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題名 影響海外投資廠商研發投入之決定因素
The determinants of research and development expenditure in Taiwan FDI manufacturing firms
作者 郭春麗
Kuo, Chun Li
貢獻者 翁永和
郭春麗
Kuo, Chun Li
關鍵詞 對外直接投資
研究發展
研發支出
多國籍企業
日期 2011
上傳時間 12-Apr-2012 14:16:03 (UTC+8)
摘要 在全球化的趨勢影響下,研發活動不再是先進國家的專利,跨國企業紛紛建立起全球的研發網絡,除了在母國從事研發活動外,亦會因不同研發目的與需求的考量,而在先進國家或開發中國家設立海外的研發據點。本研究首先收集彙整國內外對外投資相關理論及實證研究文獻─探討影響海外投資廠商研發投入的決定因素;之後以2007年經濟部統計處「製造業對外投資實況調查」之問卷資料為分析對象,加以實證研究,運用Probit Model進行估計,從廠商特性、對外投資因素、策略因素等3面向,分析影響對外投資廠商研發投入之決定因素。由實證結果得知,廠商規模越大、產業別傾向為資訊電子業、獲利能力傾向於有盈餘、海外事業投資年數越短、主要對外投資地區傾向工業化國家、當地市場潛力大、出口傾向越不傾向外銷及技術來源越傾向自行研發等八項變數對於研發投入有顯著的影響,此為影響研發投入之重要決定因素。
參考文獻 中文部份
方至民、曾志弘、鍾憲瑞、沈如騏(2000),「高階經營團隊特質與財務能力對企業研發支出影響之研究— 以台灣上市電子產業公司為例」,《科技管理學刊》,5(3),29-46。
王金凱(1987),《我國製造業廠商研究發展決定因素之研究》,台灣大學經濟研究所碩士論文。
李明軒(2000),《廠商對外投資行為與研發行為間關係之研究—台灣電機電子業廠商之實證分析》,台灣大學經濟研究所碩士論文。
林裕淩、蕭志同、朱博湧(2001),「新興工業化國家研發支出因素之研究— 以台灣科學園區為例」,《科技管理學刊》,6(2),71-88。
林俊宏(2008),《對外投資廠商海外研發活動決策因素及相關性之研究》, 淡江大學產業經濟研究所碩士論文。
林彩梅(2005),《多國籍企業論》,6-170,五南圖書,台北市。
高長(2001),「製造業赴大陸投資經營當地化及其對臺灣經濟之影響」,《經濟情勢暨評論季刊》,7(1),138-173。
馬維揚(1997),「影響我國高科技廠商研究發展因素之探討— 以新竹科學園區為例」,《台灣經濟金融月刊》,33(5),75-91。
馬維揚、林卓民、楊永列(2003),「決定高科技產業研究發展支出因素之探討」,《產業論壇》,5(2)。
徐宏志 (1998),《對外投資廠商之生產與研發決策之研究 – 台灣廠商為例》,台灣大學經濟研究所碩士論文。
陳纈文 (2004),《跨國投資廠商之海外研發活動對國內研發之影響》,台灣大學經濟研究所碩士論文。
陳添枝、王文娟(1994),「外資廠商的當地化:美日電子廠商的比較研究」,瞿宛文(主編),《產業結構與公平交易法》,中央研究院中山人文社會科學研究所專書(32),台北市。
陳忠榮、楊志海(1999),「臺灣對外直接投資的決定因素-擴張型與防禦型的比較」,《經濟論文叢刊》,26(4),215-240。
陳建隆、徐芳霞(2003),「防禦型對外直接投資與內生化研發水準」,《經濟論文叢刊》,31(4),577-603。
楊書菲(2008),《Home Country Effects of Foreign Direct Investment :A Case Study of Taiwan’s Manufacturing Sector》,政治大學國際經營與貿易研究所博士論文。
鄭嘉珮、劉錦添(1994),「台灣廠商研究發展支出的分析」,《臺灣銀行季刊》,45(2),138-152。
劉碧珍、陳添枝、翁永和(2007),《國際貿易導論》,200-203,雙葉書廊,台北市。
劉碧珍(2005),「對外投資、海外生產對國內研發、勞工雇用與薪資的影響」,《經濟部委託研究報告》。
劉孟俊、陳信宏(2003),「跨國企業海外研發與發展中國家區位優勢-以台灣為個案」,《科技發展政策報導SR9207》,539-558。
劉孟俊、陳信宏(2007),「跨國研發網絡與研發國際化:海外子公司的分析觀點」,《台大管理論叢》,18(1),211-238。
謝寬裕(1999),「台灣產業外移與產業空洞化之檢驗」,《台北市銀季刊》,50(3),40-65。
英文部份
Buckley, P. and M. Casson (1976), “The Future of Multinational Enterprise, “London: Macmillan.
