資訊服務業在高科技製造業的競爭優勢分析 – 以半導體CIM系統整合為例

Abstract

高科技製造業創造出台灣近二十年來的經濟高成長. 然而全球化與新興市場/國家的競爭日趨激烈, 資訊科技漸成為高科技製造業提昇與保持其競爭優勢的利器! 也帶起資訊服務業可預期的榮景. 半導體電腦整合製造系統(CIM)的系統整合服務一向為國際大廠所主導. 但也越來越多國內廠商相繼投入. 本研究先檢視過往CIM專案導入過程分成五大模式並分析其優劣處. 再從整體半導體環境成長狀況與技術演進分析系統整合業的遠景. 跟著應用波特的五力分析解構CIM系統整合業的競爭態勢以找出其營運優勢. 最後的客戶訪談應用品質機能展開(QFD)手法找尋1)系統整合業的核心能力, 2)客戶的抱怨以作為廠商持續加強的方向, 以及3)客戶潛在的需求以提供系統整合業發展未來更有價值新服務的方向!

High tech manufacturing has been prosperous for decades in Taiwan. Due to the globalization and emerging countries’ competition, the information technology was considered to the key enabler for the high-tech manufacturing firm’s strategy innovation that bring the growth for IT services business. System integration (SI) of CIM is the core services for the semiconductor manufacturing operation that is dominated by global companies although more and more local companies enter the area. In this thesis, the CIM project models are analyzed and divided to five models that have been used by the semiconductor firms in the past. Then, we will investigate the global semiconductor environment and technology trend that provide the outlook further to the SI suppliers’ future opportunity. Following, the Five Forces analysis is utilized to find out the competitive advantage of the SI business. At the last, the customer interview was performed and evaluate with QFD (Quality Function Deployment) to dig out 1) key factors/capabilities of the SI suppliers, 2) the un-satisfaction portion that SI need to improve, and 3) the potential needs that SI suppliers can think to innovate then increase the value-add services.