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題名 後進SOC企業經營策略本質的思考
作者 吳文義
Wu, Wen Yi
貢獻者 李仁芳
吳文義
Wu, Wen Yi
關鍵詞 系統單晶片
晶片設計公司
光碟機
DVD播放機
數位電視機
手機
後進者
經營策略
利潤彈性
策略本質
策略分析
行銷理論
動態能耐
訂價理論
聯發科技
聯發科
system on chip
fabless IC design house
optical storage
DVD player
digital TV
mobile handset
late comer
management strategies
profit elasticity
strategy essence
strategy analysis
marketing theory
dynamic capabilities
pricing theory
MediaTek
MTK
日期 2008
上傳時間 17-四月-2012 09:12:40 (UTC+8)
摘要 本研究的個案是系統單晶片企業,系統單晶片是電子系統的核心,因此該企業對於下游電子產品的發展扮演著舉足輕重的角色,是積體電路產業價值鍊最高價值的一環。本研究的主要目的是藉著一個極為成功的系統單晶片設計公司的成長軌跡與其相關的產業歷史,透過還原當時的時空環境了解並分析其經營策略的本質,以建立適合系統單晶片設計公司之經營策略本質的分析架構,同時實證其分析的結果,藉以尋求其研究問題「後進者的成功經營策為何?」的解答,並從個案企業的歷史中找出常被忽略的寶貴的經營智慧,而另一目的是能夠藉著收集具有時間標記的經營事件,提供豐富的研究素材給有興趣系統單晶片設計產業做更進一步或其他主題的研究。
一開始的動機是為了解答「後進者的成功經營策為何?」這個問題,但研究之後發現這是一個很有可能沒有通用解的問題,因此本研究轉從「策略本質的思考」出發,試著從個案公司的各個不同系統單晶片產品及其下游相關的產業的事件中,進行分析、推理、歸納與實證所關心的議題,其中個案分析主要包括四個產業:(一)光碟機產業;(二)DVD播放機產業;(三)數位電視機產業;(四)手機產業。其中每一個產業的故事都以某一個案的企業發展為中心,以時間的先後呈現,描述當時的產業環境、企業狀態、決策的因果關係,以及如何執行與執行結果。為了解答「後進者的成功經營策為何?」這個的大問題,同時從個案的分析與理論推論研究,從不同方向的思考並嚴謹的歸納與分析提出以下的研究發現:(一)從行銷理論分析策略本質;(二)以利潤方程式分析策略本質;(三)SOC晶片訂價策略;(四)從動態能耐的架構分析策略本質;(五)後進者的經營策略;(六)成長與新產品選擇的策略;(七)經營智慧的闡述。希望能提供企業經營者策略思考的架構,而建構出適合自己的經營策略。
本研究藉著邱志聖「行銷理論」中產品的「外顯」與「內隱」之價值分析方法,發展出「(一)從行銷理論分析策略本質」之研究發現中一系列的理論,並以此為基礎,輔助論證其他的研究發現,再根據「利潤彈性」的定義,提出可以以嚴謹的數學証明的一系列有關訂價的創新的理論,以此為基礎進而提出「(三)SOC晶片訂價策略」,再藉著「(四)從動態能耐的架構分析策略本質」的個案研究,發現組織的能耐與低成本優勢有的強烈的相關性,整合以上相關的研究發現,進而提出「(五)後進者的經營策略」,以創新「先進者支援的兩難」理論為切入點,並根據以上研究的結論,提出「後進者的成功經營策為何?」的參考解答。當企業成功之後,必然會面臨成長的困境,因此本研究從個案的深入分析,提出所應採取的「(六)成長與新產品選擇的策略」,以及最後提醒經營者一些知易行難的「(七)經營智慧的闡述」。
根據TEEC的「動態能耐」的理論,企業的策略深受「路徑相依性」的影響,且當不同企業的內部狀態或外部環境不同時其所需的策略也不一樣,因此後進者僅採用模仿的策略是不易成功,所以企業必需要思索適合自身的策略,並透過策略本質的分析,檢驗其策略是否有效,然而任何策略分析的方法都有其盲點,因
此分析或擬定策略時要依據競爭對手與產業特性選數種適合分析的架構進行分析,才能夠互相印證與互補,並思考其矛盾之處以避免致命的盲點,因此本論文提出專為系統單晶片設計企業策略本質的思考之架構以檢驗其策略有效性。
The System on Chip (SOC) is the core of the electric system of an electric end product. Therefore, the firms that design and produce the SOC play the critical role in the development of the end product and contribute the most valuable part in the IC industry chain. The purposes of this paper are to develope the strategies and wisdoms of management as well as the frame structure for analyzing the essence of management strategies for the late comer. In the case study, there are the companies have been very successful in the world. In the cases, there are a lot of time-marked traces of the growth of the successful firm and its related industry history so that we can clarify what and why the strategies were executed at that time by analyzing the sequences of the management decisions and their consequences. Additionally, I hope the case stories can be utilized for the further research or another related research.
