Title

以國家競爭力分析兩岸薄膜太陽能電池之 競合策略

Translated Titles

The Cross-Strait Co-opetitive Strategy Analysis in Thin Film Solar Cell Industry — National Competitiveness Perspective

DOI

10.6840/CYCU.2009.00746

Authors

張騰文

Key Words

薄膜太陽能 ; 競爭優勢 ; 合作模式 ; 競合策略 ; 國家競爭力 ; competitive advantage ; Thin-film solar ; National competitiveness ; Co-opetitive Strategy ; cooperative model.

PublicationName

中原大學企業管理研究所學位論文

Volume or Term/Year and Month of Publication

2009年

Academic Degree Category

碩士

Advisor

陳筱琪

Content Language

繁體中文

Chinese Abstract

能源危機、溫室效應已為全世界所重視。因此,發展綠能產業,達到環保減碳目標已成為國際共識;對於綠能產業的發展,與廠商策略佈局之研究,更是未來之趨勢。綠能產業中以太陽能最為看好,其中薄膜太陽能電池又有成本、適溫性極佳、厚度薄、可繞性高、重量輕等優點,未來成長性看好,因此吸引全球廠商爭相投入生產。面對在技術與產量領先的是日本、德國、美國,以及積極投入的中國大陸,台灣廠商該如何因應;此外,能源產業發展與各國政府態度、國家競爭力攸關,故本研究期望以國家競爭力的觀點探討台灣與中國大陸在薄膜太陽能產業發展的切入點,並進而探討台灣與中國大陸在具備同文同種、技術與市場皆須仰賴國外市場的相同特徵下,兩岸的競爭策略與合作模式,及兩岸的現在市場定位與未來市場定位,以提供給產業參考。 研究結果顯示,「市場需求」與「政府」同樣都是兩岸最關切的國家競爭力構面,而「外在環境改變」與「企業競爭結構」兩岸看法較有差異,進一步的獲得的細部準則為「國際國內外採購條件」與「客製化程度」等差異最大,因此以國家競爭力而言,競爭大於合作機會。台灣競合策略主要是以合作模式中的策略聯盟、合資與獨家協議或技術授權為發展主軸,表示台灣以合作模式為主要的考量點;中國大陸則是以競爭策略與合作策略各半,以成本領導策略為發展重點,以獨家協議或技術授權或策略聯盟的合作模式切入,可見中國大陸對於新興產業的野心,期望在薄膜太陽能電池產業萌芽階段,即以低成本優勢佔有製造的市場地位,再透過合作模式掌握技術發展,雙方仍有合作機會。在市場定位部份,台灣與中國大陸現在的市場定位都是中游生產製造者,未來市場定位都是下游使用者,代表兩岸都想發展利潤較為豐厚的下游,故在產業整體發展過程中,兩岸現在與未來定位相同,競爭情勢將多於合作機會。故台灣業者應是適度思考面對中國大陸的競爭策略方向,並非一昧的覬覦中國市場,產生以合作為主軸的策略認知。

English Abstract

Energy crisis and greenhouse effect has been one of the most serious challenges in the world nowadays. Therefore, green industry development for environmental protection and carbon reduction has been the global focus; furthermore, it would be a tendency to integrate green energy industry with development strategy for the best solution. There is no doubt that solar power has been recognized as the top choice; the advantages of thin-film solar cell include cost-saving, temperateness, thinness, flexibility, and lightness, etc. The investigation of thin-film solar cell is necessary to next generation energy development. On the other hand, remarkable advances have been made in green industry that brings global competitions. Japan and Germany and US take the lead in state-of-the-art technology and manufacturing, and China also shows a great ambition. Facing such fierce competition, how should Taiwan deal with it? Development strategy for energy industry relates to government support as well as national competitiveness. This study would feature national competitiveness to discuss the thin-film solar development in Taiwan and China. Based on the national competitiveness of Taiwan and China,this study would further elaborate investigate the co-opetitive strategy and cross-strait market positioning between China and Taiwan. As the result, the study found “market demand” and “government” are the two main concerns in terms of cross-strait national competitiveness; when it comes to “production elements” and “related industry support”, China and Taiwan hold similar points of view. However,the cross-strait firms see “external environmental change” and “business competitive structure” with different perspectives and the most challenging parts are conditions of procurement and customization. As far as national competitiveness is concerned, chances are competition will prevail over collaboration. Taiwan Co-opetitive (Competitive and Cooperative) Strategy mainly targets strategic alliance and joint venture that Taiwan puts emphasis on collaboration while China competitive strategy lays stress on cost leadership strategy. Considering exclusive agreement and technology licensing can manipulate less favorable situation, China shows the ambition in such emerging industries as thin-film solar cell industry; cost saving dominates manufacturing, and cooperation facilitates technology advancement. Both China and Taiwan are middle-stream manufacturers for current situation but they target downstream users for future market positioning that indicates the cross-strait strive for profitable downstream growth. For overall industry development, chances are competition will prevail over collaboration. Instead of shortsighted focus on China huge market, Taiwan should keep in mind that they should pay much attention to cross-strait industry strategy.

