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AUO(AUO(AUO(

Copyright owned by professor Susan WangDo not cite, circulate or copy without the author spermission

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TFT-LCDTFT-LCDTFT-LCD

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19971997

.

flat panel

19961996

flat panel

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1998

3 5

1999

19997 3.5

19998 4

2002

5

2005

6

2001 9

2006

7.54

2001

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199619961996

player•••••• Mitsubishi

player••• Hyundai

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1996 2006

5 609 8

58.171999

29312006

72 42000 2007 212 33

2005

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Murtha&Lenway(2006)

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AUOAUOAUO

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1200

1995 1996 1998 2000 2002 2004 2005 20063.5

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19983.5

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Feedback19972004

2005 2

FeedbackFeedbackFeedbackFeedback

4567.5

2005

50 48984 17872214 3347

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2000 9

2002 5New YorkStock Exchange

1996 20068

6

ADR 3

0.56

3.37

17.56

26.62

51.89

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2001 92006 10

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1996 52001 3 1252001 9 2972006 8 609

RIETI政策シンポジウム2007・3・14

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Ｍｅｔａｎａｔｉｏｎａｌ経営の検討

Ｍｅｔａｎａｔｉｏｎａｌの定義：

are characterized by

harvesting distributed knowledge from all over the world and leveraging it into innovative products whose delivery shape may vary in their different markets and geographies

（Ｙｖｅｓ Ｌ．DOZ，Ｐｅｔｅｒ Ｗｉｌｌｉａｍｓｏｎ，Ｊｏｓｅ Ｓａｎｔｏｓ [2001] ）

• Three key capabilities• 1.sensing• 2.mobilizing• 3.operationalizing

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SensingChance for TFT-LCD

SensingChance for TFT-LCD

SensingChance for TFT-LCD

Vision

able to detect new opportunities

TFT LCD:21 displayTFT-LCD CRT

1999 9940CRT :23660

20005 2429026550

DOZ, [2001]

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SensingChance for NPC and Monitor

SensingChance for NPC and Monitor

SensingChance for NPC and Monitor

Vision

NPC 4958

NPC1998 15512000 2 00

(

1998 NPC

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:NPC:13.3,14.1,17 inchMonitor: 15inch

Technology : transfer from Japan IBM96.33

Capital : 2000/9 public in Taiwan Stock Exchange2002/5 public in New York Stock Exchange

able to turn these opportunities into effective actions through magnetsDOZ m [2001]

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0perationalizing0perationalizing0perationalizing

2001/9 Merge

52006/10/ MergeQDI

able to scale up and deliver globally( DOZ [2001]

20

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1999 4 3.5G

1999 7 13.32000 4 14.12000 5 17200 2 4G

2002 12 G

2003 2 26

2003 8 30200 1 G

0perationalizing0perationalizing0perationalizing2006 12 7.5

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0perationalizing0perationalizing0perationalizing

Corning NEG

Polarizer

1999 10

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0perationalizing0perationalizing0perationalizing

speed

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ImplicationsImplicationsImplicationsStart Up Start Up Start Up

Sensing 0perationalizing speeding