學術產出-學位論文

文章檢視/開啟

書目匯出

Google ScholarTM

政大圖書館

引文資訊

TAIR相關學術產出

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 2-九月-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.
參考文獻 Allison, G. (2015). “The Thucydides’s Trap.” The Next Great War? The Roots of World War I and the Risk of US-China Conflict.

Alva, M. (2018). U.S. leads in tech innovation despite strong global competition.
https://info.kpmg.us/news-perspectives/technology-innovation/us-extends-techinnovation-leadership.html

Bartz, D., & Christian, S. (2019, January 16). U.S. legislation steps up pressure on Huawei and ZTE, China calls it “hysteria.” Reuters. https://www.reuters.com/article/usa-china-huawei-tech-idINKCN1PA2LQ

Basedow, R. (2019, October 17). The US-China trade war: Risks and opportunities for the EU and the United Kingdom. EUROPP. https://blogs.lse.ac.uk/europpblog/2019/10/17/the-us-china-trade-war-risks-andopportunities-for-the-eu-and-the-united-kingdom/

Bloomberg Businessweek. (2020). Taiwan’s Tech Industry in the Post-Trump Era.
https://medium.com/bloomberg-businessweek-chineseedition/%E5%BE%8C%E7%89%B9%E6%9C%97%E6%99%AE%E6%99%82
%E4%BB%A3%E7%9A%84%E5%8F%B0%E7%81%A3%E7%A7%91%E6%
8A%80%E6%A5%AD-3a912922bfc5

Blumenthal, D., & Zhang, L. (2021, June 2). China Is Stealing Our Technology and Intellectual Property. Congress Must Stop It. National Review. https://www.nationalreview.com/2021/06/china-is-stealing-our-technology-andintellectual-property-congress-must-stop-it/

Burnson, P. (2019). Tariff hike on Chinese imports likely to hurt average consumer, says RILA. https://www.logisticsmgmt.com/article/tariff_hike_on_chinese_imports_likely_t
o_hurt_average_consumer_says_rila

Business Today. (2019). [Fourth round of US-China trade war] Taiwan’s notebook PCs are involved in the war, will the net profit margin of about 2% evaporate? TechOrange. https://buzzorange.com/techorange/2019/08/07/trade-war-pc-tariff/

Cai, K. G. (2018). The One Belt One Road and the Asian Infrastructure Investment Bank: Beijing’s New Strategy of Geoeconomics and Geopolitics. Journal of Contemporary China, 27(114), 831–847. https://doi.org/10.1080/10670564.2018.1488101

Chang, C. (2019). The U.S.-China Trade War and Its Implications for Taiwan’s Economic Structure. 18.

Chen, A. W., Chen, J., & Dondeti, V. R. (2020). The US-China trade war: Dominance of trade or technology? Applied Economics Letters, 27(11), 904–909. https://doi.org/10.1080/13504851.2019.1646860

Chen, J.-L. (2019). Discussion on the Impact of Sino-US Trade War on Taiwanese Manufacturing. International Journal of Business and Management, 14(7), 70. https://doi.org/10.5539/ijbm.v14n7p70

Chen Y. (2019). Unstoppable Migration! Dell, HP cut production capacity in China, seek refuge in Southeast Asia. Business Next. https://today.line.me/tw/v2/article/kP8rDM

Chiang, M.-H., & Gerbier, B. (2008). Taiwan and the Transformation of Asia-USA Economic Relationship: From the Triangular Trading Bloc to the Four- Corner Structure.

Chien, T. C. (2008). A Study on Product Manager Mechanism of Own Brand Manufacturers of Information and Electronic Industry in Taiwa [National Chengchi University].
https://nccur.lib.nccu.edu.tw/bitstream/140.119/58736/1/012101.pdf

Company Introduction. (2022). Quanta Computer. https://www.quantatw.com/Quanta/english/about/company.aspx

Copeland, D. C. (1996). Economic Interdependence and War: A Theory of Trade Expectations. International Security, 20(4), 5–41. https://doi.org/10.2307/2539041

CTIMES. (2019). IDC: Affected by the Sino-US trade war, notebooks are stocked in advance and focus on growth. https://www.ctimes.com.tw/DispNews/tw/%E7%AD%86%E9%9B%BB/IDC/1909161214LF.shtml

Curran, E., Leatherby, L., & Tanzi, A. (2019, May). Who is Winning the U.S.-China Trade War? Bloomberg.Com. https://www.bloomberg.com/graphics/2019-uschina-who-is-winning-the-trade-war/

Dedrick, J., & Kraemer, K. L. (2006). Is Production Pulling Knowledge Work to China? A Study of the Notebook PC Industry.