Initially in this research we focused only on the topic of the question“What are the effective management strategies for the late comer”. However, after further studies we found that the general answers for the big question might not exit; therefore, we adjusted the research direction and converted to focus on the topic of the essence of the analysis of the management strategies. In the studied case, there are four different kinds of SOC products including optic storage chip, DVD player chip, digital TV chip and handset chip and their related industries. In the story of each product case, the main stream of the story keeps close track of the situation of the management decisions making, the status of the execution by the studied firms and their consequences in timing sequence so that the evolution of the environment of the firms and the industries can be shown clearly. To study for the answer of the big question “What are the effective management strategies for the late comer”, firstly we analyze the cases and simultaneously study the related theories. Secondly we transform the big question into the following seven research subtopics: (1) Analyzing the essence of the management strategies based on the marketing promotion theory, (2) Analyzing the essence of the management strategies by the net profit, (3) Pricing strategies for the SOC products, (4) Analyzing the essence of the management strategies by the perspective of the“Dynamic capabilities”, (5) Management strategies for the late comer, (6) Strategies for the growth and new products selection, and (7) Wisdom of management. Finally, we hope this thesis can provide managers with the frame structure for both thinking and analyzing the strategies so that managers can develop the best strategies for themselves.
There are some kinds of logical relation among the theories developed in the above subtopics. The foundation of theories of“Analyzing the essence of the management strategies”is the value proposition that bases on the analysis of the explicit value and implicit value in the marketing promotion theory. Theories of“Analyzing the essence of the management strategies”are one of the most fundamental pillars that support the other theories in this thesis. According to the definition of elasticity of net profit in this thesis, we can deduce some innovative and valuable theories by the rigid mathematical reasoning. Furthermore, we can develop the innovative theories “(3) Pricing strategies for the SOC product”. In addition to developing the above theories, we apply the theory of “Dynamic capabilities” to analyze the strategies in the case stories to find the effective cost advantage is supported by the capabilities of organization with effectiveness and efficiency. We integrate the above theories to propose “(5) Management strategies for the late comer”. A firm will eventually confront the saturation of the growth after its successful startup. To solve this issue, we base on the deep investigation of the cases and some theories developed in this thesis, we propose “(6) Strategies for growth as well as new products selection”. Finally from the case stories, we abstract some both valuable and critical wisdoms that are easy understood but they are hard to be practiced due to the human natural weakness.
