海峽兩岸晶圓代工業競爭力比較分析
Date Issued
2004
Date
2004
Author(s)
鄧 茂 松
DOI
zh-TW
Abstract
Abstract
During the past 60 years after the World War II, Taiwan has migrated from an agricultural society, into a newly industrialized entity. Through hard work of Taiwanese people, leadership of the government, and the dynamic Taiwanese entrepreneurship, we established several “World #1” industries in Taiwan. Among them, semiconductor foundry is the most influential and the current world #1 Taiwan industry.
Taiwan government, industry and academia debated whether loosening the regulation for foundries to invest in China in the past three years. Personally witnessing the development of the foundry industry in both China and Taiwan, I truly believe that the Taiwan and Chinese foundry industry together, can build a world dominant industry, which belongs to all Chinese, with a proper collaboration model.
Michael Porter’s theories are classical research frameworks, which provide guidelines for competitive analysis project such as this. However, the judgments, supported by industry data, after carefully examining Chinese and Taiwanese foundry industries with Porter’s model were nevertheless rather subjective. As a 16-year veteran of semiconductor industry, I hope my insights into the foundry industry can help this research result going to the way as less subjective as possible.
This research focus on competitiveness of Chinese and Taiwanese foundries from the perspectives of an industry, rather than from a more comprehensive aspect to cover political, national defense, social and labor issues. The conclusion, perhaps, could be different with all the aspects included; nevertheless, the competitiveness of the industries stays the same.
By applying Porter’s model presented in “Competitive Advantage of Nations”, this research concluded that Chinese and Taiwanese semiconductor foundry industries share the equivelant growth momentums in the next five years. The two industries focus on different market segments. Chinese foundries mainly provide matured mainstream technologies, while the Taiwanese foundries drive market by advanced technologies. If the two industries compete with each other, Taiwan companies will inevitably lose their market shares in the matured technology segment. However, we anticipate the two work together towards a shared goal - to dominate the global semiconductor foundry business - by allying foundries on both sides of Taiwan Strait.
This research does not provide advices to Taiwan industry on sustaining its leadership in the foundry industry, nor does it discuss how to better utilize the existing infrastructure and resources the Taiwanese foundry industry established over the years. After a few years, as China becomes more influential in the foundry industry, perhaps these topics would be concerns of parties such as industry, government, academia and research institutes.
Subjects
晶圓代工
semiconductor foundry
Type
thesis