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題名 以動態能耐觀點探討台灣鋰電池模組廠商轉型之個案研究-以S公司為例
A Case Study on the Transformation of Taiwan’s Lithium Battery Pack Company from the Perspective of Dynamic Capability作者 蘇志騰
Su, Chih-Teng貢獻者 吳豐祥
Wu, Feng-Shang
蘇志騰
Su, Chih-Teng關鍵詞 電池產業
鋰電池模組
動態能耐
網路關係
Battery Industry
Lithium Battery Modules
Dynamic Capabilities
Network Relationships日期 2021 上傳時間 2-Sep-2021 18:10:06 (UTC+8) 摘要 全球鋰電池產業正持續向上發展，台灣電子專業製造服務產業聚落完整，系統整合及3C產品的研發製造已聞名全球，與美國、歐洲、日本等電腦資通訊大廠都有合作，這也包括鋰電池模組的設計製造，過去主要鋰電池模組設計製造都應用在3C產品的領域上。從2015年全年的現象來觀察，筆記型電腦、平板電腦等市場出現整體的銷售衰退，下游客戶出貨減少影響產值，台灣廠商大部分銷售份額都集中在此類IT消費性應用市場，當該類產品產業特性步入衰退時，結果也反映在台灣鋰電池模組廠商的總體產值上，下游產業興敗是直接的影響到廠商的營業收益。廠商在面臨舊有產業環境衰退時，為求生存發展，開始思考轉型的策略，以突破經營瓶頸，跨足新的鋰電池產品應用領域做產品的轉型。本研究透過S公司轉型過程的個案，使用動態能耐與社會網路關係的觀點來研究台灣鋰電池模組廠商轉型的過程。本研究所得到的結論如下:結論一:我國鋰電池模組廠商轉型時，會透過組織的協調與整合之改變，新學習制度的建立與新事業單位的設置，來提升轉型的成效。結論二: 我國鋰電池模組廠商轉型時，其過往的核心專屬資產與網路效益，會有助於其轉型後之新能力與資源優勢的建立。結論三: 我國鋰電池模組廠商轉型時，其過往的路徑相依結果與網路關係，會影響其轉型後的路徑與網路地位。結論四: 我國鋰電池模組廠商轉型時，會透過新類型技術研發的投入，來尋求適宜的轉型路徑與新的技術機會。
The global lithium battery industry is continuing to grow. Taiwan’s electronics manufacturing service industry is complete and the system integration and 3C product R&D and manufacturing have become world-renowned. It has cooperation with major computer and communications manufacturers in the United States, Europe, and Japan, also including lithium batteries. In the design and manufacture of battery modules, lithium battery modules in the past have been applied to the field of 3C products. Observed from the phenomenon of the whole year of 2015, there has been an overall sales decline in the notebook computer, tablet computer and other markets. The decrease in downstream customer shipments has affected the output value. Most of the sales share of Taiwanese manufacturers is concentrated in this type of IT consumer application market. When the industrial characteristics of this type of product are in recession, the result is also reflected in the overall output value of Taiwan`s lithium battery module manufacturers. The rise or failure of the downstream industry directly affects the manufacturer`s operating income.When facing the decline of the old industrial environment, manufacturers began to think about the strategy of transformation in order to survive and develop, in order to break through the business bottleneck, and step into the new lithium battery product application field to make product transformation. This study uses the case of S company transformation process to study the transformation process of Taiwanese lithium battery module manufacturers from the perspective of dynamic capabilities and the relationship between social networks.The conclusions of this research are as follows:Conclusion 1: When Taiwan’s lithium battery module manufacturers transform, they willchange organizational coordination and integration. As the establishment of the new learning system and new institutions will enhance the effectiveness of the transformation.Conclusion 2: When Taiwan’s lithium battery module manufacturers transform, theirhistorical core exclusive assets and network benefits will be conducive to the establishment of new capabilities and resource advantages after its transformation.Conclusion 3: When Taiwan’s lithium battery module manufacturers are transforming, their past path dependency results and the network relationship will affect its path and network status after transformation.Conclusion 4: When Taiwan’s lithium battery module manufacturers transform, they will seek appropriate transformation paths and new technological opportunities bynew types of technology R&D investment.