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研究生: 張舒喬
Chang-Shu-Chiao
論文名稱: 電動車產業創新商業模式之個案研究- 以特斯拉為例
The Innovation Business Model Development of Electric Vehicle–Case study on Tesla.
指導教授: 欒斌
Pin Luarn
口試委員: 陳正綱
none
李國光
none
學位類別: 碩士
Master
系所名稱: 管理學院 - 管理學院MBA
School of Management International (MBA)
論文出版年: 2016
畢業學年度: 104
語文別: 中文
論文頁數: 78
中文關鍵詞: 電動車商業模式跨越鴻溝特斯拉
外文關鍵詞: Electric Vehicles, Business Models, Crossing the chasm, Tesla
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  • 電動車發展超過百年歷史,經歷了沒落後又再度興起。過去,因無法克服電池與充電關鍵技術,導致電動車發展一直無法普及。近年來科技的進步使電動車的技術有了重大突破,加上能源枯竭的外部因素,電動車產業再度興起。本研究選定於該產業中具有重大突破及影響力的案例作為探討,並選定美國矽谷的新興科技電動車公司「特斯拉汽車(Tesla Motors)」為個案研究。透過Osterwalder的商業模式及Moore的跨越鴻溝理論觀點,分析其成功模型。
    雖全球汽車大廠皆積極投入電動車的開發與推動,但電動車產業發展已久,卻持續處於尚未成熟的階段,表示過去燃油車的成功模式在電動車市場中發展有限。因此,特斯拉透過創新商業模式加速企業成熟,包含:以關鍵技術建立競爭優勢、充分整合同業資源、打造紮實基礎設施及開放式創新,進而實現產品滲透和事業版圖擴張之策略佈局,同時又可催化產業的成熟。並以「跨越鴻溝」的階段性策略,將產品推向主流市場中。本研究發現,新興科技產品的成功,不再只是透過優越的單一產品,還得搭配完整之商業生態系統,尚未成熟的初期,應擴大原有事業版圖,將觸角延伸至多點,展開點線面的的商業生態系佈局動作,規劃完善的基礎建設與服務,為現代新興的科技產品或新興產業成功進入市場之重要因素。
    另外,創新擴散理論中,企業需超過16%的市佔才屬成功跨越鴻溝。但本研究顯示,特斯拉雖跨越電動車產業的鴻溝,卻非同等於跨越整體汽車市場的鴻溝。換言之,創新擴散理論在整體汽車產業中,表現並不顯著。建議未來可加入更多新興科技產品欲跨越既有規模較大的傳統市場之個案,並選定具代表性之多個企業,同時進行較完整的比較分析,以增加理論基礎之驗證。


    Development of electric vehicles experienced its up and down for more than a century of history,. In the past, their inability to overcome the key technology of batteries and charging caused electric car development to be stagnant. In recent years, electric vehicle technology has a major breakthrough due to advances in technology, coupled with external factors of energy depletion, the industry resurgence. Selected in this study that the industry has a major breakthrough and powerful case study. This study selected United States emerging technology in Silicon Valley electric car company, "Tesla's cars (Tesla Motors)" as a case study. This research refers to the Osterwalder's business model and Moore's crossing the chasm theory to analyze the case.
    Although the global car companies are actively involved in the development and promotion of electric vehicles, electric car industry has for a long time, has continued at a premature stage. This shows past fuel vehicles model developed in the electric vehicle market is limited. Tesla accelerate maturity of the business through the use of innovative business models which include the key technologies for competitive advantage, full integration of resources, building a solid infrastructure and open innovation, product penetration and business expansion strategy, and catalyzes industry matures. And "crossing the chasm" phase strategy, bring products to market. This research found that the success of emerging technology products is no longer soley relaying on superior of single product, but also by matching full of bsiness Ecosystem, yet mature of early, should expanded original career layout, will tentacles extends up to points, expand points line surface of of commercial ecological Department layout action, planning perfect of based construction and service, for modern emerging of technology products or industries success into market of important factors.
    In addition, the diffusion of innovation theory, only businesses with more than 16% market shares, are considered successful in crossing the chasm. But this research shows that although Tesla divide across the industry, it does not with across the divide of the automobile market as a whole. In other words, the theory of diffusion of innovation is not significant in the auto industry as a whole. It is suggested that in the future, researches may include more emerging technologies to traditional market that spans both large cases, and select representative of more than one enterprise, at the same time with a more complete comparative analysis to increase the theoretical basis of verification.

    第壹章 緒論1 第一節 研究背景與動機1 第二節 研究目的2 第三節 研究內容與流程2 第四節 研究限制3 第貳章 文獻探討4 第一節 商業模式4 第二節 創新7 第三節 技術採用生命週期10 第四節 開放式創新14 第參章 電動車產業介紹16 第一節 電動車產業簡介16 第二節 電動車市場趨勢18 第三節 各國產業政策與概況21 第四節 電動車產業範圍28 第肆章 特斯拉-個案介紹與探討31 第一節 特斯拉公司背景31 第二節 特斯拉商業模式32 第二節 特斯拉商業策略47 第伍章 結論與建議61 第一節 研究結果與討論61 第二節 研究建議66 參考文獻68

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