臺灣博碩士論文加值系統

中 文 摘 要
本論文旨在探討電腦週邊─光儲存裝置(Optical Storage Device, OSD)產業之演進發展及產業競爭策略。在過去十數年間，我國電腦週邊產業之科技基礎雄厚，成長快速，地位日益重要。在本產業全球市場佔有率逐年提高，產值逐年擴大之同時，更象徵了本產業重要性提高，產業規模逐漸擴大。因此瞭解並分析光儲存裝置產業背景發展與動態變化趨勢，以因應全球產業動態之大競爭策略，實為產業企業家當盡應深刻了解之課題，亦為本研究之目的之一。
本論文利用製造業相關產業分析理論與策略〈如產品平台、產業革命、資源槓桿、適應競爭、適應競爭動態學等〉，搭配產業歷史實證研究、產業發展趨勢分析，深入研究光儲存裝置產業競爭之動態分析，期能從此分析研究中，擷取經驗，並提出核心技術平台的構建與共同延伸策略，以供產業界參考。
基於時間及動態適應競爭之考量，筆者以「核心技術平台」之構建與共同延伸為出發，藉助動態適應競爭之分析，驗證了本研究理論在實務上之可行性，當然，亦冀望本產業各界之持續評估與討論。
最後，本研究針對此一產業發展的經驗與趨勢，提出數點相關建議，以為日後產官學各界，共同努力之方向。
關鍵詞：光儲存裝置、產業平台、產業革命、動態適應、動態競爭策略。

Abstract
Graduate Institute of International Business
National Taiwan University
Name: Steel Su June 2001
Advisor: Dr. M.J. Tang
The Core Technology Platforms:
A Building and Leveraging Strategy for Optical Storage Devices
This study explores the competitive strategy of the optical storage devices (OSD) with a particular focus on the produce development strategy. In the past decade, computer peripheral industry in Taiwan exhibited phenomenal growth due to its technological infrastructure. The OSD industry in Taiwan quickly acquired a lion’s share in the world market and expanded its capacity as a rapid pace and thus has shown its important position in the Taiwanese information industry. One of the major goals of this study is to examine industry background and the dynamic trends in the industry and to study the dynamic competitive strategy in the industry, which may lead to a global leadership position for Taiwanese OSD producers.
This study is based on relevant theories, consults historical reports and develops trend analysis. Finally, this thesis proposes an innovation and dynamic competitive strategy. According to the time-based competition, this study brings up a “core technology platform” construct and a building and stretching strategy. In fact, by the dynamic competition analysis, this technology-platform driven strategy has been adopted by a local company and proved to be successful in reducing the development time of OSD significantly. A number of suggestions are proposed at the end of the thesis.
Keywords: Optical Storage Device, Products Platform, Industry Revolution, Dynamic Competence and Dynamic Strategic Strategy.

目　　　錄
中文摘要 …………………………………………………………….… I
英文摘要 ……………………………………………………………… II
謝　　誌 ……………………………………………………………… III
目　　錄 ……………………………………………………………… IV
圖目錄 ………………………………………………………………… VI
表目錄 ………………………………………………………………... VII
第一章　　緒論 …………………………………………………… … 1
壹、研究動機 …………………………………………………. 1
貳、研究問題 …………………………………………………. 2
參、研究目的 …………………………………………………. 3
肆、研究流程 …………………………………………………. 4
第二章　　相關理論與文獻探討 .…………………………………… 7
壹、相關之理論關點評述 …………………………………… 7
貳、綜合評述 ………………………………………………… 18
第三章　　研究方法 ………………………………………………… 21
壹、研究之範圍 ……………………………………………….. 21
貳、研究架構 ………………………………………………….. 22
參、研究限制 ………………………………………………….. 23
第四章全球光儲存裝置OSD產業之發展概況與未來發展驅勢 25
壹、全球CD-ROM光碟機發展現況與趨勢 …………………. 29
貳、我國CD-ROM光碟機的現況與趨勢 ……………………. 32
參、全球DVD-ROM光碟機發展現況與趨勢 ……………….. 35
肆、我國DVD-ROM 光碟機的現況與趨勢 ………………….. 38
伍、全球CD-R/W光碟機發展現況與趨勢 …………………… 39
陸、我國CD-R/W光碟機發展現況與趨勢 …………………… 41
柒、光儲存裝置的現況與未來 ……………………………... …42
第五章光儲存裝置產業競爭動態分析 …………………………..45
壹、全球CD-ROM光碟機製造廠商分析 …………………… 45
貳、全球CD-ROM光碟機關鍵零組件供應商分析 ………… 53
參、全球CD-ROM光碟機的市場區隔 ……………………… 57
肆、潛在的新進者 ……………………………………………. 63
伍、替代性產品 ………………………………………………. 64
陸、全球DVD-ROM光碟機製造廠商分析 ………………… 64
柒、DVD-ROM 光碟機插曲 ………………………………… 64
捌、全球CD-R/W光碟機製造廠商分析 …………………… 65
玖、結論 ………………………………………………………. 66
第六章光儲存裝置核心技術平台與延伸的動態分析 …………. 67
壹、精密驅動與承載機子系統架構...………………………… 68
貳、電子控制與運算子系統架構 ……………………………. 69
參、光學讀取頭子系統架構 …………………………………. 70
肆、韌體子系統架構 …………………………………………. 71
伍、總結 ………………………………………………………. 77
第七章結論與建議 ………………………………………………. 79
壹、研究之主要貢獻 …………………………………………. 80
貳、本研究未竟之功與缺失…………………………………... 81
參、未來研究努力方向與建議 ………………………………. 82
參考資料 ………………………………………………………………. 83

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