Devermont, J., & Chiang, C. (2019). Innocent Bystanders: Why the U.S.-China Trade War Hurts African Economies. https://www.csis.org/analysis/innocentbystanders-why-us-china-trade-war-hurts-african-economies

Dream News. (2018). The relationship between major brands of computers and ODM companies. https://ek21.com/news/1/74787/

Erken, H., Giesbergen, B., & Nauta, L. (2019). US-China trade war: Which sectors are most vulnerable in the global value chain? RaboResearch - Economic Research. https://economics.rabobank.com/publications/2019/august/us-chinatrade-war-most-vulnerable-sectors/

Feng, Z. (2019). A survey on the impact and trends of the US-China trade conflict on Taiwanese businessmen in China. Mainland Affairs Council.

Ferdinand, P. (2016). Westward ho—The China dream and ‘one belt, one road’: Chinese foreign policy under Xi Jinping | International Affairs | Oxford Academic. 92(4), 941–957.
https://academic.oup.com/ia/article/92/4/941/2688105


Fuller, D. (2002). Globalization for Nation Building: Industrial Policy for HighTechnology Products in Taiwan. MIT Industrial Performance Center.

Gang, D. (2021). Decoupling from China will see US globally detached—Global Times. Global Times. https://www.globaltimes.cn/page/202106/1225190.shtml

Gao, J. (2022). Who is supporting China’s exports. Liberty Times Net. https://ec.ltn.com.tw/article/paper/1497754

Grenville, S. (2018). Trump and intellectual property. https://www.lowyinstitute.org/the-interpreter/trump-and-intellectual-property

Grinberg, M. (2021). Wartime Commercial Policy and Trade between Enemies. International Security, 46(1), 9–52. https://doi.org/10.1162/isec_a_00412

Gu, Y. (2019). The impact of the US-China trade war on global industrial supply chains. DHL Resilience 360. https://www.supplychainbrain.com/ext/resources/0-whitepapers/DHL_Resilience360/20191129_Impact_of_the_US_China_Trade_War_on_Global_Supply_Chains.pdf

Harrison, V. (2019, August 28). Trade war drives ‘innocent’ Asian nations towards recession. BBC News. https://www.bbc.com/news/business-49403710

Hong, H. (2009). A Study of Taiwan’s Notebook Industry Competition Strategy. National Chiao Tung University.

Hsieh, W. (2020). Implications of the U.S.–China Trade War for Taiwan. Asian Economic Papers, 19(1), 61–81. https://doi.org/10.1162/asep_a_00747

Hsu, P. (2012). Adaptive Strategies of Quanta Computer in a Changing Environment. National Chiao Tung University

Hu H. (2019). Notebook OEMs adjust production layout and move to Southeast Asia. CTWANT. https://www.ctwant.com/article/28202

IDC. (2019). Shipments of Notebook PC ODM Industry Increased Significantly in 2Q19. http://smt.iconnect007.com/index.php/article/119424/shipments-ofnotebook-pc-odm-industry-increased-significantly-in-2q19/119427/?skin=smt

IDC. (2022). Growth Streak for Traditional PCs Continues During Holiday Quarter of 2021, According to IDC. https://www.idc.com/getdoc.jsp?containerId=prUS48770422

Inman, P. (2019, November 14). Chinese manufacturing slows as trade war with US dents confidence. The Guardian. https://www.theguardian.com/business/2019/nov/14/chinese-manufacturingtrade-war-us

Institute for Information Industry, III. (2019). A study on the current situation and trends of the global layout of Taiwanese businessmen under the US-China trade war.

Jennings, R. (2021). Analysts: Thaw in Sino-US Trade Dispute Would Lift World Supply Chains, Dent Southeast Asia. VOA. https://www.voanews.com/a/analysts-thaw-in-sino-us-trade-dispute-would-liftworld-supply-chains-dent-southeast-asia/6265708.html

Jian, H. (2019). The US-China trade war is likely to escalate again" Laptops and tablets will also be subject to tariffs! ? Microsoft, Dell, HP, Intel jointly oppose. The Storm Media. https://www.storm.mg/article/1405534

Kawakami, M. (2009). Learning from Customers: Growth of Taiwanese Notebook PC Manufacturers as Original Design Manufacturing Suppliers. China Information, 23(1), 103–128. https://doi.org/10.1177/0920203X08100949

Kost, D. (2019, June 26). Why the US-China Tariff Standoff Hurts American Companies More. HBS Working Knowledge. http://hbswk.hbs.edu/item/whythe-us-china-tariff-standoff-hurts-american-companies

