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題名 COVID-19下台灣上市櫃檢測公司崛起之因素及未來策略分析
Strategy Analysis For Taiwan Diagnostic Companies in COVID-19 Pandemic
作者 莊晴翔
Chuang, Ching-Hsiang
貢獻者 李佳玲
Lee, Chia-Ling
莊晴翔
Chuang, Ching-Hsiang
關鍵詞 資源基礎論
總體環境分析
檢測試劑
COVID-19
Resource-based theory
PESTEL analysis
Medical device
COVID-19
日期 2022
上傳時間 1-Feb-2023 14:08:10 (UTC+8)
摘要 在2019年底COVID-19的影響下,總體環境層面影響甚大,從政府封城、經濟停擺、生活型態改變、醫療量能與資源缺乏等,使得許多企業接連倒閉,然而在危機來臨時,醫療器材相關的廠商卻能逆勢突起,從口罩、清潔、防護、疫苗、藥品、呼吸器、血氧機、額溫槍、檢測產品等更是供不應求,在2022年全球單日COVID-19新增確診數逐漸下降之時,台灣卻在2022年4月後單日COVID-19新增確診數迅速飆升,於2022年5月躍居全球單日COVID-19新增確診數排名第一,導致COVID-19檢測試劑不足,故本文欲探討COVID-19檢測相關廠商在新冠疫情下崛起之因素與未來策略之分析。
     本研究以總體環境分析及資源基礎理論進行探討,選擇這次新冠疫情中台灣常用之抗原快篩與核酸檢測,作為個案公司之選擇,並挑選泰博公司與瑞基公司。泰博公司本身為台灣最大之血糖機代工廠商,於2020年獲得中研院之COVID-19抗原檢測技轉,並結合有多年的醫療器材生產與行銷相關經驗,在2022年台灣疫情爆發時,躍升為台灣最大之抗原快篩廠商。瑞基公司長年專注於動物檢測領域,在2014年全球蝦病檢測市占達七成,在COVID-19疫情期間持續研發COVID-19檢測相關產品,並陸續獲得各國之認證,且占有台灣35%之市占。藉由分析,瞭解公司資源與競爭優勢,給予未來之策略建議,並持續創造競爭優勢,開拓台灣與全球檢測市場。
Under the influence of COVID-19, the general environment has been greatly affected. Government lockdown, economic shutdowns, lifestyle changes, and lack of medical resources, many companies have closed down one after another. However, when the crisis came, medical device manufacturers are able to buck the trend. Masks, cleaning, protection, vaccines, medicines, respirators, blood oxygen machines, forehead thermometers, and diagnostic products are in short supply. In 2022, while the number of new diagnoses per day in the world gradually declines, Taiwan has rapidly increased. Resulting in the shortage of COVID-19 detection reagents, this article intends to discuss the factors and future strategies for Taiwan diagnostic companies in COVID-19 pandemic.
     
     This study uses the PESTEL analysis and Resource-based theory, and selects TaiDoc and GeneReach Company. TaiDoc is the largest blood glucose machine manufacturer in Taiwan. In 2020, it obtained the technology transfer of COVID-19 antigen detection technology from Academia Sinica, and combined with experience in the production and marketing of medical device. When the COVID-19 broke out in Taiwan in 2022, it jumped to the largest antigen rapid screening manufacturer in Taiwan. GeneReach has been focusing on the field of animal testing for many years. During the COVID-19, it continued to develop products related to COVID-19 testing, and successively obtained certifications from various countries, and had market share for 35% in Taiwan. Through analysis, we can understand the company`s resources and competitive advantages, give strategic suggestions, and continue to create competitive advantages to develop the Taiwan and global testing markets.
參考文獻 中文文獻
     1. 工研院IEK產業情報網https://ieknet.iek.org.tw/
     2. 工研院量測中心企業網https://medical.cms.itri.org.tw/web/link.aspx
     3. 中央通訊社-瑞基提供PCR機器予梨山偏鄉
     https://www.cna.com.tw/news/aloc/202205200247.aspx
     4. 台灣生技產業白皮書(2021)
     5. 台灣股市資訊網Goodinfo! https://goodinfo.tw/tw/index.asp
     6. 台灣福爾網站FORA https://www.foracare.com.tw/
     7. 前瞻產業研究院https://bg.qianzhan.com/
     8. 泰博官方網站http://taidoc.com/tw/about.html
     9. 報導者網路媒體https://www.twreporter.org/a/sars-cov-2-variants
     10. 瑞基海洋官方網站https://genereach.com/tw/index.php
     11. 臺灣知識庫大碩研究所管理學教材(2019)
     12. 衛生福利部網頁https://www.mohw.gov.tw/mp-1.html
     13. 聯合新聞網-專訪瑞基海洋https://udn.com/news/story/6883/6290664
     
     英文文獻
     1. Aguilar, F.J. (1967), Scanning the Business Environment, Macmillan, New York, NY.
     2. Barney, J. B. & Hesterly, W. S. (2010). Strategic management and competitive advantage:Concepts and cases (3rd Ed.). Upper Saddle River, NJ:Pearson/Prentice-Hall.
