立命館大学審査博士論文
シュンペーターの人間類型論から見たリーダーシップ論
-
GM と日産をケース・スタディにして -
(Leadership theory from the view point of the man of action by Schumpeter
To challenge Schumpeter’s hypothesis through a case study of General Motors and Nissan)
2016 年 3 月
March 2016
立命館大学大学院国際関係研究科国際関係学専攻博士課程後期課程
Doctoral Program in International Relations,
Graduate School of International Relations, Ritsumeikan University
菖蒲 誠
SHOBU Makoto
研究指導教員:高橋伸彰 教授
GM
GM
20
1
3
1912
2
1926
1
GM
2
GM
3
Abstract of Doctoral Dissertation
Leadership theory from the view point of the man of action
by Schumpeter
General Motors and Nissan.
Doctoral Program in International Relations
Graduate School of International Relations
Ritsumeikan University
SHOBU Makoto
Times are changing more rapidly than we ever previously imagined. When we talk about business
leadership today, it is not what it used to be. With changes like these comes the need for a more
realistic understanding of the nature of leadership, and accordingly, strategic forms of leadership.
Many researchers have tried to find effective leadership styles, mostly by focusing on essential
factors that leaders should possess, and they assumed that leadership could be exercised by learning
the necessary factors to become a leader.
Schumpeter (1912), on the other hand, asserts that the most typical embodiment of future values is
the new enterprise, and that future values are the correlation of new combinations. Those who can
realize such new combinations are entrepreneurs, i.e. the man of action, and real leaders. The
essential features of this type, the man of action, is first, the energy of action and second, a
particular type of motivation. Creative construction is a definitive principle for leaders.
enterprise are recognized as leaders. This dissertation challenged his hypothesis by giving thought
to a leader who redesigned the desperate financial situation of an already established big company,
as well as new enterprise.
GM went bankrupt with the failure of the new combination of assets, such as technology, and
brains of employees, and eventually applied for Chapter 11 help to the U.S. Government. The same
could
san received both a cash injection and Carlos Ghosn of
Renault as the COO of a new Nissan. Ghosn realized the
-called
tacit knowledge, and saved Nissan from the scrapyard with his preconceived ideas and lead Nissan
to remarkable success. Ghosn proved Sc
eal
2015
27
i
1
1912
2
4
5
Entrepreneur
6
New Combination
10
1
GM
13
1 GM
14
14
17
2007
GM
22
1 3 1
22
1 3 2
23
4
GM
2008
26
2
GM
30
30
33
3
GM
35
35
36
2
38
1
38
2
1999
41
41
43
2 2 1
43
2 2 2
47
ii
2 3 1
50
2 3 2
55
2 3 3
57
3
61
1
61
2
66
69
1
69
1 1
69
1 2 VW
69
1 3
70
1 4
71
1 5
72
2
75
3
79
1
79
79
81
2
84
1
84
NPW
86
88
3
90
90
CFT
91
(NRP)
95
99
101
GM
101
103
105
iii
107
1
500
11
GM
100
2008
22009
6
Chapter 11 (
11
)
31977
1999
3
Carlos
Ghosn
Joseph
A.Schumpeter
1912
4Entrepreneurship
GM
51 Global500 Fortune( ) 2000 GM
Global Fortune 500, [http://fortune.com/global500/2000/] ( 2014 3 5 )
2 Reuters ; 08 GM 3% http://jp.reuters.com/article/topNews/idJPJAPAN-32876720080723 ( 2009 7 24 3 11 11 11 7 [ ] GM 2009 4 7 4 1912 2 The theory of Economic Development. The Fundamental Phenomenon of Economic Development
Becker, M.C., Knudsen, T., & Swedberg, R. (Stanford Business Books, 2011) 2011
2011
1934 2 1926 1912
2
1912
6(man of action)
71
static person
82
1926
2
92
1995
2
2
2
1
101
111995
126 2007 182 2009 140
7 The entrepreneur is our man of action in the field of the economy Becker, M. C., Knudsen, T., &
Swedberg, R. (eds.). Stanford Business Books, Stanford, CA, 2011, p.129.
8 on a regular basis in the
static state of the economy from where we begin; something that, first of all, by being strange to the value system of statics will oppose it and subsequently will have to be gradually assimilated by it so it change more or less. This is what we understand as the carrying out of new combination. ibid., p.119. 9 1977 9 10 1995 203 11 203 12 204
3
1942
132013
142
2
Schumpeter(2011)
152
2
13 J.A. 2001 13 14 14 J.A. Entrepreneur 2013 168
15 The most typical embodiment of future value is the new enterprise. The future values are the
correlate of the new combinations; they are new combinations translated into a language of value. Our assertion is that an entrepreneur is who pushes through new combinations. He is the M. C., Knudsen, T. & Swedberg, R. (eds.), op.cit. p.128.
4
3
1995
161995
171981
18 19 2016 202 17 20 100 100 20 100 18 28 19 174 20 180
5
7
2
221981
231981
150
21 170 22 397 23 19 20
6
24Becker, M.C., et al. 2011
2
25 26creative construction
Entrepreneur
27 281981
29Mann der
Tat
Man of Action.
30(Entrepreneur)
static &
dynamic
(hedonic type)
energetic
type
31the man of action
Entrepreneur
24 16
25 Becker, M. C., Knudsen, T., & Swedberg, R. (eds.). op.cit. p.79.
26 The entrepreneur is defined as the person who carries out the combination. A new combination
is also called an innovation, and an innovation differs from an invention in that it consist of elements that are already available . Becker, M. C., Knudsen, T., & Swedberg, R. (eds.), op.cit. p.66.
27 the entrepreneur is a leader who personifies one of two possible types of economic behavior, 28 development is the same as entrepreneurship . The entrepreneur
draws on intuition and not on rational thought in figuring out a new combination and pushing it through. Ibid., p.7.
29 27
30 Schumpeter repeatedly refers to the entrepreneur in the 1911 edition as a Man of Action (Mann
der Tat), and he describes him as someone who does not accept reality as it is. Becker, M. C., Knudsen, T., & Swedberg, R. (eds.), op.cit. p.7.
31 As we need
7
1995
1912
331995
2
34 352
362
371
3
32
in order to do so non-hedonic behavior is almost always required. The entrepreneur is our man of action in the field of economy. p.129.
