不確実な将来に打ち勝つ 戦略マネジメント

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APRIL 2014
3 䛂ᵓ䛘䛃
▷ᮇ㛫䛷䝙䞊䝈䛻ᑐᛂ䛩䜛
2 䛂ᘬ䛝ᐤ䛫䛃
䝙䞊䝈䜢⮬♫ᡓ␎䜈ㄏᑟ䛩䜛
1 䛂ඛㄞ䜏䛃
ከᵝ䛺䝙䞊䝈䜢ぢᴟ䜑䜛
୙☜ᐇ䛺ᑗ᮶䛻ᡴ䛱຾䛴
ᡓ␎䝬䝛䝆䝯䞁䝖
䡚䜾䝻䞊䝞䝹௻ᴗ䜈⬺⓶䛩䜛䛯䜑䛾せㅉ䡚
THINK ACT
୙☜ᐇᛶ䛾ᡓ␎䝬䝛䝆䝯䞁䝖
THE BIG 3
1
䛂ඛㄞ䜏䛃
ᑗ᮶䛾䝙䞊䝈䜢ඛㄞ䜏䛧䛶䝅䝘䝸䜸䜢సᡂ䚹 ௚♫䛸䛾ᕪู໬䛜ྍ⬟䛺〇ရ /ᢏ⾡ᡓ␎䜢ᵓ⠏
2
䛂ᘬ䛝ᐤ䛫䛃
〇ရ/ᢏ⾡ᡓ␎䜢⬟ືⓗ䛻㛤♧䚹࿘ᅖ䜢⮬♫䛾ᡓ␎䛻ㄏᑟ
3
䛂ᵓ䛘䛃
せ⣲ᢏ⾡䜢ᶆ‽໬/య⣔໬䚹䛭䜜䜙䜢⤌䜏ྜ䜟䛫䜛䛣䛸䛷ከᵝ䛺䝙䞊䝈䛻▷ᮇ㛫䛷ᑐᛂ
2
ROLAND BERGER STRATEGY CONSULTANTS
THINK ACT
୙☜ᐇᛶ䛾ᡓ␎䝬䝛䝆䝯䞁䝖
1.䚷㧗䜎䜛୙☜ᐇᛶ䛸䛭䛾ᑐᛂ
䜾䝻䞊䝞䝹௻ᴗ䛸ゝ䜟䜜䜛ከ䛟䛾௻ᴗ䛿䚸ẕᅜᕷሙ䛾ᡂ⇍໬
䛸ᡓ䛔䛺䛜䜙䚸ḟ䛺䜛ᮍ▱䛾ᡂ㛗ᕷሙ䛻䝏䝱䝺䞁䝆䛧䛶䛔䜛䚹 䜒
䛱䜝䜣䚸1✀㢮䛾〇ရ䛷䛩䜉䛶䛾ᕷሙ䜢䜹䝞䞊䛩䜛䛣䛸䛿䛷䛝䛪䚸
ྛᕷሙ䛷␗䛺䜛䝙䞊䝈䜢䛧䛳䛛䜚䛸ᤊ䛘䛯ከᵝ䛺〇ရ䛾ᢞධ䛜
୙ྍḞ䛸䛺䜛䚹 䛭䛾〇ရᢞධ䛻᥃䛛䜛᫬㛫䜒䚸௜ຍ౯್䛾ቑ኱
䛻క䛔ቑຍ䛾୍㏵䛰䚹
୍᪉䛷䚸㛤Ⓨ䝸䝋䞊䝇䛿↓㝈䛷䛿䛺䛔䚹 䜐䛧䜝ᖖ䛻୙㊊䛧䛶䛔
䜛䚹 䛭䛣䛷䚸 㛤Ⓨ䜢ጞ䜑䜛䛻䛒䛯䛳䛶䛿୙☜ᐇ䛺ᑗ᮶䜢ྍ⬟䛺
㝈䜚ṇ☜䛻ண 䛩䜛䛣䛸䚸㛤Ⓨ୰䛻䛿䛭䛾ண 䛧䛯ᑗ᮶䛜㛫㐪䛳
䛶䛔䛺䛔䛛䜢ᖖ䛻䝰䝙䝍䝸䞁䜾䚸䝬䝛䞊䝆䛧䛶䛔䛟䛣䛸䛜ᚲせ䛸䛺䜛䚹
䛴䜎䜚䚸᪥䛾┠䜢ぢ䛺䛔㛤Ⓨ䜢᭱ᑠ໬䛧䛶䛔䛟䜰䝥䝻䞊䝏䛜㔜せ
䛺䛾䛰䚹
⮬ື㌴⏘ᴗ䜒୙☜ᐇᛶ䛸ᡓ䛖⏘ᴗ䛾඾ᆺ౛䛰䚹 ㏆ᖺ䚸㌴䛸
䛔䛖〇ရ䛻䜎䛴䜟䜛ኚᩘ䛜ᛴ㏿䛻ᗈ䛜䛳䛶䛔䜛䛯䜑䛰䚹 䛚ᐈᵝ
䛾Ⴔዲ䛾ከᵝ໬䛻䜘䜛᪂ᶵ⬟䛾ᦚ㍕䚸㈍኎ᆅᇦᣑ኱䛻䜘䜛⌧
ᆅ㐺ྜ䝙䞊䝈䚸ཝ䛧䛔⎔ቃつไᑐᛂ䛻ྥ䛡䛯䜶䞁䝆䞁䜔䝝䜲䝤
䝸䝑䝗䛺䛹䝟䝽䞊䝖䝺䞊䞁䛾ከᵝ໬䚸ᨻ἞ⓗ䛺ᛮᝨ䜒⤡䜐つไ䛾
ືྥ䛺䛹䛭䛾せᅉ䜒ከᒱ䛻䜟䛯䜛䚹
୍᪉䚸⮬ື㌴䛾㛤Ⓨ䛻䛿ᑡ䛺䛟䛸䜒 3 ᖺ䛛䜙 5 ᖺ䛸㛗䛔ᮇ㛫
䛜䛛䛛䜛䛯䜑䚸ᑗ᮶䛾ண 䛻༶䛧䛯㛤Ⓨ䛜୙ྍḞ䛸䛺䜚䚸๓㏙
䛾୙☜ᐇᛶ䛿㑊䛡䜙䜜䛺䛔䚹 䛭䛣䛷䚸᏶ᡂ㌴䝯䞊䜹䞊䛜஦ᴗά
ື䜢⥅⥆䚸Ⓨᒎ䛥䛫䛶䛔䛟䛯䜑䛻䛿䚸䛣䛾୙☜ᐇᛶ䜢஌䜚㉺䛘䛯
ୖ䛷䚸Ᏻ䛟䛶Ⰻ䛔㌴䜢䝇䝢䞊䝕䜱䞊䛻⏕䜏ฟ䛧䛶䛔䛟䛣䛸䛜ᚲせ䛸
䛺䜛䚹
୙☜ᐇᛶ䝬䝛䝆䝯䞁䝖䛷ඛ➃䜢㉮䛳䛶䛔䜛䛾䛿኱ᡭ᏶ᡂ㌴
䝯䞊䜹䞊䛾 Volkswagen(VW)䛷䛒䜛䚹 A䚷䚷VW䛾ᡓ␎䛾ᰕ䛿䚸⾪
✺Ᏻ඲ᛶ䜔㟼⢔ᛶ䛺䛹䚸ᑗ᮶ᐇ⌧䛧䛯䛔㌴䛾タィせ௳䜢ከᩘ
䛾䝰䝕䝹䛷ඹ᭷䛧䚸㛤Ⓨຠ⋡䜢㧗䜑䛴䛴䚸㨩ຊ䛒䜛㌴䜢Ᏻ౯䛻
⏕䜏ฟ䛩䝰䝆䝳䞊䝹ᡓ␎䛰䚹
VW 䛷䛿䚸䜎䛪䝅䝘䝸䜸䝥䝷䞁䝙䞁䜾䛷 20 ᖺඛ䛾ᑗ᮶䜢 䛂ඛ
ㄞ䜏䛃䚸⮬ື㌴䝴䞊䝄䞊䛾Ⴔዲኚ໬䜢ண 䛩䜛䛸ඹ䛻䚸䛭䛾ண
