| dc.description.abstract | IC Substrate is an application of Printed Circuit Board (PCB), which is lighter and smaller than PCB, and is a circuit board specially designed to carry ICs, while fixing, protecting and supporting IC chips. The importance of the IC substrate lies in the fact that it carries many key electronic components that form the core of modern electronic devices. Overall, the importance of IC substrates in modern electronics cannot be ignored, and it is one of the key components to ensure the proper functioning of electronic devices.
This study uses the ＂Structure-Conduct-Performance＂ (S-C-P) architecture theory of economics to analyze the basic conditions of the IC substrate industry, government policies, and the current status and future development of the IC substrate industry from five aspects: market structure, manufacturer behavior, and industrial performance.
In terms of basic conditions, the direct raw materials of IC substrates still have to rely on Japan, but it is not difficult to obtain, and secondly, in product research and development, the manpower and cost required are quite large, and only large manufacturers with scale have the ability to invest. In terms of government policies, the government policies of countries related to the IC substrate industry are mainly general policies, investment incentives, and regulations and regulations, and Taiwan, China, the United States, Japan, South Korea and other countries have also proposed corresponding regulations.
In terms of market structure, the study found that the IC substrate industry is a ＂competitive Type I＂ market with ＂low oligopoly＂, but in practice, it is generally regarded as a highly competitive market. In terms of manufacturer behavior, the IC substrate industry has moved closer to the semiconductor industry, which is a capital-intensive and technology-intensive industry. Large manufacturers have huge resources and sufficient manpower, and can cooperate with customers in the early stage of new product development to obtain tickets for new products. Secondly, the IC substrate industry has a high barrier to entry, and when manufacturers want to maintain a competitive advantage, they really need to continue to innovate and expand their scale. Finally, in terms of industrial performance, it can be seen that the profit margin of the IC substrate industry is better than that of the traditional printed circuit board industry, which is a profitable industry, but it is still lower than that of other semiconductor industries. The results show that the profitability of manufacturers is related to the type of product, and due to the demand for AI and high-speed computing, ABF substrates are the driving force for the growth and profitability of the IC substrate industry.
This study proposes the following five recommendations for those interested in this industry. We will continue to invest in R&D and innovation, improve product quality and reliability, optimize supply chain management, focus on emerging application areas, and strengthen environmental awareness and practices to enhance the competitiveness of the industry. | en_US |