- 學位論文
從智慧醫療產業看台灣電子業未來發展及佈局
The Development and Strategy of Taiwan Electronics Industry from the viewpoint of Intelligent Medical Industry
摘要
醫療產業的發展與國力及人民生活有密切的關係，各國無不重視與醫療相關的政策、經費及發展。然而，隨著全球勞動人口減少、人口趨向高齡化，醫療成本攀升及資源減少的議題逐漸浮現，問題日趨複雜。近十年來，資訊科技的進步，帶動了智慧醫療產業的發展，也為全球面臨的醫療困境找到解決之道。 智慧醫療產業不但是全球的新興產業之一，也是台灣自2009年始，由行政院推動的六大新興產業之一。主要是以病人為中心的理念，透過先進的網路及通訊技術，提升整體醫療服務效率。從基礎架構的建置、醫療電子儀器和智慧裝置的發展、解決方案的建置至服務平台的開發，都屬智慧醫療產業的範圍。應用場所從醫療院所到慢性居家，使用的族群從專業醫療人員到健康民眾皆屬之。 智慧醫療的發展需要借助於發展成熟的科技，電子業正是擁有深厚科技基礎及資源的產業。台灣的電子業從1960年代的加工導向開始發展，繼而走向高階研發及專業電子製造服務，數十年來影響台灣及全球產業極深。不過，在發展成熟的同時，也面臨附加價值能力低及無法掌握關鍵技術的發展瓶頸，台灣電子業開始尋求其他出路。新興智慧醫療產業將是台灣電子業下個階段發展的新契機。 本論文透過智慧醫療產業及電子業兩種產業的分析，找出兩項產業的現況及未來的發展，以了解兩項產業特殊性及發展相關性。繼而以個案研究方式，研究台灣電子業的龍頭—鴻海集團，藉著了解其演進和發展，深入探討智慧醫療產業的佈局及策略，再透過波特五力分析法，分析該集團在智慧醫療產業的優劣勢，以及未來在智慧醫療產業的發展策略、突破電子業發展的瓶頸之道。 研究顯示，智慧醫療產業的特性與目前台灣電子業所深入經營的消費性電子產品極為不同，不過，因為產品利潤較佳且生命周期較長，台灣電子業值得運用優質基礎，由既有產業鏈切入、併購及策略聯盟發展、跨領域人才培植及專利核心技術掌握的方向，發展智慧醫療產業，提升利潤及再造企業榮景。
並列摘要
It is highly correlated between medical industry development and national power and people’s life quality; the advanced countries’ government put much attention to health-related policies, expenditure and development. However, with the decrease of global labor force, the rising of aged population and healthcare costs, and the limited resources issues have gradually emerged, the medical problems are getting complex. Over the past decade, advanced information technology leads the intelligent medical industry rising, and also provides a solution for the global medical plight. Intelligent medical industry is not only one of the emerging industries worldwide, but also one of the six emerging industries in Taiwan driven by the Executive Yuan since 2009. The core is through advanced networking and communication technology to enhance the efficiency of medical services to achieve the goal of patient-centered care. It includes building of the infrastructure, the development of medical electronic instruments and smart devices, the construction of total solutions and the service platforms. It is applied from healthcare institutions to home, and the users are from medical professionals to people all genus. The intelligent medical industry development needs mature electronics technology. From 1960s till now, Taiwan's electronics industry began from processing -oriented, and then to the high-level R & D and professional electronics manufacturing services. It brings the deep impact not only in Taiwan but the world industry. However, Taiwan electronics industry is in the mature stage, and also face low value-added capabilities and unable to grasp the core technologies now. Therefore, Taiwan's electronics industry began to seek other way out. The intelligent medical industry might be the new opportunity of Taiwan's electronics industry. To know the development and strategy of Taiwan electronics industry from the viewpoint of the intelligent medical industry, the study analyzed the current situation and future development of the two industries at first, and then found the development of two industries specificity and relevance. Furthermore, through the case study of Taiwanese electronics industry leader - Hon Hai Group, to understand its evolution and development. Using Porter's five forces analysis, we knew the strengths and weaknesses of the development in the intelligent medical industry and the development strategy in the group of the future. We found that the characteristics of the intelligent medical industry are different from the electronics industry in Taiwan. However, the intelligent medical product is more profitable and professional; it’s still worth to put more resources in intelligent medical industry for electronics industry. It suggested that there are some directions to develop intelligent medical industry, such as using the origin role of electronic industry chain, developing mergers and acquisitions or strategic alliance, interdisciplinary incubation and grasp the patent and core technology.