䛻ᇶ䛵䛔䛶⮬♫䛾ᕪู໬䝫䜲䞁䝖䛾タィ䜢⾜䛖䚹ලయⓗ䛻䛿䚸
䛹䛾䜘䛖䛺〇ရ 䞉 ⿦ഛ䜢䛔䛴䜎䛷䛻䛔䛟䜙䛷ᢞධ䛧䛶䛔䛟䛛䜢♧
䛩〇ရ䝻䞊䝗䝬䝑䝥䜔㌴䛾タィせ௳䛸䛔䛳䛯〇ရ 䞉 ᢏ⾡ᡓ␎䛾
௬ㄝ䜢ᵓ⠏䛧䛶䛔䛟䚹
䛥䜙䛻䚸䛭䛾௬ㄝ䜢࿘ᅖ䛻⬟ືⓗ䛻㛤♧䚸ᑐヰ䜢⧞䜚㏉䛩䛣䛸
䜢㏻䛨䛶䚸⮬䜙䛾ᕪู໬䜢ᢸಖ䛧䛴䛴䚸 ඹឤ䜔ྠព䜢ᚓ䜙䜜䜛
ᡓ␎䜈䛸௙ୖ䛢䛶䛔䛟䚹 ⮬ື㌴㒊ရ䝃䝥䝷䜲䝲䞊䜔ᨻᗓ䜢⬟ື
ⓗ䛻ᕳ䛝㎸䜏䚸䜎䛯䝴䞊䝄䞊䛸䛾ᑐヰ䛾୰䛷䚸 ࿘ᅖ䜢⮬♫䛾ᡓ
␎䜈䛸 䛂ᘬ䛝ᐤ䛫䛶䛃 䛔䛟䛾䛷䛒䜛䚹
䛭䛾ᚋ䚸୍㐃䛾䝰䝕䝹䛷ᑗ᮶ᐇ⌧䛧䛯䛔㌴䛾஌䜚࿡䚸ᒃఫᛶ䚸
Ᏻ඲䝅䝇䝔䝮䛺䛹䜢㌴䛾タィせ௳䛸䛧䛶ᐃ⩏䛩䜛䚹 䛭䛧䛶タィせ
௳䛾඘㊊䛚䜘䜃䝰䝕䝹ᶓ᩿䛷䛾䝰䝆䝳䞊䝹ඹ㏻໬䜢୧❧䛩䜛䛯
䜑䛻ྛ䝰䝆䝳䞊䝹㒊ရ䛾ᛶ⬟ 䞉 ᙧ≧ 䞉 㔜㔞 䞉 㓄⨨䛺䛹䜢ྲྀ䜚Ỵ
䜑䛯タィ䝹䞊䝹䜢స䜚㎸䜣䛷䛔䛟䚹
䜎䛯䚸ྛ䝰䝆䝳䞊䝹㒊ရ䛻䛿ᶵ⬟ 䞉 ౯᱁䛺䛹୍ᐃ䛾䝞䝸䜶䞊
䝅䝵䞁䜢‽ഛ䛧䛶䚸䛭䛾⤌䜏ྜ䜟䛫䛻䜘䛳䛶䚸ᵝ䚻䛺ὴ⏕㌴✀䜔
᪂⯆ᅜྥ䛡䛾䝻䞊䝁䝇䝖䝰䝕䝹䜢⣲᪩䛟⏕䜏ฟ䛩 䛂ᵓ䛘䛃 䜢ᩚ䛘
䜛䚹䛣䜜䛜䝺䝂䝤䝻䝑䜽䛻䜘䜛䜒䛾䛵䛟䜚䛸ゝ䜟䜜䜛ᡤ௨䛰䚹䛥䜙䛻䚸
䛣䛾 䛂ᵓ䛘䛃 䛿୍ᐃ䛾⠊ᅖෆ䛷䛒䜜䜀✺ዴᑟධ䛥䜜䛯つไ䜔ඛ
ㄞ䜏䛷䛝䛺䛛䛳䛯䝙䞊䝈䜈䛾ᑐᛂ䜒ྍ⬟䛸䛩䜛ᰂ㌾ᛶ䜒ව䛽ഛ
䛘䜛䚹
䛥䛶䚸䛣䜜䜙 䛂ඛㄞ䜏䛃䚸䛂ᘬ䛝ᐤ䛫䛃䚸䛂ᵓ䛘䛃 䛾 3 䛴䛜 VW䛾୙
☜ᐇᛶ䝬䝛䝆䝯䞁䝖䛾せㅉ䛰䛜䚸䛣䜜䜙䛜᭷ຠ䛺䛾䛿ఱ䜒⮬ື㌴
⏘ᴗ䛻㝈䛳䛯ヰ䛷䛿䛺䛔䚹 䛹䛾⏘ᴗ䛷䜒〇ရ䜔஦ᴗ䛾≉ᛶ䛻
VW䛾୙☜ᐇᛶ䜈䛾ᑐᛂ
A
1
ከᵝ䛺䝙䞊䝈䜢ぢᴟ䜑䜛
䛂ඛㄞ䜏䛃
2 䝙䞊䝈䜢⮬♫ᡓ␎䜈ㄏᑟ䛩䜛 3 ▷ᮇ㛫䛷䝙䞊䝈䛻ᑐᛂ䛩䜛
䛂ᘬ䛝ᐤ䛫䛃
䛂ᵓ䛘䛃
> 䝅䝘䝸䜸䝥䝷䞁䝙䞁䜾䛷20ᖺඛ䛾
⮬ື㌴䝴䞊䝄ീ䜢ண > ⮬♫䛾〇ရ/ᢏ⾡ᡓ␎䛾௬ㄝ䜢
⬟ືⓗ䛻࿘ᅖ䛻㛤♧
> ᑗ᮶ᐇ⌧䛧䛯䛔㌴䛾タィせ௳䜢
ᐃ⩏䞉䝰䝆䝳䞊䝹㒊ရ䜢タィ
> ண 䛻ᇶ䛵䛝⮬♫䛾〇ရ䠋ᢏ⾡
ᡓ␎䛾௬ㄝ䜢ᵓ⠏
> ᑐヰ䜢⧞䜚㏉䛩୰䛷䚸࿘ᅖ䛾
ඹឤ䜔ྠព䜢ᚓ䜛ᡓ␎䛻᪼⳹
> 䝰䝆䝳䞊䝹䜢䝺䝂䝤䝻䝑䜽䛾䜘䛖䛻
⤌ྜ䛫䛶ከᵝ䛺㌴䜢ᐇ⌧
䜶䞁䝆䞁䛾ᢏ⾡䝻䞊䝗䝬䝑䝥
䝰䝆䝳䞊䝹䛾⤌ྜ䛫䛻䜘䜛㌴స䜚
䝣䝳䞊䝏䝱䞊䝸䝃䞊䝏㒊䛾ᑗ᮶ண 䝃䝤䝰䝆䝳䞊䝹
䝰䝆䝳䞊䝹
䝃䝤䝰䝆䝳䞊䝹
䝰䝆䝳䞊䝹
䝃䝤䝰䝆䝳䞊䝹
䝰䝆䝳䞊䝹
䞉䞉䞉
ከ✀䛾
䝃䝤䝰䝆䝳䞊䝹
ከ✀䛾
䝰䝆䝳䞊䝹
ከ✀䛾
Ⰻ䛔䜽䝹䝬
ฟᡤ 䠖 VW 䝩䞊䝮䝨䞊䝆䚸䝻䞊䝷䞁䝗 䞉 䝧䝹䜺䞊
ROLAND BERGER STRATEGY CONSULTANTS
3
THINK ACT
୙☜ᐇᛶ䛾ᡓ␎䝬䝛䝆䝯䞁䝖
ྜ䜟䛫䛶䚸䛣䜜䜙 3 䛴䛾せㅉ䜢䝞䝷䞁䝇䜘䛟ᣢ䛴䛣䛸䛜䚸୙☜ᐇ
ᛶ䛻ᡴ䛱຾䛴䛯䜑䛻䛿ᴟ䜑䛶㔜せ䛸䛺䜛䚹
1 2.䚷䛂ඛㄞ䜏䛃 䠖 䝅䝘䝸䜸䝥䝷䞁䝙䞁䜾䛾ά⏝
ୡ⏺䛷ึ䜑䛶䝅䝘䝸䜸䝥䝷䞁䝙䞁䜾䛾᭷ຠᛶ䜢♧䛧䛯䛾䛿▼
Ἔ䝯䝆䝱䞊䛾䝅䜵䝹䛰䚹 ௒䛷䛿䝅䜵䝹䛾ᡓ␎❧᱌䛾᰿ᖿ䛸䛧䛶
