台灣網通產業在中美晶片戰爭的影響之下如何進行策略型布局

Abstract

本論文探討網通產業的發展動態，聚焦於美中晶片戰爭所帶來的經濟價值與策略意涵。研究首先說明背景、目的與重要性，並界定研究範疇與限制。接著概述網通設備與應用，包括 WLAN、5G FWA、xDSL CPE 等，並分析其在全球及台灣的經濟影響。

本研究運用波特五力分析模型，探討產業競爭結構，並深入分析美中晶片戰爭的背景與對網通供應鏈的衝擊。透過修昔底德陷阱與冷戰歷史視角，結合波音、IBM 等企業案例，提出企業因應策略。

此外，研究導入「策略調色板」模型，分析冷戰時期成功企業的策略邏輯，並應用於網通產業供應鏈的策略制定。問卷設計針對台灣受訪者，收集影響程度、優先排序與未來展望等資料。

最後，本論文綜合問卷結果，提出上游、中游與下游的策略建議，作為網通產業未來發展的參考依據。

This thesis explores the dynamics of the networking industry, focusing on the economic values and strategic implications of the US-China chip war. The study begins with an introduction outlining the background, purpose, and significance of the research, along with its scope and limitations. An overview of the networking industry follows, detailing various networking devices and applications, including WLAN, 5G FWA, xDSL CPE, and more. The economic impact of the networking industry is analyzed on both global and Taiwanese scales. Using Porter's Five Forces framework, the thesis examines competitive rivalry, threats of new entrants, bargaining power of buyers and suppliers, and threats of substitutes within the industry. The US-China chip war is then discussed, highlighting its background and impact on the networking sector. Historical perspectives, such as Thucydides’ Trap, are used to draw parallels between the chip war and the Cold War, with strategic moves and business examples like Boeing and IBM providing insights into survival strategies. The study also delves into strategy selection methods, analyzing successful companies from the Cold War era and applying these lessons to the networking industry’s supply chain. A comprehensive questionnaire design targets respondents from Taiwan to gather data on influence levels, priority settings, and future prospects. Finally, the thesis discusses the collected data, offering a detailed analysis of strategy settings and future prospects, concluding with recommendations for upstream, midstream, and downstream strategies in the networking industry.