Loading...
|
Please use this identifier to cite or link to this item:
https://nccur.lib.nccu.edu.tw/handle/140.119/142619
|
| Title: | 車用半導體廠商的動態競爭與創新策略—以英飛凌與意法半導體為例
Dynamic Competition and Innovation Strategy of Automotive Semiconductor Manufacturers — Case Analysis of Infineon and STMicroelectronics |
| Authors: | 古康權
Gu, Kang-Quan |
| Contributors: | 許牧彥
Hsu, Mu-Yen
古康權
Gu, Kang-Quan |
| Keywords: | 動態競爭
市場共同性
資源相似性
破壞式創新
車用產業
車用晶片
Dynamic competition
Market commonality
Resource similarity
Disruptive innovation
Automotive industry
Automotive chip |
| Date: | 2022 |
| Issue Date: | 2022-12-02 15:14:36 (UTC+8) |
| Abstract: | 半導體的創新對於人們常使用的3C產品，產生了新的定義，從電腦（Computer）、通訊（Communications）、消費性電子（Consumer Electronics），到加上汽車電子（Car）產生4C的產品定義。電動車（Electric Vehicle, EV）與混合動力電動車（Hybrid Electric Vehicle, HEV）市場的份額，從2018年市場約11.98億美金，成長到2024年將會到37.61億美金，年複合成長率（Compound Annual Growth Rate, CAGR）高達21%。因為電動車的需求逐年上升，間接讓車用晶片的需求越來越高，根據Statista統計資料庫指出，未來2020年車用電子成本占比從35%，上升到2030年50%。
從較封閉的燃油車市場生態系到逐漸開放的電動車市場生態系，廠商之間進入門檻將降低許多，也代表車用市場將會競爭越來越激烈。這顯示日俱漸增的需求與車用半導體廠商之間的競爭如何去影響到車用產業的創新。而以往鮮少有關車用半導體產業去探討此產業動態競爭與創新類型可能性分析的論文。因此本研究將以探討車用半導體產業為主軸，探討領導廠商之間在車用市場的決策佈局背後原因，以及如何影響快速變遷之汽車市場的創新，也試著提供台灣廠商從ICT產業跨入進入門檻高的車用產業作為參考。
本研究透過全球車用半導體領導廠商做為個案廠商，分析市場共同性與資源相似性，發現個案廠商之間在車用市場提早佈局原因，是透過相關技術合作和併購來增加自己的競爭壁壘，不只因應未來車用市場的高度需求，同時影響車用晶片及汽車產業的創新，產生了破壞式創新的可能性。
關鍵字：動態競爭、市場共同性、資源相似性、破壞式創新、車用產業、車用晶片
The innovation of semiconductors has created a new definition for the 3C products that people often use for computers, Communications, Consumer Electronics to Cars the definition of 4C products. The market share of Electric Vehicles (EV) and Hybrid Electric Vehicles (HEV) will grow from about 1.198 billion to 3.761 billion US dollars from 2018 to 2024. The CAGR (Compound Annual Growth Rate) was as high as 21% because the demand for electric vehicles and the need for automotive chips is indirectly increasing. According to the Statista statistical database from 2020 to 2030, the cost of automotive electronics will increase from 35% to 50%.
From the relatively closed fuel vehicle ecosystem to the gradually opening electric vehicle ecosystem, the barriers to entry among manufacturers will be much lower, so the automotive market will become more competitive. This shows how increasing demand and competition among automotive semiconductor manufacturers affect innovation in the automotive industry. In the past, thesis less research on dynamic competition and the possibility of innovation types in this industry. Therefore, this research will focus on the automotive semiconductor industry and which reasons behind the decision-making and layout of leading manufacturers in the automotive market, and how to influence innovation in the rapidly changing automotive market. It also tries to provide Taiwanese manufacturers with a reference to the ICT（Information and Communications Technology）industry to the automotive Industry of supply chain with high barriers to entry.
This research uses the global automotive semiconductor leading manufacturers as case manufacturers to analyze market commonality and resource similarity and finds that the reason for the early deployment of case manufacturers in the automotive market is to increase their own competition barriers through related technical cooperation and mergers and acquisitions. It not only responds to the high demand of the future automotive market but also affects the innovation of automotive chips and the automotive industry that creating the possibility of disruptive innovation.
Keywords: Dynamic Competition、Market Commonality、Resource Similarity、Disruptive Innovation 、Automotive Industry、Automotive Chip |
| Reference: | 中文文獻
王畯洋 (2021). 新世代半導體材料點燃台灣電動車關鍵組件新契機. In 車輛中心產業發展處.
林育中 (2018). 功率器件的應用以及發展策略. 椽經閣.
邱奕嘉, & 曾為國 (2014). 技術相關程度對技術併購影響之研究. 管理與系統, 21(2), 187-222.
洪春暉 (2021). ICT產業新局. 臺北市：資策會產業情報所 MIC.
許牧彥 (2016). 加己減異、加異減己 - 專利部署的全方位競爭策略. 中華民國科技管理研討會論文集，臺北市：中華民國科技管理學會, 101頁.
