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研究生: 李翌瑄
Lee, Yi-Hsuan
論文名稱: 探討專利技術對產品效能影響之研究-以自行車變速器廠商為例
Exploring the influence of firm's technological capability on product performance: A study of bicycle component industry
指導教授: 林清河
Lin, Chin-Ho
學位類別: 碩士
Master
系所名稱: 管理學院 - 工業與資訊管理學系
Department of Industrial and Information Management
論文出版年: 2012
畢業學年度: 100
語文別: 中文
論文頁數: 65
中文關鍵詞: 技術創新研發能耐產品效能專利分析
外文關鍵詞: technological innovation, research and development capacity (R&D capacity), product effectiveness, patent analysis
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  • 技術創新發展的過程會造成整個產業大環境的改變,在內外部環境不斷改變下,企業如何掌握技術領先與強化產品效能以增加其競爭優勢是非常重要的一個議題。本研究試圖以專利分析來了解目前自行車變速器廠商研發技術之現況,並針對其贊助車隊於自行車三大賽事中的成績與其企業專利指標之間的關係做進一步的探討,分別從專利數量與專利品質的分析中歸納出企業技術強度與研發能耐能彰顯在產品效能上,進而提高競賽的成績。
    本研究擬以變速器大廠SHIMANO、SRAM與 Campagnolo作為研究對象,蒐集2007-2011年三大賽事中三家公司其贊助車隊之成績以及三家公司五年內的專利資料,以專利地圖中公司別分析對各公司進行各種專利競爭指標的探討。另外,透過專利分類號分析來觀察三家公司主要發展技術領域之差異性,以及投入研發的重點,探討企業發展整體技術的趨勢。
    研究結果發現自行車變速器套件的研發技術與產品效能之消長趨勢一致,企業能從研發深度以及研發廣度兩大層面做加強,有效掌握核心技術進而持續不斷的發展新技術。除此之外,企業能藉由研發能耐的提升以吸引合作廠商的目光,增加企業價值與提升市場佔有率。
    最後,本研究亦發現自行車變速器零組件的一級研發戰區為變速器手把與變速器三大件,企業可以根據市場的重要動態來訂定技術發展之策略,並且投入資源來發展這兩項相對重要的技術領域以取得同業競爭優勢。

    Technological innovation and development often bring about substantial changes in the entire industry. Under circumstances where changes are incessantly taking place in both the internal and external environments, it has become a major issue as to how an enterprise may take hold of leadership in the technological field and strengthen product performance in order to bolster its competitive advantages. This study attempts to understand the current status of research and development (R&D) among bicycle transmission manufacturers through patent analysis and further investigates the correlation between corporate patent indicators and the score results of cycling teams that are respectively sponsored by the aforesaid manufacturers. From the number of patents and the patent quality analysis, it is concluded that the technological intensity and the R&D capacity of an enterprise could manifest themselves in product performance, which would in turn improve the results of competitions.
    This study, on one hand, collects the score data of the three cycling teams that are respectively sponsored by our research subjects - SHIMANO, SRAM and Campagnolo - from the annual cycling events during 2007 to 2011. On the other hand, the patent data over the last five years are also collected from those bicycle transmission manufacturers so that the patent map analysis can be conducted to investigate the various indicators of patent competitiveness across individual manufacturers. Meanwhile, in order to investigate the overall trend of corporate development, differences in the major fields of technology development among the three manufacturers as well as the investment focus in R&D are also observed through patent classification.
    The research results show a consistent correlation between the R&D techniques of bicycle transmission parts and the product performance. Hence, an enterprise could improve the depth and breadth of its R&D capacity to effectively master the core technology and continue the development of new technologies. Through the enhancement of R&D capacity, an enterprise could, at the same time, attract the eyes of potential cooperative partners to increase corporate value and expand its market share.
    Last but not least, this study finds that the top ranked warzone for the R&D of bicycle transmission parts lies in the transmission handles and the other three types of major transmission components. An enterprise may formulate its own technological development strategy according to market dynamics and commit resources to the development of the two relatively important fields so as to obtain competitive advantages within the same industry.

    摘要 I Abstract II 誌謝 IV 目錄 V 表目錄 VIII 圖目錄 IX 第一章、緒論 1 1.1 研究背景與動機 1 1.2 研究目的 3 1.3 研究流程 5 第二章、文獻探討 6 2.1 自行車產業 6 2.1.1 自行車技術創新 7 2.1.2 競賽與行銷 8 2.1.3 競賽與科技 11 2.2 技術創新 12 2.2.1 創新績效指標 14 2.3 專利資訊 16 2.3.1 專利權 17 2.3.2 專利分析 18 2.3.3 專利分類 20 2.3.3.1國際專利分類 20 2.3.3.2美國專利分類 21 第三章、研究方法 23 3.1 研究資料 23 3.1.1 研究樣本 23 3.1.2三大自行車賽事資料來源 24 3.1.3專利資料來源 25 3.2 專利地圖 27 3.3 變數定義 28 3.3.1 專利指標 28 3.3.2競賽成績 30 3.4 變數關聯性 31 3.4.1專利數量指標與其贊助車隊之競賽成績 32 3.4.2專利品質指標與其贊助車隊之競賽成績 32 第四章、研究結果與分析 34 4.1 專利範圍選取 34 4.2專利資料分析 35 4.2.1 專利數量指標 35 4.2.2 專利品質指標 38 4.2.3 小結 40 4.3 競賽成績分析 41 4.3.1 競賽成績積分 41 4.3.2 車隊套件佔有率 42 4.3.3 小結 44 4.4 專利分類號分析 44 4.5 整合分析 48 4.5.1 變速器三大件 48 4.5.2 變速手把 50 4.5.3 整體技術發展 51 第五章、結論與建議 54 5.1 結論 54 5.2管理意涵 56 5.3研究限制與未來研究方向 57 參考文獻 59 附錄 65 附錄A 65

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