透過開放式創新與智慧化轉型應對細胞治療產業挑戰 ─以三顧股份有限公司為例

Abstract

隨著全球細胞治療市場快速擴張(年複合成長率超20%)，產業面臨技術門檻高、成本昂貴及法規挑戰。本研究以三顧公司(Metatech)為案例，探討其如何透過開放式創新與智慧化轉型應對挑戰並實現商業模式創新。採用單一個案研究法，資料透過2024年8月至2025年4月間的深度訪談(12位受訪者：3位管理者、5位科學家、4位數位部門員工)、文獻回顧及公開資訊蒐集，並以主題分析法進行質性分析。 研究發現，三顧公司自2017年設立生醫部門後，與學術單位及產業夥伴合作，應用AI與數位雙生技術，顯著提升生產效率。其專利技術(如「決策變數計算方法」)將生產週期從28天縮短至21天(減少25%)，產品良率從85%提升至92%，批次失敗率從15%降至8%。商業模式從傳統電子元件分銷商轉向智能化與服務導向的CDMO「委託開發暨製造服務」模式，2024年CDMO「委託開發暨製造服務」業務佔總收入30%，並於2024年推出iPSC幹細胞儲存服務。然而，轉型過程中需應對高額投資、組織慣性及跨部門協作挑戰。 本研究驗證Chesbrough開放式創新框架與Teece動態能力理論的適用性，並顯示政策支持(如2018年《特管法》)對轉型的關鍵作用。實務上，建議臺灣生技企業深化產學合作、持續投資智慧化技術、加速組織文化調整，並強化知識管理，以提升全球競爭力。

With the global cell therapy market expanding rapidly (CAGR exceeding 20%), the industry faces significant challenges, including high technical barriers, costly production, and stringent regulatory requirements. This study examines how Metatech (AP) Inc. leverages open innovation and smart transformation to address these challenges and achieve business model innovation. Employing a single-case study approach, data were collected between August 2024 and April 2025 through in-depth interviews (12 stakeholders: 3 managers, 5 scientists, 4 digital staff), literature reviews, and publicly available information, analyzed using thematic analysis. Findings reveal that since establishing its biomedical division in 2017, Metatech has collaborated with academic and industry partners, adopting AI and digital twin technologies to significantly enhance production efficiency. Patented innovations, such as the “Method for Calculating Decision Variables,” reduced production cycles from 28 to 21 days (a 25% decrease), improved yield from 85% to 92%, and lowered batch failure rates from 15% to 8%. The company transitioned its business model from a traditional electronics distributor to an intelligent, service-oriented CDMO (Contract Development and Manufacturing Organization) , with CDMO (Contract Development and Manufacturing Organization) services contributing 30% of 2024 revenue and launching iPSC stem cell storage services in 2024. However, the transformation process encountered challenges, including substantial investment costs, organizational inertia, and cross-departmental coordination issues. This study validates Chesbrough’s open innovation framework and Teece’s dynamic capability theory, highlighting the critical role of policy support (e.g., Taiwan’s 2018 Special Regulation Act) in facilitating transformation. Practically, it recommends that Taiwanese biotech firms deepen industry-academia collaboration, sustain investment in smart technologies, accelerate organizational cultural adaptation, and strengthen knowledge management to enhance global competitiveness..