id: b83cf0fc1f7543fbb9434a5e10fc0530
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item_id: 25fd30adb12d46b5b2953293591eef55
item_updated_time: 1764345580975
title_diff: "[{\"diffs\":[[1,\"四、咨询内容包括：\"]],\"start1\":0,\"start2\":0,\"length1\":0,\"length2\":9}]"
body_diff: "[{\"diffs\":[[1,\"<html>\\\r\\\n<head>\\\r\\\n  <title>四、咨询内容包括：</title>\\\r\\\n  <basefont face=\\\"微软雅黑\\\" size=\\\"2\\\" />\\\r\\\n  <meta http-equiv=\\\"Content-Type\\\" content=\\\"text/html;charset=utf-8\\\" />\\\r\\\n  <meta name=\\\"exporter-version\\\" content=\\\"YXBJ Windows/608924 (zh-CN, DDL); Windows/10.0.0 (Win64); EDAMVersion=V2;\\\"/>\\\r\\\n  <style>\\\r\\\n\\tbody, td {\\\r\\\n\\t  font-family: 微软雅黑;\\\r\\\n\\t  font-size: 12pt;\\\r\\\n\\t}\\\r\\\n  </style>\\\r\\\n</head>\\\r\\\n<body>\\\r\\\n<a name=\\\"15165\\\"></a>\\\r\\\n<h1>四、咨询内容包括：</h1>\\\r\\\n\\\r\\\n<div>\\\n<span><div style=\\\"margin: 0cm 0cm 0.0001pt; text-align: justify; letter-spacing: normal; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255);\\\"><span style=\\\"letter-spacing: normal; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px;\\\"><span style=\\\"line-height: normal; color: rgb(45, 79, 201);\\\"><font style=\\\"font-size: 12pt;\\\">四、咨询内容包括：</font></span></span></div><div style=\\\"margin: 0cm 0cm 0.0001pt; text-align: justify; letter-spacing: normal; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255);\\\"><font style=\\\"font-size: 12pt;\\\"><span style=\\\"letter-spacing: normal; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); line-height: normal; color: rgb(45, 79, 201);\\\">1</span><span style=\\\"letter-spacing: normal; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; line-height: normal; color: rgb(45, 79, 201);\\\">、国内</span><span style=\\\"letter-spacing: normal; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; line-height: normal; color: rgb(45, 79, 201);\\\">MES</span><span style=\\\"letter-spacing: normal; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); line-height: normal; color: rgb(45, 79, 201);\\\">（</span><span style=\\\"letter-spacing: normal; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); line-height: normal; color: rgb(45, 79, 201);\\\">Manufacturing Execution System</span><span style=\\\"letter-spacing: normal; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); line-height: normal; color: rgb(45, 79, 201);\\\">）</span><span style=\\\"letter-spacing: normal; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); line-height: normal; color: rgb(45, 79, 201);\\\">-</span><span style=\\\"letter-spacing: normal; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); line-height: normal; color: rgb(45, 79, 201);\\\"> </span><span style=\\\"letter-spacing: normal; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); line-height: normal; color: rgb(45, 79, 201);\\\">生产过程执行系统，市场（半导体方向）规模（包括其他相关软件）</span></font></div><div style=\\\"margin: 0cm 0cm 0.0001pt; text-align: justify; letter-spacing: normal; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255);\\\"><div><span style=\\\"letter-spacing: normal; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px;\\\"><span style=\\\"background-color: rgb(255, 255, 255); line-height: normal; color: rgb(255, 0, 0);\\\"><font style=\\\"font-size: 12pt;\\\">半导体投资2017年800亿美元，以1.5%投入IT来计算为12亿美元</font></span></span></div></div><div style=\\\"margin: 0cm 0cm 0.0001pt; text-align: justify; letter-spacing: normal; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255);\\\"><font style=\\\"font-size: 12pt;\\\"><span style=\\\"letter-spacing: normal; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); line-height: normal; color: rgb(45, 79, 201);\\\">主要驱动因素</span><span style=\\\"letter-spacing: normal; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); line-height: normal; color: rgb(45, 79, 201);\\\">/</span><span style=\\\"letter-spacing: normal; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); line-height: normal; color: rgb(45, 79, 201);\\\">瓶颈（是否只与新产线投资相关</span><span style=\\\"letter-spacing: normal; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); line-height: normal; color: rgb(45, 79, 201);\\\">/</span><span style=\\\"letter-spacing: normal; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); line-height: normal; color: rgb(45, 79, 