半導體設備產業之競爭與效率分析

Competitiveness and Productive Efficiency Analysis For Semiconductor Equipment Industry

鄭如利(Cheng, Juli)

指導教授 ： 林哲群

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(2013年)

https://doi.org/10.6843/NTHU.2013.00804

摘要

半導體產業乃關鍵技術策略產業. 隨著即將再次面臨的晶圓尺寸升級, 廠商間的激烈競爭與整合, 將再次改變產業內領導與平衡的樣貌.因此, 個別廠商的競爭與效率顯得格外重要.

本文作者鄭如利專注於半導體設備產業, 運用波特五力分析產業競爭樣貌, 並輔以資料包絡分析法檢視個別廠商的效率狀況.

關鍵字

半導體設備 ； 競爭力 ； 效率

並列摘要

Semiconductor is a strategically important industry serving as a driver, enabler and indicator of technological progress. The coming wafer scale-ups will bring disruptions and dislocations in the semiconductor industry including increased industrial consolidation , new competitive standards and rules defined by those driving the wafer transition. It is important for players within the industry to be well positioned with good competitiveness and productive efficiency.

In this paper, Juli focus on semiconductor equipment industry. It’s competitiveness was analyzed via Porter’s five force analysis, while pro-ductive efficiency was estimated with Data Envelopment Analysis. The results can be beneficial for cooperate strategy development.
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並列關鍵字

Semiconductor Equipment Industry ； Competiveness ； Productive Efficiency

參考文獻

1 : “Decision Analysis and Management – A Unison Framework for Total Decision Quality Enhancement”, chapter 10 DEA. Chen-Fu Chien.

5 : “Press Release : Intel’s Semiconductor Market Share Surges to More than 10-Year High in 2011”, DALE FORD, IHS, March 2012

6 : “Press Release : ASML tales number one ranking”, VLSI Research, March 2012

16 : “Press Release : Announcing a customer co-investment program aimed at accelerating innovation”, Veldhoven, the Netherlands, 9 July 2012. www.asml.com

8 : “Semiconductor Manufacturing Process”, sematech.org