Lee, Y. N. (2018, June 20). Asian economies have a lot to lose in a US-China trade war. CNBC. https://www.cnbc.com/2018/06/20/us-china-trade-war-to-hurtasian-exporters-like-taiwan-south-korea.html

Li, Y. (2019, July 18). More than 50 companies reportedly pull production out of China due to trade war. CNBC. https://www.cnbc.com/2019/07/18/more-than50-companies-reportedly-pull-production-out-of-china-due-to-trade-war.html

Liao, S. (2020). Changes in global supply chains? The proportion of China’s exports fell in 2019. Hong Kong Economic Times. https://sme.hket.com/article/2728536

Lim, D. (2019). The US, China and ‘Technology War.’ Global Asia. https://globalasia.org/v14no1/cover/the-us-china-and-technology-war_darren-lim

Melo, E., Koch-Weser, I., McAdoo, M., Varadarajan, R., & Varas, A. (2020, August 10). Unpacking the US−China Tech Trade War. BCG Global. https://www.bcg.com/publications/2019/us-china-tech-trade-war

Miho, A., & Haruka, N. (2019). US-China Trade war’s economic ripple effects | NHK
WORLD-JAPAN News. NHK WORLD. https://www3.nhk.or.jp/nhkworld/en/news/backstories/663/

Ministry of Economic Affairs. (2019). Overview of the current economic situation: Special topic: The impact of the US-China trade war on my country’s production and exports. https://www.moea.gov.tw/Mns/dos/bulletin/Bulletin.aspx?kind=23&html=1&menu_id=10212&bull_id=6167

Ministry of Economic Affairs. R.O.C. (2021a). ICT Products Export Order. Ministry of Economic Affairs. R.O.C. https://www.moea.gov.tw/Mns/dos/bulletin/Bulletin.aspx?kind=5&html=1&menu_id=6724&bull_id=8794

Ministry of Economic Affairs. R.O.C. (2021b). Supply chain shift and housing economy have helped the export of computers and peripherals to double-digit growth for five consecutive years. Ministry of Economic Affairs. R.O.C. https://www.moea.gov.tw/Mns/dos/bulletin/Bulletin.aspx?kind=9&html=1&men
u_id=18808&bull_id=8775

Nathan, R. (2019, June 25). The Top 3 Industries Affected by the Trade War With China. Investopedia. https://www.investopedia.com/industries-most-likely-to-beimpacted-by-trade-disputes-with-china-in-2019-4580508

National Science Foundation. (2018). Recent Trends in U.S. R&D Performance. National Science Board. https://www.nsf.gov/statistics/2018/nsb20181/report/sections/research-anddevelopment-u-s-trends-and-international-comparisons/highlights

Nicita, A. (2019). Trade and trade diversion effects of United States tariffs on China. UNCTAD, 37, 1–17.

Oatley, T. (2018). International Political Economy. Routledge. 8-12

Organization for Economic Cooperation and Development. (2021). Research and development (R&D)—Gross domestic spending on R&D - OECD Data. OECD. https://data.oecd.org/rd/gross-domestic-spending-on-r-d.htm

Pan Z. (2019). Quanta sets up production bases in Taiwan and Thailand in response to the trade war. https://www.cna.com.tw/news/firstnews/201910040263.aspx

Pang J. (2018). Analysis of the impact of the Sino-US trade war from the perspective of the computer industry. https://mic.iii.org.tw/industry.aspx?id=292&list=111

Pettey, C. (2019). Supply Chain In The Age Of Trade Wars. https://www.gartner.com/smarterwithgartner/supply-chain-in-the-age-of-tradewars

Pham, S. (2018). How much has the US lost from China’s intellectual property theft? https://money.cnn.com/2018/03/23/technology/china-us-trump-tariffs-iptheft/index.html

Qi S., & Liu C. (2003). Quanta transforms, Lin Baili starts generational change. https://www.businesstoday.com.tw/article/category/183015/post/200308280017/

Quanta. (2018). Quanta 2018 Annual Report. file:///Users/ariel/Downloads/107%E5%B9%B4%20%E5%BB%A3%E9%81%94%20%E5%B9%B4%E5%A0%B1%20(5).pdf

Quanta. (2019). Quanta 2019 Annual Report. file:///Users/ariel/Downloads/%E5%BB%A3%E9%81%94%E5%B9%B4%E5%A0%B1-108%E5%B9%B4%20(4).pdf

Quanta. (2020). Quanta 2020 Annual Report. https://www.quantatw.com/quanta/chinese/investment/annualreports.aspx

Quanta. (2022). Company Introduction. https://www.quantatw.com/Quanta/english/about/company.aspxhttps://www.quantacn.com/web/CompanyProfile.aspx