33 204 205
34 204
35 204
36 204
8
3
38
1995
392
2
1
1995
38 Hypotheses non fingo 2
1926 1729 200 1956 199 201 3 39 204
9
1 The Man of Action (
)
The Static Person
The Man of Action The Static Person
Dynamic, Static,
Breaks out of equilibrium. Seeks equilibrium.
Does what is new. Repeats what has already been done.
Active, energetic. Passive, low energy.
Leader, Manager, Follower
Puts together new combination
Accepts existing ways of doing things.
Feels no inner resistance to change.
Feels strong inner resistance to change.
Battle resistance to his actions.
Feels hostility to new actions of others
10
Makes an intuitive choice among a multitude of new alternatives.
Makes a rational choice among existing alternatives.
Motivated by power and joy in creation.
Motivated exclusively by needs and stops when these are satisfied.
Becker, M. C., Knudsen, T., & Swedberg, R. (eds.). op.cit. p.9
New Combination
2
creative construction
41new combination
(creative construction)
4241 data, and more still. One could say
that it cannot create anything different in the future than what the present provides the seed for. Becker, M. C., Knudsen, T., & Swedberg, R. (eds.), op.cit. p.114.
11
man of action
GM
GM
44 45GM
2
43 1962 dwell in integrate ( ) 34(4) Oct.1962, 601-616. 1962. pp.3-5. 44 GM 2011winter/No.390. ( 1994 ) ( ) GM ( 2009 ) J GM (PHP 2009 ) (PHP 2010 ) 45 1995 2012 2012
12
GM
2
1995
1981
1972
Becker.M.C.,
Knudsen.T., & Swedberg.R. (2011)
2
1
GM
13
1
GM
GM
GM
1908
William Durant
Alfred Sloan
GM
GM
2009
CEO
Richard J. Wagoner
United Auto Workers
UAW
GM
GM
GM
4646 GM GM 2007 2008 2008 2005 301 2005 2004 5 GM
14
1 GM
1908
9
16
100
275
2009
6
1
GM
47
GM
What is good for GM
is good for America.
GM
E.
CEO
GM
2004
78
48
GM
CEO
GM
General Motors Acceptance Corporation
GMAC
)
2000
GM
492005
GMAC
50GM
GM
GM
2005
104
1700
2006
19
7800
2007
387
3200
1 1
S&P
2008
10
GM
B
CCC+
47 Rattner, S.
. New York, Houghton Mifflin Harcourt. 2010. p.183.
48 GM 2009 5 11 49 GMAC : [http://www.sec.gov/Archives/edgar/data/1467858/000119312510078119/dex99.htm] 2014 10 5 50 GMAC GM 1 2 2004 BBB+ 2005 8 , 2007 12 3 Ba3 ( 2007 12 ) 2008 11 CCC+ CCC 2008 11 [http://jp.reuters.com/article/companyNews/idJPnTK004646220071105] 2015 2 15
15
General Motors Corporation 2003, 2004, and 2007 Annual Report
2008
9
15
GM
2009
3
1,728
6
1
11
GM
2008
1,728
823
51GM
3
521
1990
53GM
CEO
542001
9
11
GM
GMAC
51 GM GM 2009 6 2 52 2009 9 24 53 2014 37 54 1946 10 CEO 8 2 GM J GM PHP 2009 332
16
GM
5547
CEO
GM
56 57GM
GM
Delphi
1999
58GM
55 GM 2004 20 56 SUV 2010 298 300 57 298 300 58 2009 5 22
17
2
GM
craftsmanship
59GM
1923
GM
CEO
60GM
GM
2008
1
12
17
1,489
7,900
11
835
9000
309
4300
612008
621 2
59 Craftsmanship 60 S 2011 45
61 General Motors Corporation 2010 Annual Report, p.44.
[https://materials.proxyvote.com/Approved/37045V/20110408/AR_87685/HTML1/default.h] 2010 11 1
62 (2009 3 1 )
18
GM
2009
2
17
166
63 64CEO
2009
3
65GM
63 The implied threat was clear: Did the administration want voters waking up on Election Day to
TARP (Trouble Asset Relief Program) money, a loan, for which GM would be willing to pay a generous interest rate and give the Treasury a 19.9 percent ownership stake , Rattner, S. op.cit. p.23.
The GM team seemed placidly to take for granted that somehow, some way, the government would agree to its requests. Surprisingly, everyone from auto executives to union chiefs to suppliers came to us believing that the government should solve their problems
pp. 86-88.
64 Obama Administration Auto Restructuring Initiative, General Motors Restructuring, (March 30,
2009).
[
http://www.whitehouse.gov/the_press_office/Fact-Sheet-on-Obama-Administration-Auto-Restruc turing-Initiative-for-General-Motors/] 2010 7 22Everyone involved agreed that a total of overhaul was necessary. plan" delivered by GM in February had proven management incapable of dispassionately and analytically creating an achievable business plan Rattner, S. op.cit. p.183.
65 We saw GM as more likely to survive, but were convinced that new leadership would be required.
My thought was to replace Rick Wagoner and divide his responsibilities between a new chairman and an interim CEO. I also felt that much of the board should be replaced. We did not know of another industrial company in history that had burned through so much cash as fast as GM had on his watch. It had vaporized $20 billion in the first quarter of 2009, all of which was now coming out of the pockets of taxpayers. Even more compelling was the fact that GM said it should need still more bailout money to tide it over 91.
19
897 GM 836 623 609 540 420 416 GM 09 389 378 326 10 236 GM 2009 7 11No.2
(Frederick A. Henderson)
2009
6
1
11
GM
60.8
(
1 3)
270
15
1000
GM
GM
GMAC
34.5
2008
8
8400
GM
GM
GMAC
GM
GMAC
66GM
2009
8
11
7
600
GM
GM
1 4
6 18
67CEO
66 GM 2009 6 3 67 GM 2010 11 18 34. 19 33 3. 6 231 IPO 2009 6
20
GM
Customer
Car
(Culture)
C
GM
34
AT&T
Edward E.Whitacre
681 3
GM
GM 2009 7 11462 2009 7 CEO 2010 9 1 CEO GM IPO 3 5855 60.8 36.9 118 GM 500 GM 2010 11 18 68 2009 6 26 60.8% 17.5% 10.0% GM UAW 11.7%
21
GM GM 10 GMC 836 3 2000 2 600 (4 5 ) 6 2000 08 4 2010 35 6200 2008 3600 2010 42 GMGM (2009 6 ) General Motors Corporation 2010 Annual Report
GTO 1964
1926 70 90
22
3
2007
GM
GM
GM
3 1
Buick Motor Car Co.
