後疫情時代台灣半導體供應鏈的機會與挑戰之研究

The Study of Opportunities and Challenges of Taiwan's Semiconductor Supply Chain in The Post-epidemic Era

邱子豪(Tzu-Hao Chiu)

指導教授 ： 林江峰

淡江大學/商管學院/國際企業學系碩士班/碩士(2022年)

https://doi.org/10.6846/TKU.2022.00776

摘要

論文提要內容：
疫情的爆發對於半導體產業產生了全面性的衝擊，除了因疫情導致的封城、遠距工作等措施的影響外，從全球政局的變化、供應鏈的斷裂、航運的改變，到生活型態的變遷等都對於全球半導體的供應產生了全面性的影響，因此在疫情後的時代，各個半導體業者都必須要盡快了解到疫情所帶來的影響，還有整體產業在疫情爆發後所會面臨到的後續狀況，並提前進行部屬以應付未來的產業趨勢。
本文會在第二章對於供應鏈管理、競爭策略，以及SWOT和五力分析法等相關文獻進行回顧，並在第三章來對於全球及台灣的半導體產業之結構與現況進行探討與分析，隨後於第四章中選擇T公司作為本研究之個案研究對象，並用供應鏈管理、SWOT分析及五力分析等方法來對其進行探討，以了解該公司在疫情爆發後的供應鏈及競爭策略方向，最後再對於該公司以及其他同產業之業者提供建議。
研究結果發現，在疫情爆發後對於半導體產業所帶來的需求成長並不會長期維持下去，並會在往後的數年間慢慢地回歸常態，同時基於各國對於強化自身半導體生產的決心，將會導致在未來的半導體供應鏈中傾向於選擇本土廠商進行供應，從而抬高整體價格並使半導體產能逐漸飽和，最後鼓勵台灣相關業者透過聯盟方式前往海外拓展業務，並把握住未來會崛起的新興產業發展差異化產品。

關鍵字

半導體產業 ； 供應鏈管理 ； 競爭策略 ； SWOT分析 ； 五力分析

並列摘要

The outbreak of the epidemic has had a comprehensive impact on the semiconductor industry. In addition to the impact of measures such as city lockdowns and work-from-home caused by the epidemic, changes in the global political circumstance, disruption of supply chains, changes in shipping, and changes in lifestyles and other changes have had a broad impact on the global semiconductor supply. Therefore, in the post-epidemic era, each semiconductor companies must understand the impact of the epidemic, follow-up status, and what the overall industry will face after the outbreak as soon as possible, then deploy at the due course to cope with future trends and variations.

In Chapter 2, this paper will review related literatures in certain areas such as supply chain management, competitive strategy, SWOT and five forces analysis, and in Chapter 3 will discuss and analyze the structure and current situation of the global and Taiwan semiconductor industry, and then In Chapter 4, T Company is selected as the case study object of this research, and the methods of supply chain management, SWOT analysis and five forces analysis are used to discuss it, so as to understand the company's supply chain and competitive strategic direction after the outbreak of the epidemic. , and finally provide advice to the company and other players in the same industry.

The research found that the growth in demand for the semiconductor industry after the outbreak of the epidemic will not be sustained for a long time, and will slowly return to normal in the next few years. At the same time, based on the determination of various countries to strengthen their own semiconductor production, that will lead to the tendency to opt local manufacturers for supply in the future semiconductor supply chain, thereby raising the overall price and gradually lead to the saturation in semiconductor production. Finally, related Taiwanese industries are encouraged to expand their business overseas through alliances, and develop differentiated products to grasp the emerging industries that have promising future.

並列關鍵字

Semiconductor Industry ； Supply Chain Management ； Competitive Strategy ； SWOT Analysis ； Five Forces Analysis

參考文獻

英文文獻

1. Ansoff, I. (1957), Strategies for Diversification, Harvard Business Review, pp.

113-124.

2. Berg, B. (1998). Qualitative research methods for the social sciences. Boston: Allyn Bacon.

3. BCG (2021), "Supply Chains as a Game-Changer in the Fight Against Climate Change".