晶圓代工廠商關鍵成功要素：以台積電為個案分析

The Critical Success Factors of Pure-Play-Foundry: TSMC Case Study

洪彰成(Chang-Cheng Hung)

指導教授 ： 史欽泰 ； 洪世章

國立清華大學/科技管理學院/高階主管經營管理碩士在職專班/碩士(2006年)

摘要

在創新的專業晶圓代工模式中，台灣積體電路(股)公司(台積電)在享有先趨者優勢之後，雖有來自其競爭對手─聯華電子(股)公司(聯電)於1995年轉型專業晶圓代工的強烈威脅，經過十年的競逐，直到2005年第三季，台積電仍持續地領先其他競爭對手，分別以50.1%市場佔有率及44%毛利率，超越聯電的18%市場佔有率及12.5%毛利率，確立台積電在專業晶圓代工產業的領導地位。本研究以台積電為個案分析對象，目的在於討論和檢視在劇烈變動的全球半導體產業中，有那些關鍵成功要素促成台積電持續性的競爭優勢，並試圖提出建議；期望對下一階段專業晶圓代工產業的發展做出貢獻。
本研究首先探討相關文獻，藉此瞭解在變動劇烈的半導體產業供應鍊中有那些關鍵要素和廠商的成功緊密相關，並以相當篇幅說明半導體和專業晶圓代工產業的演變過程，再以晶圓代工龍頭公司台積電為個案，深入解析其成功之關鍵要素，本論文將在最後章節中，將研究所得做一結論並針對台積電提出建議。
關鍵字：台積電、晶圓代工、關鍵成功要素、競爭優勢

關鍵字

台積電 ； 晶圓代工 ； 關鍵成功要素 ； 競爭優勢

並列摘要

Following the first mover advantage in the pure-play-foundry business-model innovation, TSMC continuously dominates the foundry segment up to 50.1% market share, and 44% gross margin in 3rd quarter 2005, which are far outpacing the nearest foundry competitor UMC, United Microelectronic Corporation at 18% market share and 12.5% gross margin, respectively. TSMC has also become the solid member of worldwide top 10 semiconductor suppliers since 2002, and even outpaced Freescale, Philips, and Sony in 2005 (Table 1). The aim of the present study is to discuss and examine those critical success factors (CSF) that are specifically forming the competitive advantages for pure-play-foundry (PPF) companies to be successful through TSMC focused study.
This paper is composed of four sections. First, an extensive literature review is conducted to find the major critical factors that shaping the TSMC success. Secondly, introductions to the evolution of semiconductor industry, pure-play foundries emerging, and further extend to the supply chain shifts will be presented accordingly. Thirdly, investigation results of TSMC critical success factors along with the transformation from manufacturing-centric through technology-centric to service-centric are examined. Conclusions and several suggestions for TSMC will be summarized in the end of the paper.
Keywords: TSMC, Foundry, Critical Success Factor, Competitive Advantage

並列關鍵字

TSMC ； Foundry ； Critical Success Factor ； Competitive Advantage

參考文獻

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