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題名 功率半導體廠商因應紅色供應鏈營運模式調整之研究-以L公司為例
Research on the power semiconductor manufacturers` business model adjustment in response to red supply chain impact –Taking L-corporation as an example
作者 管國平
Kuan, Kuo-Ping
貢獻者 詹文男
Tsan, Wen-Nan
管國平
Kuan, Kuo-Ping
關鍵詞 功率半導體
紅色供應鏈
產業因素
營運模式
Power Semiconductor
China’s red supply chain
Industry factors
Business models
日期 2019
上傳時間 5-Feb-2020 17:38:07 (UTC+8)
摘要 中文摘要
2012年在歐洲綠能太陽能微逆變器 (Photovoltaic Microinverter)、電動車( Electric Vehicle、HEV )逐漸普及,將原半導體基礎分離式元件帶向高效率、低耗能半導體分離式元件的需求,應用的範圍擴大、並延伸產品的利基市場;2013年在中國大陸供應商進入Apple供應鏈後,對全球產業的競爭變化,特別是台灣電子產業高度相關的半導體供應鏈,如何調整半導體IDM廠商的營運模式並結合中國紅色供應鏈的優勢是本研究主要探討的主軸。

本論文研究以個案公司為例,主要探討問題:
一、台灣功率半導體廠商在紅色供應鏈的挑戰下面臨的情勢
二、台灣功率半導體企業如何調整營運模式以因應紅色供應鏈的挑戰?

本研究是以個案研究方法,和相關文獻回顧,以Allen Afuah (2003) 經營模式(Business models) 架構,將影響企業營運績效的主要因素:產業因素和經營模式,說明一般功率半導體IDM廠商,在面臨大陸紅色供應鏈挑戰下的外在產業因素變化,台灣功率半導體廠商如何調整公司的價值活動,進而帶動公司的資源、定位及成本的相互影響,調整後公司營運績效,提供給公司因應外在產業因素的參考。

在研究的個案發現紅色供應鏈在中國政府政策輔導加上充分利用在大陸的主場優勢,取得較佳的成本,對台灣業者產生威脅,但品牌廠對紅色供應鏈品質的管控上確有疑慮,所以結合台灣功率半導體IDM廠商的品質管制經驗和品牌效應與紅色供應鏈的成本和在地優勢相互合作,調整原有營運模式達到公司獲利營運績效。
Abstract
The basic semi-conductor discrete components has toward the demand to high-ly-efficiency and lower-power consumption due to the widespread on photovoltaic mi-cro-inverter and electronic vehicle (EVs and HEVs) in Europe 2012. Also, making the scope of applications expand and extend in niche markets of products. After the suppliers on Main-land China entered Apple supply chain in 2013, the competitions has changed in global in-dustry, especially the highly relevant semiconductor supply chain in Taiwan`s electronics in-dustry.

How to adjust the operating mode of semiconductor IDM manufacturers and combine the advantages of China`s red supply chain is the main axis of this study.
A. The situation that Taiwan power semiconductor manufacturers face the challenge of red supply chain.
B. How can Taiwan power semiconductor companies adjust their operating models to meet the challenges of the red supply chain?

The research is based on the case study and related literature reviewing, the business models of Allen Afuah is the structure which will affect the main factors of business perfor-mance, industrial factors and business models, explaining the general power semiconductor IDM suppliers had faced the changes of external industrial factors under the challenges of mainland China red supply chains. How Taiwan power semiconductors can adjust the value activities and drives companies resources to value the position and cost interactions. Perfor-mance provides a reference for companies to respond to external industry factors.

At the case study that finds out the red supply chain was guided by the Chinese gov-ernment`s policy and it took full advantage of its home field advantage in the mainland to obtain better costs, which threatened Taiwanese players. However, the brand factories had the doubts of qualities controls at red supply chains. So combining the quality control experience and brand effect of Taiwan`s power semiconductor IDM manufacturers with the cost and lo-cal advantages of the red supply chain, the original operating model was adjusted to achieve the company`s profitable operating performance.
參考文獻 參考文獻
中文文獻
吳思華,(1996)。 策略九說,台北,台灣;臉譜文化
林建甫、陳華昇、譚瑾瑜、吳孟道、張博欽、唐豪駿,(2016)。「紅色供應鏈對台灣產業之影響評估」台灣證券交易所105年度委託研究計畫
施敏,伍國玨,(2008)。半導體元件物理學Physics of semiconductor Devices
陳向明,(2002)。社會科學質的研究。台北:五南出版社。 
黃昭勇,(2018)。紅潮經濟來了 拒?迎?。聯合線上。紅色供應鏈怎麼形成 
詹文男、郭家蓉、資訊電子產業研究團隊,(2015)。面對紅色供應鏈崛起之因應策略,資策會研究報 
劉孟俊,(2015)。臺灣如何因應紅色供應鏈衝擊。中華經濟研究院 大陸研究所
聶建中,(2015)。《中國製造2025》啟動大國崛起的引擎,展望與探索月刊第
13卷第7期
《中國製造 2025》重點領域技術路線圖,(2015)。中華人民共和國,國家製造
強國建設戰略諮詢委員會


