SlideShare une entreprise Scribd logo
1  sur  4
Emergence of Full Service
Semiconductor Silicon Brokers
Full Service Semiconductor Silicon Brokers Emerging to Fill Supply
Chain Needs.
Astute Buyers especially at company's buying $20M per year of
Silicon should consider establishing a relationship now with a Full
Service Silicon Broker

Bill Kohnen

Silicon Buyers Roundtable
Full Service Semiconductor Silicon Brokers Benefits
 Working with a Full Service third party silicon broker* is a viable

option now even for mid sized device manufacturers purchasing
up to $20 million per year of silicon.








Lower total cost by 10% to 15%
Reduce Supply Risk
Improve Logistics
Ensure access to best technology
Gain flexibility
Improve Quality
Benefits flow to both Producers and Buyers

*While I don’t really like the term “broker” at this point I do not know of a better widely used
description.

Bill Kohnen
Roundtable

Silicon Buyers
As Segment Emerges
 Brokers will smooth cycles by taking inventory for

steady customers
 Applications expertise will emerge at brokers
 Management of related needs for reclaim and
disposal
 Silicon producers direct relationships will be only
with hand full of users that may include joint
venture factory
 Good Brokers will add value and be able to chose
both their sources and clients carefully and will
not have to put themselves in losing business
Bill Kohnen
Silicon Buyers
propositions.
Roundtable
Key Trends in Silicon Industry
Not meant to be complete and acknowledge exact details and timing subject to debate

1970 to 2002

2002 to 2009

2010 onward

Silicon Producers

Lots of Silicon Providers

Consolidation of Traditional with Emergence of Suppliers in China and
Taiwan

Products

Homogeneous product serves all customers

Divergence of requirements with focus on end user
Value add products with EPI, Attempts at differntiation with Float Zone/
requirements (Microprocessor, Memory, Mixed Signal,
Denuded Wafer, SOI for high end applications but struggles for wide
Analog, Power, MEMS) Impact of new process technologies
acceptance.
(FinFet, FD-SOI, EUV)

Cutomer Interface

Lots of sales people working for silicon providers. Direct
Pulled back to suppoort by big regions; North America, Europe, Asia
contact and Sales and Account support for each Fab site

Almost no Regional Direct Sales.

Customers

Customers were device manufacturers that behaved in
Emergence of Foundries as customers. Solar begins to emerge as a high
similar fashion and segmented primarily based on size of
volume user.
demand and wager size

Foundries and top 3 device producers drive volume.Many
more types of customers that behave very differently based
on segment. Solar does not have a direct impact on
Semiconductor silicon market. Fabless companies dirve
significant volume. Consumer companies like Apple take hands
on apporach to devices

Big presence at Semicon with over the top
entertainment

No direct Semicon presence and lucky to get an e-mail
Christmas card

Contraction

Customer Buying Decisions

Despite being a homgeneous product relationships
between producer and end users important

Price Starts to Dominate Decision Making for both Producers and
Customers. Actual Commoditization of Silicon

Agreements

12 month pricing with multi year supply agreements

3 to 6 month proce agreements with no long term supply agreements or Longer term agreements possible when customer views a
frameworks
producer as lowest total cost option

Capacity

Consolidation of capacity based on wafer size. Capacity for lower than
On a macro level capacity is ok but within segments cutomers
Producers tended to over build capacity in up portion of 300 mm primarily the result of de bottle necking and taking advantage of
need to watch shifitng focus of producers. Esspecially as
cycles
meged equipment sets at a single location. Major customers form joint
450mm emerges and demand oscillates for high volume uses
ventures. Poly Silicon availibility SCARE

Broker/Non Producers Role

Role of broker very limited to supporting research
institutions and some spot test wafer requirements

Bill Kohnen

Capacity, supply and technical support within a segment
import.

