臺灣博碩士論文加值系統

This paper tries to capture the challenges and opportunities facing Motech Industries through the analysis of the solar photovoltaic (PV) industry, its drivers and the strategic implications that they carry for the firm.
Therefore, the following work will explore the multidimensional knowledge and perspectives necessary to assess the economic potential of solar photovoltaic, as well as analyze all the issues related to the solar PV industry performance as a whole and of the Taiwanese solar photovoltaic industry in particular. Motech Solar performance in the last few years will serve us as a showcase of all of those issues.
Finally, we recommend a set of actions that we think appropriate for the firm to overcome those challenges.

Table of Contents
Acknowledgment ii
Summary iii
1. Introduction 1
2. Litterature Review 4
3. Industry Drivers 9
3.1. Energy outlook: toward a paradigm shift? 9
3.1.1 The energy dilemma 11
3.1.2 Global energy supply and consumption 12
3.1.3 The Geological Limits of Fossil Fuels – Hubbert’s Peak 16
3.1.4 Shale Oil and Gas: A short term solution 20
3.1.5 Renewable energies 23
3.2 Technology 25
3.2.1 History 26
3.2.2 Basic semi-conductor physics overview 28
3.2.3 Efficiency and Band-gap impact 30
3.2.4 Fabrication process and supply chain 31
3.2.5 Generations 33
3.3 Understand the current market cycle 35
3.3.1 Installed Technology : potential, limitations, issues and trends 35
3.3.2 The commoditization of PV cells and module 38
3.3.3 The challenge of approaching grid parity 42
3.3.4 A change of competitive landscape 46
3.3.5. A comprehensive framework of the current PV market cycle 50
4. Industry Competition and Firm Level Analysis 53
4.1 Industry Level Competition 53
4.1.1 The surge of vertically integrated companies 53
4.1.2 The Taiwanese PV cell and module industry : the rise and failure of « fast-followers » 58
4.2 Exploring the Motech-TSMC alliance 64
4.3 For a stronger alliance with a shared vision 66
4.3.1. Scenario Building 66
4.3.2 Scenario Description 71
4.3.3 Strategic Option Analysis 75
4.3.4 Action plan 78
5. Conclusion and Discussion 88
6. References 91

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