| dc.contributor.advisor | 楊光磊 | zh_TW |
| dc.contributor.author (Authors) | 楊念蓁 | zh_TW |
| dc.contributor.author (Authors) | Yang, Nien-Chen | en_US |
| dc.creator (作者) | 楊念蓁 | zh_TW |
| dc.creator (作者) | Yang, Nien-Chen | en_US |
| dc.date (日期) | 2024 | en_US |
| dc.date.accessioned | 1-Feb-2024 11:47:43 (UTC+8) | - |
| dc.date.available | 1-Feb-2024 11:47:43 (UTC+8) | - |
| dc.date.issued (上傳時間) | 1-Feb-2024 11:47:43 (UTC+8) | - |
| dc.identifier (Other Identifiers) | G0110933025 | en_US |
| dc.identifier.uri (URI) | https://nccur.lib.nccu.edu.tw/handle/140.119/149668 | - |
| dc.description (描述) | 碩士 | zh_TW |
| dc.description (描述) | 國立政治大學 | zh_TW |
| dc.description (描述) | 國際經營管理英語碩士學位學程(IMBA) | zh_TW |
| dc.description (描述) | 110933025 | zh_TW |
| dc.description.abstract (摘要) | This case study examines Tesla's strategic shift and its Taiwanese supply chain partners' relocation to Mexico, set against the backdrop of North America's burgeoning electric vehicle (EV) market and a changing geopolitical and economic landscape. The move is driven by several key factors: geopolitical stability, cost advantages, proximity to the U.S. market, and the benefits of trade agreements. These factors collectively enhance Mexico's attractiveness as a manufacturing hub.
Despite the apparent advantages, this transition involves significant complexities and trade-offs. Companies face challenges like infrastructure limitations, operational intricacies, and the need to develop a skilled workforce. The supply chain reconfiguration requires establishing new supplier relationships, setting up production lines, and enforcing strict quality controls, all demanding considerable investments of time and resources.
Nevertheless, the strategic move is shown to substantially increase supply chain resilience and offer economic and strategic benefits. It places Tesla and its partners in a crucial region for the global EV market, potentially boosting their market share and influence. The industry's broader impact is also noteworthy, as other companies start to recognize the benefits of nearshoring strategies, seeing Mexico as a critical hub for future EV production. | en_US |
| dc.description.tableofcontents | 1. Introduction 1
1.1. Case Background and Motivation 2
1.2. Case Structure 3
2. Macro-environment and EV Industry Overview 5
2.1. Global EV Industry Overview 5
2.2. Closer Look into US Market 6
2.2.1. Domestic Market in the United States 6
2.2.2. Inflation Reduction Act and its Impact to EV Industry 7
2.2.3. PESTLE Analysis to Inflation Reduction Act 10
3. Case Analysis 12
3.1. Mexico as an Emerging Auto Hub in the North America 12
3.1.1. Mexico’s Position Overview 12
3.1.2. Opportunities and Challenges 14
3.2. Introduction of the Case Company Tesla 16
3.2.1. Business Model Canvas 17
3.2.2. Competitive Advantages 19
3.2.3. Market Leadership 20
3.2.4. Tesla Gigafactories and Capacity Expansion in North America 23
3.3. Expansion Impact to EMS Providers - Quanta and Pegatron 24
3.3.1. Analyzing EMS Competitive Landscape with Porter’s Five Forces 27
3.3.2. Challenges and Opportunities 28
3.3.3. Cultural Analysis and Strategic Implementation 31
4. Broader Impact and Influence for Taiwanese Supply Chain 38
5. Conclusion 42
6. Reference 45 | zh_TW |
| dc.format.extent | 1338775 bytes | - |
| dc.format.mimetype | application/pdf | - |
| dc.source.uri (資料來源) | http://thesis.lib.nccu.edu.tw/record/#G0110933025 | en_US |
| dc.subject (關鍵詞) | Tesla | en_US |
| dc.subject (關鍵詞) | Taiwanese Supply Chain | en_US |
| dc.subject (關鍵詞) | EV Market | en_US |
