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題名 中美貿易戰下美國封殺華為對華為在台核心供應鏈之影響
The impact of Huawei ban on Huawei Core Supply Chain in Taiwan under the trade war between China and U.S作者 蘇耀德
Su, Yao-Te貢獻者 洪叔民
Horng, Shwu-Min
蘇耀德
Su, Yao-Te關鍵詞 中美貿易戰
核心供應商
封殺華為
營收預估
風險
trade war
Huawei ban
Core Supply
risk日期 2019 上傳時間 5-Sep-2019 17:38:08 (UTC+8) 摘要 目前全球經濟及貿易情勢，正受到中美貿易戰的影響，其中重點事件無非為「美國封殺華」。而在此背景下華為在台核心供應鏈無疑會受到重大影響。本研究之目的為分析華為在台核心供應鏈受此事件影響下，企業自身彈性及競爭力高低與否，以及財務面之影響程度高低為何。本研究在研究方法主要透過採取個案研究法，針對華為在台10家核心供應商進行兩面向之分析，分別為「財務表現」及「企業風險承受」。在「財務表現」透過2018華為占總營收比例及2019年華為占總營收預估比例，算出企業受華為影響之變化率。在「企業風險承受」中透過三面向之指標進行分析。最後結合「財務表現」及「企業風險承受」兩者為一矩陣，進行更進一步之供應商曝險分析 。研究發現透過「財務表現」及「企業風險承受」兩面向之結合，可將華為在台核心供應商所受之風險程度分成高、中、低三族群，可進一步看出其在座標軸上之位置，並建立一事件下之分析架構，期許後續相關研究可以加入其他不同變數，使本架構更具適用性及完整性。
The global economic and trade situations are affected by the trade war between China and the U.S. and the key event is “ Huawei ban.” Under this situation, Huawei’s core supply chain in Taiwan will undoubtedly be affected significantly. The purpose of this study is to analyze how the Huawei’s core supply chain in Taiwan is affected in term of the company’s flexibility, competitiveness, and the financial impact.The study focuses on Huawei’s 10 core suppliers in Taiwan from two aspects including financial performance and enterprise flexibility. In the “financial performance” aspect, the core suppliers’ total revenues are used to estimate the decline ratio that might be influenced by Huawei. In the “enterprise flexibility” aspect analyze through three- dimension indicators.The study found that through the combination of “financial performance” and “enterprise flexibility”, can divided Huawei’s core suppliers into high, medium and low three groups, and in order to see each supplier position on the coordinate axis and the risk exposure. The study establishes a framework to analyze an event, and the further research could incorporate other variables to make the model more applicable and complete.參考文獻 英文文獻1.Blackhurst, J. V., Scheibe, K. P., & Johnson, D. J. (2008). Supplier risk assessment and monitoring for the automotive industry. International Journal of Physical Distribution & Logistics Management, 38(2), 143-165.2.Capon, N., Farley, J. U., & Hoenig, S. (1990). Determinants of financial performance: a meta-analysis. Management science, 36(10), 1143-1159.3.DRAMeXchange. （2019）. 【Market View】DRAM Revenue Took a Turn for the Worse in 4Q18; Suppliers Declining in Profitability, Says TrendForce. 2019, March 29, Retrieved from https://www.dramexchange.com/WeeklyResearch/Post/2/5230.html4.GEMALTO. （2018）. Gemalto to Protect 5G Next Generation Networks from Cyber-Attacks with Intel® Software Guard Extensions. 2019, March 30, Retrieved from https://www.businesswire.com/news/home/20180416005551/en/Gemalto-Protect-5G-Generation-Networks-Cyber-Attacks-Intel%C2%AE5.Gompers, P., Ishii, J., & Metrick, A. (2003). Corporate governance and equity prices. The Quarterly Journal of Economics, 118(1), 107-156.6.GSMA Intelligence. （2014）. The Mobile Economy 2014. 