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題名 半導體零組件通路商的價值與動態競爭策略分析
A Study on the Value and Dynamic Competitive Strategy of Semiconductor Distribution Industry
作者 陳嘉信
貢獻者 尚孝純
陳嘉信
關鍵詞 半導體零組件通路商
競爭優勢
動態能耐
Semiconductor Component Distributor
Competitive Advantage
Dynamic Capability
日期 2009
上傳時間 9-Apr-2010 14:44:04 (UTC+8)
摘要 電子業在近20年來在台灣蓬勃發展,不論是上游的晶圓廠,IC設計,中游的半導體製造業,乃至於下游的電子產品製造業,在全球市場裡皆佔有一席之地。在整個產業鏈之中,半導體製造業在2008年的銷售額達到255 Billions,其中半導體通路商就佔全部銷售額的30%以上,半導體通路商在產業鏈中的地位是相當的重要。
     半導體零組件通路商在整個產業鏈扮演著何種角色呢?半導體零組件通路商必然能對上游供應商與下游的電子製造業提供價值,並且具有其競爭優勢,以存活在這競爭的產業,因此本研究採用個案分析方式針對亞洲最大的半導體通路商與日系半導體通路商進行研究探討,主要的研究發現有:
     1. 以實際量化的方式半導體電子零件通路商對供應商與客戶的價值。
     2. 從半導體產品價值鏈依不同類型供應商/通路商/客戶歸納通路商的策略類型為規模經濟型、技術本位型以及特殊關係型。
     3. 規模經濟型、技術本位型以及特殊關係型三種不同類型的通路商所具備的競爭優勢。
     4. 在動態的環境下,不同類型的代理商如何跨足其他類型的通路商,並且從成功案例之中了解其策略為何。
In the past 20 years, Electronics industry flourishing in Taiwan, from the upstream wafer manufactory, IC design, to the middle reaches of the semiconductor manufacturing, as well as in the downstream electronic products manufacturing, both in the global market place. In the whole semiconductor supply/demand chain, the semiconductor manufacturing industry in 2008 achieved sales of 255 Billions, in which the semiconductor distributors accounted for more than 30% of total sales. This shows the important of semiconductor distributors in the semiconductor industry.
     What is role of distributors in the industry? Distributors must be able to provide value to upstream suppliers and downstream customer – the electronic manufacturing industry, and has its competitive edge to survive in this competitive industry.
     So this study used case study approach targeting the largest semiconductor distributors in Asia and the Japanese semiconductor distributor to conduct research into, the main findings are:
     1. Practical way to quantify the value of semiconductor distributor to the supplier and customer.
     2. Base on different types of suppliers / distributors / customers to induction distributors strategy type of the semiconductor value chain. As “Economies of scale”, “Technology-based model”, and “Special relationship”.
     3. The competitive advantage of “Economies of scale”, “Technology-based model”, and “Special relationship”.
     4. In a dynamic environment, how the different types of agents to branched out into other types of distributors? And identify the strategy from the success stories.
參考文獻 1. Argyres, N., 1995, `Technology strategy, governance structure and interdivisional coordination`, Journal of Economic Behavior and Organization, 28, pp. 337-358.
2. Barney, J.B., 1991, “Firm Resources and Sustained Competitive Advantage”Journal of Management, Vol. 17, No. 1, March, pp. 99-120.
3. Euro partners Deutschland, 2009, “International Consulting Network for the Micro Electronic Component Industry”, Press Information Press Release, Nr. 01.
4. Grant, R.M., 1991, “The Resource-based theory of competitive advantage Implications for strategy formulation”, California Management Review, Spring, pp. 114-135.
5. Hall, R., 1992, “The strategic analysis of intangible resources”, Strategic Management Journal, 13, pp.135-144.
6. Hamel, G., 1991, “Competition for competence and inter-partner learning within international strategic alliances”. Strategic Management Journal, 12(special issue) 83–104.
