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    題名: 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
    作者: 方千碩
    Fang, Chien Shuo
    貢獻者: 洪叔民
    Horng, Shwu Min
    方千碩
    Fang, Chien Shuo
    關鍵詞: 紅色供應鏈
    半導體
    台灣
    Red supply chain
    Semiconductor
    Taiwan
    日期: 2017
    上傳時間: 2017-09-13 16:00:33 (UTC+8)
    摘要: 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.
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    貳、西文部分
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    描述: 碩士
    國立政治大學
    企業管理研究所(MBA學位學程)
    104363109
    資料來源: http://thesis.lib.nccu.edu.tw/record/#G0104363109
    資料類型: thesis
    顯示於類別:[企業管理研究所(MBA學位學程)] 學位論文

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