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題名 台灣資訊產業的經營策略分析 - 以A公司為例
Business Strategy Analysis of Taiwan IT Industry - The Case of A Corporation
作者 胡書賓
Hu, Su Pin
貢獻者 李易諭
胡書賓
Hu, Su Pin
關鍵詞 資訊產業
虛擬實境
擴增實境
人工智慧
動態核心能耐
價值創新
購併
Information industry
Virtual reality
Augmented reality
Artificial intelligence
Dynamic core competence
Value innovation
Mergers and acquisitions
日期 2017
上傳時間 2-Feb-2018 17:19:22 (UTC+8)
摘要 全球資訊產業正步入科技典範移轉的新時代,WinTel主導多年的個人電腦產業逐漸式微,但新一波圍繞著行動運算、雲端運算與高效運算的大趨勢正風起雲湧,幾個代表性領域,包含持續進化的智慧手機、虛擬實境、擴增實境、物聯網、雲端及人工智慧等新科技應用,正全方位的改變人類的生活與工作型態,同時也帶來各種產業新機會。本論文研究台灣資訊產業面臨此外在環境變化下的經營成長策略,藉由探討回顧安索夫成長策略模型、產品生命週期理論、動態核心能耐理論、價值創新、購併及多角化等各面向策略觀點,輔以科技典範蘋果公司的成長策略實例分析,並多方蒐集研究各細分產品的發展趨勢與成長數據預估,對研究個案A公司及台灣資訊產業提出,因應新舊科技典範移轉威脅與機會並存挑戰下的成長策略建議,包含 一. 調整資源重心,縮減PC產品線,聚焦資源於成長性高的電競電腦、超薄筆電、二合一筆電及雲端伺服器等領域,精準產品與市場策略,以掌握PC演化質變過程尚存的成長契機。二. 提升創新格局,從產品創新擴大至服務創新與營運創新,攫取虛擬實境、擴增實境、雲端及人工智慧等新科技與應用發展的大機會。三. 採外部結盟與購併策略作為,積極迎向產業大趨勢,迅速建立跨入虛擬實境、擴增實境、雲端與人工智慧等新科技與應用多角化經營所需的核心能力等幾個方向,並針對這些策略建議的關鍵成功要素加以分析。
The global information industry is entering a new era of technology paradigm shift. The personal computing industry dominated by WinTel has been gradually declining. However, the new generation of megatrends surrounding mobile computing, cloud computing and high performance computing is surging. Several representative fields that include evolving Smartphones, Virtual Reality, Augmented Reality, the Internet of Things, Cloud Computing and Artificial Intelligence are all about changing the way people live and work, simutaneously creating new opportunities for industry. This thesis researches the business growth strategy upon Taiwan`s information industry under the circumstance of environmental change as mentioned above. By reviewing Ansoff`s growth strategy model, product life cycle theory, dynamic core competence theory, value innovation, merger & acquisition, and diversification, supplemented by examples of Apple`s growth strategy, as well as studying the development trend of subdivided products and growth data projections, we propose the growth strategy recommendations for the research case A company and Taiwan`s information industry confronting the threaten and opportunity coexistence brought by the old and new technology paradigm shift. They include : I. Adjust the focus of resources to reduce the PC product line, focusing on resources for the high growth areas of gaming computers, ultra thin NB, 2-in-1 NB and cloud server, making precise product and market strategies, in order to master the growth opportunity of PC evolution. II. Enhance the innovation pattern, expand from product innovation to service innovation and operation innovation, so as to grasp the big opportunity of VR, AR, Cloud and AI. III. Actively adopt strategic alliance, mergers and acquisitions to rapidly establish the required new core competencies of operating the diversification business of VR, AR, Cloud and AI. Furthermore, the key successful factors of these strategies are analyzed.
參考文獻 一、 中文文獻
王廷興 (2005)。創新工程系列講座-創新思維。中華民國工程技術管理協會。
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財團法人資訊工業策進會(資策會)主編(2016)。虛擬暨擴增實境發展趨勢與商機分析 -遊戲互動 -第二章 全球市場發展現況與趨勢。
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Adizes, I. (1989). Corporate Lifecycles : How and Why Corporations Grow and Die and What to Do about It. N.J.: Prentice Hall.
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Ansoff, H. I. (1965). Corporate Strategy. New York: McGraw-Hill.
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Bain, J. S. (1959). Industrial Organization. New York: John Wiley & Sons.
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Bellini, H. & Chen, W. & Sugiyama, M. & Shin, M. & Alam, S. & Takayama, D. (2016). Virtual & Augmented Reality – understanding the race for the next computing platform. Equity Research, January 13, 2016. New York: The Goldman Sachs Group.
