第六章、 建議及結論
第二節、 結論
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半導體通路產業中已經是大則恆大的整併趨勢下，專業銷售記憶體的通路商仍有 持續並獨特的生存空間及可以建構的競爭優勢，在經過以 4C 策略行銷理論為核 心對記憶體晶片的交易成本做出解析，將其所需要的外顯單位效益成本與內隱交 換成本分別條列出來，一方面就賣方，為取得成功交易所需要有的競爭策略，另 一方面就買方為降低成本可以先設定的策略，分別在此論文做出研究及探討，希 望系統商及通路商在採購及銷售記憶體晶片時可以有所參考及依據。
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參考文獻
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6. 胡聖生(2002)，我國半導體零件通路產業之競爭策略分析-以世帄興業股份有 限公司為例，國立中山大學企業管理學系研究所。
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國立交通大學科學管理碩士研究所。
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14. Birger Wernerfelt, 1984, A Resource-Based View of the Firm., Strategic Management Journal, Vol. 5, No. 2. (Apr. - Jun., 1984), pp. 171-180.
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17. Garrett James Hardin, 1960, The Competitive Exclusion Principle. Science 131, 1292-1297.
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21. https://www.wpgholdings.com/investors/financial_highlights 22. https://kknews.cc/zh-tw/tech/ek4p4bz.html
23. https://news.cnyes.com/news/id/4304983
24. http://technews.tw/2018/04/11/semiconductor-leaders-marketshares-surge-over-th e-past-10-years/
25. https://technews.tw/2019/01/14/gartner-says-global-semiconductor-revenue-growt h-in-2018/
26. https://seekingalpha.com/article/4173920-can-demand-server-drams-met-years-li mited-production-capacity-increases
27. https://www.dramexchange.com/
28. http://www.libnet.sh.cn:82/gate/big5/www.istis.sh.cn/list/list.aspx?id=2929 29. https://www.jedec.org/standards-documents
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附錄
附錄 1
Vendor Managed Inventory Agreement
Between
TG Electronic Pte Ltd.
ADDRESS TELEPHONE No
(Hereafter referred to as “SUPPLIER”)
AND
SA TECHNOLOGY CO., LTD.
ADDRESS TELEPHNE No.
(Hereafter referred to as “SA”)
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1. Scope
1.1. This agreement addresses contract Memory Contract Price for Year 2018 Parts Supply between (Supplier’s) supply of agreed year 2018 price and quantity to SA.
1.2. This agreement addresses Terms and Conditions applicable to TG Electronic Pte Ltd.
(Supplier’s) supply of agreed Parts to SA on Vendor Managed Inventory basis. The Parts will be physically stored at SA’s free trade zone or at agreed location.
2. Procedure
2.1. Supplier shall ensure the availability of the Vendor Managed Inventory according to Appendix 1.
2.2. Minimum Product Inventory Level is defined as a level of Product inventory in a finished goods state which never drops below an amount as specified in Attachment 1 and Supplier hereby agrees to maintain this level. These Products will be accessible to SA within the agreed terms as specified in Appendix 1.
2.3. Supplier will establish and maintain a further buffer inventory in addition to the forecast. If actual Product demand is higher than the forecasted demand, then the outstanding quantity required will be pulled from the buffer stock. Supplier will replenish the buffer inventory to the minimum quantity if higher consumption continues but there has to be an understanding that unless free stock appears then it will take manufacturers lead time to replenish. This may mean that the quantity in buffer will drop below the agreed minimum, if the consumed quantity reflects forecast, the buffer stock will remain static.
2.4. Title of parts will not be passed to SA until delivery to SA has taken place.
2.5. SA shall provide supplier with a long-term forecast on weekly basis. Supplier will ensure that the forecast is used to ensure the agreed availability of parts. The scheduled dates and quantities in the forecast schedule have a forecast horizon of 16 weeks, are only indicative and non-binding and unless otherwise agreed, expressed in weekly requirements. Supplier shall acknowledge receipt of the forecast within one (1) working day.
2.6. Within three (3) working days of receipt of SA’s forecast. Supplier shall confirm to SA, their ability to deliver the following four (4) weeks forecasted quantities, or define any deficiencies in supply compared to the forecasted demand and submit proposed actions to improve delivery time.