Topic Category 商學院 > 企業管理研究所
社會科學 > 管理學
Reference
  1. 11. 林彥甫(2002),旅行業網絡關係運用之研究 -以台中市專營國民旅遊業務之旅行社為例,靜宜大學觀光事業學系研究所碩士論文,
    連結:
  2. 15. 洪清德(2004),使命感,客戶網路和供應商網路:影響我國電子資訊產業代工和自創品牌策略抰擇因素的探討,管理學報,第21卷,第四期。
    連結:
  3. 21. 陳文良(2009),建構產業發展歷程之合作網絡模型,中原大學企業管理研究所碩士論文。
    連結:
  4. 24. 莊習武(2007),全球能源短缺下看台灣太陽能產業的契機。國立清華大學工程學系碩士論文。
    連結:
  5. 25. 郭家豪(2007),台灣太陽能產業之績效評估-CCA、AHP、DEA之應用。大同大學事業經營學系(所)碩士論文。
    連結:
  6. 26. 黃大晉(2005),高科技產業技術網絡關係與核心資源對協同價值創新合作程度影響之研究,國立成功大學企業管理學系碩博士班碩士論文。
    連結:
  7. 32. 衛萬里(2007),應用分析網路程序法選擇最佳產品設計方案之決策分析模式,國立臺灣科技大學設計研究所碩士論文。
    連結:
  8. 1. Ajami, A. (1990). Link cooporting to compete: Using technology to the multinational corporation and the country. Management International Review, 5(2), 165-177
    連結:
  9. 6. Belton, V. & Gear, A.E.(1992),The Legitimacy of Rank Reversal-A Comment, Omega, Vol. 13, No. 3, pp. 227-230
    連結:
  10. 8. Bryman, A. (1993), Quantity and Quality in Social Research, Unwin Hyman, 1988.
    連結:
  11. 10. Churchill, G. A. Jr. (1991), Marketing Research: Methodological Foundations , 5th ed., IL: Dryden.
    連結:
  12. 11. Das, T. K. and Teng, B.-S. (1998), “Between trust and control: Developing confidence in partner cooperation in alliance”, Academy of Management Review, 23(3): 491-512..
    連結:
  13. 13. Folta, T. B. (1998), “Governance and uncertainty:The trade-off between administrative control and commitment”, Strategic Management Journal, Vol.19, pp.1007-1028.
    連結:
  14. 14. Fontana, A., Frey, J. H. (1998), “Interviewing: The art of science”, In N. K. Denzing & Y. S. Lincoln (Eds.), Collecting and Interpreting Qualitative Materials, London: Sage Publications.
    連結:
  15. 17. Gemunden, H. G. and Heydebreck, P. (1995), “The Influence of Business Strategies on Technological Network Activities”, Research Policy, Vol. 15.
    連結:
  16. 18. Grandori, A, and Soda, G. (1995), “Inter-firm networks: Antecedents, mechanisms and forms”, Organization Studies, 16(2): 183-214.
    連結:
  17. 19. Grant, R. M. (1991), “Porter’s Competitive Advantage of Nationals: An Assessment,” Strategic Management Journal, 12, pp. 535-548.
    連結:
  18. 20. Grien, A.F., & Craig, C.S.(1996), Economic performance over time: Does Porter’s diamond hold at the national level?. International Executive, 38(3), 303-322.
    連結:
  19. 21. Gulati, R. Nohria, N. Zeheer, A., “Strategic Network”, Strategic Management Journal, 21(3):203-215, 2000.
    連結:
  20. 22. Hagedoorn, J. , (1990) “Organization modes of inter-firm cooperation and technology transfer”, Technovation, 10, pp. 17-30.
    連結:
  21. 23. Hagedoorn, J. & J. Schakenraad(1994), “The effect of strategic technology alliances on company performance”, Strategic Management Journal, Vol.15, pp. 291-309.