Brokers emege as buyers of excess silicon to support solar demands.
Emergence of value added third parties to assist both Silicon
Reclaim Wafer companies start adding more value within their space and
producers and consumers
with supply chain

Silicon Buyers Roundtable

Contenu connexe

En vedette

Purchasing Professionals - Time to Celebrate or Plan Change in 2014?
Purchasing Professionals - Time to Celebrate or Plan Change in 2014? Purchasing Professionals - Time to Celebrate or Plan Change in 2014?
Purchasing Professionals - Time to Celebrate or Plan Change in 2014? Bill Kohnen
 
How Should Suppliers be Penalized for Late Deliveries or Poor Quality
How Should Suppliers be Penalized for Late Deliveries or Poor QualityHow Should Suppliers be Penalized for Late Deliveries or Poor Quality
How Should Suppliers be Penalized for Late Deliveries or Poor QualityBill Kohnen
 
Chief Purchasing Officers Challenges and Goals
Chief Purchasing Officers Challenges and GoalsChief Purchasing Officers Challenges and Goals
Chief Purchasing Officers Challenges and GoalsBill Kohnen
 
Purchasing Metrics Dashboard - Bill Kohnen
Purchasing Metrics Dashboard - Bill KohnenPurchasing Metrics Dashboard - Bill Kohnen
Purchasing Metrics Dashboard - Bill KohnenBill Kohnen
 
4 Disciplines of Execution - Book review
4 Disciplines of Execution - Book review4 Disciplines of Execution - Book review
4 Disciplines of Execution - Book reviewBill Kohnen
 
Purchase Order Boilerplate/Standard Terms Examples
Purchase Order Boilerplate/Standard Terms ExamplesPurchase Order Boilerplate/Standard Terms Examples
Purchase Order Boilerplate/Standard Terms ExamplesBill Kohnen
 

En vedette (6)

Purchasing Professionals - Time to Celebrate or Plan Change in 2014?
Purchasing Professionals - Time to Celebrate or Plan Change in 2014? Purchasing Professionals - Time to Celebrate or Plan Change in 2014?
Purchasing Professionals - Time to Celebrate or Plan Change in 2014?
 
How Should Suppliers be Penalized for Late Deliveries or Poor Quality
How Should Suppliers be Penalized for Late Deliveries or Poor QualityHow Should Suppliers be Penalized for Late Deliveries or Poor Quality
How Should Suppliers be Penalized for Late Deliveries or Poor Quality
 
Chief Purchasing Officers Challenges and Goals
Chief Purchasing Officers Challenges and GoalsChief Purchasing Officers Challenges and Goals
Chief Purchasing Officers Challenges and Goals
 
Purchasing Metrics Dashboard - Bill Kohnen
Purchasing Metrics Dashboard - Bill KohnenPurchasing Metrics Dashboard - Bill Kohnen
Purchasing Metrics Dashboard - Bill Kohnen
 
4 Disciplines of Execution - Book review
4 Disciplines of Execution - Book review4 Disciplines of Execution - Book review
4 Disciplines of Execution - Book review
 
Purchase Order Boilerplate/Standard Terms Examples
Purchase Order Boilerplate/Standard Terms ExamplesPurchase Order Boilerplate/Standard Terms Examples
Purchase Order Boilerplate/Standard Terms Examples
 

Plus de Bill Kohnen

Moral sapping employee experiences
Moral sapping employee experiencesMoral sapping employee experiences
Moral sapping employee experiencesBill Kohnen
 
Supply Chain Forecasting and Planning to Optimize Indirect Spend
Supply Chain Forecasting and Planning to Optimize Indirect SpendSupply Chain Forecasting and Planning to Optimize Indirect Spend
Supply Chain Forecasting and Planning to Optimize Indirect SpendBill Kohnen
 
2017 A Rough Supply Chain Start for Major Philippine brands
2017 A Rough Supply Chain Start for Major Philippine brands2017 A Rough Supply Chain Start for Major Philippine brands
2017 A Rough Supply Chain Start for Major Philippine brandsBill Kohnen
 
Purchasing and Accounts Payable Future Relationship
Purchasing and Accounts Payable Future RelationshipPurchasing and Accounts Payable Future Relationship
Purchasing and Accounts Payable Future RelationshipBill Kohnen
 
