| dc.contributor.advisor | 溫肇東 | zh_TW |
| dc.contributor.author (作者) | 蔡政安 | zh_TW |
| dc.creator (作者) | 蔡政安 | zh_TW |
| dc.date (日期) | 2004 | en_US |
| dc.date.accessioned | 18-九月-2009 14:39:59 (UTC+8) | - |
| dc.date.available | 18-九月-2009 14:39:59 (UTC+8) | - |
| dc.date.issued (上傳時間) | 18-九月-2009 14:39:59 (UTC+8) | - |
| dc.identifier (其他 識別碼) | G0088360038 | en_US |
| dc.identifier.uri (URI) | https://nccur.lib.nccu.edu.tw/handle/140.119/35291 | - |
| dc.description (描述) | 碩士 | zh_TW |
| dc.description (描述) | 國立政治大學 | zh_TW |
| dc.description (描述) | 經營管理碩士學程(EMBA) | zh_TW |
| dc.description (描述) | 88360038 | zh_TW |
| dc.description (描述) | 93 | zh_TW |
| dc.description.abstract (摘要) | 有關既有廠商面對技術改變時為何會失去領導地位，現有文獻多以技術和廠商能耐互動的供給面切入討論，其原因可能是領導廠商無法及時轉換技術、調整能耐或組織惰性等因素；對於少數新興國家的後進廠商成功挑戰既有領導廠商，成為全球領導廠商的研究，也大多依循這種供給面觀點，認為建立並不斷提升技術能耐是成功的關鍵。深入檢視既有廠商面對技術改變失去領導地位的原因，不完全是來自供給面的問題，市場需求面也是重要的影響因素。在討論市場需求面的相關理論中，斷裂性創新架構是最典型的觀點，該觀點認為新興廠商推動斷裂性創新會持續破壞現有市場遊戲規則，造成競爭基礎的改變與產業結構的變化，此觀點主要在說明市場顧客需求的變化對新舊廠商競爭的影響，並據以補充說明技術供給面的不足。至今斷裂性創新研究並未發展出一個有系統的架構來檢測某種創新情境是否為斷裂性創新？因而，本研究根據斷裂性創新架構觀點及個案研究法中描述性理論架構的要求，發展出斷裂性創新描述架構的相關特性要件，並用此架構來檢測台灣積體電路公司及其所促進高度發展的全球晶圓代工產業，檢測結果發現過程符合斷裂性創新的特性。後續研究將可由斷裂性創新的觀點切入，重新詮釋台積電成功成為全球領導廠商的原因。本研究發展出來的描述架構是一個檢測斷裂性創新的良好基礎，可以作為測試其他產業是否存在斷裂性創新的參考。 | zh_TW |
| dc.description.abstract (摘要) | Why established incumbents loosed their leading positions facing the disruptive technology, explanation of current literatures tended to focus on the supply-side interaction of technologies and firms’ capabilities. The research on latecomer firms catching up technological gap in newly development countries also focused on the supply-side perspective and argued that consecutive advancing technological capabilities was the key to success.Closer examination of technology competition, however, reveals that technology or market transitions are not necessarily due to the supply-side difficulties, like incumbent technology’s inherent limit, incumbents’ inability to master new skill, or organizational inertness. The market demand-side is also an important factor offering a complementary set of explanations that highlight the influence of consumers’ need on technology trajectory. The most influential expression of a demand side role in technology competition is the disruptive innovation that will break the market rule, shift the bases of competition and change the industry structure.Current researches, however, did not develop systematically analytical tool or framework to identify disruptive innovation. This study followed the major perspectives of disruptive innovation and the rules of case study to develop the descriptive framework for testifying the phenomenon of disruptive innovation. The semiconductor industry development in Taiwan was identified and described under the conditions of this framework. This descriptive framework is a systematic tool for testing disruptive innovation in any industry. | en_US |
| dc.description.tableofcontents | 第一章 研究動機與研究目的 1第二章 文獻回顧與研究設計 5第一節、後進廠商研究背景 5第二節、斷裂性創新 11第三節、研究設計 15第三章 全球半導體產業發展 20第一節、半導體產業發展概述 20第二節、半導體市場發展與產業特性 26第三節、產業價值鏈與產業結構變遷 32第四章 台灣半導體產業發展 41第一節、台灣半導體產業發展歷程 41第二節、市場規模與產業發展特色 45第五章 晶圓代工產業個案分析 53第一節、台灣積體電路公司發展歷程 53第二節、晶圓代工廠供應鏈運籌體系 61第三節、技術與產能發展 68第四節、市場與客戶結構 76第六章 晶圓代工產業的斷裂性創新描述分析 79第七章 結論與後續研究建議 90參考文獻 94 | zh_TW |
| dc.format.extent | 111188 bytes | - |
| dc.format.extent | 84232 bytes | - |
| dc.format.extent | 73371 bytes | - |