ᶵ⬟䛧䛶䛔䜛䛜䚸ᙜ᫬䛿䛯䛟䛥䜣䛾ⱞປ䛜䛒䛳䛯䜘䛖䛰䚹 1967ᖺ
䛻ฟ∧䛥䜜䛯ᮍ᮶ண ᭩ 䛄The Year 2000䛅 䛻ゐⓎ䛥䜜䛯⤒Ⴀ
௻⏬䛾䝇䝍䝑䝣䛜䚸䝅䝘䝸䜸䜢㐺⏝䛧䛶すᬺ 2000 ᖺ᫬䛾▼Ἔ⏘
ᴗ䛻䛴䛔䛶Ὕᐹ䜢ຍ䛘䜛䝥䝻䝆䜵䜽䝖䜢ᐇ᪋䛧䛯䛾䛜䛭䛾ጞ䜎䜚䛰䚹
䛣䛾䝥䝻䝆䜵䜽䝖䛷䛿䚸䛂▼Ἔ౯᱁䛿⌧≧䜢⥔ᣢ䛩䜛䛃䚸䛂OPEC
䠄▼Ἔ㍺ฟᅜᶵᵓ䠅 䛜୺ᑟ䛧䛶▼Ἔ౯᱁䛾㧗㦐䛜㉳䛣䜛䛃 䛸䛔䛖
2 䛴䛾䝅䝘䝸䜸䜢ᑟฟ䛧䛯䚹 B䚷 ᙜ᫬䛾䝅䜵䝹⤒Ⴀ㝕䛿䚸䛣䛾䝅
䝘䝸䜸䜢䜎䛳䛯䛟ಙ䛨䜘䛖䛸䛿䛧䛺䛛䛳䛯䛜䚸⤒Ⴀ௻⏬䛾䝇䝍䝑䝣䛿
⮬䜙䜢ಙ䛨䛶⌧ሙ㒊㛛䛻ാ䛝᥃䛡䜛䛺䛹䛧䛶䚸䝅䝘䝸䜸䜈䛾ഛ䛘
䜢㐍䜑䛯䛾䛰䛳䛯䚹
1973 ᖺ䛻➨ 4 ḟ୰ᮾᡓத䛜ຨⓎ䛧䛶▼Ἔ༴ᶵ䛜⌧ᐇ䛾䜒䛾
䛸䛺䜛䛸䚸䝅䜵䝹䛿䛣䛾䝅䝘䝸䜸䛻ᇶ䛵䛔䛶ᛴ⃭䛺⎔ቃኚ໬䜈䛾
ᑐᛂ䛻ᡂຌ䛧䛯䚹 ➇ྜ䛿஦ᚋᑐᛂ䛸䛺䜚䚸䝅䝘䝸䜸䛻ἢ䛳䛶ഛ䛘
䜢ᣢ䛳䛶䛔䛯䝅䜵䝹䛸䛿᫂䜙䛛䛻␗䛺䜛ៃ䛧䛥䛰䛳䛯䚹 䛭䛾⤖ᯝ䚸
▼Ἔ༴ᶵ๓䛻䛿䝉䝤䞁䝅䝇䝍䞊䝈 䠄ᙜ᫬䛾ᅜ㝿䜸䜲䝹䝯䝆䝱䞊 7
B
䝅䜵䝹䛾䝅䝘䝸䜸䝥䝷䞁䝙䞁䜾䛻䜘䜛ඛㄞ䜏
䝅䝘䝸䜸
䝥䝷䞁䝙䞁䜾
䝷䞁 䞁䜾
▼Ἔ༴ᶵ
䝅䝘䝸䜸
Ᏻᐃ౪⤥
䝅䝘䝸䜸
▼Ἔ㍺ฟᅜᶵᵓ
䛾ື䛝䛻䜘䜚▼Ἔ
༴ᶵ䛜ゼ䜜䜛
᪂Ἔ⏣䛾Ⓨぢ䛺䛹
䛻䜘䜚▼Ἔ౯᱁䛿
⌧≧䜢⥔ᣢ䛩䜛
䝰䝙䝍䝸䞁䜾
▼Ἔ༴ᶵ䜈䛾
ഛ䛘
䝅䝘䝸䜸䛻ᙳ㡪
䜢୚䛘䜛ᅉᏊ
䛾ືྥ䜢䚸ᜏᖖ
ⓗ䛻䝏䜵䝑䜽
▼Ἔ༴ᶵ᫬䛾
⿕ᐖ䜢᭱ᑠ㝈
䛻ᢚ䛘䜛‽ഛ䜢
஦๓䛻ᐇ᪋
ᐇ⌧ᛶ䛜䛒䜛䛸ぢ❧䛶䜙䜜䛯䝅䝘䝸䜸
♫䠅 䛾ୗ఩䛰䛳䛯䝅䜵䝹䛿䚸ᡓத⤊⤖᫬䛻䛿ୡ⏺➨ 2 ఩䛻䛾䛧
ୖ䛜䜛䛣䛸䛻ᡂຌ䛧䛯䚹
䛭䛾ᚋ䜒䝅䜵䝹䛾䝅䝘䝸䜸䝥䝷䞁䝙䞁䜾䛿ᡂᯝ䜢ୖ䛢䛶䛝䛯䚹
1980 ᖺ௦䛻䛿 䛂䝋㐃䛿⌧≧䛾యไ䜢⥔ᣢ䛩䜛䛃䚸䛂䝋㐃䛿⤒῭ᝏ
໬䛛䜙䜾䝸䞊䞁໬ 䠄Ẹ୺໬䠅 䛩䜛䛃 䛸䛔䛖 2 䛴䛾䝅䝘䝸䜸䜢ᥥ䛝䚸䝋
㐃䛷䝨䝺䝇䝖䝻䜲䜹䛜ጞ䜎䛳䛯䛸䛝䚸䝅䜵䝹䛿䛔䛱᪩䛟ື䛝䚸䝋㐃䛾
ኳ↛䜺䝇䜔Ἔ⏣䛾ᶒ┈⋓ᚓ䛷ඃ఩䛻஺΅䜢㐍䜑䜛䛣䛸䛜䛷䛝䛯
䛾䛰䛳䛯䚹
⮬ື㌴ᴗ⏺䛷䛿๓㏙䛾 VW䜔኱ᡭ⮬ື㌴㒊ရ䝃䝥䝷䜲䝲䞊
䛾䝪䝑䝅䝳䛾஦౛䛜᭷ྡ䛰䚹 VW䛾䝰䝜䛵䛟䜚䛿ᑗ᮶ண 㒊䛻䜘
䜛䝅䝘䝸䜸䝥䝷䞁䝙䞁䜾䛛䜙ጞ䜎䜛䚹 VW 䛿᪂䛯䛺㌴䛾タィせ௳
䛾᳨ウ䜢╔ᡭ䛩䜛㝿䛻䚸20 ᖺඛ䜎䛷䛾♫఍䛾ጼ䜢䚸ᨻ἞䚸⤒῭䚸
䜶䝛䝹䜼䞊䚸ᢏ⾡㠉᪂䛺䛹ᵝ䚻䛺ほⅬ䛛䜙᳨ウ䛧䛶」ᩘ䛾䝅䝘
䝸䜸䜢ᑟ䛝ฟ䛩䚹
⢭ᗘ䜢㧗䜑䜛ᕤኵ䜒Ḟ䛛䛥䛺䛔䚹 䝗䜲䝒ᮏ♫䛷䛿ᨻ἞䚸⤒῭䚸
䜶䝛䝹䜼䞊䚸ᢏ⾡䛺䛹䛾ᵝ䚻䛺ᑓ㛛ᐙ䜢Ⓩ⏝䛧ᐈほᛶ䜢ᢸಖ䛩
䜛䚹 䜎䛯䚸ྛᆅ䛷㈍኎䜢ᢸ䛖஦ᴗయ䜒䝅䝘䝸䜸⟇ᐃ䛻ືဨ䛧䛶䚸
䛩䜉䛶䛾ᅜ䜔ᆅᇦ䛷ᵝ䚻䛺ᣦᶆ䜢㞟䜑䛥䛫䜛䚹 䛭䜜䜙䜢┦ᑐẚ
㍑䛧䛴䛴䚸䛭䜜䛮䜜䛾ᅜ䜔ᆅᇦ䜢䜾䝻䞊䝞䝹䛸䛔䛖≀ᕪ䛧䛻ᙜ䛶
䛿䜑䚸䝅䝘䝸䜸䜢⟇ᐃ䛩䜛䚹 䛭䛖䛧䛶స䜙䜜䛯䝅䝘䝸䜸䛿ẖᖺ䛾䝰
䝙䝍䝸䞁䜾䜢㏻䛨䛶ಟṇ䜢ຍ䛘䛶䛔䛟䚹
䛭䜜䛸୪⾜䛧䛶䚸ྛ䝅䝘䝸䜸䛻䛚䛔䛶䚸VW䛸䛧䛶ᐇ⌧䛧䛯䛔⛣