1904
11
1
Cadillac Motor Co.
Olds Motor Works
1908
9
16
General Motors Co. of New
Jersey
69 70GM
1919
GMAC
GMAC
71GMAC
GMAC
69 GM 1982 37-46 70 60 71 ( ) 2009 187
23
1920
11
72GM
GM
733 2
GM
GM
74 751920
12
30
GM
72 GM 67 73 20 74 GM 108 75 GM 108-109
24
76GM
GM
77T
GM
781920
GM
1924
18.8
1927
43.5
1928
2
7,646
79GM
1923 1928
15
19
1925
1929
1931
GM
76 112 77 J GM 21 22 78 GM 143 79 143
25
GM
1925
1937
811937
1919 1920
821937
2
UAW
UAW
UAW
GM
GM
83GM
90
GM
1955
GM
51
10
GM
80 GM 1927 800 1923 T 1925 GM GM 171 172 81 151 82 152 83 155
26
1 5
2008
GM
1908 9 16 William Durant (New Jersey)
1919 GMAC 1920 11 GM 1923 CEO 1937 2 11 UAW 1946 1953 GM 1950 UAW 84 1962 51.1 1977 1984 NUMMI 1992 CEO 2000 6 COO CEO 47 2005 GM 11 2006 GMAC 2007 2007 390 Rattner, S. op.cit.
4
GM
2008
GM
1990
GM
2009
2
26
2008
308
6
2007
387
1 1
2
4
2008
861
2007
2.3
2008
2008
10
12
96
7
2000
2008
9
162
12
84 125
27
2009
2
SEC(
)
166
GM
8620
87SUV
2013
14
60
UAW
881
6
500
89(
1 7) GM
90GM
1 8
85 GM 3 2009 2 27
86 General Motors Corporation, Restructuring Plan, 2009-2014 (February 17,2009)
[http://www.financialstability.gov/docs/AIFP/GMRestructuringPlan.pdf] ( 2010 7 20 )
87 GM was still dreaming. Each company (GM and Chrysler) was required to include a pessimistic or
growth. Diana tried to push Ray to think more appropriate downside cases b .
88 GM 2009 4 1
89 he White House was ready with a concise statement supporting the bailout. It emphasized the
need for shared sacrifice: Going forward more will be required from everyone involved- creditors, suppliers, dealers, labor and auto executives themselves to ensure the validity of these companies Rattner, S. op.cit. p.64.
90 I decided, then, that if GM and Chrysler and their stakeholders were willing to sacrifice for their
ke the difficult, but necessary steps to restructure, and make themselves stronger, leaner, and more competitive, then the United States government would stand behind them Remarks by the President on General Motors
Restructuring ,
[
https://www.whitehouse.gov/the-press-office/remarks-president-general-motors-re structuring] 2010 10 528
1 6
Auto Work Force
GM
SUV 2008 20 1 2013 14 60 90 2009 4 1
1 7)
GM, 2009 4 18GM
29
2008 9 250 12 340 GM 134 40 GMAC 50 60 2009 2 MEMA 255 80 70 105 GM 20011 166 3 50work force Steven Rattner
3 50 GM 60 50 60 3 30 GM CEO COO 50 5 21 GMAC 75 35.4 GMAC UAW GM 6 1 GM 11 GM 8 7 5 GM 60 90 GM 2008 9 2009 8
30
2
GM
1
(3.8
)1.5 2
2005
2008
6 7
1
4
(
1 9)
2005
2008
GM
820
GM
1
1
GM
GM
1 9
2000
2010
US Energy Information Administration, [regular all formulation retail prices] Release date,11/29/2010) [http://www.eia.doe.gov/.]
91
1991
33 6
1997
45
3
2002
2004
54 3
1 10
92GM
91 Light Truck RV / /MPV / 4000cc 92 FOURIN 2009 62 0 0.51 1.52 2.53 3.54 4.5
31
1 10
1997 2008
Automotive News The 100-Year Almanac and Market Date Book [http://trid.trb.org/view.aspx id=562786]
GM
93(
1 11 1 12)
1980
Opel
1990
Fiat
2000
Fiat
GM
2009
CEO
94GM
EFI(Electronic Fuel Injection)
93 Electoro to Auto Forum, 2008 [http://e2a.jp/review/090123.shtml]
2015 2 10 94 2009 20 44.0% 46.0% 48.0% 50.0% 52.0% 54.0% 56.0% 1996 1998 2000 2002 2004 2006 2008 2010
32
952008
GM
GM
1 11 GM
2008
11795 GM 2009 4 1
33
GM Opel GM GM Holden SUV MPV 96 FORUIN, 2009 772007
GM
GM
971990
1700
1990
GM
GMAC
GMAC
9896 97 3 5 98 GMAC 2004 28 GMAC 20 2009 GM 38
34
99GM
2008
GM
174
134
GM
2009
2
17
GM
166
300
100GM
1000
101 102GM
Auto task force
GM
60
GM
2009
3
30
103GM
10499 2006 [http://secwords.com.] 2014 8 20 100 2009 3 28
101 GM Center for Automotive Research
2008 10 5 GM 14 5000 68 2000 250 24 80 140 1000 HIS Nariman Behravesh GM 1000 2000 8. 5 9. 5
Effects of the 2008-2010 automotive industry crisis on the United States.
http://en.wikipedia.org/wiki/Effects_of_the_2008%E2%80%9310_automotive_industry_crisis_on_ the_United_States] 2010 7 15
102 Rattner, S. op.cit. pp.23-24.
103 Rattner, S. The auto bailout: How we did it. October 21
[http://money.cnn.com/2009/10/21/autos/auto_bailout_rattner.fortune/index.htm postversion=200 9102109] 2010 7 5
104 Wagoner summed up GM s problems are not of its making, as he had at Treasury ,
I do t agree with those who say we are not doing enough to position GM for success. What exposes us to failure now is not our product line up, is not our business plan, and is not our
35
1053
GM
1
2008
11
UAW
106UAW
GM
GM
107 108GM
GM
employees and their willingness to work hard. It is not our long term strategy. What exposes us to failure now is the global finance crisis, which has severely restricted credit availability and reduced industry sales to the lowest per-capita level since World War , Rattner, S. op.cit. pp.26-27.
