台灣鋰電池產業發展瓶頸分析與對策

Abstract

摘 要

本論文研製之方式係透過向業界進行問卷調查及實地訪談先進、價值鏈分析等方式，主要目的在探討我國鋰電池產業發展瓶頸分析。 藉由產業分析及現象觀察，並依據問卷及訪談結果、價值鏈剖析等歸納出過去未成功之關鍵因素為團隊(含董事會、股東群、經營團隊)、生產(生產良率、產能利用率、成本)、規模(資金水位、產能規模)、技術(研發及製造、品管)、供應鏈(材料取得容易度、顧客關係)等。最後利用魚骨圖分析，找到最重要之關鍵因素是團隊與技術。 另外亦針對魚骨圖分析，提供建議因應方案給主管機關參考。例如政府及主管機關應協助鋰電池產業供應鏈環境之形成與投資優惠，而各鋰電池廠可考量做合併或在價值鏈專注分工定位，以克服目前各廠規模經濟不足又分散資源之窘境。而上游原材料可由相關業者及中游鋰電池廠商共同投資以確保產品之發展規格與使用，突破投資考量「雞生蛋、或蛋生雞」之不確定性惡性循環。

ABSTRACT

A procedure is to analyze the bottleneck of developing rechargeable lithium battery industry in Taiwan. The paper proceeds with an industry analysis of Taiwan’s rechargeable lithium battery industry by collecting the relevant data. The opinions of Taiwan’s lithium battery companies are also included with the help of questionnaires and top management interviews. From the questionnaires and the interviews, five key bottleneck factors are summarized; they are management teams, the capability of production, scale, technologies and supply chain. Finally via analyzing by fish-bone diagram, team and technologies are concluded as the key bottlenecks. We also find out some key issues for developing Taiwan lithium battery industry. First, government must make efforts to strengthen the supply chain of Taiwan lithium battery industry. Taiwan battery companies should consider merging one another for better resources allocation. Finally Taiwan lithium battery firm have to break through bottleneck via collaboration by investing on common materials.