| Summary: | 碩士 === 逢甲大學 === 科技管理研究所 === 97 === OEM/ODM industry is becoming main high technology in Taiwan. Due to merger and vertical integration competition become fiercer and fiercer, OEM/ODM firms were seeking effective method of strategic analysis to enhance competitiveness. In the past, Porter’s static analysis and Chen’s product market analysis can not completely explain factor market competition, especially in TFT-LCD industry in Taiwan.
In order to explain about the competitor''s different response time after AUO merging Quanta and panel firms vertical integration, my study follow Chen''s dynamic competitive theoretical framework in 1996, and supported by the rivalry of factor market. At the same time, this study collect shipment and capacity data to verify panel firm merger and vertical integration issue.
Finally, my study find that the bigger OEM/ODM firms and competitor’s market commonality is, the earlier competitor’s response time is, and the bigger OEM/ODM firms and competitor’s resource similarity is, the earlier competitor’s response time is. Meanwhile the higher in the frequency of taking action. At the same time, this study also find that the probability of any two OEM/ODM firms having the same degree of market commonality and resource similarity is very small. Asymmetry in the competition will exist in a pair of OEM firms, and the degree of asymmetry changes with time.
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