According to “Dynamic Capabilities and Strategic Management” by TEECE, the strategies for a firm strongly depend on the path that the firm has experienced, thus the imitative strategies from its rival is usually not effective just because their paths they passed are different, not to mention that neither their environments nor the conditions of the firms are totally different. Therefore, a firm works out any strategies and then its managers have to carefully check the effectiveness of the strategies by analyzing their essence of the strategies and then modify them before they are executed. However, any framework for analyzing strategy has its blindspots. To avoid the strategic blindspots, we have to use several different and suitable frameworks to analyze the strategies, and then check if there are any conflicts among the results from different frameworks analyzing, we have to deliberate to find why and how to solve the conflicts. Therefore, we develop a new frame work that appropriately analyzes the strategies of both the SOC firm-level and their products with a totally different perspective
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董乃文,2003,《技術創新策略、產業環境與競爭優勢之間關係研究-以IC設計產業危研究對象》,南台科技大學企業管理研究所碩士學位論文。
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描述 碩士
國立政治大學
經營管理碩士學程(EMBA)
93932917
97
資料來源 http://thesis.lib.nccu.edu.tw/record/#G0939329171
資料類型 thesis
dc.contributor.advisor 李仁芳zh_TW
dc.contributor.author (作者) 吳文義zh_TW
dc.contributor.author (作者) Wu, Wen Yien_US
dc.creator (作者) 吳文義zh_TW
dc.creator (作者) Wu, Wen Yien_US
dc.date (日期) 2008en_US
dc.date.accessioned 17-四月-2012 09:12:40 (UTC+8)-
dc.date.available 17-四月-2012 09:12:40 (UTC+8)-
dc.date.issued (上傳時間) 17-四月-2012 09:12:40 (UTC+8)-
dc.identifier (其他 識別碼) G0939329171en_US
dc.identifier.uri (URI) http://nccur.lib.nccu.edu.tw/handle/140.119/52750-
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) 93932917zh_TW
dc.description (描述) 97zh_TW
dc.description.abstract (摘要) 本研究的個案是系統單晶片企業,系統單晶片是電子系統的核心,因此該企業對於下游電子產品的發展扮演著舉足輕重的角色,是積體電路產業價值鍊最高價值的一環。本研究的主要目的是藉著一個極為成功的系統單晶片設計公司的成長軌跡與其相關的產業歷史,透過還原當時的時空環境了解並分析其經營策略的本質,以建立適合系統單晶片設計公司之經營策略本質的分析架構,同時實證其分析的結果,藉以尋求其研究問題「後進者的成功經營策為何?」的解答,並從個案企業的歷史中找出常被忽略的寶貴的經營智慧,而另一目的是能夠藉著收集具有時間標記的經營事件,提供豐富的研究素材給有興趣系統單晶片設計產業做更進一步或其他主題的研究。
一開始的動機是為了解答「後進者的成功經營策為何?」這個問題,但研究之後發現這是一個很有可能沒有通用解的問題,因此本研究轉從「策略本質的思考」出發,試著從個案公司的各個不同系統單晶片產品及其下游相關的產業的事件中,進行分析、推理、歸納與實證所關心的議題,其中個案分析主要包括四個產業:(一)光碟機產業;(二)DVD播放機產業;(三)數位電視機產業;(四)手機產業。其中每一個產業的故事都以某一個案的企業發展為中心,以時間的先後呈現,描述當時的產業環境、企業狀態、決策的因果關係,以及如何執行與執行結果。為了解答「後進者的成功經營策為何?」這個的大問題,同時從個案的分析與理論推論研究,從不同方向的思考並嚴謹的歸納與分析提出以下的研究發現:(一)從行銷理論分析策略本質;(二)以利潤方程式分析策略本質;(三)SOC晶片訂價策略;(四)從動態能耐的架構分析策略本質;(五)後進者的經營策略;(六)成長與新產品選擇的策略;(七)經營智慧的闡述。希望能提供企業經營者策略思考的架構,而建構出適合自己的經營策略。
本研究藉著邱志聖「行銷理論」中產品的「外顯」與「內隱」之價值分析方法,發展出「(一)從行銷理論分析策略本質」之研究發現中一系列的理論,並以此為基礎,輔助論證其他的研究發現,再根據「利潤彈性」的定義,提出可以以嚴謹的數學証明的一系列有關訂價的創新的理論,以此為基礎進而提出「(三)SOC晶片訂價策略」,再藉著「(四)從動態能耐的架構分析策略本質」的個案研究,發現組織的能耐與低成本優勢有的強烈的相關性,整合以上相關的研究發現,進而提出「(五)後進者的經營策略」,以創新「先進者支援的兩難」理論為切入點,並根據以上研究的結論,提出「後進者的成功經營策為何?」的參考解答。當企業成功之後,必然會面臨成長的困境,因此本研究從個案的深入分析,提出所應採取的「(六)成長與新產品選擇的策略」,以及最後提醒經營者一些知易行難的「(七)經營智慧的闡述」。
根據TEEC的「動態能耐」的理論,企業的策略深受「路徑相依性」的影響,且當不同企業的內部狀態或外部環境不同時其所需的策略也不一樣,因此後進者僅採用模仿的策略是不易成功,所以企業必需要思索適合自身的策略,並透過策略本質的分析,檢驗其策略是否有效,然而任何策略分析的方法都有其盲點,因
此分析或擬定策略時要依據競爭對手與產業特性選數種適合分析的架構進行分析,才能夠互相印證與互補,並思考其矛盾之處以避免致命的盲點,因此本論文提出專為系統單晶片設計企業策略本質的思考之架構以檢驗其策略有效性。
zh_TW
dc.description.abstract (摘要) The System on Chip (SOC) is the core of the electric system of an electric end product. Therefore, the firms that design and produce the SOC play the critical role in the development of the end product and contribute the most valuable part in the IC industry chain. The purposes of this paper are to develope the strategies and wisdoms of management as well as the frame structure for analyzing the essence of management strategies for the late comer. In the case study, there are the companies have been very successful in the world. In the cases, there are a lot of time-marked traces of the growth of the successful firm and its related industry history so that we can clarify what and why the strategies were executed at that time by analyzing the sequences of the management decisions and their consequences. Additionally, I hope the case stories can be utilized for the further research or another related research.
