台灣太陽能光電系統發展契機探討

Abstract

本論文係針對再生能源中的太陽能光電系統產業為研究專題，深入探討台灣太陽能光電系統發展以及促成此產業之關鍵成功因素（KSF）、各參與者之間的競合行為。在此採用「產業結構分析與關鍵成功分析模式」作為探討架構，於尋找關鍵成功因素之首，即是對太陽能產業的顧客做更深入的剖析，找出目標顧客，並針對每類顧客群作出細部的「需求分析」。從另一面向而言，「競爭分析」即是思考產業的競爭強度與競爭態勢，這方面分析採用了Brandenburger-Nalebuff（1996）「競合理論」的價值網概念當作產業競爭分析之架構，經由上述的「需求分析」與「競爭分析」歸納出產業關鍵成功因素。同時再從賽局與競合的角度，探討本產業參與者之間角色扮演與其採取的競合行為與策略。 經過本研究分析結果，得出四項影響台灣太陽能光電系統產業的關鍵成功因素：（一）多領域技術整合創造差異空間；（二）政府政策之規劃與執行；（三）形成產業聯盟降低每瓦發電成本；（四）台灣練兵、放眼國際，創造規模經濟。另外若能改變本產業參與者之間的互動關係，運用競合策略的PARTS分析模式，有助於廠商營造自己想要的賽局以及思考如何改變賽局，營造雙贏的局勢。

The purpose of this thesis is to focus on the study of solar system (specifically renewable energy) industry, and investigate its key success factors (KSF) and the co-opetition behavior among the participants in Taiwan. The 『Industrial structure analysis and key success factors analysis Model』 was used as the research framework. The first step for seeking the key success factors is to identify target customers, followed by in-depth investigation on 『demand analysis』 to understand the customers’ need. The Value Net Model of Co-opetition Theory ( Brandenburger-Nalebuff, 1996）was applied for the competition analysis which accessed competition status and industry posture. Thus, the key success factors were examined through the findings of demand analysis and competition analysis. In the meantime, the co-opetiton behavior among the participants of this industry was also studied. In summary, this thesis found four key success factors which would affect the business development of solar system industry in Taiwan, including: (1) The integration ability of multiple technologies to create market differentiation. (2) The government’s energy policy and its implementation. (3) The cost reduction on output power per watt by the collective efforts of business alliance. (4) Successful business development in Taiwan, followed by international market aimed to achieve economies of scale. All the participants in the solar system industry could also utilize PARTS model of Co-opetition Theory to change the interactive relationship among them, not only to shape better games for themselves but also to create a win-win outcome for their counterparts.