台灣電子產業以製造代工起家，近年來受到產業環境以及全球化競爭的影響，使得代工的毛利逐年降低，許多企業也陸續進行轉型與升級，朝向建立專業研發技術與自有品牌兩種模式發展，本研究以筆記型電腦產業與行動電話產業為例，各選取兩家具代表性的公司進行個案分析研究，目的要歸納出不同產業以及個別公司在經營模式選擇上的差異。 透過本研究可發現影響企業經營模式的抉擇因素，包含整體產業的屬性、全球競爭態勢以及未來發展趨勢等外在環境因素，產業的差異對於策略選擇的考量，因市場動態的不同而要能夠靈活調整，歸納兩個產業所得到具體結論如下： 代工經營模式： 1.運用規模經濟，擴大產業鏈垂直與水平的整合，以生產成本為導向，創造競爭優勢。 2.強化研發實力，增加產品線廣度與深度，開發多角化、高階產品。 3.積極進行產業升級與轉型，建立技術能力，朝向專業設計代工發展。 品牌經營模式： 1.關鍵在於產品的特色。產品要能夠要引領消費趨勢，創造終端使用者的需求。 2.必須擁有前瞻的技術能力，掌握未來市場的脈動。 3.能夠發展出獨特的營運模式，同時深耕通路零售的經營。 對於任何企業而言，必須要瞭解自身內部的競爭優勢與關鍵成功要素，建立專屬的核心能耐，才能延續企業的生命力。 / Taiwan electronic industry started from OEM and some of the companies are very successful in worldwide. The industrial environment has changed and is more competitive and the margin of OEM is getting less during these years.Most of the companies are aiming to become more competitive by improving their R&D technique and build own brand awareness. This study is based on Notebook and Mobile phone industries to analyze the differences of management in these two fields, and I have chosen two representative companies for each field. Through the research we can conclude there are several factors to affect the enterprise strategy. The findings are as follows: OEM companies should: 1.Integrate industrial chain and enlarge economic scale to decrease the production cost. 2.Strengthen and develop the R&D ability and increase various product lines. 3.Improve own technologies and unique designs to be more competitive. OBM companies should: 1.The products can lead the trend and meet the request of end consumers. 2.Create pioneer technology and catch the market trend. 3.Create innovative business model and good management of the channels. All enterprises should find their own advantages and KSF to build their core competency to extend the business life.

本研究希望經由全面而深入的個案分析，尋找消費性電子產品代工廠商成功的經營策略，並擬定策略以因應未來快速變遷的環境，達成以下三項目的：(1)就代工廠商而言，在面臨全球分工和產能過剩的壓力與策略同質化的結構化改變下，如何能緊密維持關係又具備適配客戶各樣需求的服務能力？藉由架構性的分析，探討其能夠支撐企業持續成長與獲利的主要因素；(2)針對個案公司的優勢、劣勢、機會、威脅作深入的分析，以為未來制定策略的參考，並希望能對國內實務界提出適當的建議；(3)消費性電子產品OEM/ODM代工廠商未來發展策略如何?又如何走向OIM?並藉由相關研究分析，提供廠商產業趨勢，以達知己知彼，再創高峰的目的。 本研究的架構係採用Aaker的理論架構來進行內外在分析與策略規劃。整個研究架構分為三個階段：(1)首先進行內外在分析，以界定外在環境中的機會與威脅，以及該產業的關鍵成功因素，並了解個案公司所擁有的優劣勢；(2)根據以上分析，歸納出該公司所面臨的問題；(3)提出可行的策略，並在該策略下擬定競爭策略與營運策略。 經過本研究分析後發現消費性電子產品OEM/ODM代工廠商的關鍵成功因素為：以大客戶為焦點的規模經濟、優秀的研發與技術能力、有效率的成本結構、高度彈性的製造與配銷、可靠度的差異化，以及健康的財務等因素。從內、外在分析及個案公司本身條件來看，在根本策略上，個案公司應採取成長策略，發揮其核心能力，成長方式則採產品延伸策略與市場擴充策略。在競爭策略方面，個案公司宜採差異化集中策略，以繼續累積其可持續競爭優勢。 關鍵字：消費性電子產品、OEM/ODM代工、關鍵成功因素

本研究試圖以每個具有生命力組織的特性，亦即當組織需要適應環境以求得生存繁衍時，所必然具備的，適應環境的行為能力、組織內各環節間的運作規律與互動模式，以及組織需能構築自己的保護機制等這三種能力。來探討企業創新研發中心在資訊通訊代工產業中實際操作時所常面臨到的困境與問題，並藉由C公司之實例探討來找出可能的解決方向。 在研究中，也將這三種能力轉化為企業創新研發中心的語言。亦即企業創新研發中心之經營模式、企業創新研發中心之創新專案管理模式，以及企業創新研發中心之智慧財產權管理模式來進行探討。研究中也藉由這三個構面的討論，定義出個案公司利用鉗練模式的經營創新，使得原先在系統產業環境中容易失焦的負面因素，卻反而轉化成了正面的有利因素。也推動了一套針對創新技術管理的專案模式，並且讓這套創新技術管理的方法，充分結合於原有C公司的核心能力-產品專案執行流程中，內化成組織新的生命力。最後，也對C公司專利技術室組織的萃取智慧財產權的機制-專利專案協同計畫，做了詳盡的解釋。 / Running a Corporate Research Center well in 3C ODM industry is always a questionable task, ODM based companies are used to follow industry standard to build huge mass production capacity and also hope can create better gross margin be creating something different. This is really a dilemma. In this thesis, we use a real case C Company to study how the corporate research center operates inside the 3C ODM industry by three examining scopes. There are operation strategy, innovative technology project management and intellectual property right management. According to this study result, we concluded a few successful factors for corporate research center in C Company. There are innovative clamping economics model for operation strategy, Dorothy’s theory based technology project phase management and project based IP mining system. All the above factors should work together to make the whole research center running smoothly.

