| 摘要: | 印刷電路板 (Printed Circuit Board, PCB) 是現代科技發展中最為重要的關鍵零組件之一，我國在PCB產業的發展相當成熟也在全世界PCB產業扮演舉足輕重的角色。然而，隨著中國本土廠商崛起及近期中美貿易戰的發燒，在我國多數的PCB廠皆有在中國設廠投資的情況下，未來的因應，是本研究所欲探究的重點。
由於PCB應用面廣泛且廠商眾多，本文先簡述PCB的基本產品別、終端應用和製程，再從PCB產業在全球及台灣的發展現況進行討論。在過去，基於許多原因PCB產業供應鏈曾發生大規模遷徙，中國因而成為最大供應國，其中有相當比例為台灣廠商設廠投資。但是許多因素不斷變動，台灣廠商該如何決策是值得探討的議題。
本研究運用結構－行為－績效 (Structure-Conduct-Performance, SCP) 模型對PCB產業進行分析並後續針對中美貿易戰的情況提出可能的因應策略以供我國PCB廠商參考。
最後，本文針對未來台廠可能面臨的情況，提出三種因應策略，分別是技術升級、市場多樣化和同異業結盟，為本文的結論。;Printed circuit boards are one of the critical components in modern technologies. In Taiwan, the industry has been highly developed, which plays an important role for products of all kinds worldwide. However, with the emergence of competitive Chinese companies and the recent China-US trade war, since most Taiwanese manufacturers have invested in Mainland China, it becomes a serious issue to deal with various future situations.
Since PCB has a wide range of applications with large amounts of companies in the industry, in this research we explain in brief the basic categories of PCB products, their applications and manufacturing processes. Then we discuss the development of the industry within Taiwan and worldwide. In the past, the industry chain had migrated from developed countries to developing countries due to several reasons, rendering China the biggest country in production, where many companies and factories are invested by Taiwanese manufacturers. For them, how to make decisions under certain circumstances is an important topic.
In this paper we also use the Structure-Conduct-Performance Model, or SCP, to analyze the PCB industry. Then we further propose several strategies for potential situations caused by the China-US trade war.
Finally, we draw a conclusion that, to face possible situations, there are three strategies worth considering: enhancement of technical capabilities, increase of market diversity and alliance between companies. |
