2015年3月25日 星期三

SEMI Tools Company in TW


Brooks Automation TW introduced her cluster robot automation kit.
  • Korea's yearly selling was much more than they did in TW.
  • Most TW's company stayed in low end/cost product, little investment for next generation.
  • Strange because of TW's leading position in semiconductor manufacturing.



TW company Running as a traditional way, being sad, in a way of
  • 土法煉鋼 w/o grasping the fundamental know how and why
  • try to duplicate others' product, reverse engineering
  • try to make it mature by customer's experience

This kind of company needs following skill sets
  • Physics, Chemical
  • Mechanical Design
  • Electrical Control, PC SW
  • Instrumentation application
  • Application process
  • Integration capability for above domain

Ref


  1. 自動化設備的廠商: 陽程、盟立、廣運、高僑、東捷、均豪
  2. 台灣工具機產業
  3. 自動化設備產業的三大特色
    • 客戶集中度高,營收與獲利波動大
    • 早期集中面板產業,轉型結果定輸贏
    • 客戶集中台灣與中國,短期難打入美國市場

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