臺灣電子產業貿易發展與國際分工趨勢之研究

The Research on the Trends of Trade Development and the International Production Disintegration of Taiwan’s Electronic Industry

劉宗旻(Tsung-Min Liu)

指導教授 ： 楊子菡

國立臺北大學/公共事務學院/財政學系/碩士(2009年)

摘要

本研究主要從臺灣電子產業進出口產品結構，觀察貿易發展及國際分工趨勢。藉由楊子菡、廖月波(2004)以CES模型所推導代表產品結構之兩項指數-產品組合指數及產品更迭指數，檢視1989-2007年期間臺灣電子產品結構變化之情況。
實證結果顯示，臺灣電子產品出口對象逐漸從美國轉移至中國大陸等亞洲國家，部分資訊通信產品組合結構趨向惡化，但最主要之出口產業-電子零配件產業，產品組合與產品更迭狀況良好，顯示臺灣電子產業逐漸朝中間財生產集中，並朝高品質結構調整。而臺灣與美國、中國、日本之間，垂直生產分工體系建立，促使各國中間財貿易成長，出口中間財產品組合與更迭情況良好，但自美國、日本進口之晶圓產品有產品更迭惡化的現象，而對中國大陸進出口之電子產品組合與更迭情況則較為良好。

關鍵字

CES模型 ； 電子產業 ； 國際生產分工 ； 產業內貿易

並列摘要

The research was to investigate the trade development and the international production disintegration trends of Taiwan’s traded electronic products. The product mix index and the product turnover index are computed, which are constructed from the CES model built by Yang and Liao (2004). The product mix index is used to measure the structural change of product contents, and the product turnover index is used to measure the rate of entering new product areas in terms of dropping out of old products. The t-test is then conducted to analyze the performance of the industry in the sample period of 1989-2007.
The results show that Taiwan’s major trading partner has changed from USA to China. For the information and communications products, the product mix index is deteriorated. But for the products of electronic parts, both indexes are constantly improving. The results of the test show that Taiwan electronic industries gradually towards the production of intermediate goods. The vertical production integration among Taiwan, United States, China, and Japan has been promoted the development of intermediate goods trade. However, the product turnover of the imported wafer products from USA and Japan are deteriorated. The performance of the electronic products imported from or exported to China is relatively better.

並列關鍵字

CES model ； electronic industry ； international production disintegration ； intra-industry trade

參考文獻

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