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系統識別號 U0026-0812200915044040
論文名稱(中文) 認知複雜度對績效的影響: 以台灣半導體產業的認知策略群組為例之實證研究
論文名稱(英文) Performance Implications of Cognitive Complexity: An Empirical Study of Cognitive Strategic Groups in Taiwan Semiconductor Industry
校院名稱 成功大學
系所名稱(中) 企業管理學系碩博士班
系所名稱(英) Department of Business Administration
學年度 97
學期 1
出版年 98
研究生(中文) 鄭淑玲
研究生(英文) Shu-ling Cheng
學號 R4893106
學位類別 博士
語文別 英文
論文頁數 89頁
口試委員 口試委員-方世杰
口試委員-龔榮源
口試委員-康信鴻
指導教授-張海青
口試委員-林佳姿
中文關鍵字 認知策略群組  半導體產業  認知複雜度  電腦輔助內容分析  主題 
英文關鍵字 cognitive strategic group  semiconductor industry  cognitive complexity  themes  content analysis 
學科別分類
中文摘要 認知策略群組的研究在策略管理的領域中已受到相當的重視。認知策略群組以經理人的認知為分群的變數,能夠真實反映經理人對於競爭環境與競爭對手的看法。由於認知群組差異會影響績效,探討認知群組的特徵差異,有助於了解廠商如何創造可持久的競爭優勢,是十分重要的研究主題。因此,本研究進行認知策略群組的認知複雜度對績效影響之實證研究,以台灣半導體產業為例。首先,蒐集各上市公司「致股東的一封信」,再利用電腦輔助內容分析方法及因素分析,分析這些信中經理人認知的主題,並經由信度與效度的檢查,將具顯著信度與效度的主題(構面)作為衡量經理人認知的變數。然後,依據這些主題,利用分群的方法,找出認知策略群組,同時了解各認知策略群組的特徵差異,並確認這些認知策略群組存在顯著的績效差異。最後,本文探討認知策略群組的認知複雜度及重視構面傾向內在或外在環境因素的差異對績效的影響。
本研究發現三個具顯著信度與效度的主題,分別為生產、顧客及產品,並辨識出五群認知策略群組,包括三群認知複雜的認知策略群組、一群認知簡單的認知策略群組及一群沒有重視任何主題的認知策略群組。本研究結果顯示,認知複雜度較高的認知策略群組,相較於認知簡單或是沒有重視任何主題的認知策略群組,其績效較好。此外,相同認知複雜度的認知策略群組,重視構面屬於外在環境的認知策略群組,如同時重視顧客與產品兩個主題的認知策略群組,會有較高的績效。本文的研究發現有助於了解,在高度競爭的產業,如半導體產業,認知複雜的廠商可充分掌握產業的競爭全貌,可以達到最好的績效。
英文摘要 Cognitive strategic group research has received considerable attention in the field of strategic management. Cognitive strategic groups are formed by using the variables underlying managerial mental models that can truly reflect the managerial perceptions of competitive environment and competitors. Therefore, it is a very important topic to understand how firms sustain their competitive advantages through analyzing the different characteristics of cognitive strategic groups since different cognitive strategic groups experience different levels of performance. The research investigates the performance implications of cognitive complexity of cognitive strategic groups in Taiwan semiconductor industry. First, a letter to shareholder of each publicly traded company is collected as the data source. Second, through the computer-aided content analysis and factor analysis, themes underlying managerial perceptions are identified. Then, the reliability and validity tests are conducted. Themes with statistical reliability and validity are retained and used as the variables to cluster firms. The characteristics of each cognitive strategic groups are also identified. Moreover, the performance differences exist among the cognitive strategic groups. Finally, the study investigates the performance implications of cognitive complexity and external/internal related factors held by managers.
The study specifies three statistically reliable and accurate themes (operation, customer, and product) and identifies five types of cognitive strategic groups with different degrees of cognitive complexity on perceived strategic dimensions. The results indicate that the cognitively complex groups outperform the cognitively simple or non-focus group. More specifically, cognitively complex groups with dual orientations toward customers and products sustain competitive advantages over time. The findings enhance understanding that in a highly competitive industry such as the semiconductor industry, cognitively complex firms can encompass an elaborate picture of the competition to respond to environmental changes appropriately. Therefore, they can experience superior performance.
論文目次 Contents
Chapter I Introduction ……………… 1
1.1 Motivation………………………… 1
1.2 Objective……………………………7
1.3 Research Framework……………………9
Chapter II Theory and Hypotheses……………10
2.1. Strategic Group………………………………10
2.2 Cognitive Strategic Group……………………18
2.3 Effect of Cognitive Complexity on Performance…28
2.4 Effect of External/Internal Related Factors of Managerial Perceptions on Performance 33
Chapter III Research Methodology……………38
3.1. Letters to Shareholders……………………38
3.2. Content Analysis………………………40
3.3. Industry Description…………………………45
3.4. Specification of Mental Models………………46
3.4.1 Themes as the Measures of Mental Models…46
3.4.2 Computer-aided Content Analysis…………47
3.5 Data Collection 50
3.6 Identification of the Cognitive Strategic Space and Strategic Groups………51
3.7. Assessment of Cognitive Strategic Groups and Validation of Group Structure 52
3.8 Performance Variables…………………………52
Chapter IV Findings and Discussions…………38
4.1 Specification of Themes………………53
4.2 Identification of Cognitive Strategic Groups using Clustering Analysis…58
4.3 Evolutionary Strategic Group Structures……64
4.4 Analysis and Result….…………67
Chapter V Conclusion............72
5.1 Conclusion…….………………………72
5.2 Limitation…….……75
5.3 Future Research Direction….……76
References…….…………78
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