Global Economy and Industry Analysis

Description

Teaching Objectives: After completing this course, students should be able to: 1. Explain the importance of industry analysis for government, businesses, and investment decisions, and define the uses and limitations of industry analysis in strategic planning and investment judgment. 2. Establish a basic framework and process for industry analysis, able to systematically grasp industry trends and competitive situations. 3. Use industry classification methods to identify industry attributes, including resource intensity (labor/capital/technology), industry characteristics (primary/secondary/tertiary industries), and industry features (e.g., light/heavy industry, high-tech, etc.). 4. Proficiently compare commonly used analytical tools (SWOT, BCG matrix, five forces analysis, smile curve, etc.), able to select appropriate tools based on problem situations and interpret analysis results. 5. Deconstruct the key success factors (KSF) of the industry and propose logical industry assessments from the perspectives of competitive structure, value chain, and market positioning. 6. Combine the context of Taiwan's industrial development and current regulations to analyze the impact of policies/regulations on industry competition and corporate behavior. 7. Conduct integrated analysis through industry innovation cases and propose feasible strategic recommendations (e.g., growth strategies, differentiation, investment judgment points). 8. Understand the main trends, opportunities, and risks of emerging AI industries, and be able to preliminarily assess their impact on existing industry structures and competitive rules. Teaching Content: This course focuses on the core competency development of "industry analysis," responding to the common need for industry insights in government policy formulation, corporate strategic planning, and investment decisions. The course emphasizes a systematic approach to grasping industry trends, introducing common SWOT analysis, as well as covering BCG matrix, five forces analysis, smile curve, and other diverse tools to assist students in deconstructing key success factors from competitive structure, value chain division, and market positioning perspectives, and understanding the main dimensions for measuring industry strength. The course also outlines the context of Taiwan's industrial development, combining current regulations and industry innovation cases to enhance students' understanding of the interconnections between the industrial environment, policy regulations, and corporate behavior. The initial units establish a foundation with "Introduction to Industry Analysis," including industry classification and structural understanding, forming an analytical framework from resource intensity (labor/capital/technology), industry characteristics (primary/secondary/tertiary industries), and industry features. Additionally, a unit on artificial intelligence is added to introduce the opportunities, risks, and development trends of emerging AI industries. The overall course adopts a combination of lectures, case discussions, and tool exercises to ensure students possess the ability to interpret industry judgments, integrate strategic recommendations, and investment perspectives using data and frameworks. Grading: Participation (e.g., attendance, class participation) 20%; Mid-term Exam 25%; Final Exam 25%; Final Report 30%. Required textbooks and references: Designated textbook: 1. Illustrated Industry Analysis, Zhu Yanzhi, Illustrated Industry Analysis, Publisher: Wunan, 2025/01/01 (3rd edition, 1st print).