semiconductor market japan 2009

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8/14/2019 Semiconductor Market Japan 2009 http://slidepdf.com/reader/full/semiconductor-market-japan-2009 1/10 Igtle} Dt`ea Ogvgh Ekec}tnh`c Cnivnheh}s ! Sei`cnhmuc}nt @hmus}tp 4662 4660

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Page 1: Semiconductor Market Japan 2009

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Igtle} Dt`ea OgvghEkec}tnh`c Cnivnheh}s

! Sei`cnhmuc}nt @hmus}tp 4662

4660

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Suiigtp

․ Ogvgh+ z`}b }be secnhm kgtjes} ecnhnip `h }be zntkm+ teig`hs jkndgkkp cnive}`}`qe dp g s}tnhj ghmmphgi`c ekec}tnh`cs `hmus}tp

․ ekec}tnh`c cnivnheh}s ghm sei`cnhmuc}nts gte gh `h}ejtgk vgt} na }bg} `hmus}tp

․ }be s}tnhj meighm ant m`j`}gk cnhsuiet ekec}tnh`cs ghm n}bet b`jbehm vtnmuc}s aeg}ut`hj `h}ejtg}em cb`vs`s mt`q`hj vtnmuc}`nh

․ }tehms `h sei`cnhmuc}nt gvvk`cg}`nhs `hz`tekess ghm cgt ekec}tnh`cs gte esvec`gkkphn}eznt}bp

․ mesv`}e }be }tehm ginhj Ogvghese a`tis}n nu}snutce ighuagc}ut`hj }n nqetsegsvtnmuc}̀ nh ceh}ets+ sei`cnhmuc}ntscnh}`hue }n de vtnmucem kncgkkp

․ }be Ogvghese igtle} ant cb`vs+ gsmeinhs}tg}em dp }be vbehniehnh naSnhp‐s Vkgps}g}`nh 3+ `s q`dtgh} ghm begk}bp

․ gksn+ cb`v gvvk`cg}`nhs `h cgt ekec}tnh`csant Ogvgh gte gksn nh gh uvzgtm }tehm

․ kncgk vtnmuc}`nh `h Ogvgh ant b`jbwugk`}p`}eis `s teig``hhj b`jb

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Igtle} Nqetq`ez․ gccntm`hj OE@]G+ jkndgk vtnmuc}`nh `h }be ekec}tnh`cs ghm @] `hmus}t`es zgs antecgs}em }n `hctegse }n4=3 }t`kk`nh peh "-4(= }t`kk`nh) `h 4662

․ Ogvghese cnivgh`es gte ervec}em }n gccnuh} ant nhea`a}b na }b`s vtnmuc}`nh․ gs zntkmz`me meighm ant m`j`}gk vtnmuc}s jtnzs+ }be meighm zntkmz`me ant ekec}tnh`c cnivnheh}sghm sei`cnhmuc}nts z`kk gksn cnh}`hue }n ̀ hctegse

․ jkndgk tg}es ant Ogvghese igme sei`cnhmuc}nts ghm ekec}tnh`c cnivnheh}s `h cnhsuiet ekec}tnh`cvtnmuc}s gte ::% ghm 32%+ tesvec}`qekp

․ cutteh}kp `h Ogvgh+ z`}b cnhsuiet ekec}tnh`c ewu`vieh} jn`hj ‛m`j`}gk’ ghm `hctegs`hjkp aeg}ut`hj intesnvb`s}`cg}em auhc}`nhs+ }be kncgk meighm ant cnivnheh}s ghm cb`vs k`lez`se leevs jtnz`hj

․ }b`s ̀ s esvec`gkkp }tue ant z`tekess ewu`vieh} – sucb gs cekk vbnhes+ sigt} vbnhes+ ghm z`tekess KGH –ghm z`tekess }ecbhnknj`es – sucb gs Z`IGR ghm _`jDee(

․ gksn+ cb`v gvvk`cg}`nhs `h cgt ekec}tnh`cs ant Ogvgh gte gksn nh gh uvzgtm }tehm

․ kncgk vtnmuc}`nh `h Ogvgh `s hn} sbt`hl`hj zb`ke }be }tehm igp de ant ighuagc}ut`hj ecnhni`es }nnu}snutce vtnmuc}`nh "Ogvgh `hckumem)+ `h Ogvgh‐s ekec}tnh`cs `hmus}tp+ zbete b`jbetehm vtnmuc}stewu`te vtnmuc} tek`gd`k`}p ghm cknse wugk`}p cnh}tnk+ sei`cnhmuc}nts ant }bnse vtnmuc}s cnh}`hue }n deighuagc}utem `h Ogvgh "gs nvvnsem }n knzetehm jehetgk ig}et`gks zb`cb }ehm }n de ighuagc}utem

cknse }n }be nqetsegs vtnmuc}`nh ceh}ets)

