:::

詳目顯示

回上一頁
題名:產業潛利、組織能力和能力落差對企業競爭優勢及其持續性之影響
作者:陳苑欽
作者(外文):Yuan-Chin Chen
校院名稱:臺灣大學
系所名稱:商學研究所
指導教授:洪明洲
學位類別:博士
出版日期:2006
主題關鍵詞:產業吸引力組織能力競爭優勢產業組織理論資源基礎理論industry effectfirm-specific effectstochastic production frontier functioncompetitive advantagesustainability
原始連結:連回原系統網址new window
相關次數:
  • 被引用次數被引用次數:期刊(0) 博士論文(0) 專書(0) 專書論文(0)
  • 排除自我引用排除自我引用:0
  • 共同引用共同引用:0
  • 點閱點閱:35
策略管理領域在探討廠商之間的績效差異時,主要的觀點可分為著重產業競爭分析的產業組織觀點,和強調組織專屬資源、專長和能力的資源基礎觀點。以往相關研究的焦點集中在釐清何者為影響企業績效的主要效果,而本研究則著重於此二者之間的互補和互動關係,並嘗試建立一個整合性的概念架構來說明其對企業競爭優勢及持續性之影響。
本研究以1985~2004年之間Fortune 500資料庫內企業為樣本,檢驗其績效和組織能力的變動及影響機制。透過隨機生產疆界模型,由財務資料估計所得之產業潛利和能力落差,配合「美國最受尊崇企業」(AMAC)調查資料所衡量之組織能力,以一階自迴歸追蹤資料分析(panel data analysis with AR(1))來驗證產業潛利、組織能力和能力落差如何影響企業競爭優勢及持續性,並配合變異成份分析方法說明能力落差效果在產業和企業對績效影響關係之中的調節效果。
實證結果支持本研究所提之概念性架構及假說:在相同策略群組內的廠商,面對同樣的產業潛利限制,而在此一疆界內,能力落差愈大時,廠商績效受組織能力影響的程度愈大;同時,產業潛利服從報酬遞減法則。此一概念性架構所呈現之管理意涵為:企業應距焦於如何在每一個創新循環中建構及維持暫時性競爭優勢,而非追求鮮少發生的持續性競爭優勢。最後,本研究利用產業潛利和相對組織能力為構面,建立一個矩陣供企業判斷競爭場景及可行的策略方向。
There are two domain theories which applied on explaining the heterogeneity of firms in the strategic management field. The industrial organizational view focused on forces affect industry structure, while the resource-based view of the firm emphasized on the firm-specific resources and capabilities. Most of the related researches put efforts on clarifying which one domain the performance difference of the firm. Nevertheless, this dissert has concentrated on the complementary and interactive relation between both industry and firm effect, and accordingly developed an integrative conceptual framework about competitive advantage and its sustainability.
This dessert has collected financial data and the AMAC scores from the Fortune 500 ranks from 1985 to 2004. First, we defined that the industry potential rent as the maximized performance under specific strategic group and asset input, and the capability gap means the gap between a firm’s capability and the maximized potential rent. The AMAC scores stands for organizational capability, and the efficient frontier and technical inefficiency estimated in the stochastic production frontier function are measurement variables of industry potential rent and capability gap. A panel data analysis with AR(1) effect are applied to test the causal mechanism and sustainability on corporate performance. The variance components analysis was also used to illustrate the industry effect, corporate effect, and moderate effect of capability gap.
The integrative model was well supported by the empirical result. It means that all firms in the same strategic group shared the industry potential rent inherently, and which followed the law of decreased marginal return. Under the shared frontier, the organizational capability will affect corporate performance but moderated by capability gap. The implication of this dessert would be that firms should transfer their efforts from pursuing the rarely happened sustainable competitive advantage to surfing the waves of temporary competitive advantage.
Aaker, D.A. 1984. Strategic Market Management. John Wiley & Sons: New York.
Acquaah, M. 2003. Corporate management, industry competition and the sustainability of firm abnormal profitability. Journal of Management and Governance, 7: 57-85.
Aigner, D., C. A. K. Lovell, and P. Schmidt. 1977. Formulation and estimation of stochastic frontier production function models. Journal of Econometrics, 6:21-37.
Aigner, D.J., S.F. Chu. 1968. On Estimating the industry production function. American Economic Review, 58: 826-839.
