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| Title: | 數位科技如何影響競合?以台灣半導體產業為例
HOW DOES DIGITAL TECHNOLOGY AFFECT COOPETITION ? A CASE OF TAIWAN SEMICONDUCTOR INDUSTRY |
| Authors: | 陳品瑄
Chen, Ping-Hsuan |
| Contributors: | 郭曉玲
Guo, Shiau-Ling
陳品瑄
Chen, Ping-Hsuan |
| Keywords: | 競爭
合作
競合動態
數位科技
半導體產業
Competition
Cooperation
Coopetition
Digital technology
Semiconductor industry |
| Date: | 2023 |
| Issue Date: | 2024-03-01 14:03:51 (UTC+8) |
| Abstract: | 在過去的研究中，競爭與合作同時存在於企業間被證實為一種常見的互動關係，而競合方面的研究也大多聚焦於兩者如何互相影響、亦或是強調競合關係如何發生並帶來績效，然而卻較少有研究關注不同時段競爭與合作之間會有什麼樣的交互影響。因此本研究將探討在數位科技的採用下，隨著時間推移，競爭與合作會有什麼樣的變化。隨著數位轉型的風潮盛行，許多商業行為都會廣泛地採取新的科技或技術，而數位科技帶來的不僅僅是績效的變化，也對企業間的關係有所影響，因此本研究採用輿情資料分析，針對2020第一季至2022年第二季之間台灣半導體產業中的十家公司與其相關的226,281篇報章雜誌內容進行分析，探討在數位科技採用前後這些公司的競合動態變化。研究結果發現，半導體業中最常採用的數位科技為人工智慧與智慧供應鏈的相關技術，而排名靠前(亦即排名前10)與排名靠後(排名50之後)的半導體公司採用數位科技的驅動者往往來自自身，相反的排名中等的廠商(排名10~20之間)則較常由下游品牌廠商驅動採用科技。同時，當數位科技採用達到一定程度之後，大部分的企業在競爭與合作的頻率都會有所增加，但依據其科技採用強度的差異，有些廠商得以跳脫其原始的低競低合狀態轉往競爭主導、合作主導亦或高度競合的狀態，有些則會停滯於低度競爭與合作。而另外一個結果則顯示當科技採用高峰之後，無論其排名，所有的樣本公司採用數位科技的驅動者皆會回歸自我驅動。
Previous coopetition research has confirmed that competition and cooperation coexist as a common interaction between firms. Most studies on coopetition have focused on how they influence with each other, or on how coopetition can lead to performance improvements. However, there has been relatively little research on the interactive effects between competition and cooperation over time. Therefore, this study will use a problem-oriented approach to investigate how competition and cooperation change over time with the adoption of digital technology.
With the prevalence of digital transformation, many business activities have widely adopted new technologies, and the impact of digital technology extends beyond performance improvements. It also affects the relationships between firms. Therefore, this study will analyze 10 Taiwanese semiconductor companies with 226,281 related articles from 2020 Q1 to the 2022 Q2, examining dynamic changes between competition and cooperation under the diffusion of digital technology.
This study suggests that the impact of digital technology on firm coopetition depends on their ranking and status in the industry. The intensity of digital technology adoption also leads to different outcomes. We found that artificial intelligence and intelligent supply chain are the most commonly adopted digital technologies in the semiconductor industry. And companies that rank in the top 10 or bottom 50 of the industry are often driven by themselves when adopting digital technology, while firms with a middle ranking (especially ranking between 10 and 20) are more likely to be driven by brand owners.
Furthermore, when digital technology diffusion reaches a certain level, most firms experience an increase in both competition and cooperation. However, depending on the differences in technology adoption intensity, some firms can move across quadrants from Low-Low (Low competition and Low cooperation) to a state of competition dominance, cooperation dominance, or High-High (High competition and High cooperation) quadrant. Others may remain in a state of low competition and cooperation. Another finding shows that after the diffusion of technology, regardless of their ranking or status, all companies tend to return self-driven in adopting digital technology. |
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| Description: | 碩士
國立政治大學
企業管理研究所(MBA學位學程)
110363089 |
| Source URI: | http://thesis.lib.nccu.edu.tw/record/#G0110363089 |
| Data Type: | thesis |
| Appears in Collections: | [企業管理研究所（MBA學位學程）] 學位論文
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