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A Comparative Case Study of Strategic Entrepreneurship of CMO and AUO 洪志瑋、劉子歆

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A Comparative Case Study of Strategic Entrepreneurship of CMO and AUO 洪志瑋、劉子歆

E-mail: 9500910@mail.dyu.edu.tw

ABSTRACT

ABSTRACT Understanding value creation and competitive advantage through networks is an important issue for both

entrepreneurial management and strategic management. Prior research often consider network a crucial channel of complementary resource for value creation and reinforcement of competitive advantage. Drawing on a comparative case study of CMO and AUO, this paper explores the exploitation of complementary resources through networks can decrease uncertainties and create value. On the other hand, this case study shows that the utilization of networks should be accurately adjusted to market demand. For instance, AUO used the horizontal network to meet market demands of different size of TFT-LCD in 2001, which outperforms the vertical network of CMO ignored market demands of small and medium sizes of TFT-LCD in 2000. Implications for research and practices are described.

Keywords : Strategic Entrepreneurship ; Uncertainty ; Network ; AUO ; CMO Table of Contents

第一章 導論 1 第一節 研究背景與動機 1 第二節 研究流程 4 第三節 論文結構 6 第二章 理論背景 7 第一節 策略創業 8 第二 節 不確定性 14 第三節 網絡 17 第三章 研究方法 22 第一節 研究對象 22 第二節 個案研究方法 22 第三節 資料來源與彙整 23 第四節 資料分析方法 27 第五節 信度與效度分析 29 第四章 個案分析 31 第一節 友達光電 31 第二節 奇美電子 43 第三節 比 較個案分析 53 第五章 結論與建議 64 第一節 研究結論 64 第二節 研究貢獻與建議 65 參考文獻 67 附錄 80 附錄一 國內大 型TFT-LCD廠商相關資料表 80 附錄二 各研究機構對液晶電視需求之預估 81 附錄三 TFT面板上中下游產業關聯性 82 附 錄四 友達創業發展過程之年表 83 附錄五 奇美創業發展過程之年表 88 附錄六 訪談記錄(一) 92 訪談記錄(二) 99 訪談 記錄(三) 113 訪談記錄(四) 116 訪談記錄(五) 131 圖目錄 圖1-1 五家面板廠商營業額之比較 2 圖1-2 2004年面板廠 商市場占有率 3 圖1-3 研究流程圖 5 圖2-1 理論架構圖 7 表目錄 表2-1 創業精神之定義 13 表3-1 受訪者目錄 24 表3-2 個案研 究資料庫目錄 25 表3-2 個案研究資料庫目錄(續) 26 表3-3 本論文之證據鏈 27 表3-4 研究設計的檢測準則 29 表4-1 面板五 虎產品廣度之比較 34 表4-2 數位電視開播時間表 47 表4-3 友達與奇美網絡策略行動過程之比較 54 表4-3 友達與奇美網絡策 略行動過程之比較(續) 55 表4-3 友達與奇美網絡策略行動過程之比較(續) 56 表4-3 友達與奇美網絡策略行動過程之比 較(續) 57 表4-4 友達與奇美在不確定下網絡策略利用之異同 58

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