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研究生: 夏堃皓
Kun-Hao Hsia
論文名稱: 臺灣鋰電池製造產業競爭分析-以M公司為例
Competitive Analysis of the Lithium Battery Manufacturing Industry in Taiwan: A Case Study of M Company
指導教授: 張順教
Shun-Chiao Chang
口試委員: 黃美慈
彭素玲
學位類別: 碩士
Master
系所名稱: 管理學院 - 管理研究所
Graduate Institute of Management
論文出版年: 2024
畢業學年度: 112
語文別: 中文
論文頁數: 64
中文關鍵詞: 鋰電池儲能設備電力供應產業鏈電動移動載具
外文關鍵詞: Lithium-ion battery, Energy storage system, Electricity supply, Industry chain, Electric vehicles
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電力在國家經濟發展和日常生活中都扮演了很重要的角色。然而,因應用電需求演進,並應對碳排放、氣候變遷及能源短缺的各項議題,跟隨著再生能源發展,也讓用電相關應用發展多元,不論是在生活中的產品使用習慣變化,而促使鋰電池廣泛使用於各產業中,如儲能設備、電動移動載具(電動車、電動腳踏車、電動垂直起降飛行器(eVTOL)、個人移動式物品(筆電、手機)等。個案公司為臺灣少數還活耀於全球鋰電池製造的公司,透過母公司的垂直整合策略佈局新能源儲能系統的未來發展,並在各特殊領域中亦有傑出功績來跟進全球未來趨勢。
本研究先以Porter五力模型,分析個案公司布局於鋰電池全球產業鏈,規劃其未來發展趨勢。並透過SWOT 來分析個案公司製造鋰電池的優劣勢、機會威脅等,再延展合縱個案公司的優劣勢、機會威脅來透析有效的TOWS矩陣策略。最後使用BCG動態分析投入之應用產業對於個案公司的表現來做有效的公司資源平衡分配。

個案公司擁有其於鋰電池製造領域長年累積的商譽及鋰電池產品性能及品質口碑,在全球激烈的市場競爭下,本研究提出競爭力五項核心建議: 1.加深儲能產業垂直合作;2.特殊領域持續耕耘;3.環境永續綠能發展;4.智能化生產,製程持續優化;5.佈局新領域產業導入。


Electricity plays a crucial role in both national economic development and daily life. However, with the evolution of electricity demand and the need to address issues such as carbon emissions, climate change, and energy shortages, the development of renewable energy has led to diverse applications of electricity. This has resulted in changes in consumer habits and the widespread use of lithium-ion batteries in various industries, including energy storage devices, electric vehicles (EVs), electric bicycles, eVTOLs (electric Vertical Take-Off and Landing aircraft), and personal mobile devices (laptops, smartphones).
The case is one of the few active global players in lithium-ion battery manufacturing in Taiwan. Through its parent company's vertical integration strategy, it positions itself for the future development of new energy sources and has achieved outstanding performance in various specialized areas, aligning with global trends.
This study begins by analyzing the case's positioning in the global lithium-ion battery industry chain using Porter's Five Forces model, planning its future development trends. SWOT analysis is then employed to assess the strengths, weaknesses, opportunities, and threats related to lithium-ion battery manufacturing. The study further extends the analysis to identify effective TOWS matrix strategies based on the company's strengths, weaknesses, opportunities, and threats. Finally, dynamic analysis using the BCG matrix is utilized to allocate company resources effectively based on the performance of the industries into which the company invests.
The case has garnered a strong reputation and positive product performance in the lithium-ion battery manufacturing sector. In the highly competitive global market, this study proposes five core recommendations to enhance competitiveness: 1. Deepen vertical cooperation in the energy storage industry; 2. Continue cultivation in specialized areas; 3. Develop environmentally sustainable green energy; 4. Implement intelligence in production with continuous process optimization; 5. Expand into emerging industries for the new generation.

摘要 I ABSTRACT II 誌謝 IV 目錄 V 表目錄 VII 圖目錄 VIII 第一章 緒論 1 1.1 研究背景與動機 1 1.2 研究目的 4 1.3 研究架構 5 1.4 研究範圍與限制 6 第二章 鋰電池發展與產業分析 7 2.1 鋰電池介紹 7 2.1.1 鋰電池基礎介紹 7 2.1.2 鋰電池工廠自動化製造流程 10 2.1.3 鋰電池認證 14 2.2 鋰電池產業發展概況 18 2.2.1 市場發展現況 18 2.2.2 鋰電池技術進展 21 2.2.3 鋰電池原料產業鏈布局 24 第三章 個案公司分析 25 3.1 個案M公司及營運分析 25 3.1.1 M公司簡介 25 3.1.2 M公司產業營運概況 26 3.1.3 M公司ESG環境政策 28 3.2 經營策略分析與建議 29 3.2.1 五力分析 29 3.2.2 SWOT分析 41 3.2.3 TOWS矩陣 46 3.2.4 BCG矩陣策略分析 51 3.2.5 小結 56 第四章 結論與建議 59 4.1 研究結論與未來發展趨勢建議 59 參考文獻 62

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