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題名 創新能耐對於OEM轉型ODM導向企業之影響 - 技術領導與競爭優勢之個案研究
The influence of innovative capability on OEM transfer to ODM-oriented enterprises - a research on leading technology and advantage competition
作者 宋子喬
貢獻者 李易諭
宋子喬
關鍵詞 創新能耐
委託製造代工
委託設計代工
技術領導
競爭優勢
OEM(Original Equipment Manufacturing)
ODM(Original Design Manufacturing)
日期 2009
上傳時間 8-Dec-2010 01:58:34 (UTC+8)
摘要 現今,產業競爭已轉變成全球性的競爭,台灣代工企業與國際知名品牌企業、高科技產業存在著“共存共榮”的臍帶關係,台灣代工企業必須不斷提本身之高度競爭力以維繫其不可取代之地位,否則即面臨客戶轉單、甚或被淘汰之命運。各代工企業不僅要在其生產技術上需保持領先的地位,更需在競爭策略上尋求轉型升級與技術創新,以避免被競爭者所取代,並擺脫製造代工的微利競爭;因此,當今代工企業的風險在於持續的創新能力,雖說早期代工企業僅需專注於代工製造,但隨著產品的大量生產與使用規格之統一,加上資訊之普及與快速,技術能力漸趨一致,不再是高門檻難以跨越,導致市場競爭就愈形激烈。代工企業不能只憑一招半式獨闖江湖,代工企業成長獲利的關鍵,不只在於成本管理或者製程改善,更在於敏銳的市場預測能力與核心競爭力,而從各種明確之例証顯示,創新能耐之建立更是長治久安不可或缺之主要成功因素;宏達電從為世界知名手機品牌製造代工高階智慧型手機起家,進而轉型至設計代工,一直到自創Dopod品牌,接著又將品牌重新命名為HTC;華碩電腦(ASUS)從為世界PCB 製造代工(OEM),進而轉型至設計代工(ODM),一直到2007年成功開發” Eee PC “ Netbook (小筆電),並於2010 年與和碩(PEGATRON)分家,和碩(PEGATRON)代工企業與華碩電腦(ASUS)品牌經營正式分道揚鑣;這種種跡象充分顯示為唯有建立創新能耐才能尋找出核心競爭能耐的方向及重點,也才能決定企業在產業價值鏈的位置與所從事的價值活動。
      企業從製造代工經營模式進入設計代工經營模式,在逐步接手研發價值活動後,設計代工經營模式開始投入自主研發,其目的在於提供品牌企業客戶更具競爭力之有效創新方案,並與品牌企業客戶取得充分分工之夥伴關係;因此透過研究個案公司的轉型歷程,探討面對詭譎多變的大時代,企業如何藉由建立自我創新能耐,進而建立自我核心能耐,從製造代工經營模式轉型升級設計代工經營模式,也藉由其經營績效的表現,來驗證轉型升級的策略所帶給企業的實質利益,最後對企業提出當面臨轉型升級時之具體建議,以作為其他面臨經營困境的製造代工企業之參考。
Today, competition has turned into a global competition, the Taiwanese OEM companies with international famous brand enterprises, high-tech industries there is a deeply relationship of "living together", the Taiwan OEM companies must be constantly enhancing their competitiveness in order to maintain they valuable position that its status can not be replaced, otherwise face the status of cancel the order by customer, or even the fate of being eliminated. The business of OEM was not only in its production technology to keep the leading position, but also need to seek the transformation and upgrading of competitive strategy and technological innovation, in order to avoid being replaced by competitors, and get rid of low-profit competition; therefore, today`s risk of OEM business rely on the continuous innovation capability, although early OEM business only needs focused on manufacturing, but as a large number of production run and use specifications of unity, plus information on popular and fast, and specifications become more standardized, it’s no longer a high thresholds and can’t pass through, resulting in the market competition is increasingly fierce. OEM business cannot only rely on go it alone, meant that the OEM business key profit enterprise growth is not only to improve cost management, or process, but also to keep a keen market prediction capabilities and core competencies, and examples from a variety of shows that innovation is the ability to establish long-term stability indispensable primary success factors; HTC from the world famous OEM business of high-end smart phones started, and then transferred to a ODM business, has been to own Dopod brand, and subsequently the brand re-named the HTC; ASUS Computer from PCB OEM in the world, and then transferred to ODM business, has been successfully developed "Eee PC" Netbook (mini Notebook) in 2007, and it was separated PEGATRON (ODM) and ASUS in 2010, PEGATRON officially parted ways with ASUS brand management; these signs appear only when you full build innovation ability to find out the core competitive ability of the direction and focus, you can also decide your positioning and activities in the value-chain of enterprise.