ືయ䜔㈨⏘䛸䛧䛶䛾㌴䛾ጼ䜢ᥥ䛟䚹 䛭䛾ጼ䛿ඛ㐍ᅜ䚸 ᪂⯆ᅜ䚸
᭦䛻䛿ಶ䚻䛾ᅜ䛻䜘䛳䛶䜒␗䛺䜚ᵝ䚻䛰䚹 ㌴䛾ጼ䜢ᥥ䛔䛯ᚋ䛿䚸
䝬䞊䜿䝔䜱䞁䜾䜔ၟရ௻⏬㒊䛸㐃ᦠ䛧䛶〇ရ䝻䞊䝗䝬䝑䝥䛾సᡂ
䜈䛸⧅䛢䜛䚹 䛹䛾ᆅᇦ䛻䛹䛾㌴✀䚸䛭䛧䛶䛹䜣䛺ᶵ⬟ 䞉 ⿦ഛ䜢䚸
䛹䛾䜘䛖䛺౯᱁䝺䝧䝹䛷ᢞධ䛩䜛䛛䜢Ỵ䜑䚸᭱ᚋ䛻䛭䜜䜙䜢⤌䜏
ྜ䜟䛫䛷ᐇ⌧䛩䜛䛯䜑䛻ᚲせ䛺䝰䝆䝳䞊䝹䛾䝞䝸䜶䞊䝅䝵䞁䜢ᐃ
⩏䛧䛶䛔䛟䚹
䝪䝑䝅䝳䜒ྠᵝ䛷䚸୰ኸ◊✲ᡤ䛸ᮏ♫䛜 30 ᖺඛ䛾 䛂ᢏ⾡㐍໬
䛾䝯䜺䝖䝺䞁䝗䛃 䜢ᐃᮇⓗ䛻ண 䚸䝖䝑䝥䝎䜴䞁䛷䝅䝘䝸䜸䛚䜘䜃䝡
䝆䝵䞁䜢⟇ᐃ䛧䛶䛔䜛䚹 30 ᖺ๓䛾䝅䝘䝸䜸䝥䝷䞁䝙䞁䜾䛷䛿䚸 䜽
䝸䞊䞁 䞉 Ᏻ඲ᛶ 䞉 ಙ㢗ᛶ䛜䜻䞊䝽䞊䝗䛸䛧䛶ᑟฟ䛥䜜䚸15ᖺ๓䛿
ேཱྀືែ 䞉 䜾䝻䞊䝞䝹໬䞉ኳ↛㈨※䛾Ḟஈ䚸㏆ᖺ䛿⎔ቃၥ㢟 䞉
䜾䝻䞊䝞䝹໬䛾ຍ㏿ 䞉 ኳ↛㈨※䛾Ḟஈ䜈䛸ኚ໬䛧䛯䚹 ྛ஦ᴗ
㒊䛿䛣䛾䝖䝺䞁䝗䛻ᇶ䛵䛔䛶ඛ⾜ᢏ⾡㛤Ⓨ䜢ᐇ᪋䛩䜛䚹
ྠ᫬䛻䚸 ඲ୡ⏺䛾ᣐⅬ䜒䚸䝪䝖䝮䜰䝑䝥䛷ᑗ᮶䛾〇ရ䝙䞊䝈
䜢㞟✚ 䞉 ゎᯒ䛩䜛䚹 ౛䛘䜀䚸඲ୡ⏺䛾஺㏻஦ᨾ䝕䞊䝍䜢ゎᯒ
䛧䚸 Ᏻ඲⣔䝅䝇䝔䝮䛾ḟ䛾୍ᡭ䜢᥈䛳䛶䛔䜛䛾䛰䚹 䛭䛧䛶䚸ᖺ 3
ᅇ䚸㒊㛛䛤䛸䛾䝬䞊䜿䝔䜱䞁䜾ᢸᙜ⪅䛜ᢏ⾡ືྥ䜢䜎䛸䜑䜛䝻䞊
䝗䝬䝑䝥䝭䞊䝔䜱䞁䜾䜢ᐇ᪋䛧䚸 〇ရ䝻䞊䝗䝬䝑䝥䛾సᡂ䜈䛸⧅䛢
䛶䛔䜛䚹
2 3 . 䛂ᘬ䛝ᐤ䛫䛃 䠖 〇ရ䝻䞊䝗䝬䝑䝥䜢㏻䛨䛯ྜពᙧᡂ
䛣䛾〇ရ䝻䞊䝗䝬䝑䝥䜢᭱䜒ᕦ䜏䛻ά⏝䛧䛶䚸⮬♫䛾ᡓ␎䜈
䛂ᘬ䛝ᐤ䛫䛶䛃 䛔䜛䛾䛿䚸䝪䝑䝅䝳䜔䝁䞁䝏䝛䞁䝍䝹䛸䛔䛳䛯⮬ື㌴
㒊ရ䛾䝯䜺䝃䝥䝷䜲䝲䞊䛰䚹 〇ရ䝻䞊䝗䝬䝑䝥䛻䛿䚸ఱ䜢䛔䛴䚸
ฟᡤ 䠖 ྛ✀㞧ㄅグ஦䚸䝻䞊䝷䞁䝗 䞉 䝧䝹䜺䞊ศᯒ
4
ROLAND BERGER STRATEGY CONSULTANTS
THINK ACT
୙☜ᐇᛶ䛾ᡓ␎䝬䝛䝆䝯䞁䝖
䛔䛟䜙䛷౪⤥䛷䛝䜛䛛䛸䛔䛖〇ရᢞධィ⏬䛜᭩䛛䜜䛶䛔䜛䚹 䝯䜺
䝃䝥䝷䜲䝲䞊䛿䚸䛣䛾〇ရ䝻䞊䝗䝬䝑䝥䜢䚸䛯䛸䛘୙᏶඲䛷䛒䛳䛶
䜒᏶ᡂ㌴䝯䞊䜹䞊䛻✚ᴟⓗ䛻ఏ䛘䚸᏶ᡂ㌴䝯䞊䜹䞊䛾ពᚿ䜢ᕦ
䜏䛻 䛂ᘬ䛝ᐤ䛫䛶䛃 䛔䜛䚹
VW䚸BMW䚸Benz 䛺䛹つᶍ䜔ඛ㐍ᛶ䛷㔜せ䛺᏶ᡂ㌴䝯䞊䜹䞊
䛸䛿ᑡ䛺䛟䛸䜒༙ᖺ䛻 1ᅇ䚸䛭䛾௚䛾୰ሀ᏶ᡂ㌴䝯䞊䜹䞊䛸䛿ᖺ
䛻 1ᅇ⛬ᗘ䚸〇ရ䝻䞊䝗䝬䝑䝥䛾ᥦ᱌䛚䜘䜃ウ㆟䜢⾜䛖䚹 䛭䛧䛶䚸
㔜せ䛺᏶ᡂ㌴䝯䞊䜹䞊䛛䜙ୖ䛜䛳䛯䝙䞊䝈䛿⮬♫䛾ᡓ␎ඃ఩ᛶ
䜢≛≅䛻䛧䛺䛔ᙧ䛷ᕦ䜏䛻඘㊊䛧䛶䛔䛟䚹
୍᪉䚸㔜せᗘ䛜ຎ䜛᏶ᡂ㌴䝯䞊䜹䞊䛻ᑐ䛧䛶䛿䚸㔜せᗘ䛾㧗
䛔 VW䜔 Benz䛻㐜䜜䜢䛸䜛䛸䛔䛖༴ᶵឤ䜢㔊ᡂ䛧䚸㒊ရ䛾᥇⏝
䜢㏕䛳䛶䛔䛟䚹 䛭䛾⤖ᯝ䚸䝃䝥䝷䜲䝲䞊䛿ከᩘ䛾᏶ᡂ㌴䝯䞊䜹䞊
䛻ᶆ‽໬䛥䜜䛯䝰䝆䝳䞊䝹㒊ရ䜢⣡ධ䛧䛶኱䛝䛺䝇䜿䞊䝹䝯䝸䝑䝖
䜢⋓ᚓ䛩䜛䛣䛸䛜䛷䛝䜛䛾䛰䚹
VW䛾 䛂ᘬ䛝ᐤ䛫䛃 䜒ᕦ䜏䛰䚹 ౛䛘䜀䚸୰ᅜᕷሙ䛻䛚䛔䛶䛿䚸
⮬♫䛾⊂๰ⓗ䛺ᢏ⾡䛷䛒䜛ᑠ᤼Ẽ㔞䛾䝍䞊䝪௜䜶䞁䝆䞁䜢┬
䜶䝛㌴䛸䛧䛶ᨻᗓ䛻ᢎㄆ䛥䛫䜛䛣䛸䛻ᡂຌ䛧䛯䚹 䛣䛾䜶䞁䝆䞁䛿
