中芯国际纵向合作研发竞争策略研究

发布时间：2018-04-02 07:03

本文选题：集成电路晶圆制造　切入点：SWOT分析　出处：《上海交通大学》2014年硕士论文

【摘要】：集成电路产业是我国政府近来一直重点扶植的高新技术产业,也被公认为国家的经济支柱型产业。随着全球经济进入全面全球化,集成电路晶圆制造行业也伴随着经历了自由竞争市场的时代。通过各晶圆制造企业间的兼并收购,行业出现了几家巨无霸晶圆制造公司,现在全球的集成电路晶圆制造行业也逐步显现出寡头竞争的端倪。总部位于上海的集成电路晶圆制造公司中芯国际公司是在大陆政府关注下,于2000年建立的第一家总部位于大陆本土的集成电路晶圆制造公司,目前依然保持着中国大陆集成电路晶圆制造技术的领先地位。过去的10多年,中芯国际和其行业主要竞争对手们一直以扩充产能,兼并收购中小集成电路制造工厂来降低成本,成本领先战略成为中芯国际建厂以来的主要经营战略和竞争战略。但是,随着行业进入寡头竞争时代的特点,中芯国际需要转变原来的竞争策略,必须着眼于技术和管理创新来降低生产成本从而获取竞争优势。本文就是基于为中芯国际寻找技术和管理创新的竞争策略,依循当代主流的企业战略分析模式,采用了流行的经济战略分析工具。运用波特五力分析模型对中芯国际公司所处的集成电路行业进行了详细分析;行业内横向比较了中芯国际和它的主要竞争对手;针对中芯国际进行了比较详细的SWOT分析。文章还将经济学和管理学的理论与中芯国际的企业实践结合,并着眼于中芯国际的具体实践进行了定性和定量分析,辅助结合经济博弈论的古诺模型的建模分析和论证,在实践分析的基础上提出有利中芯国际企业发展的纵向合作研发竞争策略。建议中芯国际在过去单纯以扩充产能和降低生产成本的成本领先战略上发展更具有竞争力的价值链向上纵向合作研发结盟集成电路研发公司的竞争策略,并且持续保持在同行业比较优势。随着集成电路晶圆制造行业从自由竞争的模式步入寡头竞争时代,基于产业价值链的纵向合作研发策略是对中芯国际而言很好的一个企业竞争策略,并且可以为中芯国际获得持续的竞争优势。该竞争策略可以给中芯国际带来3点好处:通过纵向合作研发,中芯国际可以提高自身的科技研发能力,拥有更多的自主知识产权的专利,增强竞争力;通过纵向合作研发,中芯国际可以有效减少产业价值链上游的集成电路芯片设计公司在选择中游集成电路晶圆制造公司时的机会主义风险;通过纵向合作研发,中芯国际可以更方便的获得上游集成电路芯片设计的最新的技术水平和生产需求信息,较竞争对手更快的适应客户市场进行公司经营方针改变。
[Abstract]:The integrated circuit industry is a high-tech industry supported by the Chinese government recently. It is also recognized as the pillar industry of the country's economy. As the global economy enters into full globalization, The IC wafer manufacturing industry has also experienced an era of free market competition. Through mergers and acquisitions among wafer manufacturing enterprises, several giant wafer manufacturing companies have emerged in the industry. Now the global IC wafer manufacturing industry is also gradually showing signs of oligopoly. SMIC, a Shanghai-based IC wafer manufacturing company, is under the attention of the mainland government. The first mainland-based IC wafer manufacturing company, established in 2000, still holds the leading position in the manufacturing technology of integrated circuit wafers in mainland China. SMIC and its major competitors in the industry have been reducing costs by expanding production capacity, annexing and purchasing small and medium-sized integrated circuit manufacturing plants. The cost leading strategy has become the main business strategy and competitive strategy of SMIC since its establishment. As the industry enters the era of oligopoly competition, SMIC needs to change its original competitive strategy. We must focus on technology and management innovation to reduce production cost and gain competitive advantage. This paper is based on the competitive strategy of finding technology and management innovation for SMIC, following the mainstream enterprise strategy analysis model. Using the popular tools of economic strategy analysis, the paper makes a detailed analysis of the integrated circuit industry of SMIC by using Porter's five-force analysis model, compares SMIC and its main competitors in the industry horizontally. This paper also combines the theory of economics and management with the enterprise practice of SMIC, and focuses on the qualitative and quantitative analysis of SMIC's specific practice. Modeling, analysis and demonstration of Cournot model combined with economic game theory, On the basis of practical analysis, this paper puts forward a vertical cooperative R & D competition strategy that is beneficial to SMIC's development. It is suggested that SMIC should develop a more competitive strategy in the past simply to expand production capacity and reduce production cost. Competitive value chain up vertical cooperative R & D alliance IC R & D company's competitive strategy, As the IC wafer manufacturing industry moves from a free competition model to an era of oligopoly competition, Vertical cooperative R & D strategy based on industrial value chain is a good competition strategy for SMIC. This competitive strategy can bring three benefits to SMIC: through vertical cooperation, SMIC can improve its scientific and technological R & D capability. Patents with more independent intellectual property rights to enhance competitiveness; through vertical cooperation in research and development, SMIC can effectively reduce the opportunistic risks of IC chip design companies upstream in the industrial value chain in selecting mid-stream IC wafer manufacturing companies. SMIC can more conveniently obtain the latest technology level and production demand information of the upstream IC chip design, and adapt to the customer market faster than the competitors to change the company's business policy.
【学位授予单位】：上海交通大学
【学位级别】：硕士
【学位授予年份】：2014
【分类号】：F426.6;F271

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