Akaike, H. 1973. Information theory and an extension of the maximum likelihood principle. In B. Petrov and F. Csake, eds., Second International Symposium on Information Theory. Budapest: Akademiai Kiado.
Ansoff, H. I. 1957. Strategies for diversification. Harvard Business Review, 35(5): 113-124.
Audretsch, D.B., A.G. Woolf. 1986. The product life cycle and the concentration - profits relationship. American Economist, 30(2): 46-51.
Bain, J.S. 1959. Industrial Organization. Wiley: New York.
Bain, J.S. 1956. Barriers to New Competition. Harvard University Press: Cambridge, MA.
Barney, J.B. 1991. Firm resources and sustained competitive advantage. Journal of Management, 17:99-120.
Bates, D., J. E. Dillard. 1992. Wanted: A strategic planner for the 1990s. Journal of General Management, 18(1): 51-62.
Battese G.E., G.S. Corra. 1977. Estimation of a production frontier model: With application to the Pastoral Zone of Eastern Australia. Australian Journal of Agricultural Economics, 21(3): 169-179.
Battes G.E., T.J. Coelli. 1988. Prediction of firm-level technical efficiencies with a generalised frontier production function and panel data. Journal of Econometrics, 38: 387-399.
Blundell, R., R. Griffith and J. Van Reenen. 1999. Market share, market value, and innovation in a panel of British manufacturing firms. Review of Economic Studies, 66: 529-554.
Boyer, K.K., M.W. Lewis. 2002. Competitive priorities: Investigating the need for trade-offs in operations strategy. Production and Operations Management, 11(1): 9–20.
Brown, S. L., K.M. Eisenhardt. 1998. Competing on the Edge. Harvard business School Press:Boston, MA.
Brown, B., S. Perry. 1994. Removing the financial performance halo from Fortune’s ‘Most Admired’ companies. Academy of Management Journal, 37: 1347-1359.
Castanias, R. P., Helfat, C. E. 1991. Managerial resources and rents. Journal of Management, 17: 155-171.
Caves, R., P. Ghemawat. 1992. Identifying mobility barriers. Strategic Management Journal, 13: 1-12.
Caves, R., Porter, M.E. 1977. From entry barriers to mobility barriers. Quarterly Journal of Economics, 91: 241-261.
Chen, M-J., J-L. Farh and I. MacMillan. 1993. An exploration of expertness of outside informants. Academy of Management Journal, 36: 1614-1632.
Clark, K. 1996. Competing through manufacturing and the new manufacturing paradigm: Is manufacturing strategy passe´? Production and Operations Management, 5(1): 42–58.
Coeli T.J., Rao D.S.P., and Battese G. E. 1998. An Introduction to Efficiency and Productivity Analysis, Kluwer Academic Publishers.
Coff, R. W. 1997. Human assets and management dilemmas: Coping with hazards on the road to resource-based theory. Academy of management Review, 22: 374-402.
Collis D.J. 1994. How valuable are organizational capabilities? Strategic Management Journal, Winter Special Issue 15: 143-152.
Collis D.J., C.A. Montgomery. 1995. Competing on resources: Strategy in the 1990s. Harvard Business Review, 73(4): 118-128.
Collis D.J., C.A. Montgomery. 1998. Creating corporate advantage. Harvard Business Review, 76(3): 71-83.
Conner, K. 1991. An historical comparison of resource-based theory and five school of thought within industrial organization economics: do we have a new theory of the firm? Journal of Management, 17: 121-154.
Cool, K.O. 1985. Strategic Group Formation and Strategic Group Shifts: A Longitudinal Analysis of US Pharmaceutical Industry, 1963-1982. Unpubished Doctoral Dissertation, Graduate School of Business, Purdue University.
Darroch, J., M.P. Miles, and C.W. Paul. 2005. Corporate venturing and rent cycle. Technovation, 25: 1437-1442.
D’Aveni, R. A. 1994. Hypercompetition: Managing the Dynamics of Strategic Maneuvering. Free Press: New York, NY.
Devlin, G. 1991. Diversification: A redundant strategic option. European Management Journal, 9(1): 76-81.
Dierickx, I., K. Cool. 1989. Asset stock accumulation and sustainability of competitive advantage. Management Science, 35:1504-1511.