參考文獻 一、中文部分書籍吳思華（2000），策略九說：策略思考的本質，台北市：臉譜。吳思華(民85),策略九說,麥田。溫金豐 (2007) 組織理論與管理，學貫行銷股份有限公司期刊論文方世杰，方世榮（2008），組織間統治—回歸組織間關係研究之本質，兼論台灣期刊相關之研究，管理評論，第27 卷第1期，頁25-56。吳建明、胡哲生（2009）。以動態能力觀點探討企業經營流程變革與網路地位重塑關係之研究。管理學報，26(2)，145-166。吳錦錩 (2005)，「從資源基礎、能耐基礎與動態能力觀點探討企業持續性競爭優勢構面－以台灣代工製造公司為例」，《東海管理評論》，第7卷第1期，137-166。翁正忞（2013）。企業網路在海外直接投資新興經濟體的策略意涵。修平人文社會學報，(20)，127-150。陳勁譯，吳豐祥初校(2009)「吸收能耐 (Absorptive Capacity):學習與創新的新觀點」，譯至 Wesley M. 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Administrative Science Quarterly, 128-152.Yin, R. K. (2014). Case Study Research: Design and Methods (5th ed.). Thousand Oaks: SAGE Publication.Zaheer, A. & Bell, G. G. (2005). Between from network position: Firm capabilities structural holes, and performance. Strategic Management Journal, 26(9), 809-825.Zollo, M. & Winter, S. G. (2002). Deliberate learning and the evolution of dynamic capabilities. Organization Science, 13(3), 339-351. 描述 碩士
國立政治大學
科技管理與智慧財產研究所
104364123資料來源 http://thesis.lib.nccu.edu.tw/record/#G0104364123 資料類型 thesis dc.contributor.advisor 吳豐祥 zh_TW dc.contributor.advisor Wu, Feng-Shang en_US dc.contributor.author (Authors) 蘇志騰 zh_TW dc.contributor.author (Authors) Su, Chih-Teng en_US dc.creator (作者) 蘇志騰 zh_TW dc.creator (作者) Su, Chih-Teng en_US dc.date (日期) 2021 en_US dc.date.accessioned 2-Sep-2021 18:10:06 (UTC+8) - dc.date.available 2-Sep-2021 18:10:06 (UTC+8) - dc.date.issued (上傳時間) 2-Sep-2021 18:10:06 (UTC+8) - dc.identifier (Other Identifiers) G0104364123 en_US dc.identifier.uri (URI) http://nccur.lib.nccu.edu.tw/handle/140.119/137138 - dc.description (描述) 碩士 zh_TW dc.description (描述) 國立政治大學 zh_TW dc.description (描述) 科技管理與智慧財產研究所 zh_TW dc.description (描述) 104364123 zh_TW dc.description.abstract (摘要) 全球鋰電池產業正持續向上發展，台灣電子專業製造服務產業聚落完整，系統整合及3C產品的研發製造已聞名全球，與美國、歐洲、日本等電腦資通訊大廠都有合作，這也包括鋰電池模組的設計製造，過去主要鋰電池模組設計製造都應用在3C產品的領域上。從2015年全年的現象來觀察，筆記型電腦、平板電腦等市場出現整體的銷售衰退，下游客戶出貨減少影響產值，台灣廠商大部分銷售份額都集中在此類IT消費性應用市場，當該類產品產業特性步入衰退時，結果也反映在台灣鋰電池模組廠商的總體產值上，下游產業興敗是直接的影響到廠商的營業收益。廠商在面臨舊有產業環境衰退時，為求生存發展，開始思考轉型的策略，以突破經營瓶頸，跨足新的鋰電池產品應用領域做產品的轉型。本研究透過S公司轉型過程的個案，使用動態能耐與社會網路關係的觀點來研究台灣鋰電池模組廠商轉型的過程。本研究所得到的結論如下:結論一:我國鋰電池模組廠商轉型時，會透過組織的協調與整合之改變，新學習制度的建立與新事業單位的設置，來提升轉型的成效。結論二: 我國鋰電池模組廠商轉型時，其過往的核心專屬資產與網路效益，會有助於其轉型後之新能力與資源優勢的建立。結論三: 我國鋰電池模組廠商轉型時，其過往的路徑相依結果與網路關係，會影響其轉型後的路徑與網路地位。結論四: 我國鋰電池模組廠商轉型時，會透過新類型技術研發的投入，來尋求適宜的轉型路徑與新的技術機會。 zh_TW dc.description.abstract (摘要) The global lithium battery industry is continuing to grow. Taiwan’s electronics manufacturing service industry is complete and the system integration and 3C product R&D and manufacturing have become world-renowned. It has cooperation with major computer and communications manufacturers in the United States, Europe, and Japan, also including lithium batteries. In the design and manufacture of battery modules, lithium battery modules in the past have been applied to the field of 3C products. Observed from the phenomenon of the whole year of 2015, there has been an overall sales decline in the notebook computer, tablet computer and other markets. The decrease in downstream customer shipments has affected the output value. Most of the sales share of Taiwanese