      When OEM model transfer to ODM model, and gradually took over the value activities in the R&D (Research and Development), the ODM model started independent research and development, which aims to provide brand enterprises more competitive. effective and innovative solutions, and set up the good partnerships with brands companies; therefore, through the case study, and face the challenge era, how to build self innovation by popularity, and establish core competency, from OEM model transfer to ODM model, but also put to the proof of its operating performance, to verify the transformation and upgrading policy that can make a profit of enterprise, and finally provide specific suggestions to enterprises when face on transformation and upgrading situations, I hope it also can be for reference to other OEM companies that they are facing difficulties.
第一章 緒論 1
     第一節 研究背景與動機 1
     第二節 研究目的與範圍 3
     第三節 研究流程 4
     第二章 文獻探討 6
     第一節 代工轉型 6
     第二節 競爭策略 12
     第三節 核心能耐 18
     第四節 價值活動 26
     第五節 創新法則 31
     第六節 流程管控 45
     第七節 知識管理 51
     第三章 研究設計 60
     第一節 研究架構 60
     第二節 研究方法 61
     第三節 研究對象 62
     第四節 資料蒐集 62
     第四章 外部環境分析 66
     第一節 總體環境分析 66
     第二節 產業環境分析 80
     第三節 產業價值鏈 85
     第五章 個案分析 90
     第一節 企業現況 90
     第二節 企業轉型前之產業變化 92
     第三節 企業面臨之問題與挑戰 94
     第四節 SWOT彙整 97
     第五節 轉型過程之策略分析 99
     第六節 轉型過程之價值活動 111
     第七節 轉型過程之成果展現 117
     第八節 成功建立創新能耐促進轉型之關鍵因素 121
     第六章 結論與建議 128
     第一節 研究發現與結論 128
     第二節 研究貢獻 129
     第三節 實務上建議 129
     第四節 後續研究建議 131
     圖目錄
     圖1-1-1: 全球化三部曲 3
     圖1-3-1: 本論文研究流程 5
     圖2-2-1: 技術面的競爭策略 15
     圖2-2-2: 技術地位與跨入時機 18
     圖2-3-1: 建立公司的核心競爭力 20
     圖2-4-1: 價值鏈 28
     圖2-4-2: 「價值活動組合」的價值差異 30
     圖2-5-1: 破壞性創新 34
     圖2-5-2: 破壞性創新模型圖 35
     圖2-5-3: 品類成熟生命周期 38
     圖2-5-4: 產品生命周期各階段的創新類型 39
     圖2-5-5:成長市場的創新類型 40
     圖2-5-6:技術採用生命周期 42
     圖2-7-1:認知結構,吸收能耐與創新 52
     圖2-7-2:四種知識轉換模式與所創造的知識內容 55
     圖3-1-1:本論文研究架構 61
     圖4-1-1 : IT產業發展的五個創新階段及學習曲線 67
     圖4-3-1:OEM,ODM與OBM 的價值活動趨向 86
     圖4-3-2: 強化研發設計能力 87
     圖4-3-3: OEM,ODM與OBM 價值活動之資源變化曲線 89
     圖5-4-1: 個案公司SWOT分析 97
     圖5-5-1: 新世代終端產品趨勢 100
     圖5-5-2: 國內智慧型手機結構分析 101
     圖5-5-3: 國內的電子產業結構 103
     圖5-5-4: 全球的WiMAX CPE產值 105
     圖5-5-5: Mobil TV Sip 應用於PND的市場規模 105
     圖5-5-6: 歷年國內系統構裝產品發展趨勢 106
     圖5-5-7: 次系統供應商與構裝廠的整併趨勢 108
     圖5-5-8: 封裝疊層(PoP)橫截面 109
     圖5-5-9: 薄型化內埋技術發展趨勢 110
     圖5-5-10: 國內通訊系統構裝之產業結構 110
     圖5-6-1: 個案公司核心技術 112
     圖5-6-2: 個案公司在產業價值鏈之位置與活動 113
