| dc.contributor.advisor | 吳文傑 | zh_TW |
| dc.contributor.advisor | Wu, Jack | en_US |
| dc.contributor.author (Authors) | 楊士賢 | zh_TW |
| dc.contributor.author (Authors) | Yang, Shih-Hsien | en_US |
| dc.creator (作者) | 楊士賢 | zh_TW |
| dc.creator (作者) | Yang, Shih-Hsien | en_US |
| dc.date (日期) | 2021 | en_US |
| dc.date.accessioned | 1-Feb-2021 14:05:37 (UTC+8) | - |
| dc.date.available | 1-Feb-2021 14:05:37 (UTC+8) | - |
| dc.date.issued (上傳時間) | 1-Feb-2021 14:05:37 (UTC+8) | - |
| dc.identifier (Other Identifiers) | G0106933023 | en_US |
| dc.identifier.uri (URI) | http://nccur.lib.nccu.edu.tw/handle/140.119/133872 | - |
| dc.description (描述) | 碩士 | zh_TW |
| dc.description (描述) | 國立政治大學 | zh_TW |
| dc.description (描述) | 國際經營管理英語碩士學位學程(IMBA) | zh_TW |
| dc.description (描述) | 106933023 | zh_TW |
| dc.description.abstract (摘要) | 無 | zh_TW |
| dc.description.abstract (摘要) | AbstractThe prospect of global server industry development trend: The status quo and the advantages of Taiwan ODM electronic manufacturingByYang, Shih-HsienThe next generation technology evolution will focus on the computer artificial intelligence and assistant related applications, which is expected to change people’s lives significantly in the near future. Those data analysis and model training for the core technologies, and the services that provided to end customers, run on cloud platform based data center. Therefore, the demands on the data center computing resource are getting higher, which drives the cloud system providers to build more next generation data centers. Thus, the demands on the server equipment raises accordingly. Although there is no well-known server brand from Taiwan, the majority of server shipment world widely are actually manufacturing by Taiwan OMDs. Given the strong growth potential in server industry, now is indeed a good opportunity for those manufacturing-oriented companies in Taiwan to gain more market share, hone the fundamental design capability, and eventually extend or transform the core business to the higher value service. | en_US |
| dc.description.tableofcontents | TABLE OF CONTENTS1. Introduction 12. Revolution of Server Industry 52.1. Server architecture evolution 52.1.1. Dedicated Server 62.1.2. Virtualization 62.1.3. Containerization 62.1.4. Cloud Application 72.1.5. Cloud Based Data Center 82.2. Next generation of cloud computing 92.2.1. Edge computing 102.2.2. Cloud computing / Data Center 122.3. Global market value overview 123. The Server Industry status quo in Taiwan 173.1. Common Business models 173.1.1. Original Equipment Manufacturer (OEM) 183.1.2. Joint Design Manufacture (JDM) 203.1.3. Original Design Manufacture (ODM) 213.1.4. Design Direct Account Service (ODM Direct) 223.1.5. System Integration Service Provider (SP) 243.2. The competitive advantage in Taiwan 263.2.1. Talent 273.2.2. Ecosystem and Value Chain 293.2.3. SWOT analysis 303.3. New Investment in Taiwan 323.3.1. The Data Center 323.3.2. Design Center 344. Statement of the challenges and dilemmas 374.1. Value chain shifted drastically in past few years 374.2. Too much focus on hardware design and manufacturing in Taiwan IT industry 384.2.1. Same type of engineering and marketing people 394.2.2. The vision of the IT development trend is limited 394.3. The opportunity cost for talent to switch career is high 404.4. Brand creation and competition 404.5. US vs China Trade War 424.5.1. Production line migration in global IT industry 424.5.2. Good and bad for the tech companies in US invested in Taiwan 435. For Taiwan ODMs, how to catch the opportunities? 455.1. Policy support and the funding from Government 455.1.1. Integrate the resources with different industries 475.1.2. Encourage companies to move partial production lines back to Taiwan 495.2. Continuously upgrade and develop talent capabilities 505.2.1. Career development program 505.3. Catch the opportunities of 5G or AI trend 516. Conclusion 537. Reference 56 | zh_TW |
| dc.format.extent | 1645874 bytes | - |
| dc.format.mimetype | application/pdf | - |
| dc.source.uri (資料來源) | http://thesis.lib.nccu.edu.tw/record/#G0106933023 | en_US |
| dc.subject (關鍵詞) | 伺服器 | zh_TW |
| dc.subject (關鍵詞) | 數據中心 | zh_TW |
| dc.subject (關鍵詞) | 邊緣運算 | zh_TW |
| dc.subject (關鍵詞) | 直接銷售 | zh_TW |
| dc.subject (關鍵詞) | 電子專業製造服務 | zh_TW |
| dc.subject (關鍵詞) | Server | en_US |
| dc.subject (關鍵詞) | Data Center | en_US |
| dc.subject (關鍵詞) | Edge computing | en_US |
| dc.subject (關鍵詞) | ODM Direct | en_US |
| dc.subject (關鍵詞) | EMS | en_US |
| dc.title (題名) | 展望國際伺服器產業發展: 台灣電子設計代工之優勢與機會 | zh_TW |
| dc.title (題名) | The prospect of global server industry development trend: The advantages and the opportunities of Taiwan ODM electronic manufacturing | en_US |
