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市場調查報告書

日本的半導體製造業趨勢:大企業的策略

Japanese Semiconductor Manufacturing Industry Development and Strategies of Key Players

出版商 MIC - Market Intelligence & Consulting Institute 商品編碼 911277
出版日期 內容資訊 英文 29 Pages
商品交期: 最快1-2個工作天內
價格
日本的半導體製造業趨勢:大企業的策略 Japanese Semiconductor Manufacturing Industry Development and Strategies of Key Players
出版日期: 2019年09月20日內容資訊: 英文 29 Pages
簡介

日本的半導體行業以前基於集成設備製造商(IDM)模式發展,不僅已成為亞洲的領導者,而且在世界範圍內也已發展無與倫比。但是,在過去的幾年中,日本一直落後於該行業的結構變化,並逐漸失去了競爭力。。

本報告提供日本的半導體產業現況與未來展望相關分析,彙整目前國際市場上地位 (世界排行榜名次) ,及大企業趨勢──近來情勢,目前的優勢和弱點,今後的企業發展策略 (自動駕駛車等)──等資訊,為您概述為以下內容。

第1章 產業現況

  • 東芝是唯一進入前十名的日本半導體品牌

第2章 日本的主要企業趨勢

  • 東芝
    • 日本第一大半導體製造商,世界排名第八
    • NAND快閃記憶體:是東芝主要的半導體收入來源
    • 東芝記憶體 (TMC):為了解決債務問題的企業分割
  • Panasonic
    • 錯過了市場變化,經營不善,不再是頂級公司
    • 收緊皮帶以專注於傳感器
  • 富士通
    • 世界排名第20位,沒有出色的產品
    • 半導體事業的企業分割和與其他製造商建立關係
    • 經營重組失敗後,富士通最終將出售其半導體業務,並轉向無晶圓廠模式
    • 富士通即將實現無晶圓廠化,並將專注於下一代內存
  • 瑞薩電子
    • 由於日本的工廠利用率持續下降,瑞薩電子已轉向外包生產
    • 組織改革,產品線重組,著重新興國家市場
    • 加快海外併購活動以提高效率
  • SONY
    • 分拆半導體部門,CMOS傳感器推動收入增長

第3章 MIC的見解

附錄

本報告提及的企業

  • 會津富士通半導體晶圓解決方案
  • Amkor
  • Apple
  • ArchiTek
  • ASE
  • Bain Capital
  • Broadcom
  • Foxconn
  • 富士通
  • Huawei
  • Hynix
  • IDT
  • Intel
  • Intersil
  • J-DEVICES
  • 松下電器產業
  • Micron
  • 三重富士通半導體
  • NEC電子產品
  • NVidia
  • OmniVision
  • ON Semiconductor
  • Panasonic
  • Qualcomm
  • 瑞薩電子
  • Samsung
  • SanDisk
  • SK Hynix
  • Socionext
  • SONY
  • SONYenergy·設備
  • SONY半導體解決方案
  • SONY儲存媒體·與·設備
  • Spansion
  • ST
  • TI
  • TMC
  • 東芝
  • TowerJazz
  • 豐田自動織機
  • TSMC
  • UMC
  • UTAC
  • WD
  • Westinghouse Electric
  • Xiaomi
  • ZMD
目錄
Product Code: SCRPT19083001

The Japanese semiconductor industry, which previously operated under the IDM (Integrated Device Manufacturer) model, not only was a leader in Asia, but also had a unprecedented role in the world. After many years passed, Japan was too slow to adjust to structural changes in the industry, causing it to gradually lose its edge. This report covers the current status and future development of the industry as it gears itself towards new application markets such as autonomous vehicles and explores strategies of key players, including Toshiba, Panasonic, Fujitsu, Renesas Electronics, and Sony.