ከᩘ䛾㈍኎䜢ィ⏬䛧䛶䛔䛯䛯䜑䚸VW䛾ᡓ␎ᐇ⌧䛻䛚䛔䛶୰ᅜ
ᕷሙ䛿Ḟ䛛䛩䛣䛸䛾䛷䛝䛺䛔Ꮡᅾ䛰䛳䛯䚹
䛧䛛䛧䚸ᙜ᫬䛾ᨻᗓ䛿㟁Ẽ⮬ື㌴䜔䝝䜲䝤䝸䝑䝗䛸䛔䛳䛯㟁ື
㌴୧ᢏ⾡䜢ᱳᏊ䛻䝻䞊䜹䝹௻ᴗ䛾ᡂ㛗䜢ಁ䛧䛯䛔䛸䛔䛖ពᅗ䜢
ᣢ䛳䛶䛔䛯䚹 䛭䛣䛷䚸⎔ቃᛶ⬟䛻䛚䛡䜛ᢏ⾡ⓗ᭷ຠᛶ䜢ᵝ䚻䛺
ᒙ䛾㛵ಀ⪅䛻ᑐ䛧䛶ᚭᗏⓗ䛻ッồ䛧䛯䛾䛿䜒䛱䜝䜣䛰䛜䚸㟁ື
㌴୧䛷䛿฿㐩䛷䛝䛺䛔ྎᩘつᶍ䜔䝻䞊䜹䝹௻ᴗ䛾㛵୚ᗘ䛾㧗
䛥䛸䛔䛖䝍䞊䝪௜䜶䞁䝆䞁䛺䜙䛷䛿䛾䝯䝸䝑䝖䜢ๅ䜚㎸䜏⥆䛡䚸≧ἣ
䜢୍ኚ䛥䛫䛯䚹
VW䛾෶䛥䛿䜒䛖୍䛴䛒䜛䚹 䛭䛾ㄝᚓ䛻㝿䛧䛶䛭䛾䜶䞁䝆䞁䛾
⫢䛾ᢏ⾡䜢㛤♧䛧䛶䛔䛺䛔Ⅼ䛷䛒䜛䚹 ᕦ䜏䛺᝟ሗ㛤♧䛻䜘䛳䛶䚸
䝻䞊䜹䝹௻ᴗ䜔ᨻᗓ䛾‶㊊䛸⮬♫䛾୰㛗ᮇⓗ䛺ඃ఩ᛶ䜢㧗ḟ
ඖ䛷୧❧䛩䜛䛣䛸䛻ᡂຌ䛧䛯䚹
⢭ᗘ䜘䛟 䛂ඛㄞ䜏䛃 䛧䛶䚸ண䜑䝥䝷䝑䝖䝣䜷䞊䝮㒊ရ䜔䜰䝥䝸䜿䞊䝅䝵
䞁㒊ရ䜢‽ഛ䛧䛶䛚䛛䛺䛟䛶䛿䛺䜙䛺䛔䚹 䛭䛾䝥䝷䝑䝖䝣䜷䞊䝮㒊
ရ䛾᏶ᡂᗘ䜢㧗䛟䛧䛶䛚䛟䛣䛸䚸䛭䛧䛶䚸䜰䝥䝸䜿䞊䝅䝵䞁㒊ရ䛾㛤
Ⓨ䛻ᚲせ䛺せ⣲ᢏ⾡䜢య⣔໬䛧䛶䛚䛟䛣䛸䛷䚸ㄞ䜏䛝䜜䛺䛛䛳䛯
䜒䛾䜒ྵ䜑䚸᏶ᡂ㌴䝯䞊䜹䞊䛾ᵝ䚻䛺䝙䞊䝈䜢ᰂ㌾䛛䛴⣲᪩䛟඘
㊊䛧䛶䛔䛟䛣䛸䛜ྍ⬟䛸䛺䜛䚹
䛭䛧䛶䚸㛤Ⓨ䛻䛚䛡䜛せ⣲ᢏ⾡䛾య⣔໬䛻ຍ䛘䛶䚸ホ౯䝥䝻
䝉䝇䚸⏕⏘ᢏ⾡䚸⏕⏘タഛ䛺䛹䛾ඹ㏻໬䜒タィ䛻⧊䜚㎸䜣䛷䛚
䛟䛣䛸䜒㔜せ䛰䚹 ከ䛟䜢⮬♫䝸䝋䞊䝇䛷㈥䛖䝃䝥䝷䜲䝲䞊䛻䛸䛳䛶䛿
᏶ᡂ㌴䝯䞊䜹䞊䛻䜒ቑ䛧䛶཰┈ຊ䜢኱䛝䛟ᕥྑ䛩䜛せᅉ䛸䛺䜛䛛
䜙䛰䚹
5 . ᵝ䚻䛺⏘ᴗ䛷䛾ά⏝஦౛
⮬㌿㌴䛾䝰䝆䝳䞊䝹㒊ရ䛷䜾䝻䞊䝞䝹䛻ྡ๓䛜▱䜜Ώ䜛䝅䝬
䝜䜒୙☜ᐇᛶ䝬䝛䝆䝯䞁䝖䛻ᡂຌ䛧䛯௻ᴗ䛰䚹 1970 ᖺ௦䚸䝅䝬䝜
䛿໭⡿䛷₯ᅾ䝙䞊䝈䜢ㄞ䜏ゎ䛟䜉䛟䚸⮬㌿㌴䛾౑⏝䝅䞊䞁䜢ᚭ
ᗏⓗ䛻ㄪᰝ䛧䛶䛔䛯䚹 ᙜ᫬䚸䜹䝸䝣䜷䝹䝙䜰ᕞ䛷䛿䜰䜴䝖䝗䜰䛷⮬
㌿㌴䜢౑⏝䛩䜛䝅䞊䞁䛜ᩘከ䛟ぢ䜙䜜䚸୍㒊䛾䝯䞊䜹䞊䛜䜰䜴䝖
䝗䜰⏝⮬㌿㌴䛾㈍኎䛻஌䜚ฟ䛧䛯᫬ᮇ䛰䛳䛯䚹 䛯䛰䚸ึᮇ䛾〇
ရ䛿䚸㏻ᖖ䛾⮬㌿㌴䛾㒊ရ䜢ὶ⏝䛧䛶䛔䛯䛯䜑䚸㉮⾜䛧䛵䜙䛔䞉
ᙉᗘ䛜ప䛔䛺䛹䛾⌮⏤䛷䚸ᬑཬ䛜㐍䜎䛪䚸ᕷሙ䛿೵䛧䛯䚹
⌧ᆅ䛷䛾ᚭᗏㄪᰝ䜢䛧䛶䛔䛯䝅䝬䝜䛿䚸䝙䞊䝈䛿☜䛛䛻Ꮡᅾ
䛧䚸Ⰻ䛔〇ရ䛥䛘䛒䜜䜀ᕷሙ䛿䛹䜣䛹䜣ᗈ䛜䜛䛸ண 䛧䚸㛤Ⓨ䛻
╔ᡭ䛧䛯䚹 ≉䛻ㄢ㢟䛾ከ䛛䛳䛯ኚ㏿ᶵ䚸䝩䜲䞊䝹䜢㛤Ⓨ䛻ὀຊ
䛩䜉䛝୺せ㒊ရ䛸ᐃ⩏䛧䚸䛭䜜䛻ኚ㏿ᶵ䜔䝤䝺䞊䜻䛺䛹࿘㎶㒊
C
䝅䝬䝜䛾䝺䝣䜯䝺䞁䝇䝕䝄䜲䞁䛾ᥦ᱌䛻䜘䜛
ᘬ䛝ᐤ䛫
䜰䜴䝖䝗䜰⏝⮬㌿㌴䛾䝜䜴䝝䜴䛾୙㊊
3 4 . 䛂ᵓ䛘䛃 䠖 䝰䝆䝳䞊䝹 䠄䝺䝂䝤䝻䝑䜽䠅 䛾⤌䜏ྜ䜟䛫
ෑ㢌䛷䚸VW䛜䝰䝆䝳䞊䝹㒊ရ䛾⤌䜏ྜ䜟䛫䛷ᵝ䚻䛺㌴䜢⏕䜏
ฟ䛩 䛂ᵓ䛘䛃 䜢ᣢ䛳䛶୙☜ᐇᛶ䜢ᑐฎ䛧䛶䛔䜛䛸ヰ䛧䛯䛜䚸䝯䜺䝃䝥
䝷䜲䝲䞊䜒ྠᵝ䛰䚹 䝯䜺䝃䝥䝷䜲䝲䞊䛜᏶ᡂ㌴䝯䞊䜹䞊䛻౪⤥䛩䜛
䝰䝆䝳䞊䝹㒊ရ䛿䚸䜹䝇䝍䝬䜲䝈䛿䛫䛪ྛ᏶ᡂ㌴䝯䞊䜹䞊䛷ඹ㏻䛾
䝥䝷䝑䝖䝣䜷䞊䝮㒊ရ䛸ಶู䛾᏶ᡂ㌴䝯䞊䜹䞊䛾䝙䞊䝈䛻ᇶ䛵䛔䛶