    連結:
  22. 27. IMD. (1996), The 1996 Year Book of World Competitiveness Report.
    連結:
  23. 28. Ingham, H. and T. Steve(1994), ”Wholly-owned vs. collaborative ventures for diversifying financial service”, Strategic Management Journal, Vol.15, pp.325-334.
    連結:
  24. 30. McArthur, D. N. & R. L. Schill (1995), "International Cooperative Technology Arrangement: Improving their roles in Competitive Strategy," Journal of Business Research, Vol. 34, No. 1, Jan. 67-79.
    連結:
  25. 31. Parkhe, A., (1993) “Strategic alliance structuring: a game theoretic and transaction cost examination of interfirm cooperation”, Academy of Management Journal, 36(4):794-829.
    連結:
  26. 32. Millet, I. & Harker, P.T. (1990), ”Globally Effective Questioning In the Analytiv Hiearchy Process ”, European Journal of Operational Research, Vol. 48, pp. 88-97.
    連結:
  27. 33. Marshell, C., Rossman, G.(1989)“Designing Qualitative Research”, Newbury: Sage Publication.
    連結:
  28. 35. Nelson, R. (1992), "Recent Writings on Competitiveness: Boxing the Compass," California Management Review, Vol. 34, pp. 127-137.
    連結:
  29. 37. Nieswoadomy, R. M. (1993), “Foundations of Nursing Research”, Norwalk, CT: Appleton and Lange.
    連結:
  30. 38. Porter, M. E. (1980), Competitive strategy: Techniques for analyzing industries and competitors, New York: Free Press.
    連結:
  31. 40. Porter, M. E.(1986), "Changing Patterns of International Competition," California Management Review, Vol. 28, No. 2, pp.11-23.
    連結:
  32. 41. Porter, M. E.(1990), The Competitive Advantage of Nations, New York. Free Press.
    連結:
  33. 43. R. Ramanathan,2001,A note on the use of the analytic hierarchy process for environmental impact assessment,Journal of Environmental Management 63.
    連結:
  34. 46. Saaty, L., Thomas(1980),The Analytic Hierarchy Process, New York, McGraw-Hill.
    連結:
  35. 47. Saaty, T. L., Kearns KP.(1991) Analytical planning:The Organization of Systems. The Analytic Hierarchy Process Series:vol.4RWS PublicationsPittsburgh, USA.
    連結:
  36. 48. Stainback R.; Stainback, W. (1984), Broadening the Research Perspective inSpecial Education, Exceptional Children, Vol:50(5), pp400-408.
    連結:
  37. 49. Steensma, H. K. (1996), “Acquiring technological competencies through inter-organizational:An organizational learning perspective”, Journal of Engineering and Technology Management, Vol.12, pp.267-286.
    連結:
  38. 51. Van Den Bosch, F.; A. Van Prooijen (1992), "European Management: An Emerging Competitive Advantage of European Nations," European Management Journal,Vol.10, No. 4, pp. 445-448.