105 Ibid., pp.64-65.
106 Certainly Rick and his team seemed to believe that virtually all of their problems could be laid at
the feet of some combination of the financial crisis, oil prices, the yen-dollar exchange rates, and the aggressive new appro Ibid., p.92.
107 2000 6 CEO 10 GM GM 2000 49 2007 61 2004 2005 2008 GM 820 1 55 GM 2009 4 1 108 [ ] 2009 5 20
36
2
A
B
109GM
GM
GM
GM
110Workforce
GM
GM
111 112109 ) ( ) 224 110 NTT 1992 674 111 GM 2009 11 21 112 5 OHC
37
GM
113GM
GM
CEO
1980-1990
1990-2002
2002-2009
GM
114 115GM
A W.B ( ) 136 113 GM 137 114 136 115 20
38
1
1961
1964
1161964
2 1
2 2 2 3
2 1
1960
1972
1985 [http://www.mlit.go.jp/statistics/details/road_list.html]2 2
(1960 ~ 1985)
% 1986 288116 1959 7 310 2 PT20 1960 4 1960 41.6% (33.6%) 1999 234-262 0.0 20.0 40.0 60.0 80.0 1958 1960 1962 1964 1966 1968 1970 1972
0
10
20
30
40
1960 1965 1970 1975 1978 1979 1980 1981 1982 1983 1984 1985
39
1976 19851950
1970
1975
33.3
1999
19.7
2 4
1171990
1991
6.6
1999
4.9
2 5
1991
308
1999
246
62
1182 6
1990
4
3
1191999
COO
2 4
1960 1999
1986 1986 320 1992/1993 332 334 2001 318 324117 1989 292 294 2001 318 324 118 [www.nissan-global.com/GCC/NRP/SUPPORT/revival-j.pdf] 2012 4 20 119 2012 356
0
2,000,000
4,000,000
6,000,000
8,000,000
1965
1970
1975
1980
1983
1984
1985
0.0 10.0 20.0 30.0 40.0 50.0 19 60 19 65 19 70 19 75 19 78 19 79 19 80 19 81 19 82 19 83 19 84 19 85 19 86 19 87 19 88 19 89 19 90 19 91 19 92 19 93 19 94 19 95 19 96 19 97 19 98 19 9940
2 5
1988 1999
NRP [www.nissan-global.com/GCC/NRP/SUPPORT/revival-j.pdf]2 6
(1988 1998)
1991 308 NRP [www.nissan-global.com/GCC/NRP/SUPPORT/revival-j.pdf]
1970
120GM
120
1
999 4 1975 31.6 1999 19.7 388 89 90 91 92 93 94 95 96 97 98 99
(
23.623.723.423.222.422.221.421.8 20 20.420.419.7
5.8 6.2 6.4 6.6 6.2 6.1 5.8 5.7 5.5 5.2 4.9 4.9
0
5
10
15
20
25
2.81 3.02 3.06 3.08 2.96 2.74 2.68 2.73 2.74 2.75 2.46 2.2 2.4 2.6 2.8 3 3.2 1988 1989 1990 1991 1992 1993 1994 1995 1996 1997 199841
1
50
1999
DATSAN
DAT
1911
Den
Aoyama
Takeuchi
1914
2
10
3
DAT
1931
DATSON
1932
DATSAN
1932
4
1934
5
30
1211936
5
9
2
1937
1
1937
2
1221936
6163
37
10277
1938
5
26
2
1500cc
50
1000cc
30
1938
8
123 1241938
10
4
121 21 50 ( 1983 ) 52 122 60 123 1999 42-47 124 73-74
42
1941
2
80
180
1941
1
125180 180 [https://www.google.co.jp/search q= 180 ]
1941
3
5
6
1261943
12
1945
8
1945
9
2
50
9
25
1945
10
1
1
1945
11
15
127DA
1947
11
1955
110
128125 21 50 65 126 81 127 100 128 118
43
DA 110 1947 1955 1955 1957310 1959 1963 [https://www.google.co.jp/search q= DB 110 310 ]
2 1
1950
6
1951
4325
1294
1000
129 1949 10 5000 12 5000 1947 1950 1594 51 3611 52 4743 1999 136 1952 1100 900 200 35 5035 34 7000 7 6,000 21 50 83 1276 18,000 136
44
1301946
2
19
1311947
4
23
3
1953
132 133 1341957
11
30
130 128 131 107 108 132 1992 143 133 GHQ 1945 10 11 1946 2 12 4 1948 3 1947 1953 8 1800 1962 109 112 134 1953 225
45
1362 2 2 3
1957
11
137 138 139135 224 136 224 225 137 1957 110 226 138 1954 1 4 2012 61 139 14 1931 110 120 1955 1966 1997 31
46
1960
2 7
1960
48
87
1961
81
62
99
1962
5
1964
4
140USA
3
1957
10
1960
9
100
3
6000
141150
200
400
1963
1000
4
1
1421964
140 266 141 1958 210 2 10 1960 9 1955 57 2 1957 10 31 USA 231 239 142 99
47
1965 721502 1197152 19254 1937908 37.2% 1970 3354327 2055813 44384 5454524 61.5% 1973 4334561 2616999 42955 6994515 62.0% 1974 4017136 2443062 44469 6504667 61.8% 1975 4681766 2412794 36439 7130999 65.7% 1976 5123634 2883533 43476 8050643 63.4% 1977 5616285 3110729 50265 8777279 64.0% 1986 .2 2
1965
5
1966
8
1964
4
OECD
143 1441975
34.8
1452 2
1973
11
16
143 392 144 178-179 145 1989 292 294
48
1463
1937
3
1949
1954
42
1960
1471966
5
1974
2480
1973
2
5000
1481965
1966
1969
12
1973
11
1977
65
146 310 2007 65 147 315 148 568
49
1501980
1
2
151feasibility study
