- 學位論文
台灣電感產業成長策略之探討—以AG公司為例
The Study of Growing Strategy of Taiwanese Inductive Component Manufactures —The Case Study of AG Company
摘要
本研究採用個案研究方式,探討台灣電感產業之成長策略,以較具規模公開發行上市/上櫃/興櫃代表廠商5家為研究對象,以次級資料分析法,從各公司年報收集彙整營收、獲利、市場、產品與產能佈局等相關資料,除了一般的每股獲利(EPS)外,加入企業評價之投入資本報酬率(ROIC)與盈餘品質分析的概念,比較各電感器廠商所創造之價值與績效,結合五力分析/SWOT分析/價值鍊分析與關鍵成功因素等學理,並根據過去在產品發展、市場行銷與生產運籌的成長軌跡,研究獲致下列行銷、生產與研發可供電感器廠商參考的成長策略： 一. 電感器配合主動元件(IC)或大客戶,在開發階段設計進入(Design In) ,可以佔得市場先機,也保有較好利潤之價格。 二. 向上垂直整合發展關鍵材料鐵氧體磁芯,對於現有產品之技術突破與成本降低,可以發展出獨特的競爭優勢。 三. 面臨大陸沿海城市的人力短缺與電力供應不足,投入大量資金,導入自動化生產設備及將工廠遷往內地或越南等勞力更充沛、成本更低廉的地區,是供應能力確保的可行做法。 關鍵字：電感產業、Design In 策略、五力分析、價值鏈分析
並列摘要
This study examines the growing strategies of Taiwanese inductive component manufactures through the method of secondary data analysis. Five published companies were selected and evaluated via EPS, ROIC, Earning Quality Analysis. Base on methodologies of five forces analysis, SWOT, Value chain and KSF, the selected companies were further analyzed by comparing their design, marketing, and production strategies. The results of the study revealed: 1. The practice of design in strategy will be better in ensuring the market strength and pricing. 2. It becomes crucial to develop vertical-integrated business model by incorporating the production of key material – ferrite into the business. Such integrated model will further strengthen the production innovation and cost reduction for competitive edge. 3. Facing the labors and utilities shortage in the large city of the east coast area of China, new supply chain sourcing strategy to sustain the supply capability is essential. Possible options include state-of-the-art factory automation or new factory sites at Southeast Asia country such as Vietnam. Keywords:Inductive component manufacture, Design In strategy, Five forces analysis, Value chain analysis.