Changing Focus For Purchasing Professionals
Changing Focus For Purchasing ProfessionalsChanging Focus For Purchasing Professionals
Changing Focus For Purchasing ProfessionalsBill Kohnen
 
Purchasing Future Trends 2016
Purchasing Future Trends 2016 Purchasing Future Trends 2016
Purchasing Future Trends 2016 Bill Kohnen
 
Strategic Sourcing and B2B E Commerce Solutions For ASEAN Purchasing Professi...
Strategic Sourcing and B2B E Commerce Solutions For ASEAN Purchasing Professi...Strategic Sourcing and B2B E Commerce Solutions For ASEAN Purchasing Professi...
Strategic Sourcing and B2B E Commerce Solutions For ASEAN Purchasing Professi...Bill Kohnen
 
ISM Silicon Valley Webinar Spend Analysis Key to Purchasing Success
ISM Silicon Valley Webinar Spend Analysis Key to Purchasing SuccessISM Silicon Valley Webinar Spend Analysis Key to Purchasing Success
ISM Silicon Valley Webinar Spend Analysis Key to Purchasing SuccessBill Kohnen
 
SPEND ANALYSIS KEY TO PURCHASING SUCCESS
SPEND ANALYSIS KEY TO PURCHASING SUCCESSSPEND ANALYSIS KEY TO PURCHASING SUCCESS
SPEND ANALYSIS KEY TO PURCHASING SUCCESSBill Kohnen
 
Inadequate Spend Analysis Capability Puts Most Fortune 100 Companies at Compi...
Inadequate Spend Analysis Capability Puts Most Fortune 100 Companies at Compi...Inadequate Spend Analysis Capability Puts Most Fortune 100 Companies at Compi...
Inadequate Spend Analysis Capability Puts Most Fortune 100 Companies at Compi...Bill Kohnen
 
Spend Analysis Identified as Key to CPO Success
Spend Analysis Identified as Key to CPO SuccessSpend Analysis Identified as Key to CPO Success
Spend Analysis Identified as Key to CPO SuccessBill Kohnen
 
Buyers Guide Cloud SaaS Soulutions
Buyers Guide Cloud SaaS SoulutionsBuyers Guide Cloud SaaS Soulutions
Buyers Guide Cloud SaaS SoulutionsBill Kohnen
 
saB Poised to Change Corporate Purchasing
saB Poised to Change Corporate Purchasing saB Poised to Change Corporate Purchasing
saB Poised to Change Corporate Purchasing Bill Kohnen
 
Purchase Request (R)evolution
Purchase Request (R)evolutionPurchase Request (R)evolution
Purchase Request (R)evolutionBill Kohnen
 
Silicon Valley Data Analytics Baseball 2015 predictions
Silicon Valley Data Analytics Baseball 2015 predictionsSilicon Valley Data Analytics Baseball 2015 predictions
Silicon Valley Data Analytics Baseball 2015 predictionsBill Kohnen
 
Post Cost Analysis Purchasing Negotiation Tactic
Post Cost Analysis Purchasing Negotiation TacticPost Cost Analysis Purchasing Negotiation Tactic
Post Cost Analysis Purchasing Negotiation TacticBill Kohnen
 
Semiconductor Category Management Buyer Tips
Semiconductor Category Management Buyer TipsSemiconductor Category Management Buyer Tips
Semiconductor Category Management Buyer TipsBill Kohnen
 
US Purchasing Career Comparison By Industry
US Purchasing Career Comparison By IndustryUS Purchasing Career Comparison By Industry
US Purchasing Career Comparison By IndustryBill Kohnen
 
Purchasing Metrics: One Size Does Not Fit All
Purchasing Metrics: One Size Does Not Fit AllPurchasing Metrics: One Size Does Not Fit All
Purchasing Metrics: One Size Does Not Fit AllBill Kohnen
 
150 Years of Purchasing and Innovation
150 Years of Purchasing and Innovation150 Years of Purchasing and Innovation
150 Years of Purchasing and InnovationBill Kohnen
 

Plus de Bill Kohnen (20)

Moral sapping employee experiences
Moral sapping employee experiencesMoral sapping employee experiences
Moral sapping employee experiences
 