Initially in this research we focused only on the topic of the question“What are the effective management strategies for the late comer”. However, after further studies we found that the general answers for the big question might not exit; therefore, we adjusted the research direction and converted to focus on the topic of the essence of the analysis of the management strategies. In the studied case, there are four different kinds of SOC products including optic storage chip, DVD player chip, digital TV chip and handset chip and their related industries. In the story of each product case, the main stream of the story keeps close track of the situation of the management decisions making, the status of the execution by the studied firms and their consequences in timing sequence so that the evolution of the environment of the firms and the industries can be shown clearly. To study for the answer of the big question “What are the effective management strategies for the late comer”, firstly we analyze the cases and simultaneously study the related theories. Secondly we transform the big question into the following seven research subtopics: (1) Analyzing the essence of the management strategies based on the marketing promotion theory, (2) Analyzing the essence of the management strategies by the net profit, (3) Pricing strategies for the SOC products, (4) Analyzing the essence of the management strategies by the perspective of the“Dynamic capabilities”, (5) Management strategies for the late comer, (6) Strategies for the growth and new products selection, and (7) Wisdom of management. Finally, we hope this thesis can provide managers with the frame structure for both thinking and analyzing the strategies so that managers can develop the best strategies for themselves.
There are some kinds of logical relation among the theories developed in the above subtopics. The foundation of theories of“Analyzing the essence of the management strategies”is the value proposition that bases on the analysis of the explicit value and implicit value in the marketing promotion theory. Theories of“Analyzing the essence of the management strategies”are one of the most fundamental pillars that support the other theories in this thesis. According to the definition of elasticity of net profit in this thesis, we can deduce some innovative and valuable theories by the rigid mathematical reasoning. Furthermore, we can develop the innovative theories “(3) Pricing strategies for the SOC product”. In addition to developing the above theories, we apply the theory of “Dynamic capabilities” to analyze the strategies in the case stories to find the effective cost advantage is supported by the capabilities of organization with effectiveness and efficiency. We integrate the above theories to propose “(5) Management strategies for the late comer”. A firm will eventually confront the saturation of the growth after its successful startup. To solve this issue, we base on the deep investigation of the cases and some theories developed in this thesis, we propose “(6) Strategies for growth as well as new products selection”. Finally from the case stories, we abstract some both valuable and critical wisdoms that are easy understood but they are hard to be practiced due to the human natural weakness.
