Commercializing Technologies for Commercializing Technologies for Global Market - ITRI ExperiencesGlobal Market - ITRI Experiences
Dr.-Ing. Liang-Han Hsieh, General Director International Business Center/ITRI
2008. 10. 12. in Tomsk, RF
The XIth Innovation Forum2008 Tomsk
2Copyright 2008 ITRI 工業技術研究院
Key success factors - success comes Key success factors - success comes from concerted effortsfrom concerted efforts
Science-based industrial parkResearch and technology organizationsTaiwanese/Chinese “Diaspora” Entrepreneurship and the inherent culture of risk-takingTiming, market niche, highly intensive domestic competition and expansionFinancial mechanism, government funds, VC, stock market, business angels, tax incentivesIP protectionInternational partnership
Copyright 2007 ITRI 工業技術研究院
3Copyright 2008 ITRI 工業技術研究院
Value creation for industryValue creation for industry
Enterprise developmentBusiness strategies, product development, production, marketing and sale, financial operations
Enterprise developmentBusiness strategies, product development, production, marketing and sale, financial operations
Market developmentcustomers, competitors
Market developmentcustomers, competitors
Technology developmentFundamental research to prototype or pilot line
Technology developmentFundamental research to prototype or pilot line
Va
lue
cre
atio
n p
roce
ss
Business functions in value chain: Research and development/design of products,services,or processes/production/marketing & sales/distribution/customer service
Business realizationBusiness realization
Market entryMarket entry
Spin-off, incubation Spin-off, incubation
Proof of conceptsProof of concepts
Working Working prototypeprototype
Application designApplication design
Corporate designCorporate design
Market penetration strategyMarket penetration strategy
TT, IPTT, IPMarketingMarketing
4Copyright 2008 ITRI 工業技術研究院
• RCA technology transferred (1976)
1975 Year
• UMC: ITRI spin-off, 1979 1st 4” Wafer Fab in Taiwan
• TSMC: ITRI spin-off, 1987 1st 6” Wafer Fab in Taiwan
• VIS:ITRI spin-off, 1994 1st 8” Wafer Fab in Taiwan
• TMC: ITRI spin-off, 1988 1st Mask Company in Taiwan
• TSMC: 1st12” Wafer Fab in Taiwan, 2002
7μm 1.5μm 0.35μm 0.18μm 0.13μm 0.09μm 0.065μm
2000
Revenue: US$ 33.3 billion (2004)4th in the world─IC Foundry: 8 million wafers, Revenue US$12 billion, first in the world
linewidth
12” Wafer
ITRI and IC manufacturingITRI and IC manufacturing
2005
• Nursing• Trend setting• Clustering
5Copyright 2008 ITRI 工業技術研究院
Four stages of Taiwan IC technology development
United Microelectronics→ Established basic technology
TSMC→Professional foundry services as strategic approach
Vanguard→Self brandname DRAM
SoC Design Center→Innovation-oriented
* UMC 80→ ERSO, RCA
* TSMC 87→ ERSO
I TI-Acer 87→ TI, IBM
I Winbond 87→ Toshiba Entered DRAM market in 1998
I Mosel Vitelic 87→ Siemens
I MXIC 89→ Matsushita Entered DRAM market in 1997
* Vanguard
94→ ERSO, Etron
I PSC 94→ Mitsubishi
I Nan Ya 95→ Oki, IBM
I ProMOS 96→ Siemens
I Rise 98→ Winbond ,Toshiba
Main technology sourcesITRI電子所ITRI
IC
FoundryIDM
DRAM
SoC
Source: ITRI (2004/03)
Milestones of Taiwan semiconductor industryMilestones of Taiwan semiconductor industry
6Copyright 2008 ITRI 工業技術研究院
Source: ITRI/IEK(2006/03)
~
~
1985 1990 1995 2000
60
20
Market share (%)
U.SNo.1
U.SNo.1
TaiwanNo.2
TaiwanNo.2
CanadaNo.3
CanadaNo.3
ChinaChina JapanKoreaSingapore
•IP
•Innovation
•IP•Innovation
• Newly emerged• Domestic -driven market
• Quick Tech follower
• Cost - down
• U.S & Taiwan together capture over
90% of WW market share
Fabless realizing IT innovationFabless realizing IT innovation
Foundries favor fablessFoundries favor fabless
7Copyright 2008 ITRI 工業技術研究院
Fabrication, Wafer Probing and Dicing
WaferStarts
WaferSlicing
261 Fabless
4Leadframe
36 Testing34
Packaging
4 Mask
8Wafer
MaskChip Design Packaging
19 Chemicals
Final Testing
13Fabrications
15Substrate
Backbone of the Taiwan IT industry Backbone of the Taiwan IT industry -unique disintegrated infrastructure-unique disintegrated infrastructure
Source: ITRI/IEK (2007/03)
8Copyright 2008 ITRI 工業技術研究院
Taiwan optoelectronic industryTaiwan optoelectronic industry
1995 1996 1997 1998 1999 2000 2001 2003 2004 ...
CD-ROM
Scanner
FAX
LED
CD-R
TFT-LCD
PC Camera
MFP
MP3 Player
LCD Projector
LIGHT LED
Fiber Optics
PDP
HD-DVDDSC
Printer
DVD
8,58 Billion
1999 200532,65 Billio
nRevenue (US$ Billion)
IC design IC design IC manufacturing IC manufacturing Assembly Assembly Key component developmentKey component development
9Copyright 2008 ITRI 工業技術研究院
ITRI contributed significantly in upgrading ITRI contributed significantly in upgrading Taiwan to a technology powerhouseTaiwan to a technology powerhouse
Establish the foundations of Taiwan’s semiconductor industry span off the United Microelectronics Corporation (UMC) in
1979 span off the Taiwan Semiconductor Manufacturing Company
(TSMC) in 1987 Support the information industry
started development of a basic input-output system (BIOS) for IBM compatible PCs
powered Taiwan to become the world’s fourth largest producer of information & communication industry products
Breakthrough in flat-panel display technologies 7 local TFT LCD makers and 4 color film makers were
established with investment of some US$ 3 billion has reached the world-class level