台灣交換式電源供應器廠商策略族群與績效之研究

Abstract

台灣廠商執全球交換式電源供應器產業之牛耳，不僅設計與製造在全球首屈一指，更以產業上下游之綿密合作，形成無可匹敵的供應鏈優勢，在全世界成為最主要供應國。該產業全體台灣廠商約350家，本研究以其中已上市櫃之主要廠商21家為研究標的，試圖分析其營運策略，比較其策略特質，藉以劃分出策略族群，並探討策略族群與績效之間的關係。 本研究首先選擇該產業中重要的策略要素作為策略構面，無法從次級資料中得到資訊的構面就設計成問卷調查之問題，以發問卷的方式調查各廠商在不同策略構面的運用程度，加上次級資料中得到的資訊，再採用集群分析法，依不同構面區隔出不同的策略族群。本研究採用台灣經濟新報(TEJ Data Bank)從民國93年至97上半年的績效數字做為分析的基礎。 最後以變異數分析檢定不同的策略族群，其績效之間是否具有顯著差異？是否有某一族群整體表現最佳？還是不同的族群在不同的績效表現上各擅勝場。 本研究發現，在台灣交換式電源供應器產業裡「確實存在一個以上的策略族群」， 同時也存在「不同的策略族群確實有不同的績效表現」的現象。但願本研究能提供業者一個競爭策略的反思。

Taiwanese companies dominate the world market for switching power supply (SPS) manufacturing. They are not only good at design and manufacturing, but also enjoy a peerless competitive edge in management of the global supply chain through close cooperation upstream to downstream within the industry. As a result, Taiwan has long been the top world supplier in the SPS industry. There are a total of 350 Taiwanese SPS manufacturers. The present thesis focuses on 21 of them that are publicly listed. The objectives of this study are to analyze their business strategies, compare the difference among the strategies, try to categorize strategic groups, and investigate the relationship between strategic groups and performances. The study starts from selecting key strategic elements in the subject industry to be “strategic dimensions”. For some strategic dimensions, data can be easily collected from the publicly available stock market information. For secondary data that are not available, a questionnaire was designed to collect input from people familiar with the industry. Utilizing “cluster analysis,” data from both sources were used to categorize “strategic groups” by different dimensions. For performance indices, this study adopts data for the years 2004 to 2008 from the “TEJ Data Bank”. After categorizing the strategic groups, an “ANOVA analysis” was used to determine if significant performance differences existed among the various strategic groups. Those differences were analyzed both in terms of any strategic group outperforming the others by all dimensions or to determine if the various strategic groups outperformed the others by only some dimensions. This study discovered the existence of two phenomena in the SPS industry: 1. More than one strategic groups exist in the switching power supply industry. 2. Different strategic groups do have different performances. It’s hoped the conclusions presented will assist SPS manufacturers to review their strategic positioning and make necessary adjustments to increase competitiveness.