石英材料產業上游供應商競爭優勢分析-以A集團為例

Abstract

石英材料廣泛被運用在製造許多日常生活中的高科技半導體產品的基礎材 料如筆記型電腦、手機、iPods、PDAs 等。本研究主要以資源依賴理論、資源基 礎理論及五力分析來探討石英產業特性及全球石英產業鏈的上游石英原料供應 商個案公司之競爭優勢分析。首先藉由現有產業資訊及直接觀察分析石英產業概 況，進而分別對個案集團本身及其中、下游公司之主管、資深人員就有關石英供 應商之競爭優勢分析主題進行深度訪談。研究結果發現個案公司之所以能保持全 球主要供應商之一的主要原因包括：(1)先進獨特技術：優異的石英產品製造能 力與獨特之技術製造能力以提供異質性產品(2)產品品質：高純度石英品質、品 質一致性與穩定性 (3)產品可承受更高的製程溫度之特殊性，故可適用之製程範 圍更廣泛 (4)持續創新及研發(5)完整產品線及遍佈全球的銷售據點。

Quartz materials is the base materials used for the production of high tech semiconductor components that go into many of the products we use every day, such as laptops, cell phones, iPods, PDAs, and more. This study is based on resource dependence theories, resource-based theory and five forces model to analyze the quartz industrial characteristics and the competitive advantage of the quartz supplier in quartz material industrial chain. First, we summarized the current industry information and our direct observation to analyze the overall condition of quartz industry. Then we performed in-depth interviews with some managers and senior staffs who had been working in the quartz supplier industry, the authorized quartz fabricators, semiconductors and solar energy plants concerning the subject of the competitive advantages of the suppliers. Through this study, we found the reasons that our case- A company became the world’s top quartz supplier because of its: (1) advanced and unique technology, its excellent manufacturing capabilities and unique technical competencies; (2) product quality: its quartz products with best quality, that is high purity, consistency and stability; (3) produces higher reliability in heat resistance, and have good performance in wide range of specialty applications; (4) continual focus on innovation and new application development; (5) global hub and sales office.