Eisenhardt, K. M., J.A. Martin. 2000. Dynamic capabilities: What are they? Strategic Management Journal, 21(10-11): 1105-1121.
Farjoun, M. 2002. Towards an organic perspective on strategy. Strategic Management Journal, 23:561-594.
Farrell, M. J., 1957. The Measurement of productive efficiency. Journal of the Royal Statistical Society, Series A., General, 120(3): 253-281.
Ferdows, K., A. De Meyer. 1990. Lasting improvements in manufacturing performance: In search of a new theory. Journal of Operations Management, 9(2): 168–184.
Fiol, C.M. 2001. Revisiting an identity-based view of sustainable competitive advantage. Journal of Management, 27: 691-699.
Fombrun, C., M. Shanely. 1990. What’s in a Name? Reputation building and corporate strategy. Academy of Management Journal, 33: 233-258.
Fryxell, L., J. Wang, 1994. The Fortune corporate reputation index: Reputation for what? Journal of Management, 20: 1-14.
Fuller, J., M. Jensen. 2002. Just say No to Wall Street. Journal of Applied Corporate Finance, 14(4): 41-46.
Garvin, D.A. 1993. Manufacturing strategic planning. California Management Review, 35(4): 85-106.
Geroski, P.A., A. Jacquemin. 1988. The persistence of profits: An European comparison. Economic Journal, 98: 373-389.
Ghemawat, P. 1997. Games Business Play: Cases and Models. MIT Press: Cambridge, MA.
Goddard, J. 1997. The architecture of core competence. Business Strategy Review, 8(1): 43-52.
Granger, C., P. Newbold. 1974. Spurious regressions in econometrics. Journal of Econometrics, 2: 111-120.
Grant, R. M. 1991. The resource-based theory of competitive advantage: Implications for strategy formulation. California Management Review, 33(3): 114-135.
Grant, R.M. 1996. Toward a knowledge-based theory of the firm. Strategic Management Journal, 17(Winter Special Issue): 109-122.
Hart, S.L. 1995. A natural resource-based view of the firm. Academy of Management Review, 20: 986-1014.
Hamilton, R.D., E.D. Eskin, and M.P. Michaels. 1998. Assessing competitors: The gap between strategic intent and core capability. Long Range Planning, 31 (June): 406-417.
Hawawini G., V. Subramanian, and P. Verdin. 2003. Is performance driven by industry- or firm-specific factors? Anew look at the evidence. Strategic Management Journal, 24:1-16.
Hawawini G., V. Subramanian, and P. Verdin. 2005. Is performance driven by industry- or firm-specific factors? A reply to McNamara, Aime, and Vaaler. Strategic Management Journal, 26: 1083-1086.
Hayes, R.H., G.P. Pisano. 1996. Manufacturing strategy: At the intersection of two paradigm shifts. Production and Operations Management, 5(1): 25–41.
Hill, W.L., G.R. Jones. 1995. Strategic Management: An Integrated Approach. Boston Houghton Mifflin Co., 3rd ed.
Hitt, M.A., R.D. Ireland, & R.E. Hoskisson, 1995. Strategic Management: Competitiveness and Globalization, West Publishing.
Hoskisson, R.E., C.W.L. Hill and H. Kim. 1999. Theory and research in strategic management: Swings of a Pendulum. Journal of Management, 25:417-456.
Jondrow, J., C.A.K. Lovell, I.S. Materov, and P. Schmidt. 1982. On estimation of technical inefficiency in the stochastic frontier production function model. Journal of Econometrics, 19: 233-238.
Khanna, T., K. Palepu. 1999. The right way to restructure conglomerates in emerging markets. Harvard Business Review, 77(4): 125-134.
Klein, B., R. Crawfod, and A. Alchian. 1978. Vertical integration, appropriablerents, and the competitive contracting process. Journal of Law and Economics, 21:297-326.
Kogut, B., U. Zander. 1992, Knowledge of the firm, combinative capabilities, and the replication of technology. Organization Science, 3(3): 383-397.
Lapre´, M.A., G.D. Scudder. 2004. Performance improvement paths in the U.S. airline industry: Linking trade-offs to asset frontiers. Production and Operations Management, 13(2): 123–134.
Lecraw, D.J. 1984. Diversification strategy and performance. The Journal of Industrial Economics, 33: 179-198.
