| 研究生: |
楊若琳 Yang, Gina |
|---|---|
| 論文名稱: |
中美貿易戰和新冠疫情對於台灣網路交換機產業供應鏈的挑戰與機會 - 以廣達電腦為例 Analysing the Impacts and Challenges of the US China Trade Conflict and COVID-19 on Taiwan's Ethernet Switch Supply Chain - A Case Study of Quanta Computer |
| 指導教授: |
吳文傑
Wu, Jack |
| 口試委員: |
鄭輝培
Cheng, Terry 傅健志 Fu, Chien-Hao |
| 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: | 2025 |
| 畢業學年度: | 113 |
| 語文別: | 英文 |
| 論文頁數: | 42 |
| 中文關鍵詞: | 乙太網路交換器 、供應鏈韌性 、美中貿易戰 、新冠疫情 、廣達電腦 、供應鏈重組 、SCRES理論 |
| 外文關鍵詞: | Ethernet switch, supply chain resilience, U.S.-China trade war, COVID-19, Quanta Computer, supply chain restructuring, SCRES framework |
| 相關次數: | 點閱:113 下載:0 |
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本篇論文探討台灣乙太網路交換器產業,如何因應美中貿易衝突與COVID-19疫情所帶來的供應鏈衝擊。透過個案研究方法,本研究分析廣達電腦為了降低風險並維持營運連續性所採取的策略性供應鏈調整與結構性變革。本研究以供應鏈韌性(SCRES)理論架構為指導,從供應鏈再設計、敏捷性、協作能力及風險意識文化等面向進行探討。研究結果指出,廣達採取分階段產能轉移策略,將生產據點分散至多個地區,並推動區域化的物料規劃與供應商風險評估標準升級。這些行動使公司能夠在面對地緣政治與疫情挑戰時,仍維持良好的交付表現。本研究提供了理論與實務層面的洞見,有助於硬體製造商在全球不確定性加劇的情況下,建立更具韌性的供應鏈。
This thesis examines how Taiwan’s Ethernet switch industry—represented by Quanta Computer—has navigated the disruptions caused by the U.S.-China trade conflict and the COVID-19 pandemic. Through a case study approach, this research investigates the strategic supply chain responses and structural adjustments Quanta implemented to mitigate risks and ensure operational continuity. Guided by the Supply Chain Resilience (SCRES) framework, the study explores dimensions such as supply chain reengineering, agility, collaboration, and risk-aware culture. The findings reveal that Quanta adopted a phased relocation strategy, shifting production across multiple regions, implemented regionalized material planning, and enhanced supplier risk evaluation standards. These actions enabled the company to maintain delivery performance while addressing geopolitical and pandemic-related challenges. This research provides theoretical and practical insights into how hardware manufacturers can build more resilient supply chains amid increasing global uncertainty.
1. Introduction 1
1.1 Research Background and Motivation 1
1.2 Research Subject 2
1.3 Research Methodology and Limitations 2
2. Theoretical Framework: Supply Chain Resilience (SCRES) 5
2.1 Definition and Core Dimensions of SCRES 5
2.2 Relevance of SCRES to High-Tech Manufacturing 5
3. Data Center Market and Ethernet Switch Industry 7
3.1 The Deployment Overview of Worldwide Data Center 7
3.2 An Introduction to the Data Center Market 7
3.3 The General Introduction of Ethernet Switch 11
3.4 The Market Overview of the Ethernet Switch Industry 12
3.4.1 Taiwanese Ethernet Switch Industry Overview 13
4. Impacts of the U.S.-China Trade War and COVID-19 15
4.1 The U.S.-China Trade War Background 15
4.2 U.S.-China Trade War Tariff Impact on the Ethernet Switch Industry 16
4.3 COVID-19 Pandemic Disruptions of Ethernet Switch Supply Chain 18
4.4 Global Logistics and Transportation Challenges 19
5. Case Study: Supply Chain Relocation of Quanta Computer 21
5.1 Overview 21
5.2 Introduction of Quanta Computer Inc. 21
5.3 Supply Chain Management Overview 24
5.4 Quanta’s Responses and Supply Chain Relocation Plan 24
5.4.1 Phase 1: Response to U.S.-China Trade War 26
5.4.2 Phase 2: Response to COVID-19 Pandemic 28
5.4.3 Phase 3: Response to Post-Pandemic and Geopolitical Challenges 31
5.5 Mitigating Cost Impact and Operational Challenges 33
5.6 Dual Supply Chain Policies 36
6. Conclusion 38
6.1 Overview 38
6.2 Challenges and Suggestions 38
6.3 Implications Through the Lens of SCRES 40
Reference 42
English
1. Christopher, M., & Peck, H. (2004). Building the resilient supply chain. The International Journal of Logistics Management, 15(2), 1–14
2. Gartner, Inc. Global Public Cloud Services Spending to Total $679 Billion in 2024
https://www.gartner.com/en/newsroom/press-releases/2023-11-29-gartner-says-cloud-will-become-a-business-necessity-by-2028
3. IDC, Shared Cloud Infrastructure Spending Driving Growth in Overall Enterprise Infrastructure Spending in the Third Quarter of 2023
https://www.idc.com/getdoc.jsp?containerId=prUS51763424
4. Statista Market Insights, Data Center – Worldwide
https://www.statista.com/outlook/tmo/data-center/worldwide#revenue
5. IDC, Worldwide Ethernet Switch Market Continues Strong Growth in the Fourth Quarter and Full Year of 2022
https://www.idc.com/getdoc.jsp?containerId=prUS50475923
6. US Census Bureau, U.S Trade Deficit with China
http://census.gov/
7. The US-China Trade War: A Timeline, Dorcas Wong and Alexander Chipman Koty
https://www.china-briefing.com/news/the-us-china-trade-war-a-timeline/
8. Statista, Data Center Market
https://www.statista.com/outlook/tmo/data-center/worldwide
9. Quanta 2022 Financial report
10. Quanta 2024 ESG report
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