資通訊產業在貿易戰下的個案研究

A Case Study of the Information and Communication Industry under the Trade War

本研究發現臺灣資通訊產業在此次中美貿易摩擦中，能夠擴大市場並增產順利，應歸功於擁有不斷的研發投入來領先於中國之專利技術，加上有口皆碑細緻的工業製造能力。本文首先透過2012~2020年以季資料為週期的追蹤資料（panel data），運用引力模型來證明目前臺灣貿易結構在全球供應鏈重組後，已從過去三方貿易（臺灣接單、中國生產、出口美國）轉變成雙邊貿易（臺美雙邊貿易）。本研究個案以資通訊產業位於高雄臨廣加工出口區某電子公司為例，建立描述性的SWOT分析，分析及說明臺商無論在面對主要競爭對手競入中國大陸市場或東南亞市場時，影響臺商建立成功模式的主要因素有那些，研究發現個案在2020年新冠肺炎（COVID-19）導致全球經濟衰落下，仍逆勢成長，其原因在於其創新的技術競爭優勢。因此，專業與創新應該是作為一家企業內部的中心思想，厚植自己的競爭實力，即使外部環境再怎麼嚴峻，始終都有生存的空間。

This study found that Taiwan's information and communications industry was able to expand the market and increase production smoothly during the Sino-US trade friction. This should be attributed to its continuous R&D investment to lead China's patented technology, coupled with well-known and meticulous industrial manufacturing capabilities. First of all, this article uses panel data with quarterly data as the cycle from 2012 to 2020 and uses the gravity model to prove that Taiwan's current trade structure has changed from the past tripartite trade (Taiwan orders, Chinese production, Export to the U.S.) is transformed into bilateral trade (Taiwan-U.S. bilateral trade). This case study takes an electronics company in the Linguang Export Processing Zone of Kaohsiung as an example to establish a descriptive SWOT analysis to analyze and explain the impact of Taiwanese businessmen in the face of major competitors competing in the Chinese mainland market or the Southeast Asian market. The main factors for Taiwanese businessmen to establish a successful model are those. Studies have found that individual cases continue to grow against the trend despite the global economic decline caused by COVID-19 in 2020. The reason is their innovative technological competitive advantages. Therefore, professionalism and innovation should be the central idea of an enterprise, to build its own competitive strength, no matter how severe the external environment, there will always be room for survival.