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台灣IC設計公司競爭模式與成長策略 / The competitive patterns and growth strategies of Taiwan fabless IC design

台灣半導體業自1970年代發展至今,垂直分工完整,從上游的IC設計、製造,到下游的封測與配銷,都有眾多企業投入。本研究著眼於台灣半導體產業中,最上游的IC設計公司之競爭策略與經營模式,主要有幾個原因:

1.台灣有超過300間IC設計公司,吸納了眾多理工相關人才。
2.在全球範圍內,近年的產業結構劇變導致IC設計公司消長迅速。
3.IC設計可靠著正確的產品崛起,但也容易後續乏力,是高風險高獲利的產業。
4.經20餘年發展,世界前20大IC設計公司中,台灣企業已佔到5席。此時回顧IC設計公司的發展歷程,探究其成長策略,當可做為未來其他新進業者參考。

企業成長的策略模式是多樣化的,本研究整理相關文獻與個案發展歷程,針對四家台灣不同領域的IC設計公司所做分析,提出IC設計公司成長策略的擬定,可以由「市場面」、「技術面」,和「策略面」出發。目的在於,探討台灣IC設計業在成長過程中,面對外部競爭環境如何擬定競爭策略以建立、維持競爭優勢。

本研究實證結果摘要以下幾點:
1.技術面:新創IC設計公司資源不足,專攻特定技術可盡速累積經驗與未來發展資源。為了補足資源缺口,可以考慮緊跟產業標準制定者,進行產品規劃。
2.市場面:透過挑選指標型客戶,建立穩定的訂單來源,以及市場聲譽。
3.策略面:引進重要客戶或業界龍頭入股,加深合作關係。

關鍵字:IC設計、競爭模式、創新策略、成長策略、競爭優勢。 / Since 1970s, the semiconductor industry in Taiwan has formed a complete vertical specialized system which consisted of numerous companies from the upstream IC design, manufacturing, assembly & testing to the downstream IC distribution. The reasons why this study focused on the competitive patterns and business models of IC design includes:

1.There are more than 300 fabless IC design house in Taiwan and the whole industry attracted lots of young engineering talents and became remarkable to Taiwan economy.
2.Significant structural transformations changed the whole industry recently.
3.IC design house can rise rapidly by just one right product and fall even faster if they missed the right timing. So the industry is about high operation risks with high return on investments.
4.To learn the successful stories of Taiwanese IC design could be reference classes for the coming start-ups.

The growth strategies of corporations are quite diversified, therefore, this study induced the related documents and generalized the history of four case companies to find how they develop growth strategies. This study proposed the growth strategies could be formulated out of three dimensions: the market orientation, the technology orientation and the strategy orientation as below:
1.Technology orientation: In order to accumulate necessary resources for future growth, IC design start-ups may concentrate on core technologies and keep in step with the industry standard setters to plan their product line.
2.Market orientation: Collaborate with key clients to gain stable purchasing orders and reputations.
3.Strategy orientation: Leverage key clients or industry leaders to do market development.

Keywords: Fabless IC Design, Competitive Patterns, Innovation Strategy, Growth Strategy, Competitive Advantage.

Identiferoai:union.ndltd.org:CHENGCHI/G0099380021
Creators林帛曉, Lin, Po Hsiao
Publisher國立政治大學
Source SetsNational Chengchi University Libraries
Language中文
Detected LanguageEnglish
Typetext
RightsCopyright © nccu library on behalf of the copyright holders

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