    連結:
  39. (一)中文部分:
  40. 1. 太陽光電產業協會_每月快訊(2008)
  41. 2. 太陽光電產業協會_每月快訊(2009)
  42. 3. 司徒達賢(2005),策略管理新論,第三章,智勝文化。
  43. 4. 朱正中(1996),依比較利益強化產業競爭力,台灣經濟研究月刊,第 19卷第 9期,頁 23-28。.
  44. 5. 吳思華(2000),策略九說,台北,臉譜文化
  45. 6. 吳靜怡(1995),台灣競爭力成績單:名次耀眼,隱憂在後,天下雜誌,84年 10月, 頁 59-62。
  46. 7. 李彥斌(1994),台灣太陽能電池產業發展策略之研究。國立交通大學管理學院碩士在職專班科技管理組碩士論文。
  47. 8. 李明軒、邱如美譯(1999),Michael E. Porter著,競爭優勢(上),台北:天下遠見出版股份有限公司
  48. 9. 李雯雯(2008),薄膜太陽能電池領導廠商發展概況,工研院IEK:電子零組件及材料 出版日期:2008/11/05
  49. 10. 林向愷(1998),評跨世紀國家建設計劃,台灣經濟預測與政策,第28卷第2期,頁87-104。
  50. 12. 香港經濟日報 A4版 98/01/30新聞
  51. 13. 范慧宜(2000),我國高科技產業國際競爭優勢之實證研究:以LED為例。私立中國文化大學國際企業管理研究所碩士論文
  52. 14. 洪明洲(1998),國家資源培育模型:Porter鑽石模型的補充,1998企業跨國經營管理研討會,台北:輔仁大學。
  53. 16. 許書銘(2000),產業競爭力之發展及其影響因素分析¬-國家競爭力觀點。國立台灣大學商學研究所博士論文。
  54. 17. 徐子光(1997) ,WEF國家競爭力評估方法,臺灣經濟研究月刊,Vol. 20 (4), pp. 22-28。
  55. 18. 徐村和(1994),大眾運輸系統營運計畫評估之研究-模糊積分綜合評估法之運用,中華民國運輸學會第九屆論文研討會,1-8。
  56. 19. 張有恆、徐村和(1993),模糊度量AHP法─交通運輸計畫評估新模式,中華民國第一屆模糊理論與應用研討會,365-371。
  57. 20. 張淑鈴(2006),財團法人監督與管理之研究-以政府捐助成立之經濟事務財團法人為例,國立台北大學公共行政暨政策學系碩士在職專班碩士論文。
  58. 22. 陳宜琴(2004),網絡關係、吸收能力與知識分享對新產品開發績效之影響,國立東華大學企業管理學系碩士論文。
  59. 23. 黃萌義(2005),設備研發策略之多層級程序分析—以L公司為例,國立中山大學高階經營碩士班論文。
  60. 27. 資策會MIC(2009),薄膜太陽能電池技術、製程與產品特性分析,1月份,鄭淑娟。
  61. 28. 劉常勇(2005),科技創新管理,EMBA 課程教材,國立中山大學管理學院。
  62. 29. 劉光宗(2005),企業成長策略的選擇與分析:以IC 設計業為例,國立清華大學科技管理研究所碩士論文。
  63. 30. 鄧振源、曾國雄(1989),層級分析法(AHP)的內涵特性與應用(上),中國統計學報,第二十七卷.第六期:第5-22頁。
  64. 31. 鄧振源、曾國雄(1989),層級分析法(AHP)的內涵特性與應用(下),中國統計學報,第二十七卷.第七期:第1-20頁。
  65. 33. 謝臥龍(1997),優良國中教師特質之懷德分析,教育研究資訊,第五卷,第三期,14-28頁。
  66. 34. 簡卡芬(2001),我國行動電話產業之競爭策略。國立交通大學科技管理研究所碩士論文。
  67. 35. 譚大純(1998),產業國際競爭力之衡量:以 Porter鑽石模式為基礎之量表建構與跨國實證,成功大學企業管理研究所博士論文。
  68. (二)網站部份
  69. 1. 旭能光電網站 http://www.sunnersolar.com.tw/Foundation.php,
  70. 2. 慶生公司網站http://www.kson.com.tw/chinese/study_23-2008.htm
  71. 3. 台灣競爭力論壇 http://www.tcf.tw/?p=1144
  72. 4. 全球台商服務網 http://twbusiness.nat.gov.tw/asp/envir_inv.asp
  73. 5. Now news 2009/6/12 http://www.nownews.com/2009/06/12/320-2463795.htm
  74. 6. http://www.ptprotect.com/
  75. 7. 中華人民共合國教育部http://www.moe.edu.cn/highedu/index.htm
  76. (三)英文部分:
  77. 2. Ansoff, H. I. (1965), Corporate Strategy, N.Y.: McGraw-Hill Business School Press.
  78. 3. Babbie, E. R.C. (1998), The Practice of Social Research, Belmont, CA: Wadsworth Pub Co..
  79. 4. Balassa, B. (1966),“Tariff Reductions and Trade in Manufactures among Industrial Countries,”American Economics Review, Vol. 56, No. 3, pp.466-473.
  80. 5. Bellak, Christian J and A. Weiss (1993), " A note on the Austrian ' diamond'," Management International Review, Vol.. 33, No. 2, pp. 109-118.
  81. 7. Breg, B. L.(1998), Qualitative Research Methods for the Social Sciences, Boston: Allyn & Bacon.
