學術產出-學位論文

題名 從價值鍊的破壞增生看行動通訊產業的企業創新式成長
作者 秦素霞
Chyn,Cynthia
貢獻者 管康彥
秦素霞
Chyn,Cynthia
關鍵詞 價值鏈
價值店
價值網絡
資源基礎觀點
交易成本理論
日期 2005
上傳時間 18-九月-2009 13:26:45 (UTC+8)
摘要 任何新興科技的演進有其發展軌跡,從一個主導性技術的產生、設計配置、技術體制結構、到技術典範的形塑,當新技術和舊有的科技典範產生斷裂的現象,主導性技術的演化與移轉將對廠商既有資源基礎的價值產生侵蝕性的影響,而由於技術存在於互補性資產更為廣泛的系統之中,因而支援性或是互補性資產的價值,亦隨之產生變化,並對廠商交易統轄結構產生結構性的影響。
本研究針試圖以行動通訊產業為樣本產業,透過不同價值組態的領導廠商個案研究,了解廠商在面對技術典範移轉的產業重大轉折時,如何立足於既有的資源基礎之上,選擇不同的交易統轄結構與機制,兼顧能耐維繫與降低交易成本,強化其競爭力、形塑新的產業形貌。易言之,本研究探索的主題有二:一是探討廠商資源基礎與交易特性對交易統轄機制選擇的影響;二是描繪廠商交易統轄機制選擇對產業價值鏈構形的影響。研究結果發現如下:
垂直整合統轄結構有利技術典範移轉時技術與服務的創新,然而舊有的技術典範可能使得既有廠商產生組織或互補性資產的僵固性(stickiness),不利廠商轉型。價值網絡型態之技術前沿廠商廠商藉由領先技術的專利權維繫其資源獨特性與專屬性,採取準垂直整合交易統轄模式,因而得以具備垂直整合的效率,同時維持組織與互補性資產的彈性。
價值鏈型態之技術前沿廠商採取雙邊支配模式,與上游關鍵性合作夥伴共同持續投入專質型資產,從價值創造、利潤最大化著眼,促成雙方穩定而長期的交易關係。而在既有的技術典範中,隨著技術成熟與產品介面標準化,環境不確定性降低,投資專屬資產營造保護的成本亦隨之下降,市場統轄模式通常較具有效率,並鼓勵外部廠商投資專質性資產與建立廠商間競爭機制,可有效降低廠商行為的不確定性所產生的交易成本。
技術跟隨型價值鏈型態廠商所銷售的產品多為市場主流,難以差異化,競爭關鍵在於效率最大化,垂直整合並不一定可以創造競爭優勢,反之,隨著專業分工廠商競爭力的提升,垂直分工可有效降低交易成本。同時,技術跟隨型廠商資源外溢隔離機制的設計難度較高,因而採取核心價值活動內部化搭配市場支配並行之統轄機制。市場支配可降低標準產品的交易成本,以強化廠商的價格競爭力。
價值店型態廠商,解決顧客問題為其主要價值。技術前沿的價值店型態廠商為了促成新的技術典範的形塑,除了提供新的技術和配套的技術解決方案之外,並且關照新興價值鏈環節的缺口,運用其資源基礎延伸價值活動,提供中介平台,以三邊支配的統轄模式,降低廠商特用性資產的投入與環境不確定性,加速產業創新。
關鍵字:價值鏈、價值店、價值網絡、資源基礎觀點、交易成本理論
參考文獻 1. Barney, J.B., (1991), “Firm Resources and Sustained Competitive Advantage,” Journal of Management, 17, pp. 99-120.
2. Campbell, A. and R. Park, (1995), “The Growth Gamble”
3. Coase, R.H., (1937), “The Nature of the Firm,” Economica, 4, pp. 386-405.
4. Conner, K.R., and C.K. Prahalad, (1996), “A Resource-based Theory of the Firm: Knowledge versus Opportunism,” Organization Science, 7(5), pp. 477-501.
5. Dietrich, M., (1994), “Transaction Cost Economics and Beyond: Towards a New Economics of the Firm”
6. Dierickx, I., and K. Cool, (1989), “Asset Stock Accumulation and Sustainability of Competitive Advantage,” Management Science, 35, pp. 1504-1511.
