研究生: |
吳明彥 Wu, Ming-Yen |
---|---|
論文名稱: |
半導體測試設備企業競爭優勢與發展分析研究:以T公司為例 An analysis on competition strategy and development for firms of semiconductor test equipment industry: The case of firm T |
指導教授: |
李傳楷
Lee, Chuan-Kai |
口試委員: |
郭啟賢
蔡子皓 余士迪 |
學位類別: |
碩士 Master |
系所名稱: |
科技管理學院 - 高階經營管理碩士在職專班(EMBA) Executive Master of Business Administration(EMBA) |
論文出版年: | 2020 |
畢業學年度: | 108 |
語文別: | 中文 |
論文頁數: | 56 |
中文關鍵詞: | 半導體測試設備企業 、競爭優勢 、核心能力 |
外文關鍵詞: | semiconductor test equipment industry, competitive advantage, core competence |
相關次數: | 點閱:73 下載:0 |
分享至: |
查詢本校圖書館目錄 查詢臺灣博碩士論文知識加值系統 勘誤回報 |
受到中美貿易摩擦影響,中國政府積極加速半導體產業發展,以半導體設備來看,中國雖然在整個半導體產業鏈的機器設備均有佈局,但仍與國際大廠技術水準有段差距。由於美中貿易戰使得全球總體經濟不確定性增加,影響電子終端產品銷售下滑,但仍有半導體測試設備商業者憑著先進的研發能力、穩定的品質水準,與嚴格的生產成本控制,在全球測試設備領域居於世界的領導地位,例如本研究關注之個案公司T。本研究旨在探討半導體測試設備企業之競爭優勢與發展分析,藉由廣泛初級資料及次級資料的蒐集,以瞭解產業現況、特性及趨勢,由外部產業環境分析及企業內部條件分析,探討競爭優勢的來源,並以T公司為個案進行競爭策略之分析。本研究發現T公司成功的策略不在客戶多而在於精選客戶,也不是盲目的追求營業額的成長,而是在於獲利的穩定。獲利也不是只有靠低成本,新技術才是主因。由於產業環境及企業之競爭地位都不斷的改變,選擇適合當時環境的競爭策略成為企業最重要的任務。加之中國半導體測試市場及需求持續升溫,中國政府大力扶持,使得整個市場環境更為活絡,個案公司T的記憶體分類機更成為市佔率第一,未來可進一步利用與國際大廠的良好關係,增加多種產品,將有限資源投入優勢競爭,提升市場進入障礙,必可因構築的競爭優勢,為公司創造明顯的業績成長與可觀之利潤。
Due to the US-China trade war, the Chinese government has been positively increasing investment and accelerating its semiconductor industry development. In terms of the semiconductor equipment industry, although to some extent China has the deployment of machinery and equipment throughout the semiconductor industry chain, it still has room to catch up with the international manufacturers in the comparison of their technology level. The decline in sales of electronic terminal products has occurred due to the increasing global economic uncertainty from the US-China trade war. However, some semiconductor test equipment firms have maintained their leading advantages in the world. These leaders mainly rely on advanced research and development capabilities, stable quality standards, and strict production cost control. The case firm T is one of these leaders. By employing case study, this research aims to explore the approach of gaining competitive advantages for firms in the semiconductor test equipment industry. In specific, the paper explores the external industrial environment as context and internal conditions of the company through extensive collection of primary and secondary data, including the characteristics and trends of the industry and firms. Combining the analysis of external context and the internal data of firm T, the thesis explores the source of competitive advantage and find competitive strategies from the case firm T. The study finds that the successful strategies comprise (a) the selection of customers instead of the amount of customers; (b) the stability of profit instead of pursuing of the growth turnover blindly; (c) new technology is the main reason instead of low cost for making profits. Considering uncertain industrial environment and changing positions in market competition, firms have to primarily choose suitable competitive strategies for responding the environment of that time. China’s semiconductor testing equipment market and demand have been heated with the strong support from the Chinese government. The entire market therefore has been active. The product of memory classification machine provided by firm T has occupied the largest market share. Firm T may further make use of their good cooperation relations with major international manufacturers to increase its variety of products. Firm T may invest its limited resources into core competitive advantage, and meanwhile raise competitors’ entry barriers to the market. In that way, firm T may make significant growth performance and considerable profits by building up its competitive advantage.
