台灣類比電源管理IC設計公司成長策略差異比較

Abstract

近年來多家半導體業者爭相進入電源管理等類比IC領域的理由不外乎：類比市場成長穩定，不似其他產品大起大落，以及資本市場對於專擅類比IC業者，如Linear 和Maxim 等之高產品毛利率給予正面評價等理由；除此之外，類比IC技術應用範圍廣泛，更可與公司既有之核心技術結合產生綜效，也是重要考量因素。 台灣為全球電子消費產品的生產重鎮，加上半導體產業群聚，擁有晶圓代工與封裝、測試等半導體上、中、下游完整的產業供應鏈。成功塑造了台灣類比IC設計產業優異的發展環境，造就國內類比IC設計廠商快速崛起。然而產業內的競爭日益激烈，相關廠商之間的競爭與消長也相當顯著，企業必須清楚明瞭產業整體環境與發展趨勢，藉以維持企業發展的競爭優勢，與因應競爭激烈的產業環境。 本研究將嘗試比較台灣涉足電源管理相關類比IC產業的IC Design House所採用的經營成長策略，並對其策略的形成做進一步探討。

In recent years the reasons to a number of semiconductor companies competing to enter the power management and other analog IC fields：Analog market grows stable, not like other products play a large landing, and the capital market made a positive assessment for the nose at analog IC industry, such as Linear and Maxim; in addition, the analog IC technology, the scope of application is extensive, can combine the core technology to produce synergy. Taiwan as a global center for production of consumer electronics products, coupled with the semiconductor industry cluster, has the complete industry supply chain with semiconductor foundry, packaging and testing. Successfully created the excellent environment for the development of Taiwan analog IC design industry, and created the rapid rise of analog IC design companies. However, competition within the industry is increasingly fierce. Competition, growth and decline between the related companies is quite significant. Companies must clearly understand the industry's overall environment and development trends in the development of enterprises in order to maintain competitive advantage, and in response to a highly competitive industry environment This research attempts to compare growth strategy of IC Design Houses in Taiwan getting involved in analog power management IC industry, and have the further exploration in the strategy formation.