     圖5-6-3: 個案公司創新科技樹 116
     圖5-7-1: SiP 模組微小化趨勢 118
     圖5-8-1: 個案公司目前主要問題及要因分析 121
     圖5-8-2: 成功建立創新能耐促進轉型之關鍵因素 122
     
     表目錄
     表2-1-1:OEM與ODM之比較 9
     表2-1-2:有無品牌之優缺點比較 10
     表2-2-1:企業競爭策略之比較 14
     表2-3-1:核心資源的內涵 23
     表2-5-1:品類成熟生命周期各階段比較 38
     表2-6-1:開發程序各主要功能任務與責任 48
     表2-7-1:兩種形式的知識 54
     表4-3-1: 產品研發的模式 87
     表5-5-1 : WLAN內建模組(SiP)的商機 104
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描述 碩士
國立政治大學
經營管理碩士學程(EMBA)
96932100
98
資料來源 http://thesis.lib.nccu.edu.tw/record/#G0969321001
資料類型 thesis
dc.contributor.advisor 李易諭zh_TW
dc.contributor.author (Authors) 宋子喬zh_TW
dc.creator (作者) 宋子喬zh_TW
dc.date (日期) 2009en_US
dc.date.accessioned 8-Dec-2010 01:58:34 (UTC+8)-
dc.date.available 8-Dec-2010 01:58:34 (UTC+8)-
dc.date.issued (上傳時間) 8-Dec-2010 01:58:34 (UTC+8)-
dc.identifier (Other Identifiers) G0969321001en_US
dc.identifier.uri (URI) http://nccur.lib.nccu.edu.tw/handle/140.119/49097-
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) 96932100zh_TW
dc.description (描述) 98zh_TW
dc.description.abstract (摘要) 現今,產業競爭已轉變成全球性的競爭,台灣代工企業與國際知名品牌企業、高科技產業存在著“共存共榮”的臍帶關係,台灣代工企業必須不斷提本身之高度競爭力以維繫其不可取代之地位,否則即面臨客戶轉單、甚或被淘汰之命運。各代工企業不僅要在其生產技術上需保持領先的地位,更需在競爭策略上尋求轉型升級與技術創新,以避免被競爭者所取代,並擺脫製造代工的微利競爭;因此,當今代工企業的風險在於持續的創新能力,雖說早期代工企業僅需專注於代工製造,但隨著產品的大量生產與使用規格之統一,加上資訊之普及與快速,技術能力漸趨一致,不再是高門檻難以跨越,導致市場競爭就愈形激烈。代工企業不能只憑一招半式獨闖江湖,代工企業成長獲利的關鍵,不只在於成本管理或者製程改善,更在於敏銳的市場預測能力與核心競爭力,而從各種明確之例証顯示,創新能耐之建立更是長治久安不可或缺之主要成功因素;宏達電從為世界知名手機品牌製造代工高階智慧型手機起家,進而轉型至設計代工,一直到自創Dopod品牌,接著又將品牌重新命名為HTC;華碩電腦(ASUS)從為世界PCB 製造代工(OEM),進而轉型至設計代工(ODM),一直到2007年成功開發” Eee PC “ Netbook (小筆電),並於2010 年與和碩(PEGATRON)分家,和碩(PEGATRON)代工企業與華碩電腦(ASUS)品牌經營正式分道揚鑣;這種種跡象充分顯示為唯有建立創新能耐才能尋找出核心競爭能耐的方向及重點,也才能決定企業在產業價值鏈的位置與所從事的價值活動。
      企業從製造代工經營模式進入設計代工經營模式,在逐步接手研發價值活動後,設計代工經營模式開始投入自主研發,其目的在於提供品牌企業客戶更具競爭力之有效創新方案,並與品牌企業客戶取得充分分工之夥伴關係;因此透過研究個案公司的轉型歷程,探討面對詭譎多變的大時代,企業如何藉由建立自我創新能耐,進而建立自我核心能耐,從製造代工經營模式轉型升級設計代工經營模式,也藉由其經營績效的表現,來驗證轉型升級的策略所帶給企業的實質利益,最後對企業提出當面臨轉型升級時之具體建議,以作為其他面臨經營困境的製造代工企業之參考。
zh_TW
dc.description.abstract (摘要) Today, competition has turned into a global competition, the Taiwanese OEM companies with international famous brand enterprises, high-tech industries there is a deeply relationship of "living together", the Taiwan OEM companies must be constantly enhancing their competitiveness in order to maintain they valuable position that its status can not be replaced, otherwise face the status of cancel the order by customer, or even the fate of being eliminated. The business