| dc.format.extent | 74677 bytes | - |
| dc.format.extent | 146327 bytes | - |
| dc.format.extent | 276755 bytes | - |
| dc.format.extent | 402569 bytes | - |
| dc.format.extent | 273020 bytes | - |
| dc.format.extent | 556860 bytes | - |
| dc.format.extent | 333326 bytes | - |
| dc.format.extent | 168541 bytes | - |
| dc.format.extent | 177981 bytes | - |
| dc.format.mimetype | application/pdf | - |
| dc.format.mimetype | application/pdf | - |
| dc.format.mimetype | application/pdf | - |
| dc.format.mimetype | application/pdf | - |
| dc.format.mimetype | application/pdf | - |
| dc.format.mimetype | application/pdf | - |
| dc.format.mimetype | application/pdf | - |
| dc.format.mimetype | application/pdf | - |
| dc.format.mimetype | application/pdf | - |
| dc.format.mimetype | application/pdf | - |
| dc.format.mimetype | application/pdf | - |
| dc.format.mimetype | application/pdf | - |
| dc.language.iso | en_US | - |
| dc.source.uri (資料來源) | http://thesis.lib.nccu.edu.tw/record/#G0088360038 | en_US |
| dc.subject (關鍵詞) | 半導體產業 | zh_TW |
| dc.subject (關鍵詞) | 晶圓代工產業 | zh_TW |
| dc.subject (關鍵詞) | 斷裂性創新 | zh_TW |
| dc.subject (關鍵詞) | 台積電 | zh_TW |
| dc.subject (關鍵詞) | semiconductor industry | en_US |
| dc.subject (關鍵詞) | foundry industry | en_US |
| dc.subject (關鍵詞) | disruptive innovation | en_US |
| dc.subject (關鍵詞) | tsmc | en_US |
| dc.title (題名) | 台灣晶圓代工產業的斷裂性創新初步研究 | zh_TW |
| dc.type (資料類型) | thesis | en |
| dc.relation.reference (參考文獻) | 中文部分 | zh_TW |
| dc.relation.reference (參考文獻) | 1 台灣積體電路製造股份有限公司年報，1988-2004 | zh_TW |
| dc.relation.reference (參考文獻) | 2 半導體工業年鑑，1991-2003，經濟部技術處 | zh_TW |
| dc.relation.reference (參考文獻) | 3 王碩仁、蘇艷文、許佩君與洪立祥，矽晶大勢，2000，電子時報出版 | zh_TW |
| dc.relation.reference (參考文獻) | 4 左克傑，2003，晶圓代工廠商之產能擴充選擇與全球不局分析，台灣大學國際企業學研究所碩士論文 | zh_TW |
| dc.relation.reference (參考文獻) | 5 巫木誠，2001，「邁向世界第一的晶圓專製業」，活力─台灣半導體產業與個人電腦產業奇蹟，張俊彥與游伯龍編著，台北：時報出版 | zh_TW |
| dc.relation.reference (參考文獻) | 6 李志忠，2001，台灣半導體產業生態形成之研究，國立交通大學經營管理研究所碩士論文 | zh_TW |
| dc.relation.reference (參考文獻) | 7 洪懿妍，2003，創新引擎，台北：天下出版 | zh_TW |
| dc.relation.reference (參考文獻) | 8 楊艾俐，1998，IC教父張忠謨的策略傳奇，台北：天下出版 | zh_TW |
| dc.relation.reference (參考文獻) | 9 張俊彥、吳美玉、游伯龍，2001，「從無到有的台灣積體電路產業」，活力─台灣半導體產業與個人電腦產業奇蹟，張俊彥與游伯龍編著，台北：時報出版 | zh_TW |
| dc.relation.reference (參考文獻) | 10 黃乃文，2003，專業晶圓代工產業在半導體產業中的成功關鍵因素之探討與研究，國立台灣大學商學研究所碩士論文 | zh_TW |
| dc.relation.reference (參考文獻) | 11 陳文峰，1999，「IP威力知多少」，半導體工業年鑑，經濟部技術處 | zh_TW |
| dc.relation.reference (參考文獻) | 12 陳宗文，2000，台灣和韓國半導體產業比較研究─以「社會資本」觀點論，國立政治大學社會學系碩士論文 | zh_TW |
| dc.relation.reference (參考文獻) | 13 陳振祥，1997，ODM策略之理論架構與實證，國立台灣大學商學研究所博士論文 | zh_TW |
| dc.relation.reference (參考文獻) | 14 吳思華、沈榮欽，1999，「台灣積體電路產業的型成與發展」，管理資本在台灣，蔡墩浩編，台北：遠流文化 | zh_TW |
| dc.relation.reference (參考文獻) | 15 蔡千姿，2001，台灣電子產業技術發展階段模式之研究──採技術能力與技術策略互動觀點，國立交通大學經營管理研究所博士論文 | zh_TW |
| dc.relation.reference (參考文獻) | 16 蕭峰雄，1994，我國產業政策與產業發展，遠東經濟研究顧問社 | zh_TW |
| dc.relation.reference (參考文獻) | 17 蘇立瑩，1994，也有風雨也有情電子所二十年的軌跡，工研院電子所出版 | zh_TW |
| dc.relation.reference (參考文獻) | 英文部分： | zh_TW |
| dc.relation.reference (參考文獻) | 1 Abernathy, W. and Utterback, J.M. 1978. Patterns of industrial innovation. Technology Review, June/July, 41-48 | zh_TW |
| dc.relation.reference (參考文獻) | 2 Afuah, A.2000. How much do your co-competitor,s capabilities matter in the face of technological change? Strategic Management Journal, 21(3): 387-404 | zh_TW |