㛤Ⓨ䛩䜛䜰䝥䝸䜿䞊䝅䝵䞁㒊ရ䛾⤌䜏ྜ䜟䛫䛷ᵓᡂ䛥䜜䜛䚹
౛䛘䜀⮬ື㌴䛾㟁Ꮚ㒊ရ䜢ไᚚ䛩䜛 ECU 䠄Electronic control
unit䠅 䛾ሙྜ䛿䚸䝬䝄䞊䝪䞊䝗䚸䝏䝑䝥䚸䝁䝛䜽䝍䛺䛹䛾䝝䞊䝗
䜴䜶䜰䛚䜘䜃ᇶᮏไᚚ䝻䝆䝑䜽䛜䝥䝷䝑䝖䝣䜷䞊䝮㒊ရ䛷䚸㏻ᖖ䛿
䝝䜲䜶䞁䝗䛸䝻䞊䜶䞁䝗䛾 2 䛴䛾௙ᵝ䛜Ꮡᅾ䛩䜛䚹 ୍᪉䚸⟂య䚸
㏣ຍ䝁䝛䜽䝍䚸ྛ✀ไᚚ䝋䝣䝖䛺䛹䛿䜰䝥䝸䜿䞊䝅䝵䞁㒊ရ䛷䚸
᏶ᡂ㌴䝯䞊䜹䞊ẖ䛾䜹䝇䝍䝬䜲䝈ရ䛜Ꮡᅾ䛩䜛䚹 䛭䛾㝿䚸䜰䝥䝸
䜿䞊䝅䝵䞁㒊ရ䛷䛿㛤Ⓨ㈝䜢᏶ᡂ㌴䝯䞊䜹䞊䛻㈇ᢸ䛥䛫䜛䛣䛸䛷
䝥䝷䝑䝖䝣䜷䞊䝮㒊ရ䛻䛚䛡䜛䝇䜿䞊䝹䝯䝸䝑䝖䛾๰ฟ䛸ಶู䝙䞊䝈
඘㊊䛾䝞䝷䞁䝇䜢ྲྀ䜛䛾䛰䚹
๓㏙䛾㏻䜚䚸䝃䝥䝷䜲䝲䞊䛿ᑗ᮶䛾᏶ᡂ㌴䝯䞊䜹䞊䛾䝙䞊䝈䜢
> 1970ᖺ䛻䛿䜰䜴䝖䝗䜰⏝⮬㌿㌴䛾₯ᅾⓗ䛺
䝙䞊䝈䛿Ꮡᅾ
> 」ᩘ䛾⮬㌿㌴䝯䞊䜹䛜〇㐀䜢ヨ䜏䛯䛜ᨾ㞀
䛜ከⓎ䛧ᬑཬ䛿㐍䜎䛪
䜰䜴䝖䝗䜰⏝⮬㌿㌴䛾タィ䝕䝄䜲䞁䛾ᥦ᱌
> 䛹䛾⮬㌿㌴䝯䞊䜹䛷䜒䜰䜴䝖䝗䜰⮬㌿㌴䛾タィ
/〇㐀ྍ⬟䛺⌮᝿䛾䝣䝺䞊䝮䝕䝄䜲䞁䜢ᥦ᱌
> ⮬♫㛤Ⓨ䛾䝁䜰㒊ရ䜢䛹䛾䜘䛖䛻ᦚ㍕䛩䜉䛝
䛛䜢ే䛫䛶ᐃ⩏
䝅䝬䝜〇䛾㒊ရ䜢ᦚ㍕䛧䛯
䜰䜴䝖䝗䜰⏝⮬㌿㌴䛜ᴗ⏺䛾䝇䝍䞁䝎䞊䝗䛻
ฟᡤ 䠖 ྛ✀㞧ㄅグ஦䚸䝻䞊䝷䞁䝗 䞉 䝧䝹䜺䞊ศᯒ
ROLAND BERGER STRATEGY CONSULTANTS
5
THINK ACT
୙☜ᐇᛶ䛾ᡓ␎䝬䝛䝆䝯䞁䝖
ရ䜢⤌䜏ྜ䜟䛫䛶䚸䜰䜴䝖䝗䜰䛷ᛌ㐺䛻㐠㌿䛷䛝䜛⮬㌿㌴䜢タィ
䛧䛯䚹 䛂ඛㄞ䜏䛃 䛸 䛂ᵓ䛘䛃 䜢ᐇ㊶䛧䛯䛾䛰䚹
ຍ䛘䛶䚸⮬㌿㌴䝯䞊䜹䞊䛜䜰䜴䝖䝗䜰⏝䛾⮬㌿㌴䜢〇㐀䛧䜔䛩
䛔䜘䛖䛻䛩䜛䛯䜑䛻䚸⌮᝿䛾䝣䝺䞊䝮䝕䝄䜲䞁 䠄䝸䝣䜯䝺䞁䝇䝕䝄䜲
䞁䠅 䜢సᡂ䛧䚸ୡ⏺୰䛾⮬㌿㌴䝯䞊䜹䞊䛻ᥦ᱌䛩䜛䛣䛸䛷䚸▐䛟㛫
䛻䝅䝬䝜〇䛾㒊ရ䜢ᦚ㍕䛧䛯䜰䜴䝖䝗䜰⏝⮬㌿㌴䚸䝬䜴䞁䝔䞁䝞䜲
䜽䛜⾤䛻ᗈ䛜䛳䛶䛔䛳䛯䚹 䛣䛾䝸䝣䜯䝺䞁䝇䝕䝄䜲䞁䛜䛂ᘬ䛝ᐤ䛫䛃
䛾ᙺ๭䜢ᢸ䛳䛯䛾䛰䛳䛯䚹 C
༙ᑟయ䝯䞊䜹䞊䚸䝻䞊䝮䛾ྲྀ䜚⤌䜏䜒⯆࿡῝䛔䚹 䛂ඛㄞ䜏䛃 䜢
➇தຊ䛸ᤊ䛘䜛䝻䞊䝮䛿䚸CPU➼䛾୰᰾㒊ရ䝯䞊䜹䞊䜔᭱⤊〇
ရ䜢ᡭ䛜䛡䜛䝉䝑䝖䝯䞊䜹䞊䛾᭱ඛ➃᝟ሗ䛻䜰䜽䝉䝇䛧䚸䝉䝑䝖䝯䞊
䜹䞊䛜㏆䛔ᑗ᮶䚸〇ရ䛻⤌䜏㎸䜐䛸Ⰻ䛔ᶵ⬟䛾䛂ඛㄞ䜏䛃䜢⾜䛖䚹
䛯䛰䚸䛣䛾᭱ඛ➃᝟ሗ䜈䛾䜰䜽䝉䝇䛿䚸ᴟ䜑䛶㞴᫆ᗘ䛾㧗䛔䝍䝇
䜽䛰䚹 䛭䛣䛷䚸䝻䞊䝮䛿୰᰾㒊ရ䜢ᩒ䛘䛶タィ 䞉 〇㐀䛧䛺䛔䛣䛸
䛷୰❧ⓗ❧ሙ䜢ྲྀ䜚䚸᝟ሗ䜈䛾䜰䜽䝉䝇ᛶ䜢☜ಖ䛧䛶䛔䜛䛾䛰䚹
䛥䛶䚸ඛㄞ䜏䛷ᚓ䜙䜜䛯ᶵ⬟⩌䛿䛩䛠䛥䜎䝁䞁䝫䞊䝛䞁䝖䛾タ
ィ䜢㏻䛨䛶ල⌧໬䛥䜜䜛䚹 䛭䛾㝿䚸䝻䞊䝮䛿䚸䜹䝇䝍䝮 LSI䛾タィ
䛿䝉䝑䝖䝯䞊䜹䞊ẖ䛻␗䛺䜛䜒䛾䛾䚸ከ䛟䛾ඹ㏻せ⣲䛜Ꮡᅾ䛩䜛
䛣䛸䜢ぢฟ䛧䚸ᶆ‽䝰䝆䝳䞊䝹䛾㛤Ⓨ䜢⾜䛖䚹 ༑ศ䛻⣽䛛䛟せ⣲
ศゎ䛧䛶䛚䛡䜀䚸ᚋ䛿⤌䜏ྜ䜟䛫䜛䛰䛡䛷䜹䝇䝍䝮 LSI䛾኱༙䛾
タィ䜢⤊䛘䜛䛣䛸䛜䛷䛝䜛䚹 䛣䜜䛿䝰䝆䝳䞊䝹໬䜢౑䛳䛯 䛂ᵓ䛘䛃
䛰䚹
䛭䛧䛶䚸䛣䛾 䛂ᵓ䛘䛃 䜢䛧䛳䛛䜚䛸‽ഛ䛧䛶䛚䛟䛣䛸䛷ධ♫ 6 䞃᭶
