台灣專業晶圓代工業者之策略分析

半導體產業是台灣極為重要的經濟命脈，特別以晶圓代工為台灣的重要支柱之一。台灣半導體產業在晶圓代工中全球市佔率在2016年約有七成，產值居於世界之冠，其中 T公司佔全球市佔率50%以上。由於晶圓代工產業屬於高資本密集度與高技術門檻的產業，因此在探討晶圓代工產業在未來技術能力發展與未來科技產品應用方面對晶片的需求等相關議題上，格外重要。本研究主要探討晶圓代工產業發展重點方向與客戶關係。並採以文獻、資料蒐集、專家訪談與問卷調查為主，基於晶圓代工競爭優勢、研究發展與客戶關係、未來晶片發展趨勢四個主題來詮釋晶圓代工未來發展重點方向。其中包括：後摩爾定律與微影製程的未來發展、晶圓代工與各戶關係、未來半導體晶片的應用方向。以AHP層別分析法問卷方式，依問卷結果計算權重，判斷問題與決策，建議未來方向。本研究以T公司為個案分析，來探討晶圓代工產業在後摩爾定律及未來晶片技術發展重點的架構下，探討晶圓代工微影技術發展趨勢。最後，對晶圓代工業者、IC設計業者、封裝測試業者、後續研究者提出建議。

關鍵字

晶圓代工；策略分析； AHP(層級分析法) ；成對比較矩陣；餘弦一致性指標；權重分配係數

並列摘要

The semiconductor industry is one of the most important economic lifelines in Taiwan, especially the foundry for Taiwan. Taiwan's semiconductor industry in the foundry in the global market share in 2016 about 70%, the output value of the world's highest, including tsmc accounted for more than 50% of the global market share. As the foundry industry is a high capital intensity and high-tech threshold of the industry, so in the wafer foundry industry in the future development of technical capacity and future applications of technology products on the chip and other related issues, is particularly important. This research focuses on the development of wafer foundry industry and customer relationship. And the collection of literature, data collection, expert interviews and survey-based, based on wafer foundry competitive advantage, research and development and customer relationships, the future development trend of the four themes to explain the future development of wafer foundry focus. These include: Moore's Law and the future development of lithography processes, foundry and household relations, the future direction of application of semiconductor chips. AHP level analysis method questionnaire, according to the questionnaire results to calculate the weight, to determine the problem and decision-making, the proposed future direction. Based on the analysis of tsmc, this study explores the development of semiconductor foundry industry under the Moore's law and the future development of wafer technology, and discusses the development trend of semiconductor foundry lithography technology. Finally, the producers of the foundry, IC design industry, packaging and testing industry, follow-up researchers to make recommendations.

並列關鍵字

Foundry ； Strategy Analysis ； Analytic Hierarchy Process (AHP) ； Pair-wise comparison matrix (PCM) ； Cosine Consistency Index (CCI) ； Weight assignment coefficient(β*)