科技服務業的經營策略分析---以崇越科技公司為例

Abstract

半導體與液晶面板產業是台灣的兩大高科技產業，它們的共同特性是資本密集及技術密集。在產業發展的初期，都是由國外引進技術快速建置生產線，大量生產市場所需的主流產品。自動化生產設備製造商則集中於少數幾個該產業的領導國家，如半導體生產技術集中於美國與日本，而液晶面板生產技術則幾乎完全集中於日本。在產業供應鏈中，以行銷與售後服務為主要價值活動的科技服務業(或稱之為進口代理商)在產業發展過程中，扮演了重要的角色。但隨著產業競爭環境的改變，科技服務業在產品行銷代理業務上的價值活動有可能面臨被原廠垂直整合的挑戰。因此科技服務業必須提早擬訂經營策略，以提昇企業價值與驅動企業成長。 相關多角化是企業成長的重要策略選項之一。執行這項策略的動機，基本上包含了提升企業在營收上的成長與事業投資風險的分散。對於科技服務業來說，也包含一項重要動機;即一個擁有成本領導競爭優勢的科技服務公司才具備與原廠共同創造客戶價值的基本條件。 關鍵字:產業供應鏈、相關多角化、成本領導

Semiconductor and TFT-LCD are two major high-tech industries in Taiwan. Both have the same characteristics, which are capital and technology-intensive industries. In the early stage of the industry development, the automatic production lines were set up quickly to produce the major market products by transferring the production technologies from other countries. The suppliers of automatic production equipments come from a limited number of countries. For example, the semiconductor production technology mainly comes from USA and Japan. Almost all TFT-LCD production technologies come from Japan. In the supply chain, the technical service provider (also known as Import Agent) with marketing and after-sale service as his key value activities plays an important role during the industry development. However, the sales agent business may have the challenge on vertical integration coordinated by the equipment supplier while the industry competition situation changes. Therefore, the technical service provider has to come up with a proper business strategy to increase the corporate value and drive the corporate growth. Related diversification is one of the key business strategies for corporate growth. The motivations to execute this strategy basically consist of the growth on revenue and the risk reduction on business investment. Another motivation is that the service provider with cost leadership is required to work with the equipment suppliers for the customer value creation. Key words: Industry Supply Chain、Related Diversification、Cost Leadership