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Gaughan, P. A. (1999). Mergers, Acquisitions, and Corporate Restructures. New York: John Wiley & Sons.
Khazanchi, S., Marianne W. L., & Kenneth K. B. (2007). Innovation-Supportive Culture : The Impact of Organizational Values on Process Innovation. Journal of Operations Management, 25(4), 871-884.
Kim, W. C. & Mauborgne, R. (1997). Value Innovation: The Strategic Logic of High Growth. Harvard Business Review, 75, 102-112.
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Merriam, S. B. (1988). Qualitative Research and Case Study Applications in Education. San Francisco, CA: Jossey-Bass Publishers.
Merriam, S. B. (1988). Case Study Research in Education: A Qualitative Approach. San Francisco: Jossey-Bass Publishers.
Osterwalder , A. & Pigneur, Y. (2010). Business Model Generation: A Handbook for Visionaries, Game Changers, and Challengers. New York: John Wiley & Sons.
Porter, M. E. (1980). Competitive Strategy. New York: Free Press.
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Harvard Business Review, 90(3), 79-91.
Restuccia, M., Brentani, U., Legoux, R., & Ouellet, J. F. (2016). Product Life ‐ Cycle Management and Distributor Contribution to New Product Development. Journal of Product Innovation Management, 33(1), 69-89.
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三、 個案公司資料
個案公司,2016年度年報 及2017年第一季法人說明會說明書。

四、 網站資料
2017年資訊系統產業前瞻趨勢分析 (September 1, 2016)
網址:https://mic.iii.org.tw/IndustryObservations_PressRelease02.aspx?sqno=437
2017十大趨勢test3催生IT產業新價值 (February 13, 2017)
網址:https://kknews.cc/tech/398m4po.html

台灣電子產業回顧與展望- 市場產業情報- 工研院中文版 (December 22, 2014)
網址:
https://www.itri.org.tw/chi/Content/NewsLetter/Contents.aspx?SiteID=1&MmmID=5000&MSid=621302513530161363
企業成長 – MBA智庫百科 (April 12, 2016)
網址:http://wiki.tmbalib.com/zh-tw/%E4%BC%81%E4%B8%9A%E6%88%90%E9%95%BF
企業成長策略與擴展方式-Ansoff Matrix (August 20, 2010)
網址:http://futurewen.pixnet.net/blog/post/3895222-%E3%80%907%E3%80%91%E4%BC%81%E6%A5%AD%E6%88%90%E9%95%B7%E7%AD%96%E7%95%A5%E8%88%87%E6%93%B4%E5%B1%95%E6%96%B9%E5%BC%8F%EF%BC%8Dansoff-matrix
安索夫矩陣:如何應用於企業策略與個人職涯 (April 22, 2016)
網址:https://www.pmtone.com/how-ansoff-matrix-is-suitable-for-both-corporate-and-personal/
何謂產品生命週期理論 (November 19, 2013)
網址:http://www.bplan.url.tw/NPDP/top3_1.aspx?d=951bf687-5f29-4ce0-bfa5-933ae5d8e819
企業動態能力理論 (November 29, 2013)
網址:http://wiki.mbalib.com/zh-tw/%E4%BC%81%E4%B8%9A%E5%8A%A8%E6%80%81%E8%83%BD%E5%8A%9B%E7%90%86%E8%AE%BA
哈佛MBA解讀賈伯斯的再造蘋果策略 (March 25, 2013)
網址:http://www.ithome.com.tw/node/79454

價值創新 – MBA智庫百科 (March 24, 2015)
網址:http://wiki.mbalib.com/zh-tw/%E4%BB%B7%E5%80%BC%E5%88%9B%E6%96%B0
關鍵成功要素分析法 – MBA智庫百科 (December 1, 2017)
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蘋果成立40周年:快速了解蘋果發展史 (April 1, 2016)
網址:https://read01.com/mQ62yB.html#.WawD37IjGM8
Ansoff 市場產品矩陣與運用(March 26, 2013)
網址:http://iknow.stpi.narl.org.tw/post/Read.aspx?PostID=7927
IDC預估PC市場:未來出貨量還將持續下跌 (September 5, 2017)
網址:https://kknews.cc/tech/8beqe4e.html
Augmented/Virtual Reality to hit $150 billion disrupting mobile by 2020. Digi-Capital (April, 2015)
Website : https://www.digi-capital.com/news/2015/04/augmentedvirtual-reality-to-hit-150-billion-disrupting-mobile-by-2020/#.WlcVE66WbHY
