隨著全球化的深入發展，地緣政治風險日益成為影響企業供應鏈管理的重要因素。特別是在近年來，中美貿易戰及疫情影響及其他地緣政治緊張局勢，使得企業面臨前所未有的挑戰。本文旨在探討地緣政治風險對供應鏈韌性的影響，並以光電產業E公司為個案，透過質性分析深入研究其在面對這些風險時所採取的應對策略。
E公司作為台灣重要的光電企業，面對全球供應鏈的變遷，必須重新評估其供應鏈策略以應對不斷變化的外部環境。地緣政治風險的上升，尤其是與中國的貿易關係緊張，迫使企業必須考慮供應鏈的多元化及韌性建設，以確保業務的持續運營。本研究採用質性研究方法，通過深度訪談E公司的管理層及供應鏈專家，收集其在面對地緣政治風險時的實際經驗與應對措施。研究重點集中於供應鏈韌性的五大面向：耐受能力（Robustness）、備載能力（Redundancy）、彈性調適能力（Resourcefulness）、反應速度（Response）和恢復能力（Recovery）。
旨在於供應鏈設計上強調多元化供應商的選擇，降低對單一供應商的依賴，從而增強整體供應鏈的抗性。這一策略使其能夠在面對突發事件時，迅速調整供應來源，保持生產的穩定性。除外，企業建立了備用的生產基地和庫存系統，以應對潛在的供應中斷。備載能力不僅限於物料的儲備，還包括生產能力的靈活調整，確保在需求波動時能夠快速反應。
另外，E公司積極提升供應鏈的透明度和可追溯性。透過數據分析以利企業能夠即時監控供應鏈狀況，並快速識別潛在風險且做出相應調整。在面對市場變化時，E公司在快速決策和靈活應變的能力，企業內部建立高效的溝通機制並確保各部門能夠迅速協調得以應對外部挑戰。最後，E公司在遭遇供應鏈中斷後，能夠迅速恢復正常運營。同時，企業也制定了詳細的應急計劃，並進行定期演練，以確保在危機發生時能夠有效應對。
總體而言，透過本研究發現地緣政治風險對企業供應鏈的穩定性與韌性具有深遠影響。E公司通過耐受能力、備載能力、彈性調適能力、反應速度以及恢復能力等策略，已建立供應鏈韌性足以應對外部風險與市場挑戰。未來，企業應持續關注地緣政治的變化，並不斷調整其供應鏈策略，以保持競爭優勢並透過多元化的供應鏈設計和轉型，企業能夠在不確定的環境中，實現可持續發展。

Geopolitical risk has become an increasingly important factor influencing corporate supply chain management in the context of deepening globalization. In recent years, events such as the U.S.–China trade war, the COVID-19 pandemic, and escalating geopolitical tensions have introduced significant uncertainty and disruption to global supply chains. This study aims to examine the impact of geopolitical risk on supply chain resilience through a qualitative case study of Company E in the LED optoelectronics industry.
As a major optoelectronics firm in Taiwan, Company E has been required to reassess its supply chain strategies in response to a rapidly changing external environment. Rising geopolitical tensions, particularly those related to trade relations with China, have prompted the firm to strengthen supply chain diversification and resilience to ensure operational continuity. This study adopts a qualitative research approach and collects empirical data through in-depth interviews with senior managers and supply chain experts at E Corporation.
The analysis focuses on five key dimensions of resilient supply chain management: robustness, redundancy, resourcefulness, response, and recovery. The findings indicate that Company E enhances supply chain robustness by strengthening control over critical technologies and diversifying suppliers, while redundancy is selectively applied through backup production capacity and inventory systems. In addition, the firm improves supply chain transparency and traceability through data analytics, enabling rapid decision-making and adaptive responses to disruptions. Finally, well-established contingency planning and recovery mechanisms allow the firm to restore normal operations efficiently following supply chain interruptions.
Overall, the results demonstrate that geopolitical risk has a significant impact on supply chain stability and resilience. By adopting a resilience-oriented supply chain strategy, Company E has effectively mitigated external shocks and maintained competitive advantage in an increasingly uncertain global environment.

1.Aven, T. Risk assessment and risk management: Review of recent advances on their foundation. European Journal of Operational Research, 253, (1), 1–13, 2016. https://doi.org/10.1016/j.ejor.2015.12.023
2.Baldwin, R. The great convergence: Information technology and the new globalization. Harvard University Press, 2023.
3.Baldwin, R., & Evenett, S. J. (Eds.). COVID-19 and trade policy: Why turning inward won't work. CEPR Press, 2020.
4.Bown, C. P. The 2018–2019 trade conflict: Aftershocks and policy changes. The World Economy, 43, (9), 2223–2244, 2020. https://doi.org/10.1111/twec.12988
5.Brandon-Jones, E., Squire, B., Autry, C. W., & Petersen, K. J. A contingent resource-based perspective of supply chain resilience and robustness. Journal of Supply Chain Management, 50, (3), 55–73, 2014. https://doi.org/10.1111/jscm.12050
6.Caldara, D., & Iacoviello, M. Measuring geopolitical risk. American Economic Review, 112, (4), 1194–1225, 2022. https://doi.org/10.1257/aer.20191823
7.Christopher, M., & Peck, H. Building the resilient supply chain. The International Journal of Logistics Management, 15, (2), 1–14, 2004. https://doi.org/10.1108/09574090410700275
8.Christopher, M., & Peck, H. Managing supply chain risk. Routledge, 2012.
