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下面附上一則新聞讓大家了解時事

工商時報【劉佩真台灣經濟研究院產經資料庫副研究員】

2015~2016年以來全球半導體封測行業呈現快速整併的態勢,包括中國長電科技收購新加坡STATS ChipPAC、美國Amkor完成對日本封測廠J-Device的收購,以及通富微電斥資3.7億美元買下AMD蘇州和馬來西亞檳城封測廠、華天科技收購美國FCI公司,使得全球行業集中度大幅提高。

而近來中國半導體封測行業再度展開新的一頁,即中芯國際以26.55億元人民幣注資長電科技,並成為長電科技第一大股東,代表聯盟關係牢不可破,再加上集成電路設計端的部分,此意謂強強聯手將打造中國半導體最強隊伍,更顯示中國亟欲重塑產業格局,並有意建構類似台積電+日月光+聯發科的國際產業聯盟,期望發揮中芯國際前段28奈米製程產線、長電科技中後段高階封測的技術實力、紫光集團的展訊與銳迪科的研發能量,儼然此聯盟將成為全球半導體產業中重要的中國力量。

事實上,在中國政府傾其全力大舉扶植之下,四組半導體產業聯盟已呼之欲出,首先一號種子隊則是以紫光集團旗下的展訊、銳迪科,搭配中芯國際、長電科技,其可說是現階段中國半導體各領域的翹楚,而華天科技、武漢新芯則簽屬戰略合作協議,在製造與封測領域展開深度合作,通富微電則是與華力微電子、華虹宏力在晶片設計、Bumping、FC/TSV/SiP等領域進行長期合作,至於格科微/豪威科技、武漢新芯/華虹宏力、晶方科技為另一組中國半導體聯盟的代表。

以中國第一大半導體封測廠--長電科技而言,雖然2016年首季獲利表現仍因合併處於虧損狀態的新加坡STATS ChipPAC而呈現衰退局面,但隨著STATS ChipPAC盈利能力持續改善,並可望於2016年下半年實現轉虧為盈,屆時長電科技整體業績將有機會實現高速成長的目標,特別是長電科技合併STATS ChipPAC的戰略意義重大,除有助於長電科技在全球半導體封測行業的排名由第六大躍升至第四大,全球市佔率由3.9%提升至10%,更可有效擴展歐美高階的客戶基礎,同時有助於長電科技的產品布局遍布高中低階封測領域,涉足各類半導體產品終端市場的應用領域。

隨著長電科技購併STATS ChipPAC後,2016年已有機會成為Apple 系統級封裝僅次於日月光的第二供應商,其中2016年 iPhone 7觸控面板感應晶片的系統及模組訂單將交由長電科技、Murata,此外,STATS ChipPAC也成為抗電磁波晶片的封裝供應商之列,長電科技也跟著受惠,此皆顯示長電科技已藉由購併國際封裝廠的策略快速切入Apple供應鏈。

對於台灣半導體封測業者來說,應留意2016年長電科技資產量體已有顯著提升,包括其固定資產、在建工程規模為151億元人民幣,同時2016年年度投資計畫總額更為47.5億元人民幣,另外截至2015年底,長電科技共計擁有2,047項專利,分布於美國、新加坡、韓國、中國、台灣,代表著長電科技整體資產的質與量正產生結構性的提升。

此外,長電科技蠶食日月光在Apple系統級封測訂單,實已震撼兩岸業界,未來長電科技更寄望能與日月光成為全球系統級封裝領域中雙寡頭壟斷的供應商,同時STATS ChipPAC新加坡廠的嵌入式晶圓級球柵陣列封裝技術已實現量產,企圖抗衡台積電的整合型扇出型封裝技術,此皆不難看出長電科技的強烈企圖心,而對於我國半導體封測廠商的威脅程度更是與日俱增,顯示兩岸封測戰役已全面升級,國內業者應對中國半導體封測勢力快速崛起之姿擬定完整的戰略與策略來加以因應,快速拉大與對岸的競爭差距將是我國半導體封測企業的當務之急。



















台灣興隆毛巾-格子花布純棉加厚浴巾--米白色 (單條)
















台灣興隆毛巾-格子花布純棉加厚浴巾3條組


評價






2016





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台灣興隆毛巾-日本狗純棉剪絨浴巾--藍色(單條)










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價格比較ptt>台灣興隆毛巾-日本狗純棉剪絨浴巾--粉色(單條)
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