英文參考文獻
Afuah, A., & Tucci, C. L. (2000). Internet business models and strategies: Text and cases. McGraw Hill Higher Education
Afuah, Allen. (2003). Business Models a strategic management approach
Aminjonov Mirhabibjon, (2009)"Marketing Introduction".
Bernd W. Wirtz, Adriano Pistoia, Sebastian Ullrich, Vincent Gottel; 2016 Business Models: Origin, Development and Future Research
Boer, F. P. (1999). The valuation of technology: Business and financial issues in R&D
Bogdan, R. C., & Biklen, S. K. (2006). Qualitative Research in Education: An Introduction to Theory and Methods: United States Edition.
Eisenhardt, K.M. (1989). Building Theories from Case Study Research. Academy of Management Review, 14(4), 532-550.
Myers, M. D. (2013). Qualitative research in business and management, Sage.
Mason, J. (2002). Qualitative researching(2nd ed.) London: Sage.
Porter, M. E. (1980). Competitive strategies: Techniques for analyzing industries and competitors.
Porter, M. E. (2008). Competitive advantage: Creating and sustaining superior performance. Simon and Schuster.
Peter Boer, (1990) .Technology valuation solution, Wiley finance
Smith, J. K. (1983). Quantitative versus Qualitative Research: An Attempt to Clarify the Issue. Educational Researcher, 12(3), 6-13.
Sarah Mishkin,(2013),“Chinese Companies Move into Supply Chain for Apple Components,” Financial Times,.
Saebi and Foss Business Model innovation
Van Maanen, J. (1979). Reclaiming Qualitative Methods for Organizational Research. Administrative Science Quarterly, 24, 520-526.
Yin, R. K. (2003). Case study research: Design and methods, 3rd edn. Applied Social Research Methods Series, vol. 5: Sage Publications, Thousand Oaks.
Yin, R. K. (2009). Case Study Research: Design and Methods(4th ed.) Thousand Oaks: SAGE.

網頁資訊:
公開資訊觀測站
https://mops.twse.com.tw/mops/web/t05st03
半導體發展年表/國立交通大學
http://www.nfc.nctu.edu.tw/history/history1_f3.htm
財團法人中華經濟研究院
http://www.cier.edu.tw/
產業情報研究所
https://mic.iii.org.tw/
台灣經濟研究院
https://www.tier.org.tw/
維基百科
https://zh.wikipedia.org/wiki/PEST
鉅亨網
https://news.cnyes.com/news/cat/headline
中國半導體行業協會
http://www.csia.net.cn/Index.asp
半導體行業觀察
https://www.chainnews.com/articles/636634322186.htm
描述 碩士
國立政治大學
經營管理碩士學程(EMBA)
105932025
資料來源 http://thesis.lib.nccu.edu.tw/record/#G0105932025
資料類型 thesis
dc.contributor.advisor 詹文男zh_TW
dc.contributor.advisor Tsan, Wen-Nanen_US
dc.contributor.author (Authors) 管國平zh_TW
dc.contributor.author (Authors) Kuan, Kuo-Pingen_US
dc.creator (作者) 管國平zh_TW
dc.creator (作者) Kuan, Kuo-Pingen_US
dc.date (日期) 2019en_US
dc.date.accessioned 5-Feb-2020 17:38:07 (UTC+8)-
dc.date.available 5-Feb-2020 17:38:07 (UTC+8)-
dc.date.issued (上傳時間) 5-Feb-2020 17:38:07 (UTC+8)-
dc.identifier (Other Identifiers) G0105932025en_US
dc.identifier.uri (URI) http://nccur.lib.nccu.edu.tw/handle/140.119/128572-
dc.description (描述) 碩士zh_TW
dc.description (描述) 國立政治大學zh_TW
dc.description (描述) 經營管理碩士學程(EMBA)zh_TW
dc.description (描述) 105932025zh_TW
dc.description.abstract (摘要) 中文摘要
2012年在歐洲綠能太陽能微逆變器 (Photovoltaic Microinverter)、電動車( Electric Vehicle、HEV )逐漸普及,將原半導體基礎分離式元件帶向高效率、低耗能半導體分離式元件的需求,應用的範圍擴大、並延伸產品的利基市場;2013年在中國大陸供應商進入Apple供應鏈後,對全球產業的競爭變化,特別是台灣電子產業高度相關的半導體供應鏈,如何調整半導體IDM廠商的營運模式並結合中國紅色供應鏈的優勢是本研究主要探討的主軸。