152 153 154149 1994 11 20 1977 6 35 272-273 CFT 150 1994 11 24 151 205 152 12 1 1979 8 13 1980 1 10 99 8 35.8 80 1660 3090 1982 560 5 1 90 400 63-64 224-225 1980 5 6 80 1 16 6 83 4 87 100 65-66 FS Feasibility Study 123 153 4 99 154
50
3 1
1979
155 1562 8
1982 1 1994 11 25 83 194 155 547 156 492
51
/ 1981 91,122 183,898 82,035 93,689 49,922 1982 71,496 153,296 74,324 136,081 44,607 1983 71,685 133,206 75,075 138,329 42,101 1984 72,164 147,852 90,280 158,309 32,685 1985 67,722 139,510 87,689 132,229 47,776 1986 3941960
1571979
10
1582
3
1591981
30
29.9
1602 4
157 438~440 158 10 569 159 489 160 1989 320 322
52
1612 9
162(
2 10 2 11)
2 9
( ) 1976 1990
161 Return On Capital Employed 162 294 0.00% 0.05% 0.10% 0.15% 0.20% 0.25%
53
1 1980.3 2,738,868 153,585 183,016 87,457 57 1981.3 3,016,190 124,458 166,070 85,911 54 1982.3 3,198,724 134,340 178,569 86,068 51 1983.3 3,187,722 102,124 154,347 95,477 56 1984.3 3,460,124 61,456 120,863 70,532 37 1985.3 3,618,076 70,845 148,184 74,276 35 1986.3 3,754,172 58,999 124,675 64,752 30 1987.3 3,429,317 8,449 118,555 46,606 21 1988.3 3,418,671 47,610 137,043 38,584 17 1989.3 3,580,110 92,010 154,772 63,606 26 1990.3 4,005,550 138,664 184,270 85,377 34 ( ) 1976 19852 11
1976 1990
100 1976 19901980
0 50000 100000 150000 200000 250000 300000 350000 40000054
163 1642 12
2 12
100 1984 1985 1986 1987 1988 1989 113,857 128,496 163,865 196,082 205,715 159,653 16,424 19,489 15,347 10,646 3,521 2,977 130,281 147,985 179,212 206,728 209,236 162,630 FOURIN( ) FOURIN 1991 2001989
60
1,115
2 13
1115
1
165163 1984 10 50 46.7 5.3 209 164 50 1973 12 1974 22.3 385 1969 21 50 192 165 199
55
100 1984 1985 1986 1987 1988 1989 34,468 31,338 61,388 149,230 111,821 111,456 FOURIN( ) FOURIN 1991 2013 2
50
1977
6
1663
1676 7
1688
3 4
169 170166 21 50 209 167 182 168 1994 11 26 169 490 170 UAW IMF
56
1712012
17290
2 14
1995
3
1999
2
4
3
2 14)
1995 2005
100 ( ) (1995 2005 )ILO 78 164 171 227 172 301 0 500000 1000000 1500000 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005
1995 2005
57
2012
FF
173 1741980
2 15 80
80
10
2 16 2 17
2 15
1975 1985
1986 236 1992 1993 220 2001 208173
1
979 1 FF 1982 7 206 174 204 0 2,000,000 4,000,000 6,000,000 8,000,000 10,000,000 12,000,000 1955 1960 1965 1970 1975 1980 1985 1990 1995 2000 200558
2 16
(1965~1999)
( ) 1992 1993 368 376 1992 1993 332 340 ( ) 2001 322 3282 17
1965~1999 (%)
1986 1992/1993 ( ) 200110
10
VW
1752
176180
175 176 ) ( ) 198 0 500,000 1,000,000 1,500,000 2,000,000 1960 1965 1970 1975 1980 1985 1990 1995 2000 0 0.1 0.2 0.3 0.4 0.5 1960 1965 1970 1975 1980 1985 1990 1995 2000 2005
59
production oriented
2 18
2 18
(1976
1990
)
100 ( ) 1976 19902 19
177 0 200,000 400,000 600,000 800,000
1976-1990)
60
2 19
1911 1914 (D) (A) (T) 3 1926 1933 (1933~1936) 1936.5.29 1936.9.19 2 1939. (1939~1944) 1944.9 (1944~1945) 1945.12.15 (1945~1951) 1947.4.23 1951.10.27 1951~1957 1953.8.30 2 1955.1.23 1952.12.4 1958 6 18 58 (1957~1973) 1959. 8 310 1960. 9 1961 9 1962. 1963. 9 2 410 1966. 5 8 30.1 1967 8 510
(
)
61
1977 6 7 (1973~1977) 1980 (1977~1985) 1981 7 NISSAN 1984 4 1984 2 1992 1 (1985~1992) 1994 1 (1992~1996) 1995 3 1996 20.8 1998 5 (1996~2000) 1999 3 6 10 1999 6844 COO 2000 2000 3311 (2000~ ) 2001 5 10 180 Value Up program, 15% 44.4% 21 50 1983 20013
1960
1970
62
1781960
SSS
70
1792001
180 1811994
8
12,000
1
9,400
182 1832
3
1
178 FOURIN FOURIN 1991 233 179 484 491 180 F 2001 17 181 FOURIN 49 182 1 19.6 1995 66 183 67
63
2 20
2 20 1975 - 1985
1 2 3 4 5 1975 1976 1977 1978 1979 1980 1981 1982 1983 1984 1985 2007 173 1986 ( 1986)2 21 2 22)
1980
1990
64
3
6
3
22.7%
184production oriented
1980
(NMMC)
185Camry
Accord
1862 21
3
6
3
3 6 578,173 ( 830,767 ( (45.1%) 642,461 ( ( 22.7%) 822,164 ( 932,440 ( (13.4%) 945,353 ( (1.4%) 370,705 ( 508,420 ( (37.1%) 738,306 ( (45.2%) 3 85 83 45.1% 6 3 22.7% FOURIN 90 FOURIN 1991 178184 FOURIN 178