郭家宏 (2019) [除了傳統的 fabless 與代工，半導體產業開始浮現新商業模式：Fab-Lite].
陳明哲 (2009). 預測競爭對手的回應：AMC三環透視法. 未出版之原始資料.
陳明哲 (2012a). 動態競爭與傳統靜態競爭分析. 哈佛商業評論.
陳明哲 (2012b). 預測競爭對手的回應：AMC分析法初探. 哈佛商業評論. Retrieved from https://www.hbrtaiwan.com/article_content_AR0002188.html
陳明哲 (2012c). 察覺－動機－能力：細解AMC分析法（一）. 哈佛商業評論.
蕭佑和 (2017). [智慧車、電動車、無人車！淺談全球汽車業發展趨勢｜大和有話說].
簡永昌 (2021). [車用半導體前五強吃下4成市占！為何旁人難以切入？這2大因素是關鍵].
蘇奕霖 (2021). 全球電動車產業趨勢分析. 財團法人資訊工業策進會.
Bear (2019). [Porsche Taycan動力科技(下)：先進的電池熱管理與800伏系統電壓].
CA汽車頻道 (2019). [跟進保時捷 Kia也正在研發800伏充電系統].
CTIMES (2018). 英飛凌收購Siltectra 碳化矽晶片產能將倍增. Retrieved from https://www.ctimes.com.tw/DispNews/tw/%E7%A2%B3%E5%8C%96%E7%9F%BD/Infineon/%E8%8B%B1%E9%A3%9B%E5%87%8C/18111920220O.shtml
英文文獻
Abernathy, W. J., & Utterback, J. M. (1978). PATTERNS OF INDUSTRIAL INNOVATION. Technology Review, 80(7), 40-47. Retrieved from <Go to ISI>://WOS:A1978FE95600015
Adlkofer, H. (2017). Bernstein Conference on EVs and Energy Storage.
Ahmed, B. S., Ezgi, D., Poshun, C., & Selsabil, S. (2021). Compound Semiconductor Quarterly Market Monitor. Yole Développement. Retrieved from https://s3.i-micronews.com/uploads/2020/12/YINTM21156Q1_Compound_Semiconductor_Quarterly_Market_Monitor_Mar2021_Flyer.pdf
Ahuja, G., & Katila, R. (2001). Technological acquisitions and the innovation performance of acquiring firms: A longitudinal study. Strategic Management Journal, 22(3), 197-220. doi:10.1002/smj.157
Auchard, E., & Preisinger, I. (2017). German chipmaker Infineon to supply Tesla Model 3. Reuters. Retrieved from https://www.reuters.com/article/us-infineon-technol-results-idUSKBN1AH4EY
Baum, J. A. C., & Korn, H. J. (1996). Competitive dynamics of interfirm rivalry. Academy of Management Journal, 39(2), 255-291. doi:10.2307/256781
Capron, L., Dussauge, P., & Mitchell, W. (1998). Resource redeployment following horizontal acquisitions in Europe and North America, 1988-1992. Strategic Management Journal, 19(7), 631-661. Retrieved from <Go to ISI>://WOS:000074732100002
Cassiman, B., Colombo, M. G., Garrone, P., & Veugelers, R. (2005). The impact of M&A on the R&D process - An empirical analysis of the role of technological- and market-relatedness. Research Policy, 34(2), 195-220. doi:10.1016/j.respol.2005.01.002
Caves, R. E. (1984). Economic analysis and the quest for competitive advantage. The American Economic Review, 74(2), 127-132.
Caves, R. E., & Porter, M. E. (1977). From entry barriers to mobility barriers: Conjectural decisions and contrived deterrence to new competition. The quarterly journal of economics, 241-261.
Chen, M. J. (1996). Competitor analysis and interfirm rivalry: Toward a theoretical integration. Academy of management review, 21(1), 100-134.
Chen, M. J., & Miller, D. (1994). Competitive attack, retaliation and performance: an expectancy‐valence framework. Strategic Management Journal, 15(2), 85-102.
Christensen, C., M. (1997). The Innovator’s Dilemma: Harvard Business Review Press.
Christensen, C., M., & Raynorm, R., E. (2003). “Innovator’s Solution: creating and sustaining successful growth”. Harvard Business School Press, Boston, Massachusetts,U.S.A.
Cloodt, M., Hagedoorn, J., & Van Kranenburg, H. (2006). Mergers and acquisitions: Their effect on the innovative performance of companies in high-tech industries. Research Policy, 35(5), 642-654.
Cohen, W. M., & Levinthal, D. A. (1990). Absorptive capacity: A new perspective on learning and innovation. Administrative science quarterly, 128-152.
Darroch, J., & Miles, M. P. (2010). Sources of innovation. Hoboken, NJ: John Wiley & Sons,Ltd.
Day, G. S. (1981). Strategic market analysis and definition: an integrated approach. Strategic Management Journal, 2(3), 281-299.
Foster, R. N. (1986). Innovation: The attacker`s advantage: New York: Summit Books.
Gerpott, T. J. (1995). Successful integration of R&D functions after acquisitions: an exploratory empirical study. R&D Management, 25(2), 161-178.
