臺灣博碩士論文加值系統

本研究主旨在探討當企業面臨成長的瓶頸時，為何會選擇太陽能產業做為企業再一次成長的動力。藉由了解太陽能產業本身的產品結構與特性，以掌握太陽能的市場趨勢與未來產業前景。再透過觀察德、美、中國大陸與台灣的太陽能電池業者的發展模式與經營策略，分析太陽能產業的成功策略。接著將產業趨勢與分析出的成功策略加以結合，藉以探討個案公司的策略、加以分析並給予評論。最後則是對所有有意願跨入太陽能產業的台灣廠商給予建議，想要在高成長的太陽能產業裡立足，除了穩定的品質外，唯有透過新技術或上下游整合所創造出的有競爭力的成本才是擴大版圖最主要的武器，尤其未來政府的補助日益減少，數年內矽晶型太陽能產業即將面臨擴產過速所導致的產業泡沫。如果新設公司的技術可以突破現有技術、產能可以配合景氣波動調整，加上充足的資金以渡過景氣低點，將會讓企業在太陽能產業中不斷的成長茁壯，無往不利。

This research aims to examine when enterprises are facing the bottleneck of growth, why electronics companies choose solar industry as another engine for business growth. By understanding the solar industry, solar market trends, future industry prospects, and also study the solar company in the world, this research summarized the industry strategy and growth opportunity. This research also make commentary for case company about the competition strategy, the risk of the business environment and the opportunity the case company take. Finally, the research advises the business cycle will more severe as the Feed-in-Tariff from each government will change more frequently. Companies belong to the cell and module segment in crystal-silicon solar industry maybe bubbled in near term. Only the company with the product has competitive cost structure and good quality, and with sufficient fund, can pass through the industry downturn that will come every 2 years in solar industry.

第一章 緒論.................................................................................................1
1.1 研究背景、動機與目的......................................................................1
1.2 研究範圍與對象..................................................................................2
1.3 研究架構..............................................................................................3
第二章 文獻探討.......................................................................................5
2.1 企業成長階段理論..............................................................................5
2.1.1 企業成長曲線 - S 曲線...................................................................5
2.1.2 產品生命週期...................................................................................6
2.1.3 企業成長階段理論...........................................................................7
2.2 企業競爭理論......................................................................................8
2.2.1 競爭優勢理論-鑽石模型................................................................8
2.2.2 五力分析.........................................................................................9
2.2.3 企業策略定位分析.......................................................................11
2.2.4 SWOT分析.......................................................................................13
第三章 太陽能產業介紹.........................................................................15
3.1 太陽能發電的原理、歷史與應用....................................................16
3.2 太陽能製造技術的介紹與分析......................................................18
3.2.1 矽晶型太陽能電池之矽材製程...................................................19
3.2.2 矽晶型太陽能電池之晶圓製程...................................................20
3.2.3 矽晶型太陽能電池之電池製程...................................................21
3.2.4 矽晶型太陽能電池之模組製程...................................................23
3.2.5 薄膜型太陽能電池之製程...........................................................24
3.2.6 太陽能系統的組成.......................................................................24
3.3 太陽能產業的產業供應鏈、市場前景與內部報酬率....................26
3.3.1 太陽能產業的需求因素分析.......................................................26
3.3.2 太陽能產業的產業供應鏈與價值鏈...........................................29
3.3.3 太陽能產業的市場前景與內部報酬率.......................................32
第四章 國內外成功案例介紹與分析.......................................................35
4.1 案例公司的營運模式與成功因素......................................................35
4.2 財務分析與企業策略定位分析..........................................................44
4.3 成功因素彙整......................................................................................52
第五章 台灣廠商投資太陽能產業的策略分析.....................................55
5.1 台灣投資太陽能產業的現況與討論................................................55
5.2 台灣與台灣企業的競爭力分析........................................................56
5.2.1 鑽石模型.......................................................................................57
5.2.2 五力分析.......................................................................................59
5.3 個案分析：友達公司..........................................................................61
5.3.1 公司簡介、現況與挑戰...............................................................61
5.3.2 友達公司的策略分析.......................................................................64
5.3.3 友達的SWOT分析............................................................................66
5.4 小結...........................................................................................................69
第六章 結論..................................................................................................72
6.1 結論.........................................................................................................72
參考文獻..........................................................................................................75

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