日本電子產業的生產體制改造的加速肇始於全球性金融海嘯的危機，東日本大震災的發生更突顯出產業供應鏈風險管理的重要性，「アセットライト(資產減輕)」(Asset-lite)以及「フアブライト(晶圓廠減輕)」(Fab-lite)成為此時期日本電子產業的關鍵字，事業繼續計畫(BCP)更成為電子零組件供應商必備的方案之一。 本研究基於產業供應鏈重新組合的「創新」以及產業集聚的外部經濟性與台日產業關係發展過程來檢視日本的ICT產業對於生產方式，由原先的垂直統合生產體制進行改變的過程，以及在東日本大震災發生後對於寸斷的供應鏈進行復建等問題進行探討。 透過SONY的TV事業與日本半導體企業的兩個生產體制改造事例，確認委外EMS企業生產與Asset-lite或是Fab-lite的轉型已經成為日本電子產業供應鏈重要的一環。 因此分別針對位於電子產業上游的半導體產業以及下游的EMS企業，來看台灣的企業可以如何加入這個「新組合」，可以扮演什麼樣的替代角色以進一步嵌入日本ICT電子產業中。 最後以「台灣的SoC嵌入日本品牌」座談會與SWOT分析分別針對台灣與日本半導體產業的合作戰略以及結合日本的技術力與台灣的資金和量產能力的跨國策略聯盟進行評價與戰略選擇的歸納而得到本研究的結論。 本研究的結論以為台灣半導體的產業供應鏈從IC設計到製造正是目前日本半導體產業所需的互補角色與加強風險管理對策；台灣EMS企業所能提供的各項資源，可以是日本ICT企業進一步「創新」生產體制的策略聯盟對象。 Japanese electronic industry’s production system restructuring was accelerating since the 2008 global financial crisis, the risk management of industrial supply chain is getting much important after the 3.11 Earthquake, “asset-lite” and “fab-lite” are the keywords during this period and to equip a “business continuity plan” is becoming essential to the electronic component vendors. This research bases on the “innovation” of new production process, the externality of industry cluster and the developing industrial relationship of Taiwan and Japan to examine the restructuring of Japanese ICT industry. This research also discusses the recovery of broken supply chain which caused by the 3.11 Earthquake. Two restructuring facts of SONY TV production and Japanese semiconductor corporations endorse the EMS outsourcing and the asset-lite/fab-lite transformations, so this research would like to indentify the roles which Taiwan’s electronic enterprises can perform and to be embedded into Japan’s ICT industry. For the topics of 1.The cooperation strategies of Taiwan & Japan’s semiconductor industry and 2.The global strategic alliance of Japan’s technology and Taiwan’s capital & the capability of mass productions, this research gets to the conclusions by using the SWOT analysis which was supported from the seminar of “Taiwan’s SoC design win in Japanese brand names”. The conclusion of this research paper indicates that Taiwan’s semiconductor supply chain could be the complementary role & risk management solution. And Japan’s ICT corporations could leverage the resources of Taiwan’s EMS through the strategic alliance.