| dc.subject (關鍵詞) | Geopolitical Strategy | en_US |
| dc.subject (關鍵詞) | Nearshoring | en_US |
| dc.title (題名) | 重塑北美電動車供應鏈 - 以特斯拉與其台灣代工廠為例 | zh_TW |
| dc.title (題名) | Reshaping Supply Chain in the North America's EV Industry - A Case Study of Tesla and its EMS Partners | en_US |
| dc.type (資料類型) | thesis | en_US |
| dc.relation.reference (參考文獻) | 1. Cox Automotive. (2023). Electric vehicle sales report -Q4 2022. https://www.coxautoinc.com/wp-content/uploads/2023/01/Kelley-Blue-Book-EV-Sales-and- Data-Report-for-Q4-2022.pdf
2. Department of Energy. (2023). Building a clean energy economy: Guidebook to the Inflation Reduction Act’s investments in clean energy and climate action. https://www.whitehouse.gov/wp-content/uploads/2022/12/Inflation-Reduction-Act- Guidebook.pdf
3. DIGITIMES Research. (2023). Tesla Strengthens Gigafactory Layout in Mexico, Taiwanese Supply Chain Initiates Mexican Expansion Plan. https://www.digitimes.com.tw/tech/rpt/rpt_slideshow_2020.asp?cnlid=3&pack=&packsale= &v=20230627-285&seq=&cat=CAR&ct=
4. El Gobierno del Nuevo León. (2023). Aprueba incentivos para Tesla Consejo de Desarrollo Económico. https://www.nl.gob.mx/boletines-comunicados-y-avisos/aprueba-incentivos-para-tesla- consejo-de-desarrollo-economico
5. Hsiao, A. (2023). Taiwan companies to invest more in Mexico amid global supply chain reshuffle. Focus Taiwan. https://focustaiwan.tw/business/202312160007
45
6. International Energy Agency. (2023). Global EV outlook 2023. https://iea.blob.core.windows.net/assets/dacf14d2-eabc-498a-8263- 9f97fd5dc327/GEVO2023.pdf
7. Meyer, E. (2014). The culture map: Breaking through the invisible boundaries of global business. PublicAffairs.
8. Office of the United States Trade Representative. (2020). United States-Mexico-Canada Agreement. https://www.trade.gov/usmca
9. Pegatron. (2023). 2022 Annual Report.
10. Quanta. (2023). 2022 Annual Report.
11.Reuters. (2023). Quanta Computer to invest $1 bln in northern Mexico. https://www.reuters.com/business/autos-transportation/quanta-computer-invest-1-bln- northern-mexico-2023-09-12/
12. Reuters. (2023). Tesla, suppliers to invest $15 billion in Mexico factory, local governor says. https://www.reuters.com/business/autos-transportation/tesla-suppliers-invest-15-bln- mexico-factory-local-governor-2023-09-12/
13. St. John, A. (2023). Ford, Toyota, Hyundai, and more — here's the full list of car companies adopting Tesla's charging technology. Business Insider. https://www.businessinsider.com/how-to-charge-non-tesla-ev-at-supercharger-models-
46
adapters-2023-7
14.Terakawi. (2023). Average labor costs in Mexico vs. United States. https://insights.tetakawi.com/average-labor-costs-mexico-vs-usa
15.Tesla. (2023). Q4 and FY2022 update. https://digitalassets.tesla.com/tesla-contents/image/upload/IR/TSLA-Q4-2022-Update
16. Tesla. (2023). Tesla Supercharger website.
https://www.tesla.com/supercharger
17. United States Congress. (2022). Inflation Reduction Act of 2022, H.R. 5376, 117th Cong. https://www.congress.gov/bill/117th-congress/house-bill/5376
18. Van Wyck, J., Phillips, K., Gilbert, M., McAdoo, M., Xue, H., Srivastava, R., Kuhlmann, K., & Xu, G. (2023). Harnessing the tectonic shifts in global manufacturing. Boston Consulting Group. https://www.bcg.com/publications/2023/harnessing-tectonic-global-shift-in-manufacturing 19. Wu, S. (2023). Tesla supplier Hota to build first US factory in New Mexico. Reuters. https://www.reuters.com/business/autos-transportation/tesla-supplier-hota-build-first-us- factory-new-mexico-2023-09-20/ | zh_TW |
