Publications-Theses

題名 台灣晶圓代工產業國際競爭力之研究
作者 游森楨
You,Quentin
貢獻者 洪叔民
游森楨
You,Quentin
關鍵詞 晶圓代工
鑽石體系
五力模型
Foundry
Diamond Model
Five-Force Model
日期 2006
上傳時間 18-Sep-2009 13:31:30 (UTC+8)
摘要 本文旨在以鑽石體系探討台灣晶圓代工產業在發展了30年後,之所以具有國際競爭力各項條件,並在五力模型的分析下,進一步探討台灣晶圓代工產業未來的威脅及具有的優勢。本研究認為,台灣晶圓代工產業具備有鑽石體系中的各項生產因素、需求條件、相關與支援產業以及同業競爭與企業策略等條件,且台灣在發展晶圓代工產業的初期,政府扮演相當重要的要角,是推動這30年來晶圓代工產業蓬勃發展的重要原因。而這台灣獨創的專業晶圓代工模式也因為在國際分工需求下,產生其效益,並帶給台灣半導體上下游產業的垂直分工發展並使半導體產業聚落形成。

另一方面,在以五力模型中的各項威脅因素分析時,發現在同業競爭、供應商以及顧客的各項因素中,其威脅屬於中等程度,並沒有特別具有威脅的一項;而在潛在競爭者的威脅這一部分則更弱了,因為其成本太高以及經營模式和一般整合元件廠商(Integrated Device Manufacturer, IDM)以及記憶體廠商的經營方式不同,使得進入障礙提高;在替代產業的威脅上則是最低的,目前幾乎沒有可以取代晶圓代工產業的產品。故短期間內台灣的晶圓代工產業在國際上具有相當大的優勢。

本研究也針對以上結果綜合提出四個命題。第一、在晶圓代工產業發展初期,政府對鑽石體系中生產因素的策略性協助越多,越容易使其成功;第二、整合性服務與誠信這兩方面表現越佳者,未來越具有競爭力;第三、在供應商、晶圓代工業以及客戶的關係裡,位居買方之產業其轉換成本高;第四、未來唯有資本雄厚的整合元件製造廠(IDM)有能力進入該產業。
The research shows that Taiwan semiconductor pure foundry industry composes of four well-proven completed environment conditions in Porter’s Diamond Model: Factor Conditions, Demand Conditions, Related and Supporting Industries, and Firm Strategy, Structure, and Rivalry. In addition, the Role of Government, defined as the fifth condition in the model, plays an important role in the early stage. The pure foundry model created by Taiwan also contributes the development of vertical de-integration and the formation of semiconductor cluster.

Meanwhile, Five-Force Model is used to analyze the threats of Taiwan semiconductor pure foundry industry, which shows the threat from rivalry among existing competitors, suppliers and buyers is moderate. The threat of new entrants is low, and the threat of substitute products or services is insignificant. In summary, Taiwan semiconductor pure foundry industry still has strong competitive adventages in the near future.

