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| 研究生： |
廖怡安 Liao, Yi-An |
|---|---|
| 論文名稱： |
歐洲國防供應鏈中觸碰面板解決方案的業務發展策略 Business Development Strategy for Touch Display Solutions in European Defence Supply Chain |
| 指導教授： |
何乾瑋
Ho, Chien-Wei |
| 口試委員: |
蘇威傑
Su, Wei-Chieh 傅浚映 Fu, Jyun-Ying |
| 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： | 114 |
| 語文別： | 英文 |
| 論文頁數： | 75 |
| 中文關鍵詞： | 觸碰面板模組 、歐洲國防工業 、供應鏈安全 、自主性 、臺灣次系統供應商 |
| 外文關鍵詞： | Touch Display Module (TDM), European Defence Industry, Supply Chain Security, Self-Sufficiency, Taiwan Subsystem Supplier |
| 相關次數： | 點閱：16 下載：0 |
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有鑑於近年來日益緊張的地緣政治情勢，本研究探討了台灣觸碰面板模組供應商在進入歐洲國防市場時面臨的機會和挑戰。因應歐洲國防工業戰略（EDIS），旨在加速歐洲在國防領域轉型，從高度外部依賴轉向內部自給自足，其目標要望在2035年前實現更高的自主性。透過EDIS/EDIP指導方針，歐洲正在重塑其國防格局與供應鏈規劃，將與長期供應能力、供應鏈韌性和策略合作緊密相關。
本研究運用PESTEL分析、供應鏈解析、波特五力分析以及跨國比較（德國、土耳其、比利時、瑞典和台灣），對不同的切入點進行了多元化評估。對於觸碰面板模組供應商而言，以證據為基底的可靠性、環境和抗EMI認證能力、資訊安全和文件可追溯性是其關鍵競爭力所在。
最後，本研究為尋求進入歐洲國防生態系統的觸碰面板模組供應商提出了策略建議，包括：採用軍規品質系統、建立可追溯和可審計的供應鏈、與客戶共同開發、長期在歐洲建立技術服務中心以及加強技術力以提供客製化解決方案。綜上作法，將可確保台灣觸碰面板供應商在歐洲國防供應鏈中佔據可長期供貨且具穩定品質、可追溯性的關鍵角色。
The study is examined the Taiwan's TDM suppliers’ possible opportunities and challenges in the European defence market considering about increasing geopolitical tension in recent years. The EDIS strategic autonomy policy is aimed to accelerate Europe’s transition from defence dependence toward a more integrated and self-sufficient system by 2035. Through EDIS/EDIP guideline, Europe is reshaping its defence landscape connected to long-term capability, supply resilience, standardized collaboration.
Using PESTEL analysis, supply chain mapping, Porter’s Five Forces and cross-country comparison (Germany, Turkey, Belgium, Sweden and Taiwan), this research is diversified evaluated different entry points. For TDM suppliers, evidence-based reliability, environmental and EMI qualification capability, cybersecurity and documentation governance are the key competitiveness.
At last, it is concluded with strategic recommendations for TDM suppliers seeking to enter the European defence ecosystem. Adopting military quality systems, building traceable and auditable supply chains, co-developing with customers, establishing technical service centers in Europe in the long run and strengthening technical expertise to provide customized solutions. Tailored with these implications, it can secure a sustainable long-term position within high reliability European defence supply chain.
Acknowledgement i
Abstract ii
Table of Contents iii
1. Introduction 1
1.1 Background 1
1.2 Research Scope and Objectives 4
1.3 Thesis Structure 6
2. Global and Europe Defence Industry Overview 9
2.1 Global Defence Trends 9
2.2 European Defence Industry Security Policy 17
2.3 European Defence Market Overview: PESTAL Analysis 19
2.4 European Supply Chain Characteristics 22
2.5 Non-EU Supplier Challenges and Opportunities 23
3. Touch Panel Industry 28
3.1 History of Touch Panel 28
3.2 Defence Applications 31
3.3 Defence Market Characteristics 33
3.4 Supply Chain Structure and Value Chain Analysis 34
3.5 European Market Entry Barrier and Key Success Elements 38
4. Cross-Country Comparison and Opportunities for Taiwan 42
4.1 Analysis Framework and Evaluation 42
4.2 Taiwan 43
4.3 Cross-Country Analysis 44
4.3.1 Germany 44
4.3.2 Turkey 46
4.3.3 Belgium 48
4.3.4 Sweden 50
4.4 Cross-Country SWOT Analysis and Position Comparison 52
4.5 Market Opportunities 57
5. Conclusion 60
5.1 Key Findings 60
5.2 Strategic Suggestions 61
5.3 Managerial Implications 62
5.4 Limitation and Future Research Directions 63
5.5 Conclusion 64
References 65
Appendix A: Glossary & Version Base Line 67
Appendix B: TDM Repeatability Test Plan 71
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7. Integrated Security for Germany: National Security Strategy
8. Turkiye’s Defence-Industrial Relationships with Other European States
9. From Client to Competitor: The Rise of Turkiye’s Defence Industry
10. Turkiye’s Defence Industry: Which Way Forward?
11. The Rise of the Turkish Defence Industry
12. Defensce Industrial Policy in Belgium and the Netherlands
13. DIRS – Defence, Industry and Research Strategy
14. Defence, Industry and Research Strategy
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22. PERMANENT STRUCTURED COOPERATION – PESCO, 2024
23. European Defence Industrial Strategy Fact Sheet, 2024
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25. Belgium aims to increase defence spending to 2% of GDP this year, Reuters
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全文公開日期 2031/01/18