資料載入中.....
|
請使用永久網址來引用或連結此文件:
https://nccur.lib.nccu.edu.tw/handle/140.119/157702
|
| 題名: | 電子產業品牌商、代工廠及上游元件廠間供應鏈策略探討: 以雙T公司半導體廠為例
An Analysis of Supply Chain Strategies among Electronics Brands, EMS, and Upstream Component Suppliers: A Case Study of Two T Companies |
| 作者: | 黃添煌
Huang, Tien-Huang |
| 貢獻者: | 羅明琇
陳冠儒
Lo,Ming-shiow
Chen, Kuan-Ju
黃添煌
Huang, Tien-Huang |
| 關鍵詞: | 供應鏈
半導體
雙T大廠
Supply Chains
Semiconductor
Two T companies |
| 日期: | 2025 |
| 上傳時間: | 2025-07-01 14:24:05 (UTC+8) |
| 摘要: | 時序進入2025年，中美兩大國在經濟與政治上持續競爭，在貿易戰與地緣政治中，美國貿易巨大赤字與提高關稅相關議題，推動China+1，Taiwan +1的生產基地移轉。中游的台灣電子專業製造廠 (Electronics Manufacturing Services, EMS) 紛紛應下游品牌客戶要求，移轉或增設工廠至美國，東南亞，印度或墨西哥區域。上游的半導體廠如德州儀器(Texas Instruments, TI)，東芝(Toshiba)及經銷商(大聯大集團、World Peace Group, WPG)，及中游零組件供應商亦須跟隨電子專業製造廠(EMS)移轉供貨地點。當全球化呼聲已逐漸消減，供應鏈產生重塑的狀態下，其中品牌業者依消費者所在地，如歐美或中國要求電子專業製造廠(EMS)不同廠區出貨來應對關稅影響。上游元件廠亦在業績壓力下，須與品牌業者與電子專業製造廠(EMS)應對下，產生更多成本。供應鏈中各家業績及成本，延伸攻防博奕，供應鏈穩定與彈性與回應多變的市場需求為決策的關鍵因素。而上游半導體銷售管道，依產品特性與客戶別，在本論文研究廠商雙T(Ti & Toshiba)大廠中有不同做法。廠商需在成本控制，客戶關係，與市場競爭間尋求最佳平衡。
Time clocking into Calendar year 2025, the two major powers, the United States and China, continue to compete economically and politically, amid trade wars and geopolitical tensions. The significant trade deficit of the United States and issues related to increased tariffs have driven the shift of production bases under the China+1 and Taiwan+1 strategies.
Taiwan's large Electronic Manufacturing Services (EMS) companies are responding to the demands of downstream brand customers by relocating or establishing factories in the United States, Southeast Asia, India, or Mexico. Upstream semiconductor manufacturers (such as Texas Instruments/TI and Toshiba) and distributors (like WPG) as well as midstream component suppliers are also required to follow EMS companies in relocating their supply locations.
As globalization sentiments diminish and supply chains undergo restructuring, brand operators are required to ship from different EMS facilities based on consumer locations, such as Europe, the United States, or China, to mitigate tariff impacts. Under pressure to perform, upstream component manufacturers must collaborate with brand operators and EMS companies, leading to increased costs. The competition and cost dynamics among various players in the supply chain create a scenario where stability, flexibility, and market demand are crucial decision-making factors.
This paper examines different strategies employed by two major manufacturers (TI and Toshiba/Kioxia) in semiconductor sales channels based on product characteristics and customer types, seeking the best balance between geopolitical considerations, cost control, and market competition |
| 參考文獻: | 1.電子時報 ，2019-10-29. (LaaS專題) 大聯大聚焦LaaS模式 半導體通路數位轉型關鍵。
2.PRISMARK PRESENTATION,2024-10-27. 2024 Q2 Packaging Substrate Market Update. Electronic System Market Forecast,引用數據。
3.IDC, 2024-03-22. 2024 Semiconductor Market Outlook,
Accelerating Industry Growth Cycle through Investment and Innovation.引用數據。
4.工業技術研究院，2023-07, 2023 Semiconductor industry Year book, review. |
| 描述: | 碩士
國立政治大學
經營管理碩士學程(EMBA)
112932088 |
| 資料來源: | http://thesis.lib.nccu.edu.tw/record/#G0112932088 |
| 資料類型: | thesis |
| 顯示於類別: | [經營管理碩士學程EMBA] 學位論文
|
文件中的檔案:
| 檔案 |
描述 |
大小 | 格式 | 瀏覽次數 |
|---|
| 208801.pdf | | 4667Kb | Adobe PDF | 0 | 檢視/開啟 |
|
在政大典藏中所有的資料項目都受到原著作權保護.
|
