Competitive Advantage of Fast Clockspeed Company in Semiconductor Industry:3-DCE Framework and a Case Study

• Main Authors: Alpha J.F. Wang, 王仁法
• Other Authors: Anthony F. Han
• Format: Others
• Language: zh-TW
• Published: 2001
• Online Access: http://ndltd.ncl.edu.tw/handle/33038834358314228797

碩士 === 國立交通大學 === 高階主管管理學程碩士班 === 89 === The purpose of this thesis is to explore the strategic impact of supply chain strategy on competitive advantages. In this thesis, we adopt the frameworks developed by Charles Fine, who proposed the concept of “clockspeed”, Double Helix model, and the “3-Dimensional Concurrent Engineering (3-DCE) ” model. The “clockspeed” means the rate at which products and companies evolve. We use the Double Helix model to examine the evolution of semiconductor, especially the industry structure shift between horizontal integration and modular disintegration. Moreover, we use the 3-DCE model to conduct a case study on Analog Devices Inc. In the case study, we first examine the changing business environment of the company in the 90’s, and then analyze its core competence, its supply chain architecture design, and how its decisions to align with the shift of product and process. Furthermore, we also explore some ADI initiatives that have established strategic outsourcing partners to leverage values from the extended enterprise. This research proofs that clockspeed accelerates the evolution of industry structure, and then hasten shift of industry control power. It represents strategic implications on competitive advantage of company. The analysis of industry dynamics and lesson from semiconductor can be applied to other industries of different clockspeed. Semiconductor industry is critical to Taiwan’s economy. Sophisticated and complete industry structure has been developed over the past 20 years. Semiconductor is now one of the “flagship” industries in Taiwan, and represents a significant role to Taiwan economy. In order to compete in the global arena, Taiwan IC companies can benchmark ADI story on supply chain design and global logistics/coordinate system. With the understanding of dynamics of industry structure evolution, individual firm can grasp the inflection point of the industry shift, and hence to be able to well position itself on the chain to maximize its value.