手機產業在台灣產業結構中屬於技術密集以及知識密集、附加價值高的產業。在台灣多家過去IT產業技術主導廠商相繼投入後，台灣已經成為全球主要手機品牌經營者以及製造廠所倚賴的重要代工廠商，更是重要新產品研發合作的夥伴。本研究因而針對手機產業的經營績效進行探討。 本研究經由產業價值鏈及五力分析理論，以及其產業變化與成長的過程來了解手機產業的經營策略之現況。利用公開資訊站相關資料，選取24家手機產業廠商2005第二季至2009年第一季資料。實證分析所使用的變數包含設廠年齡、廠商規模、資本勞動比、研發密集度等。本研究首先比較各變數之間的差異，再利用實證分析檢視其與手機廠商經營績效間之關係。 實證結果指出，廠商規模、研發費用、行銷費用、資本勞動比，對手機產業廠商之經營績效呈現正向顯著的影響。未來台灣手機廠商，若是要提升經營績效，必須更加重視及加強研發與行銷，並積極開發高附加價值零組件。藉由擴展上游關鍵零組件，行動電話系統的廠商始能成為參與標準化制度的參與者。 The mobile phone industry play an important role in Taiwan’s industrial structure. The industry is characterized by having high value added and being technology and knowledge-intensive. After several prominent Taiwanese IT subcontractors entered the field, Taiwan has become one of the world’s main subcontractors as well as an important cooperation partner in the R&D of new products for leading cell phone brands and manufacturers in the world. This study investigates the operation performance of the mobile phone industry in Taiwan. This study uses Michael E. Porter’s Value Chain and Five Forces Model to understand the business strategies and describes the changes, development and current status of the cell phone industry. It collects public data of 24 listed companies in the period from the second quarter of 2005 to the first quarter of 2009. The variables of Empirical analysis include the firm’s age, scale, capital and labor ratio , R&D expenses, marketing expenses, debit rate, peak season, etc. Those variables are compared first, and then empirical analysis is used to examine the relationship between them and firm’s performance. The results of empirical analysis show that scale, R&D expenses, marketing expenses have positive impact on the firm’s operation performance in the mobile phone industry. Thus, in order to increase operation performance, Taiwan’s cell phone firms need to enhance R&D expenses and marketing expenses and to move toward higher value added. Only through expanding into the field of upstream key components, Taiwan’s cell phone firms can become the participants of the standard system in the future.