本論文研究以個案公司為例,主要探討問題:
一、台灣功率半導體廠商在紅色供應鏈的挑戰下面臨的情勢
二、台灣功率半導體企業如何調整營運模式以因應紅色供應鏈的挑戰?

本研究是以個案研究方法,和相關文獻回顧,以Allen Afuah (2003) 經營模式(Business models) 架構,將影響企業營運績效的主要因素:產業因素和經營模式,說明一般功率半導體IDM廠商,在面臨大陸紅色供應鏈挑戰下的外在產業因素變化,台灣功率半導體廠商如何調整公司的價值活動,進而帶動公司的資源、定位及成本的相互影響,調整後公司營運績效,提供給公司因應外在產業因素的參考。

在研究的個案發現紅色供應鏈在中國政府政策輔導加上充分利用在大陸的主場優勢,取得較佳的成本,對台灣業者產生威脅,但品牌廠對紅色供應鏈品質的管控上確有疑慮,所以結合台灣功率半導體IDM廠商的品質管制經驗和品牌效應與紅色供應鏈的成本和在地優勢相互合作,調整原有營運模式達到公司獲利營運績效。
zh_TW
dc.description.abstract (摘要) Abstract
The basic semi-conductor discrete components has toward the demand to high-ly-efficiency and lower-power consumption due to the widespread on photovoltaic mi-cro-inverter and electronic vehicle (EVs and HEVs) in Europe 2012. Also, making the scope of applications expand and extend in niche markets of products. After the suppliers on Main-land China entered Apple supply chain in 2013, the competitions has changed in global in-dustry, especially the highly relevant semiconductor supply chain in Taiwan`s electronics in-dustry.

How to adjust the operating mode of semiconductor IDM manufacturers and combine the advantages of China`s red supply chain is the main axis of this study.
A. The situation that Taiwan power semiconductor manufacturers face the challenge of red supply chain.
B. How can Taiwan power semiconductor companies adjust their operating models to meet the challenges of the red supply chain?

The research is based on the case study and related literature reviewing, the business models of Allen Afuah is the structure which will affect the main factors of business perfor-mance, industrial factors and business models, explaining the general power semiconductor IDM suppliers had faced the changes of external industrial factors under the challenges of mainland China red supply chains. How Taiwan power semiconductors can adjust the value activities and drives companies resources to value the position and cost interactions. Perfor-mance provides a reference for companies to respond to external industry factors.