7. Foss, N.J., C. Knudsen, and C.A. Montgomery, (1995), “An Exploration of Common Ground: Integrating Evolutionary and Strategic Theories of the Firm”
8. Foss, N.J. and B. Eriksen, (1995), “Competitive Advantage and Industry Capabilities”.
9. Furubotn, E.G. and R. Richter, (2000), “Institution and Economic Theory”
10. Hill, C.W.L., (1990), “Cooperation, Opportunism, and the Invisible Hand: Implications for Transaction Cost Theory,” Academy of Management Review, 15(3), pp. 500-13.
11. Jacobides, M.G. and S.G. Winter, (2005), “The Co-evolution of Capabilities and Transaction Costs: Explaining the Institutional Structure of Production”, Strategic Management Journal
12. Knudsen, C., (1995), “Theories of the Firm, Strategic Management, and Leadership”.
13. Langlois, R.N., (1995), “Capabilities and Coherence in Firms and Markets”
14. Langlois, R.N., and P.L. Robertson, (1995), Firms, Markets and Economic Change: A Dynamic Theory of Business Institutions, New York: Routledge.
15. Levinthal, D.A., (1995), “Strategic Management and the Exploration of Diversity”.
16. Monteverde, K., and D. Teece, (1982), “Appropriable Rents and Quasi-Vertical Integration,” Journal of Law and Economics, 25, pp. 321-28.
17. Normann, R., and R. Ramirez, (1993), “From Value Chain to Value Constellation: Designing Interactive Strategy”, pp. 65-77
18. Penrose, E.T., (1959), The Theory of the Growth of the Firm, White Plains, NY: M.E. Sharpe.
19. Peteraf, M.A., (1993), “The Cornerstones of Competitive Advantage: A Resource-Based View,” Strategic Management Journal, 14, pp. 179-91.
20. Pfeffer J., (1982), “Organizations and Organization Theory,”.
21. Pitelis N.C.and Pseiridis N.A., (1999), “Transaction costs versus resource value?, ” Journal of Economic Studies, 26(3), pp.221-240.
22. Porter E.M., (1997), “Competitive Strategy: Techniques for Analyzing Industries and Competitors, ”.
23. Prahalad, C.K., and G. Hamel, (1990), “The Core Competence of the Corporation,” Harvard Business Review, pp. 79-91.
24. Priem L. R and E.J. Butler, (2001), “Is the Resource-Based ’VIEW’ A Useful Perspective for Strategic Management Research?, ” Academy of Management Review, 26(1), pp.22-40.
25. Reed R. and J. R. DeFillippi, (1990), “Causal Ambiguity, Barriers to Imitation, and Sustainable Competitive Advantage, ” Academy of Management Review, 15(1), pp.88-102.
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27. Rumelt, R., (1984), “Towards a Strategic Theory of the Firm,” in R.B. Lamb, (ed.), Competitive Strategic Management, pp. 566-70, Englewood Cliffs: Prentice Hall.
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35. Tsang, E.W.K., (2000), “Transaction Cost and Resource-based Explanations of Joint Ventures: A Comparison and Synthesis,” Organization Studies, 21(1), pp. 215-42.
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Williamson, O.E., (1993), “Transaction Cost Economics and Organization Theory,” Industrial and Cor
