散熱產業轉型策略：以A公司為例

Abstract

近年來電子產品在高速傳輸及高功能的發展趨勢下，使得產品的發熱量快速提升，散熱議題已成為電子產品在製造與設計上越趨重要的課題。本論文先探討供應鏈廠商間的競爭與合作互補關係，進而分析轉型的策略。本文包括四個研究主題:(1)散熱產業的概況與發展趨勢 。(2) 產業供應鏈的分析。 (3)散熱模組產業間的競合關係。(4) 散熱模組廠如何選擇轉型的策略與方向。(5) 個案公司轉型後的經營績效、展望與未來發展略策。本研究先透過產業面價值網分析，及供應鏈的五力分析，來研究散熱產業供應鏈的競合關係，再透過自製或外購的策略選擇及產品BCG矩陣分析，來決定製造與產品的轉型策略；再論述經營管理上的轉型，使個案公司在提昇設計與製程技術同時，也不斷獲得國際品牌大廠與系統組裝大廠的信任與認證採用。

In recent years, heat dissipation of electronic products has become a new focal issue when designing and producing electronic products. This article studied the coopetition between the supply chain vendors, then dove into the transformational strategy analysis. The primary focus of this article was: (1) the background and development trend of the heat dissipation industry; (2)the analysis of industrial supply chain; (3) the coopetition amongst the heat dissipation module industry; (4) the transformational strategy and direction of the heat dissipation module factories; and (5) the performance, prospect and development strategy of the case company after the transformation. The article utilized the value-net analysis and five-force analysis of the supply chain to study the coopetition amongst the heat dissipation industry, then formulated the transformational strategy of manufacturing and products, choosing between self-production or outsource, and proceeded the product BCG matrix analysis.By taking the above transformational strategy, the case company would be able to improve its design and process technology and gain the trust and certification from renowned global vendors and module assemblers.