of OEM was not only in its production technology to keep the leading position, but also need to seek the transformation and upgrading of competitive strategy and technological innovation, in order to avoid being replaced by competitors, and get rid of low-profit competition; therefore, today`s risk of OEM business rely on the continuous innovation capability, although early OEM business only needs focused on manufacturing, but as a large number of production run and use specifications of unity, plus information on popular and fast, and specifications become more standardized, it’s no longer a high thresholds and can’t pass through, resulting in the market competition is increasingly fierce. OEM business cannot only rely on go it alone, meant that the OEM business key profit enterprise growth is not only to improve cost management, or process, but also to keep a keen market prediction capabilities and core competencies, and examples from a variety of shows that innovation is the ability to establish long-term stability indispensable primary success factors; HTC from the world famous OEM business of high-end smart phones started, and then transferred to a ODM business, has been to own Dopod brand, and subsequently the brand re-named the HTC; ASUS Computer from PCB OEM in the world, and then transferred to ODM business, has been successfully developed "Eee PC" Netbook (mini Notebook) in 2007, and it was separated PEGATRON (ODM) and ASUS in 2010, PEGATRON officially parted ways with ASUS brand management; these signs appear only when you full build innovation ability to find out the core competitive ability of the direction and focus, you can also decide your positioning and activities in the value-chain of enterprise.
      When OEM model transfer to ODM model, and gradually took over the value activities in the R&D (Research and Development), the ODM model started independent research and development, which aims to provide brand enterprises more competitive. effective and innovative solutions, and set up the good partnerships with brands companies; therefore, through the case study, and face the challenge era, how to build self innovation by popularity, and establish core competency, from OEM model transfer to ODM model, but also put to the proof of its operating performance, to verify the transformation and upgrading policy that can make a profit of enterprise, and finally provide specific suggestions to enterprises when face on transformation and upgrading situations, I hope it also can be for reference to other OEM companies that they are facing difficulties.
