隨著雲端技術與 5G 網絡的迅速發展，半導體製造設備的需求急劇上升，
製造商積極採用各種業模式以迎合市場需求。在競爭激烈的環境下，先進程技術成為關注焦點，但供應鏈中斷對合作能力提出了挑戰。因此發展適當的經營策略和創新商業模式變得至關重要。本研究參考管理學者的型，並利用半導體產業及個案研究公司之次級資料通過訪談探討該的競爭優勢、競策略經營決全球成長戰行動以及表現。為了應對半導體設備需求的週期性變化或全球經濟景氣影響，個案研究公司應該改造其商業模式，除了現有的設備銷售和拆裝服務獲利外還應加入創 新的商業 服務模式。買方總部與供應商的關係更多地偏向技術開發合作創新改良，合作模式應以強調買方 -供應商效益優先的關係型治理合作模式為主。而買 方區域分部與供應商的關係則注重效率及成本，因此合作模式以買方 -供應商效率優先的交易型治理合作模式為主。綜以上所述，本研究台 灣半導體設備供應商及相關領域企業在產戰略規劃、發展方向和執行面提供了參考。

With the rapid development of cloud technology and 5G networks, the demand for semiconductor manufacturing equipment has surged, prompting manufacturers to adopt various business models to meet market needs. In a highly competitive environment, advanced process technology has become a focal point, but supply chain disruptions pose challenges to collaboration capabilities. Therefore, developing appropriate business strategies and innovative business models is crucial. This study references strategic management scholars' research models and utilizes secondary data from the semiconductor industry and case study companies. Through interviews, it explores the company's competitive advantages, competitive strategies, business decisions, global growth strategic actions, and operational performance. To address the cyclical changes in semiconductor equipment demand or the impact of global economic conditions, the case study company should transform its business model. Beyond the existing profit model of equipment sales and disassembly services, it should incorporate innovative business service models. The relationship between the buyer's headquarters and the supplier's headquarters should focus more on technical development cooperation and innovation improvement, with a cooperative model emphasizing a relationship-based governance approach prioritizing buyer-supplier benefits. Conversely, the relationship between the buyer's regional divisions and the supplier's regional divisions should emphasize efficiency and cost, with a cooperative model based on a transaction-based governance approach prioritizing buyer-supplier efficiency. In summary, this study provides a reference for Taiwanese semiconductor equipment suppliers and related enterprises in terms of industry strategic planning, development direction, and execution.

摘 要 ............................................................................................................................................................... i
Abstract ........................................................................................................................................................... ii
誌 謝 ............................................................................................................................................................... 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 研究目的與問題 ................................................................................................................ 2
第二章 文獻探討 ................................................................................................................................... 4
第一節 商業模式 .............................................................................................................................. 4
第二節 商業模式類型..................................................................................................................... 6
第三節 SWOT競爭力分析 ............................................................................................................ 9
第四節 價值創新分析................................................................................................................... 10
第五節 買方-供應商關係模型 ................................................................................................... 12
第三章 研究方法 ................................................................................................................................. 15
第一節 研究設計 ............................................................................................................................ 15
第二節 資料蒐集與分析 .............................................................................................................. 16
第四章 半導體產業背景分析 .......................................................................................................... 19
第一節 半導體產業概述 .............................................................................................................. 19
第二節 半導體市場規模 .............................................................................................................. 22
第三節 先進半導體製造技術與設備 ....................................................................................... 26
第五章 個案分析 ................................................................................................................................. 31
第一節 個案研究對象歐洲母集團背景 .................................................................................. 31
第二節 個案研究對象台灣子公司背景 .................................................................................. 34
第三節 研究對象營運模式分析 ................................................................................................ 36
第四節 設備供應商合作關係 ..................................................................................................... 42
第六章 研究結論與建議 ................................................................................................................... 43
第一節 研究結論 ............................................................................................................................ 43
第二節 研究限制與展望 .............................................................................................................. 45
參考文獻 ..................................................................................................................................................... 46

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