中國崛起以後，日系半導體廠商的困境與突破 - 以A公司為例

Abstract

摘 要

中國擁有廣大的勞力資源與極大的內需市場。各製造產業為求成本降低，紛紛委由中國大陸做代工，或是在中國直接設立工廠。使中國成為「世界工廠」與「世界市場」。據研究機關調查2011年世界主要電子製品之生產已有65.4%是於中國生產。中國的半導體之總消費量於2010年時更已超過全世界的27%。由於半導體產業競爭環境和技術的發展正在迅速改變，以及大陸市場的開放，原以全球供應為主的各國半導體廠商，無不將大陸市場視為未來公司發展最重要的一環。市場更加集中於中國。 與中港台鄰近的日本，雖有良好的技術與地利之便，但因其近年來民生家電產業的外移與衰退，造成日本半導體產業在許多方面產生競爭力不足之現象。加上日本與中國間存在的文化背景與歷史情感上的衝突等等，使其在進入大陸市場時較無優勢，無法跟上中國之成長享受與中國市場共同成長之果實。 本研究以日系半導體廠A公司為研究對象。在研究分析全球、日本及台灣的半導體產業狀況的同時，藉由SWOT分析等方法研究A個案公司是否該結合台灣半導體產業的優勢或是獨自以半導體日商的力量來進入大陸市場，以提升公司未來競爭力與方向。並以研究台灣的無廠房IC設計公司，晶圓代工與封裝測試廠商是否有能力與日本的IDM半導體廠商合作，建立互補、互贏的策略合作夥伴關係，共同經營中國市場。 透過專家問卷的調查，進行資料的蒐集。以A公司原狀為基準，比較與台灣合作及自行進入大陸市場的SWOT分析之結果發現，日本半導體IDM廠商與台灣廠商合作會比日本半導體IDM廠商單獨進入大陸市場來的較有優勢。而且台灣的半導體廠商也有足夠的能力作為日本半導體IDM廠商進入中國市場之合作夥伴。可以提升雙方的優勢及機會，達到雙贏。

ABSTRACT

China has a vast labor resources and huge domestic market. According to the research agencies in the investigation 65.4% of 2011 world production of electronic products manufactured in China. China's semiconductor consumption is more than 38% of the world in 2010. Due to the competitive environment and technological development of the semiconductor industry is rapidly changing and the opening of the China market, the national semiconductor manufacturers originally based on global supply, but now the China market is the most important part in the future development of the company. Japan， which is the neighboring country of Hong Kong and Taiwan, has good technological skills and location advantage. However, recently, because of industry relocation and economic recession makes Japanese semiconductor industry lack of competitiveness. Therefore, Japan can’t acquire the benefits from China mutual market. In this study, Company A- Japanese semiconductor company for the study. This case company use SWOT analysis method to study whether the combination of the advantages of Taiwan's semiconductor industry or to enter the China’s market alone by their own forces in the research and analysis of the situation of the world, Japan and Taiwan's semiconductor industry, to enhance the company's future competitiveness and direction. And to study Taiwan's fabless IC design company, foundry and assembly and test vendors have the ability to Japan IDM semiconductor manufacturers to build a complementary, the win-win the strategic partnership, co-operation of the Chinese market. Use expert questionnaire survey to collect data.