| dc.type (資料類型) | thesis | en_US |
| dc.relation.reference (參考文獻) | 7. Reference1. The list of semiconductor related companies in Taiwan (Chinese)https://statementdog.com/taiex/19-semiconductor-industry2. The list of computer and the peripheral devices companies in Taiwan (Chinese)https://statementdog.com/taiex/12-computer-and-peripheral-equipment-manufacturing-industry3. Science and Technology Competitiveness Rankingshttps://www.moea.gov.tw/MNS/doit_e/content/Content.aspx?menu_id=209644. Cloud Managed Services Market 2019: Company Profiles, Industry Segments, Global Trends, Landscape and Demand by Forecast to 2023https://redshiftdaily.com/news/cloud-managed-services-market-2019-company-profiles-industry-segments-global-trends-landscape-and-demand-by-forecast-to-2023/01615765. The example of IoT access the Internet for the backend data center and cloud serviceshttps://towardsdatascience.com/4-0-industry-technologies-supply-chain-97c857de14ae6. A brief history of cloud application architecturehttps://www.mdpi.com/2076-3417/8/8/1368/htm7. Traditional Data Center vs. Cloud Data Centerhttps://www.emoneyindeed.com/traditional-data-center-vs-cloud-data-center/8. Cloud vs. Data Centerhttps://www.talend.com/resources/cloud-vs-data-center/9. Data Center Space Grows, Data Center Numbers Decline. Why?https://www.enterpriseai.news/2017/07/17/data-center-space-grows-data-center-numbers-decline/10. How AI in edge computing drives 5G and the IoThttps://semiengineering.com/how-ai-in-edge-computing-drives-5g-and-the-iot/11. Edge computing server for 5G applicationshttps://www.supermicro.com/en/products/5g12. How 5G will affect the structure of data centershttps://www.datacenterdynamics.com/en/analysis/how-5g-will-affect-structure-data-centers/13. Worldwide Server Market Revenue Grew 19.8% Year over Year in the Second Quarter of 2020, According to IDChttps://www.idc.com/getdoc.jsp?containerId=prUS4683812014. What’s Driving Growth in the Global Server Market?https://www.jpmorgan.com/commercial-banking/insights/driving-growth-in-global-server-market15. Cloud Managed Services Market 2019: Company Profiles, Industry Segments, Global Trends, Landscape and Demand by Forecast to 2023https://redshiftdaily.com/news/cloud-managed-services-market-2019-company-profiles-industry-segments-global-trends-landscape-and-demand-by-forecast-to-2023/016157616. 2018~2020 Server motherboard shipment forecasthttps://www.digitimes.com.tw/tech/rpt/rptcat3.asp?cat=CMP&pack=216&CnlID=317. The information of how global server brand companies work with Taiwan ODMshttps://www.digitimes.com.tw/tech/rpt/rpt_show.asp?cnlid=3&cat=&v=20200429-9518. What is Original Equipment Manufacturer [OEM]https://www.thestreet.com/markets/commodities/what-is-original-equipment-manufacturer-oem-1469688219. Dell, HPE, white boxes dominate cloud server markethttps://www.lightreading.com/cloud-native-nfv/dell-hpe-white-boxes-dominate-cloud-server-market/d/d-id/75943820. 教育部大專校院學生人數分析 http://stats.moe.gov.tw/files/brief/%E5%A4%A7%E5%B0%88%E6%A0%A1%E9%99%A2%E5%AD%B8%E7%94%9F%E4%BA%BA%E6%95%B8%E5%88%86%E6%9E%90.pdf21. Why Google Is Investing In Taiwan’s Tech Talenthttps://www.forbes.com/sites/ralphjennings/2020/05/20/why-google-is-investing-in-taiwans-tech-talent/?sh=20041f5d223922. Microsoft to establish its first datacenter region in Taiwan as a part of its “Reimagine Taiwan” initiativehttps://news.microsoft.com/apac/2020/10/27/microsoft-to-establish-its-first-datacenter-region-in-taiwan-as-a-part-of-its-reimagine-taiwan-initiative/23. Gough C., Steiner I., Saunders W. (2015) Data Center Management. In: Energy Efficient Servers. Apress, Berkeley, CA. https://doi.org/10.1007/978-1-4302-6638-9_924. Pan, W., Li, Z., Zhang, Y. et al. The New Hardware Development Trend and the Challenges in Data Management and Analysis. Data Sci. Eng. 3, 263–276 (2018). https://doi.org/10.1007/s41019-018-0072-625. Top 5 Companies, Worldwide Server Vendor Revenue, Market Share, and Growth, Second Quarter of 2020https://www.idc.com/getdoc.jsp?containerId=prUS4683812026. Hewlett Packard Enterprise Gross Profit Margin (Quarterly)https://ycharts.com/companies/HPE/gross_profit_margin27. China–United States trade warhttps://en.wikipedia.org/wiki/China%E2%80%93United_States_trade_war28. Huang, Chen-Wei, Explore high performance server market development strategy for server system developers in 5G era based on industrial and technological trends29. Learn the key differences between 4G vs. 5G networkshttps://searchnetworking.techtarget.com/feature/A-deep-dive-into-the-differences-between-4G-and-5G-networks30. 吃下Google、臉書、亞馬遜、微軟8成訂單，伺服器王國在台灣！https://www.cw.com.tw/article/5102769?template=transformers | zh_TW |
| dc.identifier.doi (DOI) | 10.6814/NCCU202100100 | en_US |
