中國汽車產業變遷與零部件供應商 創新發展策略之個案研究

A Case Study on the Automotive Industry Change and an Automotive Component Supplier's Innovation Strategy in China

林上煒(Shang-Wei Lin)

指導教授 ： 李吉仁

國立臺灣大學/管理學院/臺大－復旦EMBA境外專班/碩士(2021年)

https://doi.org/10.6342/NTU202104545

摘要

在此產業變遷的脈絡下，本研究採取案例研究方法，探討一家中國主要的汽車零元件供應商，E公司，在面臨科技變化與環境需求，以及產業結構即將變遷的前提下，如何發展其創新發展策略，並提出擴張、守成與轉變三個創新策略模式。
本研究認為未來汽車零元件產業應轉向以研發為主的發展模式，以建立自有的關鍵技術，方能支援其策略定位，在產業中站穩主要供應商的地位；如個案E公司主要策略以汽車零部件的輕量化為目標，搭配企業主要營業項目為車身結構零部件及防撞系統零部件的設計、研發、製造及銷售進行總體策略規劃，預期未來可獲得顯著的成效，值得同業學習。另外，針對零元件供應商的事業組合，本研究建議個案公司應藉由重新的盤點，歸納為安全類、環保類、節能類、輕量類等，找出最有競爭優勢的產品組合，期望能夠順利引領汽車零元件產業往新的供應商業模式，甚至第二曲線發展。

關鍵字

汽車零元件產業 ； 產業分析 ； 創新策略 ； 第二曲線

並列摘要

Our thesis undertakes a case study based on the analyses of China’s automotive industry and the case company who faces technological and environmental change. We first analyze the future development opportunities of China's auto parts industry. Then, through the analysis of the innovative strategy established by the case company under the challenge of the change of the industrial environment, we outline three innovative strategy models taken by the case company; they are expansion, preservation and transformation.
The implication of the research proposes that the future automotive component industry should shift to an industrial development model based on research and development, in order to establish the manufacturer’s own key technologies, so that the automotive component industry can continue to gain a firm foothold in its role as a supplier. For example, when the overall enterprise is facing environmental changes, the case company aims to reduce the weight of auto parts, and with its main business to conduct overall strategic planning for the design, research and development, manufacturing and sales of body structure parts and anti-collision system parts. It is expected that visible results will be obtained in the near future, and this experience is worth learning from the industry. In addition, for suppliers, the study proposes to reconfigure resources, such as: classified into safety, environmental protection, energy saving, light weight, etc., to find the most competitive combination, which can lead the automotive component company moving toward new supply business models and even the development of the second curve.

並列關鍵字

automotive component industry ； industrial analysis ； innovation strategy ； second curve

參考文獻

一、中文部份

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