台灣血糖檢測產業經營策略之探討-以個案公司發展策略規劃為例-

The Business Strategy of Blood Sugar Industry in Taiwan - A Study Based on the Strategy Planning of the Case Company-

李宗儒(Tsung-Ju Lee)

指導教授 ： 史欽泰 ； 林博文

國立清華大學/科技管理學院/高階主管經營管理碩士在職專班/碩士(2008年)

摘要

摘 要
糖尿病已成為全球第七大之死因，全球糖尿病患正以年成長率7.3%在增加中，預計到2025年會增加到3.8億罹病人口。全球血糖檢測器的市值也以年成長率11.2%持續增加中，預計到2009年全球檢驗市場價值將高達97億美元。隨著全球經濟成長所帶來的文明進步，預防醫學的觀念已逐漸被接受，因此糖尿病的市場商機價值可說是非常可觀，但目前全球約96%市場是由國際大廠: Roche，J&J，Abbott，Bayer，與Kyoto Daiichi等所掌握。
在2007年台灣血糖測試儀廠商密度已高居全世界第一，台灣血糖產業聚落成型之原因之ㄧ主要是來自於ICT產業經驗的有效運用。相較於世界大廠，常常以併購方式取得關鍵技術能力，台灣的廠商初期以發展Me Too產品居多，大部分都是苦幹實幹地發展自有技術，因此關鍵技術能力的掌握度將影響台灣企業的競爭強度。本研究所觀察到的趨勢：大廠逐步走向水平分工，而小廠逐步走向垂直整合之態勢已愈趨明朗。台灣擁有完整的上、中、下游的產業價值鏈體系，台灣的血糖產業若能將現有之ICT產業資源優勢條件進一步有效的整合，血糖產業將是繼電子產業之後台灣最有可能成為國際代工中心與建立自我品牌的重要機會所在。
「微笑曲線」說明了Me Too的產品是沒有明天的，有差異化方有價值，有價值方有利潤。創造差異化之價值、改善營運效能與提升服務之品質乃是企業將來之競爭利器。台灣生技業者必須朝微笑曲線兩端延伸邁進方能擺脫紅海朝向藍海。本研究對血糖產業及個案公司的建議是：除了重視關鍵技術之建構外也必須注重非關鍵技術能力之建構；發揮目前關鍵技術平台並擴大技術平台之應用領域應是最優先的短期目標；進一步掌握市場脈動，創造市場需求是中長期之發展目標。發展醫療電子可以是個案公司未來發展策略訂定的希望選項之ㄧ。

關鍵字

糖尿病 ； 血糖監控 ； 預防醫學 ； 垂直整合 ； 微笑曲線

並列摘要

Abstract
The diabetes has already become the seventh cause of death in the world with 7.3% of annual growth. It is estimated that the patients will reach 380 million by 2025. The market value of the global blood glucose monitoring is also increasing continuously with 11.2% of annual growth, and it is estimated that the market value will exceed 9,700 million in 2009. The idea of preventive medicine has already been accepted gradually because of the growth of ageing population, and the business value comes from the blood glucose detection is huge. But about 96% of the detection market of the world at present is controlled by the top five companies: Roche, J&J, Abbott, Bayer and Kyoto Daiichi.
The geographical density of Taiwan’s blood glucose monitoring (BGM) manufacturers is the world No. one in 2007. Taiwan has become one of the most important players in the BGM manufacturing in the world. One of the reasons for the clustering effect comes from the historical development of ICT industry. Compared with big BGM players acquiring core technologies through M&A, Taiwan’s BGM players often choose Me-too products as their entry wedge. In the long round, Taiwan’s BGM players must acquire core technologies in order to gain competitive adventages.
The study finds: The ternd of vertical disintegration for the big BGM players and vertical integration for small ones. The well established supply chain systems of ICT industry in Taiwan impose great opportunities for Taiwan BGM players to enter OEM and ODM businesses.

According to the concept of the「Smiling Curve」proposed by Mr.Shi, me-too products provide the least value added for manufacturers in Taiwan. This study proposes that BGM players in Tawan must have the capability to differentiate their products to gain competitive adventqages in the global market. The capabilities include: core technologies construction, supply chain management, operation efficiency improvement, service quality improvement and so on.

並列關鍵字

Diabetes ； Blood Glucose Monitoring ； Preventive Medicine ； Vertical Integration ； Smiling Curve

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