201);\\\">以及半导体新产线投资情况）</span></font></div><div style=\\\"margin: 0cm 0cm 0.0001pt; text-align: justify; letter-spacing: normal; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255);\\\"><span style=\\\"letter-spacing: normal; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; line-height: normal; color: rgb(255, 0, 0);\\\"><font style=\\\"font-size: 12pt;\\\">主要是新产线，但是也有不少旧产线的升级改造</font></span></div><div style=\\\"margin: 0cm 0cm 0.0001pt; text-align: justify; letter-spacing: normal; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255);\\\"><font style=\\\"font-size: 12pt;\\\"><span style=\\\"letter-spacing: normal; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); line-height: normal; color: rgb(45, 79, 201);\\\">2</span><span style=\\\"letter-spacing: normal; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); line-height: normal; color: rgb(45, 79, 201);\\\">、各半导体厂商在</span><span style=\\\"letter-spacing: normal; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); line-height: normal; color: rgb(45, 79, 201);\\\">MES</span><span style=\\\"letter-spacing: normal; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); line-height: normal; color: rgb(45, 79, 201);\\\">（含其他相关软件、硬件）在预算如何？占产线整体投资的比例？影响预算的主要因素？（如软件数量、模块数量、产线尺寸、产能等）</span></font></div><div style=\\\"margin: 0cm 0cm 0.0001pt; text-align: justify; letter-spacing: normal; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255);\\\"><span style=\\\"letter-spacing: normal; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); line-height: normal; color: rgb(255, 0, 0);\\\"><font style=\\\"font-size: 12pt;\\\">一般来说IT投入占建厂预算的1.5%左右。<span style=\\\"letter-spacing: normal; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); line-height: normal; color: rgb(255, 0, 0);\\\">如软件数量、模块数量、产线尺寸、产能都是影响因素</span></font></span></div><div style=\\\"margin: 0cm 0cm 0.0001pt; text-align: justify; letter-spacing: normal; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255);\\\"><font style=\\\"font-size: 12pt;\\\"><span style=\\\"letter-spacing: normal; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); line-height: normal; color: rgb(45, 79, 201);\\\">3</span><span style=\\\"letter-spacing: normal; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); line-height: normal; color: rgb(45, 79, 201);\\\">、半导体厂商是否为一次性投入（仅在新建产线时）？质保期后是否有维护、升级预算？</span></font></div><div style=\\\"margin: 0cm 0cm 0.0001pt; text-align: justify; letter-spacing: normal; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255);\\\"><span style=\\\"letter-spacing: normal; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); line-height: normal; color: rgb(255, 0, 0);\\\"><font style=\\\"font-size: 12pt;\\\">不是一次性投入，但是最大笔的投入是在建厂的时候</font></span></div><div style=\\\"margin: 0cm 0cm 0.0001pt; text-align: justify; letter-spacing: normal; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255);\\\"><font style=\\\"font-size: 12pt;\\\"><span style=\\\"letter-spacing: normal; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); line-height: normal; color: rgb(45, 79, 201);\\\">4</span><span style=\\\"letter-spacing: normal; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); line-height: normal; color: rgb(45, 79, 201);\\\">、半导体厂商对于</span><span style=\\\"letter-spacing: normal; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); line-height: normal; color: rgb(45, 79, 201);\\\">MES</span><span style=\\\"letter-spacing: normal; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); line-height: normal; color: rgb(45, 79, 201);\\\">提供商的议价能力以及近年来价格趋势？</span></font></div><div style=\\\"margin: 0cm 0cm 0.0001pt; text-align: justify; letter-spacing: normal; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255);\\\"><span style=\\\"letter-spacing: normal; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); line-height: normal; color: rgb(255, 0, 0);\\\"><font style=\\\"font-size: 12pt;\\\">议价能力逐年上升，主要是选择性变得丰富，目前价格很红海</font></span></div><div style=\\\"margin: 0cm 0cm 0.0001pt; text-align: justify; letter-spacing: normal; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255);\\\"><font style=\\\"font-size: 12pt;\\\"><span style=\\\"letter-spacing: normal; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); line-height: normal; color: rgb(45, 79, 201);\\\">5</span><span style=\\\"letter-spacing: