| dc.contributor.advisor | 洪叔民 | zh_TW |
| dc.contributor.advisor | Horng, Shwu-Min | en_US |
| dc.contributor.author (作者) | 蕭恩喬 | zh_TW |
| dc.contributor.author (作者) | Hsiao, En-Chiao | en_US |
| dc.creator (作者) | 蕭恩喬 | zh_TW |
| dc.creator (作者) | Hsiao, En-Chiao | en_US |
| dc.date (日期) | 2019 | en_US |
| dc.date.accessioned | 5-九月-2019 17:37:31 (UTC+8) | - |
| dc.date.available | 5-九月-2019 17:37:31 (UTC+8) | - |
| dc.date.issued (上傳時間) | 5-九月-2019 17:37:31 (UTC+8) | - |
| dc.identifier (其他 識別碼) | G1063630701 | en_US |
| dc.identifier.uri (URI) | http://nccur.lib.nccu.edu.tw/handle/140.119/125961 | - |
| dc.description (描述) | 碩士 | zh_TW |
| dc.description (描述) | 國立政治大學 | zh_TW |
| dc.description (描述) | 企業管理研究所(MBA學位學程) | zh_TW |
| dc.description (描述) | 106363070 | zh_TW |
| dc.description.abstract (摘要) | 「半導體產業」是現今科技世界中不可或缺的一環，從現有的智慧型手機、筆記型電腦，到未來趨勢的擴增實境、3D成像、物聯網、穿戴式裝置、無人駕駛等等新科技皆是需要仰賴半導體的發展。近幾年由於中美貿易戰及紅色供應鏈的緣故，半導體產業開始有些變動，台灣身為全球數一數二的半導體王國，不得不正視此兩議題帶來的影響，故本研究旨在使用五力分析及採用部分PEST模型以探討台灣晶圓代工產業龍頭台積電於上述所提及的雙重影響下的變動，並同步分析中國IC製造業龍頭中芯國際，對兩者進行比較。五力分析中，由於台積電市佔率逾全球的50%，不可取代性極高，本研究認為只有潛在競爭者此競爭力較具威脅性。而本文所定義最可能之潛在競爭者為紅色供應鏈，但由於中國目前產能不足、尚離自產以滿足內需市場有一大段的差距，而中美貿易戰、技術研發能力落後又使得中國半導體產業發展受阻，故本研究認為其威脅在近幾年間可能對台積電傷害不大。另一部分，台積電在2018下半年於南京設廠以供中國內需市場，但因為中美貿易戰的華為禁令的關係，中國對高階智慧機的內需放緩，使得南京廠產能利用有下降趨勢，進而影響到台積電的獲利情形。在此雙重作用力下，本研究認為短期內可能會對台積電的獲利有所減損，但長期來看，由於5C世代的來臨、自動駕駛的研究、高效能運算的研究都會需要半導體的支持，而台積電在技術方面遙遙領先其競爭對手，可取代性低的情況下，於未來的前景還是頗為看好。此外，台積電亦有可能於未來進入目前看好的明星產業記憶體IC製造市場，若發展得宜，屆時甚至將使獲利率更為可觀。 | zh_TW |
| dc.description.abstract (摘要) | "Semiconductor Industry" is an indispensable part nowadays. Many products including smartphones, notebooks, the future of AR, 3D imaging, IoT, wearable devices, cannot be produced without IC components. Any kinds of new technology all rely on the development of semiconductors. In the recent two years, the US-China trade war and the development of red supply chain lead to some changes in the semiconductor industry which is the key industry in Taiwan. Therefore, we have to face the impact of two international issues mentioned above. This study uses five-force analysis and partial PEST model to explore the changes in TSMC, Taiwan`s foundry industry leader, under the dual impacts mentioned above while simultaneously analyze China`s IC manufacturing leader SMIC.In five-force analysis, TSMC`s market share exceeds 50% of the global market, and its irreplaceability is extremely high. This study believes that only potential competitor force possesses minacity. The most likely potential competitor defined in this paper is the red supply chain. However, due to the lack of capacity in China, there is still a large domestic demand gap needing filling. In addition, the lack of China’s technological development capabilities make its semiconductor development hindered, so this study believes that this threat may not cause significant damage to TSMC in recent years.On the other hand, TSMC set up a factory in Nanjing in 2018 to supply China’s domestic demand. However, the US government’s ban to Huawei led to a downward trend in the utilization of Nanjing’s plant capacity, which definitely affected the profitability of TSMC.Under this dual causes, this study suggests that TSMC`s profit may be degraded in the short term. However, its prospects for the future are quite promising, because the advent of the 5C, research on autonomous driving, and high-performance computing all need the support of semiconductor and TSMC is far ahead of other competitors in term of technological development. In addition, TSMC may also enter the memory IC manufacturing market, currently considered as the emerging industry in the future. If it develops properly, it will make the revenue even more impressive. | en_US |
| dc.description.tableofcontents | 中文摘要 iAbstract ii目錄 iv圖錄 vi表錄 vii第一章 緒論 11.1 研究背景 11.2 研究動機及目的 21.3 研究範圍及對象 31.4 研究流程 4第二章 文獻探討 52.1 量化比較之相關文獻 52.2 質化比較之相關文獻 62.3 PEST 分析 62.4 Porter五力分析模型 9第三章 背景及個案介紹 133.1 半導體產業簡介 133.1.1 台灣積體電路公司介紹 193.1.2 中芯國際公司介紹 203.2 中美貿易戰 213.3半導體產業分析 243.3.1 全球市場趨勢分析 243.3.2 台灣半導體產業分析 27第四章 研究分析 294.1台積電之五力分析 294.1.1 現有競爭者分析 294.1.2 潛在競爭者—紅色供應鏈 314.1.3 替代品的威脅 344.1.4 供應商議價力 354.1.5 買家議價力 364.2中芯國際之五力分析 384.2.1 現有競爭者 384.2.2 潛在競爭者 384.2.3 替代品威脅 394.2.4 供應商議價力 394.2.5買家議價力 404.3中美貿易戰對台積電的影響 424.4未來策略 45第五章 結論 47參考文獻 49 | zh_TW |
| dc.format.extent | 6204185 bytes | - |
| dc.format.mimetype | application/pdf | - |
| dc.source.uri (資料來源) | http://thesis.lib.nccu.edu.tw/record/#G1063630701 | en_US |
| dc.subject (關鍵詞) | 台積電 | zh_TW |
| dc.subject (關鍵詞) | 半導體產業 | zh_TW |
| dc.subject (關鍵詞) | 紅色供應鏈 | zh_TW |
| dc.subject (關鍵詞) | 中美貿易戰 | zh_TW |
| dc.subject (關鍵詞) | Semiconductor Industry | en_US |
| dc.subject (關鍵詞) | TSMC | en_US |
| dc.subject (關鍵詞) | US-China trade war | en_US |
| dc.subject (關鍵詞) | Red supply chain | en_US |
| dc.title (題名) | 紅色供應鏈及中美貿易戰對台灣半導體之影響—以台積電為例 | zh_TW |
| dc.title (題名) | The impact of Red Supply Chain and US-China Trade War on Taiwan semiconductors: Taking TSMC as an example | en_US |
| dc.type (資料類型) | thesis | en_US |
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| dc.identifier.doi (DOI) | 10.6814/NCCU201900891 | en_US |
