研究生: |
林志明 Lin, Chih-Ming |
---|---|
論文名稱: |
半導體設備商合縱策略關鍵要素分析-以 ASML 公司為例 Analysis of the Key Elements of the Joint Venture Strategy of Semiconductor Equipment Vendors - Platform in the Sport ASML company |
指導教授: |
林哲群
Lin, Che-Chun |
口試委員: |
楊屯山
Yang, Jerry T. 張焯然 Chang, Jow-Ran 蔡錦堂 Tsai, Jin-Tang |
學位類別: |
碩士 Master |
系所名稱: |
科技管理學院 - 經營管理碩士在職專班 Business Administration |
論文出版年: | 2023 |
畢業學年度: | 111 |
語文別: | 中文 |
論文頁數: | 46 |
中文關鍵詞: | 半導體設備 、商業模式 、競爭優勢 、策略 、併購 |
外文關鍵詞: | Business mode |
相關次數: | 點閱:63 下載:3 |
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本論文以個案分析來研究半導體設備商艾司摩爾 (ASML) 商業模式,及如何應用商業模式分析將技術研發觸及上下游資源合縱整合,強化本身的產業競爭優勢。其次,利用合縱策略模式的創新,透過與客戶相互之間的合作,並幫助客戶持續提升晶片價值、降低晶片週間成本,達成互惠雙贏局面進而成為微影設備的先鋒者。在研究結果顯示,ASML技術上為追趕摩爾定律的先驅者之外,商業模式鎖定高階先進製程市場,不斷地推出創新的產品,創造新的動能,並藉由併購來強化技術、整合解決問題的技術,開創新的市場,擴大與競爭對手在高階先進製程市場距離 。
另在半導體製造與設備商在技術創新與成本盈收的商業考量下,欲延續摩爾定律與先進製程發展,如何透過商業的創新及合縱策略,相互扶持共創雙贏讓此策略為公司永續經營成長,亦即企業競逐先進製程下刻不容緩的議題。
本研究將透過半導體產業上下游合縱策略模式的探討,分析其競爭優勢以及合縱策略的差異,及產業未來可能趨勢與變化分析,找出半導體設備創新整合與策略方向。
This thesis uses a case study to study the business model of ASML, a semiconductor equipment manufacturer, and how to apply business model analysis to integrate technology R&D and upstream and downstream resources, and strengthen its own industrial competitive advantage. Secondly, using the innovation of the joint strategy model, through cooperation with customers, and helping customers to continuously increase the value of chips, reduce the cost of chips per week, achieve a mutually beneficial and win-win situation, and become a pioneer in lithography equipment. The research results show that ASML is technically a pioneer in catching up with Moore's Law, its business model is locked in the high-end advanced process market, it continuously launches innovative products, creates new kinetic energy, and strengthens technology and integrates problem-solving solutions through mergers and acquisitions. Technology, open up new markets, and expand the distance from competitors in the high-end advanced process market.
In addition, under the commercial considerations of technological innovation and cost profitability, semiconductor manufacturers and equipment manufacturers want to continue the development of Moore's Law and advanced manufacturing processes. How to support each other and create a win-win situation through business innovation and cooperation strategies to make this strategy sustainable for the company Business growth is an urgent issue for enterprises to compete for advanced manufacturing processes.
This research will analyze the competitive advantages and differences of vertical strategies through the discussion of the upstream and downstream vertical strategy models of the semiconductor industry, as well as the possible future trends and changes of the industry, so as to find out the innovation integration and strategic direction of semiconductor equipment.
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ASML企業網站,http://www.asml.com
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