本文主要從經濟地理學的角度探討台灣資訊電子業ODM系統廠商的產品研發行為，並和「模組化生產網絡」的觀點進行對話。本文提出一個「協商式升級」的觀點，強調台灣資訊電子業在產品研發上所扮演的技術協商整合角色，以及與品牌客戶、關鍵零組件供應商之間的技術互動與互賴關係。台灣資訊電子業的開發過程牽動著綿密的廠商之間以及廠商內部立基於「會意化知識」之複雜互動，技術領導性廠商所建構的系統架構以及原始技術規格僅僅是這樣的技術互動之起點，模組化理論取向並不能完全解釋台灣ODM系統廠商的協力式創新動力，而品牌廠商與供應商之間仍然維繫著很強的相互依賴性。

This article aims to explore the innovation characteristics of Taiwanese IT system manufactures from the perspective of economic geography and dialogue with the model of "modular production networks". We argue that the modularization approach could not fully explain the "iterative collaboration" dynamics of Taiwanese ODM manufacturers. Even though the tendency of modularization is correct, the modularization process often mixed with nonmodularizable process that required the face-to-face interaction, implicated frequently inter-organizational knowledge flows as well as non-arm's length transactions. In this sense, the "upgrading by negotiation" model of Taiwanese ODM suppliers not only capture higher added value in the production networks, but also gain power from the brands and key component suppliers in the process of co-design, and result in the different geography of innovation.