策略群組與公司經營績效之關係—台灣光電產業的實證研究

Strategic Group Membership and Firm Performance：An Empirical Study of Taiwan’s Optoelectronics Industry

10.6342/NTU.2014.02449

鍾明杰

光電產業 ； 策略群組 ； 經營績效 ； Optoelectronics Industry ； Strategic Groups ； Operating Performance

臺灣大學商學研究所學位論文

2014年

碩士

朱文儀

繁體中文

本研究運用策略群組的概念，以台灣光電產業作為研究對象，探討策略群組與公司經營績效之關聯，本研究的主要目的有三： 1.探討光電產業是否有策略群組的存在。 2.探討各策略群組所採取的策略構面之特色。 3.探討隸屬於不同策略群組對公司經營績效之影響。 本研究以資源佈署、領域投入以及競爭優勢三大構面，發展出十一項策略變數進行分析。首先，以兩階段集群分析法區分策略群組，接著以判別分析來驗證策略群組的穩定性，然後再以單因子變異數分析與Scheffe多重比較法探討各群組策略在各構面上的差異，並比較不同群組間的經營績效有何差別，本研究的主要研究發現與結論如下： 1.根據十一個策略變數，可以將光電業廠商區分成四個策略群組，包括：消極反應型、市場領導型、規模領導型，以及產能利用型等。 2.各群組在策略構面上的表現，以市場領導型最佳，規模領導型與產能利用型其次，消極反應型則表現最差。 3.各群組在本研究使用的五項經營績效的表現上，以市場領導型最佳，規模領導型其次，產能利用型次之，消極反應型最差。

This study aims to use the concept of strategic group to investigate the strategic patterns and performance differences of optoelectronics firm in Taiwan. The main purpose of this study are as follows: 1.To investigate the existence of the strategic groups in the optoelectronics industry. 2.To examine the different actions adopted by the member firms affiliated with different strategic groups. 3.To examine whether there exists significant performance differences firms affiliated with different strategic groups. This study first identify three dimensions of strategic actions by firms, including：scope commitments, resource commitments, and competitive advantage. Then 11 strategic variables were developed to measure strategic actions of firms. This study uses two-step cluster analysis, discriminant analysis, one-way ANOVA and Scheffe multiple comparison methods to discriminant strategic group membership and to compare the performance difference between each groups. The main results of this research are as follows: 1.Based on the 11 strategic variables, four strategic groups can be identified in the optoelectronics industry, named as：passive-react groups, market-leader groups, size-leader groups, and capacity-oriented group. 2.Regarding the performance difference of strategic group membership, this study find that the market-leader groups is the best, followed by the size-leader group and capacity-oriented group, and the passive-react group is the worst performer. 3.There are also significant differences among the four 4 groups in market shares, ROA, ROE and net income.

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