⛬ᗘ䛾ዪᛶ♫ဨ䛷䜒䚸ᶆ‽䝁䞁䝫䞊䝛䞁䝖䜢౑䛔䜹䝇䝍䝮 LSI䛾
඲య䝺䜲䜰䜴䝖タィ䛜ྍ⬟䛸䛺䛳䛶䛔䜛䚹 䜎䛯䚸䛂ඛㄞ䜏䛃 䛾㝿䛾
䝁䝭䝳䝙䜿䞊䝅䝵䞁䜔 䛂ᵓ䛘䛃 䛻䜘䜛䝸䞊䝗䝍䜲䝮䛾᭱ᑠ໬䛜䝉䝑䝖
䝯䞊䜹䞊䛾 䛂ᘬ䛝ᐤ䛫䛃 䛸䛺䛳䛶䛔䜛䛣䛸䜒㛫㐪䛔䛺䛔䚹
᭱ᚋ䛾஦౛䛿᪥Ύ䛰䚹 ᩘ༑ᖺ๓䛛䜙ୡ䛾୰䛾 䛂࿡䛃 䜢せ⣲䛻
D
᪥Ύ䛾࿡ぬ䛾య⣔໬䛻䜘䜛ᵓ䛘
࿡ぬ䛾
せ⣲ศゎ
> 䛂㎞䛔䛃䛺䛹䛾࿡䛾
せ⣲䜢⣽䛛䛟ศゎ
䛧䝕䞊䝍䝧䞊䝇໬
> ⥅⥆ⓗ䛻䝕䞊䝍䜢
᭦᪂䛧᪂䛧䛔࿡ぬ
䜢⵳✚
⤌䜏ྜ䜟䛫䛻䜘䜛
࿡䛾᚟ඖ
> ࿡ぬ䝋䝮䝸䜶䜢
㓄⨨䛧࿡䛾᚟ඖ
䝜䜴䝝䜴䜢Ὑ䛔
ฟ䛧
> ࿡䜢䛂᪨䛔㽢㎞䛔䛃
䛺䛹䛾⤌䜏ྜ䜟䛫
䛷グ㘓
ὶ⾜䝙䞊䝈䜈ᑐᛂ䛩䜛
> ேẼ䛾䝷䞊䝯䞁ᗑ䛜Ⓨ᥀䛥䜜䜛䛸࿡䜢
࿡ぬ䝋䝮䝸䜶䛜ศᯒ
> ࿡ぬ䛾せ⣲䜢⤌䜏ྜ䜟䛫࿡䜢෌⌧䛧䚸
ᕷሙᛶ䛾䛒䜛䜒䛾䜢〇ရ໬
ศゎ䛧䛶䚸䝕䞊䝍䝧䞊䝇䛻⵳✚䛧䛶䛔䜛䚹 䛂㎞䛔䛃 䛺䛹䚸࿡䛾せ⣲
䜢⣽䛛䛟ศゎ䛧䚸 ⥅⥆ⓗ䛻䝕䞊䝍䜢᭦᪂䛧䚸ᖖ䛻᪂䛧䛔࿡䛾⤌
䜏ྜ䜟䛫䜢⁀䜑䛶䛔䛟䚹 䛥䜙䛻䚸࿡䛾᚟ඖ䛻ᚲせ䛺䝜䜴䝝䜴䜢Ὑ
䛔ฟ䛩䛯䜑䛻䚸࿡ぬ䝋䝮䝸䜶䜢㓄⨨䛧䚸ᵝ䚻䛺䝷䞊䝯䞁䛾࿡䜢せ
⣲䛻ศゎ䛷䛝䜛యไ䜢⠏䛔䛶䛔䜛䚹 ᪥Ύ䛾 䛂ᵓ䛘䛃 䛰䚹 D
䛭䛧䛶䚸䛔䛦ேẼ䛾䝷䞊䝯䞁ᗑ䛜Ⓨ᥀䛥䜜䜛䛸䚸࿡ぬ䝋䝮䝸䜶䛜
䛭䛾ᗑ䛻ゼ䜜䚸࿡䜢ศᯒ䚹 ⮬♫䛾䝕䞊䝍䝧䞊䝇䜢ඖ䛻䚸䛹䛾࿡
䛾せ⣲䜢⤌䜏ྜ䜟䛫䜜䜀ᗑ䛸ྠ䛨࿡䛜෌⌧䛷䛝䜛䛛䜢ᑟ䛝ฟ
䛩䚹 䛭䛧䛶䚸 せ⣲䛾⤌䜏ྜ䜟䛫䛻䜘䛳䛶෌⌧䛥䜜䛯࿡䛷䚸 㐪࿴
ឤ䛜↓䛔䜒䛾䛰䛡䛜〇ရ໬䛥䜜䜛䚹
䛂ᵓ䛘䛃 䜢ᣢ䛴䛣䛸䛷䚸䛔䛱᪩䛟࿡䜢෌⌧䛷䛝䜛᪥Ύ䛻䛿䚸➇ྜ
䛿ኴยᡴ䛱䛷䛝䛺䛔䚹 ⤖ᯝ䛸䛧䛶ᾘ㈝⪅䛿᪥Ύ䛾䝷䞊䝯䞁䜢㈙䛖䚹
䛂ᘬ䛝ᐤ䛫䛃 䛜ᐇ⌧䛥䜜䜛䛾䛰䚹 䛥䜙䛻䚸 ㏆ᖺ䛿 䛂ඛㄞ䜏䛃 䛾䛯
䜑䛻䚸ᵝ䚻䛺䝷䞊䝯䞁ᗑ䛾࿡䜢෌⌧䛧䛯〇ရ䜢㝈ᐃ㈍኎䛩䜛䜿䞊
䝇䜒䛒䜛䚹 䛔䜟䜖䜛䝔䝇䝖䝬䞊䜿䝔䜱䞁䜾䛷䚸᪂つ䝙䞊䝈䛾᥀䜚㉳䛣
䛧䜈䛸⧅䛢䛶䛔䜛䚹
6 .䚷┿䛾䜾䝻䞊䝞䝹䝥䝺䞊䝲䞊䜈䛾⬺⓶
Ḣᕞ䛸䛾ᩥ໬ⓗ⫼ᬒ䛾㐪䛔䜒䛒䜚䚸᪥ᮏ䛾〇㐀ᴗ䛿䚸䝖䝑䝥䝎
䜴䞁䛷㛗ᮇⓗ䛺䝡䝆䝛䝇ᒎᮃ䜔ᡓ␎䜢ᥥ䛟䛣䛸䜘䜚䚸䛭䛾᫬䚻䛾
⌧ሙ䛷䛾ᨵၿ䜢㔜ど䛧䛶䛝䛯䚹 䛯䛰䚸௒ᚋ䜾䝻䞊䝞䝹䛷຾䛱ᢤ
䛟ୖ䛷䛿᫬ὶ䜢 䛂ඛㄞ䜏䛃 䛧䛶䚸ඛ㥑⪅䛸䛧䛶᪂䛧䛔ศ㔝䜢ษ䜚㛤
䛔䛶䛔䛟䚸䛣䛖䛧䛯ྲྀ䜚⤌䜏䜢᪥⣔௻ᴗ䛻䜒ᐇ㊶䛧䛶ḧ䛧䛔䚹
䛭䛾䛯䜑䛻䛿䚸⭜䜢ᤣ䛘䛶ᑗ᮶䝅䝘䝸䜸䜢స䜚䚸䛭䛾୰䛷⮬♫
⊂⮬䛾䝫䝆䝅䝵䞁䜢⏕䜏ฟ䛩ᡓ␎䜈䛸⧅䛢䜛䝅䝘䝸䜸䝥䝷䞁䝙䞁
䜾䜢ά⏝䛩䜉䛝䛰䚹 ┠ඛ䛾䛣䛸䛷䛿䛺䛟䚸ᑗ᮶䜢ぢᤣ䛘䛶ᡓ␎䜢
స䜚䚸⤌⧊୍୸䛸䛺䛳䛶䛭䛾ᡓ␎䜢ᡂ䛧㐙䛢䜛䛸䛔䛖άື䛜୙ྍ
Ḟ䛸䛺䜛䚹䛭䛧䛶䚸䛭䛾άື䜢୍㐣ᛶ䛷⤊䜟䜙䛫䜛䛾䛷䛿䛺䛟䚸䜶䞊
䝇ேᮦ䛾ᢞධ䚸ᑓ㛛㒊㝲䛾タ⨨䛺䛹䜢㏻䛨䛶䚸 ⤌⧊䛸䛧䛶䛾ព
ᛮ䜢᫂☜䛻♧䛧䛴䛴䚸ᐇ㊶䞉䝻䞊䝸䞁䜾䛧䛶䛔䛟䛣䛸䛜㔜せ䛷䛒䜛䚹
䛭䜜䛻䜘䛳䛶䚸ண 䛾⢭ᗘ䚸ᡓ␎䛾➇தຊ䜢㧗䜑䜛䛣䛸䛜䛷䛝䜛
