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題名 中美貿易戰對台灣個⼈電腦產業的影響 — 對廣達公司的案例分析
The Impact of the US-China Trade War on Taiwan’s Personal Computer (PC) Industry — A Case Study of Quanta
作者 呂祐瑩
Lu, Yu-Ying
貢獻者 薛健吾
Hsueh, Chien-Wu
呂祐瑩
Lu, Yu-Ying
關鍵詞 中美貿易戰
美中台關係
個⼈電腦產業
廣達
US-China Trade War
Taiwan-US-China Relations
PC Industry
Quanta
日期 2022
上傳時間 2-Sep-2022 15:46:33 (UTC+8)
摘要 2018 年開始，川普政府對中國啟動⼀連串的貿易戰。作為中美雙⽅重要的貿易夥伴，台灣亦可能受到貿易戰的衝擊。關於貿易戰對雙⽅和對台灣的可能衝擊，⽂獻中對於以下的四點有正反不⼀的看法：貿易戰對可能中美之中的⼀⽅帶來更⼤的經濟損害、可能對第三國（包括台灣）造成衝擊、可能升⾼到科技戰、可能對台灣的供應鏈造成影響。本⽂分析台灣最⼤的個⼈電腦原廠委託設計代⼯企業「廣達電腦」公司的個案，並且發現廣達公司透過⽣產及全球佈局、產品發展、營運優化、市場營銷等四種策略，成功地⼤幅減緩中美貿易戰對於該公司帶來的負⾯衝擊。本⽂的發現對於中美競爭的發展與兩岸關係也具有重要的政策意涵。
Since 2018, the Trump administration has imposed a series of tariffs and trade barriers on China. As a vital trading partner of China and the US, Taiwan may be affected by the trade war. There are different opinions regarding the possible implications of the conflict on the US, China, and Taiwan. Literature includes four contrasting arguments: the trade war may cause more significant economic damage to the US or China, may hit a third country (including Taiwan), may escalate into a tech war, and may impact Taiwan’s supply chain. This thesis investigates the case of Taiwan’s leading Original Design Manufacturer (ODM) of notebook PC－Quanta. The corporation implemented four strategies: production and global layout strategy, product development strategy, operational performance strategy, and market strategy, successfully mitigating the negative impact of the US-China trade war on its business ventures. The findings of this thesis have substantial policy implications for the development of US-China competition and cross-strait relations.
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描述 碩士
國立政治大學
國際研究英語碩士學位學程(IMPIS)
109862004
資料來源 http://thesis.lib.nccu.edu.tw/record/#G0109862004
資料類型 thesis
dc.contributor.advisor 薛健吾zh_TW
dc.contributor.advisor Hsueh, Chien-Wuen_US
dc.contributor.author (Authors) 呂祐瑩zh_TW
dc.contributor.author (Authors) Lu, Yu-Yingen_US
dc.creator (作者) 呂祐瑩zh_TW
dc.creator (作者) Lu, Yu-Yingen_US
dc.date (日期) 2022en_US
dc.date.accessioned 2-Sep-2022 15:46:33 (UTC+8)-
dc.date.available 2-Sep-2022 15:46:33 (UTC+8)-
dc.date.issued (上傳時間) 2-Sep-2022 15:46:33 (UTC+8)-
dc.identifier (Other Identifiers) G0109862004en_US
dc.identifier.uri (URI) http://nccur.lib.nccu.edu.tw/handle/140.119/141835-
dc.description (描述) 碩士zh_TW
dc.description (描述) 國立政治大學zh_TW
dc.description (描述) 國際研究英語碩士學位學程(IMPIS)zh_TW
dc.description (描述) 109862004zh_TW
dc.description.abstract (摘要) 2018 年開始，川普政府對中國啟動⼀連串的貿易戰。作為中美雙⽅重要的貿易夥伴，台灣亦可能受到貿易戰的衝擊。關於貿易戰對雙⽅和對台灣的可能衝擊，⽂獻中對於以下的四點有正反不⼀的看法：貿易戰對可能中美之中的⼀⽅帶來更⼤的經濟損害、可能對第三國（包括台灣）造成衝擊、可能升⾼到科技戰、可能對台灣的供應鏈造成影響。本⽂分析台灣最⼤的個⼈電腦原廠委託設計代⼯企業「廣達電腦」公司的個案，並且發現廣達公司透過⽣產及全球佈局、產品發展、營運優化、市場營銷等四種策略，成功地⼤幅減緩中美貿易戰對於該公司帶來的負⾯衝擊。本⽂的發現對於中美競爭的發展與兩岸關係也具有重要的政策意涵。zh_TW
