科學工業園區積體電路廠商策略群組與績效研究

Abstract

自從1970年代初期以來，策略群組(Strategie Group)觀念即廣泛被應用於探討產業結構以及廠商競爭策略與績效之關係，而由於高科技新與產業具有技術層次高、市場變動迅速等特質，相關研究較少涉及。 本研究係以我國積體電路產業為對象，採新竹科學工業園區15家廠商為樣本，並運用因素分析(FactorAnalysis)、集群分析(Cluster Analysis)、變異數分析(ANOVA)及迴歸分析(Regression Analysis)等方法，欲探討下列問題：1)我國IC產業策略群組是否存在？2)倘若策略群組的確存在，不同群組間績效水準是否有顯著差異？3)廠商策略與績效之關係是否隨不同策略群組而有差異？研究結果顯示，廠商因領域投入與資源投入不同，可歸納為兩個策略群組：機動型與整合創新型；其中，機動型廠商獲利能力較高，而策略行為對績效之影響，亦隨不同群組而有所差異。

Since the early 1970s, the concept of Strategic Group has been widely applied to analyse the structure within industries and the relationship between competitive strategies and performance of individual firms. However, due to market instability and technological uncertainty, still very few research was conducted in emergent high-technology industries. This empirical research is focusd on the study of Taiwan's IC industry. Fifteen firms in Hsinchu Science-Based Park were selected. Methods of factor analysis, cluster analysis, analysis of variance and regression analysis were used to analyse the competitive behavior and the relationship between strategic variables and performance. Results show that: 1) the strategic groups within Taiwan's IC industry do exist, 2) difference of profitability between groups is statistically significant, higher profitability is found in firms with focus or differentiation strategies. It also suggests that: 3) firms of two strategic groups have different strategy-performance relationship.