Shepardson, D., & Horwitz, J. (2019, October 7). U.S. expands blacklist to include China’s top AI startups ahead of trade talks. Reuters. https://www.reuters.com/article/us-usa-trade-china-exclusiveidUSKBN1WM25M

Sherman, N. (2019, November 12). Is China gaining an edge in artificial intelligence? BBC News. https://www.bbc.com/news/business-50255191

Smialek, J., & Swanson, A. (2020). American Consumers, Not China, Are Paying for Trump’s Tariffs. The New York Times. https://www.nytimes.com/2020/01/06/business/economy/trade-war-tariffs.html

South China Morning Post. (2021). US-China tech war: Everything you need to know about the US-China tech war and its impact | South China Morning Post. South China Morning Post. https://www.scmp.com/tech/tech-war/article/3130587/uschina-tech-war-everything-you-need-know-about-us-china-techwar?module=perpetual_scroll&pgtype=article&campaign=3130587

Stewart, E. (2018, December 11). The US government’s battle with Chinese telecom giant Huawei, explained. Vox. https://www.vox.com/technology/2018/12/11/18134440/huawei-executiveorder-entity-list-china-trump

Subbaraman, R., Varma, S., & Loo, M. (2019). US-China trade diversion: Who benefits? English. https://www.nomuraconnects.com/focused-thinking-posts/uschina-trade-diversion-who-benefits/

Sun, M.-T., & Chen, S.-H. (2017). The current situation and the trends of the global layout of Taiwan’s manufacturing industry. Taiwan Institute of Economic Research. https://www.tier.org.tw/achievements/pec3010.aspx?GUID=61336477-4d04-
4d12-9937-89a999bf3ae5

Taiwan Printed Circuit Association. (2020). The electronic fifth brother is throwing bonuses and recruiting workers. https://www.tpca.org.tw/Message/MessageView?id=6731&menutype=0&sitemenuid=43

The Wharton School. (2019). Why U.S.-China Supply Chains Are Stronger Than the Trade War [2019]. Knowledge@Wharton. https://knowledge.wharton.upenn.edu/article/trade-war-supply-chain-impact/

The World Bank. (2021a). GDP growth (annual %) | Data. https://data.worldbank.org/indicator/NY.GDP.MKTP.KD.ZG

The World Bank. (2021b). High-technology exports (current US$) | Data. The World Bank. https://data.worldbank.org/indicator/TX.VAL.TECH.CD

Trading Economics. (2022). China GDP Annual Growth Rate. https://tradingeconomics.com/china/gdp-growth-annual

UNCTAD. (2019). Trade Wars: The Pain and the Gain. UNCTAD. https://unctad.org/es/node/20370

United States Census Bureau. (2021). Trade in Goods with China. https://www.census.gov/foreign-trade/balance/c5700.html#1985

Wang, X., Wang, X., Zhong, Z., & Yao, J. (2021). The impact of US–China trade war on Chinese firms: Evidence from stock market reactions. Applied Economics Letters, 28(7), 579–583. https://doi.org/10.1080/13504851.2020.1764477

Wang Y. (2019). Quanta’s Lin Baili reminds to understand 4 things first about the global manufacturing migration under the trade war. Business Next. https://www.bnext.com.tw/article/53286/quanta-tariff-taiwan-factory

Wei, S.-J., Xie, Z., & Zhang, X. (2017). From “Made in China” to “Innovated in China”: Necessity, Prospect, and Challenges. Journal of Economic Perspectives, 31(1), 49–70. https://doi.org/10.1257/jep.31.1.49

Xu, B. (2012). Adaptive Strategies of Quanta Computer in a Changing Environment. National Chiao Tung University.

Yahoo! (2020). Taiwanese businessmen cannot be forced to abandon China. https://tw.stock.yahoo.com/news/%E7%A4%BE%E8%AB%96-%E4%B8%8D%E8%83%BD%E5%BC%B7%E8%BF%AB%E5%8F%B0%E5%95%86%E6%94%BE%E6%A3%84%E5%A4%A7%E9%99%B8-201000635.html

Yang, F. (2019). HP, Dell 30% of notebook production capacity rumored to leave China. Liberty Times Net. https://ec.ltn.com.tw/article/paper/1300758

Zaharia, M. (2018, April 13). Trade war or not, China is closing the gap on U.S. in technology IP race. Reuters. https://www.reuters.com/article/us-usa-trade-chinaintellectualproperty-idUSKBN1HK187
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 (作者) 呂祐瑩zh_TW
dc.contributor.author (作者) 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 2-九月-2022 15:46:33 (UTC+8)-
dc.date.available 2-九月-2022 15:46:33 (UTC+8)-
dc.date.issued (上傳時間) 2-九月-2022 15:46:33 (UTC+8)-
dc.identifier (其他 識別碼) 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
dc.relation.reference (參考文獻) Allison, G. (2015). “The Thucydides’s Trap.” The Next Great War? The Roots of World War I and the Risk of US-China Conflict.

