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研究生:范佳珉
研究生(外文):Chia-Min Fan
論文名稱:全球電信產業之動態競爭優勢分析-階層成長模型
論文名稱(外文):Dynamic Capabilities of competitive advantage in the global telecom industry – The hierarchical model with individual growth
指導教授:劉芬美劉芬美引用關係
指導教授(外文):Fen-May Liou
學位類別:碩士
校院名稱:元培科技大學
系所名稱:企業管理研究所
學門:商業及管理學門
學類:企業管理學類
論文種類:學術論文
畢業學年度:99
語文別:中文
論文頁數:75
中文關鍵詞:動態能力競爭優勢資源構型模型階層非線性成長模型電信產業
外文關鍵詞:dynamic Capabilitiescompetitive advantageresource configurationHierarchical Linear Growth Modelcommunications industry
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本研究目的是以動態能力觀點,探討全球電信服務業及電信設備業廠商間之競爭優勢。資源構型模型以公開財務報表為基礎,利用反映企業經營特性之財務指標,反推形成企業競爭優勢的來源。然而,資源構型模型是靜態的,不能反映企業為因應產業變動,而因應調整的動態能力。本論文延續資源構型模型之研究,利用階層非線性成長模型,分析企業之動態競爭優勢之來源,並以Compustat之全球電信產業為樣本,分析2003~2007年全球電信產業之動態競爭優勢。研究結果顯示,全球電信服務業之競爭優勢來源無顯著差異,而企業之經濟附加價值會受到研發費用的正向影響,為了應對日益縮短的產品週期、時間變動的市場的壓力,電信服務業者實施新的IP服務,避免大量的沉沒成本。全球電信設備業的競爭優勢則受資本應用效率負向影響,而受物流管理能力正向影響。此外,資本應用效率對競爭優勢的負向影響隨時間成長轉為正向影響,但此一正向影響隨時間遞減。此結果顯示,相對於電信設備產品生命周期縮短之特性,電信設備業者資本應用效率之回收速度過於緩慢。惟有強化物流管理及資本應用效率才能為電信設備業者提高競爭優勢。
This research aims at exploring the global telecommunications services and telecommunications equipment industry from the viewpoint of dynamic capabilities of competitive advantage. Based on public financial report, the resource configuration model uses financial indicators that reflect the features of the business operations to infer the sources of competitive advantage. However, the resource configuration model is comparative static and thus does not indicate the firm’s dynamic capabilities to confront the variation of the industry. This thesis extends the research on resource configuration model by applying hierarchical non-linear growth model to examining the sources of dynamic competitive advantage. Using samples derived from the Compustat database, this research demonstrates how individual growth model can be used to investigate the dynamic competitive advantage of firms using the global telecommunications industry as a context. The results showed that the sources of competitive advantage in the global telecommunications services industry are not significantly different among firms. Instead, the economic value added (EVA) of the telecommunications carriers are related to VRND risks, higher EVA is associated with higher leverage. To confront shortening product cycles and growing time-to market pressures, many telecommunications companies implement the new IP-based services on an overlay network, thereby avoiding a large sunk cost. In addition, the competitive advantage of global telecommunications equipment providers are negatively related to application efficiency of capital and positively related to logistic management ability. Furthermore, the negative effect of the application efficiency of capital on competitive advantage is increasing over time but the negative impact is diminishing. These results depict that relative to the shortening life cycle of the telecommunications devices, the equipment providers recover their Application efficiency of capital inputs slowly. Only those providers with better logistic management can generate competitive advantage.
第一章 緒論 1
1.1 研究背景與動機 1
1.2 研究目的 2
1.3 研究問題 2
1.4 研究流程 3
第二章 電信產業概況 4
2.1 前言 4
2.2 全球電信產業概況 4
2.2.1 電信設備業 5
2.2.2 電信服務業 11
2.3 台灣電信產業概況 14
2.3.1 電信設備業 14
2.3.2 電信服務業 18
第三章 文獻回顧 27
3.1 競爭優勢的定義與來源 27
3.2 動態競爭優勢的定義 29
3.3 資源構型模型之推導 32
3.3.1 杜邦模式和相關財務指標 32
3.3.2 資源構型模型的各種集體資源與連結 34
第四章 研究方法 37
4.1 因素分析 37
4.2 階層線性模型 38
4.2.1 由GLM到HLM 38
4.2.2 HLM的統計原理 39
4.3 階層線性模式成長模型 40
第五章 實證研究 42
5.1 電信服務業 42
5.2 電信設備業 42
5.3 操作性定義 43
5.4 樣本資料 47
5.5 因素分析 50
5.6 階層線性成長模型 51
第六章 結論與建議 56
參考文獻 57
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