積體電路設計廠商的策略分析

IC Design House Strategy Analysis

江建勳(Chien-Shiun Jiang)

指導教授 ： 巫和懋

國立臺灣大學/管理學院/國際企業管理組/碩士(2006年)

https://doi.org/10.6342/NTU.2006.03174

摘要

台灣的半導體業因為台積電的創新晶圓代工營運模式而蓬勃發展，
助長了積體電路設計公司的興起，但市場常見到所謂的〝一代拳
王〞，亦即這家公司曇花一現，無法在下一個世代延續其市場領導地
位。
本研究針對積體電路設計公司的策略作分析，以台灣的聯發科、
威盛及美國的博通為研究主體，從這三家研發與市場策略著手，並進
一步了解他們在人才培養、文化建立以及策略的執行，並嚐試從這三
家的策略中推演出積體電路設計公司針對市場定位的一般性策略。
本研究的結論是在於成本導向及技術/市場導向上作策略的抉擇，
專注於成本導向策略的廠商必須建立策略性的供應商關係與在地的人
才/研發管理以獲致成本及速度優勢來發展技術擴散的產品線策略以達到最終的高市場佔有率策略目標。另一個策略選擇是技術/市場導向，廠商得發展與策略性客戶的合作夥伴關係，精於併購及國際人才/研發管理以取得技術突破，建立產業標準，來發展以市場擴散的產品線以獲取高毛利的策略目標。

關鍵字

半導體 ； 積體電路設計公司 ； 絕對優勢 ； 策略聯發科

並列摘要

Taiwan Semiconductors industry prospers since
some ten years ago. Thanks to TSMC foundry business
model innovation, it fuels the growth of
Semiconductors design houses businesses. Though,
there are many design houses appear to be meteoric,
which cannot sustain their market leadership
position in very next generation. This study is to
analyze Integrated Circuitry design houses
strategies by focusing on three design houses:
Mediatek and Via in Taiwan, and Broadcom in America.
The study examines the research & development and
marketing strategies of those companies, as well as
their people management, culture build-up, and
strategy execution. Derived from there, the
empirical results show the generic strategy to
position Integrated Circuitry design houses.

The conclusion of this study is that IC design
houses have to choose between cost oriented and
technology/market oriented strategies. For design
houses focusing on cost oriented strategy need to
build strategic relationship with suppliers, and
local R&D development to ensure their advantages on
cost and speed to expand their product lines, so
that they can reach the strategic goal of gaining high market share. The other strategic choice is to
focus on technology and market. They have to build
strategic relationship with key customers,
excellent in merge and acquisition, and
international R&D management to acquire technology
breakthrough, setting industry standards, so to
achieve high gross margin strategic goal.

並列關鍵字

Semiconductors ； Integrated Circuitry (IC) ； competitive advantage ； Strategy ； Mediatek ； Via ； Broadcom

參考文獻

＊ Deutsche Bank “Global Equity Research –

＊ Michael Porter “ Competitive advantage“

＊ Michael E. Porter “ On Competition＂

＊ R. Preston McAfee “ Competitive Solutions＂

＊ CSFB 分析師報告“03-09-30-博通-CSFB＂