     3. BMI Research https://bmo.bmiresearch.com/
     4. Creswell, J. W.(1998).Qualitative inquiry and research design: Choosing among five traditions.Thousand Oaks:SAGE.
     5. Grant, R. M. (1991). The resource-based theory of competitive advantage: Implications for strategy formulation. California management review, 33(3), 114-135.
     6. Johnson, G. and Scholes, K.(1999). Exploring Corporate Strategy, (5th Ed.), Prentice Hall, London.
     7. Prahalad, C.K. and Hamel, G. (1990). The Core Competence of the Corporation. Harvard Business Review, 79-91.
     8. Wernerfelt B. (1984). A resource-based view of the firm. Strategic Management Journal 5(2),171-180.
     9. Yin, R. K. (2009). Case study research: Design and methods (4th Ed.). Thousand Oaks, CA: Sage.
描述 碩士
國立政治大學
企業管理研究所(MBA學位學程)
109363103
資料來源 http://thesis.lib.nccu.edu.tw/record/#G0109363103
資料類型 thesis
dc.contributor.advisor 李佳玲zh_TW
dc.contributor.advisor Lee, Chia-Lingen_US
dc.contributor.author (Authors) 莊晴翔zh_TW
dc.contributor.author (Authors) Chuang, Ching-Hsiangen_US
dc.creator (作者) 莊晴翔zh_TW
dc.creator (作者) Chuang, Ching-Hsiangen_US
dc.date (日期) 2022en_US
dc.date.accessioned 1-Feb-2023 14:08:10 (UTC+8)-
dc.date.available 1-Feb-2023 14:08:10 (UTC+8)-
dc.date.issued (上傳時間) 1-Feb-2023 14:08:10 (UTC+8)-
dc.identifier (Other Identifiers) G0109363103en_US
dc.identifier.uri (URI) http://nccur.lib.nccu.edu.tw/handle/140.119/143194-
dc.description (描述) 碩士zh_TW
dc.description (描述) 國立政治大學zh_TW
dc.description (描述) 企業管理研究所(MBA學位學程)zh_TW
dc.description (描述) 109363103zh_TW
dc.description.abstract (摘要) 在2019年底COVID-19的影響下,總體環境層面影響甚大,從政府封城、經濟停擺、生活型態改變、醫療量能與資源缺乏等,使得許多企業接連倒閉,然而在危機來臨時,醫療器材相關的廠商卻能逆勢突起,從口罩、清潔、防護、疫苗、藥品、呼吸器、血氧機、額溫槍、檢測產品等更是供不應求,在2022年全球單日COVID-19新增確診數逐漸下降之時,台灣卻在2022年4月後單日COVID-19新增確診數迅速飆升,於2022年5月躍居全球單日COVID-19新增確診數排名第一,導致COVID-19檢測試劑不足,故本文欲探討COVID-19檢測相關廠商在新冠疫情下崛起之因素與未來策略之分析。
     本研究以總體環境分析及資源基礎理論進行探討,選擇這次新冠疫情中台灣常用之抗原快篩與核酸檢測,作為個案公司之選擇,並挑選泰博公司與瑞基公司。泰博公司本身為台灣最大之血糖機代工廠商,於2020年獲得中研院之COVID-19抗原檢測技轉,並結合有多年的醫療器材生產與行銷相關經驗,在2022年台灣疫情爆發時,躍升為台灣最大之抗原快篩廠商。瑞基公司長年專注於動物檢測領域,在2014年全球蝦病檢測市占達七成,在COVID-19疫情期間持續研發COVID-19檢測相關產品,並陸續獲得各國之認證,且占有台灣35%之市占。藉由分析,瞭解公司資源與競爭優勢,給予未來之策略建議,並持續創造競爭優勢,開拓台灣與全球檢測市場。
zh_TW
dc.description.abstract (摘要) Under the influence of COVID-19, the general environment has been greatly affected. Government lockdown, economic shutdowns, lifestyle changes, and lack of medical resources, many companies have closed down one after another. However, when the crisis came, medical device manufacturers are able to buck the trend. Masks, cleaning, protection, vaccines, medicines, respirators, blood oxygen machines, forehead thermometers, and diagnostic products are in short supply. In 2022, while the number of new diagnoses per day in the world gradually declines, Taiwan has rapidly increased. Resulting in the shortage of COVID-19 detection reagents, this article intends to discuss the factors and future strategies for Taiwan diagnostic companies in COVID-19 pandemic.