Global Gaming PC Market to Remain Growth Engine for the PC Market in 2017. MIC (January 06, 2017)
Website:https://mic.iii.org.tw/english/PressRelease_Detail.aspx?sqno=11091
Global Smartphone Installed Base Forecast by 14 Operating Systems for 88 Countries: 2007 to 2022. Strategy Analytics (Jun 27 2017)
Website : https://www.strategyanalytics.com/access-services/devices/mobile-phones/smartphone/smartphones/market-data/report-detail/smartphone-installed-base-by-OS-for-88-Countries-Updated-Two#.WliXWK6WbHY

Not Just Speakers: The Smart-Home Gap Apple’s 55HomePod Can Fill - While late out of the gate, Siri carries a distinct advantage over Alexa. (June 13, 2017)
Website:http://www.twice.com/blog/executive-insight/not-just-speakers-smart-home-gap-apple-s-homepod-can-fill/65256
PC Gaming still on the rise. Nuremberg (August 30, 2017)
Website:http://www.gfk.com/insights/press-release/pc-gaming-still-on-the-rise/
The Race For AI: Google, Baidu, Intel, Apple In A Rush To Grab Artificial Intelligence Startups. CB Insights (July 21, 2017)
Website : https://www.cbinsights.com/research/top-acquirers-ai-startups-ma-timeline/
Worldwide Cognitive Systems and Artificial Intelligence Revenues Forecast to Surge Past $47 Billion in 2020. International Data Corporation (October 26, 2016)
Wetbsite : https://www.idc.com/getdoc.jsp?containerId=prUS41878616
描述 碩士
國立政治大學
經營管理碩士學程(EMBA)
104932004
資料來源 http://thesis.lib.nccu.edu.tw/record/#G0104932004
資料類型 thesis
dc.contributor.advisor 李易諭zh_TW
dc.contributor.author (Authors) 胡書賓zh_TW
dc.contributor.author (Authors) Hu, Su Pinen_US
dc.creator (作者) 胡書賓zh_TW
dc.creator (作者) Hu, Su Pinen_US
dc.date (日期) 2017en_US
dc.date.accessioned 2-Feb-2018 17:19:22 (UTC+8)-
dc.date.available 2-Feb-2018 17:19:22 (UTC+8)-
dc.date.issued (上傳時間) 2-Feb-2018 17:19:22 (UTC+8)-
dc.identifier (Other Identifiers) G0104932004en_US
dc.identifier.uri (URI) http://nccur.lib.nccu.edu.tw/handle/140.119/115790-
dc.description (描述) 碩士zh_TW
dc.description (描述) 國立政治大學zh_TW
dc.description (描述) 經營管理碩士學程(EMBA)zh_TW
dc.description (描述) 104932004zh_TW
dc.description.abstract (摘要) 全球資訊產業正步入科技典範移轉的新時代,WinTel主導多年的個人電腦產業逐漸式微,但新一波圍繞著行動運算、雲端運算與高效運算的大趨勢正風起雲湧,幾個代表性領域,包含持續進化的智慧手機、虛擬實境、擴增實境、物聯網、雲端及人工智慧等新科技應用,正全方位的改變人類的生活與工作型態,同時也帶來各種產業新機會。本論文研究台灣資訊產業面臨此外在環境變化下的經營成長策略,藉由探討回顧安索夫成長策略模型、產品生命週期理論、動態核心能耐理論、價值創新、購併及多角化等各面向策略觀點,輔以科技典範蘋果公司的成長策略實例分析,並多方蒐集研究各細分產品的發展趨勢與成長數據預估,對研究個案A公司及台灣資訊產業提出,因應新舊科技典範移轉威脅與機會並存挑戰下的成長策略建議,包含 一. 調整資源重心,縮減PC產品線,聚焦資源於成長性高的電競電腦、超薄筆電、二合一筆電及雲端伺服器等領域,精準產品與市場策略,以掌握PC演化質變過程尚存的成長契機。二. 提升創新格局,從產品創新擴大至服務創新與營運創新,攫取虛擬實境、擴增實境、雲端及人工智慧等新科技與應用發展的大機會。三. 採外部結盟與購併策略作為,積極迎向產業大趨勢,迅速建立跨入虛擬實境、擴增實境、雲端與人工智慧等新科技與應用多角化經營所需的核心能力等幾個方向,並針對這些策略建議的關鍵成功要素加以分析。zh_TW
dc.description.abstract (摘要) The global information industry is entering a new era of technology paradigm shift. The personal computing industry dominated by WinTel has been gradually declining. However, the new generation of megatrends surrounding mobile computing, cloud computing and high performance computing is surging. Several representative fields that include evolving Smartphones, Virtual Reality, Augmented Reality, the Internet of Things, Cloud Computing and Artificial Intelligence are