Ghoshal, S. (1987). GLOBAL STRATEGY - AN ORGANIZING FRAMEWORK. Strategic Management Journal, 8(5), 425-440. Retrieved from <Go to ISI>://WOS:A1987J889300002
Granstrand, O., Bohlin, E., Oskarsson, C., & Sjöberg, N. (1992). External technology acquisition in large multi‐technology corporations. R&D Management, 22(2), 111-134.
Hagedoorn, J., & Duysters, G. (2002). The effect of mergers and acquisitions on the technological performance of companies in a high-tech environment. Technology analysis & strategic management, 14(1), 67-85.
Hsu, M. Y., & Chen, M. J. (2006). Competitor Analysis and Inter-Firm Rivalry: by integrating market commonality and resource similarity. Darden Graduate School of Business, University of Virginia.
Imbruglia, A., Saggio, M., Renna, M., & Scrofani, E. (2018). The SiC automotive challange WInSiC4AP: Wide band gap Innovative SiC for Advanced Power. AEIT Automotive 2018.
Infineon. (2019). Third Quarter FY 2019 Quarterly Update.
Katila, R., & Ahuja, G. (2002). Something old, something new: A longitudinal study of search behavior and new product introduction. Academy of Management Journal, 45(6), 1183-1194.
Kim, W. C., & Mauborgne, R. (2014). Blue ocean strategy, expanded edition: How to create uncontested market space and make the competition irrelevant: Harvard business review Press.
Klepper, S. (1996). Entry, exit, growth, and innovation over the product life cycle. The American Economic Review, 562-583.
Kogut, B., & Zander, U. (1992). Knowledge of the firm, combinative capabilities, and the replication of technology. Organization science, 3(3), 383-397.
Lane, P. J., & Lubatkin, M. (1998). Relative absorptive capacity and interorganizational learning. Strategic Management Journal, 19(5), 461-477.
Lilien, G. L., & Yoon, E. (1990). The timing of competitive market entry: An exploratory study of new industrial products. Management science, 36(5), 568-585.
Porac, J. F., & Thomas, H. (1990). Taxonomic mental models in competitor definition. Academy of management review, 15(2), 224-240.
Porter, A. L., Roper, A. T., Mason, T. W., Rossini, F. A., & Banks, J. (1991). Forecasting and management of technology. New York : Johh Wiley, 18.
Porter, M. E. (1980). Techniques for analyzing industries and competitors. Competitive Strategy. New York: Free.
Puranam, P., Singh, H., & Zollo, M. (2006). Organizing for innovation: Managing the coordination-autonomy dilemma in technology acquisitions. Academy of Management Journal, 49(2), 263-280. Retrieved from <Go to ISI>://WOS:000237198600008
Rob Cross, L. S. (2004). More Than an Answer: Information Relationships for Actionable Knowledge.
Sarkar, M. B., Echambadi, R., Cavusgil, S. T., & Aulakh, P. S. (2001). The influence of complementarity, compatibility, and relationship capital on alliance performance. Journal of the Academy of Marketing Science, 29(4), 358-373. doi:10.1177/03079450094216
Schmidt, G. M., & Druehl, C. T. (2008). When is a disruptive innovation disruptive? Journal of product innovation management, 25(4), 347-369.
SIEMENS. (2018). Free webinar – semiconductor test responds to automotive ICs. Retrieved from https://blogs.sw.siemens.com/tessent/2018/03/20/how-automotive-ics-are-reshaping-semiconductor-test/
STMicroelectronics. (2012-2019). Annual Report. Retrieved from https://investors.st.com/annual-reports
Teece, D. J., Pisano, G., & Shuen, A. (1997). Dynamic capabilities and strategic management. Strategic Management Journal, 18(7), 509-533.
Utterback, J. M., & Acee, H. J. (2005). Disruptive technologies: An expanded view. International journal of innovation management, 9(01), 1-17.
Vaughan-Edmunds, L. (2019). Silicon Carbide—The Superhero of Silicon. Retrieved from https://blog.appliedmaterials.com/silicon-carbide-superhero-silicon
Waurzyniak, P., & Dogmus, E. (2021). The Silicon Carbide Race Begins. Semiconductor Engineering. Retrieved from https://semiengineering.com/the-silicon-carbide-race-begins/
Wolfspeed. (2021). Enabling System upgrades with SiC technology using industry standard base-plate-less packaging. Retrieved from https://www.wolfspeed.com/knowledge-center/article/enabling-system-upgrades-with-sic-technology-using-industry-standard-base-plate-less-packaging |
| Description: | 碩士
國立政治大學
科技管理與智慧財產研究所
108364120 |
| Source URI: | http://thesis.lib.nccu.edu.tw/record/#G0108364120 |
| Data Type: | thesis |
| DOI: | 10.6814/NCCU202201676 |
| Appears in Collections: | [科技管理與智慧財產研究所] 學位論文
|
Files in This Item:
| File |
Size | Format | |
|---|
| 412001.pdf | 7780Kb | Adobe PDF2 | 0 | View/Open |
|
All items in 政大典藏 are protected by copyright, with all rights reserved.
|