採購是供應鏈的核心環節，供應鏈的問題有80%以上都是在採購。在銷貨成本高的產業中，採購對於供應鏈的重要性也相形提升，也因此，良好的採購管理在銷貨成本高的產業中，是非常重要的。過去以製造為重心的筆記型電腦代工產業，現在也逐漸將焦點放在採購上面，然而台灣筆記型電腦代工產業的銷貨成本超過90%，採購的難處在於需要同時兼顧成本以及速度。電子尋購可以降低採購價格、節省時間以及讓全世界的供應商可以從各地來競爭，更可有效為企業節省不必要的採購花費從5%-40%，降低10%-50%的採購成本，減短採購週期50%。電子尋購可同時降低採購成本且減短採購週期，提升採購效率，似乎可有效改善台灣筆記型電腦代工產業的採購管理。因此本研究主要在探討台灣筆記型電腦代工產業是否可以使用電子尋購，增加在採購上的效率且有效降低採購成本。本研究從情境契合觀點來研究電子尋購的採用問題，從情境分析的角度來探討情境─科技契合的的問題，分別自商業情境、採購情境以及供應商情境三個構面，討論台灣筆記型電腦代工產業之情境，是否與合適採用電子尋購之情境相契合，進而影響電子尋購於該產業之適用性。本研究透過個案研究的方式，來了解電子尋購在台灣筆記型電腦代工產業中相關的議題。

Made available in DSpace on 2016-04-25T20:21:35Z (GMT). No. of bitstreams: 1 Maria Cecilia da Silva Oliveira.pdf: 3966277 bytes, checksum: 4c57885866b646fbc854e0618ac947d8 (MD5) Previous issue date: 2016-03-04 / Coordenação de Aperfeiçoamento de Pessoal de Nível Superior / This research analyses the investment in the aesthetics of secure life, which emerges from the proximities between development and security. The focus of the analysis is on the governmental practices accompanying the Millennium Development Goals derived from the Millennium Declaration of the United Nations. The aim is to study development through the relationship between government and governmentality, which evidence the investments in the management of life by means of political economy as a principle of calculation aiming at the improvement of human capital. Through the depletion of biopolitics, this thesis shows the operation of planetary governmentality through the shifts that make poverty management a shared objective aimed at the planet's population, providing interventions and regulations of governmental practices in environments. The United Nations used the turn of the millennium as a strategy to upgrade its structure and mission, and adopted the goal of reducing poverty and hunger as a transterritorial risk. This approach triggered development discourses about promoting sustainability, financial aid flows, expert knowledge and repositioned the UN s role in the humanitarian field. Relations formerly centered on the state were reshaped to include and expand civil society participation, illustrating how the diplomatic dispositif and development programs are actualized by the exercise of neoliberal freedom in the 21st century. This is the main axis of investment that improves the productivity of the population without giving up the predominance of control, and that makes security an essential mechanism for capitalist development to operate its technologies. The genealogy of power discussed by Michel Foucault guides the mapping of strategic knowledge produced in main conferences. These conferences highlight the interest in new nuances produced by the introduction of the diplomatic dispositif in the field of political economy, which acts as technology and language to expand development programs between the twentieth and twenty-first century. The emergence of food security was crucial in connecting sustainable development and the management of hunger, environment and misery on the planet. The case study shows how the use of food security in Brazil operationalized technologies to expand the discourse of the MDGs and the ethics of secure life as a universal project / Esta pesquisa aborda a emergência e investimento na estética da vida segura, a