dc.description.abstract (摘要) Since 2018, the Trump administration has imposed a series of tariffs and trade barriers on China. As a vital trading partner of China and the US, Taiwan may be affected by the trade war. There are different opinions regarding the possible implications of the conflict on the US, China, and Taiwan. Literature includes four contrasting arguments: the trade war may cause more significant economic damage to the US or China, may hit a third country (including Taiwan), may escalate into a tech war, and may impact Taiwan’s supply chain. This thesis investigates the case of Taiwan’s leading Original Design Manufacturer (ODM) of notebook PC－Quanta. The corporation implemented four strategies: production and global layout strategy, product development strategy, operational performance strategy, and market strategy, successfully mitigating the negative impact of the US-China trade war on its business ventures. The findings of this thesis have substantial policy implications for the development of US-China competition and cross-strait relations.en_US
dc.description.tableofcontents TABLE OF CONTENTS
ACKNOWLEDGMENTS 1
ABSTRACT 2
LIST OF FIGURES 6
LIST OF TABLES 7
CHAPTER 1 — INTRODUCTION 8
1.1 MOTIVATION AND GOAL 8
1.2 THE US-CHINA TRADE WAR SUMMARY 10
1.3 RESEARCH QUESTIONS 19
1.4 ARGUMENT IN BRIEF 23
1.5 METHODOLOGY AND LIMITATION 23
1.5 STRUCTURE OF THE THESIS 29
CHAPTER 2 — LITERATURE REVIEW 30
2.1 WHETHER THE TRADE WAR HURTS MORE ON THE US OR CHINA 30
2.2 THE EFFECT OF THE US-CHINA TRADE WAR ON OTHER COUNTRIES 32
2.3 US-CHINA TRADE WAR WILL ESCALATE TO A TECHNOLOGY WAR 36
2.4 THE IMPACT ON THE US – CHINA – TAIWAN SUPPLY CHAIN 40
2.5 SUMMARY 43
CHAPTER 3 — AN ANALYSIS OF TAIWAN’S PC INDUSTRY 44
3.1 AN OVERVIEW OF TAIWAN’S PC INDUSTRY 44
3.2 TAIWAN’S PC INDUSTRY RELATIONS WITH THE US AND CHINA 47
3.3 THE GENERAL IMPACT OF THE TRADE WAR ON TAIWAN’S PC INDUSTRY 51
3.4 SUMMARY 54
CHAPTER 4 — CASE STUDY ON QUANTA 55
4.1 THE INTRODUCTION OF QUANTA 55
4.2 THE POSSIBLE IMPACT OF THE TRADE WAR ON QUANTA 60
4.3 QUANTA’S RESPONSE DURING THE TRADE WAR 63
4.4 THE RESULT AFTER QUANTA’S POLICY AS A RESPONSE TO THE TRADE WAR 66
4.5 SUMMARY 73
CHAPTER 5 — CONCLUSION 75
5.1 RESEARCH FINDINGS 75
5.2 RESEARCH DISCUSSION 78
5.3 POLICY IMPLICATIONS AND FUTURE RESEARCH SUGGESTIONS 79
REFERENCES 82		zh_TW
dc.format.extent 1281474 bytes-
dc.format.mimetype application/pdf-
dc.source.uri (資料來源) http://thesis.lib.nccu.edu.tw/record/#G0109862004en_US
dc.subject (關鍵詞) 中美貿易戰zh_TW
dc.subject (關鍵詞) 美中台關係zh_TW
dc.subject (關鍵詞) 個⼈電腦產業zh_TW
dc.subject (關鍵詞) 廣達zh_TW
dc.subject (關鍵詞) US-China Trade Waren_US
dc.subject (關鍵詞) Taiwan-US-China Relationsen_US
dc.subject (關鍵詞) PC Industryen_US
dc.subject (關鍵詞) Quantaen_US
dc.title (題名) 中美貿易戰對台灣個⼈電腦產業的影響 — 對廣達公司的案例分析zh_TW
dc.title (題名) The Impact of the US-China Trade War on Taiwan’s Personal Computer (PC) Industry — A Case Study of Quantaen_US
dc.type (資料類型) thesisen_US
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dc.identifier.doi (DOI) 10.6814/NCCU202201175en_US