台灣半導體封裝測試產業經營策略研究-以南茂科技為例

Abstract

台灣半導體製造的產業體系非常完整，產業鏈由上至下的IC設計、製造、封裝及測試專業分工，分別掌握全世界半導體產業之脈動與全球競爭力。近年來，IDM(Integrated Device Manufacture)大廠為了降低生產成本，逐漸增加委外代工比例，台灣相關專業廠商便成為訂單釋放的主要對象。半導體封裝測試產業如何在競爭激烈、市場變化快速的環境中，發展出具競爭優勢的經營競爭策略，是本研究所欲探討的課題。 本研究首先進行相關文獻分析，以作為本論文之理論基礎。再以台灣封裝測試產業領導廠商為實務案例，利用策略矩陣分析工具進行個案公司中高階主管與專家訪談，了解目前半導體後段封裝測試產業發展現況與所需之關鍵成功因素，並整理出個案公司之產業價值鍊，以及由專家參考策略矩陣五十一項策略要素，彙整封裝測試產業之重要策略要素，經具體分析後共獲得17項”很重要”的策略要素，並比較個案公司之就緒程度。 在本研究中發現個案公司共有三項策略要素未完全就緒；第一是產品品質之確保；第二是經濟規模之發揮；第三是資訊科技之運用；本研究針對個案公司提出建議，以作為未來產業發展的參考。本研究之研究結果與個案公司情境符合，顯示出本研究所使用之策略矩陣適用性與正確性。同時，封裝測試業者也可參考本研究分析的結果，調整經營策略，以增加在全球的競爭力。

In order to curb rising IC manufacturing cost, global IDM companies have increased manufacturing contracts with Taiwanese companies. Taiwan’s IC industry has a complete value adding chain: IC design, fabrication, assembly and testing. There exists clustering effect and economy-of-scale effect. The purpose of this study was to investigate the business strategy of Taiwan’s IC assembly and testing industry.

Relevant literatures were reviewed to identify the theoretical basis of this study. Current status and future trend of Taiwan’s IC assembly and testing industry were summarized. Industry experts were interviewed to provide input to the Strategic Matrix Analysis to find out the strategy of the case company. The value-chain of the case company and the KSFs (Key Successful Factors) of Taiwan’s IC assembly and testing industry were reported.

A survey of industry experts summarized 51 strategic factors of importance to IC assembly and testing industry. Through Strategic Matrix analysis, 17 “very important” strategic factors were found for the case company. The case company was found insufficiently prepared on three items. The first one is assurance of quality, the second one is economy-of-scale, and the third one is the application of information technology. Improvement suggestions were given to the case company in an attempt to improve its competitiveness.