政大機構典藏-National Chengchi University Institutional Repository(NCCUR):Item 140.119/125025

政大機構典藏-National Chengchi University Institutional Repository(NCCUR):Item 140.119/125025

English | 正體中文 | 简体中文 | Post-Print筆數 : 27 | 全文筆數/總筆數 : 113318/144297 (79%)
造訪人次 : 51094291 線上人數 : 933

RC Version 6.0 © Powered By DSPACE, MIT. Enhanced by NTU Library IR team.

搜尋範圍

查詢小技巧：

您可在西文檢索詞彙前後加上"雙引號"，以獲取較精準的檢索結果

若欲以作者姓名搜尋，建議至進階搜尋限定作者欄位，可獲得較完整資料

進階搜尋

主頁 ‧ 登入 ‧ 上傳 ‧ 說明 ‧ 關於政大典藏 ‧ 管理

到手機版

政大機構典藏 > 商學院 > 科技管理與智慧財產研究所 > 學位論文 > Item 140.119/125025

請使用永久網址來引用或連結此文件: https://nccur.lib.nccu.edu.tw/handle/140.119/125025

題名:	台灣面板廠的競爭動態分析—友達與群創為例 The Study of Dynamic Competition in Taiwan’s Panel Industry – Case Studies of AUO and InnoLux
作者:	邱柏楷 Chow, Bo-Kai
貢獻者:	許牧彥 Hsu, Mu-Yen 邱柏楷 Chow, Bo-Kai
關鍵詞:	動態競爭回饋循環多回合競爭市場共同性資源相似性面板產業 Dynamic Competition Market Commonality Resource Similarity Feedback Loop Multi-run Rivalry
日期:	2019
上傳時間:	2019-08-07 17:03:59 (UTC+8)
摘要:	台灣的面板製造業在全球的出貨量是名列前茅的，尤其以面板雙雄—友達與群創作為領導，2017年兩家公司營收雙雙超過300億新台幣；然而在2011年時友達與群創其實是兩家賠了超過600億新台幣的公司。曾經被視為慘業的面板產業，兩家公司都在紅海中廝殺，然而，從現在來看，雙方的策略方向似乎是不一樣，他們在復甦之路上各自到底進行了什麼樣的策略？而那些策略又是如何持續影響雙方的競爭態勢？為了詳細了解雙方在策略攻防中的態勢變化，本研究欲以動態競爭理論中Chen(1996)提出的「競爭者分析與廠商間對抗的整合性架構」進行討論。從市場共同性與資源相似性兩個角度探討友達與群創在2010年到2017年間雙方的競爭態勢變化。相較於探討一般研究著重於單回合競爭的研究，本研究更注重回饋循環下策略造成態勢變化、態勢影響策略的多回合競爭過程。而研究結果發現，群創和友達在初期都在產能上進行競爭，為了填補產能，多接量大毛利低的訂單，造成初期雙方困於營運績效不佳；2014年後，雙方除了持續在最新技術的研發外，友達走向提供商用面板；群創則是研發中、小型尺寸面板，雙方逐漸產生差異。本研究除了提供系統性的架構來分析友達與群創間的競爭態勢，更根據研究發現提供修正Chen(1996)提出的「競爭者分析與廠商間對抗的整合性架構」不同的觀點。 AUO and InnoLux, two Taiwanese panel factories, have exported one of the most pieces of panel in the world. In 2017, both companies’ revenue reached more than 30 billion NTD; though having around 60 billion NTD of liability in 2011. As we know, few years ago, AUO and InnoLux suffered from an unscrupulously underpricing among competitors and was regarded as an awful performing in their businesses. Nevertheless, as time went by, it seems obvious that both of the companies have found out their niche market in the panel industry. What are the strategies made by AUO and InnoLux respectively and how these strategies changed this competitive situation? The dynamic competitive perceptive is utilized in this thesis to figure out the answer of the question stated above. What’s more, instead of one-time competition, this research is going to put more emphasis on “feedback loop”, which means multi-run rivalry. With feedback loop, the research can tell more specific about what the effect of the strategy was and how it changed the competitive situation of them. Before 2014, both companies tried to get the order as large amount as possible while the profit was low, causing the unstable income and satisfaction of both companies’ performance. After that, AUO decided to dedicate to niche market (commercial panel); since InnoLux dug in medium & small size panel. From then on, the two companies set themselves on different paths. The aim of the research is not only to explain the reborn of AUO and InnoLux in a systematic way, but also point out a different view of the dynamic competitive structure.
參考文獻:	英文文獻 Barney, J. B. (2000). Firm resources and sustained competitive advantage. In Economics Meets Sociology in Strategic Management (pp. 203-227): Emerald Group Publishing Limited. Caves, R. E. (1984). Economic analysis and the quest for competitive advantage. Strategic Management Journal, 74(2), 127-132. Caves, R. E., & Porter, M. E. (1977). From entry barriers to mobility barriers: Conjectural decisions and contrived deterrence to new competition. Quarterly journal of Economics, 91(2), 241-261. Chen, M. J. (1996). Competitor analysis and interfirm rivalry: Toward a theoretical integration. Academy of management review, 21(1), 100-134. Chen, M. J., Smith, K. G., & Grimm, C. M. (1992). Action characteristics as predictors of competitive responses. Management science, 38(3), 439-455. Coleman, J. S. (1987). Microfoundations and macrosocial behavior. The micro-macro link, 153, 173. Conner, K. R. (1994). THE RESOURCE-BASED CHALLENGE TO THE INDUSTRY-STRUCTURE PERSPECTIVE. Paper presented at the Academy of Management Proceedings. Day, G. S. (1981). Strategic market analysis and definition: an integrated approach. Strategic Management Journal, 2(3), 281-299. Eliashberg, J., & Chatterjee, R. (1985). Analytical models of competition with implications for marketing: issues, findings, and outlook. Journal of Marketing Research, 22(3), 237-261. Hsu, M.-Y., & Chen, M.-J. (2006). Competitor Analysis and Inter-Firm Rivalry: by integrating market commonality and resource similarity. Darden Graduate School of Business, University of Virginia. Hsu, M.