Co, C. Y. (2000), “R&D, Foreign Direct Investment and Technology Sourcing” Review of Industrial Organization, 16, 385-397.
Criscuolo, C., J. E. Haskel and M. J. Slaughter (2010), “Global Engagement and the Innovation Activities of Firms,” International Journal of Industrial Organization, 28, 191-202.
Dunning, J. H. (1980), “Toward an Eclectic Theory of International Production: A Restatement and Some Possible Extensions,” Journal of International Business Studies, 19, 1-31.
Desai, M., C. F. Foley and J.R. Hines (2005), “Foreign Direct Investment and Domestic Activity,” NBER Working Paper No. 11717.
Fors, G. (1997), “Utilization of R&D Results in the Home and Foreign Plants of Multinationals,” the Journal of Industrial Economics, 45, 341-358.
Fors, G. and M. Zejan (1997), “Overseas R&D by multinationals in foreign centers of excellence,” Working paper No.111.
Galbraith,J.K. (1956), “American Capitalism:The Concept of Countervaling Power,” Boston:Houghton Mifflin.
Glass, A. and K. Saggi (2002), “Licensing Versus Direct Investment: Implications for Economic Growth,” Journal of International Economics, 56, 131-153.
Hymer, S. (1960), “The International Operations of National firms: A Study of Direct Foreign Investment,” Ph.D. Dissertation, MIT.(MIT Press Cambridge, MA, 1976).
Hitt, M. A., R. E. Hoskisson and H. Kim (1997), “International Diversification: Effects on Innovation and Firm Performance in Product-diversified Firms,” Academy of Management Journal, 40(4), 767-798.
Head, K. and J. Ries (2002), “Offshore Production and Skill Upgrading by Japanese Manufacturing Firm,” Journal of International Economics, 58, 81-105.
Head, K. and J. Ries (2008), “FDI as an Outcome of the Market for Corporate Control :Theory and Evidence,” Journal of International Economics, 74, 2-20.
