DRAM產業的競爭策略分析─以力晶半導體為例

An Analysis on the Competitive strategy of a DRAM industry －A case study for Powerchip Semiconductor Corperation

閻大同(Ta-Tung Yen)

指導教授 ： 楊錦洲

中原大學/工學院/工業工程研究所/碩士(2004年)

https://doi.org/10.6840/cycu200400737

摘要

回顧臺灣的DRAM產業，從利用8吋晶圓廠生產DRAM時代，全球產能大幅成長。然而在過去4年(2000~2003)歷經全球半導體景氣低迷、美國911恐怖攻擊事件、以及SARS疫情蔓延等事件，造成全球大多數的DRAM廠商皆虧損連連並且無多餘資金擴廠，截至2003年底， 12吋晶圓廠對全球產能貢獻其實不多，在全球DRAM產業處於一片混沌不明的狀況下，力晶半導體卻逆向操作，開始投入大量資金與心力建置12吋廠，景氣自2003下半年開始自谷底反彈，在DRAM廠商相繼反應不及之際，力晶半導體12吋DRAM廠產能逐步開出，以擁有更低廉的成本，與充足的DRAM顆粒貨源與其他國際DRAM顆粒廠商一爭高下，填補因景氣反轉而增加的市場佔有率，同時，利用12吋晶圓廠生產DRAM的低廉的成本和高品質產品逼迫其他老舊的8吋晶圓廠提早出局。力晶半導體的建廠策略以及產品佈局在此獲得市場的肯定以及回報，明年(2005)是全球DRAM產業世代交替的重要年代，有12吋廠的廠商才有機會在市場上競爭，目前DRAM國際大廠中的Micron、Hynix、Infineon等對12吋廠的擴廠態度都相對台廠來的保守，競爭力逐漸下降，而力晶半導體的全球競爭力在2座12吋晶圓廠的加持下，則是明顯向上提升，過去台灣廠商在全球DRAM產業的排名總是被遠遠的甩在後面，在台廠積極朝12吋廠發展下，明年(2005)將會是台灣在DRAM產業排名往前推升的一個大好機會。
本研究將探討DRAM廠商的競爭環境以及就以力晶半導體為例提出競爭策略的方向，供各界對於DRAM廠商的策略規劃研究提供一個參考案例。

關鍵字

競爭策略

並列摘要

Retrospection Taiwan’s DRAM industry during the 8 inch fab era, the globalwise DRAM production increased significantly. However during the past four years (2000~2003), the worldwide semiconductor industries suffered an economic recession. The 911 terrorist attack in USA and SARS(Severe Acute Respiratory Syndrome) etc., cause most of the DRAM manufacturers with heavy deficit and under such conditions none of these fabs have the capability to build new fabs productivity for 12 inch fabs. Therefore, there is not much contribution for market share for 12 inch fabs in the DRAM market. During this period, PSC (Powerchip Semiconductor Corporation, PSC) took a reverse strategy to invest the capital to build 12 inch fabs. By the third quarter of 2003, the economy started to rise. Meanwhile, PSC captured the perfect timing to manufacture high density DRAM with lower cost and higher production. As a result, PSC has a bigger market share in the DRAM market. At the same time, low cost and high quality products forced the old 8 inch fabs out of the DRAM market. 2005 is a critical turning point for the DRAM manufacturers, because only those with 12
inch fabs have the ability to compete and survive.

Currently, most of the DRAM manufacturers such as Micron, Hynix, Infineon etc. take very conservative actions towards the expansion of 12 inch fab. and their competitiveness is descending as compared with PSC, which is ascending significantly. Therefore, 2005 Taiwan’s DRAM industry has a good opportunity to promote its rank and play a growing role in the DRAM market from world’s DRAM supplier point of view.

In this thesis, we study the competitive environment for DRAM manufacturers. A case study on PSC is used as for it’s operation strategy.

並列關鍵字

DRAM

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