2019, April 29, Retrieved from https://www.gsmaintelligence.com/research/?file=bb688b369d64cfd5b4e05a1ccfcbcb48&download7.Hallikas, J., Karvonen, I., Pulkkinen, U., Virolainen, V. M., & Tuominen, M. (2004). Risk management processes in supplier networks. International Journal of Production Economics, 90(1), 47-58.8.Hertenstein, J. H., & Platt, M. B. (2000). Performance measures and management control in new product development. Accounting Horizons, 14(3), 303-323.9.IC Insights. （2016）. Total Memory Market Forecast to Increase 10% in 2017. 2019, June 15, Retrieved from http://www.icinsights.com/news/bulletins/Total-Memory-Market-Forecast-To-Increase-10-In-2017/10.IDC. （2019）. Worldwide Smartphone Forecast, 2019–2023. 2019, June 15, Retrieved from https://www.idc.com/getdoc.jsp?containerId=US4491661911.Jüttner, U., Peck, H., & Christopher, M. (2003). Supply chain risk management: outlining an agenda for future research. International Journal of Logistics: Research and Applications, 6(4), 197-210.12.Love, I., & Klapper, L. F. (2002). Corporate governance, investor protection, and performance in emerging markets. The World Bank.13.Lucintel（2019）. Printed Circuit Board （PCB） Market Report: Trends, Forecast and Competitive Analysis. 2019, June 15, Retrieved from https://www.lucintel.com/pcb-markets.aspx#/14.Norrman, A., & Jansson, U. (2004). Ericsson`s proactive supply chain risk management approach after a serious sub-supplier accident. International Journal of Physical Distribution & Logistics Management, 34(5), 434-456.15.Orbisresearch. （2019）. Global Electronics manufacturing services （EMS） Market 2019 by Manufacturers, Regions, Type and Application, Forecast to 2024. 2019, June 20, Retrieved from https://www.orbisresearch.com/reports/index/global-electronics-manufacturing-services-ems-market-2019-by-manufacturers-regions-type-and-application-forecast-to-202416.Reed, R., Lemak, D. J., & Montgomery, J. C. (1996). Beyond process: TQM content and firm performance. Academy of Management Review, 21(1), 173-202.17.Steers, R. M. (1975). Problems in the measurement of organizational effectiveness. Administrative Sscience Quarterly, 546-558.18.TechNavio. （2019）. Global System-on-Chip （SoC） Market 2019-2023. （ID: 4772977 ） 2019, June 20, Retrieved from https://www.researchandmarkets.com/reports/4772977/global-system-on-chip-soc-market-2019-202319.Tsai, K. H., & Wang, J. C. (2004). R&D Productivity and the Spillover Effects of High‐tech Industry on the Traditional Manufacturing Sector: The Case of Taiwan. World Economy, 27(10), 1555-1570.20.Venkatraman, N., & Ramanujam, V. (1987). Measurement of business economic performance: An examination of method convergence. Journal of Management, 13(1), 109-122.21.Waring, A., & Glendon, A. I. (1998). Managing risk. Cengage Learning EMEA.22.Welsh Assembly Government. (2006). Risk essentials, a risk management framework. Cardiff: Walsh Assembly Government. WAG, UK, 2006, p. 3123.Yole Développement. （2018）。Advanced packaging technologies are key for semiconductor innovation. 2019, June 20, Retrieved from http://www.yole.fr/AdvancedPackagingIndustry_MarketStatus.aspx#.XUu6xOgzaHu24.Zsidisin, G. A. (2003). A grounded definition of supply risk. Journal of Purchasing and Supply Management, 9(5-6), 217-224.