台灣NB產業從1990年代的百花齊放，到 2000年代優勝劣敗淘汰賽後，再歷經10年的各種嚴峻考驗及挑戰，早已進入微利時代的競爭。觀察包括個案公司的多數企業，在競爭策略的規劃與執行之議題上，呈現下列的問題： 1.陷於短期的營運，長期發展的經營策略不明確。 2.盡其所能爭取更多品牌客戶，但多客戶而產生的多產量，無法產生規模綜效。 3.對資源與能力(特別是組織能力)的內涵不夠瞭解，認知不足。 4.改善的活動常遭遇組織系統的障礙。 上述問題的原因，歸咎於對企業策略經營的認知不足而造成整合的問題，大多數只是提出挑戰目標，在執行上也只是將目標分配至下層單位，沒有一套策略的分析規劃步驟，更無一套改革體系來執行，往往漫無章法，以致功敗垂成。 有些企業確實有很嚴謹地進行策略的分析與規劃，但忽視策略執行涉及要素的重要性，以為有正確的策略方向，就能發揮策略的效果，交付實施即可，最後仍不見策略績效有好的結果。 本研究希望建立一套有系統的策略經營管理模式，特別是策略的執行模式，供個案公司參考。 本研究第一階段先分析總體經濟環境變化、產業競爭環境變化與企業內部資源與能力水準，再探討如何定位NB ODM之事業競爭策略。 本研究第二階段係針對第一階段定位之成本領導策略，探討如何提升策略執行之成效。主要研究途徑是先針對十項成本策略驅動因素，訪談展開各項策略議題，再針對各策略議題，分析過去對新策略議題執行含量、分析策略議題對應資源與能力之關係、分析現有資源與能力執行新策略議題之效率。 本研究再針對上述策略執行之調查分析，提出如何提升現有資源與能力之改革方案與推動計劃，以使策略執行之成效得以提升。 最後，本研究針對學術與研究上的發現，歸納成結論與建議，供個案公司參考，並對後續之研究提出參考建議。 / Taiwan NB industry flourished from the 1990s to the 2000s. However, after 10 years of intense competition and all kinds of severe challenges and trial, the NB industry now moves well into the era of competing for meager profits. Most firms, including firm examined in the study, encounter the following issues for strategy planning and implementation: (1)Committing to short-term operations but overlooking long-term strategies; (2)Striving for gaining more brand customers to generate volumes but overlooking reaping synergy; (3)Lack of understanding and awareness of the nature of resources and capabilities, especially organizational capability; and (4)Improvements often encountering barriers associated with organizational systems. People blame the lack of awareness of strategic management for above-mentioned issues, leading to problems in integration. The fact is, many firms only issue challenge goals and then delegating the goals to units to achieve them. There is no systematic approach for analysis and planning, much less a transformation system to perform innovated activities. The results are firm failure and poor performance. Some companies do have a very strict strategy analysis and planning, but ignore the important elements of strategy implementation. They think as long as they are in the right strategic direction, they will be able to play the effects of strategy, and be able to delivery of the result of implementation, eventually still no strategic performance with good results. This case study hopes to establish a systematic strategy management model, especially the implementation of the strategy model for the reference of the case study company. In this study, the first phase, analysis of changes in the overall economic environment, the competitive environment changes and internal resources and capability level, and then explore how to position of NB ODM Enterprises competitive strategy. The second phase of this study is to explore ways to enhance the effectiveness and efficiency of strategy implementation for the positioning through the first phase of cost leadership strategy. The main research approach is first interviews for the 10 cost drivers to get the strategic issues, then for all strategic issues, analysis of the new strategic issues in the past to execute, analysis of strategic issues corresponding to the relationship between resources and capabilities, analysis of existing resources and capabilities to perform the efficiency of the new strategic issues. Through the survey of the above strategy implementation, this study then propose how to improve existing resources and capabilities of the change management and promoting program , so that the effectiveness and efficiency of strategy implementation can be improved. Finally, this study for the academic and empirical findings, summarized into conclusions and recommendations for the reference of the case company, and proposed the reference recommendations for follow-up study and survey.