Alva, M. (2018). U.S. leads in tech innovation despite strong global competition.
https://info.kpmg.us/news-perspectives/technology-innovation/us-extends-techinnovation-leadership.html

Bartz, D., & Christian, S. (2019, January 16). U.S. legislation steps up pressure on Huawei and ZTE, China calls it “hysteria.” Reuters. https://www.reuters.com/article/usa-china-huawei-tech-idINKCN1PA2LQ

Basedow, R. (2019, October 17). The US-China trade war: Risks and opportunities for the EU and the United Kingdom. EUROPP. https://blogs.lse.ac.uk/europpblog/2019/10/17/the-us-china-trade-war-risks-andopportunities-for-the-eu-and-the-united-kingdom/

Bloomberg Businessweek. (2020). Taiwan’s Tech Industry in the Post-Trump Era.
https://medium.com/bloomberg-businessweek-chineseedition/%E5%BE%8C%E7%89%B9%E6%9C%97%E6%99%AE%E6%99%82
%E4%BB%A3%E7%9A%84%E5%8F%B0%E7%81%A3%E7%A7%91%E6%
8A%80%E6%A5%AD-3a912922bfc5

Blumenthal, D., & Zhang, L. (2021, June 2). China Is Stealing Our Technology and Intellectual Property. Congress Must Stop It. National Review. https://www.nationalreview.com/2021/06/china-is-stealing-our-technology-andintellectual-property-congress-must-stop-it/

Burnson, P. (2019). Tariff hike on Chinese imports likely to hurt average consumer, says RILA. https://www.logisticsmgmt.com/article/tariff_hike_on_chinese_imports_likely_t
o_hurt_average_consumer_says_rila

Business Today. (2019). [Fourth round of US-China trade war] Taiwan’s notebook PCs are involved in the war, will the net profit margin of about 2% evaporate? TechOrange. https://buzzorange.com/techorange/2019/08/07/trade-war-pc-tariff/

Cai, K. G. (2018). The One Belt One Road and the Asian Infrastructure Investment Bank: Beijing’s New Strategy of Geoeconomics and Geopolitics. Journal of Contemporary China, 27(114), 831–847. https://doi.org/10.1080/10670564.2018.1488101

Chang, C. (2019). The U.S.-China Trade War and Its Implications for Taiwan’s Economic Structure. 18.

Chen, A. W., Chen, J., & Dondeti, V. R. (2020). The US-China trade war: Dominance of trade or technology? Applied Economics Letters, 27(11), 904–909. https://doi.org/10.1080/13504851.2019.1646860

Chen, J.-L. (2019). Discussion on the Impact of Sino-US Trade War on Taiwanese Manufacturing. International Journal of Business and Management, 14(7), 70. https://doi.org/10.5539/ijbm.v14n7p70

Chen Y. (2019). Unstoppable Migration! Dell, HP cut production capacity in China, seek refuge in Southeast Asia. Business Next. https://today.line.me/tw/v2/article/kP8rDM

Chiang, M.-H., & Gerbier, B. (2008). Taiwan and the Transformation of Asia-USA Economic Relationship: From the Triangular Trading Bloc to the Four- Corner Structure.

Chien, T. C. (2008). A Study on Product Manager Mechanism of Own Brand Manufacturers of Information and Electronic Industry in Taiwa [National Chengchi University].
https://nccur.lib.nccu.edu.tw/bitstream/140.119/58736/1/012101.pdf

Company Introduction. (2022). Quanta Computer. https://www.quantatw.com/Quanta/english/about/company.aspx

Copeland, D. C. (1996). Economic Interdependence and War: A Theory of Trade Expectations. International Security, 20(4), 5–41. https://doi.org/10.2307/2539041

CTIMES. (2019). IDC: Affected by the Sino-US trade war, notebooks are stocked in advance and focus on growth. https://www.ctimes.com.tw/DispNews/tw/%E7%AD%86%E9%9B%BB/IDC/1909161214LF.shtml

Curran, E., Leatherby, L., & Tanzi, A. (2019, May). Who is Winning the U.S.-China Trade War? Bloomberg.Com. https://www.bloomberg.com/graphics/2019-uschina-who-is-winning-the-trade-war/

Dedrick, J., & Kraemer, K. L. (2006). Is Production Pulling Knowledge Work to China? A Study of the Notebook PC Industry.