中文文獻:1.吳建華、謝發昱、黃俊峰、陳銘凱（2004）。個案研究。載於潘慧玲主編，教育研究的取徑：概念與應用（頁199-236）。台北：高等教育文化事業有限公司。2.李大嵩、胡志男、賴偉勝、葉洸亘、戴子豪 （2015年7月1日）。未來世界5G大演進。「資訊安全開放資料平台研發與惡意程式知識庫維運」計畫之分項計畫六：5G行動寬頻技術發展趨勢研究」。已出版。3.林孟彥、林均妍（譯）（2010）。管理學 （第10版） Management（原作者：Stephen P. Robbins, Mary Coulter）。台灣：華泰文化事業股份有限公司。（原著出版年：2008）4.倪衍森、黃寶玉*、康唯珍（2011），「公司治理會增強或削弱競爭力與多角化對公司價值影響？」，商管科技季刊，第12卷，第2期，頁175-208。5.陳李綢（2000）。個案研究（再版）。台北：心理出版社。6.陳萬淇（1992），個案研究法。台北：華泰書局。7.陳鴻俊（2017）。「公司治理評鑑與財務績效關聯性之探討─以臺灣電子電源業上市櫃公司為例」。國立中央大學高階主管企管碩士班，未出版之碩士論文。8.黃馨嬅（2010）。「公司治理品質、經營策略對經營績效之影響-以通過中華公司治理協會公司治理評鑑之上市櫃公司為例」，國立臺北大學企業管理學系，未出版之碩士論文。9.楊迺仁（2019）。美墨加貿易協定 USMCA 出爐。貿易雜誌，331期，44。10.葉重新（2001）。教育研究法。台北：心理出版社。11.賴怡琳（2019）。「公司治理評鑑結果與公司長期財務績效之關聯」。東吳大學會計學系，未出版之碩士論文。12.鍾如林（2010）。「成長－市佔」模式對公司價值與績效之影響－以台灣之通訊業為例，國立高雄應用科技大學商務經營研究所，未出版碩士論文。13.蘇迪惠（1992）。多籍企業績效評估方式之研究-台灣地區之實證。政治大學會計研究所未出版之碩士論文。 描述 碩士
國立政治大學
企業管理研究所(MBA學位學程)
106363110資料來源 http://thesis.lib.nccu.edu.tw/record/#G1063631101 資料類型 thesis dc.contributor.advisor 洪叔民 zh_TW dc.contributor.advisor Horng, Shwu-Min en_US dc.contributor.author (Authors) 蘇耀德 zh_TW dc.contributor.author (Authors) Su, Yao-Te en_US dc.creator (作者) 蘇耀德 zh_TW dc.creator (作者) Su, Yao-Te en_US dc.date (日期) 2019 en_US dc.date.accessioned 5-Sep-2019 17:38:08 (UTC+8) - dc.date.available 5-Sep-2019 17:38:08 (UTC+8) - dc.date.issued (上傳時間) 5-Sep-2019 17:38:08 (UTC+8) - dc.identifier (Other Identifiers) G1063631101 en_US dc.identifier.uri (URI) http://nccur.lib.nccu.edu.tw/handle/140.119/125964 - 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) 106363110 zh_TW dc.description.abstract (摘要) 目前全球經濟及貿易情勢，正受到中美貿易戰的影響，其中重點事件無非為「美國封殺華」。而在此背景下華為在台核心供應鏈無疑會受到重大影響。本研究之目的為分析華為在台核心供應鏈受此事件影響下，企業自身彈性及競爭力高低與否，以及財務面之影響程度高低為何。本研究在研究方法主要透過採取個案研究法，針對華為在台10家核心供應商進行兩面向之分析，分別為「財務表現」及「企業風險承受」。在「財務表現」透過2018華為占總營收比例及2019年華為占總營收預估比例，算出企業受華為影響之變化率。在「企業風險承受」中透過三面向之指標進行分析。最後結合「財務表現」及「企業風險承受」兩者為一矩陣，進行更進一步之供應商曝險分析 。研究發現透過「財務表現」及「企業風險承受」兩面向之結合，可將華為在台核心供應商所受之風險程度分成高、中、低三族群，可進一步看出其在座標軸上之位置，並建立一事件下之分析架構，期許後續相關研究可以加入其他不同變數，使本架構更具適用性及完整性。 zh_TW dc.description.abstract (摘要) The global economic and trade situations are affected by the trade war between China and the U.S. and the key event is “ Huawei ban.” Under this situation, Huawei’s core supply chain in Taiwan will undoubtedly be affected significantly. The purpose of this study is to analyze how the Huawei’s core supply chain in Taiwan is affected in term of the company’s flexibility, competitiveness, and the financial impact.The study focuses on Huawei’s 10 core suppliers in Taiwan from two aspects including financial performance and enterprise flexibility. In the “financial performance” aspect, the core suppliers’ total revenues are used to estimate the decline ratio that might be influenced by Huawei. In the “enterprise flexibility” aspect analyze through three- dimension indicators.The study found that through the combination of “financial performance” and “enterprise flexibility”, can divided Huawei’s core suppliers into high, medium and low three groups, and in order to see each supplier position on the coordinate axis and the risk exposure. The study establishes a framework to analyze