all about changing the way people live and work, simutaneously creating new opportunities for industry. This thesis researches the business growth strategy upon Taiwan`s information industry under the circumstance of environmental change as mentioned above. By reviewing Ansoff`s growth strategy model, product life cycle theory, dynamic core competence theory, value innovation, merger & acquisition, and diversification, supplemented by examples of Apple`s growth strategy, as well as studying the development trend of subdivided products and growth data projections, we propose the growth strategy recommendations for the research case A company and Taiwan`s information industry confronting the threaten and opportunity coexistence brought by the old and new technology paradigm shift. They include : I. Adjust the focus of resources to reduce the PC product line, focusing on resources for the high growth areas of gaming computers, ultra thin NB, 2-in-1 NB and cloud server, making precise product and market strategies, in order to master the growth opportunity of PC evolution. II. Enhance the innovation pattern, expand from product innovation to service innovation and operation innovation, so as to grasp the big opportunity of VR, AR, Cloud and AI. III. Actively adopt strategic alliance, mergers and acquisitions to rapidly establish the required new core competencies of operating the diversification business of VR, AR, Cloud and AI. Furthermore, the key successful factors of these strategies are analyzed.en_US
dc.description.tableofcontents 第一章 緒論 1
第一節 研究背景與動機 1
第二節 研究問題與目的 5
第三節 研究範圍 5
第四節 研究流程 6
第五節 論文架構 7
第二章 文獻探討與回顧 9
第一節 成長策略探討 9
第二節 成長策略關鍵成功要素分析 30
第三節 成長策略、關鍵成功要素與經營績效之關係探討 37
第四節 商業模式探討 43
第五節 研究方法相關文獻 47
第三章 研究方法與步驟 50
第一節 研究架構 50
第二節 研究方法 52
第三節 訪談設計 53
第四章 IT產業背景、概況與市場分析 55
第一節 IT產業背景、發展與概況 55
第二節 IT產業市場分析 56
第三節 IT產業未來發展機會與競爭趨勢 66
第五章 個案公司分析 – 以A公司為例 74
第一節 A公司成立發展過程與現況簡介 74
第二節 A公司內外部競爭環境分析 83
第三節 A公司面臨的問題與挑戰 87
第四節 A公司未來成長策略建議與關鍵成功要素分析 90
第六章 結論與建議 110
第一節 結論 110
第二節 後續研究方向建議 113
第三節 研究限制 114
參考文獻 115
zh_TW
dc.format.extent 2224067 bytes-
dc.format.mimetype application/pdf-
dc.source.uri (資料來源) http://thesis.lib.nccu.edu.tw/record/#G0104932004en_US
dc.subject (關鍵詞) 資訊產業zh_TW
dc.subject (關鍵詞) 虛擬實境zh_TW
dc.subject (關鍵詞) 擴增實境zh_TW
dc.subject (關鍵詞) 人工智慧zh_TW
dc.subject (關鍵詞) 動態核心能耐zh_TW
dc.subject (關鍵詞) 價值創新zh_TW
dc.subject (關鍵詞) 購併zh_TW
dc.subject (關鍵詞) Information industryen_US
dc.subject (關鍵詞) Virtual realityen_US
dc.subject (關鍵詞) Augmented realityen_US
dc.subject (關鍵詞) Artificial intelligenceen_US
dc.subject (關鍵詞) Dynamic core competenceen_US
dc.subject (關鍵詞) Value innovationen_US
dc.subject (關鍵詞) Mergers and acquisitionsen_US
dc.title (題名) 台灣資訊產業的經營策略分析 - 以A公司為例zh_TW
dc.title (題名) Business Strategy Analysis of Taiwan IT Industry - The Case of A Corporationen_US
dc.type (資料類型) thesisen_US
dc.relation.reference (參考文獻) 一、 中文文獻
王廷興 (2005)。創新工程系列講座-創新思維。中華民國工程技術管理協會。
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李開復、王詠剛(2017)。人工智慧來了。台北市 : 天下文化。
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三、 個案公司資料
個案公司,2016年度年報 及2017年第一季法人說明會說明書。

四、 網站資料
2017年資訊系統產業前瞻趨勢分析 (September 1, 2016)
網址:https://mic.iii.org.tw/IndustryObservations_PressRelease02.aspx?sqno=437