185 GM NUMMI (New United Motor Manufacturing Inc.)
TMMU(Toyota Motor Manufacturing U.S.A. Inc.) 1988 10
594 595
186
1970 HAM(Honda of
65
GM 35.6 35.1 35.3 Ford 24.3 24.6 23.9 Chrysler 14.3 13.8 12.2 6.1 6.5 7.6 5.0 5.4 6.2 4.2 4.6 4.5 15,464,003 14,550,214 13,886,809 FOURIN 90 FOURIN 1991 1742
3
2 23
2 23
1988 ~1990
1988 1989 1990 2.9% 3.0% 2.9% 2.7% 2.6% 2.7% 1.9% 1.8% 2.1% FOURIN 90 FOURIN 1991 1741983
Occupants
Objects
Occasions
Organization
Objectives
Operations
187product
price
place
187 1983
66
promotion
P
Product
P
2001
1881977
1892
3
2000
want well-designed, high-
190191
188 F 16 189 S 21 2008 188 190 Carlos Ghosn, February, 2002, p.30. 191 NYC 1999 [http://www.interbrandjapan.com/ja/service/index.html] 2015 2 6
67
2000
1932001
COO
2000
1000
700
4
75
7
5000
1941985
26
2
5000
1951981
DATSUN
NISSAN
192 BP 2000 198 193 198-199 194 202 195 NYC 2001 185 7800 8 217 2800 12 185 7800 14 146 3800 21 100 2001 [http://bestglobalbrands.com/previous-yara/2001] 2015 2 6
68
196Production Oriented
197GM
196 590 197 186
69
1
10
10
198 1991 1
(
35.8
99
9800
)
EC
200 201 2022000
99
2031983
1994
6
1 2 VW
1980
12
VW
198 47 199 1979 7 2012 217 1994 11 24 200 224 201 1980 6 8 36% 1981 7 11 36% 1982 2 32 55 225 202 INI 1986 28 203 2001 30
70
81
9
VW
2500
VW
2041984
1984
1,410
1985
12,282
2053
7
5
1992
206VW
2071 3
80
12
(
50 )
ARNA
83
10
1
1
1987
2 24
1987
9
2081987
Fiat
204 228 205 1986 394 206 1981 1 VW VW 2 VW 25,000 VW 12 VW 1981 9 2500 3 VW 234 207 1994 11 24 208 1994 11 24 58 5 62 1987 9 100 226
71
Al f a Romeo Arna Arna
1983 206, 926 ( 14. 8) 11, 471 ( 0. 8) 4, 472 ( 0. 3) 6, 999 ( 0. 5) 1984 200, 103 ( 13. 9) 31, 066 ( 2. 2) 3, 181 ( 0. 2) 27, 885 ( 1. 9) 1985 157, 625 ( 11. 3) 10, 976 ( 0. 8) 92 ( - ) 10, 884 ( 0. 8) 1986 168, 074 ( - ) ( - ) ( - ) 1986
1 4
2 25
1982 1995
1982 107927 (4.2) 470246 (5.9) 0 1983 11715 (0.4) 125640 (4.0) 521902 (5.7) 659,257 1984 95162 (2.3) 108562 (2.7) 485298 (4.7) 689,022 1985 110344 (2.4) 39794 (0.4) 145257 (3.1) 535372 (4.8) 830,767 1986 96827 (2.0) 52604 (0.5) 119506 (2.5) 501247 (4.4) 770,184 1987 78678 (1.6) 119678 (1.2) 90327 (1.8) 456985 (4.5) 745,668 1988 116717 (2.2) 112125 (1.1) 52380 (1.0) 361239 (3.4) 642,461 1989 130978 (2.6) 103134 (1.1) 22067 (0.4) 407237 (4.2) 663,416 1990 134260 (2.8) 109575 (1.2) 33093 (0.7) 344675 (3.7) 621,603 1991 129633 (3.0) 112800 (1.4) 39508 (0.9) 300933 (3.7) 582,874 1992 121264 (2.5) 144588 (1.8) 37675 (0.8) 273382 (3.3) 576,909 1993 156282 (2.8) 249844 (2.9) 49081 (0.9) 232802 (27) 688,009 1994 172994 (2.7) 313058 (3.5) 64184 (1.0) 224170 (2.5) 774,406 1995 180712 (2.8) 299884 (3.5) 69934 (1.1) 220374 (2.6) 770,904 1986 ( ) 1999
1980
7
100
Nissan Motor Manufacturing Corp.
U.S.A
NMMC
(Smyrna)
72
6
1
2091
5000
1
1985
2 25, 2 26
2 26
1986 ( ) 1999 210
1983
Datsun
Nissan
CI
2111 5
1980
4
UK
BL
British Leyland
209 589 210 1980 2 2005 7 22 211 0 100,000 200,000 300,000 400,000
73
3
21211
18
20
1,410
1984
1981
1
5
10
300
213200
10
10
2 10 2 11
1981
1982
7
1982
9
1983
6
2146
5
1984
2
800
98
24,000
400 500
212 2012 95 213 237-238 214 1983 6 7
74
10
2,700
1990
10
3,500
2151984
4
NMUK
2012
VW
2161982
17
7
2171982
538
258
127
131
2 27
215 262-263 216 215 1981 18 1983 200 1981 1983 217 1971 2 498
75
532 1788 -600 -1241 28079 50265 3023 108 13022 23244 1095 84 22430 28644 -2770 -123 56883 67343 -1935 -34 1284 2228 -257 -200 TR- X) 9716 15190 -257 -26 79689 78304 -9546 -120 7360 6441 -2488 -338 9568 11398 -894 -93 3075 3999 -138 -45 88877 58907 -14227 -160 12534 10139 -875 -70 45042 31756 -7705 -171 20670 15611 -1512 -73 12213 9401 -1310 -107 4738 4961 -795 -168 415712 419619 -41251 -99 2012 2612
Marketing Oriented
Production Oriented
PR
218218
76
2191980
220 221VW
VW
1992 148 219 FORUIN 174 220 589 590 221 1994 11 20
77
NMMC
1985
6
2 28
2 28
1977 6 7 2,000 10 B310 1978 7 1278
1979 6 10 / 11 910 1980 1 1 1000 2 4 5 7 NMMC 12 VW ARNA 1981 5 7 168 NISSAN 8 3,000 9 VW 12 NMAC 82 3 4 30 6 11 6 9 83 1 WD GM NUMMI 6 8 84 2 85 2 6 21 50 1983 201279
3
Saving the business
without losing the company
222
Cross Functional Team (
CFT
)
the man of action
1
1
1966
2
1980
264
4000
2231990
2242000
CEO
CEO
1
225222 Polanyi M. op.cit. pp.601-616. 223 1,940,615 1999 224 1997 11 1998 10 10 1997 5 1 7 1 300 10 12 1998 2000 82 225 1998 5 7 89 NAFTA 3% 65% NAFTA 17% 94 95 1999 1 28 2000 155
80
226 227 2281999
3
27
COO
3
2292
230224
3
11
Baa3
Ba1
2313 1
