- 學位論文
台韓電子產業競爭力分析-以智慧型手機產業為例
Competitiveness Analysis of Taiwan's and South Korea's Electronics Industry ~ Case of Smart Phone Industry
摘要
歷經1970年代兩次能源危機後，台灣產業結構由勞力密集的輕工業轉變為科技導向的電子產業，扮演推動經濟成長的動力，更是景氣興衰的主要指標。在產業轉型過程中，勢必會受國際間相同產業競爭，而與台灣電子產業競爭最激烈則是東北亞的南韓。在產業發展過程中，兩國產業結構相似，同屬發展中國家的代表，是以不論在任何方面南韓一直都是台灣的競爭對手，特別是在電子產業，兩國政府發展電子產業展現非常不同的型態。 近年來電子通訊設備發展迅速，人們對傳統手機需求已從基本通話功能轉向上網、娛樂等功能，應運而生的則為「智慧型手機」。自2005年開始，全球行動電話市場規模達到1,025億美元，已超越桌上型電腦的1,018億美元，行動電話凌駕個人電腦而為全球科技產品龍頭，也是產業規模最大的產品，逾10億支、1,000億美元的巨大商機使得行動電話主導全球科技產業。 本研究目的在了解台、韓兩國在電子產業上的競爭力為何，以及發掘台灣電子產業未來發展方向。研究範圍包括台灣與南韓電子產業目前面臨的市場現況，並針對最大產值的行動電話產業，運用SCP分析、五力分析及SWOT分析進行探討台灣智慧型手機產業發展。並建議廠商應積極因應巿場調整企業經營策略，分析公司價值鏈活動以進行差異化，產業策略聯盟發展關鍵零組件，在產品上採行多角化策略。
並列摘要
After being hit by the two energy crises in 1970s, Taiwan’s industry structure has gradually changed from labor-intensive light industry to technical-oriented electronics industry, which not only plays an important role of driving economic growth, but also a key indicator of economic boom. During the process of industry transformation, it is inventible to encounter competitions from other countries. For Taiwan’s electronics industry, the greatest threat is from South Korea of Northeast Asia. The industry structures of Taiwan and South Korea are very similar. Both are representative of developing countries. Therefore, South Korea has always been Taiwan’s major competitor in every aspect, particularly, in electronics industry. Governments of the two countries adopt very different approaches to develop their electronics industries. In response to the rapid progress of electronic communication equipment, the demands for mobile phones have also changed from basic voice communication to Internet browsing and entertainment functions. Smartphone is therefore emerging rapidly under this trend. Worldwide mobile phone market has reached USD 102.5 billion in 2005, surpassing the USD 101.8 billion of desktop PC market for the first time. Mobile phone has replaced personal computer, becoming the largest volume of the hi-tech product. With more than 1 billion units of shipment and USD 100 billion of market scale, the huge business opportunity has made it the key driving force of the global technology industries. The aim of this study is to investigate the core competitiveness of Taiwan’s and South Korea’s electronics industries, and explore future development directions for the electronics industry in Taiwan. The research covers the current market status of the electronics industries in Taiwan and South Korea, and then adopts SCP analysis, Five Forces analysis, and SWOT analysis to examine the development of Taiwan’s smart phone industry. Based on the study, it is suggested that local smart phone companies should aggressively adapt business strategies responding to market status, analyze value chain activities for differentiation, make strategic alliance to develop key components, and adopt diversifying strategy for product launch.