台灣半導體產業近幾十年的蓬勃發展，帶動了整體電子產業的突飛猛進，也創造大量的就業機會。半導體產業的發展，必須仰賴高素質並可靠的供應鏈及技術支援，才能在二十四小時全年無休的生產線，達到最大的產能綜效，而這也是台灣半導體產業的強項。 早期半導體產業剛萌芽的階段，半導體設備代理商扮演極為重要的角色，代理引進各式國外半導體設備及提供在地技術支援服務，廠商的群聚效應，也使得整個相關供應鏈支援系統迅速發展。隨著半導體產業日益成熟，設備代理商協助國外設備導入半導體廠的裝機數量愈來越多，國外設備商也直接投入更多資源在台灣客戶，見時機成熟，規模較大的國外設備商逐漸直接設立分公司經營台灣市場。對於代理商來說，代理知名國外設備的機會減少，以及競爭者增加的情況下，必須思考如何轉型並迎向未來的挑戰。 台灣的半導體產業以及半導體設備資本支出佔全球舉足輕重的角色，尤其是晶圓代工產業仍居首位。世界前五大半導體設備商的規模及營運沿革，經過幾十年的發展與併購，也使得這些公司成為設備市場的大贏家。國內代理商在過去幾十年不同的時期營運狀況及獲利狀況亦有所差異，商業模式也開始有所轉變，部分代理商也成功的轉型，在原先代理的範疇之外，創造另外的事業版圖。 本文運用產業經濟學理論中的結構、行為及績效 (Structure-Conduct-Performance, S-C-P) 模型，透過產業結構與廠商行為以及經營績效之間的關係，做為產業結構及現況之分析工具，透過該模型架構具體、系統及邏輯分析架構來探討半導體設備代理產業在台灣的競爭型態。 個案公司的案例，實際說明在半導體產業因為代理權的異動而對公司所造成的影響，並且說明該公司相關因應策略以及未來的發展方向。;Taiwan semiconductor industry keeps growing for decades and become the major component of Taiwan’s vital electronics sector. The development of the semiconductor industry must rely on high-quality and reliable supply chain and technical support to be able to achieve the maximum production capacity in 24-hours production line. It’s also the strength and feature of Taiwan′s semiconductor industry. When the semiconductor industry just started in Taiwan, local equipment agents / distributors play a very important role to bridge the equipment into Taiwan market and also provide fast technical support services in order to meet customer production uptime. We also could see the entire supply chain almost support very close by each other. In recent years, semiconductor industry becomes very mature market in Taiwan. When more and more equipment’s installed, overseas equipment principals think about to have their own business operation in Taiwan. So the role of equipment agents / distributors become less important compare to before and also impact the business operation. Need to think about how to solve the challenge of this trend. . Taiwan′s semiconductor industry and semiconductor equipment capital expenditure accounted for the world′s important role; especially for the IC foundry industry is still the first place. World′s top five semiconductor equipment manufacturers become dominate the equipment market, agents / distributors in the past several decades play different roles in different decades. And need to think able other business model other than only doing agents / distributors business. Structure- Conduct- Performance (SCP) model is used as the analysis tool of market structure and current situation of industry. To better understand the agents / distributors business status and see any suggests and comments. Also provide a real company case and review the background. See the agent right change how to impact the revenue, profit and other aspects of the company. And alos look into the counter proposal when meet this kind of business challenge.