7. Hitt MA , Lei D , Bettis R., 1996, “Dynamic Core Competence Through Meta-Learning and Strategic Context”. Journal of Management. 22(4):549~569
8. Javidan, M., 1998, “Core Competence What Does it Mean in Practice”. Long Range Planning , Vol.31 , No.1. pp60-71.
9. Kolter, P., 1991, “Marketing management”: Analysis, Planning, and control, 8th ed., Englewood Cliffs, NJ: Prentice-Hall.
10. Porter, E.Michael, 1980, “Competitive Strategy-Techniques for Analyzing Industries and Competitors”, The Free Press ,New York.
11. Prahalad, C.K. and Hamel , G., 1990, “The core competence of the corporate ion”, Harvard Business Review, May-June, pp79-91.
12. Sanchez R., Heene, A., 1997, “Reinventing Strategic Management New Theory and Practice for Competence-based Competition”, European Management Journal, Vol. 15, No. 3, pp. 303-317.
13. SIA, 2008 – 2011, “SEMICONDUCTOR FORECAST SUMMARY”.
14. Shoop, C. B. and Whitmore, C., 2004, “Electronics Distribution”, Deutsche Bank.
15. Teece, D. J., 1986, “Profit form technological innovation”. Research Policy, 15(6), pp. 285-305.
16. Teece, D. J., Pisano, G. and Shuen, A., 1997, “Dynamic Capabilities and Strategic Management”. Strategic Management Journal, Vol. 18, No. 7, pp. 509-533
17. Arnoldo C. Hax, Nicolas S. Majluf Hax, Arnoldo C. Englewood Cliffs, 1991, “The strategy concept and process: a pragmatic approach”. N.J.: Prentice Hall.
18. Thompson, A. A. & Strickland III, Jr. A. J., 2001, Strategic Management,12th ed.,McGraw-Hill/Irwin.
19. Wernerfelt, B., 1984, “A Resource-Base View of Firm” Strategic Management Journal, Vol. 5, No. 2, pp. 171-180.
20. WSTS, Inc., "Semiconductor Industry Blue Book”. WSTS Inc., 2008
21. 公開資訊觀測站
22. 王敏慧,2005,”企業策略群組與資本市場評價關係探討 --以台灣上市櫃IC通路商為例”,國立臺灣大學,會計與管理決策組,碩士論文。
23. 吳思華,1996,“策略九說:策略思考的本質”,台北市,麥田出版。
24. 吳堉文,2004,”我國IC通路產業關鍵成功因素之研究”,國立臺灣大學,會計學研究所,碩士論文。
25. 呂建勳,2005,”半導體通路產業結構與競爭策略之研究”,國立臺灣大學,國際企業學研究所,碩士論文。
26. 李大吉,2002,”電子零件通路商在不確定的環境中之經營策略研究”,國立中央大學,管理學院高階主管企管碩士班,碩士論文。
27. 沈振平,2007,”台灣半導體零件通路商採合資控股合倂之個案研究”,國立臺灣科技大學,工業管理系,碩士論文。
28. 胡光耀,2003,”台灣IC通路商競爭力診斷之個案研究”,淡江大學,管理科學研究所企業經營碩士在職專班,碩士論文。
29. 胡聖生,2001,”我國半導體零件通路產業之競爭策略分析-以世平興業股份有限公司為例”,國立中山大學,企業管理學系研究所,碩士論文。
30. 張奇,吳善同,潘建光,2009.04.17,"混沌初開,商機乍現--通訊產業",產業情報研究所(MIC),財團法人資訊工業策進會。
31. 陳芃婷,2005,”主動培養核心能力以創造競爭優勢:以鴻海企業為實證案例”,國立交通大學,科技管理研究所,博士論文。
32. 廖建裕,2002,”半導體零組件通路商能力、稟賦與利潤關係之研究”,雲林科技大學,企業管理系碩士班,碩士論文。
33. 謝加川,2005,”資訊系統整合之影響探討-以電子零件通路產業之電子流程與ERP整合為例”,國立政治大學,資訊管理研究所,碩士論文。
34. 蔡山和,2003,“我國半導體零組件通路業之關鍵成功因素研究”,台北大學企業管理學系碩士在職專班碩士論文。
35. 蔡博文,2000,”台灣IC設計業者與FAB廠間技術知識連結關係之研究--以系統單晶片(SoC)為例”,國立政治大學,科技管理研究所,碩士論文。
描述 碩士
國立政治大學
管理碩士學程(AMBA)
96380035
98
第一章、研究動機與目的.......................1
     第一節、研究動機........................2
     第二節、研究目的........................6
     第二章、文獻探討..........................9
     第一節、半導體產業與通路商現況.................9
     第一項、半導體產業現況....................9
     第二項、半導體通路商現況..................13
     第二節、通路商對供應商與客戶之交易模式與概況..........20
     第三節、資源與核心能力.....................32
     第四節、核心能力與策略.....................49
     第五節、核心能力與動態能耐...................57
