超級競爭下的策略變化與成長趨勢─以人工智慧產業為例

本研究是第一篇以財務績效指標分析在超級競爭下，人工智慧跨產業領域的策略變化與成長趨勢的論文。人工智慧的發展隨時間的推進，已引起產業競爭的巨大變化與產業板塊的移動，許多不同產業的企業紛紛投入人工智慧領域與相關應用，造成產業之間競爭劇烈與變化莫測，並將人工智慧產業塑造成「超級競爭」的環境。企業在競爭環境下求成長時，會依據外部環境與對手的變化來調整資源的使用與運用資源的動態能力，並改變整體營運策略。因此，企業策略是動態有變化的，變化結果最終會反映在財務績效上。基於上述，本研究以杜邦財務指標建構研究架構，分析在超級競爭下，歷經兩個時期後，在人工智慧相關產業的企業經營策略與績效變化。本研究的研究目的如下： 1. 依據杜邦財務指標，分析經營績效優良的人工智慧相關產業的企業在不同時期的企業策略變化與成長趨勢。 2. 以管理理論解釋人工智慧相關產業中，經營績效優良企業的策略變化與成長趨勢。本研究發現，在人工智慧產業中經營績效優良企業，以人工智慧晶片與資訊科技產業已有明顯的策略變化且有部份企業在財務績效上也呈現成長趨勢，這兩種產業也扮演引領整個人工智慧產業發展的領導角色。本研究也提出台灣企業在人工智慧發展的建議，期望台灣企業在人工智慧上找到屬於自己的利基點，提升台灣整體經濟實力與國家競爭力。關鍵詞：超級競爭、人工智慧、競爭優勢、杜邦財務指標、紅皇后效應、隨機漫步、雙元能力、貝氏認識論、組織學習因果

關鍵字

超級競爭；人工智慧；競爭優勢；杜邦財務指標；紅皇后效應；隨機漫步；雙元能力；貝氏認識論；組織學習因果

並列摘要

This study is the first paper to analyze the strategic changes and growth trends of artificial intelligence across industries under the hypercompetition by using financial performance indicators. The development of artificial intelligence has induced tremendous change and movement of industrial sectors. Many enterprises in different industries around the world have invested in this field and related application. This condition has incurred severe competition and unpredictable change between different industries and made the artificial industry for a “hypercompetitive” environment. When enterprises strike to grow in a competitive environment, enterprises will adjust the use of resources and dynamic capabilities based on changes in external environment and competitors. Therefore, corporate strategies are dynamic and changeable, and the results of the changes will ultimately be reflected in financial performance. Based on the above reasons, this study constructs a research framwork based on DuPont financial indicators. Under hypercompetitive environment, this study analyzes the changes in corporate strategy and performance in artificial intelligence related industries after two periods. Follows are the research objectives of this study: 1. According to DuPont financial indicators, analyze the changes and growth trends of corporate strategies of enterprises with excellent business performance in artificial intelligence related industries in different periods. 2. Using management theory to explain the strategic changes and growth trends of enterprises with excellent business performance in artificial intelligence related industries. This study has revealed that there are obviously strategic changes in the artificial intelligence chip and information technology industries. Some enterprises in these two industries also show growth trends in financial performance, especially the enterprises with excellent business performance. These two industries also play a leading role in leading the development of the whole artificial intelligence industry. This study also proposes suggestions of the development of artificial intelligence in Taiwan enterprises. Wish Taiwan enterprises will be able to find their own niche points in artificial intelligence and enhance Taiwan's overall economic strength and national competitiveness. Keywords: Hypercompetition, Artificial Intelligence, Competitive Advantage, DuPont Financial Indicators, Red Queen Effect, Random Walk, Ambidextrous Ability, Bayesian Epistemology, Organizational Learning Cause and Effect

並列關鍵字

Hypercompetition ； Artificial Intelligence ； Competitive Advantage ； DuPont Financial Indicators ； Red Queen Effect ； Random Walk ； Ambidextrous Ability ； Bayesian Epistemology ； Organizational Learning Cause and Effect