英特爾於數位電子看板策略之分析 / Digital Signage has gradually replaced traditional static signage and is becoming a popular way to draw customers’ attention and to deliver the advertisement content more efficiently. There are many benefits of digital signage over traditional static signage. The most important three benefits are: more vivid and attractive advertisement content can be delivered to customers, advertisement content can be changed or updated more economically and efficiently through networks, and digital signage can be easily integrated with other applications, such as Kiosk, Point of Sales (POS), ATM machine…etc. According to various market reports, the ROI of digital signage is in the range of 1 to 10 times over traditional static signage. US digital signage market alone grew one third in 2009 as indicated by ABIresearch. A digital signage platform would at least consist of a LCD panel and a media player where the advertisement content might be stored locally in the media player or streamed in a real-time manner from a content server located in a network or internet to the media player. The market leaders in digital signage segment used to be panel makers such as NEC Display, Sony, LG Electronics, Samsung, Panasonic, Sharp, AUO, Chimei…etc. However, the rapid growth of the worldwide digital signage market has attracted the attention of Information Technology (IT)-oriented companies such as Cisco, Hewlett Packard, DELL and industry PC (IPC) board or system markers to provide their products as the media players based on platforms provided by Intel, AMD, or other microprocessors manufacturers. This case study would like to look into why Intel is interested in this industry and what its strategy is. In addition, SWOT analysis will be conducted and suggestions will be given to help Intel expand its market share in this vertical.

隨著資訊產業的發展和人們對即時訊息的需求，數位電子看板以多元化的面貌，逐漸取代了傳統的媒體，出現在我們生活的周遭。 根據知名研究機構iSuppli的報導，數位電子看板每年將有百分之三十以上的成長。這樣一個高成長的產業已吸引了包括日本、韓國等國際競爭者的目光，臺灣業者須要嚴肅地思考當如何面對此一挑戰。 本研究先行探討現有文獻和產業現況，後以波特的五種競爭力來分析數位電子看板產業，再敘述創新的營運模式和它如何創造價值。最後則是檢驗這個營運模式下的價值主張。 研究結論是加入服務創新元素的商業模式是能夠創造一個新的市場，整合供應鏈、發揮互補的功能，產生多項且持續的獲利來源，整合者的定位為價值創造者和價值支配者，並以一次購買(One Stop Shop)、創新服務、客製化為其競爭策略。 關鍵字： 數位電子看板，營運模式 / With the development of ICT (Information and Communication Technology) industry and the demand of instant information from consumer, Digital Signage, with multi-function feature, has replaced the traditional media and appeared in our daily life gradually. According to the report from iSuppli, the potential growth for digital signage will be more than 30% every year. This high growing industry has drawn the attention of all international competitors including Japan, Korea etc. Taiwan manufacturers need to consider how we are going to face this challenge. This study started with the review of existing literature and current industry status，followed by the industry analysis by Five Forces of Competition from M. Porter. It continued with the statement of an innovative business model and how the value is created. Lastly, we checked the value proposition of this business model. The conclusions of this study include, with added value of technical service, the mentioned business model is able to create a new market；integrating supply chain is able to create complementary and long term profit in different methods。 One stop shop, innovative service and customization will be its competitive strategies. Keywords: Digital Signage, Business Model

數位看板(Digital Signage)被稱為第五大媒體，與平面報導、電台、電視和網際網路並列之，本產業發展需要跨領域整合數位科技與廣告媒體，全球各調查報告也都一致看好數位看板產業的未來性。然而，回顧數位電子看板研究，大多針對技術創新進行討論，鮮少針對數位電子看板相關營運事業模式創新進行探討。本研究係以台灣兩家具代表性的數位看板媒體營運商為個案研究對象。研究成果，一方便可以提供兩家個案業者做為未來發展改進的參考，另一方面，可做為其他業者的創新模範。 本研究以A、B兩公司為研究對象，深入訪談且直接觀察分析與評估數位電子看板媒體營運商的事業模式創新。從創新機會與因素的環境變項、個人變項與組織變項，嘗試針對Hamel(2000)提出之事業模式架構進行分析，瞭解創新機會與因素對事業模式在核心策略、策略性資源、客戶介面與價值網絡之影響。歸納整理兩者其因果關係並找出兩家業者經營模式創新的異同之處。本個案之研究問題 : 一、瞭解數位電子看板媒體營運商創新機會與因素為何。 二、瞭解創新機會與因素對事業模式創新的影響，兩者關係為何。 個案研究顯示，因產業與市場結構的改變，數位電子看板技術的進步，提供個案中經營者創新的機會，創業成立具備多媒體與互動效果的數位電子媒體，取代傳統戶外平面看板。數位電子看板媒體可以電子系統化管理，因此能在更多的特定場域、播放給特定的人看，成為精準媒體。另外，組織領導者若擁有創新者精神及媒體營運專長，亦將有助於差異化基礎的建立，創新產品與市場擴展。