本文旨在以鑽石體系探討台灣晶圓代工產業在發展了30年後，之所以具有國際競爭力各項條件，並在五力模型的分析下，進一步探討台灣晶圓代工產業未來的威脅及具有的優勢。本研究認為，台灣晶圓代工產業具備有鑽石體系中的各項生產因素、需求條件、相關與支援產業以及同業競爭與企業策略等條件，且台灣在發展晶圓代工產業的初期，政府扮演相當重要的要角，是推動這30年來晶圓代工產業蓬勃發展的重要原因。而這台灣獨創的專業晶圓代工模式也因為在國際分工需求下，產生其效益，並帶給台灣半導體上下游產業的垂直分工發展並使半導體產業聚落形成。
另一方面，在以五力模型中的各項威脅因素分析時，發現在同業競爭、供應商以及顧客的各項因素中，其威脅屬於中等程度，並沒有特別具有威脅的一項；而在潛在競爭者的威脅這一部分則更弱了，因為其成本太高以及經營模式和一般整合元件廠商（Integrated Device Manufacturer, IDM）以及記憶體廠商的經營方式不同，使得進入障礙提高；在替代產業的威脅上則是最低的，目前幾乎沒有可以取代晶圓代工產業的產品。故短期間內台灣的晶圓代工產業在國際上具有相當大的優勢。
本研究也針對以上結果綜合提出四個命題。第一、在晶圓代工產業發展初期，政府對鑽石體系中生產因素的策略性協助越多，越容易使其成功；第二、整合性服務與誠信這兩方面表現越佳者，未來越具有競爭力；第三、在供應商、晶圓代工業以及客戶的關係裡，位居買方之產業其轉換成本高；第四、未來唯有資本雄厚的整合元件製造廠（IDM）有能力進入該產業。 / The research shows that Taiwan semiconductor pure foundry industry composes of four well-proven completed environment conditions in Porter’s Diamond Model: Factor Conditions, Demand Conditions, Related and Supporting Industries, and Firm Strategy, Structure, and Rivalry. In addition, the Role of Government, defined as the fifth condition in the model, plays an important role in the early stage. The pure foundry model created by Taiwan also contributes the development of vertical de-integration and the formation of semiconductor cluster.
Meanwhile, Five-Force Model is used to analyze the threats of Taiwan semiconductor pure foundry industry, which shows the threat from rivalry among existing competitors, suppliers and buyers is moderate. The threat of new entrants is low, and the threat of substitute products or services is insignificant. In summary, Taiwan semiconductor pure foundry industry still has strong competitive adventages in the near future.
The research also provides four propositions. First, the more the government provides assistance to the factor conditions in the early stage, the easier the foundry industry will be successful. Second, the better the integrated services and the higher integrity a company could offer, the more competitive the company will be. Third, in the relationship of supplier, foundry and customer, the roles of buyer have higher switching cost. Fourth, the Integrated Device Manufacturer (IDM) companies with sufficient capital are the only type of companies could enter this industry in the future.
| Identifer | oai:union.ndltd.org:CHENGCHI/G0093355065 |
| Creators | 游森楨, You,Quentin |
| Publisher | 國立政治大學 |
| Source Sets | National Chengchi University Libraries |
| Language | 中文 |
| Detected Language | English |
| Type | text |
| Rights | Copyright © nccu library on behalf of the copyright holders |
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