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研究生: 林浩鉅
Hao-Chu Lin
論文名稱: 國家前瞻規劃及技術策略方法研究
National Foresight Planning and Technology Strategy Methodology Study
指導教授: 欒斌
Pin Luarn
口試委員: 盧希鵬
Hsi-Peng Lu
陳正綱
Cheng-Kang Chen
詹前隆
Chien-Lung Chan
陳苡任
I-Jen Chen
學位類別: 博士
Doctor
系所名稱: 管理學院 - 管理研究所
Graduate Institute of Management
論文出版年: 2012
畢業學年度: 100
語文別: 中文
論文頁數: 77
中文關鍵詞: 情境敏感度矩陣情境策略矩陣動態調整模組化設計適應性前瞻國家前瞻情境敏感度指標
外文關鍵詞: Scenario Strategy Matrix (SSM), modular design, dynamic planning, adaptive foresight, National foresight, Scenario Sensitivity Matrix (SSM), Scenario Sensitivity Index (SSI)
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  • 為了因應未來外在環境的挑戰,同時凝聚國家發展共識,過去三十多年來,已開發國家與開發中國家 紛紛投入前瞻計畫的運作,試圖透過一標準化的操作模式,決定國家發展的方向與研發資源投入的重點。然而,過去以4-5年為一週期且大規模的國家前瞻規劃受到許多挑戰,並在導入國家前瞻政策時產生困難,包括:規劃的時間太長,以致趕不上環境的變動、規劃的投入資源龐大,不適合資源有限國家、遇到規劃過程的可操作性與如何扣合後續計畫推動的瓶頸等。此外前瞻規劃對於國家發展而言,技術研發與取得為未來國家競爭優勢。然而面臨包括技術開發的不確定性、外部環境的不確定性與如何保持策略調整彈性,皆是快速變化的環境中,國家前瞻規劃所面臨的挑戰。

    本論文分為兩大研究主軸,第一主軸主要探討國家前瞻規劃方法,提出動態模組設計觀點,以克服上述困難,並以台灣產業科技前瞻研究計畫經驗為例,闡述各階段台灣前瞻規劃之過程與成果,同時,探討如何以動態模組設計觀點,進行台灣產業科技前瞻規劃之操作模式。第二主軸主要探討前瞻規劃之技術發展策略,為了有效處理外界環境之不確定性,本文提出「情境策略矩陣」、「情境敏感度矩陣」及「情境敏感度指標」分析方法, 並以2020年台灣新興技術選擇為案例,驗證情境變化下的技術策略分析結果。


    In response to future external environmental challenges and gather consensus on national development, developed and developing countries have endeavored on foresight projects respectively over the past thirty years to set national direction of development and allocate R&D resources through a standardized operational model. However, the major national foresight programs with 4-5 year as a cycle have confronted many challenges including prolonged planning time resulting in not keeping up with the ever-changing environment; massive resource investment not suitable for countries with limited resources; and bottlenecks such as operability of planning process connecting to the follow-up project promotion. In addition, in the national foresight planning, technology development and acquisition are two crucial competitive advantages for countries. However, countries confront three challenges, i.e., uncertainties of technology development, uncertainties of external environment, and how to maintain strategic flexibility in carrying out technology strategic planning in the rapid-changing environment.
    In this thesis, we have two major topics. In the first topic, we focus on the national foresight methodology and propose a dynamic modular design perspective to overcome such difficulties and demonstrate the process and achievements of foresight planning with 2020 Taiwan Foresight Project as an example. In the second topic, we focus on the technology strategy analysis for the national foresight and propose Scenario Strategy Matrix (SSM)、 Scenario Sensitivity Matrix (SSM) and Scenario Sensitivity Index (SSI) as instruments and discuss the technology development strategy under scenarios change with selection of emerging technologies for Taiwan in 2020 as a case.

    目 錄 摘要 ……………………………………………………………......... I Abstract ……………………………………………………………......... II 致謝 ……………………………………………………………......... III 目錄 ……………………………………………………………......... IV 符號索引 ……………………………………………………………......... VI 圖表索引 ……………………………………………………………......... VII 第一章 緒論……………………………………………………………. 1 1.1 研究背景與問題………………………………………….. 1 1.2 研究架構與方法………………………………………….. 3 第二章 文獻探討………………………………………………………. 6 2.1 國家前瞻與技術前瞻………….…………………………. 6 2.2 情境規劃法…………………….…………………………. 9 2.3 技術規劃法…………………….…………………………. 11 2.4 技術策略與策略彈性………….…………………………. 13 2.5 小結…………………………………..…………………… 15 第三章 前瞻規劃之模組化設計與動態調整…………………………. 17 3.1 前瞻規劃分類………………….…………………………. 17 3.2 模組化設計…………………….…………………………. 21 3.3 動態調整機制………………………..…………………… 26 3.4 小結…………………………………..…………………… 30 第四章 情境分析與技術群組規劃……………………………………. 32 4.1 未來情境分析…………………………………………….. 32 4.2 建構技術群組…………………………………………….. 35 4.3 結合情境之技術群組規劃……………………………….. 38 4.4 外卡技術辨識………………………………………….…. 42 4.5小結…………………………………………………….….. 43 第五章 情境變化之技術策略分析(一)………………………….… 45 5.1 情境策略模型…………………………………………….. 45 5.2 情境策略矩陣…………………………………………….. 48 5.3 實證分析………………………………………………….. 50 5.4 小結…………………………………………………….…. 58 第六章 情境變化之技術策略分析(二)…………………………….. 59 6.1 情境敏感度分析………………………………………….. 59 6.2 實證分析………………………………………………….. 63 6.3 小結……………………………………………………….. 68 第七章 討論與結論………………………………………………….… 69 7.1 綜合討論………………………………………………….. 69 7.2 後續研究方向…………………………………………….. 71 參考文獻 …………………………………………………………………. 72 作者簡介 …………………………………………………………………. 77

    中文部分:
    1. 工研院IEK,資策會MIC,2008,2015年台灣產業發展願境與策略2008版,經濟部政府出版品。
    2. 資策會MIC,2011,產業科技前瞻研究方法論精選,經濟部政府出版品。
    3. 資策會MIC,2011,產業科技關鍵技術基礎知識彙編,經濟部政府出版品。
    4. 資策會MIC、工研院2011,臺灣產業科技前瞻研究計畫系列叢書,經濟部政府出版品。

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