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研究生: 岩垂亮
RYO IWADARE
論文名稱: 基於文化差異下的供應鏈重整 百年企業的挑戰 – 以NISSHA的模組供應鏈為例
Supply Chain Restructuring Based on Cultural Differences The Challenge for a Centennial enterprise - A Case Study of NISSHA's Modular Supply Chain
指導教授: 曾盛恕
Seng-Su Tsang
口試委員: 李嘉林
蔣成
學位類別: 碩士
Master
系所名稱: 管理學院 - 企業管理系
Department of Business Administration
論文出版年: 2023
畢業學年度: 112
語文別: 中文
論文頁數: 66
中文關鍵詞: 供應鏈管理商業模式產品生命週期資源基礎理論PEST 分析供應鏈韌性
外文關鍵詞: Supply Chain Management, Business Model, Product Life Cycle, Resource-Based View, PEST Analysis, Supply Chain Resilience
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  • NISSHA於1929年在京都成立,6年後即將邁入100周年的他們將「改變,為了成長!(Change for Growth)」視為企業核心文化,可以說,正因為不斷地變革及創新,NISSHA才能一路穩健地走來,成為一家具有深厚歷史的百年企業。
    本個案將描述2010年代該公司的供應鏈建置情況,並對供應鏈的分斷和強化韌性的部分進行探討。
    NISSHA的觸控感測器在光學特性和可靠性上與其他公司的產品形成了明顯的差異化,從而在市場上取得了領先地位。但是,遲遲未能優化模組化(感測器+LCD等)的供應鏈這一點也成了直接影響到未來成長的重要課題。NISSHA自2015年起開始建立模組供應鏈,並於2016年推出模組產品。在生產高峰期,其產能最高可達每月200萬件。然而,在建立供應鏈和進行量產的過程中,公司需要面對不同的企業、國家以及地區性的文化差異,再加上受到2018年的中美貿易戰以及2020年新冠病毒全球大流行的影響,供應鏈所面臨的挑戰已不僅僅是在實務操作和文化差異上,更涉及到該如何避免因政治和自然災害所帶來的業務風險。
    1.1至第1.4,我們將以NISSHA的模組業務為例,說明利用外包廠商(生產委託方)建立供應鏈的流程。我們會參照與外包廠商(生產委託方)A公司的合作關係,來具體說明供應商評估、PLC、生產管理及品質管理的實際例子,以及建立體系的流程。值得一提的是,全球製造業的變革趨勢也推動了A公司進行了變革。本篇將以這兩家公司是如何在面對變革時建立起合作關係的過程為教材,深入解說建立供應鏈的基礎知識。此外,由於NISSHA的模組產品組件簡單,所以其供應鏈建置的內容非常適合供應鏈初學者和學生學習及理解。
    1.5和1.6將透過回顧2018年的中美貿易戰和2020年全球大流行的新冠病毒,來探討供應鏈的分裂及其所面臨的挑戰。雖然中美貿易戰和新冠病毒大流行是兩個不同的事件,但它們在供應鏈上所產生的共通點都加劇了世界的分裂。在國家間的對立和疫情爆發前,企業可以根據人力成本和技術能力,在最適合的地區建立全球供應鏈。然而,隨著世界局勢的變動現在的供應鏈必須具備持續性和靈活性。這是所有大型企業共同面臨的一項重大挑戰。即使短期內找到了應對策略,長期的解決策略仍然難以確定。在尚未找到解決方案的情況下,我們可以做的是回顧過去的案例,並不斷模擬應對這些風險的策略。
    在最終章的1.7裡,我們將從「韌性(復原力)」的視角深入探討供應鏈的重組。當前,全球大型企業都在努力減少對中國的依賴,然而要從已被譽為「世界工廠」的中國遷走供應鏈並非易事。舉例來說,中國有14億的人口,而東南亞各國的人口總數大約只有1億。若不將供應鏈分散到多國,很難維持原有的供應水準,所以要建立完全不依賴中國的供應鏈,可能是不切實際的想法。因此,各大企業在降低對中國的依賴程度時,也在探索新的供應鏈策略。目前,關於如何建立持久又具有靈活性的供應鏈,我們尚未找到完美的解決方案。但是,透過對過去經驗的分析以及對潛在風險的預測,我們可以嘗試找出當下的最佳解決方案。從外部角度看,密切關注客戶的動向十分重要;而從內部出發,深入了解並有效利用企業內部資源,將對全球供應鏈的重組起到關鍵的作用。
    我希望能夠將這篇論文的研究成果應用於未來的供應鏈建置上,為NISSHA未來的100年貢獻出我的一份力量。同時,也希望這篇教學個案能對大家在供應鏈重組上提供些許的幫助。


