2. 產業分析 - · PDF file23 2. 產業分析 2.1 產業分析的重要性 產業分析的目的在於對產業的結構、產業的市場與技術生命週期、競爭情勢、

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    2.

    2.1

    Kenneth R. Andrews (Strength)(Weakness)(Opportunity)(Threat)

    SWOT Porter (1980) (Competitive Model)

    (National Portfolio)

    2.2

    ()()()()()(--)() () ()

    () (Locus of industrial leadership)(Sources ofcompetitive advantage) (infrastructure)

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    () ()

    2.3

    () BCG (BCG & GE Model)() () GE (BCG & GE Model)() Porter () Porter Value Chain Model() SWOT () Aaker () ()(

    -)()

    2.4

    (2003)

    1.2.3.4.5.

    1.2.

    1. S-Curve 2.IP

    1.2.3.

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    4.5.

    6.7.8.9.

    1.2. S-Curve 3.

    4.

    5.locus of industrial leadership

    6.SWOT

    7.(IIR& Portfolio analysis)

    2.5

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    (market segment)(consumer market)(organization

    market)(industrial market)(business market)

    (producer markets)(reseller markets)(government markets)(institutional markets)

    (focus)

    (Cause and Effect Diagram)

    (Fish Bone Chart) 2.5-1

    4M (Man, Method, Materials, Machines)

    Man Method

    Materials Machines

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    2-1

    (Value Chain) Michael Porter 1985 (ValueActivity)

    Porter (Primary Activities)(Support Activities)

    ()()(-)()()

    Porter

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    (Industrial Life Cycle Model) 2.5-2

    2-2

    1.(embryonic stage)

    2.(growth)

    3.

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    4.

    1.Daft & Lengel (1986)

    Robock & Simmonds (1983)Kast & Rosenzweig (1997)

    Sharif (1988)

    Souder (1987)

    Know-how 2.

    4 Sharif (1988)

    (1) (Technoware)(2) (Humanware)

    (3) (Inforware)

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    (4) (Orgaware)

    3.

    S-curve(1)

    S-curve

    S-curve

    S-curve R&D

    (2)(2003)

    (3)

    2.5-1

    2-1

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    1950 Moore (1995) 2.5-3

    2-3

    Moore, G.A., Inside the Tornado, pp.136,1995.

    1.

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    2.

    3.

    4.

    Abernathy and Utterback1982

    1.

    2.

    3.

    2.5-2

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    2-2

    Utterback, J.M., Mastering the Dynamics of Innovation ,pp.94- 5,199

    (institution)

    (clustering)

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    Porter(1990)

    (resources) (institution)

    ()

    2.6 SWOT

    SWOT StrengthsWeaknessesOpportunities Threats

    SWOT Weihrich 1982 matrix( 2.6-1) Weihrich SWOT matchingSO "Maxi-Maxi"WO "Mini-Maxi"ST "Maxi-Mini"WT "Mini-Mini"()( SWOT )()()

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    2-1 SWOT

    (S) (W)

    O SO:Maxi-Maxi WO:Mini-Maxi

    T ST:Maxi-Mini WT:Mini-Mini

    SWOT

    SWOT

    SWOT SWOT 22

    1. SO:Maxi-Maxi)

    2. ST:Maxi-Mini)

    3. WO:Mini-Maxi)

    4. WT:Mini-Mini)

    2.7 Aaker

    Aaker KSF (Sustainable competitiveAdvantages , SCAs)

    1. 2. 3. Aaker KSF KSF

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    KSF KSF( SCAs)

    2.8

    Michael Porter(1990)2.7-1

    ()()

    2-1

    Poter, M.E., The Competitive Advantage of Nations , Free Press, NewYork, pp.127,1990.

    Porter

    1.

    2. 3.

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    4.

    5.

    6.

    Porter

    2.9

    Porter (1980)

    ()( L )( A )()(- )()

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    2-1 Porter

    1.

    2.

    3.

    4.

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    /

    5.

    Richard DAvani (1994) (Hypercompetitive)

    2.10 Andrew Grove

    Intel Andrew S. Grove(1996) Porter(1980)

    :1.2.3.4.5.(substitution)6.

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    :()()()()()()()

    :()()()()()()

    :()()()()()

    Aaker(1988)

    :

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    ()()()()()()()()

    :()()()

    Intel Andrew Grove Porter

    2.11 (BCG Matrix)

    85

    Boston Consulting Group 1970 BCG /Product Portfolio Matrix

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    (S)

    2-1 BCG BCG(Boston Consultant Group)Growth-Share Matrix

    :a. (question marks):

    b. (stars):c. (cash cow): 10%;

    d. (dogs):

    2.12

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    ()

    10 () 10 `()(Allen W. Rucker)

    (1994)

    CI ()

    A B A A A

    ()

    1. ( A. W. Rucker ) ( Production Value )

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    2. ( M. R. Lehmann )( Created Value )

    3. ( Peter F. Drucker )( Contribution Value )

    (Economic Value Added, EVA) SternStewart & Co. 1991

    EVA

    1. BennetLinda (1995)EVA ( Economic Value )

    ( Invested capital ) 12%

    EVA ( shareholder value )

    2.Gressel, Mark (1996)(EVA)

    (Residual 1ncome)

    EVA EVA

    EVA

    2.13

    1. 92

    2.

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    92

    1. 90

    2. 91

    BCG1. S

    91 SWOT1.

    93 2. SWOT

    91 3.

    92 4.

    92

    1. L 92

    2. A 91

    3. 92

    4. - 92

    5. 93

    1. 92

    2. 92

    3. - 92

    4.

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    92 5.

    92

    1. 89

    2. 91

    3. 89

    4. 90

    5. 89

    6. -- 93

    1. 91

    1. 92

    2. - 92

    3. 92