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| Title: | 紅色供應鏈崛起對台灣半導體產業之影響
Rise of the Red Supply Chain : the effect on Taiwan`s semiconductor industry |
| Authors: | 方千碩
Fang, Chien Shuo |
| Contributors: | 洪叔民
Horng, Shwu Min
方千碩
Fang, Chien Shuo |
| Keywords: | 紅色供應鏈
半導體
台灣
Red supply chain
Semiconductor
Taiwan |
| Date: | 2017 |
| Issue Date: | 2017-09-13 16:00:33 (UTC+8) |
| Abstract: | 近年來「紅色供應鏈崛起」一詞在報章媒體大肆出現，中國紅色供應鏈對台灣造成的影響眾說紛紜，人才外流、工作機會減少、經濟倒退等等。由於過十年台灣半導體產業可以說為經濟成長推手之代表產業，加上大眾對於紅色供應鏈崛起僅略知為中國電子產業的出現。因此本研究欲釐清「紅色供應鏈」之定義、對紅色供應鏈之崛起以及現況做分析、以及探討紅色供應鏈崛起對台灣半導體產業造成之影響。
透過大量資料搜集歸納，本研究將「紅色供應鏈」定義為中國電子供應鏈由勞力密集轉變為高資本技術密集，欲滿足龐大內需之進口替代過程。
分別以市佔率、研發與技術、政府介入、人力資本、與下游需求等指標，以及與台灣半導體供應鏈發展過程比較來分析紅色供應鏈之崛起。本研究發現雖然中國複製台灣之崛起過程以及自身龐大的市場及資金快速成長，但以企業動態能力理論之觀點可以得知缺乏自身學習以及運用資源能力造成紅色供應鏈缺少強大晶圓製造核心的現況。
紅色供應鏈雖然以快速併購、市場換訂單等方式成功崛起，但由於缺乏企業動態能力，加上本身市場成長速度更快，對於台灣目前來說還未能造成關鍵的影響。但在台灣政府對於業者法規限制以及中國搶資源狀況下，對於台灣半導體廠商未來持續保持競爭力的能力還是會造成威脅。
本研究認為此刻紅色供應鏈之崛起對於台灣半導體供應鏈為一大契機，面對世界最大的半導體市場，台灣政府應以正面態度開放廠商將無策略重要性之環節轉向中國以保有市場優勢，台灣半導體產業更應視轉機，向更高勞力密集之環節邁進，運用本身在國際領導之地位進行策略結盟鞏固領先。
“Red Supply Chain” started to spread all over news and media recently, often mentioned with the result of human capital loss, decrease of open jobs, and even economic decline in Taiwan. This study aims to clarify the term, furthermore, analyze “Rise of the Red Supply Chain” and its current situation, and evaluate the impact on Taiwan’s semiconductor industry.
By analyzing various sources of data, this study defines the term “Rise of the Red Supply Chain” as the transformation of China’s electronic supply chain from labor intensive to capital and technology intensive since the year 2000.
This study uses market share, research and development capabilities, government interference, human capital, and downstream demands as indicators to conclude that the red supply chain has indeed risen, though this rapid rise through merges and licensing has resulted in a weakness at the wafer manufacturing sector.
Through dynamic capabilities view, and the comparison with Taiwan’s rising process, this study concludes that the red supply chain has yet to become a serious threat to Taiwan’s semiconductor industry, but could affect Taiwan’s semiconductor companies’ abilities to maintain competitive advantages.
Finally, this study suggests Taiwan government to keep an open mind of shifting parts of the semiconductor supply chain with less strategic value to China, and view the rise of red supply chain as an opportunity for Taiwan companies to expand to even higher technology intensive segments and form strategic partners with foreign companies to maintain leadership position.
第一章 緒論 7
壹、研究動機與目的 7
貳、研究背景 9
ㄧ、半導體產品介紹 9
二、半導體供應鏈 11
三、台灣半導體供應鏈發展歷程 12
四、台灣半導體產業概況與代表廠商 15
第二章 文獻探討 21
壹、紅色供應鏈 21
貳、中國半導體的崛起時間 21
參、科技追趕以及崛起指標 22
肆、半導體供應鏈的價值加成 23
ㄧ、半導體價值鏈 23
二、價值加成 26
三、半導體產業的競爭優勢 28
第三章 紅色供應鏈分析 30
壹、中國半導體供應鏈演進歷程 30
貳、紅色供應鏈的崛起 31
一、市佔率 31
二、研發與技術 32
三、政府介入 33
四、人力資本 34
五、下游需求 34
參、紅色供應鏈與台灣半導體供應鏈崛起比較 35
ㄧ、產業萌芽期，IC封測的出現 35
二、晶圓代工模式扶植 36
三、IC設計產業發展 37
第四章 紅色供應鏈崛起對台灣半導體影響 40
壹、市場表現 40
貳、台灣半導體供應鏈競爭優勢影響 41
ㄧ、資源基礎論分析 41
二、企業動態能力理論分析 42
參、台灣半導體供應鏈各環節分別影響 43
一、IC設計 43
二、IC製造 44
三、IC封測 44
第五章 結論與建議 46
壹、建議 46
一、政府法規的鬆綁 46
二、策略結盟 47
三、改變供應鏈角色 47
貳、結論 48 |
| Reference: | 壹、中文部分
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| Description: | 碩士
國立政治大學
企業管理研究所(MBA學位學程)
104363109 |
| Source URI: | http://thesis.lib.nccu.edu.tw/record/#G0104363109 |
| Data Type: | thesis |
| Appears in Collections: | [企業管理研究所（MBA學位學程）] 學位論文
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