| dc.relation.reference (參考文獻) | 3 Afuah, A. and Bahram,. 1995. The hupercube of innovation. Research Policy, 47(5): 611-628 | zh_TW |
| dc.relation.reference (參考文獻) | 4 Ander, R. 2002. When are technologies disruptive? A demand-based view of the emergence of competition. Strategic Management Journal, 23: 667-688 | zh_TW |
| dc.relation.reference (參考文獻) | 5 Ander, R. and Levinthal, D. 2001. Demand heterogeneity and technology evolution: implications for product and process innovation. Management Science, 47(5): 611-628 | zh_TW |
| dc.relation.reference (參考文獻) | 6 Bell, M. and Pavitt, K. 1995. The development of technological capabilities. In Hague,. I. Trade, Technology and International Competitiveness; 69-101. EDI Development Studies, Washington, DC: World Bank | zh_TW |
| dc.relation.reference (參考文獻) | 7 Best, M.2001. The New Competitive Advantage: The renewal of American Industry. New York: Oxford University Press | zh_TW |
| dc.relation.reference (參考文獻) | 8 Bower, J.L. and Christensen, C. M. 1995. Disruptive technologies: catching the next wave. Harvard Business Review, 73(1): 43-53 | zh_TW |
| dc.relation.reference (參考文獻) | 9 Chen, W. H.1999. The manufacturing strategy and competitive priority of SMEs in Taiwan: a case survey. Asia Pacific Journal of Management, 16(3): 331-349 | zh_TW |
| dc.relation.reference (參考文獻) | 10 Christensen, C. M. 1997. The Innovator’s Delimma. Harvard Business School Press: Boston, MA | zh_TW |
| dc.relation.reference (參考文獻) | 11 Christensen, C. M. and Rosenbloom, R. 1995. Explaining the attacker’s advantage: technological paradigm, organizational dynamics, and the value network. Research Policy, 24(2): 233-257 | zh_TW |
| dc.relation.reference (參考文獻) | 12 Christensen, C. M. and Rayor, M.E., 2003, The Innovator’s Solution. Boston: Harvard Business School Press.（李芳齡、李田樹譯，2004，創新者的解答，台北：天下出版） | zh_TW |
| dc.relation.reference (參考文獻) | 13 Christensen, C. M., Anthony, S.D. and Roth, E.A., 2004. Seeing What’s next. Boston: Harvard Business School Press. （李芳齡譯，2005，創新者的修練，台北：天下出版） | zh_TW |
| dc.relation.reference (參考文獻) | 14 Cataldo, A. 2001. Taiwan’s foundry titans duel for .13-micron supremacy. Semiconductor Business News, 27 April | zh_TW |
| dc.relation.reference (參考文獻) | 15 Chang, P. and Tsai, C. 2000. Evolution technology strategy for Taiwan semiconductor industry: Formation of research consortia. Industry and Innovation, 7(2): 185-197 | zh_TW |
| dc.relation.reference (參考文獻) | 16 Chen, C. and Sewell, G.1996. Strategies for technological development in south Korea and Taiwan: the case of semiconductors. Research Policy, 25: 759-783 | zh_TW |
| dc.relation.reference (參考文獻) | 17 Cho, H. and Lee, J. 2003. The developmental path of networking capability of catch-up players in Korea’s semiconductor industry. R & D Management, 33(4): 411-423. | zh_TW |
| dc.relation.reference (參考文獻) | 18 Cho, D., Kim, D. and Rhee, D.K. 1998 Latecomer strategies: Evidence from the semiconductor industry inn Japan and Korea. Organization Science, 9(4): 489-505 | zh_TW |
| dc.relation.reference (參考文獻) | 19 Choung, J., Hwang, H., Choi, J. and Rin, M., 2000. Transition of latecomer firms from technology users to technology generators: Korean semiconductor firms. World Development, 28(5): 969-982 | zh_TW |
| dc.relation.reference (參考文獻) | 20 Daneels, E. 2004. Disruptive technology reconsidered: a critique and research agenda. The Journal of Product Innovation Management, 21: 246-258 | zh_TW |
