汽車電子產業與台灣廠商競爭力分析

Abstract

隨著環境汙染與行車安全的問題日益嚴重，汽車電子開始逐漸受到重視，汽車電子可以提升汽車性能，達到更省油、更穩定及更安全的效果，且因為半導體及資、通訊技術的進步，汽車電子的應用範圍更加廣泛，使汽車更加智慧化，不僅提升了行車安全，透過Telematics技術的應用更可達到「行動辦公室」的境界。因此，汽車電子成為車廠製造產品差異化的最佳利器，也因此帶動了汽車電子市場的蓬勃發展。 台灣同樣看到了這個機會，在電子產業利潤不斷下滑的時代，汽車電子似乎提供給台灣一個產業轉型的目標，除了汽車製造及零組件廠商之外，電子廠商也積極的投入這個產業；除此之外，政府更將汽車電子列為台灣經濟發展計畫中的第五個「兆元產業」，顯示發展的決心。因此本研究為了充分了解汽車電子的產業特性，以及台灣廠商是否具備競爭的優勢，針對以下幾點問題進行探討： (一)汽車電子具有何種產業特性？ (二)台灣廠商進入汽車電子產業究竟有何競爭力？發展限制為何？ (三)台灣廠商進入汽車電子產業應該訂定何種具體的策略作法？ 本研究透過深度訪談以及大量的次級資料蒐集，再以產業分析的方法及架構深入探討汽車電子產業，與台灣廠商具備的競爭優勢及發展限制，最後得到以下幾點結論並給予具體策略建議： (一)台灣電子產業體系是發展汽車電子的重要基礎。 (二)缺乏系統整合能力、關鍵技術掌握及資金資源是台灣廠商的最大限制 (三)台灣廠商多半由AM市場切入

Due to environmental pollution and traffic situation being worse and worse, the automotive electronics is drawing more and more attention. The auto electronic components can improve automotive performance, and make cars more fuel-efficient, more stable and safer. Because of the advance of semiconductor, Information and communication technology, the range of auto electronic application becomes much wider. As a result of the progress, auto electronic device will give automobiles more intelligence; it’ll not only improve the safety but make “mobile office” possible through Telematics technology. The automotive electronics market has a dramatically rapid growth which is fueled by automaker trying to differentiate their product with electronic content. The industry’s potential also draws big interest in Taiwan; it provides a big opportunity of industrial transformation. Not only private companies, but Taiwan’s government has targeted the sector as the island’s fifth “trillion-dollar industry” which means it’ll bring in total annual revenue of more than 1 trillion NT dollars. Specifically, the present study tries to answer the following questions, 1. What’re the industrial characteristics of automotive electronics? 2. What competitiveness do Taiwanese companies have? And what’s the development limitation? 3. What strategy should Taiwanese companies make to entry the industry? By analyzing the industry, this study concludes that, 1. Taiwanese electronics industrial system is an important base to develop auto electronics industry. 2. Lacking the ability to integrate system, key technology and resource is the biggest limitation to Taiwanese companies. 3. Most of Taiwanese companies choose to enter the “After Market ” first.