因全球暖化議題與石化能源日漸耗竭,再生能源的發展與運用已是人類文明如何延續的關鍵,而太陽能光電是再生能源中最具發展潛力的項目之一,自2007年金融海嘯以來,由於總體經濟環境的變化,整個太陽能光電產業發生了結構與廠商行為重大的變化。 本研究旨在依據產業經濟學中的S-C-P架構,賽局理論,以及企管之策略管理,並綜合次級資料蒐集與專家訪談,分析自2007年金融海嘯以後兩岸太陽能光電的產業變化,廠商行為,競爭策略,以及政府政策之影響。 研究所得之結論顯示,台灣太陽能光電廠商的能力主要聚焦於太陽能電池製造的效率提升與品質,而中國大陸的太陽能光電廠商主要仰賴垂直整合所營造的低成本優勢,兩岸廠商如欲合作,因缺乏互信基礎,以及經營模式和政治形態上的差異而有相當之難度,必須先在互動中培養互信,在競爭中培養合作默契,才能解開囚犯困境,將產業導向正向循環。
Because of the global warming and consumption of fossil fuel, the development and utilization of renewable energy is now a key for the continuation of human civilization. And, the photovoltaic is one of most potential renewable energy source. Since the global financial crisis from 2007, global photovoltaic industry has been facing a fundamental change of industrial structure and conduct of firms due to the fluctuation of macro economy. The purpose of this thesis is to analyze the transformation of industry, conduct of firms, competition strategy and influence of government subsidy according to the S-C-P principle in industrial economy, game theory, and strategy management of business administration, also combining the collection of secondary data and insightful opinion of expertise by interview. According to the conclusion in the thesis, the capability of Taiwan photovoltaic firms is focused on the quality and efficiency increase of photovoltaic cell; and, China photovoltaic firms, mainly relying on the low cost advantage resulted by vertical integration. Due to the lacking of mutual trustness, difference in business model and political situation, it is still difficult for the photovoltaic firms between Taiwan and China to cooperate. They must build up mutual trustness first by interaction and cultivate tacit understanding during competition process. And then, it would be possible to solve prisoner's dilemma and lead the industry to a positive cycle.