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    政大典藏 > College of Commerce > MBA Program > Theses >  Item 140.119/140736
    Please use this identifier to cite or link to this item: https://nccur.lib.nccu.edu.tw/handle/140.119/140736


    Title: 台灣電池模組廠商切入電動車供應鏈研究-以S公司為例
    Research of Taiwan battery module vendor`s entry to the supply chain of electric automobile - A case study of company S
    Authors: 郭哲禎
    Kuo, Zhe-Zhen
    Contributors: 洪叔民
    Horng, Shwu-Min
    郭哲禎
    Kuo, Zhe-Zhen
    Keywords: 電動車
    電池
    供應鏈
    Electric vehicles (EV)
    Battery
    Supply chain
    Date: 2022
    Issue Date: 2022-07-01 16:36:38 (UTC+8)
    Abstract: 隨環保意識高漲,各國政府提出逐步禁售燃油汽車計畫,加上部分業者在技術上有所突破,純電動汽車的銷量日漸增長,並且將在可預見的未來取代燃油汽車。龐大的潛在需求量使電動汽車供應鏈成為近年最受看好的產業。其中電動汽車最常採用的鋰電池模組首次出現在汽車供應鏈之中。作為電動汽車的核心系統,世界各大車廠無不尋求與電池生產的廠商展開深度合作。而各大電池生產商也紛紛在由大車廠所制定的供應鏈規則中尋求自身的定位,準備共享龐大的潛在商機。
    然而在目前的產業背景下,電動汽車尚未大規模的普及於大眾市場,尚無法確定各家車廠的地位是否會在將來的電動汽車主宰的市場中有所轉變。且電動汽車中最為核心且成本最高的電池系統而言,也尚未見到能夠同時達到性能、安全及成本較為平衡的方案,整體電動汽車產品處在產品生命週期的導入期與成長期之間,尚有諸多變數,也存在讓新的相關廠商進入的機會。
    在台灣,除了原有的電池產業廠商,亦有許多大型企業紛紛因應此趨勢投入電池產業,形成一條橫跨上下游的電動汽車電池供應鏈。然而這些電池廠商的規模相對於世界知名的電池廠商仍有差距,缺乏直接與世界一級車廠合作的機會。
    本研究將以台灣較具整合能力和規模且有意進軍電動汽車供應鏈的個案S公司做為目標,透過對S公司的現況、當前市場以及供應鏈現況進行資訊蒐集、訪談以及分析,並針對S公司提出進入電動汽車供應鏈的建議。
    With the rising attention of environmental protection, countries have imposed plans to gradually ban the fuel vehicles, and some manufacturers have made breakthroughs in technology, the sales of electric vehicles (EV) are increasing, and will replace fuel vehicles in the future. The huge potential demand has made the supply chain the most promising industry in recent years. Lithium battery modules commonly used in EV appear in the automotive supply chain for the first time. As the core system of EV, the world`s major car manufacturers are all seeking in-depth cooperation with battery manufacturers. And major battery manufacturers have also sought their own positioning in the supply chain ruled by major car manufacturers, expected to share huge potential opportunities.
    However, EV have not been popular in the mass market on, and it is still uncertain whether the status of each car manufacturer will change in the market dominated by EV in the future. And for the critical and highest-cost battery system in EV, there is still no solution that can achieve a balance between performance, safety and cost at the same time. The overall EV product is in the introduction and growth stage of the product life cycle. The market is not stable, and there are opportunities for new related manufacturers to enter.
    In Taiwan, in addition to the original battery industry manufacturers, many large enterprises have invested in the battery industry in response to this trend, forming a supply chain spanning upstream and downstream. However, the scale of these battery manufacturers is still smaller than leading battery manufacturers in the world, and lack of opportunities to directly cooperate with world-class automakers.
    This study will take “S company” which has integration ability and scale and intends to enter the EV supply chain as a case. Collect the information and analyze to propose suggestions for S company’s strategies in entering EV supply chain.