     第一項、定義.......................57
     第二項、從動態能耐理論來探討企業發展核心能力模型.....68
     第三章、研究方法..........................70
     第一節、研究架構........................70
     第二節、研究流程........................70
     第四章、研究發現..........................76
     第一節、通路商對供應商與客戶之價值...............76
     第二節、通路商策略的類型....................97
     第三節、大聯大集團動態能耐與成長策略演進............117
     階段一: 成立到建立規模經濟 (1981~1999).........118
     階段二:進入技術本位(1999年~)..............123
     階段三:進入特殊關係類型(1996年~)............128
     第五章、結論與建議.........................130
     第一節、研究整理........................130
     第二節、研究建議........................139
     第三節、研究貢獻........................140
     第四節、研究限制與後續研究建議.................142
資料來源 http://thesis.lib.nccu.edu.tw/record/#G0963800351
資料類型 thesis
dc.contributor.advisor 尚孝純zh_TW
dc.contributor.author (Authors) 陳嘉信zh_TW
dc.creator (作者) 陳嘉信zh_TW
dc.date (日期) 2009en_US
dc.date.accessioned 9-Apr-2010 14:44:04 (UTC+8)-
dc.date.available 9-Apr-2010 14:44:04 (UTC+8)-
dc.date.issued (上傳時間) 9-Apr-2010 14:44:04 (UTC+8)-
dc.identifier (Other Identifiers) G0963800351en_US
dc.identifier.uri (URI) http://nccur.lib.nccu.edu.tw/handle/140.119/38402-
dc.description (描述) 碩士zh_TW
dc.description (描述) 國立政治大學zh_TW
dc.description (描述) 管理碩士學程(AMBA)zh_TW
dc.description (描述) 96380035zh_TW
dc.description (描述) 98zh_TW
dc.description (描述) 第一章、研究動機與目的.......................1
     第一節、研究動機........................2
     第二節、研究目的........................6
     第二章、文獻探討..........................9
     第一節、半導體產業與通路商現況.................9
     第一項、半導體產業現況....................9
     第二項、半導體通路商現況..................13
     第二節、通路商對供應商與客戶之交易模式與概況..........20
     第三節、資源與核心能力.....................32
     第四節、核心能力與策略.....................49
     第五節、核心能力與動態能耐...................57
     第一項、定義.......................57
     第二項、從動態能耐理論來探討企業發展核心能力模型.....68
     第三章、研究方法..........................70
     第一節、研究架構........................70
     第二節、研究流程........................70
     第四章、研究發現..........................76
     第一節、通路商對供應商與客戶之價值...............76
     第二節、通路商策略的類型....................97
     第三節、大聯大集團動態能耐與成長策略演進............117
     階段一: 成立到建立規模經濟 (1981~1999).........118
     階段二:進入技術本位(1999年~)..............123
     階段三:進入特殊關係類型(1996年~)............128
     第五章、結論與建議.........................130
     第一節、研究整理........................130
     第二節、研究建議........................139
     第三節、研究貢獻........................140
     第四節、研究限制與後續研究建議.................142
-
dc.description.abstract (摘要) 電子業在近20年來在台灣蓬勃發展,不論是上游的晶圓廠,IC設計,中游的半導體製造業,乃至於下游的電子產品製造業,在全球市場裡皆佔有一席之地。在整個產業鏈之中,半導體製造業在2008年的銷售額達到255 Billions,其中半導體通路商就佔全部銷售額的30%以上,半導體通路商在產業鏈中的地位是相當的重要。
     半導體零組件通路商在整個產業鏈扮演著何種角色呢?半導體零組件通路商必然能對上游供應商與下游的電子製造業提供價值,並且具有其競爭優勢,以存活在這競爭的產業,因此本研究採用個案分析方式針對亞洲最大的半導體通路商與日系半導體通路商進行研究探討,主要的研究發現有:
     1. 以實際量化的方式半導體電子零件通路商對供應商與客戶的價值。
     2. 從半導體產品價值鏈依不同類型供應商/通路商/客戶歸納通路商的策略類型為規模經濟型、技術本位型以及特殊關係型。
     3. 規模經濟型、技術本位型以及特殊關係型三種不同類型的通路商所具備的競爭優勢。
     4. 在動態的環境下,不同類型的代理商如何跨足其他類型的通路商,並且從成功案例之中了解其策略為何。
zh_TW
