DRAM產業競爭分析─以台灣、韓國、美國為例

NCUIR > School of Management at National Central University > Executive MBA > Electronic Thesis & Dissertation > Item 987654321/71785

Please use this identifier to cite or link to this item: http://ir.lib.ncu.edu.tw/handle/987654321/71785

Title:	DRAM產業競爭分析─以台灣、韓國、美國為例
Authors:	王建中;Wang,iIann-Jong
Contributors:	高階主管企管碩士班
Keywords:	DRAM;半導體;SCP理論;競爭策略;DRAM;semiconductor;SCP theory;competitive strategy
Date:	2016-06-06
Issue Date:	2016-10-13 13:52:38 (UTC+8)
Publisher:	國立中央大學
Abstract:	本研究的目的在於以「結構-行為-績效」（Structure-Conduct-Performance，S-C-P）的理論架構，分析台灣、韓國及美國三地DRAM廠商的競爭策略，並藉由相關財務及經營資料的比較，解釋台灣DRAM業者在激烈的競爭中落敗的原因。最後，以目前的產業情勢及台灣現有廠商的狀況，提出未來台灣DRAM廠商可以採取的生存䇿略。從產業的供給面來看，台灣的DRAM產業在原料與技術的來源均須仰賴外國，再加上目前政府政策採取較保守的態度，基本面就不利台灣的業者。產業的需求面及市場結構部份，專注於標準型產品使台灣DRAM業者在面臨景氣循環時沒有有效的因應措施造成嚴重虧損，影響財務結構。與產業行為有關的訂價及投資策略方面，半導體產業雖然是寡佔市場，但DRAM的定價權多半還是掌握在需求面，所以通常是技術領先的廠商如韓國三星才擁有定價優勢，技術相對落後的台灣廠商通常只能被動地接受市場需求面的狀況，讓市場來決定價格。因此，未來台灣DRAM廠商在未來的投資策略時應選擇重點式投資而不須再像以往投入大筆資金。轉入特殊型獲利基型產品以掌握較多的產品定價能力，是台灣DRAM業者未來發展較適合的方向在產業績效部分，台灣DRAM 廠商的獲利率因為市佔率偏低且技術相對落後，因此獲利表現在台、美、韓三國中表現最差。生產成長率則在2012年產業重整後廠商主要以追求穩定獲利為主而避免重蹈產能競爭的噩夢後趨於穩定，但脆弱的財務結構會讓台廠在未來的成長率的表現受到壓抑而不如財務健全的韓國廠商。此外，台灣DRAM 廠商由於資金與人才相對缺乏，加上政府決心不足，在技術創新能部份已遠遠落後美韓兩國。;The purpose of this study is to "structure - conduct - performance" (SCP) theoretical framework to analyze competitive strategies Taiwan, South Korea and the United States three DRAM makers, and by comparing the relevant financial and operational information to explain Taiwan′s DRAM industry in fierce competition in the defeat of reason. Finally, the current industry situation and condition of existing manufacturers in Taiwan, made the future of Taiwan DRAM makers can take to survive strategy. From the supply side of the industry point of view, Taiwan′s DRAM industry source of raw materials and technology must rely on foreign, coupled with the current policy of the government to adopt a more conservative approach. Therefore, the fundamentals will adversely Taiwan industry. Demand side of the market and structural part of the industry, focusing on standard products made Taiwan DRAM industry in the face of the business cycle there is no effective response measures result in serious losses, the impact of the financial structure. In the market performance parts, Taiwanese DRAM makers during the 2008-2009 financial crisis decimated a significant severe losses. Coupled with the lack of energy technology innovation, even though the economic recovery, can no longer compete with foreign carriers. From this study, we have come to the basic conditions are not suitable for the development of Taiwan DRAM industry, and now Taiwan manufacturers mainly adopt two strategies, namely transfer to niche markets or international companies become dependent on its foundries. But the current situation further analysis, niche DRAM factory goods because they belong to a small amount of diverse markets often do not receive the attention of international companies, so select niche market for Taiwanese manufacturers can not only avoid with the positive international companies conflicts also have relatively stable profits, and therefore should be Taiwan DRAM makers ideal dominant strategy.
Appears in Collections:	[Executive MBA] Electronic Thesis & Dissertation

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