台灣自1970年代全力發展電子產業，筆記型電腦代工領域曾高逹80~90%，是電子產業中競爭力最強的行業，培植完整上、下游的台灣供應鏈，也帶動了鋰電池模組的強大需求，因而台灣鋰電池模組廠商也成為主要供應者，其中個案S公司由小廠坐大順勢的成為鋰離子電池模組的龍頭，在筆記本鋰電池組佔有率高逹30%。在產業變化快速，競爭激烈的電子產業中，個案S公司如何能保持業績12年持續成長，屹立業界龍頭，並且在目前中國電子產業興起之際，如何因應紅色供應鏈的高度競爭。 故，本研究主要探討在鋰電池模組產業中，紅色供應鏈（中國業者）與台灣業者的競爭優劣勢進行比較。分析個案S公司擁有的資源與能力，以五力分析進行產業分析，再以SWOT分析其優勢、劣勢、機會與威脅，並針對個案S公司轉型、整合上下游資源等策略進行探討。 研究結果顯示個案S公司在現階段具備良好的競爭優勢，其各項表現仍優於中國紅色供應鏈的競爭者。但由於巿場需求持續下滑、低毛利、新產品應用需求及技術尚未成熟、各家競爭者主要在爭奪3C產品巿場等現況之下，中國競爭者又緊追隨其後，未來的經營將面對更艱巨的挑戰。需持續提升技術拉大與競爭者的差距，新產品應用亦需及早切入新的利基巿場，保持高營收及利潤及對客戶的附加價值，以利擴大公司營運項目及營收，及持續的成長與永續經營。;The notebook PC manufacturers in Taiwan play a key role in the global OEM/ODM electronics industry since 1970, accounting for 80% to 90% of global notebook PC production. This strong demand from notebook PC helps boost sales in Lithium-Ion Battery Pack. This case study is about how the company S has become the world′s largest manufacturer with a market share of 30% in Lithium-Ion Battery Pack industry as well as how to increase revenues gradually over the past 12 years and remains the top one maker in the global market. This paper uses Porters Five Forces model to analyze the level of competition in Lithium-Ion Battery Pack industry and then uses SWOT analysis to identify strengths, weaknesses, opportunities and threats to match the firm′s resources and capabilities to control over the upstream and downstream of the supply chain activities. It helps the company S consolidate their own competitive advantages to compete against China′s Red Supply Chain. The results of this research have shown the company S has greater competitive advantage than its rivals in China′s Red Supply Chain. However, there are still big challenges in business operation because of China’s electronics industry is gradually displacing Taiwan’s. Moreover, the total market demand is decreasing, the profit margins are squeezed, new technologies and applications are not fully developed yet. To avoid being hunted down by the "Red Supply Chain", the company S needs to upgrade its core technical capabilities, introducing and promoting innovative and fresh manufacturing technologies to the niche market; They also need to add values to the customers to differentiate themselves from the competition. The success is the ability to expand their product lines for a sustainable revenue growth.
