Competitive Strategies for Taiwanese CPU IP Companies in IoT Era:

• Main Authors: Wang, Guang-Heng, 王光亨
• Other Authors: Chu, Po-Young
• Format: Others
• Language: zh-TW
• Published: 2017
• Online Access: http://ndltd.ncl.edu.tw/handle/u22rvw

碩士 === 國立交通大學 === 管理學院高階主管管理碩士學程 === 106 === There are two major changes of our lives brought about by information and communication technologies (“ICTs”) in the past decades. First, the invention of computers has led to the reform of production and management. Second, the invention of the internet has significantly changed the way people conduct business. However, the foregoing changes hardly change the nature of products. The Internet of Things (“IoT”) has brought another dramatic change in recent years by using existed ICTs and integrating different functions of products systematically. IoT has brought the expanded capabilities of smart, connected products and the prodigious amount of new (and sensitive) data they generate. We can foresee there will be new products, services and business models in emerging markets of IoT. The business opportunities will be huger than ever before. From perspectives of the semiconductor industry, IoT stems from three critical components: embedded computing system, communication devices and sensors. The most important silicon IP for IoT is 32 bit CPU IP. As the biggest 32 bit CPU IP provider in the world, ARM Holdings has been acquired by SoftBank at the end of 2006. In the same industry as ARM, A company is the first company which offers license of its 32 bit CPU IP in Asia and went public successfully on March 14 in Taiwan. This thesis takes a case study of A company’s past path toward IPO based on information generally available in the public domain. Facing the challenges and opportunities brought by IoT and the rapidly rising of China’s semiconductor industry, the goal of this research is to provide suggestions to A company on how to go forward with a right strategy through six forces analysis of the 32 bit CPU IP industry and SWOT analysis of A company. Three suggestions have been made for A company: 1. To build IP platform for certain chosen application because the future of SIP is there. 2. To plan specific technology roadmap that matches short-term and long-term goals. 3. To develop an efficient royalty audit mechanism.