科技產業分析
Science & Technology Industry Analysis
| 節 | 週二 |
|---|---|
7 15:30–16:20 | 科技產業分析 台北B305 3 節連堂 |
8 16:30–17:20 | |
9 17:30–18:20 |
* 根據陽明交大上課時間表所列
我國高科技產業蓬勃發展對台灣經濟發展的貢獻有目共睹,高科技產業發展的確是支撐台灣經濟的重要骨幹,特別是1987年以來,我國產業結構快速改變,高科技產業的快速發展,不僅填補傳統產業外移之空隙,亦有利於確保出口競爭優勢,並帶動產品附加價值的提升。近年來更隨著國內研發能量與技術能力的提昇,高科技產業產值不斷昇高,佔國內生產毛額比例亦日益增加。台灣高科技業已從早期的單純代工模式(OEM),走向設計代工(ODM)或更進一步發展自有品牌。發展方向也從早期PC、IC至光電產業、兩兆雙星產業,乃至於BIOICT、生物科技產業,許多產品更在國際舞台上佔有一席之地。 本課程的設計藉由分析高科技產業的特性、台灣高科技產業的發展、高科技產業發展與經濟成長之國際比較、研究發展與外溢效果、高科技聚集經濟、資訊科技對高科技產業之貢獻,來探討台灣高科技產業發展的成功經驗,並分析當前台灣高科技產業的競爭策略、垂直整合與垂直分工體系、科技行銷策略分析模式、服務創新模式與設計、多邊平台設計與發展策略、策略思維與策略創新、商業模式的變革與價值創新、驅動企業轉型與成長的BIOICT。
無
TA: 吳佳霖 wanwan0975@gmail.com
Grading Schemes:Your score in the course will be based on the following (1) Class preparation and participation (20%) (2) Assignments: Group case report (30%) (3) Group case presentation and paper presentation (30%) (4) Individual research report (20%)
| 週次 | 主題 |
|---|---|
| 第 1 週 | 課程規劃與背景架構 ─Case study methodology ─IO framework Optional Readings: BP, ch2 PRN, ch1 and ch4 |
| 第 2 週 | 台灣高科技產業發展策略 ─ 蔡蕙安,「台灣高科技產業之發展與相關實證課題探討」 http://www.airitilibrary.com/Publication/alDetailedMesh?docid=10183833-200806-36-2-183-233-a ─ Case: Upgrading the Economy: Industrial Policy and Taiwan’s Semiconductor Industry https://www.hbs.edu/faculty/Pages/item.aspx?num=36951 |
| 第 3 週 | 垂直整合與垂直分工體系 ─Paper: Annalee Saxenian, “Transnational Communities and the Evolution of Global Production Networks: The Cases of Taiwan, China and India.” http://people.ischool.berkeley.edu/~anno/Papers/INDUSTRY&INNOVATION.pdf Optional Readings: HBR Case: Have you Restructured for Global Success BP, ch3 and ch4 PRN, ch7 and ch8 |
| 第 4 週 | 水平整合的擴張策略 ─Case: ASE Launches Tender Offer to Increase Stake in SPIL http://www.taipeitimes.com/News/front/archives/2015/12/23/2003635442 Optional Reading: FTC Merger Guidelines The LCD cartel crystal meeting Department of Justice, “Cartels at Work.” |
| 第 5 週 | 設計規格與標準的競爭策略 ─Case: Antitrust Enforcement against Standard Essential Patents in China:Qualcomm vs Apple http://journals.sagepub.com/doi/abs/10.1177/0003603X17718681 Optional Reading: Anne Layne-Farrar & Jorge Padilla, “Assessing the Link between Standard Setting and Market Power.” |
| 第 6 週 | 研究發展與科技創新策略 ─Thomke, S. "Capturing the Real Value of Innovation Tools." MIT Sloan Management Review 47, no. 2 (2006): 24-32. https://sloanreview.mit.edu/article/capturing-the-real-value-of-innovation-tools/ Optional Readings: Athreye, S. and Godley, A., 2009. Internationalization and technological leapfrogging in the pharmaceutical industry. Industrial and Corporate Change, 18 (2): 295-323. |
| 第 7 週 | 創新聚集的生態園區: Compare industrial clustering in Israel, US and Taiwan ─Engel and Palacio, “Global clusters of innovation: the case of Israel and Silicon Valley,” California Management Review, 2011 http://journals.sagepub.com/doi/10.1525/cmr.2011.53.2.27 Optional Reading: Kelley, Singer, and Herrington (2016) “Global Entrepreneurship Monitor Report.” Case: Networks of Innovators: Silicon Valley v.s. Taiwan Hsinchu Science Park |
| 第 8 週 | Midterm proposal Sign up with TA for your Meeting |
| 第 9 週 | 科技商業化(TechnologyCommercialization)策略 ─HBR Case: Turn You Science into a Business https://hbr.org/2014/11/turn-your-science-into-a-business Optional Readings: HBR Case: NanoGene Technologies, Inc. |