    NISSHA was founded in Kyoto in 1929 and is approaching its 100th anniversary in six years. Embracing "Change for Growth" as its core corporate culture, NISSHA has consistently progressed and evolved, establishing itself as a company with a rich history spanning nearly a century.
    This case study will outline the company's establishment of its supply chain in the 2010s, focusing on the segmentation of the supply chain and the reinforcement of its resilience.
    NISSHA’s touch sensors have achieved significant differentiation from those of other companies in terms of optical characteristics and reliability, securing a dominant position in the market. However, pressing issues have emerged due to the supply chain’s delayed optimization, particularly in the modularization of components such as sensors and LCDs, which is directly impacting future growth. NISSHA initiated the construction of a modular supply chain in 2015 and launched its modular products in 2016. During peak production periods, the capacity reached up to 2 million units per month. In establishing the supply chain and scaling up to mass production, the company confronted cultural differences across various enterprises, countries, and regions. Moreover, the supply chain faced additional challenges, not just operational and cultural, but also in mitigating business risks associated with political tensions and natural disasters, as seen during the U.S.-China trade war in 2018 and the COVID-19 global pandemic in 2020.
    Sections 1.1 to 1.4 will use NISSHA's module business to demonstrate the process of creating a supply chain through production outsourcing. We will detail the collaborative relationship with Company A, the production consignee, to provide concrete examples of supplier evaluation, Product Life Cycle (PLC), production management, and quality control, as well as the establishment of a systematic process. Notably, Company A's transformation reflects broader industry trends in global manufacturing. This paper will thus serve as educational material, elucidating the foundational knowledge of supply chain establishment and the dynamics of collaboration amidst change.
    Sections 1.5 and 1.6 will revisit the fragmentation of the supply chain and the subsequent challenges it encountered during the U.S.-China trade war since 2018 and the global COVID-19 pandemic in 2020. Despite being distinct events, their impact on the supply chain has exacerbated global divisions. Before geopolitical tensions and the pandemic outbreak, corporations were able to build global supply chains in regions most favorable to labor costs and technological capabilities. The evolving international landscape now necessitates supply chains that are both sustainable and flexible, posing a formidable challenge to all major enterprises. While short-term solutions may be identified, long-term strategies are still elusive. In the absence of definitive solutions, we can learn from historical case studies and continually model strategies to navigate these risks.
    The final chapter, Section 1.7, will delve into the reorganization of the supply chain from the perspective of resilience. As large global enterprises endeavor to reduce dependence on China, relocating the supply chain away from the 'world's factory' poses significant difficulties. For instance, China boasts a population of 1.4 billion compared to the combined population of Southeast Asian countries, which is about 1 billion. Maintaining original supply levels without a diversified multi-country supply chain is challenging, and a complete shift away from reliance on China may be impractical. Consequently, while seeking to decrease dependence on China, these enterprises are also investigating new supply chain strategies. There is currently no perfect solution for establishing a resilient and adaptable supply chain. However, by analyzing past experiences and forecasting potential risks, we strive to identify the most effective solutions for the present. Monitoring customer behavior shifts externally is essential; internally, understanding and leveraging corporate resources is crucial for the global supply chain's reorganization.
    I hope to apply the research findings of this thesis to future supply chain construction and contribute my part to the next 100 years of NISSHA. At the same time, I also hope that this teaching case can provide some help to everyone in the reorganization of the supply chain.

    摘要 II ABSTRACT IV 誌謝 VI 目錄 VIII 圖目錄 X 表目錄 XI 1. 個案本文 1 1.1. 前言 1 1.2. NISSHA的發展歷程 1 1.2.1. NISSHA的技術與產品 2 1.2.2. 電容式觸控感測器的特性與技術 2 1.2.3. 觸控感測器的市場環境 4 1.2.4. 觸控感測器的模組化與競爭對手 4 1.3. 文化差異與供應鏈 5 1.3.1. 供應商調查與評估 5 1.3.2. 地域性導致的垂直整合和水平整合 8 1.3.3. 日系企業前進中國 9 1.3.4. 中國境內的文化差異 10 1.3.5. A公司與SHARP 10 1.3.6. 福島總經理與SHARP 11 1.4. 模組化與供應鏈建置 12 1.4.1. 產品生命週期(Product Life Cycle)與供應鏈 12 1.4.2. 導入期(手持終端案件的訂單) 13 1.4.3. 成長期(遊戲機案件的訂單) 21 1.5. 中美貿易戰對供應鏈所帶來的影響(2018〜19年) 24 1.5.1. 中美貿易戰的開始 24 1.5.2. 遷移到台灣與東南亞 26 1.5.3. 對中追加關稅(2018〜19年) 26 1.6. 疫情下的供應鏈管理(2020〜22年) 28 1.6.1. 與新型冠狀病毒的抗爭開始 28 1.6.2. 台灣的感染擴大對策 28 1.6.3. 中國的感染擴大對策 29 1.6.4. 企業各自的疫情對應 30 1.6.5. 新冠疫情下A公司的應對措施 32 1.6.6. 上海的確診者增加與封城 33 1.6.7. 影響全球供應鏈的因素 34 1.6.8. 各國取消入境限制和規定鬆綁 35 1.7. 供應鏈重組 36 1.7.1. 供應鏈重組與脫鉤(Decoupling) 37 1.7.2. 台灣EMS的生產據點遷移 37 1.7.3. 各行業的供應鏈重組 38 1.7.4. 供應鏈的區塊化 39 1.7.5. 供應鏈韌性 (Supply chain resilience) 40 1.7.6. 供應鏈韌性的重點 41 1.7.7. 實務上的策略整理 42 1.7.8. 與福島先生的重逢 43 2. 教師教學指導手冊 45 2.1. 個案總覽 45 2.2. 教學目標 45 2.3. 課前準備 46 2.4. 學員課前討論 46 2.5. 適用課程與對象 47 2.6. 教學總覽 47 2.7. 問題與參考答案 49 2.8. 教學建議與時間分配 58 2.9. 板書規劃 59 附件 60 參考文獻 64

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