中国のレッドサプライチェーンの急増と台湾の対策

中国のレッドサプライチェーンの登場は、台湾の企業を含む、ハイテク部門における既存の企業に対する圧力を強めています。

当レポートでは、中国のレッドサプライチェーンについて調査分析し、概要と促進要因のほか、PC・スマートフォン・タブレットのサプライチェーンへの影響、長期にわたる脅威への対応方法などについて、体系的な情報を提供しています。

第1章 レッドサプライチェーンとは

第2章 レッドサプライチェーンの急増とその脅威

• レッドサプライチェーン形成に対する要因

第3章 レッドサプライチェーンの急増についての台湾の見方

第4章 対策

• 戦略1：技術的優位を維持
• 戦略2：主要IoTアプリケーションを開発
• 戦略3：スマート製造技術

第5章 結論

• 付録
• 用語集
• 企業リスト

The emergence of red supply chain in China has been exerting increasing pressure on existing players in the high-tech sector, including Taiwanese companies. While some predict Taiwan's IT industry will be replaced soon, others are confident in Taiwanese companies' ability to sustain lead with smart manufacturing technologies. This report provides an overview of China's red supply chain and driving factors behind its emergence; looks closely at its impacts on the global PC, smartphone, and tablet supply chains and provides insights on how to respond to such threat in the long run by identifying several countermeasures.

Table of Contents

1. What is Red Supply Chain

2. Rise of Red Supply Chain and Its Threats

• 2.1. Contributing Factors to Red Supply Chain Formation

3. How Taiwan View the Rise of Red Supply Chain

4. Countermeasures

• 4.1. Strategy I: Keeping Technological Lead
  • 4.1.1. Accelerated Production
  • 4.1.2. Differentiated Technology
  • 4.1.3. Product Customization
• 4.2. Strategy II: Developing Key IoT Applications
  • 4.2.1. Extending Value Activities to System Integration and Smart Services
  • 4.2.2. Stimulating Innovation Strength by Effectively Utilizing the Resources
• 4.3. Strategy III: Empowering Taiwan with Smart Manufacturing Technologies
  • 4.3.1. Encouraging Taiwanese firms to Bring Production Lines Back to Taiwan
  • 4.3.2. Establishing a New Design and Manufacturing Service Center

5. Conclusion

• Appendix
• Glossary of Terms
• List of Companies

List of Topics

• Overview of the red supply chain and its contributing factors

• Global notebook PC, desktop PC and tablet market share by branded vendor for the period 2012-2015 and highlights Chinese brands that are on an upward growth trajectory

• Outline of major Chinese companies who manufacture key components for use in low-cost tablets, including application processors, panels/touch panels, lens and modules, memory modules and battery cells

• Outline of major Chinese companies who manufacture key components for use in smartphones and tablets, including touch panels, battery cells, chassis, and others

• Analysis of how Taiwan views the rise of red supply chain and includes several countermeasures

List of Figures

• Figure 1: Global Notebook PC Market Share by Branded Vendor, 2012-2015
• Figure 2: Global Desktop PC Market Share by Branded Vendor, 2012-2015
• Figure 3: Global Tablet Market Share by Branded Vendor, 2012-2015
• Figure 4: Growing Importance of Chinese Players in Global PC Supply Chain
• Figure 5: Chinese Suppliers' Stance in Smart Handheld Devices
• Figure 6: Chinese Suppliers' Stance in Branded Low-cost Tablets

List of Tables

• Table 1: Foreign Companies Suspected to Violate China's Anti-Monopoly Law

Companies covered

AcBel, Acer, Allwinner, AMD, Amlogic, Amperex Technology, Apple, ASUS, ATL, AUO, BAK, BOE, BYD, Century Display, Cisco, Coolpad, CPT, Dell, Delta, Deren Electronics, Desay Battery, DynaPack, ECS, Foxconn, Fujitsu, Gold Circuit Electronics, Goworld, Greatwall, GSEO, HannStar, HP, HTC, Huawei, Huntkey, Hynix, IBM, In Win, Infotmic, Innolux, Intel, Jhing-sheng, Jiantian, Jorgantronics, Kunshan InfoVision Opto, Kunshan Q Tech, Largan Precision, Lenovo, Leyden, LFE, LG, LGD, Lite-On, Luxshare, MediaTek, Micron, Microsoft, MSI, Nissha Printing, Nvidia, Oceansun, O-Film Tech, Panasonic, Primax Electronics, Qualcomm, Ramaxel, Rockchip, Samsung, SanDisk, Sanyo, Seagate, SEMCO, Sharp, Simplo, Sony, Sunny Optical, Sunwoda, Tianjin Lishen, Tianma, Toshiba, TPK, Truly, TungDa, WD, WinTek, WonderMedia, Wuxi A-kerr, Xiaomi, Youngfast, ZTE.