Leonard-Barton, D. 1992. Core capabilities and core rigidities: A paradox in managing new product development. Strategic Management Journal, 13: 111-125.
Leong, G.K., D.L. Snyder, and P.T. Ward. 1990. Research in the process and content of manufacturing strategy. OMEGA International Journal of Management Science, 18(2): 109-122.
Lou, Y. 1998. Industry attractiveness, firm competence, and international investment performance in a transitional economy. Bulletin of Economic Research, 50(1): 73-82.
Mahoney, J.T., J.R. Pandian. 1992. The resource-based view within the conversation of strategic management. Strategic Management Journal, 13: 636-380.
Makadok, R. 2001. Toward a synthesis of the resource-based and dynamic-capability views of rent creation. Strategic Management Journal, 22(5): 387-402.
Makadok, R. 2002. A rational-expectations revision of Makadok''s resource/capability synthesis. Strategic Management Journal, 23(11): 1051-1057.
Markides, C.C., P.J. Williamson. 1994. Related diversification, core competences and corporate performance. Strategic Management Journal, 15: 149-165.
Mason, E.S. 1939. Price and production policies of large-scale enterprise. American Economic Review, Supplement, 29(March): 61-74.
Mauri A.J., M.P. Michaels. 1998. Firm and industry effects within strategic management: an empirical examination. Strategic Management Journal, 19(3): 211-219.
McAulay, L., G. Russell, and Sims, J. 1997. Tacit knowledge for competitive advantage. Management Accounting—London, 75(11): 36-37.
McGahan, A.M., M.E. Porter. 1997. How much does industry matter, really? Strategic Management Journal, Summer Special Issue 18: 15-30.
McGee, J., H. Thomas. 1986. Strategic group: theory, research and taxonomy. Strategic Management Journal, 7: 151.
McGuire, J.B., T. Scheeweiss, and B. Branch. 1990. Perceptions of firm quality: A cause or result of firm performance? Journal of Management, 16: 167-180.
McNamara, G., F. Aime, and P. M. Vaaler. 2005. Is performance driven by industry- or firm-specific factors? A response to Hawawini, Subramanian, and Verdin. Strategic Management Journal, 26: 1075-1081.
McWilliams A., D.L. Smart. 1993. Efficiency v. structure conduct performance: implications for strategy research and practice. Journal of Management, 19: 63-79.
Meeusen W., J. van den Broeck. 1977. Efficiency estimation from Cobb-Douglas production function with composed error, International Economic Review, 18: 435-444.
Michael J.R., Urs S. Daellenbach, 1999. Research notes and communications rethinking methods for the resource-based theory perspective: Isolating sources of sustainable competitive advantage. Strategic Management Journal, 20: 487-494.
Montgomery, C.A., B. Wernerfelt. 1988. Diversification, Ricardian rents, and Tobin’s q. RAND Journal. 623-632.
Moon, S.Y. 2005. An analysis of global retail strategies: A case of U.S. based retailers. Journal of American Academy of Business, Cambridge, 7(1):219-222.
Nakane, J. 1986. Manufacturing Futures Survey in Japan: A Comparative Survey, 1983-1986. Waseda University, Systems Science Institute, Tokyo, Japan.
Noble, M.A. 1995. Manufacturing strategy: Testing the cumulative model in a multiple country context. Decision Sciences, 26(5): 693–721.
Nonaka, I. 1991, The knowledge-creating company. Harvard Business Review, 69(Nov-Dec): 96-104.
Oliver, C. 1997. Sustainable competitive advantage: Combining institutional and resource-based views. Strategic Management Journal, 18: 697-713.
Paul, E.G. 1998. A Chicago-school approach to antitrust for developing economies. Antitrust Bulletin, New York: 43(1):261-274.
Peteraf, M. 1993. The cornerstones of competitive advantage: A resource-based view. Strategic Management Journal, 14(3):179-191.
Porter, M. E., 1980. Competitive Strategy: Techniques for Analyzing Industries and Competitors. Free press: New York.
Porter, M. E., 1985. Competitive Advantage. Free press: New York.
Porter, M. E., 1991. Towards a dynamic theory of strategy. Strategic Management Journal, Winter Special Issue 12: 95-117.
Porter, M. E., 1996. What is a strategy? Harvard Business Review, 74(November - December ): 61-78.
Powell, T.C. 1992. Strategic planning as competitive advantage. Strategic Management Journal, 13:551-558.
