台灣無線連接晶片設計公司競爭力分析

Abstract

本研究以回顧WLAN產業歷史，及全球無線連接晶片的市場技術，來探討台灣無線連接晶片設計公司的核心競爭力。利用SWOT來分析，台灣無線連接晶片產業的現況。藉由市場及技術的分析，提出台灣無線連接晶片產業的未來發展，並提出五種不同合作模式，做為未來無線晶片產業的可能趨勢。雖然WLAN產業的歷史並不長，但台灣投入其WLAN產業卻很早，成績也不錯。WLAN現已成為無線連接產業的一環，而且也是一個成長的市場，在不同的市場皆有WLAN的需求，也很適合台灣人才和資源的持續投入。雖然全球無線連接晶片產業，有些不利於台灣WLAN產業的發展，例如，高整合度的趨勢，帄台的結合以及大陸公司採取的低價策略等等。但是，危機相對的也是轉機，高整合度的同時，台積電的晶元圓製程也愈往高階發展。這有利於WLAN晶片設計公司整合其它技術（例如BT），當台灣的WLAN晶片設計公司跟上高整合度的趨勢，也可有效的阻擋大陸設計公司的低價策略。台灣WLAN晶片設計公司在技術上，必須要強化技術扎根，積極參與標準的制定，並在整合技術及低功耗上，有效的購併或技術合作。以期突破不同技術的整合及低功耗多重門檻，藉由降低成本(COST DOWN) 及價值提(VALUE UP)的方式來創造台灣WLAN晶片產業的藍海。

This research discussed the core competence of Taiwan wireless connectivity companies by reviewing the history of WLAN industry & the market of wireless connectivity. A SWOT analysis is used to analyze current market of Taiwan wireless connectivity industry. The future market development of Taiwan wireless connectivity IC design industry is explored through detail analysis of market and technology. Five different cooperation models have been proposed for the trend of Taiwan wireless connectivity industry in the future. Taiwan is one of the countries who jumped in WLAN industry at early stage with very outstanding achievement. WLAN now is part of the food chain of wireless connectivity market and is still growing. There are different demands in different market segments. Therefore, keep investing resource including engineering and Sales/Marketing in this industry is still a good idea and adequate approach. Although there are some market trends which are threatening Taiwan wireless connectivity industry, for examples, the trend of high integration with other technologies, integration with platforms (such as Mobil, TV …) and low market price strategy of some China design houses. However, the critical point is also a turning point. TSMC’s process has moved to high end, such as 40nm and 28nm, which can help WLAN IC design houses to integrate other technologies, such as BT. The low market price strategy from China design houses will be blocked out effectively when Taiwan WLAN design Houses can keep up with the trend of high integration with other technologies. Taiwan WLAN IC design houses have to emphasize its technology including participating the standard organization to propose technologies. By effective M&A or cooperation in technology to break through the barrier of high integration with other technologies and low power consumption technology, we can create the blue ocean by cost down as well as value up.