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台灣伺服器代工產業價值鏈的破壞與重組 / Research on Destruction and Reconstruction of the Value Chain of Taiwan Server OEM/ODM Industry

台灣伺服器代工產業位居全球第一的地位,長久以來都以服務歐美大廠的硬體品牌商為使命,已經身處在成熟期的產業發展階段。由於主機板規格日益標準化,加上目前台灣前五大ODM/OEM業者全部都主攻於代工製造中低階的x86架構伺服器,所以造成此市場區隔競爭激烈,毛利率逐年下降。

近年來「雲端運算」與「虛擬化技術」興起,替整個產業帶來破壞式創新的商機,不僅出現新的使用者族群(雲端資料中心)、產生較低階規格產品(雲端伺服器)的開發需求,不高度強調品牌忠誠度的雲端資料中心也讓整個產業的進入障礙得以降低。於是台灣伺服器代工產業價值鏈開始面臨破壞與重組。台灣伺服器代工業者與硬體品牌大廠、雲端資料中心業者或大型網路平台業者,以及其它中小型資料中心業者之間多重的動態競爭、合作或互補關係,來歸納出伺服器製造產業鏈逐漸形成的新網絡架構、代工廠商選擇轉型的策略意涵,並實際提出給伺服器代工業者的具體建議。 / Taiwan server OEM/ODM industry, in maturity stage of industry life cycle, has taken orders from European and American hardware brands for a long time and been ranked number one in the global market. Because the motherboard specifications are standardized increasingly and the top five ODM/OEM manufacturers all focus on the same mid to low-end x86-based servers, this market segment has faced fierce competition and low profit margin year by year.

In recent years, cloud computing and virtualization technology bring destructive innovation and new business opportunities to the entire server OEM/ODM industry. This development not only created a new group of users (Cloud Data Center) and a new demand of lower-order need products (Cloud Server), but also reduced the entry barrier of unknown brands. As a result, Taiwan server OEM/ODM industry faced destruction and reconstruction of its value chain.

By describing the mutual relationship between Taiwan server OEM/ODM vendors, i.e., European and American hardware brands, giant cloud data centers, and small to mid-sized cloud data centers, the research summarizes a new network architecture of the entire server industry. This research also provides strategic suggestions to potential owned-brand companies. At the end, the research proposed several specific recommendations to the Taiwan server OEM/ODM vendors.

Identiferoai:union.ndltd.org:CHENGCHI/G0993800022
Creators陳儀錚, Chen, Yi Cheng
Publisher國立政治大學
Source SetsNational Chengchi University Libraries
Language中文
Detected LanguageEnglish
Typetext
RightsCopyright © nccu library on behalf of the copyright holders

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