資訊收集與產業競爭動態分析–以台灣筆記型電腦代工產業為例

Industry Analysis with Publicly-held Information Collection –An Empirical Study of the Taiwan Notebook PC ODM/OEM Industry

鄭名哲(Ming-Che Cheng)

指導教授 ： 巫和懋

國立臺灣大學/管理學院/國際企業管理組/碩士(2005年)

https://doi.org/10.6342/NTU.2005.02637

摘要

本論文旨在探討收集公開資訊運用於產業競爭動態分析，並以競爭六力模式將所收集之產業資訊加以分類並同時考量時間因素來分析特定產業的動態競爭與產業鏈結構演變。為了實證此系統性分析方法，選擇台灣筆記型電腦代工產業作為研究對象。透過公開資訊收集與所提出之資訊分析方法，作者分析2002~2003年台灣筆記型電腦代工產業結構演變，進而了解產業的競爭關鍵因素及現有領導廠商的競合策略。
本論文利用各項產業分析與策略相關理論作為研究工具，以「競爭六力」的模型理論為分析的基本架構，以產業經濟學及賽局競合策略等理論進行產業內主要參與者的競爭分析。依據所收集台灣筆記型電腦代工產業公開資訊，分析筆記型電腦產業生態與主要領導廠商的競爭優勢和競合策略以及台灣資訊產業群聚帶給筆記型電腦代工產業的競爭優勢。實證公開資訊收集與產業競爭動態分析可提供不同產業的廠商作為經營策略規畫的參考。其次一般投資大眾可運用本研究所提出之分析方法進行相關產業之發展趨勢分析與投資參考。

關鍵字

產業群聚 ； 競合策略 ； 互補品 ； 資訊收集 ； 產業分析

並列摘要

This study is to use the sequentially-collected publicly-held information to analyze the dynamics of the specified industry’s structure and business landscape and to find out the industry's key success factors and the co-opetition strategies between the major players. The information is categorized by the “SIX forces” such as entry, buyer bargaining power, supplier bargaining power, substitute products, rivalry and complements. An analytical process of the collection, selection, interpretation and categorization of publicly-held information is proposed.
"Six forces" is the main analytical framework of this research. It also utilizes Michael Porter’s Competitive Advantage Theories、Game Theory and Industrial Organization Theory to analyze the major industry participants' competitive strategies during the industry evolution.
The Taiwan Notebook PC(NB) ODM/OEM Industry evolution between 2002 and 2003 was analyzed according to the analytical process. The study finds that the sequentially-collected publicly-held information of the NB industry is self-contained. Following the analytical process the reader can describe the evolution of industry landscape and industry organization accordingly. The study concludes (1) the Information Technology industry cluster in Taiwan strengthens the competitiveness of the Taiwan NB ODM/OEM vendors and (2) the leaders of the NB industry will continue the price war to gain more market shares.

並列關鍵字

Co-opetition ； Industry Cluster ； Industry Analysis ； Information Collection ； Complements

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