台灣地區NOR型快閃記憶體IC設計公司的成長策略差異比較

Abstract

全球NOR Flash產業主要由三大公司(Numonyx, Spansion與Samsung)主導，但領導廠商卻皆處於長期虧損狀態，在此高度競爭且不易獲利的產業中，台灣地區仍有四家公開上市的無晶圓廠的IC設計公司(聯笙、宜揚、晶豪與常億)涉足其中，其採用的成長策略值得進行瞭解與分析。

先經由次級資料的收集分析與個案公司相關人員的訪談資料，構建個別公司的成長歷程，再藉著焦點團體對個別公司的成長策略進行分類並提出延伸的討論，其討論結果如下： 聯笙與晶豪因快速累積的資本，採用了相關多角化的成長策略，藉著多樣化的產品布局以維繫快速累積的資本所相對要求的獲利成長。然而相關多角化的產品內容與公司核心能力相關不足，而無法有效產生綜效。採取既有產業擴充的宜揚與常億必須持續精進產品製程或選擇特殊利基市場。

最後，本研究提出三個命題。第一，記憶體產業的IC設計公司採取外部相關多角化成長策略的動力在於資本額的快速累積。第二，記憶體產業的IC設計公司採用相關多角化成長策略時，其產品布局應著墨在記憶體產品。第三，NOR Flash產業的IC設計公司如要在既有產業內擴張，則必須不間斷的強化產品製程技術能力。

The global NOR Flash industry is mainly dominated by the three corporations named Numonyx, Spansion and Samsung. But these leading manufactures have been in loss for a long time. In this highly-competitive and hard-profit-making industry, there are still four listed fabless IC design corporations (AMIC (AMIC Technology Incorporation), Eon (Eon Silicon Solution Incorporation), ESMT (Elite Semiconductor Memory Technology Incorporation) and PMC (Chingis Technology Corporation)) engaging in such industry in Taiwan. The growth strategies adopted by these four corporations are worth exploring and analyzing.

This study firstly constructs the growth history of individual companies through the collection and analysis for secondary data and the data from interviews with relevant personnel of case company, and then classifies the growth strategies of the individual companies with the help of focus groups and proposes to extend the discussion. The discussion results obtained are as follows:

Due to rapidly accumulated capital, AMIC and ESMT adopt related diversification growth strategies for maintaining their profitable growth accordingly required by the rapidly accumulated capital through diversified product layouts. However, due to the insufficiency in related diversified product contents and in the core competence of the corporations, it can not effectively bring about comprehensive benefits. Eon and PMC, choosing to expand existing industries, must continue advancing the manufacturing process of products or select special niche markets.

Finally, this study concluded three propositions: (1) The impetus of the IC design companies engaging in the memory industry to adopt external related diversification growth strategies lies in rapid accumulation for capital; (2) When the IC design companies engaging in the memory industry adopt related diversification growth strategies, their product layouts should be focused on memory products; (3) The IC design companies engaging in the NOR Flash industry must unremittingly intensify their technical capacity in the manufacturing process of products if wishing to expanding their existing industries.