Supply Chain Forecasting and Planning to Optimize Indirect Spend
Supply Chain Forecasting and Planning to Optimize Indirect SpendSupply Chain Forecasting and Planning to Optimize Indirect Spend
Supply Chain Forecasting and Planning to Optimize Indirect Spend
 
2017 A Rough Supply Chain Start for Major Philippine brands
2017 A Rough Supply Chain Start for Major Philippine brands2017 A Rough Supply Chain Start for Major Philippine brands
2017 A Rough Supply Chain Start for Major Philippine brands
 
Purchasing and Accounts Payable Future Relationship
Purchasing and Accounts Payable Future RelationshipPurchasing and Accounts Payable Future Relationship
Purchasing and Accounts Payable Future Relationship
 
Changing Focus For Purchasing Professionals
Changing Focus For Purchasing ProfessionalsChanging Focus For Purchasing Professionals
Changing Focus For Purchasing Professionals
 
Purchasing Future Trends 2016
Purchasing Future Trends 2016 Purchasing Future Trends 2016
Purchasing Future Trends 2016
 
Strategic Sourcing and B2B E Commerce Solutions For ASEAN Purchasing Professi...
Strategic Sourcing and B2B E Commerce Solutions For ASEAN Purchasing Professi...Strategic Sourcing and B2B E Commerce Solutions For ASEAN Purchasing Professi...
Strategic Sourcing and B2B E Commerce Solutions For ASEAN Purchasing Professi...
 
ISM Silicon Valley Webinar Spend Analysis Key to Purchasing Success
ISM Silicon Valley Webinar Spend Analysis Key to Purchasing SuccessISM Silicon Valley Webinar Spend Analysis Key to Purchasing Success
ISM Silicon Valley Webinar Spend Analysis Key to Purchasing Success
 
SPEND ANALYSIS KEY TO PURCHASING SUCCESS
SPEND ANALYSIS KEY TO PURCHASING SUCCESSSPEND ANALYSIS KEY TO PURCHASING SUCCESS
SPEND ANALYSIS KEY TO PURCHASING SUCCESS
 
Inadequate Spend Analysis Capability Puts Most Fortune 100 Companies at Compi...
Inadequate Spend Analysis Capability Puts Most Fortune 100 Companies at Compi...Inadequate Spend Analysis Capability Puts Most Fortune 100 Companies at Compi...
Inadequate Spend Analysis Capability Puts Most Fortune 100 Companies at Compi...
 
Spend Analysis Identified as Key to CPO Success
Spend Analysis Identified as Key to CPO SuccessSpend Analysis Identified as Key to CPO Success
Spend Analysis Identified as Key to CPO Success
 
Buyers Guide Cloud SaaS Soulutions
Buyers Guide Cloud SaaS SoulutionsBuyers Guide Cloud SaaS Soulutions
Buyers Guide Cloud SaaS Soulutions
 
saB Poised to Change Corporate Purchasing
saB Poised to Change Corporate Purchasing saB Poised to Change Corporate Purchasing
saB Poised to Change Corporate Purchasing
 
Purchase Request (R)evolution
Purchase Request (R)evolutionPurchase Request (R)evolution
Purchase Request (R)evolution
 
Silicon Valley Data Analytics Baseball 2015 predictions
Silicon Valley Data Analytics Baseball 2015 predictionsSilicon Valley Data Analytics Baseball 2015 predictions
Silicon Valley Data Analytics Baseball 2015 predictions
 
Post Cost Analysis Purchasing Negotiation Tactic
Post Cost Analysis Purchasing Negotiation TacticPost Cost Analysis Purchasing Negotiation Tactic
Post Cost Analysis Purchasing Negotiation Tactic
 
Semiconductor Category Management Buyer Tips
Semiconductor Category Management Buyer TipsSemiconductor Category Management Buyer Tips
Semiconductor Category Management Buyer Tips
 
US Purchasing Career Comparison By Industry
US Purchasing Career Comparison By IndustryUS Purchasing Career Comparison By Industry
US Purchasing Career Comparison By Industry
 