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2.7. In the event of delivery problems beyond the first four (4) weeks, Supplier must submit recovery plans with proposed actions within five (5) days.
2.8. Supplier and VMI review the buffer quantities and agreed prices as required but at least once every six months.
2.9. In the event of changing lead-times, Supplier undertakes to inform SA immediately.
2.10.If Supplier is unable to ship parts according to exact quantities required by SA, the supplier must ensure that it is shipped to the nearest pack quantities (SPQ) but not less than SA’s required quantities. Minimum order quantities (MOQ) shall not apply.
2.11.Supplier agrees to make all reasonable efforts to support requirements that have not been forecasted. It is understood that there may be an initial ordering lead-time, based on market conditions and manufacturing cycle time, required for Supplier to support upside requests and delivery when a product is first loaded to the VMI program.
2.12.Supplier agrees to provide SA a Monthly Report summarizing Product Inventory Level at its hub. Supplier will provide the year-to-date report showing the quantities of product “pulled” by SA within 2 working days upon requested by SA.
2.13.SA contracts for and Supplier agrees to deliver products that conform to Manufacturer’s specification. SA shall be obliged to inspect the identity, quantity and open defects of the delivered products and notify the Supplier of any open defects or deviations within ten days after delivery. If the products are defective and Supplier has been notified of such defect in due time (15 days upon receiving the goods for open defects and 15 working days upon discovery, and within the warranty period, for hidden defects), Supplier shall, at its option, be obliged only to either rectify the defect or deliver products free of defect. The warranty period will commence upon SA receiving the products and will be valid for not less than 18 months thereafter.
2.14.Supplier will at all times, endeavor to ensure that replacement parts shall be made available and delivered to SA in the fastest possible way.
2.15.Supplier shall enter into a non-disclosure agreement with SA.
3. Liabilities
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3.1. For standard products in VMI, SA is liable for contract price and quantity in contract Memory Contract Price for Year 2018 Parts Supply.
3.2. For standard products, SA is liable for quantities that are not utilized from the buffer stock and in the forecast. Unless otherwise agreed upon in writing, cancellation window and NCNR (Non-Cancelable / Non-Returnable) shall apply.
4. Termination of Agreement
4.1. This agreement shall remain in effect until terminated in writing by either party with sixty (60) days prior notice to the other party.
Buyer: SA Technology Co., Ltd. Supplier: TG Electronic Pte Ltd.
Authorized Signature: Authorized Signature:
Name: Name:
Date: Date:
Appendix 1
It is agreed that the Terms of Supply to SA shall be as follows:
Term Standard Products
Product Cancellation 4 weeks cancellation from scheduled shipment unless pre-agreed between parties.
Product Reschedule One week reschedule window from scheduled delivery unless pre-agreed between parties.
Order Lead-time Without forecast: With forecast:
Maximum 4 weeks Maximum 2 weeks
Replenishment Lead-time for Upsides
Minimum Qty +50%: Minimum Qty +100%:
Within 2 weeks Within 4 weeks
Any Qty: Within 8 weeks
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Memory Contract Price for Year 2018 Parts Supply
1. 2018 contact price agreed by Supplier and SA
Brand Official Part No. Agreed Contract Price Agreed Contract Quantity
PROMOS V59C1512164QD US$ 0.83/ea 100K
HYNIX H27U1G8F2BTR-BC US$ 1.53/ea. 100K
Addition condition: If market price fluctuates plus or minus 10% over the contract pric e, both parts keep right to re-negotiate price.
2. SA, hereby provides the forecast for year 2018 as below, [Table]
Date : 2017.12.01 Unit : K
pcs
TG P/N Customer
P/N
Year 2012(Jan ~ Dec)
1Q 2Q 3Q 4Q TTL
V59C1512164QD H27U1G8F2BTR-BC
Supplier, hereby provides the supplying volume forecast for year 2018 as below:
[Table]
Date : 2017.12.01 Unit : K
pcs
TG P/N Customer
P/N
Year 2012(Jan ~ Dec)
1Q 2Q 3Q 4Q TTL
V59C1512164QD H27U1G8F2BTR-BC
Customer: SA Technology Co., Ltd Supplier : TG Electronics Pte Ltd..
BY: _______ BY: ______
NAME: __ NAME: ___________
TITLE: __ TITLE: __________
DATE: _____ DATE: _________