參考文獻
ㄧ、中文文献
1.司徒達賢(2005),策略管理新論,台北:智勝文化出版公司(第二版)。
2.台灣工銀證券(2009),【年報】2010年半導體產業展望,台灣工銀證券。
3.曲威光(2013),積體電路與微機電產業,台北:全華圖書。
4.何亮, 柳玉壽(2019),市場行銷學原理,台北:財經錢線文化有限公司。
5.李成文(2018),企業戰略管理(第二版) , 台北:財經錢線文化有限公司。
6.李慧瑜(2007),記憶體封測產業,華銀徵信產經研究部。
7.門淑蓮(2005),企業新事業開發,北京:清華大學出版社。
8.林則孟,林大欽(2008)晶圓針測製程介紹,半導體製造概論。http://www.taiwan921.lib.ntu.edu.tw/mypdf/mf23.pdf
9.林皇瑞(2005),「IC封測業」,產經資訊NO.28,華南投顧。
10.孟偉、戴宇(2019),半導體測試設備行業研究分析报告,九鼎投資。
11.唐和明(2009),「封裝業百花齊放文藝復興時代來臨」,國際構裝、電子材料、電路板技術研討會。
12.黃營杉(1996),策略管理,台北:華泰書局。
13.陳玲君、楊雅嵐(2009),「ITIS-產業評析中國封測產業發展概況」,工研院IEK電子分項。
14.楊雅嵐(2009),「IC封測產業回顧與展望」,眺望~2010科技產業發展趨勢研討會,工研院 IEK。
15.經紀部市研組(2008),「中國半導體政策及對台灣的影響」,統一證券集團。
16.劉任(2008),「封測業者搶灘積極股價具投資潛力」,理財周刊387期。
17.蔡毓芳(2005),「兩岸半導體產業之優勝劣敗」,台灣經濟研究月刊,(6月)。
二、英文文献
1.Barney, B.J. and Hesterly, W.S. (2008). Strategic Management and Competitive Advantage. New York : Pearson International Edition. (2nd ed.)
2.Drucker, Peter Ferdinand(2006),Innovation And Entrepreneurship: Practice and Principles, New York :Harpercollins.
3.Hill, C. W. & Jones, G. R. (2001), Strategic Management Theory, Boston, M.A.: Houghton Mifflin Company.(5th ed.)
4. Humphrey, Albert (December 2005). “SWOT Analysis for Management Consulting” (PDF). SRI Alumni Newsletter. SRI International.
5.Lambkin M. and Day,G. S.(1989) “Evolutionary Process in Competitive Markets: Beyond the Product Life Cycle”, Journal of Marketing, (July) 53,PP. 4-20.
6.Porter, M. E. (1980). Competitive Strategy: Techniques for AnalyzingIndustries &Competitors. New York : Free Press.
7.Porter, M. E., (1985). Competitive Advantage :Creating and Sustaining Superior Performance. New York : Free Press.
8.Porter, M. E. (1990). The Competitive Advantage of Nations. New York : The Free Press.
9.Weihrich, H., (1982). “The SWOT Matrix – A Tool for Situational Analysis”, Long Range Planning, Vol.15, No. 2, PP.54-66.
10. Yam, K. L. (Ed.). (2010). The Wiley encyclopedia of packaging technology. John Wiley & Sons.
11. Yin, R. K. (2009). Case study research: Design and methods (4th ed.). Thousand Oaks: Sage.
三、 網路資源
1.半導體製造概論,
網址:http://www.taiwan921.lib.ntu.edu.tw/mypdf/mf23.pdf
2.ITIS智網,
網址:http://www.itis.org.tw/
3.Ansforce,
網址:https://www.ansforce.com/
4.中國半導體產業協會,
網址:http://www.csia.net.cn/
5.顧能網站,
網址:http://www.gartner.com/home
6.Techwing,
網址:http://www.techwing.co.kr/
7.國際半導體設備材料產業協會(semi),
網址:http://www1.semi.org/zh/
8.自由時報電子報,
網址:http://iservice.libertytimes.com.tw
9.全國碩博士論文資訊網,
網址:https://etds.ncl.edu.tw/
10.拓墣產業研究所,
網址:http://www.chip123.com/
11.MBA智库百科,
網址:http://wiki.mbalib.com/
12.九鼎投資,
網址:http://www.jdcapital.com/