TFT-LCD產業的創新動態演化：以網絡觀點分析之

由於企業經營會受到外在環境，以及本身的策略行動所影響，進而使得企業網絡發生演化改變。為建立有效的網絡，近年來，策略與組織學者，利用各種觀點來解釋網絡演化。其中，Koka et al(2006)聚焦在環境的「不確定性」及「資源豐裕度」對網絡演化的影響。他歸納各階段的網絡結構特徵，發展了一套網絡演化架構模型。本研究即是以此模型來實證TFT-LCD產業的網絡演化。 TFT-LCD產業自1976年以來，經多年發展，恰可用來實證網絡演化模型。目前全球的TFT-LCD產業只集中在韓國、日本、台灣、大陸等少數國家。而台灣的TFT-LCD全球巿佔率已超過40%(拓墣, 2009)；產值在2007年攀上新台幣1.75兆元(IEK，2008)的高峰；上下游相關供應鏈的從業人口，高達30萬人以上(工商時報，2008/12/19)。台灣已成為TFT-LCD產業中的重量級角色。本研究除了以Koka et al.(2006)網絡模型為基礎外，並同時參考劉柏余(2009)的研究論文，加入產業創新能力指標的衡量。透過對業界專家的訪談，得到TFT-LCD產業的創新動態演化歷程，以驗證該網絡模型在TFT-LCD產業的實用性。實證結果發現，TFT-LCD產業網絡的演化，與Koka et al.(2006)所發展的模型框架相同。但網絡結構特徵，則因產業特性而出現不同結果。另外，本研究亦發現產業網絡的創新能力，會隨著資源豐裕度增加，而有所提昇。企業經理人或政府機關可利用本研究成果，藉由掌握產業網絡結構特徵，主導產業網絡的創新動態演化。

關鍵字

網絡演化；創新； TFT-LCD產業

並列摘要

Owing to external business environment and the impact on the strategies of action, enterprise network changes and evolves dynamically. In an effort to understand the nature of network evolution in recent years, strategy and organization scholars attempt to explain the network evolution from various viewpoints. For instance, Koka et al (2006) focused on environmental "uncertainty" and "resource abundance" to unfold how it affects the network evolution. He compiled a network evolves with the characteristics of evolution and the development of a network evolution model. In this study, we adopted Koka’s model in a empirical testing in Taiwanese TFT-LCD industry. TFT-LCD industry since 1976, after years of development, appropriate empirical network evolution model can be used. The world's TFT-LCD industry, concentrated in South Korea, Japan, Taiwan and the mainland a few countries. Taiwan's TFT-LCD market accounts for the global rate of more than 40% (Topology, 2009); output in 2007 has reached NT 1.75 trillion (IEK, 2008) of the peak; related upstream and downstream supply chain working population, up to 30 million people (Business Times, 2008/12/19). Taiwan's TFT-LCD industry has become a heavyweight in the role of. This study by Koka et al. (2006) network model-based, but also refer to Liu Bainian I (2009), research papers, joined the industry innovation indicators to measure, through interviews with industry experts the way, are TFT-LCD industry in innovation and dynamic evolutionary process, to verify that the network model in TFT-LCD practicality. Empirical results, TFT-LCD industry, the evolution of the network, and Koka et al. (2006) model framework developed by the same; but in the network structure characteristics, industry characteristics due to different results. Innovation network, which industry will increase as the resource abundance, but has improved. Business managers and government agencies can use the results of this study, by the network structure of the control, leading industry innovation network of dynamic evolution.