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    Please use this identifier to cite or link to this item: https://nccur.lib.nccu.edu.tw/handle/140.119/149668


    Title: 重塑北美電動車供應鏈 - 以特斯拉與其台灣代工廠為例
    Reshaping Supply Chain in the North America's EV Industry - A Case Study of Tesla and its EMS Partners
    Authors: 楊念蓁
    Yang, Nien-Chen
    Contributors: 楊光磊
    楊念蓁
    Yang, Nien-Chen
    Keywords: Tesla
    Taiwanese Supply Chain
    EV Market
    Geopolitical Strategy
    Nearshoring
    Date: 2024
    Issue Date: 2024-02-01 11:47:43 (UTC+8)
    Abstract: This case study examines Tesla's strategic shift and its Taiwanese supply chain partners' relocation to Mexico, set against the backdrop of North America's burgeoning electric vehicle (EV) market and a changing geopolitical and economic landscape. The move is driven by several key factors: geopolitical stability, cost advantages, proximity to the U.S. market, and the benefits of trade agreements. These factors collectively enhance Mexico's attractiveness as a manufacturing hub.
    Despite the apparent advantages, this transition involves significant complexities and trade-offs. Companies face challenges like infrastructure limitations, operational intricacies, and the need to develop a skilled workforce. The supply chain reconfiguration requires establishing new supplier relationships, setting up production lines, and enforcing strict quality controls, all demanding considerable investments of time and resources.
    Nevertheless, the strategic move is shown to substantially increase supply chain resilience and offer economic and strategic benefits. It places Tesla and its partners in a crucial region for the global EV market, potentially boosting their market share and influence. The industry's broader impact is also noteworthy, as other companies start to recognize the benefits of nearshoring strategies, seeing Mexico as a critical hub for future EV production.
    Reference: 1. Cox Automotive. (2023). Electric vehicle sales report -Q4 2022. https://www.coxautoinc.com/wp-content/uploads/2023/01/Kelley-Blue-Book-EV-Sales-and- Data-Report-for-Q4-2022.pdf
    2. Department of Energy. (2023). Building a clean energy economy: Guidebook to the Inflation Reduction Act’s investments in clean energy and climate action. https://www.whitehouse.gov/wp-content/uploads/2022/12/Inflation-Reduction-Act- Guidebook.pdf
    3. DIGITIMES Research. (2023). Tesla Strengthens Gigafactory Layout in Mexico, Taiwanese Supply Chain Initiates Mexican Expansion Plan. https://www.digitimes.com.tw/tech/rpt/rpt_slideshow_2020.asp?cnlid=3&pack=&packsale= &v=20230627-285&seq=&cat=CAR&ct=
    4. El Gobierno del Nuevo León. (2023). Aprueba incentivos para Tesla Consejo de Desarrollo Económico. https://www.nl.gob.mx/boletines-comunicados-y-avisos/aprueba-incentivos-para-tesla- consejo-de-desarrollo-economico
    5. Hsiao, A. (2023). Taiwan companies to invest more in Mexico amid global supply chain reshuffle. Focus Taiwan. https://focustaiwan.tw/business/202312160007
    45
    6. International Energy Agency. (2023). Global EV outlook 2023. https://iea.blob.core.windows.net/assets/dacf14d2-eabc-498a-8263- 9f97fd5dc327/GEVO2023.pdf
    7. Meyer, E. (2014). The culture map: Breaking through the invisible boundaries of global business. PublicAffairs.
    8. Office of the United States Trade Representative. (2020). United States-Mexico-Canada Agreement. https://www.trade.gov/usmca
    9. Pegatron. (2023). 2022 Annual Report.
    10. Quanta. (2023). 2022 Annual Report.
    11.Reuters. (2023). Quanta Computer to invest $1 bln in northern Mexico. https://www.reuters.com/business/autos-transportation/quanta-computer-invest-1-bln- northern-mexico-2023-09-12/
    12. Reuters. (2023). Tesla, suppliers to invest $15 billion in Mexico factory, local governor says. https://www.reuters.com/business/autos-transportation/tesla-suppliers-invest-15-bln- mexico-factory-local-governor-2023-09-12/
    13. St. John, A. (2023). Ford, Toyota, Hyundai, and more — here's the full list of car companies adopting Tesla's charging technology. Business Insider. https://www.businessinsider.com/how-to-charge-non-tesla-ev-at-supercharger-models-
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    adapters-2023-7
    14.Terakawi. (2023). Average labor costs in Mexico vs. United States. https://insights.tetakawi.com/average-labor-costs-mexico-vs-usa
    15.Tesla. (2023). Q4 and FY2022 update. https://digitalassets.tesla.com/tesla-contents/image/upload/IR/TSLA-Q4-2022-Update
    16. Tesla. (2023). Tesla Supercharger website.
    https://www.tesla.com/supercharger
    17. United States Congress. (2022). Inflation Reduction Act of 2022, H.R. 5376, 117th Cong. https://www.congress.gov/bill/117th-congress/house-bill/5376
    18. Van Wyck, J., Phillips, K., Gilbert, M., McAdoo, M., Xue, H., Srivastava, R., Kuhlmann, K., & Xu, G. (2023). Harnessing the tectonic shifts in global manufacturing. Boston Consulting Group. https://www.bcg.com/publications/2023/harnessing-tectonic-global-shift-in-manufacturing 19. Wu, S. (2023). Tesla supplier Hota to build first US factory in New Mexico. Reuters. https://www.reuters.com/business/autos-transportation/tesla-supplier-hota-build-first-us- factory-new-mexico-2023-09-20/
    Description: 碩士
    國立政治大學
    國際經營管理英語碩士學位學程(IMBA)
    110933025
    Source URI: http://thesis.lib.nccu.edu.tw/record/#G0110933025
    Data Type: thesis
    Appears in Collections:[國際經營管理英語碩士學程IMBA] 學位論文

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