According to “Dynamic Capabilities and Strategic Management” by TEECE, the strategies for a firm strongly depend on the path that the firm has experienced, thus the imitative strategies from its rival is usually not effective just because their paths they passed are different, not to mention that neither their environments nor the conditions of the firms are totally different. Therefore, a firm works out any strategies and then its managers have to carefully check the effectiveness of the strategies by analyzing their essence of the strategies and then modify them before they are executed. However, any framework for analyzing strategy has its blindspots. To avoid the strategic blindspots, we have to use several different and suitable frameworks to analyze the strategies, and then check if there are any conflicts among the results from different frameworks analyzing, we have to deliberate to find why and how to solve the conflicts. Therefore, we develop a new frame work that appropriately analyzes the strategies of both the SOC firm-level and their products with a totally different perspective
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dc.description.tableofcontents 第一章 、緒論 1
第一節、研究動機 1
第二節、研究目的與研究問題 4
第二章 、文獻探討 5
第一節 、前言 5
第二節 、策略本質的學說的探討 7
第三節 、SOC晶片的行銷的理論 10
第四節 、利潤方程式與策略本質的連結 12
第五節 、高科技產品的訂價策略 14
第六節 、動態能耐的介紹 15
第七節 、後進者的策略思考 17
第八節 、高科技產品的策略思考 19
第三章 、研究設計 20
第一節 、研究架構 20
第二節 、研究個案的選擇與資料的蒐集 23
第三節 、研究限制 24
第四章、個案研究 25
第一節、W公司發展策略 25
4.1.1 W公司草創的組織發展 25
4.1.2 第一次組織大變革 28
4.1.3組織發展的策略 33
4.1.4成長的策略 36
4.1.5企業文化 39
4.1.6朝通訊發展 43
4.1.7 人才策略 45
第二節、光碟機IC產業 48
4.2.1創業的準備 48
4.2.2草創時期 50
4.2.3 CDROM的時代 56
4.2.4 CDROM到DVDROM的世代交替 60
4.2.5 DVD-ROM的歷史 63
4.2.6 CDRW的歷史 65
4.2.7上市前後的組織與文化 67
4.2.8 快速因應競爭環境的改變 72
4.2.9 DVDRW的時代 76
4.2.10成為真正的領先者 78
4.2.11 漫長等待藍光光碟機的來臨 80
第三節 DVD播放機IC產業 91
4.3.1 DVD播放器市場產業概況 91
4.3.2 W公司DVD播放機晶片成長歷程 95
4.3.3 DVD播放機產業成熟期 101
第四節、數位電視IC產業 106
4.4.1數位電視產業概述 106
4.4.2 W公司數位電視IC進入市場的策略與組織 108
4.4.3 數位電視晶片成熟期 114
4.4.4 W公司數位電視事業部的困境 119
第五節、手機產業 123
4.5.1 W公司手機晶片初期的發展的困競 123
4.5.2 中國手機的通路環境 127
4.5.3獨特的中國手機市場 130
4.5.4 W公司的手機經營策略 134
4.5.5 山寨機市場的興衰 136
4.5.6 中國手機設計產業的興衰 142
4.5.7 手機晶片市場的激烈變動 146
4.5.8 3G的產業環境 159
4.5.9 Qualcomm取代TI成為手機新霸主 165
4.5.10晶片廠商Beyond 3G的策略 167
4.5.11智慧手機的時代 173
4.5.12各家晶片廠商的智慧手機平台 176
4.5.13 W公司手機晶片的競爭策略 179
4.5.14 GSM/GPRS/EDGE低價策略竸爭群 182
第五章、研究發現 191
第一節、以行銷理論分析策略本質 191
5.1.1前言 191
5.1.2 研究發現 193
第二節、以利潤方程式分析策略本質 206
5.2.1前言 206
5.2.2研究發現 206
第三節、SOC晶片訂價策略 212
5.3.1前言 212
5.3.2研究發現 213
第四節、動態能耐分析策略本質 231
5.4.1前言 231
5.4.2研究發現 232
第五節、後進者的經營策略-重組價值活動 250
5.5.1前言 250
5.5.2研究發現 251
第六節、成長與新產品選擇的策略 262
5.6.1前言 262
5.6.2研究發現 263
第七節、成功的經營智慧 270
5.7.1前言 270
5.7.2研究發現 270
第六章、結論與建議 279
第一節、研究結論與應用 280
第二節、策略分析的應用與研究建議 290
參考文獻 293
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dc.language.iso en_US-
dc.source.uri (資料來源) http://thesis.lib.nccu.edu.tw/record/#G0939329171en_US
dc.subject (關鍵詞) 系統單晶片zh_TW
dc.subject (關鍵詞) 晶片設計公司zh_TW
dc.subject (關鍵詞) 光碟機zh_TW
dc.subject (關鍵詞) DVD播放機zh_TW
dc.subject (關鍵詞) 數位電視機zh_TW
dc.subject (關鍵詞) 手機zh_TW
dc.subject (關鍵詞) 後進者zh_TW
dc.subject (關鍵詞) 經營策略zh_TW
dc.subject (關鍵詞) 利潤彈性zh_TW
dc.subject (關鍵詞) 策略本質zh_TW
dc.subject (關鍵詞) 策略分析zh_TW
dc.subject (關鍵詞) 行銷理論zh_TW
dc.subject (關鍵詞) 動態能耐zh_TW
dc.subject (關鍵詞) 訂價理論zh_TW
dc.subject (關鍵詞) 聯發科技zh_TW
dc.subject (關鍵詞) 聯發科zh_TW
dc.subject (關鍵詞) system on chipen_US
dc.subject (關鍵詞) fabless IC design houseen_US
dc.subject (關鍵詞) optical storageen_US
dc.subject (關鍵詞) DVD playeren_US
dc.subject (關鍵詞) digital TVen_US
dc.subject (關鍵詞) mobile handseten_US
dc.subject (關鍵詞) late comeren_US
dc.subject (關鍵詞) management strategiesen_US
dc.subject (關鍵詞) profit elasticityen_US
dc.subject (關鍵詞) strategy essenceen_US
dc.subject (關鍵詞) strategy analysisen_US
dc.subject (關鍵詞) marketing theoryen_US
dc.subject (關鍵詞) dynamic capabilitiesen_US
dc.subject (關鍵詞) pricing theoryen_US
dc.subject (關鍵詞) MediaTeken_US
dc.subject (關鍵詞) MTKen_US
dc.title (題名) 後進SOC企業經營策略本質的思考zh_TW
dc.type (資料類型) thesisen
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