普华的customerfocusedinventorymanagement（PPT40页）.ppt

Customer Focused Inventory Management (CFIM) Programs Table of Contents Semiconductor Industry Characteristics and High Tech Industry Dynamics Questions surrounding CFIM – What, How, When and with Whom Impact on Operating Model Maximizing Benefits from a CFIM program Case Studies - Summary Key Learnings Recommendations Back Up Table of Contents Semiconductor Industry Characteristics and High Tech Industry Dynamics Questions surrounding CFIM – What, How, When and with Whom Impact on Operating Model Maximizing Benefits from a CFIM program Case Studies - Summary Key Learnings Recommendations Back Up Semiconductor Industry Characteristics The semiconductor industry is inherently challenging, defined by: A complex, multi-node value web that includes multiple entities and trading partners, driving the need for extraordinary communication between vendors and customers to manage the demand signal A significant mismatch between manufacturing lead time (~ 48 days) and order fulfillment cycle times (~ 15 days) that drives forecast-based production The uncertainty of such forecasts invariably leads to excess inventory An environment in which a majority of the inventory resides post fab In wafer banks pre and post test, and in die banks pre and post package, and in some cases as finished goods As a result, small changes in demand will cause large perturbations in supply resulting in significant inventory management challenges Impact to Strategic Operating Model: Push to Pull 买卖双方力量制衡对存货管理的影响 存货管理策略的演变 How Bad is the Problem? In Q42000, when excess inventory reached a peak, most of the excess inventory was with semiconductor suppliers and EMS providers. The OEMs and EMS providers have been trying to offload more inventory to the suppliers. Table of Contents Semiconductor Industry Characteristics and High Tech Industry Dynamics Questions surrounding CFIM – What, How, When and with Whom Impact on Operating Model Maximizing Benefits from a CFIM program Case Studies -