摘要(英) |
It has been over five decades, ever since the American and the Japanese came to Taiwan and established the first PCB company in1960s. From 1980 to 1990 was the golden age for PCB industry in Taiwan. However the PCB manufacturers were start moving to mainland China, due to the PCB industry are considering as a high pollution, high energy consumption and the labor-intensive industry. In the past ten years, the major PCB makers from Taiwan were took benefit from the preferential investment policies by Chinese government. Also benefit by the low labor costs and leading technology advantages, plus the Taiwanese base ODM companies’ fine cooperation, makes the revenue and profit of Taiwanese PCB makers were back to the peak again as the 90s.
However, the Chinese “Red supply chain” has been raised in these five years. The china base PCB makers had not only improved the capability and expended the facilities, but also driven up by the facts of Chinese brand companies building up the China local supply chain intentionally. Now, many China base PCB makers already had the ability to take the order from company such “Apple”, and also entered the AVL of the international brands companies. Moreover, many Taiwan base major ODM companies has approved the “Red supply chain” companies into their vendor list, which make Taiwan base PCB makers feel lots of pressure
This thesis research takes H Company as the case study. By analyze the target market of H company and how does the China base company took the market share from H company by creating advantages. In this study, the “Five Forces Model” was used to analyze the industry; SWOT analysis was used to investigate the strengths, weaknesses, opportunities and threats of H Company and the “red supply chain” vendors.
The result shows that, the H company has better advantage than the companies of “Red supply chain” after adjustments applied in recently years. However, since the market demand still less than supply, it causing the selling price will continue to decline. The China base company will keep follow and pursuit H Company in 3C market and the PCB industry is expecting to have a harder competition each year.
The case company will face more difficult challenges in the future, so, continuously upgrade technology and keep the distance from competitors are extremely necessary. In addition, early plan for high-end technology and production upgrading is required. As long as H company keeps revenue and profit growth and continues to upgrade the capability and technology. The Case company can achieve the sustainable growth and sustainable management. |
參考文獻 |
一、英文文獻
[1] Aaker, D. A. (1984). Strategic market management. John Wiley & Sons.
[2] Aaker, D. A. (1989). Managing assets and skills: The key to a sustainable competitive advantage. California management review, 31(2), 91-106.
[3] Andrews, K. R. (1971). Concept of corporate strategy.
[4] Ansoff, I. H. (1965). Corporate Strategy: An Analytic Approach to Business Policy for Growthand Expansion. McGraw-Hill.
[5] Bain, J. S. (1959). Industrial Organization (New York, 1959). BainIndustrial Organization1959.
[6] Bearden, W. O., & Shimp, T. A. (1982). The use of extrinsic cues to facilitate product adoption. Journal of marketing research, 229-239.
[7] Chandler Jr, A. D. (1962). 1998, Strategy and Structure: Chapters in the History of the American Industrial Enterprise.
[8] Chrisman , Hofer & Buolton (1988).Toward a system of classifying business strategies. Academy of Management Review, 13(3), 413-428.
[9] Collette S. (1999). SWOT analysis. Computer World.
[10] Courtney, H., Kirkland, J., & Viguerie, P. (1997). Strategy under uncertainty. Harvard business review, 75(6), 67-79.
[11] Drucker P. F., (1973), Management: Tasks, Perspectives, Practices, Heinemann, Londres.
[12] Fisk, George, (1976). Marketing systems, New York: Harper and Row Publisher.
[13] Glueck, W. F. (1976). Business policy: Strategy formation and management action. McGraw-Hill.
[14] Grant, R. M. (1991). The resource-based theory of competitive advantage: implications for strategy formulation. California management review, 33(3), 114-135.
[15] Hambrick, D. C. (1983). Some tests of the effectiveness and functional attributes of Miles and Snow′s strategic types. Academy of Management journal, 26(1), 5-26.
[16] Hamel, G., & Prahalad, C. K. (1994). Competing for the Future Harvard Business School Press. Boston, MA.
[17] Hax, A. C. (1990). Redefining the concept of strategy and the strategy formation process. Planning review, 18(3), 34-39.
[18] Hill & Jones. (1995). Strategic Management Theory: An Integrated Approach, Boston, MA: Houghton Mifflin.
[19] Hill & Gareth R. Jones. (1998). Strategic Management Theory:An Integrated Approach, 4th ed. Houghton Mifflin.
[20] Hill, C. W., & Jones, G. R. (2001). Strategic Management Theory: An Integrated Approach: [student Text]. Houghton Mifflin.
[21] Hofer, C. W., & Schendel, D. (1978). Strategy formulation: Analytical concepts. Minnesota: West Publishing.
[22] Kotler, P., & Kotler, P. (1976). Marketing management: Analysis, planning, and control. Prentice Hall.
[23] Miles, R. E., Snow, C. C., Meyer, A. D., & Coleman, H. J. (1978). Organizational strategy, structure, and process. Academy of management review, 3(3), 546-562.