-Y., & Chen, M.-J. (2007). Competitor analysis and interfirm rivalry: Toward a formal model, presented by Academy of Management 2007 National Meetings, Philadelphia. Jacobson, R. (1992). The “Austrian” school of strategy. Academy of management review, 17(4), 782-807. McDonald, A. (2018). IHS Markit: 70% of TV shipments to be smart sets in 2018. Retrieved from https://www.digitaltveurope.com/2018/07/18/ihs-markit-70-of-tv-shipments-to-be-smart-sets-in-2018/ Meulen, R. v. d. (2018). Gartner Says Worldwide Sales of Smartphones Recorded First Ever Decline During the Fourth Quarter of 2017. Retrieved from https://www.gartner.com/en/newsroom/press-releases/2018-02-22-gartner-says-worldwide-sales-of-smartphones-recorded-first-ever-decline-during-the-fourth-quarter-of-2017 Park, S. (2019). Large TFT LCD Panel Shipments Increased in 2018 Despite Market Concerns, IHS Markit Says. Retrieved from https://news.ihsmarkit.com/press-release/technology/large-tft-lcd-panel-shipments-increased-2018-despite-market-concerns-ihs-ma Penrose, E., & Penrose, E. T. (2009). The Theory of the Growth of the Firm: Oxford university press. Porac, J. F., & Thomas, H. (1990). Taxonomic mental models in competitor definition. Academy of management review, 15(2), 224-240. Schumpeter, J. (1942). Creative destruction. Capitalism, socialism democracy, 825, 82-85. Weitz, B. A. (1985). Introduction to special issue on competition in marketing. Journal of Marketing Research, 22(3), 229-236. Wernerfelt, B. (1984). A resource‐based view of the firm. Strategic Management Journal, 5(2), 171-180. Park, S. (2019). Large TFT LCD Panel Shipments Increased in 2018 Despite Market Concerns, IHS Markit Says. Retrieved from https://news.ihsmarkit.com/press-release/technology/large-tft-lcd-panel-shipments-increased-2018-despite-market-concerns-ihs-ma 中文文獻 May (2009)。反托拉斯訴訟：液晶面板廠聯合壟斷LCD面板價格。取自http://iknow.stpi.narl.org.tw/post/Read.aspx?PostID=4757 MoneyDJ (2016)。外資：三星退出液晶面板市場後市況更佳，看好 LGD。科技新報。取自https://technews.tw/2016/12/08/lg-display-lcd-panel/ TechNews (2015)。報價持續走低，面板廠 2015 年 Q4 面臨成本保衛。取自 http://technews.tw/2015/09/17/panel-market-dynamics-2015-q4/ 工銀投顧 (2010)。2010年面板產業-產業受創後逐漸恢復生機，合縱連橫中決戰TV市場。取自 https://www.moneydj.com/KMDJ/Report/ReportViewer.aspx?a=6dca255d-6ba3-4b2d-9b52-16840032b9cb 佐伯真也 (2011)。沒那麼慘 2011年面板產業大事回顧。取自 https://www.businessweekly.com.tw/article.aspx?id=892&type=Blog 邱昰芳 (2009)。大尺寸TFT-LCD面板業之現況與展望。取自 http://www.taiwansig.tw/index.php/政策報告/科技經濟/2018-大尺寸TFT-LCD面板業之現況與展望袁顥庭 (2016)。營收貢獻拚逾3成友達稱霸商用面板市場。工商時報。取自Retrieved from https://www.chinatimes.com/newspapers/20160718000190-260206?chdtv 財報狗 (2016)。智富專欄 - 轉型奏效，利基型面板廠竄起。取自 https://statementdog.com/blog/archives/10034 張志榮、袁顥庭 (2015)。面板雙虎恐陷票面保衛戰。工商時報。取自https://www.chinatimes.com/newspapers/20150728000180-260206?chdtv 張殿文 (2012)。友達光電大小通吃。天下雜誌，282。取自https://www.cw.com.tw/article/article.action?id=5041533 陳明哲 (2012a)。察覺-動機-能力：細解AMC分析法(一)。哈佛商業評論，7， 30-31。陳明哲 (2012b)。"贏"在動態競爭的"四部曲"。清華管理評論，2，74-80。林豪傑、宋友慶、侯勝宗編譯，陳明哲 (2010)。動態競爭，台北，智勝。陳明哲 (2012)。在動態的競爭環境中勝出。哈佛商業評論。陳明哲 (2012)。動態競爭與傳統靜態競爭分析。哈佛商業評論。陳明哲 (2012)。認識動態競爭分析的內涵。哈佛商業評論。陳明哲 (2012)。行動與回應：競爭分析的基礎。哈佛商業評論。陳明哲 (2012)。預測競爭對手的回應：AMC分析法初探。哈佛商業評論。陳梅英 (2008)。瑞軒 LGD合資砸15億設廠。自由時報。取自 https://ec.ltn.com.tw/article/paper/239701 陳逸民 (2011)。2011下半年全球面板產業與應用趨勢。取自http://www.pida.org.tw/optolink/optolink_pdf/100119608.pdf 楊方儒 (2010)。市占落後新奇美2％，友達暫居全球第四面板龍頭如何重返寶座。遠見，285。楊雨亭 (2018)。台灣友達案的發生與啟示（上）。怡居雜誌月刊。取自http://theintellectual.net/zh/famous-column/judicial-reform-tax-reform/1580-the-occurrence-and-enlightenment-of-the-taiwan-auo-case-i-source-yiju-magazine-monthly.html 廖宜君、林蔚文、孫慶龍、莊富安 (2011)。危機再現衝擊產業景氣急凍重點產業準備度小月。TRADE MAGAZINE，245，18-19。蔡猷陞 (2014)。台灣面板業越戰越勇。獨立評論@天下。取自 https://opinion.cw.com.tw/blog/profile/52/article/1228 賴筱凡、周品均 (2014)。負債二千億逼出群創競爭力。今周刊，928。取自 https://www.businesstoday.com.tw/article/category/80394/post/201410020014/%E8%B2%A0%E5%82%B5%E4%BA%8C%E5%8D%83%E5%84%84%20%E9%80%BC%E5%87%BA%E7%BE%A4%E5%89%B5%E7%AB%B6%E7%88%AD%E5%8A%9B 蘇嘉維 (2018)。大尺寸面板驅動IC傳漲價一成聯詠、奇景 Q3業績喊衝。工商時報。取自https://www.chinatimes.com/newspapers/20180903000300-260206?chdtv 趙紅菊、高雄、杜躍平 (2003)。新經濟下的可持續競爭優勢與技術創新。工業技術經濟，22(6)，19-20。產業價值鏈資訊平台 https://ic.tpex.org.tw/introduce.php?ic=G000 友達年報與法說會簡報 (2010-2017)。取自https://www.auo.com/zh-TW/Stock_Services/index/Material_Information_and_Announcement 群創年報 (2010-2017)。取自http://www.innolux.com/Pages/TW/InvestorRelations/Shareholders_Services/Annual_Reports_TW.html 群創法說會簡報 (2010-2017)。取自https://mops.twse.com.tw/mops/web/t100sb02_1#
描述:	碩士國立政治大學科技管理與智慧財產研究所 106364111
資料來源:	http://thesis.lib.nccu.edu.tw/record/#G0106364111
資料類型:	thesis
DOI:	10.6814/NCCU201900499
顯示於類別:	[科技管理與智慧財產研究所] 學位論文

