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然而,許多工廠在實際操作中常面臨庫存壓低與供應鏈斷裂、倉儲空間浪費、以及人工管理效率低下等挑戰。 本文工廠醫生將從實務角度出發,介紹如何透過有效的庫存管理策略來提升工廠的運營效率。 在AI持續推動、各項應用零組件庫存落底的支撐下,儘管晶圓代工產業2025年營收年成長將重返20%水準,廠商仍須面對諸多挑戰,包括總體經影響終端消費需求、高成本是否影響AI布建力道,以及擴產將增加資本支出。 在AI持續推動、各項應用零組件庫存落底的支撐下,儘管晶圓代工產業2025年營收年成長將重返20%水準,廠商仍須面對諸多挑戰,包括總體經影響終端消費需求、高成本是否影響AI布建力道,以及擴產將增加資本支出。
根據全球市場研究機構集邦科技TrendForce最新調查,半導體供應鏈自2022年進入庫存修正週期,耗時兩年消化疫情期間堆積的零組件庫存. 以個案 M 公司而言,在對 P 公司的代工業務中,供給不足常導致缺料而受到客戶抱怨,再加上整體供應鏈庫存水位始終高居不下,這些重複發生的問題形成供需間的阻礙與衝突,不但造成客戶與供應商間的嫌隙,同時形成供應商庫存成本與趕貨 (Hot lot)成本增加的問題。 需求的波動是市場存在且經常發生的現象,透過長鞭效應的放大,往往令源頭供應商吃盡苦頭,此一研究希望透過在個案公司中長期紀錄的供需歷史資料分析,解決此類供應鏈供貨模式問題。 市調機構集邦科技估計今年全球晶圓代工營收將成長約16.1%,2025年可望再成長20.2%,人工智慧(AI)與庫存回補需求是主要驅動力。
台積電提前預告晶圓代工2.0時代來臨,9月更與日月光率台廠成立3D IC先進封裝製造聯盟,半導體業界分析,由大廠共領台廠產業升級,聯盟成員以台設備廠占多數,如致茂、竑騰、弘塑等。
手機與電子零組件供應鏈經過兩年調整,庫存已回復健康水準,加上人工智慧、自動駕駛等新應用導入,帶動整體消費性電子回補庫存,IC設計頻獲. 在現代商業環境中,企業面臨著庫存管理的巨大挑戰。 過多的庫存可能導致資金積壓和產品過時,而庫存不足則可能造成銷售機會的損失。 為了應對這一挑戰,許多企業開始採用接單生產模式(build-to-order),以實現零庫存或近零庫存的目標。
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