Purchasing Metrics: One Size Does Not Fit All
Purchasing Metrics: One Size Does Not Fit AllPurchasing Metrics: One Size Does Not Fit All
Purchasing Metrics: One Size Does Not Fit All
 
150 Years of Purchasing and Innovation
150 Years of Purchasing and Innovation150 Years of Purchasing and Innovation
150 Years of Purchasing and Innovation
 

Dernier

Biography Of Angeliki Cooney | Senior Vice President Life Sciences | Albany, ...
Biography Of Angeliki Cooney | Senior Vice President Life Sciences | Albany, ...Biography Of Angeliki Cooney | Senior Vice President Life Sciences | Albany, ...
Biography Of Angeliki Cooney | Senior Vice President Life Sciences | Albany, ...Angeliki Cooney
 
Web Form Automation for Bonterra Impact Management (fka Social Solutions Apri...
Web Form Automation for Bonterra Impact Management (fka Social Solutions Apri...Web Form Automation for Bonterra Impact Management (fka Social Solutions Apri...
Web Form Automation for Bonterra Impact Management (fka Social Solutions Apri...Jeffrey Haguewood
 
Modular Monolith - a Practical Alternative to Microservices @ Devoxx UK 2024
Modular Monolith - a Practical Alternative to Microservices @ Devoxx UK 2024Modular Monolith - a Practical Alternative to Microservices @ Devoxx UK 2024
Modular Monolith - a Practical Alternative to Microservices @ Devoxx UK 2024Victor Rentea
 
Why Teams call analytics are critical to your entire business
Why Teams call analytics are critical to your entire businessWhy Teams call analytics are critical to your entire business
Why Teams call analytics are critical to your entire businesspanagenda
 
EMPOWERMENT TECHNOLOGY GRADE 11 QUARTER 2 REVIEWER
EMPOWERMENT TECHNOLOGY GRADE 11 QUARTER 2 REVIEWEREMPOWERMENT TECHNOLOGY GRADE 11 QUARTER 2 REVIEWER
EMPOWERMENT TECHNOLOGY GRADE 11 QUARTER 2 REVIEWERMadyBayot
 
MS Copilot expands with MS Graph connectors
MS Copilot expands with MS Graph connectorsMS Copilot expands with MS Graph connectors
MS Copilot expands with MS Graph connectorsNanddeep Nachan
 
Apidays New York 2024 - APIs in 2030: The Risk of Technological Sleepwalk by ...
Apidays New York 2024 - APIs in 2030: The Risk of Technological Sleepwalk by ...Apidays New York 2024 - APIs in 2030: The Risk of Technological Sleepwalk by ...
Apidays New York 2024 - APIs in 2030: The Risk of Technological Sleepwalk by ...apidays
 
Navigating the Deluge_ Dubai Floods and the Resilience of Dubai International...
Navigating the Deluge_ Dubai Floods and the Resilience of Dubai International...Navigating the Deluge_ Dubai Floods and the Resilience of Dubai International...
Navigating the Deluge_ Dubai Floods and the Resilience of Dubai International...Orbitshub
 
ProductAnonymous-April2024-WinProductDiscovery-MelissaKlemke
ProductAnonymous-April2024-WinProductDiscovery-MelissaKlemkeProductAnonymous-April2024-WinProductDiscovery-MelissaKlemke
ProductAnonymous-April2024-WinProductDiscovery-MelissaKlemkeProduct Anonymous
 
Apidays New York 2024 - The value of a flexible API Management solution for O...
Apidays New York 2024 - The value of a flexible API Management solution for O...Apidays New York 2024 - The value of a flexible API Management solution for O...
Apidays New York 2024 - The value of a flexible API Management solution for O...apidays
 
Apidays New York 2024 - Scaling API-first by Ian Reasor and Radu Cotescu, Adobe
Apidays New York 2024 - Scaling API-first by Ian Reasor and Radu Cotescu, AdobeApidays New York 2024 - Scaling API-first by Ian Reasor and Radu Cotescu, Adobe
Apidays New York 2024 - Scaling API-first by Ian Reasor and Radu Cotescu, Adobeapidays
 
