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研究生: 王君
Wang, Chun
論文名稱: 台灣軌道產業發展策略之研究—以Porter鑽石模型觀點探討
Development Strategies of Taiwan's Rail Industry: An Analysis from the Perspective of Porter's Diamond Model
指導教授: 郭振銘
Kuo, Chen-Ming
學位類別: 碩士
Master
系所名稱: 工學院 - 土木工程學系
Department of Civil Engineering
論文出版年: 2025
畢業學年度: 113
語文別: 中文
論文頁數: 85
中文關鍵詞: 軌道產業產業競爭力Porter 鑽石模型DEMATEL
外文關鍵詞: Rail Industry, Industrial Competitiveness, Porter’s Diamond Model, DEMATEL
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  • 隨著全球化與智慧運輸技術的發展,軌道運輸成為各國推動永續交通與強化經濟動能的重要基礎設施。台灣投資數兆元建立高鐵、台鐵、捷運與輕軌的多元軌道系統,然而核心機電系統仍仰賴國外。近年來政府推動發展軌道產業與提升國產化,但是技術自主性、產業鏈整合與國際競爭力方面仍面臨顯著挑戰。
    本研究以Porter鑽石模型為理論基礎,採混合方法進行分析。首先透過文獻回顧與國際案例(如日本、德國與韓國)的比較,掌握軌道產業國際化發展模式與策略;其次,透過深度訪談掌握台灣業者實務經驗,聚焦產業發展之關鍵研究面向;再以 DEMATEL 方法進行問卷調查與影響分析,量化各構面間之影響程度與因果關係,建立總影響關係矩陣與因果關係圖。探討台灣軌道產業在國內外市場發展上的關鍵影響構面與挑戰,進一步提出強化競爭力與國際化策略之建議。
    研究結果顯示,「市場需求」是驅動產業互動系統的核心牽引力。然而,台灣內需市場規模有限、需求不穩定,難以支撐長期投資與技術研發。「政策與法規」是推動整體產業運作的關鍵力量,對其他構面有明確的引導作用,但與其他構面的實際連結仍待加強。「人力技術與資本」與「產業鏈與研發潛力」則為重要支撐構面,關聯性強、參與度高,對產業發展具重要基礎作用。「發展策略與產品開發」與「市場競爭與開拓」多屬被動,企業整體投入與規劃意識仍顯不足。
    政府應強化政策與法規的整合與連貫性,建立常設專責軌道政策幕僚機構及軌道產業推廣整合平台,兼顧技術、市場與制度觀點,並掌握國際需求趨勢,協助切入國際軌道產品供應鏈。同時應檢討軌道建設規劃與採購準則,建立風險分擔機制,降低產業參與門檻及提升使用國產品意願。企業方面應檢視經營策略,重視國際市場動向,發展差異化產品與技術,提升整體競爭力與國際參與度。

    With the rise of globalization and smart mobility technologies, railway systems have become key infrastructure for promoting sustainable transport and economic growth. Taiwan has developed a diverse rail network—including high-speed rail, conventional rail, metro, and light rail—but still faces challenges in technological autonomy, supply chain integration, and international competitiveness.
    This study adopts Porter’s Diamond Model and applies a mixed-methods approach. It first analyzes international cases (Japan, Germany, South Korea) to identify strategies for global development. Then, through in-depth interviews and DEMATEL-based questionnaire analysis, the study explores key influencing factors and their causal relationships in Taiwan’s rail industry.
    Results show that “Market Demand” is the core driver in the industry’s interaction system, yet Taiwan’s limited and unstable domestic demand restricts long-term investment and innovation. “Government Policy and Regulation” provide critical guidance but require stronger connections with other sectors. “Human Resources, Technology & Capital” and “Rail Industry Chain & Research and Development Capacity” are vital enablers, while “Firm Strategy & Product Development” and “Market Competition & Expansion” remain relatively passive dimensions.
    The study recommends enhancing policy coordination, building cross-sector collaboration platforms, and aligning with global demand to support industry growth. It also suggests improving tendering systems and risk-sharing mechanisms. For enterprises, a gradual shift toward market-oriented strategies, long-term planning, and differentiated product development is advised to strengthen competitiveness and international engagement.

    摘要 ........................................................................................................................................ I EXTENDED ABSTRACT ....................................................................................................II 致謝 .................................................................................................................................. VIII 目錄 ..................................................................................................................................... IX 表目錄 ................................................................................................................................. XI 圖目錄 ................................................................................................................................ XII 第 1 章 緒論 ................................................................................................................... 1 1.1 研究背景與動機 .................................................................................................... 1 1.2 研究目的 ................................................................................................................ 2 1.3 文獻回顧 ................................................................................................................ 2 1.4 研究流程 ................................................................................................................ 5 第 2 章 國際案例、產業現況與分析模型 ................................................................... 7 2.1 國際市場拓展案例分析 ........................................................................................ 7 2.1.1 日本:系統整合輸出與全生命週期支持 ................................................. 7 2.1.2 德國:模組化設計與系統整合 ............................................................... 11 2.1.3 韓國:政策推動下的技術內化與產業整合 ........................................... 15 2.1.4 小結 ........................................................................................................... 17 2.2 台灣軌道產業現況 .............................................................................................. 18 2.2.1 產業政策與發展策略 ............................................................................... 18 2.2.2 產業鏈結構與發展現況 ........................................................................... 19 2.2.3 產品開發與技術發展 ............................................................................... 20 2.2.4 產業發展挑戰 ........................................................................................... 21 2.3 產業競爭力分析工具 .......................................................................................... 22 2.3.1 Porter 鑽石模型 ........................................................................................ 22 2.3.2 五力分析 ................................................................................................... 25 2.3.3 SWOT分析 ................................................................................................ 27 2.3.4 小結 ........................................................................................................... 28 第 3 章 研究方法 ......................................................................................................... 30 3.1 研究架構 .............................................................................................................. 30 3.2 深度訪談法 .......................................................................................................... 31 3.3 決策實驗室分析法DEMATEL .......................................................................... 32 3.4 問卷設計 .............................................................................................................. 36 第 4 章 訪談研究分析 ................................................................................................. 38 4.1 訪談對象與大綱 .................................................................................................. 38 4.1.1 訪談對象 ................................................................................................... 38 4.1.2 訪談大綱 ................................................................................................... 39 4.2 訪談結果摘要 ...................................................................................................... 40 4.2.1 企業核心理念與發展背景 ....................................................................... 40 4.2.2 技術挑戰與產業鏈合作 ........................................................................... 41 4.2.3 投標制度與參與限制 ............................................................................... 42 4.2.4 市場策略與轉型方向 ............................................................................... 43 4.2.5 國際化與政策限制 ................................................................................... 44 4.3 訪談結果總結 ...................................................................................................... 45 第 5 章 問卷研究分析 ................................................................................................. 46 5.1 問卷設計與研究對象 .......................................................................................... 46 5.2 軌道產業整體觀點分析 ...................................................................................... 48 5.3 問卷結果總結 ...................................................................................................... 52 5.4 討論與觀點 .......................................................................................................... 54 第 6 章 結論與建議 ..................................................................................................... 58 參考文獻 ............................................................................................................................. 59 附錄 ..................................................................................................................................... 62

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