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| DC 欄位 | 值 | 語言 |
|---|---|---|
| dc.contributor.advisor | 許瑋元(Osim Chen) | |
| dc.contributor.author | Zaka Toto | en |
| dc.contributor.author | 賴瑞克 | zh_TW |
| dc.date.accessioned | 2021-06-16T16:13:15Z | - |
| dc.date.available | 2014-02-21 | |
| dc.date.copyright | 2013-02-21 | |
| dc.date.issued | 2013 | |
| dc.date.submitted | 2013-02-08 | |
| dc.identifier.citation | Larry Alberts, Francois Tibi, Sunrise in the East: China’s Advance in Solar PV- and The Competitive Implications for the Industry, BCG Research, December 2010
Joe S. Bain, 1956. Barriers to New Competition: Their Character and Consequences in Manufacturing Industries, Harvard University Press. • _____, 1968. Industrial Organization, John Wiley & Sons Balu Balagopal, Petros Paranikas, Justin Rose, What’s Next for Alternative Energy?, BCG Research, November 2010 Marie-Beatrice Baudet, Denis Cosnard et Pierre Le Hir, Christope de Margerie: “Le changement climatique c’est serieux”, Le Monde, January 13 2013 Morgan Bazilian, Ijeoma Onyeji, Michael Liebreich, Ian MacGill, Jennifer Chase, Jigar Shah, Dolf Gielen, Doug Arent, Doug Landfear, and Shi Zhengrong, Re-considering the Economics of Solar Power, Bloomberg New Energy Finance, May 2012 Hans Bunting et Al., Green Power 2011, KPMG Research, November 2011 Ian Burbina, « Insiders sound an alarm amid a natural gas rush », New York Times, June 25 2011. Edward Hastings Chamberlin, 1933. The Theory of Monopolistic Competition: A Re-orientation of the Theory of Value, 1965, 8th ed. Harvard University Press. Tom Cheyney, TSMC Solar exclusive: Company head YC Chao talks about the deep-pocketed CIGSSe thin-film ‘start-up’, pv-tech.org, retrieved December 2011 Clayton M. Christensen, Michael E Raynor, Innovator’s solution: creating and sustaining succesful growth, Disruption at work: How minimills upended integrated steel companies p.35, Harvard Business School Press, 2003 Michael Dreimann and Raphael Speck “Solar Power: Managing Uncertainty of Emerging Technologies” Mark Edelstone et al., Emerging Technology Trends, Morgan Stanley Global Research Team, July 15 2005 Philip Gerbert, Holger Rubel, Solar Storm: Navigating Through the Turbulence to Reap Value in Solar Energy, BCG Research, October 2009 Sunil Gupta et Al., Asia Pacific Cleantech: Solar Industry Inflection Ahead, Morgan Stanley Research, 2009 Jeremy Herron, One-trick Ponies, Photon International, October 2011, p.76 Nuying Huang, Jackie Chang, TSMC to change Motech investments from strategic to financial, says company chairman, DIGITIMES, retrieved in August 8th 2012 Frank Klose, Michael Kofluk, Stephan Lehrke, Harald Rubner, Toward a Distributed-Power World: Renewables and Smart Grids Will Reshape the Energy Sector, BCG Research, June 2010 Peter Lorenz, Dickon Pinner, Thomas Seitz,,The Economics of Solar Power, McKinsey Quaterly, June 2008 Chaim Lubin, Merger and Acquisitions Opportunities in the Solar Energy Market, Lincoln International, 2009 Edward S. Mason, 1939. 'Price and Production Policies of Large-Scale Enterprise,' American Economic Review, 29(1, Supplement), pp. 61-74. • _____, 1949. 'The Current Status of the Monopoly Problem in the United States,' 'Harvard Law Review, 62(8), pp. 1265-1285. • _____, 1957. Economic Concentration and the Monopoly Problem, Harvard University Press. Review Leanordo Maugeri,Oil : The Next Revolution, The unprecedent upsurge of oil production capacity and what it means for the world, Belfer Center for Science and International Affairs,Harvard Kennedy School, June 2012 Stefan Nicola, SolarWorld Soars After Buffett Industry Stake : Frankfurt Mover, Bloomberg.com, January 7 2013, retrieved on the same day Cornelius Piper, Holger Rubel, Electricity Storage: Making Large-scale Adoption of Wind and Solar Energies a Reality, BCG Research March 2010 Michael E. Porter. 'The Five Competitive Forces that Shape Strategy', Harvard Business Review, January 2008, p.86-104 M.E Porter, Competitive Strategy, Free Press, 1980. C.K. Prahalad, Gary Hamel,The core competence of the corporation, Harvard Business Review, May-June 1990 Rodl and Partner, M&A in Renewable Energy: Global Outlook, 2011 Paul J.H. Schoemaker and V. Michael Mavaddat, “Scenario Planning for Disruptive Technologies” in “Wharton on Managing Technologies”, G. S. Day and P. J. H. Schoemaker, Wiley, New York, 2000 Rob Wile, « The Whole Oil and Gas Industry is Watching a Tiny Town in Wyoming », Business Insider, retrieved October 2012 Motech Solar Annual Reports2009, 2010, 2011 Neo Solar PowerAnnual Reports 2010, 2011 TSMC Annual Reports2009, 2010, 2011 | |
| dc.identifier.uri | http://tdr.lib.ntu.edu.tw/jspui/handle/123456789/62874 | - |
| dc.description.abstract | This paper tries to capture the challenges and opportunities facing Motech Industries through the analysis of the solar photovoltaic (PV) industry, its drivers and the strategic implications that they carry for the firm.
