本文旨在藉由分析DRAM產業發展的歷史與目前的現況來找出Flash Memory產業的發展策略。記憶體IC(Memory IC)無論是巿場規模,或是在系統產品中所扮演的儲存媒體角色,在半導體中都是很重要的一個部分。台灣DRAM業界除了不斷進行產品技術和製程技術的精進,以踏實地提升我國在DRAM產業中的競爭力之外;另一方面也藉由策略聯盟、技術合作及持續地投入研發,不斷拉近台灣和國外先進技術的差距。台灣在DRAM產業中已具有一定的競爭力,但在Flash Memory產業中尚屬萌芽階段。 本研究藉由總體分析法,亦即包含定量的DRAM、Flash產業發展基礎資料與景氣循環歷史資料與定性的深入比較景氣循環變數,同時輔以部分的市場分析資料支援,並採部分均衡比較靜態分析之假設,將結果歸納整理成Flash Memory產業經營之策略。 依本研究建構之模式,主要研究發現如下: 1.Flash Memory成為新興記憶體IC市場的代表。 2.Flash Memory比DRAM產業更具有價格崩跌的風險。 3.國內廠商在發展策略上應加強與國際Flash Memory公司合作共同開發 相關技術,同時運用製造管理優勢,進行成本競爭力的提昇。
According to DRAM industry cycling data and current status. We refer the DRAM data to study business strategy on flash memory industry. Memory IC is a very important industry in total semiconductor industry no matter in market size or the role of media storage. The most of Taiwan DRAM Company are focuses on develop new product and process technology to improve their competitiveness. Also, their keep good relationship with worldwide advance company by using strategic alliance and join development activities. We take semiconductor overall industry analysis method to input DRAM and Flash industry cycling data then get the result as follows: 1.Flash memory to be the new emerging potential product in memory IC industry. 2.Flash memory has higher risk in price crash compare with DRAM industry. 3.Taiwan flash company should more co-operate with worldwide flash company by using very good manufacturing management skill to compete in cost down.