Table of Contents

1. Industry Status

  • 1.1. Toshiba is the Only Japan’s Semiconductor Brand Left on Top 10 Player List

2. Development of Japan’s Key Players

  • 2.1. Toshiba
    • 2.1.1. Japan’s No. 1 Semiconductor Manufacturer, Ranked 8th in the World
    • 2.1.2. NAND Flash is Toshiba’s Main Semiconductor Revenue Source
    • 2.1.3. Toshiba Memory Corporation (TMC) Spun off to Fix Accounting Issues
  • 2.2. Panasonic
    • 2.2.1. Missed Market Changes, Poor Operations, No Longer a Top-ranked Company
    • 2.2.2. Tightening Belts to Focus on Sensors
  • 2.3. Fujitsu
    • 2.3.1. Ranked 20th in the World, with no Standout Products
    • 2.3.2. Semiconductor Business Split up to Build Relationships with Other Manufacturers
    • 2.3.3. After Restructuring Fails to Fix Performance, Fujitsu Will Eventually Sell its Semiconductor Business and Move Towards a Fabless Model
    • 2.3.4. Fujitsu is Going Almost Fabless, and will Focus on Next-Gen Memory
  • 2.4. Renesas Electronics
    • 2.4.1. Renesas has Turned to Outsourced Production as Japan’s Plant Utilization Rate Has Continued to Decline
    • 2.4.2. Organizational Reforms, Reshaped Product Lines, and a Focus on Emerging Market Segments
    • 2.4.3. Accelerated Foreign M&A Activity to Increase Efficiency
  • 2.5. Sony
    • 2.5.1. Sony Spins off Semiconductor Division, Revenue Growth Driven by CMOS Sensors

3. MIC Perspective

Appendix

  • Glossary of Terms
  • List of Companies

List of Figures

  • Figure 1: Top 10 Global Semiconductor Manufacturers in 2010 vs. 2018
  • Figure 2: Global Comparison of NAND Flash Manufacturing Processes
  • Figure 3: Global Market Share of Major NAND Flash Manufacturers
  • Figure 4: Panasonic’s Semiconductor Reorganization Strategy 2013-2018
  • Figure 5: Semiconductor Plants Currently Owned by Fujitsu
  • Figure 6: Semiconductor Plants Owned by Renesas, 2012-present
  • Figure 7: Capacity Utilization of Renesas’ Wafer Fabs in Japan
  • Figure 8: Renesas Income by Business Segment
  • Figure 9: Renesas’ Strategy by Product Category and Application Field
  • Figure 10: Renesas’ M&A Entry Strategy for Emerging Applications
  • Figure 11: Sony’s Semiconductor Income Distribution, 2015-2018
  • Figure 12: Distribution of Sony’s Main CMOS Imaging Sensor Factories

List of Topics

  • Development of the Japanese semiconductor brands in the global industry and includes top 10 shipment volume ranking in 2018
  • Development of major Japanese players, including Toshiba, Panasonic, Fujitsu, Renesas Electronics, and Sony, and touching on their advantages and disadvantages as well as their market and product strategies.

Companies covered:

  • Aizu Fujitsu Semiconductor Wafer Solution Ltd.
  • Amkor
  • Apple
  • ArchiTek
  • ASE
  • Bain Capital
  • Broadcom
  • Foxconn
  • Fujitsu
  • Huawei
  • Hynix
  • IDT
  • Intel
  • Intersil
  • J-Device
  • Matsushita Electric Industrial Co.
  • Ltd
  • Micron
  • Mie Fujitsu Semiconductor
  • NEC Electronics
  • NVidia
  • OmniVision
  • ON Semiconductor
  • Panasonic
  • Qualcomm
  • Renesas
  • Samsung
  • SanDisk
  • SK Hynix
  • Socionext
  • Sony
  • Sony Energy Devices
  • Sony Semiconductor Solutions
  • Sony Storage Media and Devices
  • Spansion
  • ST
  • TI
  • TMC
  • Toshiba
  • TowerJazz
  • Toyota Industries Corporation
  • TSMC
  • UMC
  • UTAC
  • WD
  • Westinghouse Electric
  • Xiaomi
  • ZMD