我國動態隨機存取記憶體產業之國際競爭力分析

A Study on the International Competition of Taiwan DRAM Industry

黃大瑋(Ta-Wei Huang) ； 林延璘(Yen-Lin Lin)

《多國籍企業管理評論》 4卷2期 (2010/09) Pp. 12-30

摘要

台灣半導體產業發展歷史已超過四十餘年，在政府積極支持和產業界的努力下，台灣已成為全球半導體產業的重鎮，半導體製造與設計能力在全球半導體市場更扮演舉足輕重的角色，為全球第四大生產國。其中半導體產業中之動態隨機存取記憶體(DRAM)產業其市佔率更是達到全球排名第二，僅次於韓國，全球市佔率達22.4%，且具備生產成本為全球最低之優勢。近年來，受到全球化潮流之影響，加上許多後起之秀如馬來西亞、新加坡及中國大陸等國家紛紛投入，使得台灣半導體製產業的發展面臨強大的競爭壓力。然而自2007年起國內外半導體市場年增率(3.2%)，遠低於2003~2006年的水準，到2008年全球半導體市場銷售額年增率亦呈現明顯走緩之趨勢，主要是因為上半年全球經濟景氣因受到次級房貸風暴、通貨膨脹升高，以及下半年的金融海嘯衝擊實質需求緊縮的影響，其中尤其以動態隨機存取記憶體(DRAM)所處的經營環境情勢最為不佳。因此本研究將針對國內半導體產業相關之DRAM產業的現況作一詳細介紹，並採用產業國際競爭力及貿易特化係數，來進行國內半導體之動態隨機存取記憶體產業的國際競爭力分析。

關鍵字

動態隨機存取記憶體 ； 國際產業分工 ； 貿易特化係數 ； 國際競爭力

並列摘要

The history of Taiwan's semiconductor industry has been more than 40 years .In the government and industry to actively support these efforts, Taiwan has become a center for the global semiconductor industry, semiconductor manufacturing and design capabilities in the global semiconductor market also plays a pivotal role for the world's fourth largest producer. In which the semiconductor industry, the dynamic random access memory (DRAM) industry, whose market share is to achieve global ranking second only to South Korea, the global market share reached 22.4%, and have the world's lowest production cost advantages.Only in recent years by the impact of the trend of globalization, coupled with many a rising star such as Malaysia, Singapore and mainland China and other countries have put into making the development of Taiwan's semiconductor manufacturing industry, facing strong competitive pressure.However, since the semiconductor market at home and abroad since 2007, annual growth (3.2%), well below the 2006 level from 2003 to 2008, global semiconductor sales have shown annual growth significantly slowed the trend, mainly because of the half of the global economic boom due to being sub-prime crisis, inflation increased, as well as the impact of the second half of the actual demands of the financial tsunami, the impact of tightening, which particularly in the dynamic random access memory (DRAM) business environment in which the situation is not the most good.Therefore, this study will address the domestic semiconductor industry, related to the status of DRAM industry to make a detailed presentation and adoption of the international competitiveness of industry and trade specialization coefficient, to carry out domestic semiconductor dynamic random access memory of the international competitiveness of industry analysis.

並列關鍵字

DRAM ； International Industry Division of Labor ； Trade Specialization Coefficient ； International Competitiveness

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