能源服務業（ESCO）之策略分析

Abstract

本研究之主要架構以產業組合分析為基礎，建構能源服務業( ESCO )產業之競爭策略，以市場成長曲線與能源服務業( ESCO )產業價值鏈為區隔變數。透過此一分析區隔出能源服務業( ESCO )產業之定位，並利用產業創新需求要素分析模式及產業專家之意見調查，分析歸納出發展能源服務業( ESCO )產業的關鍵成功要素，提出台灣能源服務業( ESCO )未來發展的可能經營策略。 分析後結果得出，能源服務業( ESCO )產業目前介於在市場成長曲線的萌芽期及成長期之間，以及產業價值鏈中的生產製造部分；未來冀望針對市場應用端持續投入，使能源服務業( ESCO )產業順利進展到市場應用的成長期，並利用生產製造及研發的成果向市場應用的部分邁進。 為輔助台灣能源服務業( ESCO )產業成長，本研究根據產業創新需求要素與政策類型的分析結果得到，政府需要優先提供與加強的要素有：「國家基礎研究能力」、「國家整體對創新的支持」、「政府對產業政策的訂定」、「政府對產業創新的支持」、「建立系統標準」、、「需求量大的市場」、「專門領域的研究人員」、「研究團隊整合能力」。

This thesis reports on a strategic analysis of the development of Energy Service Companies. A portfolio model is used to assess the strategic positioning entailing a 2-dimensional analysis, containing market s-curve (vertical axis) and the value chain (horizontal). Three research methods used for data collection are literature review, expert interview, and general survey. Research results reveal that the Energy Service Companies are positioned between the burgeoning and growing phase of the market s-curve, and also at the manafaturing area of the value chain. The future prospects should be more toward at the position of the market application phase, and base on the research and development results and manufacturing experience to move to the market applications phase. Evaluating the Industrial Innovation Requirements and Policy Tools leads to a conclusion that the most critical categories of policy instruments are “Nation fundamental research capability”, “Support of innovation from the all Nation”, “The Government’s policies for industry”, “The support of Government for industry innovation”, “Setting system standard”, “Strong demand market”, “Special area researchers”, “Integration capability of research teams”. The corresponding policy instruments in support of developing IIRs are provided in the conclusion of this thesis.