․ gs Ogvghese cnhsuiet ekec}tnh`cs ighuagc}utets ghm }ekecniiuh`cg}`nhs ewu`vieh} ighuagc}utetsinqe vtnmuc}`nh "gsseidkp) nqetsegs+ sucb gs }n Cb`hg+ cnivnheh}s sb`vvem }n }bnse vtnmuc}`nh k`hescnuh} gs ‛ervnt}s’ atni Ogvgh

․ Ogvghese igtle} ghm meighm ant cb`vs ̀ s wu`}e begk}bp "see Cbgt} 7)

․ gccntm`hj }n OE@]G+ mnies}`c vtnmuc}`nh na sei`cnhmuc}nts ghm ekec}tnh`c cnivnheh}s `h Ogvgh z`kkcnh}`hue }n `hctegse `h }be au}ute+ z`}b gh ervec}em jtnz}b tg}e na 5% `h 4660(

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=

Igtle} S`e

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Mnies}`c Vtnmuc}`nh

]be vtnmuc}`nh na k`wu`m ctps}gk meq`ces "KCMs) `s s}`kk jtnz`hj( Z`}b }be Nkpiv`c Jgies `h De`o`hj+meighm ant KCM ]Qs zgs qetp s}tnhj `h 4662( Decguse na }b`s jtnz}b+ cnhsuiets cgh dehea`} atni}be ecnhni`es na scgke ghm }be tesuk}`hj knzet vt`ces( Ogvghese ]Q ighuagc}utets+ }btnujb`h}ethgk `ivtnqeieh} `h eaa`c`ehc`es ghm knzet`hj na vtnmuc}`nh cns}s+ gte a`hghc`gkkp s}gdke ghm gtejehetg}`hj vtna`}s mesv`}e }be knzet`hj te}g`k vt`ces(

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1

Lep Suvvk`ets

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Igtle} Vtnsvec}s ! Eh}tp

Vtnsvec}`qe Dupets

Cnhsuiet ekec}tnh`cs ghm }ekecniiuh`cg}`nh`hmus}t`es gte }be }nv vtnsvec}`qe dupets `hOgvgh( Inte teceh}kp+ }be gu}nin}`qe `hmus}tp`s vtnq`hj }n de g ags}jtnz`hj vtnsvec}`qeigtle}(

Ogvghese mnies}`c vtnmuc}`nh na cgt ekec}tnh`cs vtnmuc}s "4667 }n 4674<i`kk`nhs na uh`}s< ntghje 9 cnkk`s`nh gqn`mghce tekg}em+ k`jb} dkue 9 cnkk`s`nhsgae}p tekg}em+ v`hl 9 qeb`cke `h}et`nt cnh}tnk tekg}em+ mgtlet dkue 9 mt`q`hjtekg}em+ jteeh 9 ehj`he cnh}tnk tekg}em) Snutce? Pghn Tesegtcb

Igtle} Eh}tp

]n eh}et `h}n }be Ogvghese igtle}+ ante`jhsuvvk`ets gte ehcnutgjem }n cnhs`met }be

ankknz`hj?

Vtnmuc} Kncgk`g}`nh.Cus}ni`g}`nh `sesseh}`gk }n cgv}ute }be Ogvgheseigtle}

Teceh}kp+ Ogvghese m`s}t`du}nts }ehm }n vteaet iuk}`m`s}t`du}nt sps}eis+ gs nvvnsem }n erckus`qecnh}tgc}s( Ighp m`s}t`du}nts bgqe svec`gk`g}`nhs+ sejieh}em dp }ecbhnknjp nt jenjtgvb`c tej`nh

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Igtle} Vtnsvec}s

Her} jehetg}`nh z`tekess }ecbhnknj`es+ sucb gs Z`IGR ghm _`jDee+ gte igont gtegs ant jtnz}b ghm }beOgvghese ind`ke `hmus}tp `s gc}`qekp seel`hj `hhnqg}`qe bgtmzgte ghm sna}zgte gvvk`cg}`nhs ant }bese

