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研究生:王繼賢
研究生(外文):Chi-Hsien Wang
論文名稱:國際供應關係對企業成長模式的影響-以台灣筆記型電腦代工廠商為例
論文名稱(外文):The Impact of International Buyer-supplier Relationship on the Business Growth Model- A Case Study of Taiwan Notebook OEM/ODM Firms
指導教授:湯明哲湯明哲引用關係
指導教授(外文):Ming-Je Tang
學位類別:碩士
校院名稱:國立臺灣大學
系所名稱:國際企業學研究所
學門:商業及管理學門
學類:企業管理學類
論文種類:學術論文
論文出版年:2004
畢業學年度:92
語文別:中文
論文頁數:126
中文關鍵詞:多角化企業成長模式國際供應關係筆記型電腦垂直整合
外文關鍵詞:Notebook ComputerDiversificationInternational Buyer-supplier RelationshipVertical IntegrationBusiness Growth Model
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國內從事筆記型電腦代工的領導廠商-廣達、仁寶、英業達,在一開始接觸筆記型電腦業務時,便發展出兩種截然不同的客戶結構,近年來隨著筆記型電腦的代工毛利日益降低,這三間個案公司也呈現出不同的成長模式,其中早年維持單一客戶結構的英業達,率先進行多角化的佈局,但卻幾乎沒有進行垂直整合,反觀廣達及仁寶,積極垂直整合的意圖則顯得相當明顯;源自於金寶所分出來的三間廠商,在相同的產業環境卻採取不同的成長策略,導引本研究利用個案研究方式,探討這三間個案公司與其代工客戶-戴爾、康柏、惠普之間的交互關係,探討不同客戶結構形成的原因,及不同的客戶結構對代工廠商日後成長佈局的影響。
研究首先拆解筆記型電腦價值鏈,分析上游關鍵零組件廠商及下游國際客戶對個案公司的影響,接著探討三間個案公司在產業價值鏈上的掌握程度,及多角化的佈局,以了解其成長策略意涵,並輔以筆記型電腦產業的國際供應發展歷史,分析造成此差異的歷史因素。
透過個案研究,本研究歸納出以下三點結論:1.筆記型電腦代工廠商之垂直整合及多角化決策受客戶結構所影響;2.品牌廠商與代工廠商彼此相互依賴,代工廠商隨客戶發展調整其生產項目;3.組織多角化成長的抉擇以既有資源結合新興市場機會為主,具有極高的路徑相依特性。


It''s well known that three leading notebook ODM firms in Taiwan, Quanta, Compal, and Inventec, demonstrate different characteristics in the customer structure since they started. With diminishing margins in the ODM business, these firms also present distinctly different business growth models. Inventec, maintaining the single customer before, pioneers to diversify instead of vertical integrating. In the contrast, Quanta and Compal aggressively conduct vertical integration to grasp as many parts as possible in value chain. These firms all originate from KINPO, but they run totally different strategies. Such heterogeneity within an industry motivates this research to conduct a case study on these key players (Quanta, Compal, Inventec, Dell, and Compaq) to discuss the determinants of different supply structures and a potential linkage between the supply structure established by subcontractors and the subcontractors’ business growth models.
First of all we analyze the difference between up-stream and down-stream firms in the value chain of the notebook industry and how they influence on these ODM firms. Then we try to analyze these ODM firms’ positions in vertical integration and diversification to explore their strategic intention for growth. Our inferences are further supported by historical navigation on the development of international buyer-supplier relationships in this industry.
Through this case analysis, we find first, the differences of customer structure may affect subcontractors’ business growth decision. Second, contractors and subcontractors are interdependent, and subcontractors may launch new products to satisfy contractors’ needs. Third, subcontractors’ diversification is subject to exisiting resources and market opportunities, and the whole process is highly path-dependent.

謝詞………………………………………………………………………………….. Ⅰ
中文摘要…………………………………………………………………………….. Ⅱ
英文摘要…………………………………………………………………………….. Ⅲ
目錄………………………………………………………………………………….. Ⅳ
表目錄……………………………………………………………………………….. Ⅵ
圖目錄……………………………………………………………………………….. Ⅷ
第一章 緒論………………………………………………………….. 1
第一節 研究背景及動機…………………………………………………….. 1
第二節 研究問題…………………………………………………………….. 3
第三節 研究方法及流程…………………………………………………….. 4
第二章 文獻探討…………………………………………………….. 9
第一節 垂直整合…………………………………………………………….. 10
第二節 多角化……………………………………………………………….. 20
第三節 供應商與買主關係………………………………………………….. 25
第三章 筆記型電腦產業概述……………………………………….. 29
第一節 我國資訊硬體發展歷程…………………………………………….. 29
第二節 國際大廠及市場概況……………………………………………….. 35
第三節 筆記型電腦相關產業分析………………………………………….. 39
第四節 移往大陸生產的動機……………………………………………….. 47
第四章 個案介紹…………………………………………………….. 50
第一節 個案公司…………………………………………………………….. 50


第二節 國際大廠…………………………………………………………….. 68
第五章 個案分析…………………………………………………….. 82
第一節 個案之供應鏈結構與成長模式分析……………………………….. 82
第二節 企業成長~垂直整合與多角化之決策因素.……………………….. 95
第三節 企業成長決策脈絡………………………………………………….. 103
第六章 結論與建議………………………………………………….. 112
第一節 結論………………………………………………………………….. 112
第二節 研究建議…………………………………………………………….. 117
第三節 後續研究建議……………………………………………………….. 118
參考文獻……………………………………………………………….. 119
中文……………………………………………………………………….. 119
英文……………………………………………………………………….. 121
網站……………………………………………………………………….. 126


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三、網站:
1.英業達網站,http://www.inventec.com.tw
2.廣達網站:http://www.quanta.com.tw
3.仁寶網站:http://www.compal.com.tw
4.戴爾網站:http://www.戴爾.com
5.新惠普網站,http://www.惠普.com
6.電子時報,http://www.digitimes.com.tw
7.聯合知識庫網站:http://udndata.com/library
8.台灣證券交易所公開資訊觀測站:http://mops.tse.com.tw
9.ABI/INFORM (PreQuest系統),企管資訊文獻全文資料庫:http://global.umi.com


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