高科技策略與競爭動態

High Technology Strategy and Competitive Dynamics

學期

109-1

學分

3 學分

當期課號

5975

永久課號

MBA5036

開課單位

企業管理碩士學位學程

授課教師

蔡蕙安、楊志偉

校區

光復

類別

選修

上課時間表

節	週一
3 10:10–11:00	高科技策略與競爭動態 M116 3 節連堂
4 11:10–12:00
N 12:20–13:10

* 根據陽明交大上課時間表所列

概述

The objectives of this course is for students to 1. Understand the themes in the interdisciplinary studies of economics, IO, strategic management, innovation management. Through the lens of strategic management, technology management and industrial organization, students will learn to think systematically and strategically about achieving competitive advantage. 2. Examine the role of technology and innovation in shaping corporate strategy for competitive dynamics in a global environment. 3. Additional empirical studies are provided to explore how Asian resourceful firms compete against their counterparts in the global market. 4. Be well equipped to do research in this area. The course is taught using a combination of lectures, case analysis, journal and book chapter reading, and class discussion.

先修科目

Nil

評分方式

Grading Schemes: Your score in the course will be based on the following: (1) Class preparation and participation (30%) (2) Group case report (30%) (3) Term project presentation and report (40%)

課程大綱

Industry Analysis
Case Studies of Asian companies
Case Studies of US companies

週次計畫

週次	主題
第 1 週	Course-setup
第 2 週	Taiwan high technology industries and development strategy Vertical disintegration and supply chain HBR study : Apple supply chain
第 3 週	Consumer Internet economy & digital advertisement HBS Case study: Amazon, Apple, Facebook, Google 2018 Brian Yang
第 4 週	Industry and organizational context HBR Case: Silicon Valley Ventures
第 5 週	Constant reinventing core business HBS case : Amazon, 2019 Brian Yang
第 6 週	Taiwan BioICT and digital health (E-health) HBR Case: GE
第 7 週	Industry analysis framework Micro-econometrics overview
第 8 週	Venture capital planning and strategy A. Paul Graham : how to present to investors. B. Unit economics 101+ company valuation; C. Sequoia Capital BP template. Brian Yang
第 9 週	M&A Strategy Internal and external sources of technology Case: ASE Launches Tender Offer to Increase Stake in SPIL
第 10 週	Technological Innovation Challenges HBR Case: Qualcomm Inc.
第 11 週	Sustainable Strategy HBR Case study: Toyata New Business Model Brian Yang
第 12 週	Competitive Interaction: Competition, Collaboration, Coopetition Paper: Cozzolino, Paper: Alessio and Frank T. Rothaermel (2018) “Discontinuities, competition, and cooperation: Coopetitive dynamics between incumbents and entrants,” Strategic Management Journal.
第 13 週	From hardware to SaaS vendor HBS case : Apple Inc + apple's future Brian Yang
第 14 週	Technology commercialization strategies HBR Case: NanoGene Technologies, Inc.
第 15 週	Building competency/capabilities through new product management HBR Case: HTC/Eten
第 16 週	From Game theory to Competitive Strategy
第 17 週	Group Meeting
第 18 週	Final Presentation Diana, Brian

教科書

參考書目與相關網站: 1. White and Burton (2020) The Management of Technology and Innovation, 3rd ed.. 2. Khosrow-Pour, Mehdi (2020) Disruptive Technology: Concepts, Methodoloties, Tools, and Applications, IGI Global. 3. Burgelman, Robert, Clayton Christensen, and Steven Wheelwright (2018) Strategic Management of Technology and Innovation, 5th edition, McGraw Hill. 4. Evans, David S. and Richard Schmalensee《企業觸媒策略》,天下文化 5. 賈伯斯傳 (天下文化) 作者:華特.艾薩克森。原文作者:Walter Isaacson 譯者:廖月娟、姜雪影、謝凱蒂,天下文化,2011/10/24 6. 人工智慧來了,李開復, 王詠剛,天下文化,2017/04/28 7. 點矽成金,何明雄,美國洛杉磯世界日報 8. 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. 9. Harvard Business Review (可自行登錄,含哈佛個案摘要檢索): http://hbr.org/. 10. 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

Office Hours

地點: 綜合一館523
時間: 30 minutes before or after class or by appointment
聯絡方式: Email: Diana@nctu.edu.tw Phone: (03) 5712121 x57673