dc.description.abstract (摘要) In the past 20 years, Electronics industry flourishing in Taiwan, from the upstream wafer manufactory, IC design, to the middle reaches of the semiconductor manufacturing, as well as in the downstream electronic products manufacturing, both in the global market place. In the whole semiconductor supply/demand chain, the semiconductor manufacturing industry in 2008 achieved sales of 255 Billions, in which the semiconductor distributors accounted for more than 30% of total sales. This shows the important of semiconductor distributors in the semiconductor industry.
     What is role of distributors in the industry? Distributors must be able to provide value to upstream suppliers and downstream customer – the electronic manufacturing industry, and has its competitive edge to survive in this competitive industry.
     So this study used case study approach targeting the largest semiconductor distributors in Asia and the Japanese semiconductor distributor to conduct research into, the main findings are:
     1. Practical way to quantify the value of semiconductor distributor to the supplier and customer.
     2. Base on different types of suppliers / distributors / customers to induction distributors strategy type of the semiconductor value chain. As “Economies of scale”, “Technology-based model”, and “Special relationship”.
     3. The competitive advantage of “Economies of scale”, “Technology-based model”, and “Special relationship”.
     4. In a dynamic environment, how the different types of agents to branched out into other types of distributors? And identify the strategy from the success stories.
en_US
dc.description.tableofcontents 第一章、研究動機與目的.......................1
     第一節、研究動機........................2
     第二節、研究目的........................6
     第二章、文獻探討..........................9
     第一節、半導體產業與通路商現況.................9
     第一項、半導體產業現況....................9
     第二項、半導體通路商現況..................13
     第二節、通路商對供應商與客戶之交易模式與概況..........20
     第三節、資源與核心能力.....................32
     第四節、核心能力與策略.....................49
     第五節、核心能力與動態能耐...................57
     第一項、定義.......................57
     第二項、從動態能耐理論來探討企業發展核心能力模型.....68
     第三章、研究方法..........................70
     第一節、研究架構........................70
     第二節、研究流程........................70
     第四章、研究發現..........................76
     第一節、通路商對供應商與客戶之價值...............76
     第二節、通路商策略的類型....................97
     第三節、大聯大集團動態能耐與成長策略演進............117
     階段一: 成立到建立規模經濟 (1981~1999).........118
     階段二:進入技術本位(1999年~)..............123
     階段三:進入特殊關係類型(1996年~)............128
     第五章、結論與建議.........................130
     第一節、研究整理........................130
     第二節、研究建議........................139
     第三節、研究貢獻........................140
     第四節、研究限制與後續研究建議.................142
zh_TW
dc.language.iso en_US-
dc.source.uri (資料來源) http://thesis.lib.nccu.edu.tw/record/#G0963800351en_US
dc.subject (關鍵詞) 半導體零組件通路商zh_TW
dc.subject (關鍵詞) 競爭優勢zh_TW
dc.subject (關鍵詞) 動態能耐zh_TW
dc.subject (關鍵詞) Semiconductor Component Distributoren_US