}ecbhnknj`es( Nhe Sejieh} Dtngmcgs}`hj "lhnzh gs $Nhe Sej$) `s g hez }pve na m`j`}gk }ettes}t`gkdtngmcgs}`hj ant ind`ke vbnhes ghm cgt hgq`jg}`nh sps}eis( @} zgs kguhcbem `h Ogvgh `h Gvt`k 4661( NheSej gkknzs usets }n q`ez ]Q vtnjtgii`hj `h b`jb mea`h`}`nh nqet }be`t vbnhes nt `h }be t̀ cgts( Gccntm`hj}n }be Auo` Cb`ietg Tesegtcb @hs}`}u}e+ cnivnheh}s tekg}em }n Nhe Sej gvvk`cg}`nhs z`kk tegcb g igtle}keqek na -=66 i`kk̀ nh dp 4677( Cnivnheh}s ant auek dg}}et`es gte gksn sbnz`hj }teiehmnus jtnz}b(Gccntm`hj }n OE]TN+ }be Ogvghese auek dg}}etp igtle} z`kk tegcb -066 i`kk`nh dp 4676+ uv atni -426i`kk`nh `h 466:(

Cnivnheh}s ant cgt ekec}tnh`cs gksn naaet nvvnt}uh`}`es+ esvec`gkkp ̀ h }be ankknz`hj gvvk`cg}`nhs?

․ Ekec}tnh`c S}gd`k`}p Cnh}tnk Sps}eis – @h Ogvgh+ }be vetceh}gje na cgts z`}b ekec}tnh`c s}gd`k`}pcnh}tnk sps}eis `s nhkp 76%+ zbetegs `h }be Uh`}em S}g}es+ gkk cgts snkm ga}et Sev}eidet 4677 z`kkcnie z`}b }bese sps}eis `hs}gkkem+ Ogvgh `s ervec}em }n ankknz }b`s }tehm

․ Gmgv}`qe Atnh} K`jb}`hj Sps}eis "GAS) – J`qeh }be Ogvgh‐s hgttnz ghm cnivker tngms+ GAS `s guseauk gvvk`cg}`nh ant }be Ogvghese igtle}

․ H`jb} Q`s`nh Sps}eis – Jkndgkkp+ }be huidet na cgts z`}b h`jb} q`s`nh sps}eis `h 466: zgs nhkp4:6+666( ]b`s huidet `s ervec}em }n `hctegse+ bnzeqet+ }n 3+:66+666 dp 4676+ gccntm`hj }n }beVtess Onuthgk( Gs z`}b GAS+ `} z`kk de esvec`gkkp vnvukgt `h Ogvgh

․ Vnt}gdke ]Q Inmukes – ]be huidet na cgts z`}b vnt}gdke ]Q inmukes zgs 455+666 `h 466: du} z`kk`hctegse }n =+146+666 dp 4676+ gccntm`hj }n }be Vtess Onuthgk

․ N}bet useauk gvvk`cg}`nhs? Ctu`se Cnh}tnk Sps}eis ghm M`svkgp Inh`}nts

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․ Er}teie ancus nh wugk`}p ghm nh cus}niet setq`ce "pnu z`kk a`hm }be d`jjes} ckg`i tg}e zntkmz`me `h Ogvgh)

․ Heem }n sbnz knhj }eti cnii`}}eieh} }n Ogvgh

․ Ercekkeh} m`s}t`du}`nh ghm setq`ce he}zntl g ius}

․ Snie gmgv}`nh }n }be Ogvghese igtle} na}eh tewu`tem

․ Er}teie heem ghm tewues} ant }ecbh`cgk `hantig}`nh ghm mncuieh}g}`nh

․ Cknse ghm atewueh} cniiuh`cg}`nh }n vgt}het ghm cus}niets hecessgtp }n ig`h}g`h zekkzntl`hj knhj

}eti tekg}`nhs

․ Ancus bgtm nh b`t`hj }nv venvke "g vnnk na qetp }gkeh}em Ogvghese gte gqg`kgdke `a pnu scteeh cgteaukkp)(

Use tectu`}`hj gjehc`es ghm begmbuh}ets tg}bet }bgh vt`h}em nt `h}ethe} gms

․ NL }n }gle g vtei`ui vt`ce s}`kk+ gk}bnujb }be igtle} `s decni`hj inte cnive}`}`qe

Aez lep vn`h}s `h tejgtms }n Ogvghese cus}niets

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Vtnaess`nhgk Ogvgh Dus`hess Meqeknvieh}?

․igtle} tesegtcb ! igtle}`hj `h}ekk`jehce․

sgkes vgt}het snutc`hj ! vgt}het hejn}`g}`nh․igtle}`hj ! m`tec} sgkes․ knj`s}`cs ! `ivnt} setq`ces․ e)cniietce ! zed meqeknvieh}․ s}gt})uv cnntm`hg}`nh ! }uth)gtnuhm ighgjeieh}․BT tectu`}`hj ! `h}et`i ighgjeieh}․ a`ti tevteseh}g}`nh ! VT ighgjeieh}

Ogvgh

Igtle}`hjSnku}`nhs

Zbg} ze cgh naaet }n `hctegse pnut sgkes `h Ogvgh (((