partir das proximidades entre desenvolvimento e segurança, situando as práticas governamentais esperadas pelos Objetivos de Desenvolvimento do Milênio das Nações Unidas, derivados da Declaração do Milênio. O objetivo é apresentar os estudos sobre o desenvolvimento a partir do interesse nas relações governo e governamentalidade, que evidenciam os investimentos na gestão da vida por meio da economia política como princípio de cálculo para o aprimoramento do capital humano. A partir do esgotamento da biopolítica, esta tese mostra o funcionamento da governamentalidade planetária por meio dos deslocamentos que fazem da gestão da pobreza um objetivo compartilhado voltado à população do planeta, que proporcionam intervenções e regulações das práticas governamentais nos ambientes. As Nações Unidas utilizou a virada do milênio como estratégia para atualizar sua estrutura e missão, e adotou a redução da pobreza e da fome como risco transterritorial. Isto a fez acionar os discursos do desenvolvimento para impulsionar a sustentabilidade, os fluxos financeiros à assistência, os saberes dos especialistas, e reposicionar seu papel no campo dos humanitarismos. As relações centradas no Estado foram redimensionadas para incluir a participação da sociedade civil ampliada, mostrando que o dispositivo diplomático e os programas de desenvolvimento são acionados pelos exercícios da liberdade neoliberal no século XXI. Este é o principal eixo de investimento que viabiliza a produtividade da população sem abdicar da predominância dos controles, e que fazem da segurança mecanismo essencial para que o desenvolvimento capitalista possa operar suas tecnologias. A genealogia do poder tratada por Michel Foucault orienta o mapeamento de saberes estratégicos produzidos nas chamadas grandes conferências que marcam o interesse em ressaltar novas nuances produzidos pela introdução do dispositivo diplomático no campo da economia política, como tecnologia e linguagem própria da expansão dos programas de desenvolvimento entre o século XX e XXI. A emergência da segurança alimentar foi decisiva para associar desenvolvimento sustentável, gestão da fome, do meio ambiente e das misérias no planeta. O estudo de caso apresenta como o uso da segurança alimentar no Brasil operacionalizou as tecnologias necessárias para expandir o discurso dos ODM e da estética da vida segura como projeto universal

Made available in DSpace on 2016-04-26T14:55:47Z (GMT). No. of bitstreams: 1 Maria Cecilia da Silva Oliveira.pdf: 3966277 bytes, checksum: 4c57885866b646fbc854e0618ac947d8 (MD5) Previous issue date: 2016-03-04 / Coordenação de Aperfeiçoamento de Pessoal de Nível Superior / This research analyses the investment in the aesthetics of secure life, which emerges from the proximities between development and security. The focus of the analysis is on the governmental practices accompanying the Millennium Development Goals derived from the Millennium Declaration of the United Nations. The aim is to study development through the relationship between government and governmentality, which evidence the investments in the management of life by means of political economy as a principle of calculation aiming at the improvement of human capital. Through the depletion of biopolitics, this thesis shows the operation of planetary governmentality through the shifts that make poverty management a shared objective aimed at the planet's population, providing interventions and regulations of governmental practices in environments. The United Nations used the turn of