類比IC設計公司的國家競爭優勢之研究： 以美國、台灣、中國為例

Abstract

有鑑於台灣類比IC公司如雨後春筍在台灣紛紛成立，其中約有十家左右目前已掛牌在台灣上市或上櫃交易，尚有幾十家仍未掛牌。本文將探討美國、台灣及中國大陸的類比IC國家競爭優勢之研究，並以美國、台灣及中國大陸，一個國家一家領先廠商為代表，作一比較研究，並訪談其高階經理人，以得到他們個別的想法。據此以瞭解類比IC產業在台灣的未來前景、成長性及趨勢，以及其因應策略。 本論文將藉由Michael Porter的五力分析及Diamond Model作研究。探討目前類比IC公司在美國、台灣及中國的產業狀況及所面臨的競爭態勢。本論文將實際訪談美國德州儀器公司、台灣立錡科技及中國杭州士蘭微電子的高階經理人。更明確深入的瞭解、剖析這三家類比IC領導廠商的優勢、公司定位、產品策略、所遇到的困難及可能改善的方法等。 最後，本人將分三個層次探討並比較美國、台灣、中國類比IC公司的競爭優勢： 一. 為國家等級的競爭優勢 二. 為類比IC產業等級的競爭優勢 三. 為個別公司的競爭優勢。

There are more and more analog IC companies established in Taiwan. Approximately 10 of them are now traded in the public market and still dozens of analog IC companies are not publicly listed. This thesis conducts in-depth study on the competitive advantage of nations of analog IC companies in USA，Taiwan and China. One leading analog IC company is selected respectively from each target nation to conduct the study. One top level manager from each company is interviewed to obtain insight views of the future prospect and industrial trend of analog IC companies in Taiwan，further to understand the strategic position of these leading companies. This study is based on Porter’s Five Forces and Diamond Model to discuss the current industrial status and competition of analog IC companies in USA，Taiwan and China. The author conducts interviews with top managers from Texas Instruments Incorporated of USA，Richtek Technology Corporation of Taiwan and Hangzhou Silan Microelectronics Co. of China to obtain insights of the competitive edge，industrial position，product strategies，obstacles ahead and possible solutions.

This thesis will discuss and compare the competitive advantages of the analog IC companies of USA，Taiwan and China in three perspectives: A. National perspective; B. Industrial; C. Individual company.