IT系統整合廠商跨足車用電子製造之研究

Abstract

摘要 光電、通訊與半導體技術近年來廣泛被運用於汽車領域，面對汽車製造技術變遷，負責整合相似原件於IT設備上的IT系統廠商因而產生了跨領域經營的機會，有機會將原有的核心能力擴散運用於汽車電子設備的生產。 本研究比較汽車產業與汽車電子產業的產業特性，認為非關操控與安全的車載電子裝置是IT系統廠商最適宜切入的產品領域，而缺乏標準化規格則是IT系統廠商跨領域經營的首要進入障礙，同時進一步分析促成標準化規格的驅動力。

最後，本研究以標準化規格形成為前提，探討IT系統廠商在面對車載電子裝置市場所應採取的競爭策略。本研究以產業分析推論出IT系統廠商的關鍵決策因素在於（一）來源技術的充沛程度、（二）產業開放的程度、（三）車載電子裝置整合的複雜度，以及（四）車載電子裝置的普及速度等四項，並以此四項不確定的關鍵因素為基礎，採用情境分析的方法，分析三種主要產業情境，並對IT系統整合廠商進入汽車電子製造的決策，做出以下建議：（一）短期發展非車載裝置以保留決策的彈性、（二）中長期連結供應商與互補資源形成汽車電子的多功規格化平台。

Graduate Institute of International Business National Taiwan University Thesis Abstract Name: Chun-Kai Wang Advisor: Dr. Ji-Ren Lee A Study on the Entry of IT System Integrators into Automotive Electronics Manufacturing Businesses Technologies of optic electronics, communication and semiconductor have been increasingly applied to the field of automotive manufacturing during the last decade. Such change brought up with potential business opportunities for electronics manufacturing firms in general, IT system integration (SI) manufacturers in particular to leverage their existing competence bases to become a critical supplier in the automotive industry. Based on a thorough industry analysis on the automotive and automotive electronics industries respectively, the present study suggests that IT SI firms can start their business from the embedded devices which carry with minimum safety requirements and with little relevance to driving performance. However, lack of industry standard constitutes a major barrier to entry for these IT SI firms. To respond to this issue, this study also discusses the driving forces of standardization in automotive electronics industries. To offer competitive strategies for SI firms, we undertook a scenario analysis based on several scenario variables identified by industry analysis. These variables include: 1) the abundance of original technologies, 2) the openness of industry supply chain, 3) the degree of complexity of automotive device, Based on these four variables, we sketch three different scenarios. Based on the assumption that the industry standard would gradually emerge, the present study suggests in the short run, IT SI firms can focus on developing portable devices with competitive features so that they can maintain enough flexibility in resource allocation, while in the long run they can engage alliances with suppliers and complementors to make a multi-functional platform available for enhancing competitiveness.