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| 研究生： |
林彥伯 Lin, Yen-Po |
|---|---|
| 論文名稱： |
全球電動車產業展望：台灣廠商的機會 An Outlook of The Global Electric Vehicle Industry : An Opportunity for The Taiwanese Companies |
| 指導教授： |
吳文傑
Wu, Jack |
| 口試委員: |
鄭輝培
Cheng, Terry 連賢明 Lien, Hsien-Ming |
| 學位類別： |
碩士
Master |
| 系所名稱： |
商學院 - 國際經營管理英語碩士學位學程(IMBA) International MBA Program College of Commerce(IMBA) |
| 論文出版年： | 2021 |
| 畢業學年度： | 109 |
| 語文別： | 英文 |
| 論文頁數： | 43 |
| 中文關鍵詞： | 電子產業 、汽車產業 、電動車 、電氣化 |
| 外文關鍵詞： | electronics industry, automotive industry, electric vehicle, electrification |
| DOI URL： | http://doi.org/10.6814/NCCU202101291 |
| 相關次數： | 點閱：372 下載：0 |
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Taiwanese companies serve as the global leader in the electronics industry and have developed state-of-the-art ICT capabilities. However, Taiwanese companies have suffered from market saturation and intense competition within the electronics industry for the past several years. In addition, Taiwanese companies are exploiting a new business opportunity by enhancing core competencies to alleviate the impact of the targeted market downturn.
With stricter emission regulation, the ban on the sale of the internal combustion engine vehicle has fostered the development of the electric vehicle. The electrification trend is transforming the landscape of the automotive industry; the electric vehicle market is up for grabs for existing suppliers and potential suppliers. Taiwanese companies try to utilize their ICT capabilities to participate in the electric vehicle megatrend to pave out a new growth track.
The purpose of the study is to illustrate the trend of the electric vehicle and identify the opportunities and challenges for Taiwanese companies to steer into the automotive industry.
1. Introduction 1
2. The Overview of Electronics Industry 3
2.1. The Personal Computer Market 3
2.2. The Smartphone Market 4
2.3. The Tablet Market 5
2.4. The Server Market 6
2.5. The Supply Chain of Electronics Industry 6
2.6. The Summary of Electronics Industry 7
3. The Overview of Electric Vehicle Industry 9
3.1. The Regulation on CO2 Emission, the Government Policy, the Subsidy 9
3.1.1. The Regulation on CO2 Emission for Passenger Cars 9
3.1.2. The Government Target to Phase Out All New Sales of ICEV 10
3.1.3. The Government Policy to the Adoption of Electric Vehicle 13
3.1.4. The Subsidy on the Purchase of Electric Vehicle 14
3.2. Automobile Manufacturer Announcements – The Electrification Plan 15
3.3. The Sale and Global Share Forecast of Passenger Vehicle 16
3.4. The Supply Chain of Automotive Industry 17
4. The Challenges for Taiwanese Companies 19
4.1. The Targeted Market is Entering Mature Phase 19
4.2. The Product Specifications are Different 21
4.3. The Strict Validation for Automotive Products 22
4.4. Talent, Technology and Experience in the Automotive Industry 23
5. The Opportunities for Taiwanese Companies 24
5.1. The Electrification Trend on the Vehicle 24
5.2. The Automotive Industry is Changing 28
5.3. The Outsourcing Trend is Increasing 30
5.4. The Regionalized Supply Chain is Happening 31
5.5. The Value Creation and Industry Transformation 32
5.6. Porter Five Forces 33
5.6.1 Rivalry among Established Companies 33
5.6.2. Risk of Entry by Potential Competitors 33
5.6.3. The Bargaining Power of Buyers 34
5.6.4. The Bargaining Power of Suppliers 34
5.6.5. The Threat of Substitutes 35
5.6.6. The Power of Complementors 35
6. The League Steers into the Automotive Industry 36
6.1. The Objectives 36
6.2. The Strategic Alliance 36
6.3. The Product Offering 37
6.4. The SWOT Analysis 38
6.4.1. The Strengths 38
6.4.2. The Weaknesses 38
6.4.3. The Opportunities 38
6.4.4. The Threats 39
7. Conclusion 40
8. Reference 42
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Enter Supply Chain of AI Smart Car in Five Steps of International Auto Reliability Specs, istgroup. From https://www.istgroup.com/tw/tech_20180508/?cat=164
2016汽車智慧應用成亮點 六大車廠誰最Smart？From http://www.naipo.com/Portals/1/web_tw/Knowledge_Center/Industry_Economy/IPNC_160302_0704.htm
Trends-of-Future-EE-Architectures_How new Architectures change the Automotive Industry. From https://www.gsaglobal.org/wp-content/uploads/2019/05/Trends-of-Future-EE-Architectures.pdf
Investor Day, Magna. From https://sec.report/Document/0001171843-18-001761/exh_991.htm
How automakers can survive the self-driving era, A.T. Kearney. From https://www.kearney.com/automotive/article/?/a/how-automakers-can-survive-the-self-driving-era
Designing Resilience into Global Supply Chains. From https://www.bcg.com/publications/2020/resilience-in-global-supply-chains
MIH EV Open Platform. From https://www.foxconn.com/en-us/mih-ev-open-platform
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