超越後進追趕：建構BAMBOO架構分析臺灣CDMO廠商的現況與發展韌性

Abstract

本研究旨在分析台灣生物製藥CDMO（Contract Development and Manufacturing Organization）產業的現況與未來發展，並構建一個名為BAMBOO的模型，以比喻台灣生物製藥產業的特性與發展策略。BAMBOO模型借鑒竹子的特性，強調快速成長、韌性、群體發展模式以及對外部環境的快速適應性。本研究主要採用了資源基礎理論（Resource-Based Theory, RBT）和動態能力理論（Dynamic Capabilities Theory, DCT）作為理論框架，並通過次級資料分析、層級分析法與針對行業內的專家訪談，評估台灣生物製藥CDMO產業發展的各項關鍵因素。 本研究探討台灣CDMO藥廠在數位賦能與增加數位韌性方面的發展過程。通過次級資料分析、專家訪談和AHP問卷調查發現，目前多數台灣CDMO公司專注於政策與市場需求，對於組織內外部資源與能力的關注較少。本研究認為，數位賦能與數位韌性是台灣CDMO產業實現跳蛙式增長的契機。數位轉型可以幫助CDMO藥廠強化其能力，通過數位賦能與新增數位韌性，提升其在全球市場中的競爭力。 BAMBOO模型為產業提供了一個具體的發展策略，強調快速成長、韌性和群體發展模式，期望通過這些特性來提升台灣CDMO產業的競爭力和國際影響力。台灣是一個以AI、ICT與代工聞名的國家，我們的產業在智慧製造、數位賦能的柔性生產方面有著既存優勢，使得台灣CDMO產業在數位轉型過程中相對容易。期望台灣能善用此優勢，如同竹子一般，在政府各方面支持的灌溉下，以群體為單位發展，追趕甚至超越其他國家。通過數位賦能與新增數位韌性，台灣的CDMO產業有望成為新一代“護國神山”。

This study aims to analyze the current status and future development of Taiwan's CDMO (Contract Development and Manufacturing Organization) industry in biopharmaceuticals, and to construct a model named BAMBOO to metaphorically represent the characteristics and development strategies of Taiwan's biopharmaceutical industry. The BAMBOO model draws inspiration from the characteristics of bamboo, emphasizing rapid growth, resilience, collective development, and quick adaptability to external environments. This study primarily adopts the Resource-Based Theory (RBT) and Dynamic Capabilities Theory (DCT) as the theoretical framework, and evaluates the key factors in the development of Taiwan's biopharmaceutical CDMO industry through secondary data analysis, Analytic Hierarchy Process (AHP), and expert interviews within the industry. This study explores the process of digital empowerment and enhancing digital resilience in Taiwanese CDMO companies. Through secondary data analysis, expert interviews, and AHP questionnaire surveys, it was found that most Taiwanese CDMO companies currently focus on regulatory and market demands, with less attention to internal and external resources and capabilities. This study suggests that digital empowerment and digital resilience present an opportunity for leapfrog growth in Taiwan's CDMO industry. Digital transformation can help CDMO companies strengthen their capabilities and improve their competitiveness in the global market through digital empowerment and the addition of digital resilience. The BAMBOO model provides a concrete development strategy for the industry, emphasizing rapid growth, resilience, and collective development. It is expected that these characteristics will enhance the competitiveness and international influence of Taiwan's CDMO industry. Taiwan is known for its AI、ICT and OEM industries, and our existing advantages in smart manufacturing and flexible production through digital empowerment make the digital transformation process relatively easier for Taiwan's CDMO industry. It is hoped that Taiwan can leverage these advantages, like bamboo, to develop as a collective unit with the support of the government, catching up with and even surpassing other countries. Through digital empowerment and the enhancement of digital resilience, Taiwan's CDMO industry is poised to become the new " magic mountains that protects the nation."