Devermont, J., & Chiang, C. (2019). Innocent Bystanders: Why the U.S.-China Trade War Hurts African Economies. https://www.csis.org/analysis/innocentbystanders-why-us-china-trade-war-hurts-african-economies

Dream News. (2018). The relationship between major brands of computers and ODM companies. https://ek21.com/news/1/74787/

Erken, H., Giesbergen, B., & Nauta, L. (2019). US-China trade war: Which sectors are most vulnerable in the global value chain? RaboResearch - Economic Research. https://economics.rabobank.com/publications/2019/august/us-chinatrade-war-most-vulnerable-sectors/

Feng, Z. (2019). A survey on the impact and trends of the US-China trade conflict on Taiwanese businessmen in China. Mainland Affairs Council.

Ferdinand, P. (2016). Westward ho—The China dream and ‘one belt, one road’: Chinese foreign policy under Xi Jinping | International Affairs | Oxford Academic. 92(4), 941–957.
https://academic.oup.com/ia/article/92/4/941/2688105


Fuller, D. (2002). Globalization for Nation Building: Industrial Policy for HighTechnology Products in Taiwan. MIT Industrial Performance Center.

Gang, D. (2021). Decoupling from China will see US globally detached—Global Times. Global Times. https://www.globaltimes.cn/page/202106/1225190.shtml

Gao, J. (2022). Who is supporting China’s exports. Liberty Times Net. https://ec.ltn.com.tw/article/paper/1497754

Grenville, S. (2018). Trump and intellectual property. https://www.lowyinstitute.org/the-interpreter/trump-and-intellectual-property

Grinberg, M. (2021). Wartime Commercial Policy and Trade between Enemies. International Security, 46(1), 9–52. https://doi.org/10.1162/isec_a_00412

Gu, Y. (2019). The impact of the US-China trade war on global industrial supply chains. DHL Resilience 360. https://www.supplychainbrain.com/ext/resources/0-whitepapers/DHL_Resilience360/20191129_Impact_of_the_US_China_Trade_War_on_Global_Supply_Chains.pdf

Harrison, V. (2019, August 28). Trade war drives ‘innocent’ Asian nations towards recession. BBC News. https://www.bbc.com/news/business-49403710

Hong, H. (2009). A Study of Taiwan’s Notebook Industry Competition Strategy. National Chiao Tung University.

Hsieh, W. (2020). Implications of the U.S.–China Trade War for Taiwan. Asian Economic Papers, 19(1), 61–81. https://doi.org/10.1162/asep_a_00747

Hsu, P. (2012). Adaptive Strategies of Quanta Computer in a Changing Environment. National Chiao Tung University

Hu H. (2019). Notebook OEMs adjust production layout and move to Southeast Asia. CTWANT. https://www.ctwant.com/article/28202

IDC. (2019). Shipments of Notebook PC ODM Industry Increased Significantly in 2Q19. http://smt.iconnect007.com/index.php/article/119424/shipments-ofnotebook-pc-odm-industry-increased-significantly-in-2q19/119427/?skin=smt

IDC. (2022). Growth Streak for Traditional PCs Continues During Holiday Quarter of 2021, According to IDC. https://www.idc.com/getdoc.jsp?containerId=prUS48770422

Inman, P. (2019, November 14). Chinese manufacturing slows as trade war with US dents confidence. The Guardian. https://www.theguardian.com/business/2019/nov/14/chinese-manufacturingtrade-war-us

Institute for Information Industry, III. (2019). A study on the current situation and trends of the global layout of Taiwanese businessmen under the US-China trade war.

Jennings, R. (2021). Analysts: Thaw in Sino-US Trade Dispute Would Lift World Supply Chains, Dent Southeast Asia. VOA. https://www.voanews.com/a/analysts-thaw-in-sino-us-trade-dispute-would-liftworld-supply-chains-dent-southeast-asia/6265708.html

Jian, H. (2019). The US-China trade war is likely to escalate again" Laptops and tablets will also be subject to tariffs! ? Microsoft, Dell, HP, Intel jointly oppose. The Storm Media. https://www.storm.mg/article/1405534

Kawakami, M. (2009). Learning from Customers: Growth of Taiwanese Notebook PC Manufacturers as Original Design Manufacturing Suppliers. China Information, 23(1), 103–128. https://doi.org/10.1177/0920203X08100949

Kost, D. (2019, June 26). Why the US-China Tariff Standoff Hurts American Companies More. HBS Working Knowledge. http://hbswk.hbs.edu/item/whythe-us-china-tariff-standoff-hurts-american-companies