The research also provides four propositions. First, the more the government provides assistance to the factor conditions in the early stage, the easier the foundry industry will be successful. Second, the better the integrated services and the higher integrity a company could offer, the more competitive the company will be. Third, in the relationship of supplier, foundry and customer, the roles of buyer have higher switching cost. Fourth, the Integrated Device Manufacturer (IDM) companies with sufficient capital are the only type of companies could enter this industry in the future.
參考文獻 中文
1.Hong Xiao著,羅正忠、張鼎張譯(民91),半導體製程技術導論。台北市,培生教育。
2.中華民國科學園區管理局網站:http://www.sipa.gov.tw/
3.中華民國經濟部工業局半導體學院網站:www.idb-si.net
4.中華民國經濟部技術處網站:http://doit.moea.gov.tw/
5.中華民國經濟部國貿局網站:http://www.trade.gov.tw/
6.台積電公司網站:www.tsmc.com
7.行政院經濟建設委員會網站:http://www.cepd.gov.tw/index.jsp
8.李俊毅(民88),兩岸三地晶圓代工產業國際行銷策略之選用機制的研究,國立台灣大學國際企業學系碩士論文。
9.官坤林(民92),台灣晶圓代工產業分析與競爭策略研究,國立交通大學管理科學系碩士論文。
10.財團法人國家實驗研究院科技政策與資訊中心,科技產業資訊室(民94),日本重新進入晶圓代工市場的行列,台北市。
11.財團法人國家實驗研究院科技政策與資訊中心網站:http://cdnet.stpi.org.tw/techroom/market/main.htm
12.陳照立(民94),兩岸晶圓代工產業現況與競爭之研究,國立中山大學管理學院高階經營碩士學程專班碩士論文。
13.陳萱倫(民90),台灣、美國、日本半導體產業股價連動關係,國力成功大學企業管理學系碩士論文,台南市。
14.華而誠(民93)。台灣國際競爭力每況愈下。天下雜誌,第295期,26-28。
15.溫程斌(民90),以鑽石模型探討台灣晶圓代工產業赴大陸投資之經營方式,國立中山大學企業管理學系碩士論文。
16.經濟部工業局「設立半導體學院計畫」網站:http://www.elearn.com.tw/idb-si
17.電子工程專輯網站:http://www.eettaiwan.com/HOME.HTM
18.劉素芬、陳怡如(民94),李國鼎:我的台灣經驗。台北,遠流出版社。
19.劉偉仁(民89),從顧客關係管理的觀點探討顧客滿意度之影響因素 – 國內晶圓代工製造業實證研究,國立交通大學經營管理研究所碩士論文。
20.歐洲經貿辦事處網站:http://www.deltwn.cec.eu.int/CH/homepage.htm
21.蔡毓芳(民94),兩岸半導體產業之優勝劣敗,台灣經濟研究月刊,第28卷第6期,41-47。
22.聯電公司網站:www.umc.com
23.謝孟玹(2006),2006半導體工業年鑑,經濟部技術處。
24.瞿宛文及安士敦著,朱道凱譯(民92),超越後進發展:台灣的產業升級策略。台北:聯經出版社。
25.顧瑩華、李盈嬌(民94),東協加一的發展及對台灣的衝擊,全球台商e焦點第24期,台北市,經濟部投資業務處。
英文
1.Azzone, G. & I. D. Pozza (2003), An integrated strategy for launching a new product in the biotech industry, Management Decision, 41(9), 832-843.
2.Bellak, C. J. & A. Weiss (1993), A note on Austrian diamond, Management International Review, 33(special issue), 109-118.
3.Bridwell, L. & C. J. Kuo (2005), An analysis of the computer industry in China and Taiwan using Michael Porter’s Determinants of National Competitive Advantage, Competitiveness Review, 15(2), 116-120.
4.Broadcom website:http://www.broadcom.com/
5.Cirrus Logic website:http://www.cirrus.com/en/about/
6.Clancy, P., E. O’Malley, L. O’Connell, & C. V. Egeraat (2001), Industry clusters in Ireland: An application of Porter’s model of national competitive advantage to three sectors, European Planning Studies, 9(1), 7-28.
7.Dillich, S. (1999), Taiwan earthquake rocks chip makers’ production, Computing Canada, 25 (41), 15.
8.Dong, C. L. & S. Brenda (1993), Taiwanese department store industry: An overview, International Journal of Retail & Distribution Management. 21(1), 26-34.
9.Einhorn, B., M. Kovac, P. Engardio, & D. Roberts (2005), Why Taiwan matters, Business Week, 3933, 76.
10.European Union website:http://europa.eu.int/index_en.htm
11.Finance and Economics: xxClimbing Back; Emerging Economies (2006), The Economist, 378 (8461), 71.
12.Kim, B. Y. & H. Oh (2004), How do hotel firms obtain a competitive advantage, International Journal of Contemporary Hospitality Management, 16(1), 65-71.
13.Kumar, V., A. Simon, & N. Kimberly (2000), Strategic capabilities which lead to management consulting success in Australia, Management Decision, 38(1/2), 24-31.
14.Lin, H. Y. & P. Y. Hsu (2006), Competitive analysis of Taiwan’s information industry, Journal of American Academy of Business, 8(1), 248-252.
15.Min, Z. (2005), Five competitive forces in China’s automobile industry, Journal of American Academy of Business, 7(1), 99-105.
16.O’Donnell, R. (1997), International competitiveness in the context of peripheral regions, in B. FYNES and S. ENNIS (Eds), Competing from the Periphery, Dublin: Oak Tree Press.
17.O’Donnellan, N. (1994), The presence of Porter’s sectoral clustering in Irish manufacturing, The Economic and Social Review, 25, 21-23.
18.Porter, M. E. (1980), Competitive Strategy, New York: Free Press.
19.Porter, M. E. (1990), The competitive advantage of nations, London: Macmillan.
20.Qualcomm website:http://www.qualcomm.com/index.html
21.Rugman, A. M. & J. R. D’Cruz (1993), The ‘double diamond’ model for international competitiveness: the Canadian experience, Management International Review, 33(special issue), 17-39.
22.Siaw, I. & A. Yu (2004), An analysis of the impact of the internet on competition in the banking industry, using Porter’s Five Forces Model, International Journal of Management, 21(4), 514-523.
23.Singer, P. (2006), Interesting times in the semiconductor industry, Semiconductor International, 29(1), 11.
24.Xilinx website:http://www.xilinx.com/
描述 碩士
國立政治大學
企業管理研究所
93355065
95
資料來源 http://thesis.lib.nccu.edu.tw/record/#G0093355065
資料類型 thesis
dc.contributor.advisor 洪叔民zh_TW
dc.contributor.author (Authors) 游森楨zh_TW
dc.contributor.author (Authors) You,Quentinen_US
dc.creator (作者) 游森楨zh_TW
dc.creator (作者) You,Quentinen_US
dc.date (日期) 2006en_US
dc.date.accessioned 18-Sep-2009 13:31:30 (UTC+8)-
dc.date.available 18-Sep-2009 13:31:30 (UTC+8)-
dc.date.issued (上傳時間) 18-Sep-2009 13:31:30 (UTC+8)-
dc.identifier (Other Identifiers) G0093355065en_US
dc.identifier.uri (URI) https://nccur.lib.nccu.edu.tw/handle/140.119/34998-
dc.description (描述) 碩士zh_TW
dc.description (描述) 國立政治大學zh_TW
dc.description (描述) 企業管理研究所zh_TW
dc.description (描述) 93355065zh_TW
dc.description (描述) 95zh_TW
dc.description.abstract (摘要) 本文旨在以鑽石體系探討台灣晶圓代工產業在發展了30年後,之所以具有國際競爭力各項條件,並在五力模型的分析下,進一步探討台灣晶圓代工產業未來的威脅及具有的優勢。本研究認為,台灣晶圓代工產業具備有鑽石體系中的各項生產因素、需求條件、相關與支援產業以及同業競爭與企業策略等條件,且台灣在發展晶圓代工產業的初期,政府扮演相當重要的要角,是推動這30年來晶圓代工產業蓬勃發展的重要原因。而這台灣獨創的專業晶圓代工模式也因為在國際分工需求下,產生其效益,並帶給台灣半導體上下游產業的垂直分工發展並使半導體產業聚落形成。

