Semiconductors have now surpassed oil as the most important resource in the modern society. In the semiconductor industry, the US-China divide progressed through three turning points. And, in the industry, a phenomenon that Miller named “Taiwanization” occurs. It involves two aspects:（1）dependence on Taiwanese companies, especially TSMC, as the bearer of production,（2）dependence on Taiwan as the location of production. With the “Taiwanization,” the semiconductor industry has taken the unprecedented form in which “suppliers from latecomer countries controls the casting boat.” Then, TSMC does not subordinate to a lead firm in a developed country, but instead became a core supplier as envisioned by GPN 2.0, taking a different position from former suppliers from latecomer countries. Currently, more than 90% of the production of the advanced semiconductors are concentrated in Taiwan, thus TSMC is moving to disperse its production bases. However, both in terms of production volume and quality, it is likely that the concentration on Taiwan will continue. The term “Taiwanization” is attracting a lot of attention also in Taiwan, but some view the current situation as a crisis as “de-Taiwanization,” expressing strong concerns that advanced semiconductors will be produced outside Taiwan. This is based on the concept of “silicon shield,” being feared that if Taiwan’s share of semiconductor production declines, national security will weaken. In Taiwan, the proportion of secondary industry in GDP is increasing, while the proportion of tertiary industry is decreasing, going against the Petty-Clark law. The concentration of semiconductor production to Taiwan has significantly boosted the value of the electronic component exports, and it also led to a rise in income of electronic parts manufacturing industry.

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In this paper, we analyze the role of the trading house of liquid crystal parts in the crystal material supply chain. This will enable us to more accurately explain the structure of dealing in the liquid crystal materials' market.
With regard to the supply chain for liquid crystal panels, Japanese companies have a noteworthy presence in the crystal materials market, though Asian manufacturers such as Japanese, Taiwanese, Korean, and Chinese companies are facing intense competition in the markets for materials such as color filters and polarization films. The trading house of liquid crystal parts plays a major role in the production of liquid crystal panels.
In this study, we examine the business relationships between three business players, namely, liquid material manufacturers, the trading house of liquid crystal parts, and liquid crystal manufacturers.
In the first section, we consider the supply chain management theory. Then, the relationship between the supply chain management theory and the trading house of products is analyzed based on previous research.
In the second section, we confirm the members of the liquid crystal materials supply chain.
In the third section, we examine the business relationships between the three business players—namely, the liquid material manufacturers, the trading house of liquid crystal parts, and the liquid crystal manufacturers—and the functioning of the trading house of liquid crystal parts.
Finally, we emphasize on the importance of the trading house of products in the crystal material supply chain.

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本稿では、製造の外部委託の側面から、携帯電話端末メーカーはいかにして優位性を獲得しているのかを考察する。分析の結果、以下の3 点が示唆される。1) 自社生産と外部委託生産のバランスをとるよりも、戦略的意思決定によって、いずれかの方向性を明確にする企業のほうが優位なポジションを獲得できる。2) 企業は製品の水平的ポジショニングを明確にし、製造の外部委託を行うことによって、業績を高めることができる。3) 企業は高級機種の製造を外部委託することによって、業績を高める可能性がある。本稿における分析の手順は、最初に、先行研究のレビューから仮説を導出し、2007 年から2010 年までの4 年間のデータを用いて、携帯電話端末メーカー大手8 社に対して重回帰分析による仮説検定を行う。それから、インタビューによる欧米大手メーカーの事例研究を実施することによって、重回帰分析から得られる結果を検証して結論を導く。

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