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研究生: 林志慶
Lin, Chih-Ching
論文名稱: 以動態能力觀點探討專業電子代工廠商在雲端伺服器的技術策略-以H公司為例
Exploring an EMS Company's Technology Strategy for Cloud Server from Dynamic Capability Perspective - An Example of the H Company
指導教授: 朱詣尹
Chu, Yee-Yeen
口試委員: 陳光辰
Chen Kuang-Chen
劉子歆
Liu, T.-H.,
學位類別: 碩士
Master
系所名稱: 工學院 - 工業工程與工程管理學系碩士在職專班
Industrial Engineering and Engineering Management
論文出版年: 2014
畢業學年度: 102
語文別: 中文
論文頁數: 94
中文關鍵詞: 動態能力技術策略商業模式雲端運算專業電子代工廠
外文關鍵詞: Dynamic Capability, Technology Strategy, Business Model, Cloud Computing, Electronics Manufacturing Service
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  • 隨著全球各類型新創網路與雲端服務的興起,資料中心高彈性、低成本與高效率的需求趨勢,大幅改變資料中心建置的型態,也因為雲端產業生態的改變帶來新興營運模式。
      本研究主要以專業電子代工廠商- H公司為研究對象,探討其在雲端伺服器成長轉變的技術策略,從OEM/ODM代工一路轉型至IDM提供客戶整體資料中心軟硬體整合方案,從而解析其動態能力的演化過程與未來發展。
    本研究結果顯示,個案公司利用本身的機光電垂直整合經營模式,吸收技術來源並促進組織變革與發展,藉由能力-策略-經驗的動態學習觀點,建構核心能力提昇與技術策略的關聯性,產生持續性的技術、產品與服務創新。本研究提出動態能力影響技術策略制定和發展的獨特性軌跡;可歸納為階段性追趕、利基性定位、策略結盟及下游往上游演化,達成以低成本與全球運籌優勢,重整集團資源,累積核心技術,進而發展創新思維的技術策略;造就個案公司得以從硬體平台供應商轉型科技服務為主的商業模式,保持多利基市場上持續性的競爭優勢。


    With various types of Internet startups and the rise of cloud services, the data
    center’s high flexibility and low cost and high efficiency of demand trends having substantially changed the pattern of data centers; these also cause the cloud industry ecosystem changes to bring in new business model.

    From a dynamic capability perspective, this study chooses an EMS H company as an example to explore the technology strategy changes in the growth for cloud server, from OEM/ODM to IDM, which provides hardware and software integration solutions for customers’ overall data center, and thereby analyzes the evolution of its dynamic capabilities and future development.

    The result of this study shows that the case company uses its unique business model (E-enabled Components, modules, moves &services) to absorb technology sources and facilitate organization change and development, with perspective of dynamic learning in capability-strategy-experience to construct
    core capabilities and to enhance the relevant of technology strategy, in order to
    generate sustaining technology, product and service innovation. This study presents the unique loci of how dynamic capability influences the formulation of technology strategy and specific development tracks; summarized in chasing stage, niche positioning, strategic alliances and downstream to upstream evolution; These are to accomplish low cost and global logistics advantages, re-group resources, accumulate core technology and then develop the technology strategy of innovative thinking. The case company evolves a technology service-based business model from a hardware platform vendor and sustains competitive advantage on multiple niche markets.

    摘要 I 致謝詞 III 目錄 IV 表目錄 VI 圖目錄 VII 第一章 緒論 1 1.1研究背景 1 1.2研究動機 2 1.3研究議題與目的 2 1.4研究範圍 4 1.5論文架構 4 第二章 文獻探討 5 2.1動態能力 5 2.2技術策略 6 2.3商業模式 9 2.4雲端運算 11 2.5專業電子代工廠(EMS) 15 第三章 研究方法與架構 17 3.1研究策略 17 3.2研究方法 17 3.3資料蒐集與分析 18 3.4研究架構 20 3.5研究流程 21 第四章 個案分析 .23 4.1 個案公司介紹 23 4.2 動態能力發展過程 27 4.3 伺服器技術能力演化 32 4.4 動態能力與技術策略選擇的關係 36 4.5 專案經驗之技術創新 43 4.6 專案經驗之產品創新 46 4.7 專案經驗之雲端服務與商業模式創新 50 4.8 硬體廠商發展策略與技術策略之未來發展方向 51 4.9 綜合分析與討論 56 4.9.1動態能力演化影響技術策略與商業模式 56 4.9.2雲端伺服器動態能力影響技術策略之發展軌跡 59 4.9.3影響雲端伺服器技術策略之決策因素 62 4.9.4個案分析小結 66 4.9.5研究貢獻 67 第五章 結論與後續研究 69 5.1結論 69 5.2雲端策略建議 70 5.3後續研究 71 參考文獻 72 附錄一 動態能力定義之彙整 77 附錄二 商業模式的定義 78 附錄三 技術成熟度曲線 79 附錄四 雲端運算定義、演進過程、整體架構與生態系統 80 附錄五 雲端運算科技大廠雲端服務與目標市場 86 附錄六 個案公司的歷史沿革 88 附錄七 個案公司動態能力發展過程 90 附錄八 個案公司Intel和ARM的專案合作模式差異性 94

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