描述 碩士
國立政治大學
企業管理研究所
90932518
94
資料來源 http://thesis.lib.nccu.edu.tw/record/#G0090932518
資料類型 thesis
dc.contributor.advisor 管康彥zh_TW
dc.contributor.author (作者) 秦素霞zh_TW
dc.contributor.author (作者) Chyn,Cynthiaen_US
dc.creator (作者) 秦素霞zh_TW
dc.creator (作者) Chyn,Cynthiaen_US
dc.date (日期) 2005en_US
dc.date.accessioned 18-九月-2009 13:26:45 (UTC+8)-
dc.date.available 18-九月-2009 13:26:45 (UTC+8)-
dc.date.issued (上傳時間) 18-九月-2009 13:26:45 (UTC+8)-
dc.identifier (其他 識別碼) G0090932518en_US
dc.identifier.uri (URI) https://nccur.lib.nccu.edu.tw/handle/140.119/34965-
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zh_TW
dc.description (描述) 90932518zh_TW
dc.description (描述) 94zh_TW
dc.description.abstract (摘要) 任何新興科技的演進有其發展軌跡,從一個主導性技術的產生、設計配置、技術體制結構、到技術典範的形塑,當新技術和舊有的科技典範產生斷裂的現象,主導性技術的演化與移轉將對廠商既有資源基礎的價值產生侵蝕性的影響,而由於技術存在於互補性資產更為廣泛的系統之中,因而支援性或是互補性資產的價值,亦隨之產生變化,並對廠商交易統轄結構產生結構性的影響。
本研究針試圖以行動通訊產業為樣本產業,透過不同價值組態的領導廠商個案研究,了解廠商在面對技術典範移轉的產業重大轉折時,如何立足於既有的資源基礎之上,選擇不同的交易統轄結構與機制,兼顧能耐維繫與降低交易成本,強化其競爭力、形塑新的產業形貌。易言之,本研究探索的主題有二:一是探討廠商資源基礎與交易特性對交易統轄機制選擇的影響;二是描繪廠商交易統轄機制選擇對產業價值鏈構形的影響。研究結果發現如下:
垂直整合統轄結構有利技術典範移轉時技術與服務的創新,然而舊有的技術典範可能使得既有廠商產生組織或互補性資產的僵固性(stickiness),不利廠商轉型。價值網絡型態之技術前沿廠商廠商藉由領先技術的專利權維繫其資源獨特性與專屬性,採取準垂直整合交易統轄模式,因而得以具備垂直整合的效率,同時維持組織與互補性資產的彈性。
價值鏈型態之技術前沿廠商採取雙邊支配模式,與上游關鍵性合作夥伴共同持續投入專質型資產,從價值創造、利潤最大化著眼,促成雙方穩定而長期的交易關係。而在既有的技術典範中,隨著技術成熟與產品介面標準化,環境不確定性降低,投資專屬資產營造保護的成本亦隨之下降,市場統轄模式通常較具有效率,並鼓勵外部廠商投資專質性資產與建立廠商間競爭機制,可有效降低廠商行為的不確定性所產生的交易成本。
技術跟隨型價值鏈型態廠商所銷售的產品多為市場主流,難以差異化,競爭關鍵在於效率最大化,垂直整合並不一定可以創造競爭優勢,反之,隨著專業分工廠商競爭力的提升,垂直分工可有效降低交易成本。同時,技術跟隨型廠商資源外溢隔離機制的設計難度較高,因而採取核心價值活動內部化搭配市場支配並行之統轄機制。市場支配可降低標準產品的交易成本,以強化廠商的價格競爭力。
價值店型態廠商,解決顧客問題為其主要價值。技術前沿的價值店型態廠商為了促成新的技術典範的形塑,除了提供新的技術和配套的技術解決方案之外,並且關照新興價值鏈環節的缺口,運用其資源基礎延伸價值活動,提供中介平台,以三邊支配的統轄模式,降低廠商特用性資產的投入與環境不確定性,加速產業創新。
關鍵字:價值鏈、價值店、價值網絡、資源基礎觀點、交易成本理論
zh_TW
dc.description.tableofcontents 第一章、緒論
第一節、研究背景與動機 1
第二節、研究目的與問題 1
第三節、研究範疇 2
第二章、文獻探討
第一節、價值活動技術類型與價值組態 4
第二節、交易成本理論之探討 9
第三節、資源基礎觀點之探討 12
第四節、創新成長與統轄結構的抉擇 14
第三章、行動通訊技術暨產業演進
第一節、行動通訊技術發展軌跡 20
第二節、行動通訊產業演進 23
第四章、行動通訊產業價值鏈創新
第一節、電信服務業者價值之創新 27
第二節、設備業者價值解構與重組 32
第三節、行動內容價值整合與鏈結 35
第五章、結論與建議
第一節、研究結論 39
第二節、研究限制與後續研究建議 40

表目錄

表一、價值組態類型 8
表二、交易成本的來源與類型 10
表三、交易屬性與統轄結構矩陣 11
表四、交易成本理論與資源基礎觀點之比較 16

圖目錄

圖一、長鏈型技術 5
圖二、中介型技術 6
圖三、密集型技術6
圖四、全球行動電話用戶數暨行動電話出貨規模 19
圖五、行動通訊技術別之行動電話出貨規模 19
圖六、行動通訊技術發展演進 23
圖七、行動通訊產業構形 …………………………………………………………….25
圖八、行動通訊產業價值鏈裂解形貌 ………………….……………………..……..26
圖九、行動通訊數據服務內容 ……………………………………………………….28
圖十、行動通訊服務業者價值創新概念圖 ……………………………….…..…….31
圖十一、行動通訊設備產業價值鏈裂解概念圖………………………….……..…….34
圖十二、行動通訊產業價值鏈增生概念圖 …………………………….……..…….38
圖十三、行動通訊產業新構形概念圖 ………………………………….…..……….40
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dc.source.uri (資料來源) http://thesis.lib.nccu.edu.tw/record/#G0090932518en_US
dc.subject (關鍵詞) 價值鏈zh_TW
dc.subject (關鍵詞) 價值店zh_TW
dc.subject (關鍵詞) 價值網絡zh_TW
dc.subject (關鍵詞) 資源基礎觀點zh_TW
