面對美中貿易戰造成未來大環境的不確定性，最後本研究也提出對半導體封測後段清洗機產業的建議，必須注重對人才培育、機台交期縮短及跨領域的策略整合。然而對政府提出的建言方面，針對未來能IC封測廠外移及後段清洗機轉型提供協助，這樣才能讓IC半導體封測後段清洗機產業可以永續經營蓬勃發展。;This thesis discusses the IC back-end cleaning machine industry in Taiwan. The research report applies the "Structure-Conduct-Performance" (S-C-P) framework from economics to analyze the industry structure, firm conduct, and operational performance of the IC back-end cleaning machine market in Taiwan. It also examines the current status and future trends of the cleaning equipment industry, and provides recommendations for coping strategies and suggestions.
The study reveals that there are four main players in the semiconductor back-end cleaning machine industry in Taiwan, with almost all of the market share. A certain economy of scale is required to have future competitiveness, making it a highly concentrated and dominant market with high entry barriers.
In terms of firm conduct, other competitors expand their market share by relying on the pricing conduct and product sales strategy of leading companies, allowing clients to trust the technical capabilities and services of other competitors. The result of this competition only began to change in 2021 with the market share of cleaning machines.
The study also shows that if the market share of the IC back-end cleaning machine industry increases, it will lead to growth in revenue, EPS, and other performance indicators of back-end cleaning machine companies.
Given the uncertainty of the future environment caused by the US-China trade war, the study also proposes recommendations for the semiconductor back-end cleaning machine industry, including focusing on talent cultivation, shortening machine delivery times, and integrating cross-domain strategies. The study also suggests that the government should provide assistance for the outsourcing of IC testing factories and the transformation of back-end cleaning machines to ensure the sustainable and prosperous development of the IC semiconductor back-end cleaning machine industry.