an event, and the further research could incorporate other variables to make the model more applicable and complete. en_US dc.description.tableofcontents 目錄第一章-緒論-1第一節-研究動機與目的-1第二節-研究架構-2第二章-文獻探討-4第一節-研究背景及相關文獻-4第二節-個案研究法-16第三節-採取個案研究法之目的及文獻-17第四節-相關文獻探討-18第三章-研究方法-23第一節-分析方法-23第二節-建立研究架構-25第四章-分析結果-26第一節-核心企業財務分析-26第二節-核心企業風險承受分析-31第三節-共同分析-41第五章-結論與研究貢獻-43第一節-研究與結論-43第二節-研究貢獻-44第三節-研究限制-45第四節-未來建議-46參考文獻-47附錄-56 zh_TW dc.format.extent 1682911 bytes - dc.format.mimetype application/pdf - dc.source.uri (資料來源) http://thesis.lib.nccu.edu.tw/record/#G1063631101 en_US dc.subject (關鍵詞) 中美貿易戰 zh_TW dc.subject (關鍵詞) 核心供應商 zh_TW dc.subject (關鍵詞) 封殺華為 zh_TW dc.subject (關鍵詞) 營收預估 zh_TW dc.subject (關鍵詞) 風險 zh_TW dc.subject (關鍵詞) trade war en_US dc.subject (關鍵詞) Huawei ban en_US dc.subject (關鍵詞) Core Supply en_US dc.subject (關鍵詞) risk en_US dc.title (題名) 中美貿易戰下美國封殺華為對華為在台核心供應鏈之影響 zh_TW dc.title (題名) The impact of Huawei ban on Huawei Core Supply Chain in Taiwan under the trade war between China and U.S en_US dc.type (資料類型) thesis en_US dc.relation.reference (參考文獻) 英文文獻1.Blackhurst, J. V., Scheibe, K. P., & Johnson, D. J. (2008). Supplier risk assessment and monitoring for the automotive industry. International Journal of Physical Distribution & Logistics Management, 38(2), 143-165.2.Capon, N., Farley, J. U., & Hoenig, S. (1990). Determinants of financial performance: a meta-analysis. Management science, 36(10), 1143-1159.3.DRAMeXchange. （2019）. 【Market View】DRAM Revenue Took a Turn for the Worse in 4Q18; Suppliers Declining in Profitability, Says TrendForce. 2019, March 29, Retrieved from https://www.dramexchange.com/WeeklyResearch/Post/2/5230.html4.GEMALTO. （2018）. Gemalto to Protect 5G Next Generation Networks from Cyber-Attacks with Intel® Software Guard Extensions. 2019, March 30, Retrieved from https://www.businesswire.com/news/home/20180416005551/en/Gemalto-Protect-5G-Generation-Networks-Cyber-Attacks-Intel%C2%AE5.Gompers, P., Ishii, J., & Metrick, A. (2003). Corporate governance and equity prices. The Quarterly Journal of Economics, 118(1), 107-156.6.GSMA Intelligence. （2014）. The Mobile Economy 2014. 2019, April 29, Retrieved from https://www.gsmaintelligence.com/research/?file=bb688b369d64cfd5b4e05a1ccfcbcb48&download7.Hallikas, J., Karvonen, I., Pulkkinen, U., Virolainen, V. M., & Tuominen, M. (2004). Risk management processes in supplier networks. International Journal of Production Economics, 90(1), 47-58.8.Hertenstein, J. H., & Platt, M. B. (2000). Performance measures and management control in new product development. Accounting Horizons, 14(3), 303-323.9.IC Insights. （2016）. Total Memory Market Forecast to Increase 10% in 2017. 2019, June 15, Retrieved from http://www.icinsights.com/news/bulletins/Total-Memory-Market-Forecast-To-Increase-10-In-2017/10.IDC. （2019）. Worldwide Smartphone Forecast, 2019–2023. 2019, June 15, Retrieved from https://www.idc.com/getdoc.jsp?containerId=US4491661911.Jüttner, U., Peck, H., & Christopher, M. (2003). Supply chain risk management: outlining an agenda for future research. International Journal of Logistics: Research and Applications, 6(4), 197-210.12.Love, I., & Klapper, L. F. (2002). Corporate governance, investor protection, and performance in emerging markets. The World Bank.13.Lucintel（2019）. Printed Circuit Board （PCB） Market Report: Trends, Forecast and Competitive Analysis. 