Professional Documents
Culture Documents
Yu-Jen Cheng
Abstract: The purpose of this paper is to study the possibility and feasibility of
competition-cooperation strategies for both sides of Taiwan StraitTaiwan and mainland China, from
the standpoint of dynamic model of industrial evolution. First, we divide the stages of industrial life
cycle by utilizing the distinction between basic science and applied science. Next, we analyze the
dynamic development procedure of industrial competence under the following two dimensions,
integration and embeddedness, which are utilized to describe the intra-industrial firms structures.
Recognizing the difference existed on the development procedure of High-Tech industry between both
sides, we propose three strategic principles. Third, we combined the three strategic principles with the
dynamic development procedure of industrial competence within an integrated framework that will
then be used to examine four High-Tech industries of both sides, respectively. Finally, three feasible
competition-cooperation strategic models are recommended for both sides on the four chosen
industries.
2002 12 2002
1.
1980 90
1978
(1980 1992 )
(1993 )
1997
8090
2002
2002 3
0.25 2005
WTO
(Integration)(Embeddedness)
(1)(2)
(3)
2.
2.1
(1999)
(1)
(2)
(3)
(4)
(5)
(6)(7)
(1997)
Kelly (1977)
1/4
David (1982)
//
Boretsky (1982) 10%
2
10%
1970 1980
1990
1 2002 3
(1)
(Turn-key)(2)
(3)
2.2
(Paradigm Shift)
(1999) 3
3
2.2.1
2.2.2
2Moores Law 18 24
2.2.3
2.2.4
2000
(Hollowing Out)
3.
3.1
(1999a)
3.2
(Industrial District)
3.2.1
5
(First Movers)
(Pilot Production)
(Economies of Scale)
C (q; w) q w
F C (q) = F + q
C (q) / q > C ' (q )
(Sequential
Production)(Economies
of Sequence) x (Intermediate Inputs) q
x
C U (x) y q q = f D (x, y )
C D (q;x) C (q) q
x C U (x) + C D (q; x) > C (q) (C , C D , C U )
z
x = f U ( z ) q = f D (x, y , z ) z
z
q = f D (x, y,0)
3.2.2
San Jose
6
z e e
z e(z ) e' ( z ) > 0 e' ' ( z ) < 0
(Floating Embeddedness)
(2000)(1)
(2)
4.
4.1
(OEM)
(ODM)(OBM)
WTO
4.2
4.2.1
4.2.2
(First Movers Advantage)
9
4.2.3
(Externality)
(Spillover Effects)
(Joint Venture)
5.
5.1
B
C
D
11
5.2
12
()
()
()
()
()
()
()
()
IC
(HDTV)
IC HDTV
13
5.2.1
5.2.2
(1)(2)
WTO
IC IC
IC
5.2.3
14
OEM ODM
5.2.4
(Strategic
Alliance)
5.3
5.3.1
OEM
5.3.2
5.3.3
15
(Leveraged
Buyout)
6.
16
(1993)
(1997)
1-36
(2000)
(2001)
(1998)
(2002)
(2000)
(1996)
(2000)
(1995)
(1999a)
(1999b)
(1998)(Richard DAveni, 1994, Hyper-competition.)
(1997)
(2001) WTO
1-17
(1999)
1-46
(1994)
(1997)
(2000)
David, L.A. (1982), Technology Intensity of U.S. Output and Trade, Office of Trade
and Investment Analysis, U.S. Department of Commerce.
Font, M. and Coomb, R. (2001), Contribution of New Technology-based Firms to
the Strengthening of Technological Capabilities in Intermediate Economies,
Research Policy, 30, pp. 79-97.
http://livenews.lycosasia/com/
http://www.tier.org.tw/
http://www.tssdnews.com.tw/
http://forums.chinatimes.com.tw/
http://www.it is.itri.org.tw/forum/
Katz, M.L. and C. Shapiro (1985), "Network Externalities, Competition, and
Compatibility." American Economic Review, 75, pp. 424-440.
Kelly, R.K. (1977), The Impact of Technological Innovation on International Trade
Pattern, Office of International Economic Research, U.S. Department of
Commerce.
Kumar, N. (2001), Determinants of Overseas R&D Activity of Multinational
Enterprises: The Case of US and Japanese Corporations, Research Policy, 30,
pp. 159-174.
Jones, G.K., Teegen, H.J., and Lanctot, A. Jr. (2001), Determinants and Performance
Impacts of External Technology Acquisition, Journal of Business Venturing,
160, pp. 225-283.
Porter, M.E. (1985), Competitive Advantage, NY: Free Press.
Porter, M.E. (1996), The Competitive Advantage of Nations, NY: Free Press.
Pyke, D., Robb, D., and Farley, J. (2000), Manufacturing and Supply Chain
Management in China: A Survey of State-, Collective-, and Private-owned
Enterprises, European Management Journal, 18, pp. 577-589.
Schumpeter, J.A. (1961), Theory of Economic Development, NY: Oxford University
Press.
Spulber, D.F. (1992), Economic Analysis and Management Strategy: A Survey,
Journal of Economics & Management Strategy, 1, pp. 535-574.
Spulber, D.F. (1994), Economic Analysis and Management Strategy: A Survey
Continued, Journal of Economics & Management Strategy, 3, pp. 355-406.
18