本論文以全球連接器產業為研究主體，採用產業經濟學之結構－行為－績效 (Structure-Conduct-Performance， S-C-P) 架構，探討連接器產業在近年外部環境快速變動下之競爭樣態與發展方向。連接器雖屬電子產業中的基礎零組件，但其功能涉及電力、訊號與資料傳輸，且終端應用已由傳統消費性電子延伸至車用電子、資料中心與人工智慧等領域，使其競爭條件不再僅由成本與量產效率決定，而是同時受到技術升級、應用分化、供應鏈重組與制度要求之影響。本文以次級資料分析為主，輔以質性分析與比較分析，整理國內外產業研究報告、公開資訊觀測站及相關公開資料，作為分析基礎。 研究結果顯示，在基本條件與政策環境方面，連接器產業近年受到人工智慧、高速運算、車用電子、地緣政治、貿易政策與永續規範等因素影響，使產業競爭基礎逐步由成本導向轉向技術能力、供應韌性與制度合規並重。就基本條件而言，原材料、技術能力、專業人才、資本投入與需求成長性等因素，皆會影響廠商可切入之產品層次與應用領域；就政府政策而言，各國對半導體、車用、人工智慧與供應鏈在地化之支持，以及貿易限制與永續規範之提高，亦會透過需求擴張、區域佈局調整與合規成本變動，進一步改變產業競爭條件。 在市場結構方面，全球連接器產業雖具有廠商數量眾多之特徵，但市場力量仍集中於少數具規模、技術與全球供應能力之領導企業，且不同應用領域在價格彈性、替代性、驗證週期與供應關係延續性上存在明顯差異。在廠商行為方面，競爭已由單純價格競爭延伸至產品策略、研發創新、策略聯盟、產能配置與併購整合等調整；在市場績效方面，不同廠商於營收、毛利率、淨利率、資產報酬率、股東權益報酬率與每股盈餘等指標上呈現差異，並與其應用佈局、產品層次、客戶結構及策略調整方向密切相關。本論文之研究結果，可作為理解連接器產業近年競爭特徵與發展方向之參考。;This thesis examines the global connector industry using the Structure–Conduct–Performance (S-C-P) framework from industrial economics to describe how competitive conditions have evolved amid rapid external changes. Although connectors are basic components， they enable power， signal， and data transmission， and their applications have expanded from traditional consumer electronics to automotive electronics， servers， data centers， and artificial intelligence-related systems. As a result， industry competition is shaped not only by cost and mass-production efficiency， but also by technological upgrading， application differentiation， supply chain reconfiguration， and institutional requirements. This study relies primarily on secondary data analysis， supplemented by qualitative and comparative analysis， drawing on publicly available industry reports and disclosed information. With respect to basic conditions and government policy， the connector industry has been influenced by AI and high-performance computing demand， automotive electrification， geopolitics， trade measures， and sustainability requirements. These factors collectively shift the competitive basis toward technological capability， supply resilience， and compliance. In terms of basic conditions， access to raw materials， engineering capability， talent availability， capital intensity， and demand growth affect feasible product positioning and application entry. In terms of policy， industrial support， localization initiatives， trade restrictions， and sustainability rules affect demand formation， regional production arrangements， and compliance costs， thereby reshaping competitive conditions. Regarding market structure， while the industry involves many firms， market power tends to concentrate among leading players with scale， technology， and global supply capacity， and key application areas differ in price elasticity， substitutability， qualification cycles， and the durability of supply relationships. Regarding firm conduct， competition extends beyond pricing to product strategy， R&D and innovation， strategic alliances， capacity allocation， and M&A. Regarding market performance， firms show observable differences in revenue， gross margin， net margin， return on assets， return on equity， and earnings per share， which are closely related to application focus， product positioning， customer structure， and strategic adjustments. The findings of this study may serve as a useful reference for understanding the recent competitive characteristics and development direction of the connector industry.
