考量時間軸之SWOT及五力分析對半導體產業在金融海嘯後之競爭策略研究 -以晶圓代工產業為例

Abstract

台灣近年來在半導體高科技領域逐漸地嶄露頭角，健全晶圓代工體系將成為未來台灣競爭之基石。但長久以來半導體行業一直致力於把更多數量的電晶體集結到一個面積極為微小的晶片上。1965年，英特爾公司的聯合創始人摩爾預言，未來每一年，同一面積晶片上可以集成的電晶體數量將翻一倍，這就是後人所稱的「摩爾定律」，然隨著技術的快速演進，如今已漸面臨物理極限的問題，未來台積能否繼續延續每年持續成長的問題已漸漸浮現，在產業生態變化及越來越激烈的全球化競爭，以及下游產品的短生命週期與快速需求變化之環境下，半導體業者必須要掌握市場趨勢並快速有效的回應以改善過去產業、產品及市場過度集中的情況。本論文嘗試藉由管理大師Porter的五力分析及SWOT分析，全面檢視晶圓代工產業在金融海嘯前後之競爭策略研究，使公司更具競爭力及未來永續生存及產業投資決策探討，並與實際之公司策略做一相互印證。

In recent years, Taiwan has gradually budding field of semiconductor technology, the robust foundry system will become the cornerstone of future competition. However, the semiconductor industry has long been committed to a greater number of transistors in a very small chip area. In 1965, Intel co-founder Moore predicted that the future of every year, the same area of the chip can be integrated to double the number of transistors, which is later generations called "Moore's Law". The rapid evolution as the technology is now beginning to face the problem of physical limits; the future of Taiwan can continue to follow the plot continues to grow each year the issue has gradually emerged. Ecological changes in the industry, more and more intense global competition, as well as downstream products with short life cycles and rapid changes in demand condition, the semiconductor industry must grasp market trends and respond quickly and effectively to improve the past industries, products and market concentration situation. This paper attempts by management master Porter's Five Forces Analysis and SWOT analysis, a comprehensive review of the financial tsunami, the foundry industry before and after the competition strategy review, and make the company more competitive and sustainable survival and the future of industry investment decisions and company policy to do with the actual one be confirmed.