     
     This study uses the PESTEL analysis and Resource-based theory, and selects TaiDoc and GeneReach Company. TaiDoc is the largest blood glucose machine manufacturer in Taiwan. In 2020, it obtained the technology transfer of COVID-19 antigen detection technology from Academia Sinica, and combined with experience in the production and marketing of medical device. When the COVID-19 broke out in Taiwan in 2022, it jumped to the largest antigen rapid screening manufacturer in Taiwan. GeneReach has been focusing on the field of animal testing for many years. During the COVID-19, it continued to develop products related to COVID-19 testing, and successively obtained certifications from various countries, and had market share for 35% in Taiwan. Through analysis, we can understand the company`s resources and competitive advantages, give strategic suggestions, and continue to create competitive advantages to develop the Taiwan and global testing markets.
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 研究問題與目的 2
     第三節 研究流程與章節介紹 3
     第二章、文獻探討 4
     第一節 總體環境理論 4
     第二節 資源基礎論(Resource-based Theory)6
     第三章、研究方法 8
     第一節 研究架構 8
     第二節 個案研究法 8
     第三節 研究個案之選擇 9
     第四章、產業與COVID-19疫情概述 10
     第一節 醫療器材產業概述 10
     第二節 體外診斷產業介紹 15
     第三節 全球COVID-19新冠疫情介紹 17
     第四節 新冠病毒檢測方式介紹 21
     第五章、個案介紹與分析 22
     第一節 泰博 22
     第二節 瑞基 29
     第六章、結論與建議 38
     第一節 研究結論 38
     第二節 研究建議 40
     参考文獻 41
     中文文獻 41
     英文文獻42
zh_TW
dc.source.uri (資料來源) http://thesis.lib.nccu.edu.tw/record/#G0109363103en_US
dc.subject (關鍵詞) 資源基礎論zh_TW
dc.subject (關鍵詞) 總體環境分析zh_TW
dc.subject (關鍵詞) 檢測試劑zh_TW
dc.subject (關鍵詞) COVID-19zh_TW
dc.subject (關鍵詞) Resource-based theoryen_US
dc.subject (關鍵詞) PESTEL analysisen_US
dc.subject (關鍵詞) Medical deviceen_US
dc.subject (關鍵詞) COVID-19en_US
dc.title (題名) COVID-19下台灣上市櫃檢測公司崛起之因素及未來策略分析zh_TW
dc.title (題名) Strategy Analysis For Taiwan Diagnostic Companies in COVID-19 Pandemicen_US
dc.type (資料類型) thesisen_US
dc.relation.reference (參考文獻) 中文文獻
     1. 工研院IEK產業情報網https://ieknet.iek.org.tw/
     2. 工研院量測中心企業網https://medical.cms.itri.org.tw/web/link.aspx
     3. 中央通訊社-瑞基提供PCR機器予梨山偏鄉
     https://www.cna.com.tw/news/aloc/202205200247.aspx
     4. 台灣生技產業白皮書(2021)
     5. 台灣股市資訊網Goodinfo! https://goodinfo.tw/tw/index.asp
     6. 台灣福爾網站FORA https://www.foracare.com.tw/
     7. 前瞻產業研究院https://bg.qianzhan.com/
     8. 泰博官方網站http://taidoc.com/tw/about.html
     9. 報導者網路媒體https://www.twreporter.org/a/sars-cov-2-variants
     10. 瑞基海洋官方網站https://genereach.com/tw/index.php
     11. 臺灣知識庫大碩研究所管理學教材(2019)
     12. 衛生福利部網頁https://www.mohw.gov.tw/mp-1.html
     13. 聯合新聞網-專訪瑞基海洋https://udn.com/news/story/6883/6290664
     
     英文文獻
     1. Aguilar, F.J. (1967), Scanning the Business Environment, Macmillan, New York, NY.
     2. Barney, J. B. & Hesterly, W. S. (2010). Strategic management and competitive advantage:Concepts and cases (3rd Ed.). Upper Saddle River, NJ:Pearson/Prentice-Hall.
     3. BMI Research https://bmo.bmiresearch.com/
     4. Creswell, J. W.(1998).Qualitative inquiry and research design: Choosing among five traditions.Thousand Oaks:SAGE.
     5. Grant, R. M. (1991). The resource-based theory of competitive advantage: Implications for strategy formulation. California management review, 33(3), 114-135.
     6. Johnson, G. and Scholes, K.(1999). Exploring Corporate Strategy, (5th Ed.), Prentice Hall, London.
     7. Prahalad, C.K. and Hamel, G. (1990). The Core Competence of the Corporation. Harvard Business Review, 79-91.
     8. Wernerfelt B. (1984). A resource-based view of the firm. Strategic Management Journal 5(2),171-180.
     9. Yin, R. K. (2009). Case study research: Design and methods (4th Ed.). Thousand Oaks, CA: Sage.
zh_TW