Lee, Y. N. (2018, June 20). Asian economies have a lot to lose in a US-China trade war. CNBC. https://www.cnbc.com/2018/06/20/us-china-trade-war-to-hurtasian-exporters-like-taiwan-south-korea.html

Li, Y. (2019, July 18). More than 50 companies reportedly pull production out of China due to trade war. CNBC. https://www.cnbc.com/2019/07/18/more-than50-companies-reportedly-pull-production-out-of-china-due-to-trade-war.html

Liao, S. (2020). Changes in global supply chains? The proportion of China’s exports fell in 2019. Hong Kong Economic Times. https://sme.hket.com/article/2728536

Lim, D. (2019). The US, China and ‘Technology War.’ Global Asia. https://globalasia.org/v14no1/cover/the-us-china-and-technology-war_darren-lim

Melo, E., Koch-Weser, I., McAdoo, M., Varadarajan, R., & Varas, A. (2020, August 10). Unpacking the US−China Tech Trade War. BCG Global. https://www.bcg.com/publications/2019/us-china-tech-trade-war

Miho, A., & Haruka, N. (2019). US-China Trade war’s economic ripple effects | NHK
WORLD-JAPAN News. NHK WORLD. https://www3.nhk.or.jp/nhkworld/en/news/backstories/663/

Ministry of Economic Affairs. (2019). Overview of the current economic situation: Special topic: The impact of the US-China trade war on my country’s production and exports. https://www.moea.gov.tw/Mns/dos/bulletin/Bulletin.aspx?kind=23&html=1&menu_id=10212&bull_id=6167

Ministry of Economic Affairs. R.O.C. (2021a). ICT Products Export Order. Ministry of Economic Affairs. R.O.C. https://www.moea.gov.tw/Mns/dos/bulletin/Bulletin.aspx?kind=5&html=1&menu_id=6724&bull_id=8794

Ministry of Economic Affairs. R.O.C. (2021b). Supply chain shift and housing economy have helped the export of computers and peripherals to double-digit growth for five consecutive years. Ministry of Economic Affairs. R.O.C. https://www.moea.gov.tw/Mns/dos/bulletin/Bulletin.aspx?kind=9&html=1&men
u_id=18808&bull_id=8775

Nathan, R. (2019, June 25). The Top 3 Industries Affected by the Trade War With China. Investopedia. https://www.investopedia.com/industries-most-likely-to-beimpacted-by-trade-disputes-with-china-in-2019-4580508

National Science Foundation. (2018). Recent Trends in U.S. R&D Performance. National Science Board. https://www.nsf.gov/statistics/2018/nsb20181/report/sections/research-anddevelopment-u-s-trends-and-international-comparisons/highlights

Nicita, A. (2019). Trade and trade diversion effects of United States tariffs on China. UNCTAD, 37, 1–17.

Oatley, T. (2018). International Political Economy. Routledge. 8-12

Organization for Economic Cooperation and Development. (2021). Research and development (R&D)—Gross domestic spending on R&D - OECD Data. OECD. https://data.oecd.org/rd/gross-domestic-spending-on-r-d.htm

Pan Z. (2019). Quanta sets up production bases in Taiwan and Thailand in response to the trade war. https://www.cna.com.tw/news/firstnews/201910040263.aspx

Pang J. (2018). Analysis of the impact of the Sino-US trade war from the perspective of the computer industry. https://mic.iii.org.tw/industry.aspx?id=292&list=111

Pettey, C. (2019). Supply Chain In The Age Of Trade Wars. https://www.gartner.com/smarterwithgartner/supply-chain-in-the-age-of-tradewars

Pham, S. (2018). How much has the US lost from China’s intellectual property theft? https://money.cnn.com/2018/03/23/technology/china-us-trump-tariffs-iptheft/index.html

Qi S., & Liu C. (2003). Quanta transforms, Lin Baili starts generational change. https://www.businesstoday.com.tw/article/category/183015/post/200308280017/

Quanta. (2018). Quanta 2018 Annual Report. file:///Users/ariel/Downloads/107%E5%B9%B4%20%E5%BB%A3%E9%81%94%20%E5%B9%B4%E5%A0%B1%20(5).pdf

Quanta. (2019). Quanta 2019 Annual Report. file:///Users/ariel/Downloads/%E5%BB%A3%E9%81%94%E5%B9%B4%E5%A0%B1-108%E5%B9%B4%20(4).pdf

Quanta. (2020). Quanta 2020 Annual Report. https://www.quantatw.com/quanta/chinese/investment/annualreports.aspx