  82. 9. Cartwright, W. R.. Multiple linked diamonds' and the international competitiveness of export-dependent industries: The New Zealand experience. Management International Review, 33(2), 55-70.
  83. 12. Dunning, J. H. (1993, 1995). Internationalizing Porter's diamond. Management International Review, 33(2), 7-15.
  84. 15. Francis, A. and P. K. Tharakan (1989), The Competitiveness of European Industry, Routledge, London and New York.
  85. 16. Francis, R. L. (1992). Facility layout and location: An analytical approach, London: Croom Helm.
  86. 24. Hartman, A. (1981), “Reaching Consensus Using the Delphi Technique”, Eduction Leadership, Vol 38, no 6, pp.495-97.
  87. 25. Hodgetts, R. (1993). Porter's diamond framework in a Mexican context, Management International Review, 33(2), 41-54.
  88. 26. Hofer, C. W. & D. Schendel (1978), Strategy Formulation: Analysis Concept, St. Paul, MN:West.
  89. 29. Kotler,(1997) P., Jatusripitak, S., and Maesincee, S., The Marketing of Nations, Free Press, New York., pp.112,.
  90. 34. Miller, W. H. (1992), "Industry's '92 Challenges," Industry Week, Vol. 6, pp. 12-16.
  91. 36. Narula, R. (1993), “Technology, International Business and Porter’s Diamond: Synthesizing a Dynamic Competitive Development Model, ” Management International Review, Vol. 33, pp.85-107
  92. 39. Porter, M. E. (1991), Why nations? World Executive's Digest, 5(4), 18­29
  93. 42. Powell, W. (1990), “Neither market nor hierarchy: network forms of organization”, Research in Organizational Behavior, Vol. 12, pp. 295-336.
  94. 44. Rugman, A. M & A. Verbeke (1993), “Foreign Subsidiaries and Multinational Strategic Management: An Extension and Correction of Porter's Single Diamond Framework," Management International Review, Vol. 33, No. 2, pp. 71-84.
  95. 45. Rugman, Alan M. and J. R. D'Cruz (1993), "The 'Double Diamond' Model of International Competitiveness: The Canadian Experience," Management International Review, Vol. 33, No. 2, pp. 17-39.
  96. 50. Tutty, M. L., Rothery, M., Grinnell, R. M.(1996) “Qualitative Research for Social Works”, London: Allyn and Bacom.
Times Cited
  1. 陳治宇(2011)。資訊中心資訊服務人員之資訊行為與服務研究。淡江大學資訊與圖書館學系碩士班學位論文。2011。1-121。 
  2. 王靜宜(2010)。我國蝴蝶蘭產業產銷與國際競爭力之研究。臺中科技大學事業經營研究所學位論文。2010。1-120。 
  3. 張郁蔚(Yu-Wei Chang);邵芷羚(Jhih-Ling Shao)(2017)。從資訊來源觀點探討農民資訊尋求行為。圖書資訊學刊。15(2)。67-99。 
  4. 陳景煥(2008)。人格特質、投資資訊來源與投資行為有關嗎?-理財規劃顧問投資行為之探討。中正大學企業管理學系學位論文。2008。1-87。
  5. 蔡明輝(2010)。投資流程之行為對股票型基金投資績效的影響。政治大學行政管理碩士學程學位論文。2010。1-78。
  6. 詹星柔(2013)。人格特質、投資資訊來源與投資行為決策之研究。虎尾科技大學財務金融研究所學位論文。2013。1-94。
  7. 陳妤瑄(2017)。男女社會新鮮人投資資訊來源與投資決策差異之研究。虎尾科技大學企業管理系經營管理碩士班學位論文。2017。1-54。