另一方面,在以五力模型中的各項威脅因素分析時,發現在同業競爭、供應商以及顧客的各項因素中,其威脅屬於中等程度,並沒有特別具有威脅的一項;而在潛在競爭者的威脅這一部分則更弱了,因為其成本太高以及經營模式和一般整合元件廠商(Integrated Device Manufacturer, IDM)以及記憶體廠商的經營方式不同,使得進入障礙提高;在替代產業的威脅上則是最低的,目前幾乎沒有可以取代晶圓代工產業的產品。故短期間內台灣的晶圓代工產業在國際上具有相當大的優勢。

本研究也針對以上結果綜合提出四個命題。第一、在晶圓代工產業發展初期,政府對鑽石體系中生產因素的策略性協助越多,越容易使其成功;第二、整合性服務與誠信這兩方面表現越佳者,未來越具有競爭力;第三、在供應商、晶圓代工業以及客戶的關係裡,位居買方之產業其轉換成本高;第四、未來唯有資本雄厚的整合元件製造廠(IDM)有能力進入該產業。
zh_TW
dc.description.abstract (摘要) The research shows that Taiwan semiconductor pure foundry industry composes of four well-proven completed environment conditions in Porter’s Diamond Model: Factor Conditions, Demand Conditions, Related and Supporting Industries, and Firm Strategy, Structure, and Rivalry. In addition, the Role of Government, defined as the fifth condition in the model, plays an important role in the early stage. The pure foundry model created by Taiwan also contributes the development of vertical de-integration and the formation of semiconductor cluster.

Meanwhile, Five-Force Model is used to analyze the threats of Taiwan semiconductor pure foundry industry, which shows the threat from rivalry among existing competitors, suppliers and buyers is moderate. The threat of new entrants is low, and the threat of substitute products or services is insignificant. In summary, Taiwan semiconductor pure foundry industry still has strong competitive adventages in the near future.

