台灣記憶體模組商在2002年全球記憶體模組廠商十大排名中，上榜的就有四家，顯然地台灣已成為全球記憶體模組的生產重鎮。就記憶體的分類來看，DRAM和Flash Memory都各屬於其中的一種，兩者的最終產品皆可用SMT製程做最後的組裝，再加上小型記憶卡市場前景看好的情況下，現今許多台灣記憶體模組商紛紛開始著手投入這塊市場，期望能在Flash Memory應用市場找尋另一個發展的機會。
目前看起來台灣記憶體模組商可以成功地進入這塊市場，但是他們在原先記憶體模組產業所累積的經驗是否可以轉移至小型記憶卡產業之中？本研究會對記憶體模組產業和小型記憶卡產業做個比較，並以Porter的五力分析作為產業環境分析的基礎，釐清這兩個產業之間的差異性；進而對記憶體模組商的競爭策略作一般性的推論。
在記憶卡規格的制定上，沒有專利支撐的台灣記憶體模組商沾不到邊，只能藉由加入各個規格協會，來從事記憶卡的組裝，以量產能力為本身的優勢，取得國外大廠的OEM訂單，在OEM訂單上賺取可以支撐開發USB Flash應用產品上的資金，主打台灣的市場，而不去跟SanDisk和Sony之類廠商作國際上通路的競爭。在未來潛力最好的手機用MMC和SD記憶卡市場，由於台灣記憶體模組商大多數都沒有投資封測廠，所以這部分訂單皆用外包的方式，這將會不利於模組商，未來專業的封測廠將可能會與模組商爭奪手機用記憶卡的OEM訂單，成為模組商最大威脅的前在進入者。

In 2002, four of Taiwan’s DRAM module manufacturers are ranked in the top ten in the whole world DRAM module manufacturers. Obviously Taiwan is already the most important production location of the DRAM module in the world. Since DRAM and Flash Memory are both IC memory, and both flash memory cards and DRAM modules are produced with SMT process, the two industries seem to demand for the same core competence. In fact, quite a few Taiwan’s DRAM module manufacturers have already engaged themselves in the emerging memory card market, expect to be able to transfer their good fortune in DRAM module to this new area.
It may seem reasonable that Taiwan's DRAM module manufacturers could succeed in the emerging memory card market by simply adopting the technology of DRAM. However this simple extrapolation may not hold if they fail to see the critical difference between these two industries. This research compares the DRAM module industry to the memory card industry. Having Porter's five force analysis serve as the foundation of industry's environmental analysis, it distinguishes the critical difference between these two industries. And then an inference on the competitive strategies of Taiwan's DRAM module manufacturers is drawn based on our analysis.
It is clear that Taiwan’s DRAM module manufacturers have not developed any rights on related intellectual property, neither have done anything in determining the standards of card formats, they do not hold technical edge over competitors. The only advantage they seem to have is the efficiency in manufacturing and supply chain management. This research shows that with mass production capability as their chief competitive advantage, they will obtain OEM orders and hopefully gain cash position in order to support and develop USB flash storage products for Taiwan’s market. They will not, and cannot compete with SanDisk and Sony in inter-national market. As for MMC and SD memory card use in cell phone market that has the greatest potential in the future, they do not even possess the key manufacturing capacity. The size of these cards demands for IC packaging as the main method of production, instead of SMT on PCB. And none of the current DRAM module makers possess such capability, for it is traditionally an area dominated by large IC packaging subcontractors, many even larger then themselves, without either technical advantage or market channel control, may pose great threat to three DRAM nodule players. Because, in this case, big international players such as SanDisk can combine directly with IC packaging house to produce and market the products. These does not seem to be a place for others.

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