    Reference: 中文文獻
    方至民(2006),策略管理建立企業永續競爭力,新北市:前程文化事業有限公司
    林郁穎(2017),以五力分析及策略品牌管理觀點來探索鏡片產業的競爭力-以Y公司 為例,未出版碩士論文,藻外語大學國際事業暨文化交流研究所,臺灣高雄
    陳明俊(1993) , 臺灣企業國際市場進入模式與組織調適,未出版碩士論文,國立政治大學企業管理研究所,臺灣臺北
    集邦產研(2009),綠能錢潮:擁抱電動車的兆元商機 錢進電動車、電池產業的趨勢指南,臺北市:集邦出版
    鄭紹成(2013),亞洲觀點與全球思維 =International marketing management : Asia perspective& global thinking,新北市 : 前程文化
    譚秀慧(2009),BCG模式與公司績效關聯性之研究,未出版碩士論文,國立高雄應用科技大學商務經營研究所,臺灣高雄
    期刊報告與網路資料
    全球NB鋰電池模組龍頭- 新普(6121),全球前6大筆電品牌皆是它的客戶,而子公司AES-KY(6781)才是新普的成長動能? 2022-5-22檢自Kelvin價值投資https://www.kelvintaispace.com/simplo-twstock-6121/
    全球電動車銷量統計,上網日期2022-5-21檢自MarkLines https://www.marklines.com/cn/forecast/index
    施冠廷、張偉倫、卓永豐(2014)《電動車輛電池系統驗證設計之探究與考量》。中華民國第十九屆車輛工程學術研討會
    凌郁涵(2022),Canalys:2021年全球電動車銷售量增長109% 特斯拉居冠 from鉅亨網https://news.cnyes.com/news/id/4814365
    特斯拉打下中國市場的幕後功臣,寧德時代怎麼十年內坐上世界第一電池供應商?上網日期2022-5-22檢自數位時代https://www.bnext.com.tw/article/61220/catl-battery-electric-vehicle-china
    掌握電池者得天下!寧德時代、LG化學、Panasonic三大廠成全球車廠拉攏對象,上網日期2022-5-22檢自 數位時代https://www.bnext.com.tw/article/61715/ev-battery-market-catl-lgchem-panasonic
    傳LG擬2023年為特斯拉造4680新電池,在歐美建新廠,上網日期2022-5-22檢自網易科技https://www.163.com/tech/article/G4N9N1VC00097U7T.html
    搭上電動車熱潮 寧德時代上半年營收年增135%,2022-5-22檢自 鉅亨網https://news.cnyes.com/news/id/4710811
    電動車數位產業地圖,上網日期2022-5-20檢自綠色貿易資訊網 https://www.greentrade.org.tw/zh-hant/electric_vehicle
    外文文獻
    外文論文與專書
    Dunning, John H.; LUNDAN, Sarianna M. Multinational enterprises and the global economy. Edward Elgar Publishing, 2008. 63-78
    Porter E. Michael. (1980). Competitive Strategy: Techniques for Analyzing Industries and Competitors. New York: NY: Free Press.
    期刊報告與網路資料
    Belderbos, René. "Entry mode, organizational learning, and R&D in foreign affiliates: Evidence from Japanese firms." Strategic management journal 24.3 (2003): 235-259.
    Othman, Akmal Aini, et al. "The relationship between supply chain integration, just-in-time and logistics performance: A supplier’s perspective on the automotive industry in Malaysia." International journal of supply chain management 5.1 (2016): 44-51.
    Wang, Yunyang, Siming Qin, and Churan Zhang. "Tesla’s Supply Chain Vulnerabilities in the Chinese EV Market." Frontiers 2.4 (2021).
    Electric vehicles Setting a course for 2030,Retrieved 2022-5-15 from Deloitte https://www2.deloitte.com/us/en/insights/focus/future-of-mobility/electric-vehicle-trends-2030.html
    Electric Vehicle Battery Market Size, Share & Trends Analysis Report By Battery Type (Lithium-ion, Lead-acid, Nickel-metal Hydride, Sodium-ion), By Vehicle Type, By Propulsion, By Region, And Segments Forecasts, 2019 - 2025,Retrieved 2022-5-26 from https://www.grandviewresearch.com/industry-analysis/electric-vehicle-battery-market
    Description: 碩士
    國立政治大學
    企業管理研究所(MBA學位學程)
    110363059
    Source URI: http://thesis.lib.nccu.edu.tw/record/#G0110363059
    Data Type: thesis
    DOI: 10.6814/NCCU202200650
    Appears in Collections:[MBA Program] Theses

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