dc.subject (關鍵詞) Competitive Advantageen_US
dc.subject (關鍵詞) Dynamic Capabilityen_US
dc.title (題名) 半導體零組件通路商的價值與動態競爭策略分析zh_TW
dc.title (題名) A Study on the Value and Dynamic Competitive Strategy of Semiconductor Distribution Industryen_US
dc.type (資料類型) thesisen
dc.relation.reference (參考文獻) 1. Argyres, N., 1995, `Technology strategy, governance structure and interdivisional coordination`, Journal of Economic Behavior and Organization, 28, pp. 337-358.zh_TW
dc.relation.reference (參考文獻) 2. Barney, J.B., 1991, “Firm Resources and Sustained Competitive Advantage”Journal of Management, Vol. 17, No. 1, March, pp. 99-120.zh_TW
dc.relation.reference (參考文獻) 3. Euro partners Deutschland, 2009, “International Consulting Network for the Micro Electronic Component Industry”, Press Information Press Release, Nr. 01.zh_TW
dc.relation.reference (參考文獻) 4. Grant, R.M., 1991, “The Resource-based theory of competitive advantage Implications for strategy formulation”, California Management Review, Spring, pp. 114-135.zh_TW
dc.relation.reference (參考文獻) 5. Hall, R., 1992, “The strategic analysis of intangible resources”, Strategic Management Journal, 13, pp.135-144.zh_TW
dc.relation.reference (參考文獻) 6. Hamel, G., 1991, “Competition for competence and inter-partner learning within international strategic alliances”. Strategic Management Journal, 12(special issue) 83–104.zh_TW
dc.relation.reference (參考文獻) 7. Hitt MA , Lei D , Bettis R., 1996, “Dynamic Core Competence Through Meta-Learning and Strategic Context”. Journal of Management. 22(4):549~569zh_TW
dc.relation.reference (參考文獻) 8. Javidan, M., 1998, “Core Competence What Does it Mean in Practice”. Long Range Planning , Vol.31 , No.1. pp60-71.zh_TW
dc.relation.reference (參考文獻) 9. Kolter, P., 1991, “Marketing management”: Analysis, Planning, and control, 8th ed., Englewood Cliffs, NJ: Prentice-Hall.zh_TW
dc.relation.reference (參考文獻) 10. Porter, E.Michael, 1980, “Competitive Strategy-Techniques for Analyzing Industries and Competitors”, The Free Press ,New York.zh_TW
dc.relation.reference (參考文獻) 11. Prahalad, C.K. and Hamel , G., 1990, “The core competence of the corporate ion”, Harvard Business Review, May-June, pp79-91.zh_TW
dc.relation.reference (參考文獻) 12. Sanchez R., Heene, A., 1997, “Reinventing Strategic Management New Theory and Practice for Competence-based Competition”, European Management Journal, Vol. 15, No. 3, pp. 303-317.zh_TW
dc.relation.reference (參考文獻) 13. SIA, 2008 – 2011, “SEMICONDUCTOR FORECAST SUMMARY”.zh_TW
dc.relation.reference (參考文獻) 14. Shoop, C. B. and Whitmore, C., 2004, “Electronics Distribution”, Deutsche Bank.zh_TW
dc.relation.reference (參考文獻) 15. Teece, D. J., 1986, “Profit form technological innovation”. Research Policy, 15(6), pp. 285-305.zh_TW
dc.relation.reference (參考文獻) 16. Teece, D. J., Pisano, G. and Shuen, A., 1997, “Dynamic Capabilities and Strategic Management”. Strategic Management Journal, Vol. 18, No. 7, pp. 509-533zh_TW
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