The research also provides four propositions. First, the more the government provides assistance to the factor conditions in the early stage, the easier the foundry industry will be successful. Second, the better the integrated services and the higher integrity a company could offer, the more competitive the company will be. Third, in the relationship of supplier, foundry and customer, the roles of buyer have higher switching cost. Fourth, the Integrated Device Manufacturer (IDM) companies with sufficient capital are the only type of companies could enter this industry in the future.
en_US
dc.description.tableofcontents 第一章 緒論 1
第一節 研究目的及動機 4
第二節 研究流程 6
第三節 研究貢獻 7
第二章 文獻探討 9
第一節 五力模型分析 9
第二節 鑽石體系四大要素 13
第三節 全球半導體產業的發展概況 21
第四節 台灣晶圓代工產業發展現況 32
第三章 研究方法 41
第一節 研究蒐集方法 41
第二節 研究架構 44
第三節 訪談綱要 45
第四章 個案訪談與命題發展 47
第一節 個案公司及單位 47
第二節 台灣晶圓代工產業鑽石體系之研究 49
第三節 台灣晶圓代工產業五力模型之研究 72
第四節 綜合研究與命題發展 87
第五章 結論與未來研究建議 91
第一節 結論 91
第二節 未來研究建議 93
參考文獻 95
附錄 訪談問卷 101
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dc.source.uri (資料來源) http://thesis.lib.nccu.edu.tw/record/#G0093355065en_US
dc.subject (關鍵詞) 晶圓代工zh_TW
dc.subject (關鍵詞) 鑽石體系zh_TW
dc.subject (關鍵詞) 五力模型zh_TW
dc.subject (關鍵詞) Foundryen_US
dc.subject (關鍵詞) Diamond Modelen_US
dc.subject (關鍵詞) Five-Force Modelen_US
dc.title (題名) 台灣晶圓代工產業國際競爭力之研究zh_TW
dc.type (資料類型) thesisen
dc.relation.reference (參考文獻) 中文zh_TW
dc.relation.reference (參考文獻) 1.Hong Xiao著,羅正忠、張鼎張譯(民91),半導體製程技術導論。台北市,培生教育。zh_TW
dc.relation.reference (參考文獻) 2.中華民國科學園區管理局網站:http://www.sipa.gov.tw/zh_TW
dc.relation.reference (參考文獻) 3.中華民國經濟部工業局半導體學院網站:www.idb-si.netzh_TW
dc.relation.reference (參考文獻) 4.中華民國經濟部技術處網站:http://doit.moea.gov.tw/zh_TW
dc.relation.reference (參考文獻) 5.中華民國經濟部國貿局網站:http://www.trade.gov.tw/zh_TW
dc.relation.reference (參考文獻) 6.台積電公司網站:www.tsmc.comzh_TW
dc.relation.reference (參考文獻) 7.行政院經濟建設委員會網站:http://www.cepd.gov.tw/index.jspzh_TW
dc.relation.reference (參考文獻) 8.李俊毅(民88),兩岸三地晶圓代工產業國際行銷策略之選用機制的研究,國立台灣大學國際企業學系碩士論文。zh_TW
dc.relation.reference (參考文獻) 9.官坤林(民92),台灣晶圓代工產業分析與競爭策略研究,國立交通大學管理科學系碩士論文。zh_TW
dc.relation.reference (參考文獻) 10.財團法人國家實驗研究院科技政策與資訊中心,科技產業資訊室(民94),日本重新進入晶圓代工市場的行列,台北市。zh_TW
dc.relation.reference (參考文獻) 11.財團法人國家實驗研究院科技政策與資訊中心網站:http://cdnet.stpi.org.tw/techroom/market/main.htmzh_TW
dc.relation.reference (參考文獻) 12.陳照立(民94),兩岸晶圓代工產業現況與競爭之研究,國立中山大學管理學院高階經營碩士學程專班碩士論文。zh_TW
dc.relation.reference (參考文獻) 13.陳萱倫(民90),台灣、美國、日本半導體產業股價連動關係,國力成功大學企業管理學系碩士論文,台南市。zh_TW
dc.relation.reference (參考文獻) 14.華而誠(民93)。台灣國際競爭力每況愈下。天下雜誌,第295期,26-28。zh_TW
dc.relation.reference (參考文獻) 15.溫程斌(民90),以鑽石模型探討台灣晶圓代工產業赴大陸投資之經營方式,國立中山大學企業管理學系碩士論文。zh_TW
dc.relation.reference (參考文獻) 16.經濟部工業局「設立半導體學院計畫」網站:http://www.elearn.com.tw/idb-sizh_TW
dc.relation.reference (參考文獻) 17.電子工程專輯網站:http://www.eettaiwan.com/HOME.HTMzh_TW
dc.relation.reference (參考文獻) 18.劉素芬、陳怡如(民94),李國鼎:我的台灣經驗。台北,遠流出版社。zh_TW
dc.relation.reference (參考文獻) 19.劉偉仁(民89),從顧客關係管理的觀點探討顧客滿意度之影響因素 – 國內晶圓代工製造業實證研究,國立交通大學經營管理研究所碩士論文。zh_TW
dc.relation.reference (參考文獻) 20.歐洲經貿辦事處網站:http://www.deltwn.cec.eu.int/CH/homepage.htmzh_TW
dc.relation.reference (參考文獻) 21.蔡毓芳(民94),兩岸半導體產業之優勝劣敗,台灣經濟研究月刊,第28卷第6期,41-47。zh_TW
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