摩爾定律描述了計算能力和電腦硬件成本之間的關係，此定律預測，電腦的運算能力將每 18 個月翻一倍，同時成本將降低一半。這個定律最早是由 Intel公司的創始人摩爾在1965年發表的。自摩爾定律被發明以來，電腦的運算能力和成本的改變已經大大影響了科技產業和社會。然而，有些人認為摩爾定律已經到了它的極限，現在我們已經進入了所謂的「後摩爾時代」。
在「後摩爾時代」，電腦的運算能力仍然在不斷提高，但成本的下降速度比以往慢得多。這意味著，我們可能無法像過去那樣迅速地推動新技術的發展和應用。當前的趨勢使得人們開始思考如何在成熟製程下，為晶片設計帶來更多的附加價值，以超越摩爾定律。據此觀之，實現高階製程的兩個路徑，第一是繼續投入巨資，透過微縮技術和新的材料來增加電晶體整合數量及並持續延伸摩爾定律；第二是開發特殊晶片的應用市場區隔。
本研究以A公司為個案，分析在後摩爾時代下，A公司所採取的競爭策略，以及在高階製程的晶片發展與供應鏈方面可能面臨的挑戰和瓶頸。其目的在於研究A公司如何延伸其原有的核心競爭力，利用其資源和能力來構建新的核心競爭力及如何實現破壞式創新以爭取進入新市場的機會，創造新的競爭優勢。本研究運用產業鏈分析、競爭策略和破壞式創新理論，探討A公司在後摩爾時代晶片產業中的新趨勢。研究涵蓋研發技術的發展、產業整合與聯盟以及晶片市場未來的挑戰等方面，並提出「後摩爾時代」，企業需要具備全面的技術能力，並且在商業模式和資本模型上做出改變。

關鍵詞： 後摩爾時代、半導體、產業鏈分析、競爭策略、破壞式創新

Moore's Law, originally proposed by Intel Corporation's founder, Gordon Moore, in 1965, describes the relationship between computing power and the cost of computer hardware. According to this law, the computing power of computers doubles approximately every 18 months, while the cost is reduced by half. The impact of Moore's Law on the technology industry and society has been substantial since its inception. However, there is a growing belief that we have reached the limit of Moore's Law and have entered what is commonly referred to as the “Post-Moore” era. In this new era, advancements in computing power and cost reduction are expected to exhibit different patterns and challenges compared to the previous period dictated by Moore's Law.
In the “Post-Moore” era, the computing power of computers continues to increase, but the cost reduction is slowing down compared to previous years. This scenario raises questions about the ability to rapidly advance the development and implementation of new technologies. Given the current trend, it becomes crucial to explore strategies to surpass Moore’s Law, particularly within the context of mature mainstream processes, and assess the potential for increased value in IC design companies. In this regard, there are two approaches to achieving advanced manufacturing. The first involves substantial investments aimed at increasing the number of integrated transistors and extending Moore’s Law through scaling technology and the use of new materials. The second approach focuses on developing specialized chip applications to cater to specific market segments.
This study analyzes the competitive strategy of A Company in the “Post-Moore” era, specifically focusing on potential high-end bottlenecks in the development of process graphics chips and the supply chain. The primary objective is to explore how A Company can leverage its existing core competitiveness, utilize its resources and capabilities to establish new core competitiveness, and achieve disruptive innovation to seize opportunities for entering new markets and creating fresh competitive advantages. Drawing from Industry value chain analysis, competitive strategy theory, and disruptive innovation theory, this research investigates the emerging trends of A Company in the semiconductor industry during the “Post-Moore” era. In specific, this research examines aspects such as R&D technology development, industry integration and alliances, and chip market research. To conclude, the paper finds that enterprises in the “Post-Moore” era must possess comprehensive technical capabilities and implement changes in business models and capital structures.

Keywords: Post-Moore era, Semiconductor, Industry value chain analysis, Competitive strategy, Disruptive innovation.

摘 要 i
Abstract ii
誌 謝 辭 iv
目 錄 v
圖目錄 vii
表目錄 viii
第一章 緒 論 1
第一節 研究背景與動機 1
第二節 研究目的與研究問題 2
第三節 研究流程 2
第四節 研究架構 4
第二章 文獻回顧 5
第一節 產業鏈分析理論 5
第二節 競爭策略 8
第三節 破壞式創新理論 10
第三章 全球IC設計市場概況與未來趨勢分析 12
第一節 半導體產業結構的發展 12
第二節 全球半導體廠商排名與介紹 15
第三節 全球半導體產業成長趨勢 17
第四節 中央處理器(CPU)與繪圖處理器(GPU)市場概況 19
第四章 個案研究與分析 22
第一節 品牌介紹 22
第二節 品牌故事 22
第三節 個案發展史 23
第四節 個案公司現況分析 24
第五節 個案公司產品組合 29
第六節 商業策略分析 34
第七節 銷售與行銷策略分析 37
第八節 競爭策略分析 40
第九節 近年危機分析 43
第五章 資料分析與發現 45
第一節 競爭環境現況分析 45
第二節 外部環境 機會與威脅分析 52
第三節 內部組織資源 優勢與劣勢分析 54
第四節 制定策略建議 56
第五節 執行策略之建議 58
第六節 加強業務的互補性產品和服務 59
第七節 現行策略執行及成果探討 60
第八節 財報數據分析 64
第六章 研究發現與討論 66
第一節 研究結論 67
第二節 後續研究方向與建議 69
參考文獻 71

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