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描述 碩士
國立政治大學
行政管理碩士學程
98921052
100
資料來源 http://thesis.lib.nccu.edu.tw/record/#G0098921052
資料類型 thesis
dc.contributor.advisor 翁永和zh_TW
dc.contributor.author (Authors) 郭春麗zh_TW
dc.contributor.author (Authors) Kuo, Chun Lien_US
dc.creator (作者) 郭春麗zh_TW
dc.creator (作者) Kuo, Chun Lien_US
dc.date (日期) 2011en_US
dc.date.accessioned 12-Apr-2012 14:16:03 (UTC+8)-
dc.date.available 12-Apr-2012 14:16:03 (UTC+8)-
dc.date.issued (上傳時間) 12-Apr-2012 14:16:03 (UTC+8)-
dc.identifier (Other Identifiers) G0098921052en_US
dc.identifier.uri (URI) http://nccur.lib.nccu.edu.tw/handle/140.119/52668-
dc.description (描述) 碩士zh_TW
dc.description (描述) 國立政治大學zh_TW
dc.description (描述) 行政管理碩士學程zh_TW
dc.description (描述) 98921052zh_TW
dc.description (描述) 100zh_TW
dc.description.abstract (摘要) 在全球化的趨勢影響下,研發活動不再是先進國家的專利,跨國企業紛紛建立起全球的研發網絡,除了在母國從事研發活動外,亦會因不同研發目的與需求的考量,而在先進國家或開發中國家設立海外的研發據點。本研究首先收集彙整國內外對外投資相關理論及實證研究文獻─探討影響海外投資廠商研發投入的決定因素;之後以2007年經濟部統計處「製造業對外投資實況調查」之問卷資料為分析對象,加以實證研究,運用Probit Model進行估計,從廠商特性、對外投資因素、策略因素等3面向,分析影響對外投資廠商研發投入之決定因素。由實證結果得知,廠商規模越大、產業別傾向為資訊電子業、獲利能力傾向於有盈餘、海外事業投資年數越短、主要對外投資地區傾向工業化國家、當地市場潛力大、出口傾向越不傾向外銷及技術來源越傾向自行研發等八項變數對於研發投入有顯著的影響,此為影響研發投入之重要決定因素。zh_TW
dc.description.tableofcontents 第一章 緒論 4
     第一節 前言 4
     第二節 研究動機與目的 7
     第三節 研究方法 8
     第四節 研究架構 8
     第二章 文獻回顧 9
     第一節 對外投資理論 9
     第二節 實證文獻回顧 11
     第三章 我國對外投資之現況分析 20
     第四章 實證模型設定 27
     第一節 變數說明及預期影響方向 27
     第二節 實證模型的建立 32
     第五章 實證模型結果分析 34
     第一節 實證變數之基本統計量 34
     第二節 各解釋變數之相關係數分析 35
     第三節 實證結果分析 35
     第四節 實證模型的邊際效果 45
     第六章 結論與建議 50
     第一節 研究結論 50
     第二節 未來的研究方向及建議 51
     參考文獻 53
zh_TW
dc.language.iso en_US-
dc.source.uri (資料來源) http://thesis.lib.nccu.edu.tw/record/#G0098921052en_US
dc.subject (關鍵詞) 對外直接投資zh_TW
dc.subject (關鍵詞) 研究發展zh_TW
dc.subject (關鍵詞) 研發支出zh_TW
dc.subject (關鍵詞) 多國籍企業zh_TW
dc.title (題名) 影響海外投資廠商研發投入之決定因素zh_TW
dc.title (題名) The determinants of research and development expenditure in Taiwan FDI manufacturing firmsen_US
dc.type (資料類型) thesisen
dc.relation.reference (參考文獻) 中文部份zh_TW
dc.relation.reference (參考文獻) 方至民、曾志弘、鍾憲瑞、沈如騏(2000),「高階經營團隊特質與財務能力對企業研發支出影響之研究— 以台灣上市電子產業公司為例」,《科技管理學刊》,5(3),29-46。zh_TW
dc.relation.reference (參考文獻) 王金凱(1987),《我國製造業廠商研究發展決定因素之研究》,台灣大學經濟研究所碩士論文。zh_TW
dc.relation.reference (參考文獻) 李明軒(2000),《廠商對外投資行為與研發行為間關係之研究—台灣電機電子業廠商之實證分析》,台灣大學經濟研究所碩士論文。zh_TW