GM GM 2000 6 192 226 8 136 227 174 228 MITI 169 229 2003 63 230 FOURIN 49 231 1999 2 90 S&P B S&P 6 11 8 19 Baa3 92
81
3 1
2000
3
99 3 00 3 65, 800 ( 0. 2%) 59, 771 - 9. 2% 1, 097 26. 3% 826 - 24. 8% 245 99. 4% 16 -277 ( - ) 6, 844 ( - ) 1, 87 1, 35 2, 91 2, 48 2000 3 2000 5 192
23320
232 2004 53 233 28
82
234 2353
6,050
1
400
36.8
6,430
5
2,159
236 2373
238 239 2403 2
234 134 135 235 29 236 54 237 134 238 2003 258 239 233 240 [ ] 2009 106
83
EC 2 2003 258 FOURIN( ) '90 OURIN1991 219 241COO
242 243tacit
knowledge
244241 210
242 Inside Nissan, though, people recognized that we trying to take the company over but
rather were attempting to restore it to its former glory. We had the trust of employees for a simple reason: We had shown them respect. Although we were making many profound changes in the way Nissan carried out its business, we were always careful to protect Nissan s identity and its dignity as a company Carlos Ghosn, op. cit. p.44.
243 206
84
2
1
tacit knowledge
1962
experienced knowledge
2451962
(There are things that we
know but cannot tell)
246integrate
245 Polanyi, M.
34(4) Oct.1962, p.1.
246 My introductory statement, that there are things that we know but cannot tell, can
then be
developed as follows. We can tell what the things are which we know by attending to them focally, but we are uncertain, or entirely ignorant, of things that we know only by relying on our
85
comprehensive entity
247(1962)
2007
Specifiable knowledge
248Explicit knowledge
249
3 3
2001
250
2001
3 3
Tacit Knowledge
Specifiable Knowledge
Explicit Knowledge
2007
247 To make explicit our tacit knowledge of spoken word is to destroy the comprehensive entity, the
sign-gestalt, to which the word contributed. Polanyi, M. op.cit. p.8.
248 127 2007 27
249 3
86
CFT
1962
indwelling
251NPW
CFT
Specifiable
knowledge
CFT
NPW
CFT
2
NPW
1960
252TQC
253251 acit knowing now appears as an act of indwelling by which we gain access to a new meaning.
Therefore, since all understanding is tacit knowing, all understanding is achieved by indwe Polanyi, M. op. cit. p.9.
252 (Deming Prize TQM
W 1951
Wikipedia
87
TQC
254QC
TQC
2551994
1997
NPW
NPW
256 2571962
258100%
254
Toyota Production System
255 23
256 9-10
257 2011 22-25
88
NPW
259NPW
G
260NPW
CFT
CFT
1999
NRP
261NRP
NPW
NRP
7
51%
4
70%
NPW
NPW
262NPW
3
Knowledge is a fluid mix of framed experience, values, contextual information, and expert insight that provides a framework for evaluating and incorporating new experiences and
information. It originates and is applied in the minds of knowers. In organizations, it often becomes embedded not only in documents or repositories but also in organizational routines, processes, practices, and norms. Knowledge exists within people, part and parcel of human complexity and unpredictability. Knowledge can and should be evaluated by the decisions or actions to which it leads. The knowledge management movement can be credited with another substantial achievement: getting the business world to focus on something other than data. Davenport, T.H., Prusak, Working Knowledge: How organizations manage what they know
Boston, 1998, pp.5-6.
259 NPW TPS Toyota Production System)
TPS NPW
181
260 G Global Training Center( ) Global Production Engineering
Center( ) Global Package Design Center( ) Global Launching
Expert( ) 4 24
261 156
89
2009
264NPW
265CFT
263 WBS No.42(2011) 67 264 189 265 24
90
3
Carlos Ghosn(2002)
266 267CFT
CFT
2681
269 270266 On a broader level, I also sought to impose transparency on the entire organization to ensure that
everyone knew what everyone else was doing, Ghosn, C. op. cit.p.42.
267 Ibid., p.40.
268 176
269 197
270 Milikin, J.P. (2005)
91
COO
(Executive Committee)
5
2011
3
3
70
5%
272Global Alliance Committee (GAC)
GAC
Cross Company Team (CCT)
273 274
9
CFT
30
2
CFT
COO
CEO
CFT
275CFT
271 2011 34 272 138-142
273 Mohamad, R.N. & Saito, Akira - A contrast in culture, corporate governance,
(2005) p.575.
274
Senior Vice President (SVP) SVP
Nissan Press Release [http://www.nissan-global.com/GCC/Japan/NEWS/20000316_0.html] 2000
3 16 2014 7 24
275 CFT 1992 96
92
CFT
CFT
276 277CFT
CFT
CFT
CFT
9
NRP
CFT
CFT 172 276 172 277 199
93
CFT
3 5
10
CFT
40 50
1
2
3
2793 5 CFT
1999
7
1
1 2 3 4 5 6 7 8 February, 2002.278 197 279 223
94
280CFT
CVT
281CFT
NRP
3 4
CFT
282280 hat car buyers want, after all, is performance, performance, performance. They want
well-designed, high-quality products at attractive prices, delivered Ghosn, op. cit. p.40.