文件中的檔案:

檔案	大小	格式	瀏覽次數
411101.pdf	3544Kb	Adobe PDF2	314	檢視/開啟

在政大典藏中所有的資料項目都受到原著作權保護.

社群 sharing

著作權政策宣告 Copyright Announcement

1.本網站之數位內容為國立政治大學所收錄之機構典藏，無償提供學術研究與公眾教育等公益性使用，惟仍請適度，合理使用本網站之內容，以尊重著作權人之權益。商業上之利用，則請先取得著作權人之授權。
The digital content of this website is part of National Chengchi University Institutional Repository. It provides free access to academic research and public education for non-commercial use. Please utilize it in a proper and reasonable manner and respect the rights of copyright owners. For commercial use, please obtain authorization from the copyright owner in advance.

2.本網站之製作，已盡力防止侵害著作權人之權益，如仍發現本網站之數位內容有侵害著作權人權益情事者，請權利人通知本網站維護人員(nccur@nccu.edu.tw)，維護人員將立即採取移除該數位著作等補救措施。
NCCU Institutional Repository is made to protect the interests of copyright owners. If you believe that any material on the website infringes copyright, please contact our staff(nccur@nccu.edu.tw). We will remove the work from the repository and investigate your claim.

DSpace Software Copyright © 2002-2004 MIT & Hewlett-Packard / Enhanced by NTU Library IR team Copyright © - 回饋