dc.relation.reference (參考文獻) 林裕淩、蕭志同、朱博湧(2001),「新興工業化國家研發支出因素之研究— 以台灣科學園區為例」,《科技管理學刊》,6(2),71-88。zh_TW
dc.relation.reference (參考文獻) 林俊宏(2008),《對外投資廠商海外研發活動決策因素及相關性之研究》, 淡江大學產業經濟研究所碩士論文。zh_TW
dc.relation.reference (參考文獻) 林彩梅(2005),《多國籍企業論》,6-170,五南圖書,台北市。zh_TW
dc.relation.reference (參考文獻) 高長(2001),「製造業赴大陸投資經營當地化及其對臺灣經濟之影響」,《經濟情勢暨評論季刊》,7(1),138-173。zh_TW
dc.relation.reference (參考文獻) 馬維揚(1997),「影響我國高科技廠商研究發展因素之探討— 以新竹科學園區為例」,《台灣經濟金融月刊》,33(5),75-91。zh_TW
dc.relation.reference (參考文獻) 馬維揚、林卓民、楊永列(2003),「決定高科技產業研究發展支出因素之探討」,《產業論壇》,5(2)。zh_TW
dc.relation.reference (參考文獻) 徐宏志 (1998),《對外投資廠商之生產與研發決策之研究 – 台灣廠商為例》,台灣大學經濟研究所碩士論文。zh_TW
dc.relation.reference (參考文獻) 陳纈文 (2004),《跨國投資廠商之海外研發活動對國內研發之影響》,台灣大學經濟研究所碩士論文。zh_TW
dc.relation.reference (參考文獻) 陳添枝、王文娟(1994),「外資廠商的當地化:美日電子廠商的比較研究」,瞿宛文(主編),《產業結構與公平交易法》,中央研究院中山人文社會科學研究所專書(32),台北市。zh_TW
dc.relation.reference (參考文獻) 陳忠榮、楊志海(1999),「臺灣對外直接投資的決定因素-擴張型與防禦型的比較」,《經濟論文叢刊》,26(4),215-240。zh_TW
dc.relation.reference (參考文獻) 陳建隆、徐芳霞(2003),「防禦型對外直接投資與內生化研發水準」,《經濟論文叢刊》,31(4),577-603。zh_TW
dc.relation.reference (參考文獻) 楊書菲(2008),《Home Country Effects of Foreign Direct Investment :A Case Study of Taiwan’s Manufacturing Sector》,政治大學國際經營與貿易研究所博士論文。zh_TW
dc.relation.reference (參考文獻) 鄭嘉珮、劉錦添(1994),「台灣廠商研究發展支出的分析」,《臺灣銀行季刊》,45(2),138-152。zh_TW
dc.relation.reference (參考文獻) 劉碧珍、陳添枝、翁永和(2007),《國際貿易導論》,200-203,雙葉書廊,台北市。zh_TW
dc.relation.reference (參考文獻) 劉碧珍(2005),「對外投資、海外生產對國內研發、勞工雇用與薪資的影響」,《經濟部委託研究報告》。zh_TW
dc.relation.reference (參考文獻) 劉孟俊、陳信宏(2003),「跨國企業海外研發與發展中國家區位優勢-以台灣為個案」,《科技發展政策報導SR9207》,539-558。zh_TW
dc.relation.reference (參考文獻) 劉孟俊、陳信宏(2007),「跨國研發網絡與研發國際化:海外子公司的分析觀點」,《台大管理論叢》,18(1),211-238。zh_TW
dc.relation.reference (參考文獻) 謝寬裕(1999),「台灣產業外移與產業空洞化之檢驗」,《台北市銀季刊》,50(3),40-65。zh_TW
dc.relation.reference (參考文獻) 英文部份zh_TW
dc.relation.reference (參考文獻) Buckley, P. and M. Casson (1976), “The Future of Multinational Enterprise, “London: Macmillan.zh_TW
dc.relation.reference (參考文獻) Co, C. Y. (2000), “R&D, Foreign Direct Investment and Technology Sourcing” Review of Industrial Organization, 16, 385-397.zh_TW
dc.relation.reference (參考文獻) Criscuolo, C., J. E. Haskel and M. J. Slaughter (2010), “Global Engagement and the Innovation Activities of Firms,” International Journal of Industrial Organization, 28, 191-202.zh_TW
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