FWD Group - Insurer Innovation Award 2024
FWD Group - Insurer Innovation Award 2024FWD Group - Insurer Innovation Award 2024
FWD Group - Insurer Innovation Award 2024The Digital Insurer
 
DBX First Quarter 2024 Investor Presentation
DBX First Quarter 2024 Investor PresentationDBX First Quarter 2024 Investor Presentation
DBX First Quarter 2024 Investor PresentationDropbox
 
Elevate Developer Efficiency & build GenAI Application with Amazon Q​
Elevate Developer Efficiency & build GenAI Application with Amazon Q​Elevate Developer Efficiency & build GenAI Application with Amazon Q​
Elevate Developer Efficiency & build GenAI Application with Amazon Q​Bhuvaneswari Subramani
 
DEV meet-up UiPath Document Understanding May 7 2024 Amsterdam
DEV meet-up UiPath Document Understanding May 7 2024 AmsterdamDEV meet-up UiPath Document Understanding May 7 2024 Amsterdam
DEV meet-up UiPath Document Understanding May 7 2024 AmsterdamUiPathCommunity
 
Apidays New York 2024 - Passkeys: Developing APIs to enable passwordless auth...
Apidays New York 2024 - Passkeys: Developing APIs to enable passwordless auth...Apidays New York 2024 - Passkeys: Developing APIs to enable passwordless auth...
Apidays New York 2024 - Passkeys: Developing APIs to enable passwordless auth...apidays
 
WSO2's API Vision: Unifying Control, Empowering Developers
WSO2's API Vision: Unifying Control, Empowering DevelopersWSO2's API Vision: Unifying Control, Empowering Developers
WSO2's API Vision: Unifying Control, Empowering DevelopersWSO2
 
TrustArc Webinar - Unlock the Power of AI-Driven Data Discovery
TrustArc Webinar - Unlock the Power of AI-Driven Data DiscoveryTrustArc Webinar - Unlock the Power of AI-Driven Data Discovery
TrustArc Webinar - Unlock the Power of AI-Driven Data DiscoveryTrustArc
 
Apidays New York 2024 - The Good, the Bad and the Governed by David O'Neill, ...
Apidays New York 2024 - The Good, the Bad and the Governed by David O'Neill, ...Apidays New York 2024 - The Good, the Bad and the Governed by David O'Neill, ...
Apidays New York 2024 - The Good, the Bad and the Governed by David O'Neill, ...apidays
 

Dernier (20)

Biography Of Angeliki Cooney | Senior Vice President Life Sciences | Albany, ...
Biography Of Angeliki Cooney | Senior Vice President Life Sciences | Albany, ...Biography Of Angeliki Cooney | Senior Vice President Life Sciences | Albany, ...
Biography Of Angeliki Cooney | Senior Vice President Life Sciences | Albany, ...
 
Web Form Automation for Bonterra Impact Management (fka Social Solutions Apri...
Web Form Automation for Bonterra Impact Management (fka Social Solutions Apri...Web Form Automation for Bonterra Impact Management (fka Social Solutions Apri...
Web Form Automation for Bonterra Impact Management (fka Social Solutions Apri...
 
Modular Monolith - a Practical Alternative to Microservices @ Devoxx UK 2024
Modular Monolith - a Practical Alternative to Microservices @ Devoxx UK 2024Modular Monolith - a Practical Alternative to Microservices @ Devoxx UK 2024
Modular Monolith - a Practical Alternative to Microservices @ Devoxx UK 2024
 
Why Teams call analytics are critical to your entire business
Why Teams call analytics are critical to your entire businessWhy Teams call analytics are critical to your entire business
Why Teams call analytics are critical to your entire business
 
EMPOWERMENT TECHNOLOGY GRADE 11 QUARTER 2 REVIEWER
EMPOWERMENT TECHNOLOGY GRADE 11 QUARTER 2 REVIEWEREMPOWERMENT TECHNOLOGY GRADE 11 QUARTER 2 REVIEWER
EMPOWERMENT TECHNOLOGY GRADE 11 QUARTER 2 REVIEWER
 
MS Copilot expands with MS Graph connectors
MS Copilot expands with MS Graph connectorsMS Copilot expands with MS Graph connectors
MS Copilot expands with MS Graph connectors
 
Apidays New York 2024 - APIs in 2030: The Risk of Technological Sleepwalk by ...
Apidays New York 2024 - APIs in 2030: The Risk of Technological Sleepwalk by ...Apidays New York 2024 - APIs in 2030: The Risk of Technological Sleepwalk by ...
Apidays New York 2024 - APIs in 2030: The Risk of Technological Sleepwalk by ...
 