9.Creswell, J. W., & Poth, C. N. Qualitative inquiry and research design: Choosing among five approaches (4th ed.). Sage, 2018.
10.Denzin, N. K., & Lincoln, Y. S. The Sage handbook of qualitative research (5th ed.). Sage, 2018.
11.Farrell, H., & Newman, A. L. Weaponized interdependence: How global economic networks shape state coercion. International Security, 44, (1), 42–79, 2019. https://doi.org/10.1162/isec_a_00351
12.Gereffi, G. What does the COVID-19 pandemic teach us about global value chains? Journal of International Business Policy, 3, 287–301, 2020. https://doi.org/10.1057/s42214-020-00062-w
13.ISO. ISO 31000: Risk management—Guidelines. International Organization for Standardization, 2018.
14.Ivanov, D. Supply chain viability and the COVID-19 pandemic: A conceptual and formal generalisation of four major adaptation strategies. International Journal of Production Research, 59, (12), 3535–3552, 2021. https://doi.org/10.1080/00207543.2020.1868448
15.Ivanov, D., & Dolgui, A. Viability of intertwined supply networks: Extending the supply chain resilience angles towards survivability. International Journal of Production Research, 58, (10), 2904–2915, 2020. https://doi.org/10.1080/00207543.2019.1650438
16.Kobrin, S. J. Bricks and mortar in a borderless world: Globalization, the backlash, and the multinational enterprise. Global Strategy Journal, 7, (2), 159–171, 2017. https://doi.org/10.1002/gsj.1158
17.Kvale, S., & Brinkmann, S. InterViews: Learning the craft of qualitative research interviewing (3rd ed.). Sage, 2015.
18.MarketsandMarkets. LED market by type, application, and region – Global forecast to 2029. MarketsandMarkets Research, 2024.
19.Merriam, S. B., & Tisdell, E. J. Qualitative research: A guide to design and implementation (4th ed.). Jossey-Bass, 2016.
20.Patton, M. Q. Qualitative research & evaluation methods (4th ed.). Sage, 2015.
21.Pettit, T. J., Fiksel, J., & Croxton, K. L. Ensuring supply chain resilience: Development of a conceptual framework. Journal of Business Logistics, 31, (1), 1–21, 2010. https://doi.org/10.1002/j.2158-1592.2010.tb00125.x
22.Ponomarov, S. Y., & Holcomb, M. C. Understanding the concept of supply chain resilience. The International Journal of Logistics Management, 20, (1), 124–143, 2010. https://doi.org/10.1108/09574090910954873
23.Sheffi, Y. The resilient enterprise: Overcoming vulnerability for competitive advantage. MIT Press, 2005.
24.Sheffi, Y., & Rice, J. B. A supply chain view of the resilient enterprise. MIT Sloan Management Review, 47, (1), 41–48, 2005.
25.Tang, C. S. Robust strategies for mitigating supply chain disruptions. International Journal of Logistics: Research and Applications, 9, (1), 33–45, 2006. https://doi.org/10.1080/13675560500405584
26.Tang, O., & Musa, S. N. Identifying risk issues and research advancements in supply chain risk management. International Journal of Production Economics, 133, (1), 25–34, 2011. https://doi.org/10.1016/j.ijpe.2010.06.013
27.Teece, D. J. Explicating dynamic capabilities: The nature and microfoundations of (sustainable) enterprise performance. Strategic Management Journal, 28, (13), 1319–1350, 2007. https://doi.org/10.1002/smj.640
28.World Economic Forum. Global risks report 2022. World Economic Forum, 2022.
29.World Economic Forum. Global risks report 2023. World Economic Forum, 2023.
30.World Economic Forum. Global risks report 2024. World Economic Forum, 2024.
31.World Economic Forum. Global risks report 2025. World Economic Forum, 2025.
1.中華經濟研究院。地緣政治風險下我國高科技產業供應鏈佈局與因應策略分析。台北市：中華經濟研究院，2022。
2.國家發展委員會。全球地緣政治變化對臺灣產業與供應鏈影響之政策分析報告。台北市：國家發展委員會，2024。
3.世界經濟論壇（World Economic Forum）。2023年全球風險報告（中譯版）。日內瓦：世界經濟論壇，2023。
4.世界經濟論壇（World Economic Forum）。全球供應鏈重組與地緣政治風險專題報告。日內瓦：世界經濟論壇，2024。
5.世界經濟論壇（World Economic Forum）。2025 年全球風險報告（中譯版）。日內瓦：世界經濟論壇，2025。
6.國際標準組織（ISO）。ISO 31000：風險管理—原則與指引。日內瓦：ISO，2018。
7.Ennostar，富采旗下晶元光電低碳製程創雙贏獲頒TCSA創新獎（轉載新聞）。鉅亨網，2024/11/21。https://news.cnyes.com/news/id/5762094
8.Ennostar. (n.d.). Group events 2025: Bright innovation, sustainable future（展會/策略資訊頁），2025。. https://www.ennostar.com/groupevent/2025/?lang=tw
9.Ennostar. (n.d.). 富采控股（公司簡介/財務資訊入口）.https://www.ennostar.com/financial?lang=tw
10.TrendForce 2025 全球LED照明市場趨勢和廠商策略報告出刊. LEDinside, 2025/02/19. https://www.ledinside.com.tw/research/20250219-39784.html