11. david pope
TRANSCRIPT
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Session III
The View From The Top
Supply Chain Challenges in Developing Markets
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Agenda
Rohm and Haas Today – Markets and Technologies
Air Freight at Rohm and Haas Electronic Materials An Approach to shipment visibility
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• Building and Construction
• Electronics and Electronic Devices
• Packaging
• Household and Personal Care
• Industrial
• Water
• Automotive
• Food and Retail
The markets we serve
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Polyurethanes
Amines
Sodium Chloride
Borohydrides
SiC, ZnSe, ZnS Structures
MgO Acrylic, Styrenic & Vinyl Acetate Copolymers and Multipolymers
Biocides
Acrylic Monomers
Mercaptans & Sulfides
Polyesters
Photoactive Materials
Organometallics
Plating Systems
Water Soluble PolymersAbrasives
Pigment Dispersions
Photoactive Materials
Functionalized Polymers
Polybutadiene, PVDCOrganic Synthesis
InorganicsRadical
Polymerization
Condensation Polymerization
Technology
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Organic Synthesis
Radical Polymerization
Process Chemicals
Automotive Coatings
Coatings
Consumer/ Industrial Specialties
Powder Coatings
Coatings
Microelectronics Technologies
Adhesives & Sealants
Plastics AdditivesProcess Chemicals
Microelectronics
Automotive Coatings
Monomers
Process Chemicals
Plastics Additives
Adhesives & Sealants
Functional Coatings
Plastics Additives
Morton Salt
Adv. Materials
CMP Technologies
Circuit Board Technologies
Circuit Board TechnologiesOrganic Synthesis
InorganicsRadical
Polymerization
Condensation Polymerization
Technology
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Rohm and Haas Today
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Rohm and Haas Today
• 2005 Sales – $ 7.9 B, 2006 P - $8.3 B• 2005 EPS - $2.85/share, 2006 P - $3.30-
$3.45/share• Investing in Electronic Materials,
Coatings and Performance Chemicals• Growth plans focused in Asia Pacific
and Central and Eastern Europe/Turkey
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Agenda
Rohm and Haas Today – Markets and Technologies
Air Freight at Rohm and Haas Electronic Materials An Approach to shipment visibility
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Logistics’ Priority:
Be a source of competitive advantage for our businesses by exceeding customer expectations in the execution of product delivery
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Rohm and Haas Inter-Regional LogisticsAnnual Freight Spend:
$460MM
Maritime: Approximately 35,000 TEU and $55MM spend
Air: $10MM annually
Growth areasAsia – shift from net importer to
exporterNorth America – growing import
volumesIntra-Asia (maritime and air)
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Air Freight Chemicals: Used sporadically
– generally emergency customer orders where marine has failed
SOP for Electronic Materials, where air comprises around 80% of freight spend
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Agenda
Rohm and Haas Today – Markets and Technologies
Air Freight at Rohm and Haas Electronic Materials An Approach to shipment visibility
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Electronic Materials
Markets• Printed Circuit Boards • Printed Wiring Boards • Embedded Passives
•Optoelectronics
Markets• Semiconductors • ICs • Microprocessors • Wafer Substrates • Disk Drives • Optics
Markets• Electronic Components • Electronic Packaging • High Performance Finishes • Optoelectronics • Tin Mill Products
Markets• ASICS • Logic • DRAM • Flash • Compound Semiconductors • Thin Film Head
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Microelectronic Technologies Today -
ATC CleanroomThe ATC is currently outfitted with 1,500 ft² for cleanroom space, which is configured with one of the industry's most advanced 193 nm lithography cells. Another 3,500 ft² of cleanroom space is available for expansion and the ballroom-style cleanroom space enables easy access for demo and tool rotation.
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Chemical Mechanical Polishing (CMP)
Hsinchu Plant
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Market Priorities
• Exceeding the expectations of a demanding market
• Keeping the customer supplied
• High supplier qualification costs, but poor supplier reliability would open the door
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Challenges
• Technology traditionally US-based• Market shifting from
Taiwan/Korea/Singapore to China• New CMP plant in Taiwan to supply
Singapore, China and Taiwan• Managing expectations in high
demand period – allocations and “rush” orders
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Current Issues - China
Cold Chain Requirements 2 – 8 degrees C
Haz Mat restrictions on Class 3 and 8 (flammables and oxidizers)= Cargo aircraft only
Precise documentation/labeling No visible damages to cartons
Forwarder role Shipment Visibility – Forwarder
provided
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Current Issues – Shipment Status
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Shipment Visibility – In House or Out Source??
No 3PL-driven global platform today
In House solution complex and time consuming
Elemica as carrier communications hub
3PL/Forwarder as filler of information “data gaps”
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Evolution of information tools
• Regional Freight Forwarder Alerts– Pilot In Use, by International
Trade Group NAR
• Global “one stop shopping” – Carriers integrated and
providing EDI messages– Alert Management
(Management By Exception)– Global (INTL) view
• Regional Freight Forwarder / Broker “Track and Trace” tools
• Calling the Export / Import group for Shipment Status info.
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Thank You!