the millennium as a strategy to upgrade its structure and mission, and adopted the goal of reducing poverty and hunger as a transterritorial risk. This approach triggered development discourses about promoting sustainability, financial aid flows, expert knowledge and repositioned the UN s role in the humanitarian field. Relations formerly centered on the state were reshaped to include and expand civil society participation, illustrating how the diplomatic dispositif and development programs are actualized by the exercise of neoliberal freedom in the 21st century. This is the main axis of investment that improves the productivity of the population without giving up the predominance of control, and that makes security an essential mechanism for capitalist development to operate its technologies. The genealogy of power discussed by Michel Foucault guides the mapping of strategic knowledge produced in main conferences. These conferences highlight the interest in new nuances produced by the introduction of the diplomatic dispositif in the field of political economy, which acts as technology and language to expand development programs between the twentieth and twenty-first century. The emergence of food security was crucial in connecting sustainable development and the management of hunger, environment and misery on the planet. The case study shows how the use of food security in Brazil operationalized technologies to expand the discourse of the MDGs and the ethics of secure life as a universal project / Esta pesquisa aborda a emergência e investimento na estética da vida segura, a partir das proximidades entre desenvolvimento e segurança, situando as práticas governamentais esperadas pelos Objetivos de Desenvolvimento do Milênio das Nações Unidas, derivados da Declaração do Milênio. O objetivo é apresentar os estudos sobre o desenvolvimento a partir do interesse nas relações governo e governamentalidade, que evidenciam os investimentos na gestão da vida por meio da economia política como princípio de cálculo para o aprimoramento do capital humano. A partir do esgotamento da biopolítica, esta tese mostra o funcionamento da governamentalidade planetária por meio dos deslocamentos que fazem da gestão da pobreza um objetivo compartilhado voltado à população do planeta, que proporcionam intervenções e regulações das práticas governamentais nos ambientes. As Nações Unidas utilizou a virada do milênio como estratégia para atualizar sua estrutura e missão, e adotou a redução da pobreza e da fome como risco transterritorial. Isto a fez acionar os discursos do desenvolvimento para impulsionar a sustentabilidade, os fluxos financeiros à assistência, os saberes dos especialistas, e reposicionar seu papel no campo dos humanitarismos. As relações centradas no Estado foram redimensionadas para incluir a participação da sociedade civil ampliada, mostrando que o dispositivo diplomático e os programas de desenvolvimento são acionados pelos exercícios da liberdade neoliberal no século XXI. Este é o principal eixo de investimento que viabiliza a produtividade da população sem abdicar da predominância dos controles, e que fazem da segurança mecanismo essencial para que o desenvolvimento capitalista possa operar suas tecnologias. A genealogia do poder tratada por Michel Foucault orienta o mapeamento de saberes estratégicos produzidos nas chamadas grandes conferências que marcam o interesse em ressaltar novas nuances produzidos pela introdução do dispositivo diplomático no campo da economia política, como tecnologia e linguagem própria da expansão dos programas de desenvolvimento entre o século XX e XXI. A emergência da segurança alimentar foi decisiva para associar desenvolvimento sustentável, gestão da fome, do meio ambiente e das misérias no planeta. O estudo de caso apresenta como o uso da segurança alimentar no Brasil operacionalizou as tecnologias necessárias para expandir o discurso dos ODM e da estética da vida segura como projeto universal