| dc.relation.reference (參考文獻) | 21 Dedrick, J. and Kraemer, L. Asia’s Computer Challenge: Threat and opportunity for the United States & the World.（張國鴻、吳明機譯，2000，亞洲電腦爭霸戰─創造全球競賽新規則，台北：時報出版） | zh_TW |
| dc.relation.reference (參考文獻) | 22 Dhayagude, T., Jayagopal, M., Manayathara, TJ, Suri, S. and Yaga, A., 2001. Is the IDM model doomed: Emegence of Fabless-Foundry model in the semicondustor industry. Kellogg Graduate School of Management. Northwest University | zh_TW |
| dc.relation.reference (參考文獻) | 23 Duysters, G. 1996. The Dynamics of Technical Innovation. Edward Elgar Pub. Ltd. | zh_TW |
| dc.relation.reference (參考文獻) | 24 Figueiredo, P.N. 2002. Learning processes features and technological capability-accumulation: explaining inter-firm differences. Technovation, 22: 685-698 | zh_TW |
| dc.relation.reference (參考文獻) | 25 Fuller, D. B., Akinwande, A.I. and Sodini, C. G.. 2003. Leading, following or cooked goose? Innovation successes and failures in Taiwan’s electronics industry. Industry and Innovation, 10(2): 179-196 | zh_TW |
| dc.relation.reference (參考文獻) | 26 Gil Y., Bong S. and Lee J. 2003. Integration model of technology internalization modes and learning strategy: globally late starter Samsung’s sussessful practices in South Korea. Technovation, 23: 333-347 | zh_TW |
| dc.relation.reference (參考文獻) | 27 Hatch, N.W. and Mowery, D.C. 1998. Process innovation and learning by doing in semiconductor manufacturing. Management Science, 44(11): 1461-1477 | zh_TW |
| dc.relation.reference (參考文獻) | 28 Hobday, M. 1995. East Asian latecomer firms: Learning the technology of electronics. World Development, 23(7): 1171-1193 | zh_TW |
| dc.relation.reference (參考文獻) | 29 Hodges, D.A. and Leachman, R.C. 2004. The semiconductor industry. 11 Sloan Industry Studies Annual Meeting: Atlanta. USA | zh_TW |
| dc.relation.reference (參考文獻) | 30 Hong, S. G. 1977. The political economy of industrial policy in East Asia. Edward Elgar. Pub. Ltd. | zh_TW |
| dc.relation.reference (參考文獻) | 31 Hsieh, Y., Lin, N. and Chiu, H. 2002. Virtual factory and relationship marketing─A case study of a Taiwan semiconductor manufacturing company. International Journal of Information Management, 22: 109-126 | zh_TW |
| dc.relation.reference (參考文獻) | 32 Humphrey J. and Schmitz H. 2000. Goverance and upgrading: linking industrial cluster and global value chain research. IDS working paper 120. Brighton, University of Sussex: Institute of Development Study | zh_TW |
| dc.relation.reference (參考文獻) | 33 Kim, L. 1997a. The dynamics of Samsung’s technological learning in semiconductors. California Management Review, 39(3): 86-100 | zh_TW |
| dc.relation.reference (參考文獻) | 34 Kim, L. 1997b. Imitation to innovation: The Dynamics of Korea’s Technological Learning. Boston: Harvard Business School Press. | zh_TW |
| dc.relation.reference (參考文獻) | 35 Kim, L. 1998a. Building technological capabilities for industrilization: Analytical frameworks and Korea’s experience. Industrial and Corporate Change, 8(1): 111-136 | zh_TW |
| dc.relation.reference (參考文獻) | 36 Kim, L. 1998b. Technology policy and strategies for developing countries: Lessens from the Korean experience. Technology Analysis & Strategic Management, 10(3): 311-323 | zh_TW |
| dc.relation.reference (參考文獻) | 37 Kim, W.C. and Mauborgne, R.A. 1997. Value innovation: the strategic logic of high growth. Harvard Business Review, 75(1): 102-113 | zh_TW |
