矽智財之產品化與產業分析

Productization and Industry Analysis of Silicon Intellectual Property

王一飛(I-Fay Fred Wang)

指導教授 ： 陳文華教授

國立臺灣大學/管理學院/商學研究所/碩士(2005年)

https://doi.org/10.6342/NTU.2005.00871

摘要

本研究首先探討矽智財作為產品所遭遇到的各種限制，我們從矽智財重複使用、客製化、及交易成本的分析中，了解影響矽智財使用者在購買決策上的一些重要因素。其次，以此為基礎，我們從產業的五力分析及對各市場區隔最成功的商業模式分析中，確認影響產業興衰的重要因素為：
一.矽智財的重複使用機會
二.使用者的經濟考量與需求彈性
三.相對於使用者內部設計團隊的工程能力與效率
四.交易成本
五.各方資訊及利益不對稱
六.網路效應。

研究的結論歸納為下列幾點：
一.矽智財的需求有增無已。
二.商業化矽智財產品面對的最大挑戰是來自於內部製造的選擇。
三.過高的交易成本，是今天矽智財產業發展受限制的重要因素。矽智財產業業者必須繼續努力降低交易成本。
四.矽智財產業朝向購併整合的集中趨勢以強化自身在價值鏈上的地位。
五.有些分眾市場已經找到較為理想的商業模式，非明星硬矽智財仍面對相當大的生存危機。
六.矽智財產業會走上服務化的路線。
七.為要彌補資訊不對稱的缺陷，發展品牌與品質評鑑是矽智財產業發展未來的趨勢。
八.責任與商業利益的不對稱，使得晶圓廠有足夠的誘因介入矽智財產業。

關鍵字

矽智財 ； 產業分析 ； 交易成本 ； 商業模式 ； 網路效應

並列摘要

This study first focused on the limitation faced by the Silicon Intellectual Property (SIP) products. From the analysis of reuse, customization, and transaction cost, we extracted the key factors that will influence potential SIP buyers’ decision process. With this as the base, we then analyzed the SIP industry with Porter’s Five-Force model, and the most successful business models in each of the 5 SIP market segments. With the analysis, we identified the most critical factors to decide the fate of SIP industry as follows:
a.The reuse opportunity of SIP
b.User’s economical concerns and demand elasticity
c.The engineering capability and efficiency vs. in-house team
d.Transaction cost
e.The asymmetry of information and interest among all parties
f.Network effect.

The conclusions of this study are summarized below:
1.The demand of SIP is eve increasing.
2.The baggiest challenge to commercial SIP products is from the in-house-made-SIP option.
3.The overly high transaction cost is one of the main reasons to limit the growth of SIP industry. SIP industry has to find ways to reduce the transaction cost.
4.The industry is in the trend of increasing concentration to strengthen its negotiation power in the semiconductor value chain.
5.Certain SIP market segments have found more suitable business model. But the non-star hard IP segment still faces survival crisis.
6.The SIP industry is heading to becoming a service industry.
7.To compensate the information asymmetry, the branding development and quality certification should be the trend in SIP industry.
8.Because of the imbalance of business interest and liability, foundry firms have strong incentive to expand into SIP industry.

並列關鍵字

SIP ； Industry Analysis ； Transaction Cost ； Business Model ； Network Effect

參考文獻

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