manufacturers is concentrated in this type of IT consumer application market. When the industrial characteristics of this type of product are in recession, the result is also reflected in the overall output value of Taiwan`s lithium battery module manufacturers. The rise or failure of the downstream industry directly affects the manufacturer`s operating income.When facing the decline of the old industrial environment, manufacturers began to think about the strategy of transformation in order to survive and develop, in order to break through the business bottleneck, and step into the new lithium battery product application field to make product transformation. This study uses the case of S company transformation process to study the transformation process of Taiwanese lithium battery module manufacturers from the perspective of dynamic capabilities and the relationship between social networks.The conclusions of this research are as follows:Conclusion 1: When Taiwan’s lithium battery module manufacturers transform, they willchange organizational coordination and integration. As the establishment of the new learning system and new institutions will enhance the effectiveness of the transformation.Conclusion 2: When Taiwan’s lithium battery module manufacturers transform, theirhistorical core exclusive assets and network benefits will be conducive to the establishment of new capabilities and resource advantages after its transformation.Conclusion 3: When Taiwan’s lithium battery module manufacturers are transforming, their past path dependency results and the network relationship will affect its path and network status after transformation.Conclusion 4: When Taiwan’s lithium battery module manufacturers transform, they will seek appropriate transformation paths and new technological opportunities bynew types of technology R&D investment. en_US dc.description.tableofcontents 第一章 緒論 1第一節 研究背景與動機 1第二節 研究目的與問題 3第三節 研究流程 4第二章 文獻回顧 5第一節 鋰電池產業概況 5第二節 動態能耐理論 16第三節 企業網路關係 29第四節 文獻小結 37第三章 研究方法 40第一節 研究架構 40第二節 研究變項說明 42第三節 研究設計 45第四章 個案研究分析 48第一節 S公司轉型前 48第二節 S公司轉型路徑 53第三節 S公司企業網路關係 57第四節 S公司轉型後 60第五節 個案小結 64第五章 命題與討論 68第六章 研究結論與建議 74第一節 研究結論 74第二節 實務建議 77第三節 後續研究建議 79參考文獻 80附錄一：訪談大綱 88 zh_TW dc.format.extent 1473503 bytes - dc.format.mimetype application/pdf - dc.source.uri (資料來源) http://thesis.lib.nccu.edu.tw/record/#G0104364123 en_US dc.subject (關鍵詞) 電池產業 zh_TW dc.subject (關鍵詞) 鋰電池模組 zh_TW dc.subject (關鍵詞) 動態能耐 zh_TW dc.subject (關鍵詞) 網路關係 zh_TW dc.subject (關鍵詞) Battery Industry en_US dc.subject (關鍵詞) Lithium Battery Modules en_US dc.subject (關鍵詞) Dynamic Capabilities en_US dc.subject (關鍵詞) Network Relationships en_US dc.title (題名) 以動態能耐觀點探討台灣鋰電池模組廠商轉型之個案研究-以S公司為例 zh_TW dc.title (題名) A Case Study on the Transformation of Taiwan’s Lithium Battery Pack Company from the Perspective of Dynamic Capability en_US dc.type (資料類型) thesis en_US dc.relation.reference (參考文獻) 一、中文部分書籍吳思華（2000），策略九說：策略思考的本質，台北市：臉譜。吳思華(民85),策略九說,麥田。溫金豐 (2007) 組織理論與管理，學貫行銷股份有限公司期刊論文方世杰，方世榮（2008），組織間統治—回歸組織間關係研究之本質，兼論台灣期刊相關之研究，管理評論，第27 卷第1期，頁25-56。吳建明、胡哲生（2009）。以動態能力觀點探討企業經營流程變革與網路地位重塑關係之研究。管理學報，26(2)，145-166。吳錦錩 (2005)，「從資源基礎、能耐基礎與動態能力觀點探討企業持續性競爭優勢構面－以台灣代工製造公司為例」，《東海管理評論》，第7卷第1期，137-166。翁正忞（2013）。企業網路在海外直接投資新興經濟體的策略意涵。修平人文社會學報，(20)，127-150。陳勁譯，吳豐祥初校(2009)「吸收能耐 (Absorptive Capacity):學習與創新的新觀點」，譯至 Wesley M. 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