2017十大趨勢test3催生IT產業新價值 (February 13, 2017)
網址:https://kknews.cc/tech/398m4po.html

台灣電子產業回顧與展望- 市場產業情報- 工研院中文版 (December 22, 2014)
網址:
https://www.itri.org.tw/chi/Content/NewsLetter/Contents.aspx?SiteID=1&MmmID=5000&MSid=621302513530161363
企業成長 – MBA智庫百科 (April 12, 2016)
網址:http://wiki.tmbalib.com/zh-tw/%E4%BC%81%E4%B8%9A%E6%88%90%E9%95%BF
企業成長策略與擴展方式-Ansoff Matrix (August 20, 2010)
網址:http://futurewen.pixnet.net/blog/post/3895222-%E3%80%907%E3%80%91%E4%BC%81%E6%A5%AD%E6%88%90%E9%95%B7%E7%AD%96%E7%95%A5%E8%88%87%E6%93%B4%E5%B1%95%E6%96%B9%E5%BC%8F%EF%BC%8Dansoff-matrix
安索夫矩陣:如何應用於企業策略與個人職涯 (April 22, 2016)
網址:https://www.pmtone.com/how-ansoff-matrix-is-suitable-for-both-corporate-and-personal/
何謂產品生命週期理論 (November 19, 2013)
網址:http://www.bplan.url.tw/NPDP/top3_1.aspx?d=951bf687-5f29-4ce0-bfa5-933ae5d8e819
企業動態能力理論 (November 29, 2013)
網址:http://wiki.mbalib.com/zh-tw/%E4%BC%81%E4%B8%9A%E5%8A%A8%E6%80%81%E8%83%BD%E5%8A%9B%E7%90%86%E8%AE%BA
哈佛MBA解讀賈伯斯的再造蘋果策略 (March 25, 2013)
網址:http://www.ithome.com.tw/node/79454

價值創新 – MBA智庫百科 (March 24, 2015)
網址:http://wiki.mbalib.com/zh-tw/%E4%BB%B7%E5%80%BC%E5%88%9B%E6%96%B0
關鍵成功要素分析法 – MBA智庫百科 (December 1, 2017)
網址:http://wiki.mbalib.com/zh-tw/%E5%85%B3%E9%94%AE%E6%88%90%E5%8A%9F%E5%9B%A0%E7%B4%A0%E5%88%86%E6%9E%90%E6%B3%95
蘋果成立40周年:快速了解蘋果發展史 (April 1, 2016)
網址:https://read01.com/mQ62yB.html#.WawD37IjGM8
Ansoff 市場產品矩陣與運用(March 26, 2013)
網址:http://iknow.stpi.narl.org.tw/post/Read.aspx?PostID=7927
IDC預估PC市場:未來出貨量還將持續下跌 (September 5, 2017)
網址:https://kknews.cc/tech/8beqe4e.html
Augmented/Virtual Reality to hit $150 billion disrupting mobile by 2020. Digi-Capital (April, 2015)
Website : https://www.digi-capital.com/news/2015/04/augmentedvirtual-reality-to-hit-150-billion-disrupting-mobile-by-2020/#.WlcVE66WbHY
Global Gaming PC Market to Remain Growth Engine for the PC Market in 2017. MIC (January 06, 2017)
Website:https://mic.iii.org.tw/english/PressRelease_Detail.aspx?sqno=11091
Global Smartphone Installed Base Forecast by 14 Operating Systems for 88 Countries: 2007 to 2022. Strategy Analytics (Jun 27 2017)
Website : https://www.strategyanalytics.com/access-services/devices/mobile-phones/smartphone/smartphones/market-data/report-detail/smartphone-installed-base-by-OS-for-88-Countries-Updated-Two#.WliXWK6WbHY

Not Just Speakers: The Smart-Home Gap Apple’s 55HomePod Can Fill - While late out of the gate, Siri carries a distinct advantage over Alexa. (June 13, 2017)
Website:http://www.twice.com/blog/executive-insight/not-just-speakers-smart-home-gap-apple-s-homepod-can-fill/65256
PC Gaming still on the rise. Nuremberg (August 30, 2017)
Website:http://www.gfk.com/insights/press-release/pc-gaming-still-on-the-rise/
The Race For AI: Google, Baidu, Intel, Apple In A Rush To Grab Artificial Intelligence Startups. CB Insights (July 21, 2017)
Website : https://www.cbinsights.com/research/top-acquirers-ai-startups-ma-timeline/
Worldwide Cognitive Systems and Artificial Intelligence Revenues Forecast to Surge Past $47 Billion in 2020. International Data Corporation (October 26, 2016)
Wetbsite : https://www.idc.com/getdoc.jsp?containerId=prUS41878616
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