半導體/光電設備產業海外市場選擇與競爭策略之研究

The Analysis of Overseas market option and Competitive Strategy for Semiconductor/TFT-LCD Equipment Industry

張宏旗(Hung-Chi Chang)

指導教授 ： 林玟廷

國立中正大學/管理學院/企業管理學系/碩士(2013年)

摘要

半導體和光電產業的設備商必須利用全球化資源規劃，發展企業生產策略，才能創造出企業競爭力和成長動能。全世界歷經多次的經濟景氣循環，半導體與光電產業已經成為設備廠商全球競爭的戰場環境，特別是仍有多家設備供應商以上的產品線。對於客戶而言，購買設備的主要因素來自於設備廠商的製程能力和成本的優勢。除了一些少數關鍵製程技術由幾家壟斷外，客戶都可以在每一個新製程的世代中(Technology node)找到三家廠商來評估設備和技術需求。在贏者全拿的壓力與吸引力下，在每一個新製程世代的銷售週期中，半導體和光電的設備商都必須要充分利用資本化的效益，掌握客戶的技術、量產時程，才能確保銷售空間。在發展企業策略上，面對著高科技技術競爭但是低成長的半導體或光電產業環境下，設備廠商必須要透過併購和整合其核心技術相關新事業與地點才能同時整合資源和創造成長。
不管從市場規模或產業鏈來看，台灣的半導體和光電產業已經成為全球最重要的製造據點，也是台灣最重要的產業之一。半導體和光電製造廠龐大的資本支出和相關需求更讓台灣成為各半導體設備商的銷售服務和技術轉移的兵家必爭之地。根據SEMI的最新市場調查，指出2010年全球半導體設備及材料總投資金額將高達730億美元，台灣就占了24%，為單一投資金額最高地區，台灣設備投資金額為91.8億美元，較去年成長111%，也為全球設備支出之冠，而設備材料之金額為81.7億美元，年增18%，排名僅次日本地區。所以在這產業鏈當中製程設備除了是半導體和光電廠最大資本支出外，還是半導體或光電產業技術發展的供應者。

本研究目的希望以實證方式就半導體和光電的市場特性與產業環境概況來做研究，並且就其企業全球資源策略做其參考。

關鍵字: 半導體產業、技術轉移、 策略聯盟 、高科技生產設備、 光電產業

關鍵字

光電產業 ； 高科技生產設備 ； 半導體產業 ； 技術轉移 ； 策略聯盟

並列摘要

Semiconductor and optoelectronics industry equipment manufacturers must take advantage of globalization resource planning, the development of production strategy in order to create competitiveness and growth momentum. The world after several economic cycle, semiconductor and optoelectronics industry has become a battlefield environment of global competition, equipment manufacturers, in particular, there are still a number of equipment suppliers more product lines. For customers, a major factor in the purchase of equipment from the equipment manufacturers, process capability and cost advantages. Except for some key made by several monopoly, customers can be found in each new process generation (Technology node) three vendors to assess the demand for equipment and technology. In the winner-take-all pressure and attractive, the sales cycle of each new process generation, semiconductor and optical equipment manufacturers must make full use of the capitalization of the benefits, grasp the technology, production schedule in order to ensure Sales space. In the development of corporate strategy in the face of competition in the high-tech semiconductor, or optoelectronics industry environment of low growth, device manufacturers must be through the acquisition and integration of its core technology related to new business location can simultaneously integrate resources and create opportunities for growth.
Regardless of the size of the market or the industrial chain, semiconductor and optoelectronics industry in Taiwan has become the world's most important manufacturing bases, one of the most important industries in Taiwan. Semiconductor and optoelectronics manufacturer huge capital expenditures and demand but also contested the sales and service of semiconductor equipment manufacturers and technology transfer. According to the the SEMI latest market research, pointed out that the total investment amount of the global semiconductor equipment and materials will be up to $ 73 billion in 2010, Taiwan accounted for 24%, the highest single amount of investment areas, equipment investment amount of $ 9.18 billion, representing growth of 111%, the highest for the global equipment expenses, and the amount of equipment and materials for $ 8.17 billion, a year-on-year increase of 18%, ranking second only to Japan. So suppliers in this industry chain which process equipment in addition to the semiconductor and optical power plants, the largest capital expenditures, or semiconductor optoelectronics industry technology development .The purpose of this study empirical way to do research on the semiconductor and optoelectronics market characteristics and industry environmental profile, and its global resources strategy reference.
Keywords: Semiconductor industry, Technology transfer, Strategic alliances, High-tech production equipment, Optoelectronics industry

並列關鍵字

High-tech production equipment ； Strategic alliances ； Technology transfer ； Semiconductor industry ； Optoelectronics industry

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