To Explore Semiconductor Industry Integrated Trend by Resource-based Theory

• Main Author: 陳列全
• Other Authors: 林則孟
• Format: Others
• Language: zh-TW
• Published: 2013
• Online Access: http://ndltd.ncl.edu.tw/handle/92782712517635217638

碩士 === 國立清華大學 === 高階經營管理碩士在職專班 === 101 === Abstract Currently, most of the electronics industry growth is resulted from smart mobile devices. This trend allows the semiconductor industry to continue grow in the post-PC era. The semiconductor industry supply chain, however, is continuing to evolve. Companies must watch the evolution of horizontal collaboration and vertical integration in the industry, understand their own strength and resources, and make relevant change(s) to maintain a competitive edge. This study is based on the resource-based theory to understand the integration trend in the semiconductor industry. First, the theory of double helix is used to analyze the industry evolution from the personal computer(PC) to the smart device. The semiconductor industry has developed with technology development following the famous Moore’s Law and with a new trend in Moore-than-Moore technology development. We observed complex relationship and trend of integration among companies through the semiconductor supply. Based on resource-based theory, we studies the integration of foundry semiconductor company with her upstream and downstream companies in the semiconductor supply chain. From closer integration between enterprises, companies can obtain a greater competitive advantage to face contestants from some of the best companies around the world. For the case study, we used CMOS image sensors as an example. A foundry company and two partner companies integrated their manufacturing processes to service the customer(IC design company). They successfully launched competitive products and sustained the competitive advantage to become one of the leading group in the CMOS image sensor industry. Careful analysis of the integration of the three companies shows that the competitive advantage not only resulted from tangible assets and resources and, more importantly, from intangible assets and resources, such as patents, trade secrets, database, and business reputation. Talented people with good personal skills are also critical for such industry integration. These people may have innovation and technical ability, management capability, and interpersonal network that are relevant to the specific industry. Of course, excellent organization culture is indispensable. Having the culture is very important to achieve good integration efficiency. Organizational culture is an implicit capability of the company, and will not change with personal changes. Such, integration and formation of the competitive advantage will be lasting and continue to make new progress. Keyword: Moore's Law, More-than-Moore, double helix, resource-based theory, supply chain, strategic alliance