281 1999 149
282
Davenport, T.H. & Prusak, L. (1998) working knowledge ( 258 ) 1962
100%
95
1. 2 3. 4. 5. 6. 7 . 8. 9. 2003 2573
(NRP)
CFT
283NRP
CFT
2000
4
2003
3
3
2000
2002
4.5%
2002
7000
284NRP
283 86
284 Nissan Press Release [http://www.nissan-.com/GCC/Japan/NEWS/20000316_0.html] 2000 3
96
NRP
CFT
2002
20
3 6 NRP
1999 2002 2001 3 240 165 14 8 2 1000 1 6500 2400 1400 700 1 4000 7000 1145 600 6900 3400 20% 1394 2000 4.5% 4000 6500 6000 5000 500 NRP [www.nissan-global.com/GCC/NRP/SUPPORT/revival-j.pdf]NRP
2852002
22
NRP
3
50
3
285 2000 2000 3410 194
97
CFT
3 3 3
2000
2002
286NRP
NRP
3 6
3 7
3 7 NRP
1.70% (98 , 1.40% (99 ), 4.75%(00 ), 7.9%(01 ) 11% 00 20% 01 51% 75% 7 4 99 3 148,000 02 3 125,000 7 24 Platform 99 4 15 Platform 01 18 98 80 355 3,005 2,650 5,300 01 02 9 2004 2003 6 [www.nissan-global.com/GCC/NRP/SUPPORT/revival-j.pdf]NRP
3 8)
180
2873 9
180
2004
100
180
286 190 287 180 2004 2001 100 8% 2004 198
98
3 8
1997
2003
1997
1998
1999
2000 2001 2002 2003
2568 2541 2415 2564 2597 2771 3057 65646 65800 59770 60896 61962 68286 74292 868.8 1097 826 2903 4892 7372 8249 1.3 1,7 1.4 4.8 7.9 10.8 11.1 1400 2771 6844 3311 3723 4952 5037 13487 9527 4317 1080 136 1997 20033 9) 2005
180
1 100 103 8 8% 9.2% 0 2004 2003 6 [www.nissan-global.com/GCC/NRP/SUPPORT/revival-j.pdf] 288 289CFT
NRP
290288 Nissan Press Release [http://www.nissan-.com/GCC/Japan/NEWS/20000316_0.html] 2000
3 16
289 94
99
291COO
292 293integrate
CFT
NRP
100
294NRP
295281 291 255 292 97 293 186 294 165 295 171
100
296CFT
Saving the business without losing the
company
CFT
man
of action
296 218
101
GM
GM
GM
creative
construction
Entrepreneur
297100
GM
GM
GM
GM
1919
GMAC
GMAC
298GM
2991923
GM
CEO
297 personifies one of two possible types of economic behavior,
Becker, M. C., Knudsen, T., & Swedberg, R. (eds.). op.cit. p.7.
298 GM 99
102
GM
GM
GM
GM
CEO
GM
300GM
GM
2005
2005
GM
2004
GM
GM
301(Entrepreneur)
302300 CEO 2009 6 5
301 2005 was one -year history. It was the year in
cost burden, and our inability to adjust structural costs in line with falling revenue. The challenges we cited in this space a year ago- global overcapacity, falling prices, rising health-care costs, higher fuel prices, global competition- intensified and significantly weakened our business. The result was a loss of $3.4 billion, excluding special items, and a reported loss of $10, 6 billion, on revenues of $192, 6 billion. Obviously, that is unsustainable. Though we are confident that GM has time and sufficient cash to see itself through a turnaround, I want you to know that we are working diligently to get things moving in the right direction quickly
Annual Report, p.2.
103
GM
GM
3
1970
1977
1999
10
COO
1960
1965
5
1964
1969
2
2
104
2
303
Saving the business without losing the company
CFT
304CFT
NRP
3
303 229 304 189
105
4 1
3
4 1
Static Static Dynamic
NRP
106
CFT 33
1995
305GM
1995
306305 43 306 43
107
CFT
man of action
2
1912
2
1926
307 308307 264 265 308 GNP 1960 17% 1995 30% 1985 FDI 2013 12 13
108
seeds
2
1926
GM
GM
GM
110
Becker, M. C., Knudsen, T., & Swedberg, R.:
, Stanford Business Books, Stanford, CA. 2011.
Colin, M
, January, 2002.
Davenport, T. H., & Prusak, L.:
, Harvard Business School Press,
Boston, MA. 1998.
/36(1)/3-10. 2000.
February, 2002.
Hackman, M Z. & Johnson, C E.:
, Waveland
Press, Inc., Illinois. 2004.
Kotter, J P.:
, Harvard Business Review Book. 1999.
Millikin, J.P.:
Nissan.
Vol. 47(1) 121-137, January-February 2005.
Polanyi, M.:
34(4) Oct.1962, 601-616. 1962.
Ratner, S.:
New York, Houghton Mifflin Harcourt. 2010.
Weber, M.:
Translated by T.Parsons.
New York: The Free Press. 1947.
1997
1983
GM
J
2009
GM
PHP
W
2002
(
)
127
2007
1994
GM
winter/No.390
2011
1999
2007
2005
2000
BP
2001
2003
(
1992
(2009)
FOURIN
2012
2012
111
2014
2009
2011
1972
1977
( )
)
1995
J.A.
1998
Entrepreneur,
J.A.
2001
S
2008
21
2011
2010
2003
1999
1981
( ) 2000
BP
( ) 1992
( ) 1995
( ) 2000
( ) 2009
2007
<
2009
2004
2011
F
2001
1983
(2001)
WBS
No.42 65 67
2011
.M. 2003
2009
1992
NTT
1977
Types of Authority (
112
(2004)
GM
S.
2011
2013
2009
GM
General Motors Corporation 2003 Annual Report
file:///C:/Users/Owner/Downloads/GM_2003_AnnualReport%20 (3).pdf
General Motors Corporation 2004 Annual Report
file:///C:/Users/Owner/Downloads/GM_2004_AnnualReport%20 (1).pdf
General Motors Corporation 2005 Annual Report
file:///C:/Users/Owner/Downloads/GM_2005_AnnualReport.pdf
General Motors Corporation 2006 Annual Report
www.slideshare.net/QuarterlyEarningsReports3/gm-2006-annual-report-full-annual-report
General Motors Corporation 2007 Annual Report
file:///C:/Users/Owner/Downloads/GM_2007_AnnualReport.pdf
General Motors Corporation 2010 Annual Report
www.materials.proxvote.com/Approved/37045V/20110408/AR_87685/HTML1/default.htm