| 第 10 週 | 大數據與企業決策 ─Paper: Lee, Kao and Yang, “Service innovation and smart analytics for Industry 4.0 and big data environment.” https://www.sciencedirect.com/science/article/pii/S2212827114000857 Optional reading: Mikalef, Framnes, Danielsen, Krogstie and Olsen, “Big data analytics capability: Antecedents and business value.” |
| 第 11 週 | 多邊平台設計與發展策略 ─HBR Case: Direct Network Externalities CASE: Adobe Systems Optional Reading: HBR Case: Amazon, Apple, Facebook and Google Direct Network Externalities CASE: Adobe Systems Katz and Shapiro, “Systems Competition and Network Effects,” Journal of Economic Perspectives, 1994 |
| 第 12 週 | 平台經營模式 ─HBR Case: Alibaba Group Wulf, Julie M. "Alibaba Group." Harvard Business School Case 710-436, April 2010. https://www.hbs.edu/faculty/Pages/item.aspx?num=38507 Optional Readings: Goolsbee, “Why the Network Effect is So Striking,” Financial Times,1999 Background Readings: Shapiro and Varian, Information Rules, Chapters 7, 8, 9 (Networks, Compatibility, Standards) HBR Case: The Entrepreneur's Dilemma: Alibaba, Tencent and Amazon as e-Commerce Platforms |
| 第 13 週 | 商業模式的變革與價值創新 ─Christian, S and Johanna Mair. 2007. Profitable Business Models and Market Creation in the Context of Deep Poverty: A Strategic View. Academy of Management Perspectives. Vol.21, Issue 4, 49-63. https://journals.aom.org/doi/10.5465/AMP.2007.27895339 Optional Readings: Case: Disrupting beliefs, A New Approach to Business Model Innovation Case: Google's Generic Strategy & Intensive Growth Strategies HBR Case: How Do Firms Adapt to Discontinuous Change? Bridging the Dynamic Capabilities and Ambidexterity Perspectives HBR: Why Lean Start-up Changes everything |
| 第 14 週 | 策略與國際擴張 ─HBR Case: 全球化全新遊戲規則 https://www.hbrtaiwan.com/article_content_AR0002632.html |
| 第 15 週 | 開放式創新與策略聯盟:BioICT Qian, G., and Li, L. (2003) “Profitability of Small- and Medium-Sized Enterprises in High-Tech Industries: The Case of the Biotechnology Industry,” https://onlinelibrary.wiley.com/doi/pdf/10.1002/smj.344 Optional Readings: Sur, Arunodoy (2016) “What?is?open?innovation?why?its?the?future?of?biotech ?industry” “Competing through Join Innovation,” MIT Sloan Management Review |
| 第 16 週 | 專利佈局與 IPP 策略 ─Case: Intellectual Property Search Work Session Optional Reading: Anne Layne-Farrar & Jorge Padilla, “Assessing the Link between Standard Setting and Market Power.” Besen, Stanley M., and Leo J. Raskind. "An Introduction to the Law and Economics of Intellectual Property." Journal of Economic Perspectives 5, no. 1 (1991): 3-27. |
| 第 17 週 | 科技創新的浪潮:AI、WearableDevice、DrivelessCar、Drone Case: ─Apple's Future: Apple Watch, Apple TV, and/or Apple Car? https://www.hbs.edu/faculty/Pages/item.aspx?num=49343 |
| 第 18 週 | Final Presentation |
參考書目與相關網站: 1. Burgelman, Robert, Clayton Christensen, and Steven Wheelwright (2018) Strategic Management of Technology and Innovation, 5th edition, McGraw Hill. 2. Evans, David S. and Richard Schmalensee《企業觸媒策略》,天下出版社。 3. Norsworthy, J.R. and Diana H. Tsai (1998) Macroeconomic Policy as Implicit Industrial Policy: Its Industry and Enterprise Effects, Boston/Dordrecht/London: Kluwer Academic Publishers. 4. 陳和全(2012)《產業經濟與策略》,指南書局。 5. Harvard Business Review (可自行登錄,含哈佛個案摘要檢索): http://hbr.org/. 6. 政治大學商學院哈佛個案發行中心: http://www.cases.nccu.edu.tw/harvard/tw/00/Help.aspx
- 地點
- B302-2
- 時間
- Office hour: T 3-5pm or by appointment
- 聯絡方式
- Phone: 23812386 x57631 Email: tsaidn@gmail.com