課程資訊
課程名稱
產業組織與廠商策略
Industrial Organization and Firm Strategy 
開課學期
110-2 
授課對象
社會科學院  經濟學系  
授課教師
馮勃翰 
課號
ECON5107 
課程識別碼
323EU0260 
班次
 
學分
3.0 
全/半年
半年 
必/選修
選修 
上課時間
星期一2,3,4(9:10~12:10) 
上課地點
社科403 
備註
本課程以英語授課。初選限30人,總人數限60人。
限學士班三年級以上 或 限碩士班以上 或 限博士班
總人數上限:30人 
Ceiba 課程網頁
http://ceiba.ntu.edu.tw/1102ECON5107_ 
課程簡介影片
 
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課程概述

This course takes a formal approach to analyzing the way firms make production and sales decisions and interact strategically with each other in the marketplace. We begin with a study of optimal pricing policies, including versioning, bundling, and related market segmentation strategies. In the second part of the course, we analyze strategies for firm dominance, especially
through the deterrence of potential competition. The list of such strategies includes capacity expansion, product proliferation, and exclusive dealing contracts. In the third part of the course we apply game theory to the study of oligopoly interaction, focusing on pricing and output strategies in a dynamic setting. In the final part or the course we introduce some of the most useful cutting-edge analytical frameworks in the age of fast technological changes, including those of multi-sided platforms, standard wars and business ecosystems.

This course has a strong entrepreneurial component; we study all the essential issues in the literature of Industrial Organization from the viewpoint of business decision-makers. 

課程目標
The main goal of the course is to develop the basic intuition for pricing and other forms of strategic behavior on the part of firms, both when faced with complex patterns of consumer demand and when faced with strategic competitors. 
課程要求
1. Students are required to have taken a semester of microeconomics. Students are also expected to be comfortable with basic algebra and calculus,
including systems of equations, derivatives, logarithms and NPV calculations.

2. In addition to solving economic models, business case reading and active participation in classroom discussion are crucial activities required for this course. Every student taking or sitting in this course has to pay license fees for Harvard business cases (around NT$300, with the actual amount to be calculated later). 
預期每週課後學習時數
 
Office Hours
另約時間 備註: Please arrange an appointment in advance by email. 
指定閱讀
1. Lecture Notes based on INTRODUCTION TO INDUSTRIAL ORGANIZATION by Luis Cabral

2. CO-OPETITION by Adam M. Brandenburger and Barry J. Nalebuff

3. INFORMATION RULES by Carl Shapiro and Hal R. Varian

4. Matchmakers by David S. Evans and Richard Schamlensee

5. Mini Cases by Luis Cabral (free)
=> Monsanto’s Roundup
=> Wednesdays at Cinemex
=> DeBeers

6. Harvard Business Cases (license fees required):
=> Rent the Runway
=> Cola Wars Continue: Coke and Pepsi in 2010
=> Airbnb, Etsy, Uber: Acquiring the First Thousand Customers
=> TikTok & Kuaishou
=> Artsy: The Rise of Online Commerce
=> Gogoro: From Electric Scooter to Energy Platform

7. Honest Tea Business Plan 
參考書目
 
評量方式
(僅供參考)
 
No.
項目
百分比
說明
1. 
Final Exam 
50% 
Scheduled on 5/30 
2. 
Assignments & Case Discussion 
40% 
Group work 
3. 
Classroom Participation and Quizzes in Class 
10% 
 
 
課程進度
週次
日期
單元主題
第1週
2/14  Course Introduction
Topic 1: Basic Pricing Principles  
第2週
2/21  Topic 2: Entry Deterrence
Case Discussion: Roundup, NutraSweet 
第3週
2/28  (No Class) 
第4週
3/07  Topic 3: How to Evaluate a Business Plan?
Case Discussion: Honest Tea, Rent the Runway 
第5週
3/14  Topic 4: Pricing in Practice
Case Discussion: Wednesdays at Cinemex  
第6週
3/21  Topic 5: Competition is for Losers 
第7週
3/28  Experiment: Farmville 
第8週
4/04  (No Class) 
第9週
4/11  Topic 6: Oligopoly Competition 
第10週
4/18  Topic 7: Tacit Collusion
Case Discussion: DeBeers 
第11週
4/25  Topic 8: Boundaries of the Firm
Case Discussion: Cola Wars 
第12週
5/02  Topic 9: Two-Sided Market
Case Discussion: Acquire the First Thousand Customers 
第13週
5/09  Topic 10: Technological Change
Case Discussion: TikTok & Kuaishou, Artsy  
第14週
5/16  Topic 11: Standard Wars
Case Discussion: Electric Scooters 
第15週
5/23  Topic 12: Building Business Ecosystem
Case Discussion: Welcome to Metaverse 
第16週
5/30  Final Exam (don't miss it!)