高科技產業權力流動與系統整合：以TFT-LCD與鴻海-群創集團為例

The Power Flow and Systm Integration of High Tech Industry: The Case of TFT-LCD and Foxconn-Innolux Group

張格維(Ke-Wei Chang)

指導教授 ： 周志龍

國立臺北大學/公共事務學院/都市計劃研究所/碩士(2008年)

摘要

發展型國家理論強調國家功能與關鍵作用，卻忽略了廠商的角色，特別是全球化發展廠商在全球生產網絡的作用與影響。因此本文以廠商為關注焦點，藉以瞭解在經濟全球化下地方廠商與全球生產網絡之間的聯結關係及其內部運作邏輯。然而在理論回顧的過程中，本文發現有關全球生產網絡與廠商間互動的相關論述中存有許多缺陷，並大多集中在「廠商間權力關係」與「組織型態及產業升級」兩項議題之間。本文認為，這些理論針對這兩項議題的討論存有過多的意識型態以至於對現實世界的解釋上產生極大的偏誤。有鑑於此，本文將研究主題放置在廠商間的「權力流動」及組織型態的「系統整合」，試圖去釐清與修正過去論述的缺陷與不足所在，並以全球最大電子專業代工的鴻海-群創集團在TFT-LCD產業的發展佈局為個案來進行論證說明。
根據本論文的研究結果顯示，過去全球商品鏈等相關論述所倡導的權力統理結構及生產者與買主驅動結構，在描述現況上會產生偏差，主要原因在於上述理論忽略了「現實世界中的動態變遷過程」及「水平廠商間的相互競爭關係」。故本文將其理論進行修正，並提出較為符合現實世界的描述。本文首先自廠商間互動關係中解析出「結構性權力(Structural Power)」與「週期性權力(Cyclic Power)」兩種權力型態，並探討兩種權力的流動情形及彼此之間的關聯性；其次，本文發展出「全球商品流通管(Global Commodities Pipe，GCP)」架構，用以描述與解釋廠商在全球生產網絡中相互交易、競爭及組織型態改變的過程中，所隱含的權力追求過程及流動性質；最後，本文認為權力的流動最終將漸趨穩定，並成為一暫時性權力平衡的穩定結構，此即為GCP中的動態權力平衡(the Dynamic Balance of Power)」運作邏輯。

關鍵字

結構性權力；週期性權力；全球商品流通管；動態權力平衡

並列摘要

The theory of developmental state that emphasizes the key effect of the state has neglected the roles of the firm, especially the influences of global firms on the global production networks (GPN). In this regards, this research pays special focus on the firms so as to understand the relationships between local firms and GPN, as well as the internal operation logic of GPN under the globalized economies. However, during the process of theory reviewing, this research discovers many defects in the theories especially regarding two issues: (1) power relations between firms, and (2) the organization structures and industrial upgrading.
This research argues that certain ideology exists within these theories resulting in their biased explanations of the real world. For this reason, this research focuses on the subjects of “flows of power among firms” and “system integration” of organization structures. By using the development of FOXCONN-Innolux Group, world’s largest EMS (Electronic Manufacturing Service) firm, in the TFT-LCD industry as the studying case, this research attempts to clarify and revise the defects of existing theories.
According to the research findings, the global commodity chain (GCC) and its related theories that advocate the governance and the producer/buyer-driven structures, would have biases in their descriptions of present situation. The main reason is that, these theories neglect the “dynamic evolutionary processes of the real world” and “the mutual competition between horizontal firms”. Therefore this article would like to revise these theories and propose a description that would conform more precisely to the real world.
First, this research derives two power structures, “Structure Power” and “Cycle Power”, from the inter-firm relationships, and discusses the flows of power and the relations between the two structures. This research then proposes a “Global Commodities Pipe, GCP” framework to describe and explain the trade, competition, and the changes of organization structures of firms in the GPN. Finally, this research argues that the flows of power will gradually reach a stable condition in the end, and will become a temporary stable structure- this is the operation logic of the Dynamic Balance of Power of the GCP.

並列關鍵字

Structural Power ； Cyclic Power ； Global Commodities Pipe ； Dynamic Balance of Power

參考文獻

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