臺灣晶圓級封裝產業技術轉移競爭策略分析

Abstract

半導體產業是臺灣經濟發展命脈，並躋身成為全球半導體產業鏈的重要生產聚落，也是我國政府重點培育的領域。隨著產業上、中、下游產業鏈整合完整，更首創專業分工模式，政府極力扶植半導體業的生產和技術、強化自主研發等發展，積極推動相關政策使得半導體產業發展基礎建設愈趨完整。然而，在智慧物聯趨勢的帶動下，半導體的應用逐漸聚焦於人工智慧、5G通訊、高效能運算等領域，使得半導體產業製程持續微縮，晶圓級、扇出型封裝技術等各項高階先進封裝技術的需求日益成長，再加上技術不斷地創新及產品生命週期日益縮短，使得技術領先者與技術落後者之間的差距不斷擴大。在這多IC、多模組的系統整合的新世代，前段晶圓製造端與後段封測廠等各家業者無不重兵加碼投資於設計、技術與系統的整合，因此技術移轉必然成為革命的重要關鍵。為深入了解我國半導體產業晶圓級封裝業者技術移轉方式，用以分析臺灣晶圓級封裝產業中新創公司的技術轉移競爭策略，本研究將對研究對象進行個案研究，透過次級資料的蒐集進行質性單一個案研究分析，說明實務上的技術轉移運用策略，同時分析個案在技術移轉合作對象及制定事業策略的評估準則，並結合R個案公司進行實證性探討作為驗證。最後提出分析結論、建議及管理意涵，以供政府及企業當局未來制定策略和政策之參考。

Taiwan is the largest semiconductor foundry manufacturing economy and has become an important industrial cluster in the world. With the vertical disintegration of industrial value chain, the government is striving to support the development of the semiconductor industry, for example, strengthen the independent research and development, and promote relevant policies to make the development of the semiconductor industry more complete. However, the trend of Internet of Things (IoT), artificial intelligence (AI), 5G communication, and high-performance computing, make the demand for high-order advanced packaging technologies such as wafer level and fan-out packaging technology is growing. In addition, the gap widened between technology pioneers and technology laggards because the technology innovations and short product life cycles. Technology transfer has become an important key to the revolution since the wafer manufacturing and the packaging and testing factory have invested heavily in the integration of design, technology and systems. To understand of the technology transfer strategy of wafer level packaging companies in Taiwan's semiconductor industry, this study conducts a case study through the collection of secondary data to explain the technology transfer execution in practice. Besides, this study analyze the evaluation criteria of the technology transfer partner and the formulation of the business strategy, and presented the empirical research of the object company as the verification. Finally, this study provides the conclusions, recommendations and management implications for the government and authorities to formulate strategies and goals in further policies.