A Portfolio Analysis and Development Strategy of Electronic Materials for Taiwan's IC Industry

• Main Author: 李盈壕
• Other Authors: 徐作聖
• Format: Others
• Language: zh-TW
• Published: 2005
• Online Access: http://ndltd.ncl.edu.tw/handle/47323504723055248319

碩士 === 國立交通大學 === 管理學院高階主管管理碩士學程 === 94 === This research intends to systematically analyze, through the industry portfolio analysis, the development strategy of electronic materials for Taiwan’s IC industry. Electronic materials are categorized into 6 categories, namely, the silicon wafer, photo masks, photo chemicals, CMP slurry, wet chemicals and low-k materials. This method used in this research is based on “Industrial Portfolio Analysis”. The vertical axis is the technical capability of Taiwanese enterprises and the horizontal axis is the value chain of IC material industry. Electronic materials are referred to materials used by the IC industry, currently imported from abroad, and have potential for local manufacturing. This results show that the electronic materials industry of Taiwan is currently positioned at manufacturing/OEM and sales/service in the global value chain. Within 5 years, this positioning will remain essentially unchanged. The development trend of the industry demands improving technical capability for indigeneous development, and moving toward the industry value chain to design/innovation in the future. The analysis of industrial innovation requirements (IIRs) reveals that the government needs to assist in developing high added-value products, promoting electronic materials industry alliance, improving market environment, training more R&D talents, and encouraging international enterprises to transfer technology to domestic firms.