normal; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); line-height: normal; color: rgb(45, 79, 201);\\\">、</span><span style=\\\"letter-spacing: normal; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); line-height: normal; color: rgb(45, 79, 201);\\\">MES</span><span style=\\\"letter-spacing: normal; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); line-height: normal; color: rgb(45, 79, 201);\\\">厂商国内以及国外厂商市场份额，各家产品优劣势、国内厂商的主要差距</span><span style=\\\"letter-spacing: normal; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); line-height: normal; color: rgb(45, 79, 201);\\\">/</span><span style=\\\"letter-spacing: normal; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); line-height: normal; color: rgb(45, 79, 201);\\\">优势</span></font></div><div style=\\\"margin: 0cm 0cm 0.0001pt; text-align: justify; letter-spacing: normal; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255);\\\"><font style=\\\"font-size: 12pt;\\\"><span style=\\\"letter-spacing: normal; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); line-height: normal; color: rgb(45, 79, 201);\\\">6</span><span style=\\\"letter-spacing: normal; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; line-height: normal; color: rgb(45, 79, 201);\\\">、客户采购流程、重点决策人、重点关注指标、决策条件等</span></font></div><div style=\\\"margin: 0cm 0cm 0.0001pt; text-align: justify; letter-spacing: normal; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255);\\\"><font style=\\\"font-size: 12pt;\\\"><span style=\\\"letter-spacing: normal; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); line-height: normal; color: rgb(45, 79, 201);\\\">7</span><span style=\\\"letter-spacing: normal; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); line-height: normal; color: rgb(45, 79, 201);\\\">、</span><span style=\\\"letter-spacing: normal; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); line-height: normal; color: rgb(45, 79, 201);\\\">MES</span><span style=\\\"letter-spacing: normal; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); line-height: normal; color: rgb(45, 79, 201);\\\">与其他相关软件如</span><span style=\\\"letter-spacing: normal; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); line-height: normal; color: rgb(45, 79, 201);\\\">EAP/EAS</span><span style=\\\"letter-spacing: normal; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); line-height: normal; color: rgb(45, 79, 201);\\\">、</span><span style=\\\"letter-spacing: normal; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); line-height: normal; color: rgb(45, 79, 201);\\\">MCS</span><span style=\\\"letter-spacing: normal; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); line-height: normal; color: rgb(45, 79, 201);\\\">、</span><span style=\\\"letter-spacing: normal; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); line-height: normal; color: rgb(45, 79, 201);\\\">SPC</span><span style=\\\"letter-spacing: normal; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); line-height: normal; color: rgb(45, 79, 201);\\\">等采购相关性：厂商是否采取</span><span style=\\\"letter-spacing: normal; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); line-height: normal; color: rgb(45, 79, 201);\\\">multi-vendor policy</span><span style=\\\"letter-spacing: normal; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); line-height: normal; color: rgb(45, 79, 201);\\\">或倾向单一整体方案提供商</span></font></div><div><font style=\\\"font-size: 12pt;\\\"><span style=\\\"letter-spacing: normal; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); color: rgb(45, 79, 201); line-height: normal;\\\">8</span><span style=\\\"letter-spacing: normal; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); color: rgb(45, 79, 201); line-height: normal;\\\">、</span><span style=\\\"letter-spacing: normal; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); color: rgb(45, 79, 201); line-height: normal;\\\">MES</span><span style=\\\"letter-spacing: normal; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; color: rgb(45, 79, 201); line-height: normal;\\\">厂家行业进入壁垒如何、是否有新进入厂商的威胁；公司除了半导体代工厂，其他的目标客户如何？</span></font></div></span>\\\n</div></body></html>\\u0000\"]],\"start1\":0,\"start2\":0,\"length1\":0,\"length2\":18822}]"
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updated_time: 2025-11-28T21:04:12.031Z
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