en_US
dc.description.abstract (摘要) 第一章 緒論 1
     第一節 研究背景與動機 1
     第二節 研究目的與範圍 3
     第三節 研究流程 4
     第二章 文獻探討 6
     第一節 代工轉型 6
     第二節 競爭策略 12
     第三節 核心能耐 18
     第四節 價值活動 26
     第五節 創新法則 31
     第六節 流程管控 45
     第七節 知識管理 51
     第三章 研究設計 60
     第一節 研究架構 60
     第二節 研究方法 61
     第三節 研究對象 62
     第四節 資料蒐集 62
     第四章 外部環境分析 66
     第一節 總體環境分析 66
     第二節 產業環境分析 80
     第三節 產業價值鏈 85
     第五章 個案分析 90
     第一節 企業現況 90
     第二節 企業轉型前之產業變化 92
     第三節 企業面臨之問題與挑戰 94
     第四節 SWOT彙整 97
     第五節 轉型過程之策略分析 99
     第六節 轉型過程之價值活動 111
     第七節 轉型過程之成果展現 117
     第八節 成功建立創新能耐促進轉型之關鍵因素 121
     第六章 結論與建議 128
     第一節 研究發現與結論 128
     第二節 研究貢獻 129
     第三節 實務上建議 129
     第四節 後續研究建議 131
     圖目錄
     圖1-1-1: 全球化三部曲 3
     圖1-3-1: 本論文研究流程 5
     圖2-2-1: 技術面的競爭策略 15
     圖2-2-2: 技術地位與跨入時機 18
     圖2-3-1: 建立公司的核心競爭力 20
     圖2-4-1: 價值鏈 28
     圖2-4-2: 「價值活動組合」的價值差異 30
     圖2-5-1: 破壞性創新 34
     圖2-5-2: 破壞性創新模型圖 35
     圖2-5-3: 品類成熟生命周期 38
     圖2-5-4: 產品生命周期各階段的創新類型 39
     圖2-5-5:成長市場的創新類型 40
     圖2-5-6:技術採用生命周期 42
     圖2-7-1:認知結構,吸收能耐與創新 52
     圖2-7-2:四種知識轉換模式與所創造的知識內容 55
     圖3-1-1:本論文研究架構 61
     圖4-1-1 : IT產業發展的五個創新階段及學習曲線 67
     圖4-3-1:OEM,ODM與OBM 的價值活動趨向 86
     圖4-3-2: 強化研發設計能力 87
     圖4-3-3: OEM,ODM與OBM 價值活動之資源變化曲線 89
     圖5-4-1: 個案公司SWOT分析 97
     圖5-5-1: 新世代終端產品趨勢 100
     圖5-5-2: 國內智慧型手機結構分析 101
     圖5-5-3: 國內的電子產業結構 103
     圖5-5-4: 全球的WiMAX CPE產值 105
     圖5-5-5: Mobil TV Sip 應用於PND的市場規模 105
     圖5-5-6: 歷年國內系統構裝產品發展趨勢 106
     圖5-5-7: 次系統供應商與構裝廠的整併趨勢 108
     圖5-5-8: 封裝疊層(PoP)橫截面 109
     圖5-5-9: 薄型化內埋技術發展趨勢 110
     圖5-5-10: 國內通訊系統構裝之產業結構 110
     圖5-6-1: 個案公司核心技術 112
     圖5-6-2: 個案公司在產業價值鏈之位置與活動 113
     圖5-6-3: 個案公司創新科技樹 116
     圖5-7-1: SiP 模組微小化趨勢 118
     圖5-8-1: 個案公司目前主要問題及要因分析 121
     圖5-8-2: 成功建立創新能耐促進轉型之關鍵因素 122
     
     表目錄
     表2-1-1:OEM與ODM之比較 9
     表2-1-2:有無品牌之優缺點比較 10
     表2-2-1:企業競爭策略之比較 14
     表2-3-1:核心資源的內涵 23
     表2-5-1:品類成熟生命周期各階段比較 38
     表2-6-1:開發程序各主要功能任務與責任 48
     表2-7-1:兩種形式的知識 54
     表4-3-1: 產品研發的模式 87
     表5-5-1 : WLAN內建模組(SiP)的商機 104
-
dc.description.tableofcontents 第一章 緒論 1
     第一節 研究背景與動機 1
     第二節 研究目的與範圍 3
     第三節 研究流程 4
     第二章 文獻探討 6
     第一節 代工轉型 6
     第二節 競爭策略 12
     第三節 核心能耐 18
     第四節 價值活動 26
     第五節 創新法則 31
     第六節 流程管控 45
     第七節 知識管理 51
     第三章 研究設計 60
     第一節 研究架構 60
     第二節 研究方法 61
     第三節 研究對象 62