Navigating the Deluge_ Dubai Floods and the Resilience of Dubai International...
Navigating the Deluge_ Dubai Floods and the Resilience of Dubai International...Navigating the Deluge_ Dubai Floods and the Resilience of Dubai International...
Navigating the Deluge_ Dubai Floods and the Resilience of Dubai International...
 
ProductAnonymous-April2024-WinProductDiscovery-MelissaKlemke
ProductAnonymous-April2024-WinProductDiscovery-MelissaKlemkeProductAnonymous-April2024-WinProductDiscovery-MelissaKlemke
ProductAnonymous-April2024-WinProductDiscovery-MelissaKlemke
 
Apidays New York 2024 - The value of a flexible API Management solution for O...
Apidays New York 2024 - The value of a flexible API Management solution for O...Apidays New York 2024 - The value of a flexible API Management solution for O...
Apidays New York 2024 - The value of a flexible API Management solution for O...
 
Apidays New York 2024 - Scaling API-first by Ian Reasor and Radu Cotescu, Adobe
Apidays New York 2024 - Scaling API-first by Ian Reasor and Radu Cotescu, AdobeApidays New York 2024 - Scaling API-first by Ian Reasor and Radu Cotescu, Adobe
Apidays New York 2024 - Scaling API-first by Ian Reasor and Radu Cotescu, Adobe
 
FWD Group - Insurer Innovation Award 2024
FWD Group - Insurer Innovation Award 2024FWD Group - Insurer Innovation Award 2024
FWD Group - Insurer Innovation Award 2024
 
DBX First Quarter 2024 Investor Presentation
DBX First Quarter 2024 Investor PresentationDBX First Quarter 2024 Investor Presentation
DBX First Quarter 2024 Investor Presentation
 
Elevate Developer Efficiency & build GenAI Application with Amazon Q​
Elevate Developer Efficiency & build GenAI Application with Amazon Q​Elevate Developer Efficiency & build GenAI Application with Amazon Q​
Elevate Developer Efficiency & build GenAI Application with Amazon Q​
 
DEV meet-up UiPath Document Understanding May 7 2024 Amsterdam
DEV meet-up UiPath Document Understanding May 7 2024 AmsterdamDEV meet-up UiPath Document Understanding May 7 2024 Amsterdam
DEV meet-up UiPath Document Understanding May 7 2024 Amsterdam
 
Apidays New York 2024 - Passkeys: Developing APIs to enable passwordless auth...
Apidays New York 2024 - Passkeys: Developing APIs to enable passwordless auth...Apidays New York 2024 - Passkeys: Developing APIs to enable passwordless auth...
Apidays New York 2024 - Passkeys: Developing APIs to enable passwordless auth...
 
WSO2's API Vision: Unifying Control, Empowering Developers
WSO2's API Vision: Unifying Control, Empowering DevelopersWSO2's API Vision: Unifying Control, Empowering Developers
WSO2's API Vision: Unifying Control, Empowering Developers
 
TrustArc Webinar - Unlock the Power of AI-Driven Data Discovery
TrustArc Webinar - Unlock the Power of AI-Driven Data DiscoveryTrustArc Webinar - Unlock the Power of AI-Driven Data Discovery
TrustArc Webinar - Unlock the Power of AI-Driven Data Discovery
 
Understanding the FAA Part 107 License ..
Understanding the FAA Part 107 License ..Understanding the FAA Part 107 License ..
Understanding the FAA Part 107 License ..
 
