| dc.contributor.advisor | 李文傑<br>王信實 | zh_TW |
| dc.contributor.advisor | Lee, Wen-Chieh<br>Wang, Shinn-Shyr | en_US |
| dc.contributor.author (Authors) | 陳宏齊 | zh_TW |
| dc.contributor.author (Authors) | Chen, Hung-Chi | en_US |
| dc.creator (作者) | 陳宏齊 | zh_TW |
| dc.creator (作者) | Chen, Hung-Chi | en_US |
| dc.date (日期) | 2025 | en_US |
| dc.date.accessioned | 1-Jul-2025 15:36:21 (UTC+8) | - |
| dc.date.available | 1-Jul-2025 15:36:21 (UTC+8) | - |
| dc.date.issued (上傳時間) | 1-Jul-2025 15:36:21 (UTC+8) | - |
| dc.identifier (Other Identifiers) | G0112258041 | en_US |
| dc.identifier.uri (URI) | https://nccur.lib.nccu.edu.tw/handle/140.119/157868 | - |
| dc.description (描述) | 碩士 | zh_TW |
| dc.description (描述) | 國立政治大學 | zh_TW |
| dc.description (描述) | 經濟學系 | zh_TW |
| dc.description (描述) | 112258041 | zh_TW |
| dc.description.abstract (摘要) | 本文研究以 2002 年到 2012 年間的 PC 產業廠商業務拆分為研究背景，以 2008 年華碩(ASUS)拆分品牌與代工業務為一個時間分界點，分析拆分前與後廠商業務與政策變化。使用資源錯置模型討論三大問題 : (1) 觀察整體PC產業效率與總體經濟事件及廠商策略之間的關聯性，(2) 反事實假設華碩與和碩並未拆分下，所造成之資源錯置與實際拆分結果的差異，(3) 模擬關稅政策對PC產業效率與資源錯置的影響程度。而我們資料來源主要以 TEJ 、Bloomberg以及廠商財報，並以此資料作為本研究的主要數據。
在我們的假設中，PC產業的效率與總體事件的發生息息相關，廠商間的惡性競爭可能會使效率立即反應且大幅度降低；而總體事件發生後，PC產業的效率則會產生滯後性的反應下降。而我們假設若並無分家的情況下，會比現實分家的效率更好，扭曲程度更低。假設關稅反事實發生於當時，整體效率會更低，扭曲波動幅度更大且扭曲程度更高，而這源自於經濟在加關稅下所產生的生產面損失，使得廠商在決策下成本提高，生產者剩餘減少。且關稅將會扭曲價格信號，使資源配置不當。 | zh_TW |
| dc.description.abstract (摘要) | This study examines the evolution of the PC industry from 2002 to 2012, highlighting the 2008 structural separation of ASUS’s brand and ODM businesses as a pivotal event. Employing a resource misallocation framework and firm-level data from TEJ, Bloomberg, and financial reports, we address three key questions: the impact of macroeconomic shocks and firm strategies on industry efficiency, a counterfactual scenario assuming no ASUS–Pegatron split, and the simulated effects of tariff shocks. Results reveal that macroeconomic shocks have delayed effects on efficiency, while intense competition causes immediate declines. The counterfactual without the corporate separation suggests lower distortion and higher efficiency. In contrast, simulated tariff shocks exacerbate resource misallocation, increase volatility, and reduce producer surplus due to production-side losses and distorted price signals. | en_US |
| dc.description.tableofcontents | 第一章 前言 01
第一節 研究背景 01
第二節 研究問題 04
第二章 文獻回顧 07
第一節 資源錯置與跨國生產力差異 07
第二節 產業間的資源錯置 08
第三章 模型介紹 10
第四章 產業介紹與資料敘述 15
第一節 資料來源 15
第二節 產業結構與特性 15
第五章 事件分析 19
第一節 產業資源效率變化 19
第二節 廠商間扭曲程度 21
第三節 系統性風險分析 23
第四節 假設華碩並無拆分業務 24
第五節 關稅效應 27
第六章 結論與產業建議 32
第一節 結論 32
第二節 未來產業與研究建議 33
參考文獻 34 | zh_TW |
| dc.format.extent | 1194689 bytes | - |
| dc.format.mimetype | application/pdf | - |
| dc.source.uri (資料來源) | http://thesis.lib.nccu.edu.tw/record/#G0112258041 | en_US |
| dc.subject (關鍵詞) | 資源錯置 | zh_TW |
| dc.subject (關鍵詞) | PC產業 | zh_TW |
| dc.subject (關鍵詞) | 產業結構 | zh_TW |
| dc.subject (關鍵詞) | 反事實分析 | zh_TW |
| dc.subject (關鍵詞) | Resource misallocation | en_US |
| dc.subject (關鍵詞) | PC industry | en_US |
| dc.subject (關鍵詞) | industrial structure | en_US |
| dc.subject (關鍵詞) | counterfactual analysis | en_US |
| dc.title (題名) | 資源錯置與產業結構對企業拆分效益的影響：以PC產業為例 | zh_TW |
| dc.title (題名) | Effects of Resource Misallocation and Industry Structure of firm spin-off performance : The case of the PC industry | en_US |
| dc.type (資料類型) | thesis | en_US |
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