設備供應商在顯示器產業的市場競爭與策略: 以應用材料為例 / Flat panel display (FPD) is one of the most booming industries in the past decade. It shows everywhere in our life, such as TV, smartphone, laptop, car display, and public display. In the FPD plants, the manufacturing equipment is the critical portion to determine the performance of the production lines. Equipment suppliers combine advanced technologies into mass production tools, and eventually boost the innovation of information technology. In this thesis we will discuss about the market of display industry and the equipment market, followed by analysis of the strategy of equipment suppliers. We will use Applied Materials as the case, to see what their strategy to keep the leading position in the competitive market for over 20 years.

本研究從產業經濟學的「結構-行為-績效」架構與寡占理論中汲取對競爭行為的認知。將研究焦點鎖定在報紙產品市場最普遍也最主要的三種競爭行為：內容競爭、價格競爭與促銷競爭三者進行研究。研究對象則是以台灣報業市場中九家主要報紙，分屬三種不同屬性：綜合性報紙（中國時報、聯合報、自由時報、中央日報、台灣日報）、經濟專業性報紙（經濟日報、工商時報）、大眾娛樂性報紙（民生報、大成報），除此之外內容上相同屬性的報紙，彼此之間還有特性上的差異，以利研究不同屬性與特性報紙在競爭行為上的差異。 本研究認為，台灣報紙產品市場競爭行為，在報禁後產生大幅變化，主要原因有四：（1）報業開放後市場結構改變，造成市場競爭行為轉趨激烈：（2）報紙消費者消費型態轉變，變相加強了報業市場的競爭行為；（3）市場趨同性，造成報業市場競爭行為日漸普及；（4）台灣報業市場產品同質性漸高，以競爭行為建立有限差異性。 而在觀察各報競爭行為的發展與不同屬性特性報紙在競爭行為上的異同時。本研究發現，報紙產品市場競爭行為發展，深受外在市場環境、報紙本身特性屬性與市場內競爭者市場行為三者因素的牽制與制約。因此在不同市場環境下，不同特性屬性報紙在面對市場上形形色色的市場競爭者時，會在市場競爭行為上有不同的反應。 最後，本研究整理報禁開放後台灣報紙產品市場競爭行為走向，梳理出其大致發展趨勢為二：（一）市場導向；（二）「強者愈強、弱者愈弱」。

本研究之目的在瞭解網路招募情境中，具預告真實工作情境（Realistic Job Preview，簡稱RJP）效果的廣告，其負向訊息比例與重要性對組織吸引力之影響，並探討求職者「對工作的期望」與「對組織的信任」在此關係的中介效果以及「求職者知覺的市場競爭力」在此關係的調節效果。本研究採用二因子受試者間實驗設計，所操弄的獨變項為招募廣告負向訊息佔總訊息量的比例，分為10％、20％、30％、40％、50％五種程度；以及負向訊息的重要性程度（高、低），依變項為組織吸引力。 本研究透過網際網路建置虛擬組織的招募網頁，吸引正欲求職的大學四年級及研究所學生經由網路進行實驗，得到466筆有效的實驗資料。研究結果顯示不同負向訊息比例對整體組織吸引力與各分量表的影響有顯著差異，而其在整體組織吸引力、組織正向情感、與工作吸引力有非線性的影響效果，即負向訊息的比例為20%者，其效果最高；負向訊息的高、低重要性程度會對整體組織吸引力與各分量表有不同的影響效果，越重要的負向訊息導致越高的組織吸引力。研究者並以ANCOVA檢驗工作期望的中介效果，結果顯示整體工作期望、工作內容期望、與一般性期望在負向訊息比例與組織吸引力之間有中介效果，組織信任的中介效果則沒有獲得驗證；負向訊息重要性會透過工作內容期望的中介效果影響組織吸引力，但無法確認組織信任有無中介效果。研究者以二因子變異數分析求職者知覺的市場競爭力的調節效果，結果顯示求職競爭力僅在公司期望與組織吸引力之間的關係有顯著的調節效果。研究者分別就結果加以討論，提出可能的解釋，並說明本研究之限制與貢獻。 / The purpose of this study is to empirically examine the effects of proportion and importance of negative information (having the function of realistic job preview with respect to web recruitment advertisements) on organizational attractiveness. The mediation effects of job expectation and trust toward organization on the previous relationships and the moderation effects of perceived job competitiveness on the previous relationships were examined. The independent variables of this study are proportion of the negative information (10%, 20%, 30%, 40%, or 50%) and importance of the negative information (low vs. high). The dependent variable is organizational attractiveness. Totally 466 seniors and graduate students who were hunting for a job joined in the experiment through the fictitious organization recruiting webpage. The result reveals that proportion of negative information has non-linear effect on organizational attractiveness. Recruitment ads with 20% of negative information had the strongest effect on organizational attractiveness. Negative information of higher importance induced more organizational attractiveness than that of lower importance. ANCOVA was used to examine the mediation effects. It shows that the job expectation mediates the relationship between proportion of negative information and organizational attractiveness. However, the mediation effect of trust toward organization on the relationship between proportion of negative information and organizational attractiveness hasn’t been confirmed. Via the mediation effect of job content expectation and trust toward organization, importance of negative information can affect organizational attractiveness.

數位時代孕育大數據技術的發展並帶動產業的創新，使用者數據的運用也日益活躍於商業領域，並分別為消費者與事業帶來便利的生活與競爭優勢。然而蒐集、處理、運用等數據價值鏈活動對於市場競爭造成相當的影響，也成為事業為反競爭行為的誘因，而引起競爭法的關注，多國競爭執法機關亦已陸續展開調查或進行相關研究。由於使用者數據涉及個人資訊隱私，更因其係產業創新的動力之一，從而競爭法管制的合適性與必要性一直為爭議性議題，後續延伸出對於現有競爭法架構的相容性疑義。本文透過文獻與案例分析，從使用者數據的特色出發，探討使用者數據於競爭法框架下之爭議，包含與隱私法規的競合問題及衝擊現行制度之因應方式。基於競爭法適度管制的觀點，提出可能評估市場力量的方式與使用者數據可能形成的限制競爭或不公平競爭之風險類型。冀望對於我國公平交易法就此議題之剖析與因應有所助益，迎接數據經濟的浪潮。 / Big data analytics technology evolves rapidly and enhances the pace of the innovation of industries in the digital era. Utilizing user data, which is a sort of valuable assets, becomes more popular in business. The new technology brings consumers fitted products and convenience and creates competitive advantages to firms. However, collecting, processing and analyzing large sets of user data not only benefit the entities in the market but also impact market competition. Competition agencies around the world have engaged in related investigations and research on data and competition. The mainly concerns are whether the amount of user data may build a barrier to entry, and whether firms which control user data in a massive amount or essential to competition may have incentives to abuse their market power to foreclose marker. Moreover, because user data is one factor of fostering innovation and has a strong correlation with privacy, the suitability and the necessity of competition law to regulate data issue is still controversial. If competition law intervenes, we should further consider how to adapt it to the present regulation. By reviewing academic literature and practical cases, this thesis begins with the introduction of characteristics of user data, followed by the analysis of the controversy concerning user data under the framework of competition law, including the trade-off between it and privacy laws and possible adjustment to the present framework. This paper also discusses the way to assess market power and specific types of anticompetitive and unfair competition behaviors. Finally, this thesis concludes with a short remark. Hopefully it can provide some references for further discussion on this issue under the Fair Trade Act in Taiwan.