Apidays New York 2024 - The Good, the Bad and the Governed by David O'Neill, ...
Apidays New York 2024 - The Good, the Bad and the Governed by David O'Neill, ...Apidays New York 2024 - The Good, the Bad and the Governed by David O'Neill, ...
Apidays New York 2024 - The Good, the Bad and the Governed by David O'Neill, ...
 

Emerging Role of Full Service Semiconductor Silicon Brokers

  • 1. Emergence of Full Service Semiconductor Silicon Brokers Full Service Semiconductor Silicon Brokers Emerging to Fill Supply Chain Needs. Astute Buyers especially at company's buying $20M per year of Silicon should consider establishing a relationship now with a Full Service Silicon Broker Bill Kohnen Silicon Buyers Roundtable
  • 2. Full Service Semiconductor Silicon Brokers Benefits  Working with a Full Service third party silicon broker* is a viable option now even for mid sized device manufacturers purchasing up to $20 million per year of silicon.        Lower total cost by 10% to 15% Reduce Supply Risk Improve Logistics Ensure access to best technology Gain flexibility Improve Quality Benefits flow to both Producers and Buyers *While I don’t really like the term “broker” at this point I do not know of a better widely used description. Bill Kohnen Roundtable Silicon Buyers
  • 3. As Segment Emerges  Brokers will smooth cycles by taking inventory for steady customers  Applications expertise will emerge at brokers  Management of related needs for reclaim and disposal  Silicon producers direct relationships will be only with hand full of users that may include joint venture factory  Good Brokers will add value and be able to chose both their sources and clients carefully and will not have to put themselves in losing business Bill Kohnen Silicon Buyers propositions. Roundtable
  • 4. Key Trends in Silicon Industry Not meant to be complete and acknowledge exact details and timing subject to debate 1970 to 2002 2002 to 2009 2010 onward Silicon Producers Lots of Silicon Providers Consolidation of Traditional with Emergence of Suppliers in China and Taiwan Products Homogeneous product serves all customers Divergence of requirements with focus on end user Value add products with EPI, Attempts at differntiation with Float Zone/ requirements (Microprocessor, Memory, Mixed Signal, Denuded Wafer, SOI for high end applications but struggles for wide Analog, Power, MEMS) Impact of new process technologies acceptance. (FinFet, FD-SOI, EUV) Cutomer Interface Lots of sales people working for silicon providers. Direct Pulled back to suppoort by big regions; North America, Europe, Asia contact and Sales and Account support for each Fab site Almost no Regional Direct Sales. Customers Customers were device manufacturers that behaved in Emergence of Foundries as customers. Solar begins to emerge as a high similar fashion and segmented primarily based on size of volume user. demand and wager size Foundries and top 3 device producers drive volume.Many more types of customers that behave very differently based on segment. Solar does not have a direct impact on Semiconductor silicon market. Fabless companies dirve significant volume. Consumer companies like Apple take hands on apporach to devices Big presence at Semicon with over the top entertainment No direct Semicon presence and lucky to get an e-mail Christmas card Contraction Customer Buying Decisions Despite being a homgeneous product relationships between producer and end users important Price Starts to Dominate Decision Making for both Producers and Customers. Actual Commoditization of Silicon Agreements 12 month pricing with multi year supply agreements 3 to 6 month proce agreements with no long term supply agreements or Longer term agreements possible when customer views a frameworks producer as lowest total cost option Capacity Consolidation of capacity based on wafer size. Capacity for lower than On a macro level capacity is ok but within segments cutomers Producers tended to over build capacity in up portion of 300 mm primarily the result of de bottle necking and taking advantage of need to watch shifitng focus of producers. Esspecially as cycles meged equipment sets at a single location. Major customers form joint 450mm emerges and demand oscillates for high volume uses ventures. Poly Silicon availibility SCARE Broker/Non Producers Role Role of broker very limited to supporting research institutions and some spot test wafer requirements Bill Kohnen Capacity, supply and technical support within a segment import. Brokers emege as buyers of excess silicon to support solar demands. Emergence of value added third parties to assist both Silicon Reclaim Wafer companies start adding more value within their space and producers and consumers with supply chain Silicon Buyers Roundtable