晶圓代工產業成本結構暨景氣循環之未來發展策略趨勢的研究

Foundry industry cost structure and business cycle of the future development of strategy slight trend in the research

嚴忠耀(Chung-Yao Yen)

指導教授 ： 何建德 博士

元智大學/管理學院/管理研究所/碩士(2009年)

https://doi.org/10.6838/YZU.2009.00136

摘要

台灣晶圓代工產業位居全球第一。但半導體產業景氣起起伏伏,造成廠商營運狀況亦隨之成長或衰退,台灣晶圓代工產業面對高度競爭的產業環境,能否保持優勢,是當前台灣晶圓代工產業重要課題。本研究的目的,希望透過不同成本結構管理重點及產業景氣循環的預測,歸納預測出台灣6吋、8吋、12吋晶圓代工產業業者未來發展策略的趨勢,提供作為業界、政府機關、後續研究者未來決策或研究之參考。
本研究方法係以德非法(Delphi)對台灣主要五家晶圓代工業者做研究,預測時間為2009~2013年。由研究結論結果顯示:(1)除6吋業者以其他製造費用及直接原料佔成本比重最大兩項外,餘皆以折舊及其他製造費用為主。(2)景氣方面,與2008年比較,在2009年衰退最大,於2011年底陸續復甦。(3)台灣晶圓代工產業區隔為6吋、8吋、12吋晶圓業者,各有不同市場需求及發展策略,均有存在的價值,最後不會消失,逐漸趨向整合或策略聯盟發展模式。
本研究整體管理意涵(1)6吋晶圓代工業者,利用閒置產能發展磊晶製程,降低單位成本,提高高壓及分離元件利基產品產能提升銷售額。朝向微機電或太陽能矽晶圓材料發展,形成多角經營模式降低營運風險。採取上中下游策略聯盟,建立營運風險分攤,形成區隔競爭優勢。(2)8吋晶圓代工業者,增加產能利用率,將多餘產能釋出轉售,或轉往大陸作較低階產品,藉以降低成本,提升資產報酬率。發展微機電並朝向0.11µm製程技術發展。整合上下游產業的服務模式，減少資源浪費,提升投資效益。(3)12吋晶圓代工業者，結合一線IDM大廠共同合作,降低研發費用,增加產能利用率,降低單位成本,提升資產報酬率。朝向32nm或22nm製程技術研發,區隔產業優勢,並結合供應鏈發展次世代晶圓廠(18吋),拉大與競爭者的距離。整合上下游產業，提供「開放創新平台」(OpenInnovation Platform，OIP),降低資源浪費機會,提高投資效益。

關鍵字

晶圓代工 ； 成本結構 ； 德非法 ； 景氣循環

並列摘要

Taiwan's foundry industry ranked first in the world. Economic ups and downs but the semiconductor idustry,causing manufacturers have followed the growth of operating conditions or a recession,Taiwan's foundry industry to face a highly competitive industry environment,can maintain its advantage,is the foundry industry in Taiwan an important issue。The purpose of this study the cost structure through various management and industry focus of the business cycle prediction, prediction of Taiwan into 6-inch,8 inch,12-inch wafer foundry industry development strategy for the future of the industry trends,provide as industry,government agencies,follow-up study From the future of reference in decision-making or research.。
In this study,use of Delphi for the five major Taiwan foundry industry are to do research,prediction time for 2009 ~ 2013.The results showed that by the conclusion of the study:(1)In addition to 6-inch manufacturing industry to other manufacturing cost and direct costs of raw materials accounted for the largest proportion of two things,more than are required for depreciation and other manufacturing cost。(2) business cycle,in order to compare the 2008,2009 Recession in the largest recovery to begin by the end of 2011。(3)Taiwan's foundry industry segments for the 6-inch,8 inch, 12-inch wafer Industry, market demand and different development strategies, both the value of existence,the final will not go away,gradually tend to integrate or Strategic alliance development。
In this study,the overall management of meaning (1)6-inch wafer manufacturing, the use of idle capacity development epitaxial process, reduce the unit into This high-pressure and improve separation of components niche products to enhance sales productivity。 Micro-electro-mechanical or solar power towards silicon wafer Materials hair Show the formation of Polyhedrosis reduce operating risk business model。Middle and lower reaches of a strategic alliance to take on the establishment of operational risk assessments to form a district Every competitive advantage。(2) 8-inch wafer manufacturing,the new capacity utilization,release of excess production capacity will be resold,or transferred to the mainland Products for the lower-order to reduce costs,enhance return on assets。Towards the development of Micro-Electro-Mechanical and hair 0.11μm process technology Exhibition. Integration of upstream and downstream industries, service model,reduce the waste of resources,enhance the investment returns。(3) 12-inch wafer foundries Industry,the combination of first-line IDM companies to work together to reduce the R & D costs,new capacity utilization, reduce unit costs, Enhance the return on assets。Towards the 32nm or 22nm process technology research and development,separate industrial advantages,combined with the development of the supply chain meeting Generation facility (18 inches), widening the distance with the competitors。Integration of upstream and downstream industries,the provision of "open innovation platform",OIP,to reduce the waste of resources,improve investment returns。

並列關鍵字

Foundry ； Cost structure ； Delphi ； Business cycle

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