up to 18 percent, improving to 22-24 percent efficient by 2015, and will give the best of monocrystalline silicon modules a very tight race for module efficiency leadership.
Multicrystalline silicon modules will remain about a tenth less efficient than comparable monocrystalline silicon modules, due to the heterogeneous nature of the wafer. While only in the mid-teens today, these modules should still achieve efficiencies above 20 percent in the next decade.
Silicon ribbon and sheet (multicrystalline) modules will be about the same efficiency as cast ingot multicrystalline silicon modules, having closed the gap in the last few years. Essentially, these technologies create nearly identical multicrystalline wafers to the sawn ingots with significantly reduced silicon losses and fewer process steps from silicon to wafer.
Amorphous silicon and Cadmium Telluride modules will reach about 12 percent efficiency through better deposition and junctions. Copper Indium (G) di-Selinide (CIS/CIGS) modules will approach 14 percent in full-scale production, once the deposition technologies and encapsulation difficulties are worked out at volumes higher than today's production.
PV Technology, Performance, and Manufacturing Cost - 2006, which will be released on December 15, 2006, costs $1,200. Half of the proceeds will support the Prometheus Institute for Sustainable Development, a nonprofit research and educational organization working to accelerate the deployment of socially beneficial technologies.
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,僅次於華擎 (3515)。