人工智慧的浪潮如何影響台灣晶片設計公司

Abstract

人工智慧的浪潮近年來席捲世界，尤其所有的科技巨頭持續地從2011/12年開始投入這方面的研究,，且在2016/17年漸漸開花結果. 雖然台灣較晚意識到這方面的發展，但政府也喊出了五年160億的方針希望強化產業界人工智慧相關的方展，希望能追上這股熱潮。 ＩＣ設計產業近年來一直是台灣半導體重要的一塊拼圖，放眼全球也在許多地方放領先各界，2017年排名全球第二，僅次美國。為什麼趁著現在還有優勢的時候切入人工智慧領域?如何切入? 這份案例分析主要從介紹目前人工產業生態鏈的發展方向，以及以聯發科為例，用波特五力及SWOT來分析目前的台灣ＩＣ設計業的優勢和必要性為什要切入人工智慧領域，還有後續的策略發展。

Artificial Intelligence has been a hot wave all over the world in recent years. All the Tech giants steadily invest on Artificial Intelligence research from 2011/12, and blast from 2016/17. Although starting late, Taiwan Government has allocated NTD 16 Billion on artificial intelligence industry to speed up the development to catch the momentum of Artificial Intelligence. IC design houses in Taiwan, which rank No.2 of total chip-design sales in 2017, have many advantages competing over the world. Why do we need to take this advantage to bring Taiwan into the Artificial Intelligence industry? How? This business research will analyze the business ecosystem of current Artificial Intelligence industry and use Five-Forces Porter model to illustrate the advantage and necessity of Taiwan IC design house migrate to Artificial Intelligence era. Also, this research takes Mediatek as a case study to predict their further strategy.