摘要(英) |
The world’s first semiconductor foundry was built by tsmc in 1987. The global semiconductor foundry service revenue is growing from 2001 80 billion USD to 2010 250 billion USD, and it is an average of 13% CAGR (Compound Annual Growth Rate) growth in semiconductor foundry business. The No.1 and No.2 global semiconductor foundry players are tsmc and UMC which are both located in Taiwan. The 2 companies occupied 69% of global market share in 2010 (data source IC Insights), and they are the most competitive players in semiconductor foundry service. By running semiconductor foundry business, tsmc became No.4 worldwide semiconductor company, and UMC is No.19 worldwide semiconductor company in 2010. Although Taiwanese semiconductor foundry industry is now standing on the global top position, there are many new comers from USA, South Korea, China, and Japan to compete with Taiwanese operators and willing to breakthrough the semiconductor foundry market from the 2 major operators. It became an important topic for Taiwanese semiconductor foundries to maintain their competitive advantage.
The thesis is a qualitative research of the competitive advantage and strategy analysis based on Taiwanese semiconductor foundry industry. Some academic papers and the theories of competitive analysis models have been discussed to analysis the characteristics of competitive advantage in semiconductor foundry business, such as industry life cycle analysis, five forces analysis, six forces analysis, V.R.I.O. analysis, BCG model, EV=PB-C analysis, and S.W.O.T. analysis. The competitive advantage case study is based on a major semiconductor foundry service company in Taiwan. The case study adopted the theory of the analysis of characteristics model to intensively discuss the competitive advantage of the case company, and its competitive strategy and deployed actions. The before and after business performance of the case company was compared as the effectiveness result of the case company’s competitive strategy and actions.
According to the above study, it was concluded that the competitive advantage analysis of the semiconductor foundry industry can be accomplished by the theory of the analysis of characteristics model. Based on the study result, current competitive advantages in semiconductor foundry industry are as following, how to increase the market share of advance process technology products, high product yield, good and stable product quality, and customer satisfaction on the production capacity and delivery schedule. It is suggested that the further study can focus on the alliance strategy between suppliers and subcontractors of foundry operator, the application of intellectual property in semiconductor industry, and the development technology of next generation fab.
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三. 網站資料
1. 經濟部產業技術知識服務(ITIS智網):http://www.itis.org.tw
2. 工業技術研究院,國際合作知識網:http://www.ibc.itri.org.tw
3. 拓墣產業研究所,網址:http://www.chip123.com
4. 工業技術研究院IEK 產業情報網:http://ieknet.itri.org.tw
5. 全國碩博士論文資訊網:https://etds.ncl.edu.tw
6. 經濟部全球資訊網:http://w2kdmz1.moea.gov.tw
7. 證券交易所 公開資訊觀測站;http://newmops.tse.com.tw
8. 聯華電子公司網站:http://www.umc.com
9. 台灣積體電路公司網站:http://www.tsmc.com
10. 维基百科 http://zh.wikipedia.org/wiki/Wiki
11. Global foundry網站 http://www.globalfoundries.com
12. Issuppli 網站 http://www.isuppli.com
13. IC Insights網站 http://www.icinsights.com
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