䛛䜙䛰䚹
䛯䛰䚸䛔䛟䜙⢭ᗘ䛾Ⰻ䛔 䛂ඛㄞ䜏䛃 䜢䛧䛶䜒୙☜ᐇᛶ䛜ᚲ䛪ṧ
䜛䚹 䛭䛣䛷 䛂ඛㄞ䜏䛃 䛻䜘䛳䛶⏕䜏ฟ䛧䛯ᡓ␎௬ㄝ䜢⬟ືⓗ䛻
㛤♧䛧䛶䚸࿘ᅖ䜢䛭䛾௬ㄝ䛻䛂ᘬ䛝ᐤ䛫䜛䛃άື䜢㐍䜑䜛䜉䛝䛰䚹
୍⯡ⓗ䛻᪥ᮏ௻ᴗ䛿➇ྜ䜔᪂⯆ᅜ䝥䝺䞊䝲䞊䜈䛾᝟ሗὶฟ
䜢ᜍ䜜䚸᝟ሗ䛻⵹䜢䛩䜛䚹 ⊂๰ⓗ䛺〇ရ䜢༢⊂䛷స䜚ᬑཬ䛥
䛫䜛䛣䛸䛜䛷䛝䜛䛺䜙䛭䜜䛷䜒Ⰻ䛔䛜䚸⌧ᐇ䛿䛭䛖䛿䛔䛛䛺䛔䚹
䛣䜜䛛䜙䛿ඹ䛻ᬑཬ䛻ᑾຊ䛩䜛௰㛫స䜚䛾᪉䛜䜘䜚㔜せ䛸䛺䛳䛶
䛔䛟䚹
䜎䛯䚸䝰䝆䝳䞊䝹㒊ရ䜔せ⣲ᢏ⾡䜢ᶆ‽໬䞉య⣔໬䛧䛶 䛂ᵓ䛘䛃
䜢ᩚ䛘䚸䛭䜜䜙䛾⤌䜏ྜ䜟䛫䛷〇ရ䜢స䜚䛣䜐䛣䛸䜒Ḣᕞ௻ᴗ䛸
ẚ䜉䛶┦ᑐⓗ䛻ⱞᡭ䛰䚹 䛹䛖䛧䛶䜒䚸〇ရ໬䛾᭱⤊ẁ㝵䛷ᨵၿ
䜢ຍ䛘ᶆ‽䛛䜙㞳䜜䛶䛔䛟䚹 䛣䜜䛜㛤Ⓨ䝸䝋䞊䝇䛜㐕㏕䛩䜛ཎᅉ
䛰䚹 ௒ᚋ䛿䚸┠ඛ䛾〇ရୖᕷ䛻᫬㛫䜢౑䛔䛩䛞䛺䛔䝬䝛䝆䝯䞁
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6
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䝻䞊䝷䞁䝗䞉䝧䝹䜺䞊
䝻䞊䝷䞁䝗 䞉 䝧䝹䜺䞊䛿䝗䜲䝒䚸䝭䝳䞁䝦䞁䛻ᮏ♫䜢⨨䛝䚸䝶䞊䝻䝑䝟䜢௦⾲䛩䜛ᡓ␎❧᱌䛸䛭䛾ᐇ⾜ᨭ᥼䛻≉໬䛧䛯⤒Ⴀ
䝁䞁䝃䝹䝔䜱䞁䜾 䞉䝣䜯䞊䝮䛷䛩䚹 1967ᖺ䛾๰❧௨᮶䚸ᡂ㛗䜢⥆䛡䚸⌧ᅾ 2 ,700 ྡ䜢㉸䛘䜛䝇䝍䝑䝣䛸ඹ䛻䚸ୡ⏺ 36 䜹ᅜ 51
஦ົᡤ䜢ᵓ䛘䜛䜎䛷䛻⮳䜚䜎䛧䛯䚹 ᪥ᮏ䛻䛚䛝䜎䛧䛶䛿䚸1991ᖺ䛻䜸䝣䜱䝇䜢㛤タ䛧䚸᪥ᮏ௻ᴗཬ䜃እ㈨⣔௻ᴗ䛾⤒Ⴀୖ
䛾ㄢ㢟ゎỴ䛻ᩘከ䛟䛾ᐇ⦼䜢✚䜏㔜䛽䛶䛚䜚䜎䛩䚹 〇㐀䚸ὶ㏻ 䞉 䝃䞊䝡䝇䚸㏻ಙᴗ⏺➼ᩘከ䛟䛾䝥䝻䝆䜵䜽䝖䛿䜒䛸䜘䜚䚸5
䡚 10 ᖺᚋ䜢ண 䛩䜛ྛ✀䝖䝺䞁䝗䝇䝍䝕䜱䛾ᐇ᪋䜔Ꮫ⾡ᶵ㛵䛸䛾ඹྠ◊✲䛺䛹䜢⾜䛖䛣䛸䛻䜘䜚ᖖ䛻᭱ඛ➃䛾䝜䜴䝝䜴䜢⵳
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䜸䞉䝥䝷䝙䞁䜾䜢ᡓ␎ィ⏬䛻⤌䜏㎸䜐䛣䛸䛷」㞧ᛶ䜢㍍ῶ䛥
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ROLAND BERGER STRATEGY CONSULTANTS
7
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㛗ᓥ䚷⪽䚷Satoshi Nagashima
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䞊䜿䝔䜱䞁䜾ᡓ␎䚸䝻䝆䝇䝔䜱䜽䝇ᡓ␎䚸஦ᴗ䞉⤌⧊ᡓ␎䛺䛹ᩘከ䛟䛾䝥䝻䝆䜵
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୰ᮧ䚷೺஧䚷Kenji Nakamura
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