dc.subject (關鍵詞) 交易成本理論zh_TW
dc.title (題名) 從價值鍊的破壞增生看行動通訊產業的企業創新式成長zh_TW
dc.type (資料類型) thesisen
dc.relation.reference (參考文獻) 1. Barney, J.B., (1991), “Firm Resources and Sustained Competitive Advantage,” Journal of Management, 17, pp. 99-120.zh_TW
dc.relation.reference (參考文獻) 2. Campbell, A. and R. Park, (1995), “The Growth Gamble”zh_TW
dc.relation.reference (參考文獻) 3. Coase, R.H., (1937), “The Nature of the Firm,” Economica, 4, pp. 386-405.zh_TW
dc.relation.reference (參考文獻) 4. Conner, K.R., and C.K. Prahalad, (1996), “A Resource-based Theory of the Firm: Knowledge versus Opportunism,” Organization Science, 7(5), pp. 477-501.zh_TW
dc.relation.reference (參考文獻) 5. Dietrich, M., (1994), “Transaction Cost Economics and Beyond: Towards a New Economics of the Firm”zh_TW
dc.relation.reference (參考文獻) 6. Dierickx, I., and K. Cool, (1989), “Asset Stock Accumulation and Sustainability of Competitive Advantage,” Management Science, 35, pp. 1504-1511.zh_TW
dc.relation.reference (參考文獻) 7. Foss, N.J., C. Knudsen, and C.A. Montgomery, (1995), “An Exploration of Common Ground: Integrating Evolutionary and Strategic Theories of the Firm”zh_TW
dc.relation.reference (參考文獻) 8. Foss, N.J. and B. Eriksen, (1995), “Competitive Advantage and Industry Capabilities”.zh_TW
dc.relation.reference (參考文獻) 9. Furubotn, E.G. and R. Richter, (2000), “Institution and Economic Theory”zh_TW
dc.relation.reference (參考文獻) 10. Hill, C.W.L., (1990), “Cooperation, Opportunism, and the Invisible Hand: Implications for Transaction Cost Theory,” Academy of Management Review, 15(3), pp. 500-13.zh_TW
dc.relation.reference (參考文獻) 11. Jacobides, M.G. and S.G. Winter, (2005), “The Co-evolution of Capabilities and Transaction Costs: Explaining the Institutional Structure of Production”, Strategic Management Journalzh_TW
dc.relation.reference (參考文獻) 12. Knudsen, C., (1995), “Theories of the Firm, Strategic Management, and Leadership”.zh_TW
dc.relation.reference (參考文獻) 13. Langlois, R.N., (1995), “Capabilities and Coherence in Firms and Markets”zh_TW
dc.relation.reference (參考文獻) 14. Langlois, R.N., and P.L. Robertson, (1995), Firms, Markets and Economic Change: A Dynamic Theory of Business Institutions, New York: Routledge.zh_TW
dc.relation.reference (參考文獻) 15. Levinthal, D.A., (1995), “Strategic Management and the Exploration of Diversity”.zh_TW
dc.relation.reference (參考文獻) 16. Monteverde, K., and D. Teece, (1982), “Appropriable Rents and Quasi-Vertical Integration,” Journal of Law and Economics, 25, pp. 321-28.zh_TW
dc.relation.reference (參考文獻) 17. Normann, R., and R. Ramirez, (1993), “From Value Chain to Value Constellation: Designing Interactive Strategy”, pp. 65-77zh_TW
dc.relation.reference (參考文獻) 18. Penrose, E.T., (1959), The Theory of the Growth of the Firm, White Plains, NY: M.E. Sharpe.zh_TW
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