Therefore, the following work will explore the multidimensional knowledge and perspectives necessary to assess the economic potential of solar photovoltaic, as well as analyze all the issues related to the solar PV industry performance as a whole and of the Taiwanese solar photovoltaic industry in particular. Motech Solar performance in the last few years will serve us as a showcase of all of those issues. Finally, we recommend a set of actions that we think appropriate for the firm to overcome those challenges. | en |
| dc.description.provenance | Made available in DSpace on 2021-06-16T16:13:15Z (GMT). No. of bitstreams: 1 ntu-102-R99749053-1.pdf: 10494167 bytes, checksum: 066a71c28da2fc37a1d9c385ca363a53 (MD5) Previous issue date: 2013 | en |
| dc.description.tableofcontents | Table of Contents
Acknowledgment ii Summary iii 1. Introduction 1 2. Litterature Review 4 3. Industry Drivers 9 3.1. Energy outlook: toward a paradigm shift? 9 3.1.1 The energy dilemma 11 3.1.2 Global energy supply and consumption 12 3.1.3 The Geological Limits of Fossil Fuels – Hubbert’s Peak 16 3.1.4 Shale Oil and Gas: A short term solution 20 3.1.5 Renewable energies 23 3.2 Technology 25 3.2.1 History 26 3.2.2 Basic semi-conductor physics overview 28 3.2.3 Efficiency and Band-gap impact 30 3.2.4 Fabrication process and supply chain 31 3.2.5 Generations 33 3.3 Understand the current market cycle 35 3.3.1 Installed Technology : potential, limitations, issues and trends 35 3.3.2 The commoditization of PV cells and module 38 3.3.3 The challenge of approaching grid parity 42 3.3.4 A change of competitive landscape 46 3.3.5. A comprehensive framework of the current PV market cycle 50 4. Industry Competition and Firm Level Analysis 53 4.1 Industry Level Competition 53 4.1.1 The surge of vertically integrated companies 53 4.1.2 The Taiwanese PV cell and module industry : the rise and failure of « fast-followers » 58 4.2 Exploring the Motech-TSMC alliance 64 4.3 For a stronger alliance with a shared vision 66 4.3.1. Scenario Building 66 4.3.2 Scenario Description 71 4.3.3 Strategic Option Analysis 75 4.3.4 Action plan 78 5. Conclusion and Discussion 88 6. References 91 | |
| dc.language.iso | en | |
| dc.subject | 太陽能光伏產 | zh_TW |
| dc.subject | 泡沫破滅後的戰略分析 | zh_TW |
| dc.subject | strategic analyisis | en |
| dc.subject | scenario planning | en |
| dc.subject | semiconductors | en |
| dc.subject | photovoltaic industry | en |
| dc.subject | fast followers | en |
| dc.title | 太陽能光伏產業泡沫破滅後的戰略分析 --
以茂迪公司為例 | zh_TW |
| dc.title | Strategic Analysis of the Post-bubble Solar Photovoltaic Industry:
Case of Motech Industries Inc. | en |
| dc.type | Thesis | |
| dc.date.schoolyear | 101-1 | |
| dc.description.degree | 碩士 | |
| dc.contributor.oralexamcommittee | 許瑋元(Carol Hsu),郭佳瑋(Chia-Wei Kuo) | |
| dc.subject.keyword | 太陽能光伏產,泡沫破滅後的戰略分析, | zh_TW |
| dc.subject.keyword | strategic analyisis,scenario planning,fast followers,photovoltaic industry,semiconductors, | en |
| dc.relation.page | 94 | |
| dc.rights.note | 有償授權 | |
| dc.date.accepted | 2013-02-08 | |
| dc.contributor.author-college | 管理學院 | zh_TW |
| dc.contributor.author-dept | 企業管理碩士專班 | zh_TW |
| 顯示於系所單位： | 管理學院企業管理專班(Global MBA) | |
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| 檔案 | 大小 | 格式 | |
|---|---|---|---|
| ntu-102-1.pdf 未授權公開取用 | 10.25 MB | Adobe PDF |
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