2019, June 15, Retrieved from https://www.lucintel.com/pcb-markets.aspx#/14.Norrman, A., & Jansson, U. (2004). Ericsson`s proactive supply chain risk management approach after a serious sub-supplier accident. International Journal of Physical Distribution & Logistics Management, 34(5), 434-456.15.Orbisresearch. （2019）. Global Electronics manufacturing services （EMS） Market 2019 by Manufacturers, Regions, Type and Application, Forecast to 2024. 2019, June 20, Retrieved from https://www.orbisresearch.com/reports/index/global-electronics-manufacturing-services-ems-market-2019-by-manufacturers-regions-type-and-application-forecast-to-202416.Reed, R., Lemak, D. J., & Montgomery, J. C. (1996). Beyond process: TQM content and firm performance. Academy of Management Review, 21(1), 173-202.17.Steers, R. M. (1975). Problems in the measurement of organizational effectiveness. Administrative Sscience Quarterly, 546-558.18.TechNavio. （2019）. Global System-on-Chip （SoC） Market 2019-2023. （ID: 4772977 ） 2019, June 20, Retrieved from https://www.researchandmarkets.com/reports/4772977/global-system-on-chip-soc-market-2019-202319.Tsai, K. H., & Wang, J. C. (2004). R&D Productivity and the Spillover Effects of High‐tech Industry on the Traditional Manufacturing Sector: The Case of Taiwan. World Economy, 27(10), 1555-1570.20.Venkatraman, N., & Ramanujam, V. (1987). Measurement of business economic performance: An examination of method convergence. Journal of Management, 13(1), 109-122.21.Waring, A., & Glendon, A. I. (1998). Managing risk. Cengage Learning EMEA.22.Welsh Assembly Government. (2006). Risk essentials, a risk management framework. Cardiff: Walsh Assembly Government. WAG, UK, 2006, p. 3123.Yole Développement. （2018）。Advanced packaging technologies are key for semiconductor innovation. 2019, June 20, Retrieved from http://www.yole.fr/AdvancedPackagingIndustry_MarketStatus.aspx#.XUu6xOgzaHu24.Zsidisin, G. A. (2003). A grounded definition of supply risk. Journal of Purchasing and Supply Management, 9(5-6), 217-224.中文文獻:1.吳建華、謝發昱、黃俊峰、陳銘凱（2004）。個案研究。載於潘慧玲主編，教育研究的取徑：概念與應用（頁199-236）。台北：高等教育文化事業有限公司。2.李大嵩、胡志男、賴偉勝、葉洸亘、戴子豪 （2015年7月1日）。未來世界5G大演進。「資訊安全開放資料平台研發與惡意程式知識庫維運」計畫之分項計畫六：5G行動寬頻技術發展趨勢研究」。已出版。3.林孟彥、林均妍（譯）（2010）。管理學 （第10版） Management（原作者：Stephen P. Robbins, Mary Coulter）。台灣：華泰文化事業股份有限公司。（原著出版年：2008）4.倪衍森、黃寶玉*、康唯珍（2011），「公司治理會增強或削弱競爭力與多角化對公司價值影響？」，商管科技季刊，第12卷，第2期，頁175-208。5.陳李綢（2000）。個案研究（再版）。台北：心理出版社。6.陳萬淇（1992），個案研究法。台北：華泰書局。7.陳鴻俊（2017）。「公司治理評鑑與財務績效關聯性之探討─以臺灣電子電源業上市櫃公司為例」。國立中央大學高階主管企管碩士班，未出版之碩士論文。8.黃馨嬅（2010）。「公司治理品質、經營策略對經營績效之影響-以通過中華公司治理協會公司治理評鑑之上市櫃公司為例」，國立臺北大學企業管理學系，未出版之碩士論文。9.楊迺仁（2019）。美墨加貿易協定 USMCA 出爐。貿易雜誌，331期，44。10.葉重新（2001）。教育研究法。台北：心理出版社。11.賴怡琳（2019）。「公司治理評鑑結果與公司長期財務績效之關聯」。東吳大學會計學系，未出版之碩士論文。12.鍾如林（2010）。「成長－市佔」模式對公司價值與績效之影響－以台灣之通訊業為例，國立高雄應用科技大學商務經營研究所，未出版碩士論文。13.蘇迪惠（1992）。多籍企業績效評估方式之研究-台灣地區之實證。政治大學會計研究所未出版之碩士論文。 zh_TW dc.identifier.doi (DOI) 10.6814/NCCU201901144 en_US