在電腦及其週邊產業，台灣是全球專業委託製造的重鎮。乍看之下毫不起眼的經營模式--代工，一直是台灣多數企業賴以為生的方式。從十多年前台灣的電腦工業萌芽以來，成本低、速度快，再加上產業結構完整，一直是委託製造的競爭優勢。以資訊硬體產業而言，近三年來代工所佔之比值為 66%、73 %、73.86%，且逐年增加中。近年來，台灣的 IC 產業亦走向晶圓代工之專業委託製造，所佔的比例亦佔 IC 產值 45% 以上，同時也不斷在提高。回顧整個台灣資訊電子產業之成長史，不難發現與代工息息相關。 為何我們能在成本快速的降低、不斷推出新產品呢？依據知識管理觀點，研究者認為台灣廠商必定在此建構了某種程度之專業與知識，如此才能在眾多的競爭者下脫穎而出。因此，本研究將以資訊電子及 IC 代工產業為主體，以知識管理觀點回答以下問題：代工類型分為那幾類？不同類型下之知識流通方式為何？累積之何種知識？以及對創新能力之影響？並希望能由台灣代工模式之發展歷程，提出其演化模式。 研究發現包括以下數點：1）代工模式除了以　OEM 及 ODM 劃分，可以由知識管理角度劃分為 「準整合型」、「合作型」、「寄生型」攻 「準買賣型」四種類型；2）代工買主之知識專精度及代工買主評估權重組合會影響代工之合作模式；3）代工合作是知識引入之重要來源之一；4）不同代工模式下，其知識流通介面及關係維持機制不同；5）不同代工模式下，因為知識流通方式不同，其蓄積知識類型不同；6）不同代工模式下，其蓄積知識類型不同；7)代工模式具有動態演化之現象。

廠商對外直接投資，按照經營方式類別可略區分為「採OEM或ODM代工模式」、製造及銷售，以及其他等模式，但文獻對於影響海外直接投資事業採取經營方式之決定因素較少有文獻予以討論，更遑論再細部分析在採OEM或ODM代工經營模式中，會影響廠商決定要採OEM，亦或ODM經營方式之差異研究分析。本研究利用經濟部統計處於2007年所實施之《製造業對外投資實況調查報告》問卷資料，分別由地主國特性、產業特性、廠商特性及營運特性等構面進行探討，並運用兩階段實證分析影響海內外投資事業經營方式之決定因素。由於本研究所設定的被解釋變數分別為第一階段之「採OEM或ODM之經營方式」與「其他經營方式」，以及第二階段之「採ODM之經營方式」與「僅採OEM之經營方式」之各兩種狀況，因此本研究將利用Probit Model予以進行實證分析，並根據其實證結果作出結論進而提出建議。

國外大廠下單、台灣公司ODM設計製造這樣的模式在近十幾年在不同的消費性電子產包含手機、電視機上盒及筆記型電腦等等為台灣創造了驚人的產值。過去比較常見的方式是由國外大廠定規格，而由台灣公司設計產品，但因為上市時機 ( Time to Market ) 的壓力，國外大廠愈來愈願意分享客戶及技術上的資訊與台灣公司建立伙伴關係，利用協同設計的方式來加速產品的設計開發。 本研究即透過個案研究的方式去了解國外的手機品牌大廠如何與台灣ODM公司協同開發新產品及如何去進行跨公司的專案管理。本研究發現包含： 一、在協同設計方面 1. 技術開發的不確定性會影響協同設計合作模式選擇及國外大廠所投入的資源多寡，當技術開發的不確定性愈高，則雙方協同設計合作會愈加密切；若技術不確定性低，則國外大廠在協同合作上所需投入的資源會較少。 2. 在進行協同合作前，企業會有完整的前置動作進行伙伴評估及選擇。 二、在新產品開發流程及管理上 1. 架構性的開發流程有助於協同開發伙伴雙方彼此了解開發現況及完成協同開發工作。 2. 企業內部雖講求以市場需求為導向的專案開發，但其新產品開發流程設計上，消費者對產品的回饋常未能在設計早期被納入評估。 3. 完整的新產品開發流程會考量保持適度的彈性而不致於僵化。 4. DFSS流程與既有流程的整合有利於DFSS的推行。 三、在上下游溝通模式及媒介上 5. 在協同開發模式下，上下游溝通模式的選擇同時考慮內部技術的保護與外部資訊分享。 6. 有效的資訊及溝通科技是達成成功協同開發的重要因素。 / Due to the decrease of market price of cell phones and reduction of product life cycle, more and more branded cell phone companies seek ODM vendors to develop new products. In order to speed up the develop time of new product and leverage experiences from branded companies to ODM vendors, product development collaboration present a common way in this industry. However, product development collaboration cross companies bring more challenges over in-house design. The object of this research is to introduce how a global branded company to collaborate with ODM companies. The paper cites the different kinds of collaboration and new product development (NPD) process cross companies from case study. In order to integrate ODM companies into NPD, the global branded company should overcome the barriers as the unmatched NPD process of counterparts and the limitation of communication due to the far locations of companies. The following aspects were analysed to understand the collaboration: the NPD process under collaboration condition, the project management over companies, and the communication medium used for inside and outside communication. The result of the study shows global branded companies effectively use internal resources by implementing flexible NPD process for different kind of collaborations Various information and communication technology (ICT) can reduce the barriers of communication cross companies.