Quanta. (2022). Company Introduction. https://www.quantatw.com/Quanta/english/about/company.aspxhttps://www.quantacn.com/web/CompanyProfile.aspx

Shepardson, D., & Horwitz, J. (2019, October 7). U.S. expands blacklist to include China’s top AI startups ahead of trade talks. Reuters. https://www.reuters.com/article/us-usa-trade-china-exclusiveidUSKBN1WM25M

Sherman, N. (2019, November 12). Is China gaining an edge in artificial intelligence? BBC News. https://www.bbc.com/news/business-50255191

Smialek, J., & Swanson, A. (2020). American Consumers, Not China, Are Paying for Trump’s Tariffs. The New York Times. https://www.nytimes.com/2020/01/06/business/economy/trade-war-tariffs.html

South China Morning Post. (2021). US-China tech war: Everything you need to know about the US-China tech war and its impact | South China Morning Post. South China Morning Post. https://www.scmp.com/tech/tech-war/article/3130587/uschina-tech-war-everything-you-need-know-about-us-china-techwar?module=perpetual_scroll&pgtype=article&campaign=3130587

Stewart, E. (2018, December 11). The US government’s battle with Chinese telecom giant Huawei, explained. Vox. https://www.vox.com/technology/2018/12/11/18134440/huawei-executiveorder-entity-list-china-trump

Subbaraman, R., Varma, S., & Loo, M. (2019). US-China trade diversion: Who benefits? English. https://www.nomuraconnects.com/focused-thinking-posts/uschina-trade-diversion-who-benefits/

Sun, M.-T., & Chen, S.-H. (2017). The current situation and the trends of the global layout of Taiwan’s manufacturing industry. Taiwan Institute of Economic Research. https://www.tier.org.tw/achievements/pec3010.aspx?GUID=61336477-4d04-
4d12-9937-89a999bf3ae5

Taiwan Printed Circuit Association. (2020). The electronic fifth brother is throwing bonuses and recruiting workers. https://www.tpca.org.tw/Message/MessageView?id=6731&menutype=0&sitemenuid=43

The Wharton School. (2019). Why U.S.-China Supply Chains Are Stronger Than the Trade War [2019]. Knowledge@Wharton. https://knowledge.wharton.upenn.edu/article/trade-war-supply-chain-impact/

The World Bank. (2021a). GDP growth (annual %) | Data. https://data.worldbank.org/indicator/NY.GDP.MKTP.KD.ZG

The World Bank. (2021b). High-technology exports (current US$) | Data. The World Bank. https://data.worldbank.org/indicator/TX.VAL.TECH.CD

Trading Economics. (2022). China GDP Annual Growth Rate. https://tradingeconomics.com/china/gdp-growth-annual

UNCTAD. (2019). Trade Wars: The Pain and the Gain. UNCTAD. https://unctad.org/es/node/20370

United States Census Bureau. (2021). Trade in Goods with China. https://www.census.gov/foreign-trade/balance/c5700.html#1985

Wang, X., Wang, X., Zhong, Z., & Yao, J. (2021). The impact of US–China trade war on Chinese firms: Evidence from stock market reactions. Applied Economics Letters, 28(7), 579–583. https://doi.org/10.1080/13504851.2020.1764477

Wang Y. (2019). Quanta’s Lin Baili reminds to understand 4 things first about the global manufacturing migration under the trade war. Business Next. https://www.bnext.com.tw/article/53286/quanta-tariff-taiwan-factory

Wei, S.-J., Xie, Z., & Zhang, X. (2017). From “Made in China” to “Innovated in China”: Necessity, Prospect, and Challenges. Journal of Economic Perspectives, 31(1), 49–70. https://doi.org/10.1257/jep.31.1.49

Xu, B. (2012). Adaptive Strategies of Quanta Computer in a Changing Environment. National Chiao Tung University.

Yahoo! (2020). Taiwanese businessmen cannot be forced to abandon China. https://tw.stock.yahoo.com/news/%E7%A4%BE%E8%AB%96-%E4%B8%8D%E8%83%BD%E5%BC%B7%E8%BF%AB%E5%8F%B0%E5%95%86%E6%94%BE%E6%A3%84%E5%A4%A7%E9%99%B8-201000635.html

Yang, F. (2019). HP, Dell 30% of notebook production capacity rumored to leave China. Liberty Times Net. https://ec.ltn.com.tw/article/paper/1300758

Zaharia, M. (2018, April 13). Trade war or not, China is closing the gap on U.S. in technology IP race. Reuters. https://www.reuters.com/article/us-usa-trade-chinaintellectualproperty-idUSKBN1HK187
zh_TW
dc.identifier.doi (DOI) 10.6814/NCCU202201175en_US