台灣先進駕駛輔助系統廠商個案研究 -以T電子企業股份有限公司為例

Abstract

台灣自1980年代產業升級轉型以來，電子業在台灣重點產業中一直都有舉足輕重的地位。近年來，響應節能議題以及高齡化社會的到來，環保、舒適、安全使車輛朝智慧化、數位化、電子控制化發展。而車用電子使用于車輛的比例也逐年增加。除了3C產業(Computer, Communication, Consumer Electronics) 帶來創造利潤的空間以外，車輛電子儼然成為眾人矚目的第4C產業(Car)。

歷經2009年金融風暴的低潮後，全球車市也在經濟復甦的情況下逐漸穩定成長。為因應產業趨勢以及消費需求增加，台灣廠商同時看好車用電子的應用領域將持續增加。這將促成「先進安全駕駛系統(Advanced Driving Assistance System)」的蓬勃發展，包含：車用影像、盲點偵測、車道偏移、停車輔助系統、車用LED系統等。而台灣車用安全系統廠商將如何跨足全球汽車電子市場將成為眾人關注議題。

本論文之研究透過次級資料的蒐集，以台灣車電股王T電子作為個案分析對象討論公司的競爭優勢。並且建議台灣廠商要在競爭激烈的全球產業鏈中脫穎而出，必須運用台灣產業資源、營運策略、專注研發與申請專利上投入資源。

The Electronics industry has become one of the most important industries for the Taiwan economy since 1980s. Because of the environmental issues and the trends of aging society, eco-friendly, comfort, and safety lead the development of electronic control systems used in the smart cars. In 2000, 20% of the total cost of a car consisted of automotive electronics and 30% in 2010. However, this number is predicted to increase to 50% by 2030.

After reaching the low point in 2009, it’s not difficult to see a stable growth of the global automotive market is providing the opportunities for companies in vehicle industry. In order to respond to the industry trends and the increasing consumer needs, the Taiwan automotive electronics companies are optimistic about the consistent extension of the application. Especially the vehicle safety system of Advance Driving Assistance System (ADAS) is flourishing. Yet, “what would Taiwan ADAS companies do to keep up with the trends” has become a popular subject in Taiwan in academics and for practitioners.

This thesis intends to discuss the competitive advantages of Taiwan ADAS companies by collecting the secondary data of one of the leading suppliers in the automotive electronics industry, Tung Thih Electronic Co. Further, the analysis suggests that Taiwanese companies should invest in operation strategies, design, R&D and patents registration.