At the case study that finds out the red supply chain was guided by the Chinese gov-ernment`s policy and it took full advantage of its home field advantage in the mainland to obtain better costs, which threatened Taiwanese players. However, the brand factories had the doubts of qualities controls at red supply chains. So combining the quality control experience and brand effect of Taiwan`s power semiconductor IDM manufacturers with the cost and lo-cal advantages of the red supply chain, the original operating model was adjusted to achieve the company`s profitable operating performance.
en_US
dc.description.tableofcontents 目錄
第一章 緒論 1
第一節 研究背景與動機 1
第二節 研究目的與問題 3
第三節 關鍵名詞釋義 3
第四節 研究範圍 4
第五節 論文結構與研究流程 4
第二章 文獻探討 6
第一節 功率半導體元件 6
第二節 紅色供應鏈 8
第三節 營運模式 11
第三章 研究方法 23
第一節 研究架構 23
第二節 研究構念與研究變數說明 24
第三節 研究方法 24
第四節 研究工具 27
第五節 訪談對象 27
第六節 資料蒐集 29
第四章 研究結果 30
第一節 個案說明 30
第二節 研究發現與討論 46
第五章 結論與建議 66
第一節 結論 66
第二節 建議 69
第三節 研究限制 71
參考文獻 72
附錄 訪談紀錄 75
zh_TW
dc.format.extent 4119902 bytes-
dc.format.mimetype application/pdf-
dc.source.uri (資料來源) http://thesis.lib.nccu.edu.tw/record/#G0105932025en_US
dc.subject (關鍵詞) 功率半導體zh_TW
dc.subject (關鍵詞) 紅色供應鏈zh_TW
dc.subject (關鍵詞) 產業因素zh_TW
dc.subject (關鍵詞) 營運模式zh_TW
dc.subject (關鍵詞) Power Semiconductoren_US
dc.subject (關鍵詞) China’s red supply chainen_US
dc.subject (關鍵詞) Industry factorsen_US
dc.subject (關鍵詞) Business modelsen_US
dc.title (題名) 功率半導體廠商因應紅色供應鏈營運模式調整之研究-以L公司為例zh_TW
dc.title (題名) Research on the power semiconductor manufacturers` business model adjustment in response to red supply chain impact –Taking L-corporation as an exampleen_US
dc.type (資料類型) thesisen_US
dc.relation.reference (參考文獻) 參考文獻
中文文獻
吳思華,(1996)。 策略九說,台北,台灣;臉譜文化
林建甫、陳華昇、譚瑾瑜、吳孟道、張博欽、唐豪駿,(2016)。「紅色供應鏈對台灣產業之影響評估」台灣證券交易所105年度委託研究計畫
施敏,伍國玨,(2008)。半導體元件物理學Physics of semiconductor Devices
陳向明,(2002)。社會科學質的研究。台北:五南出版社。 
黃昭勇,(2018)。紅潮經濟來了 拒?迎?。聯合線上。紅色供應鏈怎麼形成 
詹文男、郭家蓉、資訊電子產業研究團隊,(2015)。面對紅色供應鏈崛起之因應策略,資策會研究報 
劉孟俊,(2015)。臺灣如何因應紅色供應鏈衝擊。中華經濟研究院 大陸研究所
聶建中,(2015)。《中國製造2025》啟動大國崛起的引擎,展望與探索月刊第
13卷第7期
《中國製造 2025》重點領域技術路線圖,(2015)。中華人民共和國,國家製造
強國建設戰略諮詢委員會


英文參考文獻
Afuah, A., & Tucci, C. L. (2000). Internet business models and strategies: Text and cases. McGraw Hill Higher Education
Afuah, Allen. (2003). Business Models a strategic management approach
Aminjonov Mirhabibjon, (2009)"Marketing Introduction".
Bernd W. Wirtz, Adriano Pistoia, Sebastian Ullrich, Vincent Gottel; 2016 Business Models: Origin, Development and Future Research
Boer, F. P. (1999). The valuation of technology: Business and financial issues in R&D
Bogdan, R. C., & Biklen, S. K. (2006). Qualitative Research in Education: An Introduction to Theory and Methods: United States Edition.
Eisenhardt, K.M. (1989). Building Theories from Case Study Research. Academy of Management Review, 14(4), 532-550.
Myers, M. D. (2013). Qualitative research in business and management, Sage.
Mason, J. (2002). Qualitative researching(2nd ed.) London: Sage.
Porter, M. E. (1980). Competitive strategies: Techniques for analyzing industries and competitors.
Porter, M. E. (2008). Competitive advantage: Creating and sustaining superior performance. Simon and Schuster.
Peter Boer, (1990) .Technology valuation solution, Wiley finance
Smith, J. K. (1983). Quantitative versus Qualitative Research: An Attempt to Clarify the Issue. Educational Researcher, 12(3), 6-13.
Sarah Mishkin,(2013),“Chinese Companies Move into Supply Chain for Apple Components,” Financial Times,.
Saebi and Foss Business Model innovation
Van Maanen, J. (1979). Reclaiming Qualitative Methods for Organizational Research. Administrative Science Quarterly, 24, 520-526.
Yin, R. K. (2003). Case study research: Design and methods, 3rd edn. Applied Social Research Methods Series, vol. 5: Sage Publications, Thousand Oaks.
Yin, R. K. (2009). Case Study Research: Design and Methods(4th ed.) Thousand Oaks: SAGE.

網頁資訊:
公開資訊觀測站
https://mops.twse.com.tw/mops/web/t05st03
半導體發展年表/國立交通大學
http://www.nfc.nctu.edu.tw/history/history1_f3.htm
財團法人中華經濟研究院
http://www.cier.edu.tw/
產業情報研究所
https://mic.iii.org.tw/
台灣經濟研究院
https://www.tier.org.tw/
維基百科
https://zh.wikipedia.org/wiki/PEST
鉅亨網
https://news.cnyes.com/news/cat/headline
中國半導體行業協會
http://www.csia.net.cn/Index.asp
半導體行業觀察
https://www.chainnews.com/articles/636634322186.htm
zh_TW
dc.identifier.doi (DOI) 10.6814/NCCU201901319en_US