| dc.relation.reference (參考文獻) | 38 Langlois, R. N. and Steinmuller, W. E. 2000. Strategy and circumstance: The response of American firms to Japanese competition in semiconductors, 1980-1995. Strategic Management Journal, 21: 1163-1173 | zh_TW |
| dc.relation.reference (參考文獻) | 39 Lynn, G.S., Morone, J.P. and Paulson, A.S. 1996. Marketing and discontinuous innovation: the probe and learn process. California Management Review, 38(3): 8-37 | zh_TW |
| dc.relation.reference (參考文獻) | 40 Macher, J.T., Mowery, D.C. and Simcoe, T.S. 2002. e-Business and disintegration of the semiconductor industry value chain. Industry and Innovation, 9(3): 155-181 | zh_TW |
| dc.relation.reference (參考文獻) | 41 Macher, J.T., Mowery, D.C. and Hodges, D.A. 1998. Reversal of fortune? The recovery of the US semiconductor industry. California Management Review, 41(1): 107-136 | zh_TW |
| dc.relation.reference (參考文獻) | 42 Markides, C. 1997. Stategic innovation. Sloan Mangement Review, 38(3): 9-23 | zh_TW |
| dc.relation.reference (參考文獻) | 43 Mathews, J.A. 1997. A silicon valley of the East: Creating Taiwan’s semiconductor industry. California Management Review, 39(4): 26-54 | zh_TW |
| dc.relation.reference (參考文獻) | 44 Mathews, J. A. and Cho, D. 1999. Combinative capabilities and organizational learning in latecomer firms: The case of the Korean semiconductor industry. Journal of World Business, 34(2): 139-156 | zh_TW |
| dc.relation.reference (參考文獻) | 45 Mathews, J. A. 2002. Competitive advantage of the latecomer firm: A resource-based account of industrial catch-up strategies. Asia Pacific Journal of Management, 19: 467-488 | zh_TW |
| dc.relation.reference (參考文獻) | 46 Mathews, J. A. 2003. Strategizing by firms in the presence of markets for resources. Industrial and Corporate Change, 12(6): 1157-1193 | zh_TW |
| dc.relation.reference (參考文獻) | 47 Miles, M.B. and Huberman, A.M. 1994. Qualitative Data Analysis- An Expanded Sourcebook. Sage Publications, 2nd edition | zh_TW |
| dc.relation.reference (參考文獻) | 48 Rumelt, R.P. 2003. The integrated circuit industry in 2003. The Anderson School at UCLA | zh_TW |
| dc.relation.reference (參考文獻) | 49 Shelton, J. 2001. The evolution of fables and its impact on semiconductor industry. Fabless Semiconductor Association | zh_TW |
| dc.relation.reference (參考文獻) | 50 Teece, D. J. and Pisano, G.P. 1994. The dynamic capabilities of firms: An introduction. Industrial and Corporate Change, 3(3): 537-556 | zh_TW |
| dc.relation.reference (參考文獻) | 51 Teece, D. J., Pisano, G.. and Shuen, A. 1997. Dynamic capabilities and strategic management. Strategic Management Journal, 18(7): 509-533 | zh_TW |
| dc.relation.reference (參考文獻) | 52 Tellis, G. J and Golder, P.N.2001. Will and Vision- How Latecomers Grow to Dominate Markets. McGraw-Hill Company Inc.（蔡文英譯，2003，野心與願景，台北：商週出版） | zh_TW |
| dc.relation.reference (參考文獻) | 53 von Hippel, E. 1988. The Source of Innovation. Oxford University Press: New York | zh_TW |
| dc.relation.reference (參考文獻) | 54 World Bank. 1993. The East Asian Miracle. New York: Oxford University Press | zh_TW |
| dc.relation.reference (參考文獻) | 55 Yin, R. K.1994. Case Study Research: Design and Methods. 2nd Edn. London: Sage Publication.（尚榮安譯，2001，個案研究，台北：弘智文化出版） | zh_TW |
| dc.relation.reference (參考文獻) | 56 Yin, R. K. 2003. Case Study Research: Design and Methods. 3rd Edn. London: Sage Publication. | zh_TW |