     第四節 資料蒐集 62
     第四章 外部環境分析 66
     第一節 總體環境分析 66
     第二節 產業環境分析 80
     第三節 產業價值鏈 85
     第五章 個案分析 90
     第一節 企業現況 90
     第二節 企業轉型前之產業變化 92
     第三節 企業面臨之問題與挑戰 94
     第四節 SWOT彙整 97
     第五節 轉型過程之策略分析 99
     第六節 轉型過程之價值活動 111
     第七節 轉型過程之成果展現 117
     第八節 成功建立創新能耐促進轉型之關鍵因素 121
     第六章 結論與建議 128
     第一節 研究發現與結論 128
     第二節 研究貢獻 129
     第三節 實務上建議 129
     第四節 後續研究建議 131
      圖目錄
     圖1-1-1: 全球化三部曲 3
     圖1-3-1: 本論文研究流程 5
     圖2-2-1: 技術面的競爭策略 15
     圖2-2-2: 技術地位與跨入時機 18
     圖2-3-1: 建立公司的核心競爭力 20
     圖2-4-1: 價值鏈 28
     圖2-4-2: 「價值活動組合」的價值差異 30
     圖2-5-1: 破壞性創新 34
     圖2-5-2: 破壞性創新模型圖 35
     圖2-5-3: 品類成熟生命周期 38
     圖2-5-4: 產品生命周期各階段的創新類型 39
     圖2-5-5:成長市場的創新類型 40
     圖2-5-6:技術採用生命周期 42
     圖2-7-1:認知結構,吸收能耐與創新 52
     圖2-7-2:四種知識轉換模式與所創造的知識內容 55
     圖3-1-1:本論文研究架構 61
     圖4-1-1 : IT產業發展的五個創新階段及學習曲線 67
     圖4-3-1:OEM,ODM與OBM 的價值活動趨向 86
     圖4-3-2: 強化研發設計能力 87
     圖4-3-3: OEM,ODM與OBM 價值活動之資源變化曲線 89
     圖5-4-1: 個案公司SWOT分析 97
     圖5-5-1: 新世代終端產品趨勢 100
     圖5-5-2: 國內智慧型手機結構分析 101
     圖5-5-3: 國內的電子產業結構 103
     圖5-5-4: 全球的WiMAX CPE產值 105
     圖5-5-5: Mobil TV Sip 應用於PND的市場規模 105
     圖5-5-6: 歷年國內系統構裝產品發展趨勢 106
     圖5-5-7: 次系統供應商與構裝廠的整併趨勢 108
     圖5-5-8: 封裝疊層(PoP)橫截面 109
     圖5-5-9: 薄型化內埋技術發展趨勢 110
     圖5-5-10: 國內通訊系統構裝之產業結構 110
     圖5-6-1: 個案公司核心技術 112
     圖5-6-2: 個案公司在產業價值鏈之位置與活動 113
     圖5-6-3: 個案公司創新科技樹 116
     圖5-7-1: SiP 模組微小化趨勢 118
     圖5-8-1: 個案公司目前主要問題及要因分析 121
     圖5-8-2: 成功建立創新能耐促進轉型之關鍵因素 122
     
      表目錄
     表2-1-1:OEM與ODM之比較 9
     表2-1-2:有無品牌之優缺點比較 10
     表2-2-1:企業競爭策略之比較 14
     表2-3-1:核心資源的內涵 23
     表2-5-1:品類成熟生命周期各階段比較 38
     表2-6-1:開發程序各主要功能任務與責任 48
     表2-7-1:兩種形式的知識 54
     表4-3-1: 產品研發的模式 87
     表5-5-1 : WLAN內建模組(SiP)的商機 104
zh_TW
dc.language.iso en_US-
dc.source.uri (資料來源) http://thesis.lib.nccu.edu.tw/record/#G0969321001en_US
dc.subject (關鍵詞) 創新能耐zh_TW
dc.subject (關鍵詞) 委託製造代工zh_TW
dc.subject (關鍵詞) 委託設計代工zh_TW
dc.subject (關鍵詞) 技術領導zh_TW
dc.subject (關鍵詞) 競爭優勢zh_TW
dc.subject (關鍵詞) OEM(Original Equipment Manufacturing)en_US
dc.subject (關鍵詞) ODM(Original Design Manufacturing)en_US
dc.title (題名) 創新能耐對於OEM轉型ODM導向企業之影響 - 技術領導與競爭優勢之個案研究zh_TW
dc.title (題名) The influence of innovative capability on OEM transfer to ODM-oriented enterprises - a research on leading technology and advantage competitionen_US
dc.type (資料類型) thesisen
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dc.relation.reference (參考文獻) 博碩士論文zh_TW
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