Summary: | 碩士 === 國立臺灣大學 === 事業經營碩士在職學位學程 === 106 === Warren Edward Buffett said," There is no use running if you''re on the wrong road. Therefore, no matter government policies, investment or career choice, to select right industry is very important. Moreover, according Buffett''s experience, the best investment remuneration comes from companies that provide same product or service all the time. Repaid-changing industries or companies might attract most investors but "dramatic changes usually do not bring sensational rewards," which is what Buffett observed. This paper deliberates “the right direction” and selects the mainstream industry of quartz components of Taiwan semiconductor and W company, still continue having sustainable development with business potential and prospect continuously in the future.
The quartz components cover main processes in semiconductor industry such as diffusion, etch and thin film. Every customer would like to have quartz components as soon as possible while earthquake happened because these components are easily be damaged .For example, the 921 earthquake in 1991 most of quartz tubes in semiconductor factories were broken. The reason why all factories can recover just in 86 hours, the key factor is quartz components can supply in time.
Following study according my previous experience at W company involves quarts material suppliers and end users which been analyzed by five-force model. This case shows one of the most important evaluation to W company is “threaten of potential new comers”. The prominent threaten “brand reputation” and “customers’ certification” are stronger. This result is consistent with Michael Porter that profitability disparity between enterprises comes from products/service must have unique market orientation or what Porter called “competition to be unique”.
The competitive strategy recommendations to W company are, to enhance relationship with tool makers, develop and release high-end products quicker than competitors. At mean time, how to do financial management causes by capital expanse is very important.
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