美國聯邦最高法院廣達v.LG案的判決結果，再次確認「專利權耗盡原則」之適用原則及標準。被告廣達電腦乃為台灣資訊代工產業的龍頭，該判決除了限制專利權人對產業鏈的不當控制外，也將影響整個產業供應鏈對於專利風險的承擔及專利授權策略。廣達案除了建立「未完成品足以體現專利物之必要特徵，且唯一用途係該專利物」及「方法權利項」適用專利權耗盡的重要標準，但也留下「附條件銷售或授權」合法性的爭議。在廣達案後續判決，對「專利權耗盡原則」的詮釋及適用，更值得加以重視。台灣資訊產業在產業供應鏈多居於「製造或組裝」角色，卻受制於上游關鍵元件的強勢及品牌客戶的訂單壓力，而被迫必須承擔產品引發的所有專利侵權的風險。如何善用廣達案及後續各國相關判決，將有助於台灣資訊代工廠商處理國際專利爭訟、專利授權等議題，並做為專利侵權抗辯手段的參考。 本論文首先從經營策略及代工模式，探討台灣資訊代工產業發展與面臨的困境。其次，從專利權與專利侵害的法律規範，到專利權耗盡原則的法理基礎做一完整論述，加以美國先前相關案例的整理及類型分析，對「專利權耗盡原則」的理論與發展做一完整的探討。更進而整理廣達案判決後美國、中國大陸及台灣重要案例，探討「專利權耗盡原則」在其專利法制及實務案例的適用及影響。接著，探討在「契約自由原則」與「專利權耗盡原則」的衝突與調和下，其對於專利授權實務的操作及影響。最後，整理台灣資訊代工產業的代工類型化與廣達案前後美國、中國大陸及台灣權利耗盡重要判決之關聯性，並提出看法及建議。本文初步結論，美國法院案例可初步解析侵權風險及專利權耗盡的適用，並在專利授權談判可提出有效因應條款。廣達案後，美國各級法院均大致遵守此一判決先例，惟中國大陸及台灣法院實務判決仍未完全採取美國的判斷原則。對於後續的研究建議，新興3D列印科技發展及應用，其引發的複雜智慧財產權及「專利權耗盡原則」適用的爭議，確實值得重視。 / Quanta v. LG reaffirmed the applicable principles and standards of the "patent exhaustion principle". As the Quanta plays the lead role in Taiwan’s Information ODM/OEM industry, this US Supreme court’s decision not only limits the patent holder improper control of the industrial chain, but also affects the entire supply chain face the risks and patent license strategies. Quanta establishes the index that "unfinished finished enough to reflect the essential features of the patent and the sole purpose thereof " and "method claim" apply to patent exhaustion. However, "conditional sale or license" is still controversial. Therefore, the Post-Quanta interpretation is worthy of attention. Taiwan's IT Industries most account for the role of "manufacture or assembly" in the supply chain. Subject to the upstream suppliers of the key components or downstream brand customers, they bear all risks caused by infringement of patented products. The Quanta case and its post development will help Taiwan Information foundries to deal with international patent litigation, patent license and etc., and take it as a means to defend against patent infringement claim. Firstly, this thesis explores the development of Taiwan's information ODM/OEM industry and the difficulties of its business strategies and ODM/OEM models. Secondly, it turns to discuss the development of the "patent exhaustion doctrine", and then reviews US critical cases of "patent exhaustion doctrine". In addition, it analyzes post-Quanta cases of the United State, China and Taiwan to discuss the application and impact of the "patent exhaustion doctrine". Furthermore it explores its operation and effect on patent license practice under the conflict and reconciliation of "freedom of contract" and "patent exhaustion doctrine". Then, it identifies Taiwan’s information OEM/OEM industry in a variety of models and associates the models with the important cases of the United States, China and Taiwan regarding patent exhaustion, and makes remarks and suggestions. Finally, this thesis preliminarily concludes that US court cases basically resolve the risk of infringement and patent exhaustion application, and patent license negotiation may be made to respond effectively to the situation. After Quanta, US courts are substantially in compliance with this precedent judgment, but not for China and Taiwan. For subsequent study suggestion, it is worth attention about dispute of the emerging 3D printing technology development and application, which link complex intellectual property rights and the application of "patent exhaustion doctrine".