[24] Mintzberg, H. (1987). Crafting strategy (pp. 66-75). Boston, MA, USA: Harvard Business School Press.
[25] Porter, M. E., & Strategy, C. (1980). Techniques for analyzing industries and competitors. Competitive Strategy. New York: Free.
[26] Porter, M. E., & Advantage, C. (1985). Creating and sustaining superior performance. Competitive advantage, 167.
[27] Rink, D. R., & Swan, J. E. (1979). Product life cycle research: A literature review. Journal of business Research, 7(3), 219-242.
[28] Scherer, F.M. (1970). Industrial Market Structure and Economic Performance, Rand McNally College Publishing Co, Chicago.
[29] Schuler, R. S. (1987). Personnel and human resource management. West Publishing Co.
[30] Shephered, W. G. (1979). “The Economics of Industrial Organization” Prentice Hall New York.
[31] Valentin, E. K. (2001). SWOT analysis from a resource-based view. Journal of marketing theory and practice, 9(2), 54-69.
[32] Weihrich, H. (1982). The TOWS matrix—A tool for situational analysis. Long range planning, 15(2), 54-66.
[33] Yin, R. K. (1994). Case study research: Design and methods. 2d ed. Applied Social Methods Research Series.
二、中文文獻
[1] Charles W. L Hill, Gareth R. Jones(2007)策略管理(七版),朱文儀、陳建男、黃豪臣 譯,華泰出版,原文書名:Strategic Management Theory: An Integrated Approach 7e.
[2] 「全球印刷電路板市場的挑戰與機會」TPCA (2016)
[3] 「2016 年台灣PCB 產業回顧及2017 年展望」工研院產經中心 (2016)
[4] 「全球百大PCB 排行與業界動態報導」 N.T. Information Ltd (2016)
[5] 大前研一,「策略家的智慧」,黃宏義譯,長河出版社,1984。
[6] 司徒達賢,台灣中小企業發展之經營策略,第一屆中小企業發展學術研討會,頁 1,1994。
[7] 司徒達賢,策略管理新論:觀念架構與分析方法,台北:智勝文化,2001。
[8] 余朝權,產業分析構面之探討,台北市銀行月刊,22(7),9-19,1991。
[9] 余朝權,產業競爭分析專論,台北:五南圖書出版公司,1994。
[10] 吳思華,產業政策與企業策略,中華經濟研究所,1987。
[11] 吳思華,策略九說:策略思考的本質,麥田出版社,1996。
[12] 吳思華,策略九說(三版),台北:臉譜文化出版社,2000。
[13] 吳鑄陶,企業組織的競爭優勢,國立清華大學工業管理研討會,1996。
[14] 林建山,企業環境掃描-市場機會分析,台北:台北商務印書館,1991。
[15] 林建山,產業政策與產業管理:針對我國經濟發展的理論與現實,商略,1991。
[16] 柯明志. 「成熟產業環境之競爭策略研究 我國印刷電路板產業為例」 國立台灣大學 國際企業學研究所碩士論文, (2004)
[17] 許士軍,現代行銷管理,台北:環球經濟社,1980。
[18] 許士軍,管理學,台北:東華書局,1990。
[19] 許碧書 「紅色供應鏈對我國之警訊與因應對策」兩岸經濟統計月報第267 期,(2015)
[20] 陳明璋,企業贏的策略:掌握成功的四項關鍵,台北:遠流,1990。
[21] 黃秀瑜 「紅色供應鏈對台灣鋰電池模組產業的影響」,中央大學管理學院碩士論文。(2016)
[22] 楊宏強. 「全球PCB產業和頂尖PCB企業現狀分析」印製電路資訊,(2014)
[23] 劉孟俊 「台灣如何因應紅色供應鏈衝擊」(2015)
[24] 蔡國寶. 「產業聚群演化與企業經營關係之研究-以大陸地區台商投資之PCB產業為研究對象」 中原大學企業管理學系碩士學位論文,2008/01
[25] 聶建中 「中國製造2025啓動大國崛起的引擎」(2015)
[26] 邁克爾•波特. 「競爭戰略」又名: Competitive Strategy 譯者: 陳小悅. 華夏出版社(2005)
參考網站
1. 公開資訊觀測站 http://mops.twse.com.tw/
2. 巨潮資訊網( 中國證劵監督管理委員會認可信息披露指定網站)
http://www.cninfo.com.cn/
3. 瀚宇博德股份有限公司網址 http://www.hannstarboard.com/
4.電子時報 http://www.digitimes.com.tw/
5.IEK 產業情報網 http://www.ieknet.iek.org.tw/
6.台灣電路板協會 http://www.tpca.org.tw/
7.PCB信息網http://www.pcbinfo.net/
8.PCB網城http://news.pcbcity.com.cn/
9.中國印製電路板協會http://www.cpca.org.cn/
10.天下雜誌http://www.cw.com.tw/ |