Powell, T.C. 1996. How much does industry matter? An alternative empirical test. Strategic Management Journal, 17:323-334.new window
Prahalad, C.K., G. Hamel. 1990. The core competence of the corporation. Harvard Business Review, 68(May-June): 79-91.
Ravenscraft, D.J. 1983. Structure-profit relationships at the line of business and industry level. Review of Economics and Statistics, 65: 22-31.
Rao, C. R., 1971. Estimation of variance and covariance components: MINQUE theory. Journal of Multivariate Analysis, 1: 257-275.
Roberts, P.W. 1999. Product innovation, product-market competition and persistent profitability in the U.S. pharmaceutical industry. Strategic Management Journal, 20: 655-670.
Roquebert, J. A., R. L. Phillips, and P. A. Westfall. 1996. Markets vs. Management: What ‘Drives’ profitability? Strategic Management Journal, 17(8): 653-664.
Rumelt, R. 1984. Toward a strategic theory of the firm, In R. Lamb (Ed), Competitive Strategic Management: 556-70. Englewood Cliffs: Prentice Hall.
Rumelt, R. 1987. “Theory, strategy, and entrepreneurship.” In Teece, D. ed. The Competitive Challenge. Ballinger, Cambridge, MA: 137-158.
Rumelt, R. 1991. How much does industry matter? Strategic Management Journal, 12: 167-185.
Schmalensee R. 1985. Do markets differ much? American Economic Review, 75(3): 341-351.
Schmenner, R.W., M.L. Swink. 1998. On theory in operations management. Journal of Operations Management, 17(1): 97–113.
Simmonds, P. 1990. The combined diversification breadth and mode dimensions and the performance of large diversified firm. Strategic Management Journal, 11: 339-410.
Sims, C. 1980. Macroeconomics and reality. Econometrica, 48(1): 1-48.
Skinner, W. 1969. Manufacturing-missing link in corporate strategy. Harvard Business Review, 47(3): 136-145.
Skinner, W. 1996. Manufacturing strategy on the “S” curve. Production and Operations Management, 5(1): 3–14.
Stanley, F.S., J.Z. Thomas. 1992. Shareholder value and investment strategy using the general portfolio model. Journal of Management, 18(4); 717-732.
Teece, D.J. 1986. “Firm boundaries, technological innovation, and strategic management.” In Thomas, L.G. III. (ed.) The Economics of Strategic Planning. Lexington, Lexington, MA. 187-199.
Teece, D.J., G. Pisano, and A. Shuen. 1997. Dynamic capabilities and strategic management. Strategic Management Journal, 18(7) Summer Special Iss:509-533.
Timmer, C.P. 1971. Using a Probabilistic Frontier Function to Measure Technical Efficiency, Journal of Political Economy, 79:, 776-794.
Tirole, J. 1989. The Theory of Industrial Organization. MIT Press: Cambridge, MA.
Vastag, G. 2000. The theory of performance frontiers. Journal of Operations Management, 18(3): 353–360.
Waring, G.F. 1996. Industry differences in the persistence of firm-specific returns. American Economic Review, 86: 1253-1265.
Weiss, L.W. 1974. “The concentration-profits relationship and antitrust.” In Harvey, J.G. et al. eds. Industrial Concentration: The New Learning. Boston: Little-Brown.
Wernerfelt, B. 1984. A Resource-Based View of the Firm. Strategic Management Journal, 5: 171-180.
Wernerfelt, B. 1989. From critical resources to corporate strategy. Journal of General Management, 14:4-12.
Wernerfelt, B., C.A. Montgomery. 1986. What is an attractive industry? Management Science, 32(10): 1223-1230.
Wiggins, R.R., T.W. Ruefli. 2002. Competitive Advantage: Temporal Dynamics and the Incidence and Persistence of Superior Economic Performance. Organization Science, 13(1): 82-105.
Williamson, O.E. 1975. Market and Hierarchies. Free press: New York.
Williamson, O.E. 1991. Strategizing, economizing, and economic organization. Strategic Management Journal, Winter Special Issue 12:75-94.
Williamson, O.E. 1999. Strategy research: governance and competence perspectives. Strategic Management Journal, 20(12): 1087-1108.
 
 
 
 
第一頁 上一頁 下一頁 最後一頁 top
QR Code
QRCODE