| Summary: | 碩士 === 中原大學 === 企業管理研究所 === 102 === ABSTRACT
The world largest foundries are located in Taiwan, among which TSMC amounts to 60% of total below 50 nm nodes. TSMC and UMC are producing mostly all IC used in smart phones. Taiwan is also leading with packaging and testing, contributing around 56% of total output. Three out of top four oSATs are from Taiwan. Furthermore, Taiwan substrate manufacturers added together hold around 70% of the market share. Nevertheless, the competition among IC substrate vender has become increasingly fierce. Therefore, how to retain or even improve its competitiveness through expanding market share by taking advantage of the industry cluster in Taiwan, and forming strategic alliances, has become an important subject for IC substrate vendor to ponder upon. The past research don’t dwell a relationship with coopetition in Integrated Circuit substrate industry's Value-Net and did not use of “Triad” views of the social network to explain competition and cooperation, and therefore the motive of cost to study.
This research is penetrates the Value-Net to take U company as the core analysis coopetition integrity, its goal is in-depth understanding of Integrated Circuit substrate industry status; It explain agent U company as the core and know the relationship with upper, middle and lower manufacturer; With a view of U company, explore the player in Value-Net the relationship between cooperation, competition and coopetition. And explain the coopetition situations existence of the vertical or horizontal relationship and then through triad explain the relationship between competition and cooperation.
This research made of a case study that through the industry and company's information collection, semi-structured interviews and documentation of research. By the base of value-net, develop the relationship between vertical and horizontal quadrant of the conceptual structure of triad situation analysis and explain many social phenomena.
The research found that the theoretical basis of value-net, the supply chain, mainly in the vertical relationship is based on "strong cooperation / weak competition", the main relationship between the level of the industry is based on "strong competition / weak cooperation". By view of the case company see value–net, found that "vertical cooperation / level of competition" and "level of cooperation / level of competition", account for a higher percentage. Because the case company in the B2B supply chain intermediary position to see the entire industry, The case company can obtain a more favorable position through integrate the needs of downstream and get more resources from upstream suppliers. By using dyad, triad and complete situational analysis shows difference between dyad and triad in value-net, in value-net only mention the relationship of dyad, not to comment trilateral relationship, in fact, there is a complex relationship of triad coopetition. This study tries to analyze the trilateral relations to help companies to do more rational decisions in the complex state.
I suggest that could be the core of the other players of value-net to analyze triad situation and through the causal relationship of coopertition developing of a series of competing propositions in the future.
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