前段时间传的沸沸扬扬的日本几大芯片公司:瑞萨,松下,富士通半导体合并事件,虽然尚未实现,但根据《日经新闻》的最新报道,谈判还在继续。
日经新闻的报道称,目前的计划是要求三家芯片联手创建一家新公司,专注于系统LSI业务,而瑞萨可以保留其盈利的MCU业务。
另据报道,瑞萨上周四表示,该公司将与台积电在芯片业务方面展开合作。合作可能涉及瑞萨将芯片制造业务外包给台积电。
在三家公司达成合并协议之前,有两件事情一定会发生:
首先,截至2012年3月31日,瑞萨收入883.11亿日元(约合11.1亿美元),净亏损62.60亿日元(约合790万美元)。目前经营状况不是很好的瑞萨,必须大幅度削减成本支出。根据日本每日新闻报道,瑞萨可能即将宣布6000人的裁员决定,这将裁减他们15%的员工,节约年度成本约50亿日元(约合630万美圆)。
瑞萨的重组提议内容必须对其后续盈利拥有足够大的影响力,并以此来说服他们的投资者,目前一切安好。瑞萨的发言人本周证实,瑞萨总裁赤尾泰(Yasushi Akao)将在七月的季度财务发布会期间,宣布该公司的新经营策略。
第二,尽管日元汇率上涨压榨了瑞萨日本芯片工厂的利润,瑞萨却面临增加投资,与海外对手竞争的压力。瑞萨需要大量资金,才能实现这样急剧的转型。据说瑞萨还要求最大的三个股东NEC,日立和三菱,实施财政援助。三菱电机公司总裁Kenichiro Yamanishi在本周早些时候表示:“如果我们收到瑞萨的正式《额外融资要求》,我们将与日立和NEC讨论此事。”与此同时,日立和NEC已分别作出明确表态:“他们拒绝提供额外的资金来援助瑞萨!”
因此,似乎瑞萨已经做出了一个承诺——进行比两年前重大重组,但这一决定前途未卜, 瑞萨再次站在十字路口,生死难料。
至于与台积电的合作,瑞萨没有披露合作详情。瑞萨将于下今日举行新闻发布会,届时或公布与台积电的合作。瑞萨已经是台积电和台联电的客户。
分析师指出,瑞萨已连续亏损7年,亏损金额达到近60亿美元,在升级制造工艺方面落后于竞争对手。台积电在迅速部署28纳米工艺,吸引许多芯片厂商愿意与之合作。
野村证券分析师帕特里克·廖(Patrick Liao)说,“瑞萨并非台积电的大客户。我认为,瑞萨与台积电合作的目的只是确保获得先进的芯片制造技术。”
编译:Luffy Liu
本文授权编译自EE Times,版权所有,谢绝转载
参考英文原文:Renesas still struggling with restructuring plan, by Junko Yoshida; Reports: Renesas to tie up with TSMC, cut jobs, by Peter Clarke
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Renesas still struggling with restructuring plan
Junko Yoshida
TOKYO – While the merger of Japan’s largest chip companies has yet to materialize, negotiations continue among Renasas, Panasonic and Fujitsu Semiconductor, according to the latest reports here.
Nikkei Shimbun, Japan’s economic journal, reports that the current plan calls for the three chips makes to join forces to create a new company focusing on the system LSI business while Renasas retains its profitable MCU business.
Renasas will announce a partnership on Monday (May 28) with Taiwan Semiconductor Manufacturing Co. "regarding the two companies' collaboration on MCU," according to a Renesas spokeswoman.
Before the three companies can strike a deal, two things must happen.
First, ailing Renesas must make drastic cuts. The proposed restructuring must be big enough to have a meaningful impact on its profitability while at the same time convincing the financial community that it has its house in order. The Renesas spokeswoman confirmed this week that Renesas President Yasushi Akao is scheduled to announce the company's new business strategy during its quarterly financial release in July.
Second, Renesas reportedly needs substantial financing before it can pull off the drastic restructuring. NEC, Hitachi and Mitsubishi, the three major Renesas shareholders, are reportedly being asked to help with financial assistance. Kenichiro Yamanishi, president of Mitsubishi Electric, said earlier this week: “If we receive an official request [for additional financing] from Renesas, we will discuss the matter together with Hitachi and NEC.” Meanwhile, both Hitachi and NEC have each made it clear they have no intention to offering additional financing to Renesas.
Therefore, it appears Renesas – which has promised a major restructuring over the last two years but has yet to deliver – again stands at a crossroads, fighting for its survival.
Reports: Renesas to tie up with TSMC, cut jobs
Peter Clarke
HELSINKI, Finland – Renesas Electronics Corp., Japan's largest maker of logic chips, is expected to announce business partnership with foundry Taiwan Semiconductor Manufacturing Co. Ltd. for the production of chips on Monday (May 28), according to reports.
Renesas reportedly confirmed it will tie-up with TSMC (Hsinchu, Taiwan) but provided no details. The move to outsource more chip production is seen as a move to combat heavy losses made by the company.
According to The Japan Daily Press there is speculation that Renesas could be about to announce the elimination of 6,000 job, or about 15 percent of the workforce in an attempt to cut annual costs by 50 billion yen (about $630 million).
For the year ended March 31, 2012, Renesas made a net loss of 62.60 billion yen (about $790 million) on revenue of 883.11 billion yen (about $11.1 billion).
The financial year was overshadowed by the consequences of the Great Japan earthquake of March 11, 2011, which closed a number of Renesas facilities and which saw a number of automobile manufacturers facing a lack of microcontroller supply. Renesas has been working with both Taiwan Semiconductor Manufacturing Co. and GlobalFoundries as strategic partners for some time and moved a lot of microcontroller production out to its "fab network."
责编:Quentin