近年國內電子代工廠正紛紛面臨轉型的需求，企業成長策略中所探討的多角化策略一直是企業所使用策略管理方法，決策者如何選擇最適當的多角化策略帶領企業成長逐漸成為現今企業轉型過程中熱門的議題之一。 本研究有別於傳統多角化策略中以產品和市場為主要架構為分析，而是結合眾多鑽研多角化策略的學者所慢慢雛型而成的三維度─以資源共通性、價值活動相似性、市場共通性三構面所形成的三維度多角化策略為基礎架構。此架構首先藉由企業本身的資源與能力基礎為分析基礎，找出關鍵成功因素，並訂定出企業的活動價值鏈，以及對於市場的定義。藉由個案研究的探討，首先讓企業區分自身的能力與資源的優勢，並利用此三維度架構下，分析個案公司所發展之多角化策略事業，其創新表現、市場表現及財務表現的效益為何？分析其原因以及預期的發展狀況，希望能提供決策者在執行多角化策略時所訂定之成長目標，以及可能面臨到的成果為參考。

Haitz定律是專家根據多年的觀察發現，LED每十年它的流明成本會降至原來的十分之一，但是亮度會提升二十倍。它被視為LED產業的摩爾定律。而環保節能議題，讓高效率、節能與無毒的LED產品成為各方的寵兒，更是各國政府重點扶持的明星產業之一。產業競爭程度亦隨著快速上升，在面對千家爭鳴競爭日益激烈的產業環境下，先行者累積許多資源與能力，或可形成進入障礙。但是，在專業分工、資源與能力可替代或是複製的情況下，有些資源便不再獨特與唯一。甚至，隨著產業的快速進步，先行者所擁有的資源與能力，如果沒有跟上時代的腳步，不僅無法成為企業組織的能耐，相反的，可能成為企業的包袱。 A企業，一個產業先行者，面臨產業成長的絕佳機會，也同時要接受來自各方的競爭與挑戰，包含潛在進入者、原有產業競爭者、上游供應商、下游顧客與替代品等之競爭。不同環境結合企業既有之資源與能力，如何讓企業勝出的策略決策更形重要。本研究針對A企業在不同時期，所面臨不同環境，依據它自有之資源與能力，與其所採取之策略進行對比分析，最後從績效來檢視該時期之競爭策略。 本研究從產業競爭對手中，挑選出X企業，是一家與不同創新模式之後進者，以及Y企業，是規模相當的先行者，來進行分析比較，期待對A企業的競爭策略能有知彼知己之效果。在研究中發現，創新應用為LED產業成長的不二法門，企業唯有善用自我的資源與能力，結合市場方可勝出。 / Haitz's law is an observation over many years in LED, which states that, in every decade, the cost per lumen (unit of useful light emitted) falls by a factor of 10 and the amount of light generated per LED package increases by a factor of 20. This is referred as Moore's law in LED industry. Moreover, environmental protection and energy saving have become global issues. The advantages of LED products, such as power saving, high efficiency and non-toxic, have made LED industry patronage by governments and welcome worldwide. Governments in many developed countries even treat LED industry as one of star industries. However, the competition in this industry has increased rapidly. Facing hundreds of competitors, early entrants have accumulated many resources and capabilities, which also create entry barriers for others. Under the circumstances that professional services, resources and abilities could be substituted and duplicated, some of pioneer’s advantages are no longer unique and advanced. Even worse, because of the quick pace of this industry, the resources and abilities of one pioneer could even become heavy burden, if the pioneer does not catch up the evolution of the industry. Company A, a pioneer in this field, is enjoying the opportunity of industry growth but, at the same time, it is facing competitions and challenges from different areas, including potential entrants, existing competitors, suppliers, customers and substitutes. It is getting more important to have correct strategic directions to win under different circumstances by consolidating the firm’s resources and capabilities. This research engages in comparative analysis to examine the strategies that this company has taken during different periods of its development cycle and different environments.