半导体行业的发展趋势 2010 普华永道(6)

中国半导体行业历史及现状

Figures

6 A change of pace for the semiconductor industry? Figures Fig. 1 The semiconductor industry and its environment............................15 Fig. 2 Product families of integrated circuits..............................................16 Fig. 3 Comparison of standard and customer-specific products, as well as typical factors of success.....................................................17 Fig. 4 Semiconductor sales........................................................................19 Fig. 5 Value chain according to Porter.......................................................23 Fig. 6 Front-end production processes......................................................25 Fig. 7 Back-end production processes.......................................................26 Fig. 8 Breakdown of sales according to semiconductor business models..............................................................................................28 Fig. 9 EBITDA margin broken down according to business models..........28 Fig. 10 EBIT margin broken down according to business models...............29 Fig. 11 Research and development spending broken down according to business models...........................................................................29 Fig. 12 Selling and administrative expenses broken down according to business models...........................................................................30 Fig. 13 Consolidation of the results of the analysis of competition..............31 Fig. 14 Example of technology cycle for the changeover to new technologies in semiconductor production.......................................36 Fig. 15 Breakdown of the installed worldwide production capacity by wafer size.........................................................................................41