因應全世界電信自由化潮流，台灣自1997年開始解禁電信事業，開放民營，其相關產業－通訊產業更因此而相繼頭角崢嶸、蓬勃發展，通訊產業已然繼半導體產業之後成為二十一世紀的明星產業。 　本研究採取個案訪談方式，探討台灣地區通訊產業的技術創新策略與績效表現間的關聯性，以及外部環境如何影響廠商對技術創新策略組合的選擇與績效表現。由於通訊產業涵蓋範圍極廣，因此根據有線、無線傳輸方式、其間子產業的特性以及上、下游廠商可能的關聯性，將其細分為通訊原料、微波通訊、行動通訊、寬頻通訊、光纖通訊、電信服務等六大類，因行動通訊部份無法找到配合訪談廠商因此作罷，然因此部份研究近來亦頗為盛行，讀者或可從其他相關文獻一窺端倪。除實際深度探訪九家個案公司之外，亦蒐集相關產業資料以資比對，因而歸納、推導出以下結論： 　一、個案公司因分屬不同子產業別而採行不同的技術創新策略組合，明顯地可以劃分出三種組合，分別是「冒險型」、「積極型」與「穩健型」，另有一種「模仿跟進型」，通常於成熟期產業可發現，並未出現在本研究個案中。訪談結果發現當企業採行冒險或積極型態的策略組合時，其績效表現會優於同類型產業的平均水準。 　二、個案公司因分屬不同子產業別，具有不同的子產業特性，因而具有不盡相同的外部環境，明顯地可以劃分出四種類型的外部環境。分別是第一類的高度動態、高度競爭與高度異質性；第二類的高度動態、高度競爭與中度異質性；第三類的高度動態、中度競爭與中度異質性；第四類的中度動態、中度競爭與中度異質性。 　三、個案公司因分屬不同子產業別，或為因應身處不同類型的外部環境，因而採取不同積極程度的技術創新策略組合，以求取最佳績效表現。訪談結果發現在第一類與第三類環境下採取冒險型的策略組合，以及在第二類與第四類環境下採取積極型態的策略組合，皆具有不錯的績效表現。 　綜上所述，我們可看出通訊產業內廠商除應瞭解本身所屬專業領域特質、所處子產業細部環境的變動情況，更應慎選合適的技術創新策略組合，以為企業謀取最大、最佳的績效表現。 / Communication Industry has become the leading industry in 21st century in Taiwan ever since the deregulation of telecommunication in Taiwan. In order to investigate the relationship between the technology innovation strategy conducted by the Communication Industry and firm's performance, as well as the impact of environment as a moderator to the relationship between technology innovation strategy and performance, we have conducted the research by case study. As the widespread coverage of Communication Industry, we roughly classify the industry into six categories including communication chip, microwave communication, mobile communication, broadband communication, fiber communication and telecommunication service based on the way of transmission and vertical relationship in industry. However, mobile communication was not interviewed due to reasons. In addition to the findings from case study, we also collect the specific industry information for cross reference. Research findings are described as follows： 1. Case companies belonging to different sub-industry conduct numerous portfolio of technology innovation strategy. There are three types of portfolio formed, which are adventurous, aggressive and conservative type. The findings show that the financial performance will be better than the industry average when companies adopt adventurous or aggressive portfolio. 　2. Case companies belonging to different sub-industry face various types of competitive environment; we find four types of environment formed. The environment are measured by three dimensions including dynamism, hostility, and heterogeneity which impact are distinguished into three levels, high, moderate, and low separately. The first type is high in three dimensions. The second is the same as the first one except its heterogeneity is moderate. The third is high in dynamism, moderate in hostility and in heterogeneity. The fourth is all-moderate. 　3. Case companies belonging to different sub-industry have various types of competitive environment;therefore they have to conduct different portfolio of technology innovation strategy for best performance. The findings show that companies adopt the adventurous portfolio under the first and the third type of environment, and companies adopt the aggressive portfolio under the second and fourth type will have better financial performance. 　To sum up, we suggest the Communication Industry know clearly about the competitive environment and its characteristics before conducting an appropriate portfolio of technology innovation strategy to acquire the best financial performance.

近年來以技術為主要生產因素的高科技產業帶動全球經濟的發展，而建設台灣成為綠色矽島是政府揭櫫的產業發展方向，也是台灣未來產業生存的利基所在。資訊服務業屬於高科技產業之一，在網際網路蓬勃發展之下，各個市場區隔潛藏著無限商機。而如何透過策略的制定以取得競爭優勢，技術創新策略的考量是重點之一。 本研究將技術創新策略以策略觀點進行探討，並深入探討技術創新策略與績效之關連性，以及外在產業環境對此關連性之影響。本研究之技術策略構面包含內部研發、產品升級、智慧財產權、突破性創新產品、外部技術來源等技術創新策略；產業環境構面探討外在產業環境之異質性、變動性、競爭性等；績效構面包含投資報酬率、市場佔有率及營業額等。 研究成果發現技術創新策略會對績效產生影響，且採用積極預應型之技術創新策略之績效優於採用消極反應型之技術創新策略。就技術創新策略與環境配合而言，採用積極預應型技術創新策略配合高不確定產業環境之企業，其績效最佳。 / The high-tech industries with technology as the main production factor bring the great economic growth around the world. Information service industry is one of the high-tech industries and there is potential profit in every market segment with the fast developing Internet application. Technology innovation strategy is the key strategy to gain the competitive advantage. In this research, we explore the relationship between the technology innovation strategy and performance and the moderating role of external environment. The technology innovation strategy construct contains R&D spending level, product upgrade, intellectual property right, radical innovations, and external technology sources. The environment construct contains heterogeneity, dynamism, hostility. The performance construct contains return on investment, market share, and sales revenue. The result shows that technology innovation strategy affect the performance. Companies with the pioneer technology innovation posture have better performance than the follower. The pioneer technology innovation posture fit with uncertain environment will have the best performance.