國際車用晶片荒 經部約四大半導體廠談三 - 工程師
By Hedda
at 2021-01-30T18:46
at 2021-01-30T18:46
Table of Contents
※ [本文轉錄自 cjol 信箱]
作者: orze04 (orz) 看板: Gossiping
標題: [新聞] 國際車用晶片荒 經部約四大半導體廠談三
時間: Wed Jan 27 23:50:33 2021
1.媒體來源:
經濟日報
2.記者署名:
黃有容
3.完整新聞標題:
國際車用晶片荒 經部約四大半導體廠談三方向支援
4.完整新聞內文:
國際大型車廠車用晶片短缺,歐盟、日本、美國皆向台灣求援,經濟部長王美花與國發會
主委龔明鑫今(27)日共同主持午餐會,邀請國內四家半導體製造大廠台積電、力積電、
世界先進、聯電與會討論如何支援國際車用晶片荒。王美花會後說明,業者都願意幫忙,
並討論出「一共識、三方向」,盡力配合政府請求、支援車用晶片。
該午餐會包括台積電副總方淑華、力積董事長黃崇仁、世界先進副總劉啟光、聯電總經理
簡山傑,皆應邀出席,王美花表示,會中獲得共識,廠商了解到國際車用晶片需求的重要
性,也願意配合政府的請求,盡量支援車用晶片,讓不管是美國、歐盟或日本等國,可以
得到更多晶片來支持生產。
具體如何做到,會中也討論出三個方向。第一,廠商會把生產線更優化,比如本來100%產
能,盡量拉高到102%、103%,多的生產量就提供給車用晶片使用。
第二,因為晶片供不應求,廠商對不同產業設定了不同的支援率(supporting rate),
比如某產業下單100片,廠商可能只能供80片,廠商目前同意在車用晶片部分將支援率拉
到最高,用最優先的態度來解決車用晶片的需求。
第三,由於車用晶片需求緊急,並且缺的量很大,廠商也願意和其他產品客戶協調,例如
延後或減少交貨量,把協調後的產能空間全部轉給車用晶片。不過,這點涉及到複雜的商
業談判,廠商強調,必須要其他客戶也體諒、願意合作,才會有比較大的進展。
有專家建議,可以用車用晶片換取新冠肺炎疫苗,王美花回應「這是不同議題」。同時,
在供不應求的情況下,半導體製造廠商會不會漲價,王美花則說,現在光想如何擠出產能
都已經很困難,沒有討論到漲價議題。
王美花指出,其實車用晶片在2019到2020年就有減單情形,到2020年第二季時,台灣晶片
製造商發現,所有需要遠距的產品,例如筆電、手機、電腦等需要的晶片都在增加,而在
此同時車用晶片在減單,廠商察覺這恐怕會造成未來的危機,也提出相關示警,表示「如
果再減單,未來要恢復會非常困難」。
果然在疫情爆發後,晶片需求不斷快速增加,同時5G需求也增加晶片需要,王美花說,四
家廠商都提到,目前生產線是滿載、供不應求,甚至是超載的。也因此沒有餘裕提供給車
用晶片,造成國際車廠的車缺了重要晶片無法銷售,工廠可能因此減產、甚至停工,對工
人、產業鏈的影響都非常重大。
王美花表示,「今天是一個好的開始」,但看起來這會是較長期的需求,需要時間來解決
,業者願意盡最大的努力來做,這也凸顯了台灣半導體產業在供應鏈上扮演非常關鍵的角
色、顯現台灣半導體產業的重要性。
5.完整新聞連結 (或短網址):
https://money.udn.com/money/story/5612/5209912
6.備註:
相較車廠,其他客戶(蘋果、高通、AMD)屁股更大吧
--
作者: orze04 (orz) 看板: Gossiping
標題: [新聞] 國際車用晶片荒 經部約四大半導體廠談三
時間: Wed Jan 27 23:50:33 2021
1.媒體來源:
經濟日報
2.記者署名:
黃有容
3.完整新聞標題:
國際車用晶片荒 經部約四大半導體廠談三方向支援
4.完整新聞內文:
國際大型車廠車用晶片短缺,歐盟、日本、美國皆向台灣求援,經濟部長王美花與國發會
主委龔明鑫今(27)日共同主持午餐會,邀請國內四家半導體製造大廠台積電、力積電、
世界先進、聯電與會討論如何支援國際車用晶片荒。王美花會後說明,業者都願意幫忙,
並討論出「一共識、三方向」,盡力配合政府請求、支援車用晶片。
該午餐會包括台積電副總方淑華、力積董事長黃崇仁、世界先進副總劉啟光、聯電總經理
簡山傑,皆應邀出席,王美花表示,會中獲得共識,廠商了解到國際車用晶片需求的重要
性,也願意配合政府的請求,盡量支援車用晶片,讓不管是美國、歐盟或日本等國,可以
得到更多晶片來支持生產。
具體如何做到,會中也討論出三個方向。第一,廠商會把生產線更優化,比如本來100%產
能,盡量拉高到102%、103%,多的生產量就提供給車用晶片使用。
第二,因為晶片供不應求,廠商對不同產業設定了不同的支援率(supporting rate),
比如某產業下單100片,廠商可能只能供80片,廠商目前同意在車用晶片部分將支援率拉
到最高,用最優先的態度來解決車用晶片的需求。
第三,由於車用晶片需求緊急,並且缺的量很大,廠商也願意和其他產品客戶協調,例如
延後或減少交貨量,把協調後的產能空間全部轉給車用晶片。不過,這點涉及到複雜的商
業談判,廠商強調,必須要其他客戶也體諒、願意合作,才會有比較大的進展。
有專家建議,可以用車用晶片換取新冠肺炎疫苗,王美花回應「這是不同議題」。同時,
在供不應求的情況下,半導體製造廠商會不會漲價,王美花則說,現在光想如何擠出產能
都已經很困難,沒有討論到漲價議題。
王美花指出,其實車用晶片在2019到2020年就有減單情形,到2020年第二季時,台灣晶片
製造商發現,所有需要遠距的產品,例如筆電、手機、電腦等需要的晶片都在增加,而在
此同時車用晶片在減單,廠商察覺這恐怕會造成未來的危機,也提出相關示警,表示「如
果再減單,未來要恢復會非常困難」。
果然在疫情爆發後,晶片需求不斷快速增加,同時5G需求也增加晶片需要,王美花說,四
家廠商都提到,目前生產線是滿載、供不應求,甚至是超載的。也因此沒有餘裕提供給車
用晶片,造成國際車廠的車缺了重要晶片無法銷售,工廠可能因此減產、甚至停工,對工
人、產業鏈的影響都非常重大。
王美花表示,「今天是一個好的開始」,但看起來這會是較長期的需求,需要時間來解決
,業者願意盡最大的努力來做,這也凸顯了台灣半導體產業在供應鏈上扮演非常關鍵的角
色、顯現台灣半導體產業的重要性。
5.完整新聞連結 (或短網址):
https://money.udn.com/money/story/5612/5209912
6.備註:
相較車廠,其他客戶(蘋果、高通、AMD)屁股更大吧
--
Tags:
工程師
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