| dc.contributor.advisor | 吳文傑 | zh_TW |
| dc.contributor.advisor | Jack Wu | en_US |
| dc.contributor.author (Authors) | 游世瑄 | zh_TW |
| dc.contributor.author (Authors) | Owen Yu | en_US |
| dc.creator (作者) | 游世瑄 | zh_TW |
| dc.creator (作者) | Yu, Owen | en_US |
| dc.date (日期) | 2024 | en_US |
| dc.date.accessioned | 5-Aug-2024 13:46:43 (UTC+8) | - |
| dc.date.available | 5-Aug-2024 13:46:43 (UTC+8) | - |
| dc.date.issued (上傳時間) | 5-Aug-2024 13:46:43 (UTC+8) | - |
| dc.identifier (Other Identifiers) | G0111933027 | en_US |
| dc.identifier.uri (URI) | https://nccur.lib.nccu.edu.tw/handle/140.119/152747 | - |
| 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) | 111933027 | zh_TW |
| dc.description.abstract (摘要) | In recent years, with the flourishing development of artificial intelligence (AI), 5G communication and Edge computing, it has driven engineering upgrades, expanded manufacturing capabilities and creating higher value-added server and data center. Particularly, the widespread adoption of ChatGPT and Generative AI application has spurred cloud service providers (CSPs) to actively develop AI servers and customized chip, providing not only new manufacturing opportunity to Taiwan ODM but also driving the supply chains to develop the most advanced electronic components to achieve the fastest speed specification in the Information Communication Technology (ICT) markets. Taiwan ODMs dominates worldwide server manufacturing and shipment and have been cooperated with of cloud service providers (CSPs) in server industry. Supply chain also plays n significant role in AI server to offer the most advanced solution into AI server such as Nvidia, Samsung, Delta, TE Connectivity, etc.
This study utilizes a qualitative case analysis method to research literature which mainly focus on the eco system of AI servers and the development direction of CSPs and supply chain, delving into discussions on competitive strategies. The research includes macroeconomic PEST analysis, five force analysis and competitive strategy to examine the competitive strategy of AI server’s supply chain to grow with AI server trend. | zh_TW |
| dc.description.abstract (摘要) | In recent years, with the flourishing development of artificial intelligence (AI), 5G communication and Edge computing, it has driven engineering upgrades, expanded manufacturing capabilities and creating higher value-added server and data center. Particularly, the widespread adoption of ChatGPT and Generative AI application has spurred cloud service providers (CSPs) to actively develop AI servers and customized chip, providing not only new manufacturing opportunity to Taiwan ODM but also driving the supply chains to develop the most advanced electronic components to achieve the fastest speed specification in the Information Communication Technology (ICT) markets. Taiwan ODMs dominates worldwide server manufacturing and shipment and have been cooperated with of cloud service providers (CSPs) in server industry. Supply chain also plays n significant role in AI server to offer the most advanced solution into AI server such as Nvidia, Samsung, Delta, TE Connectivity, etc.
This study utilizes a qualitative case analysis method to research literature which mainly focus on the eco system of AI servers and the development direction of CSPs and supply chain, delving into discussions on competitive strategies. The research includes macroeconomic PEST analysis, five force analysis and competitive strategy to examine the competitive strategy of AI server’s supply chain to grow with AI server trend. | en_US |
| dc.description.tableofcontents | 1. Introduction 1
1.1. Research background and motivation 1
1.2. Research focus and question 2
1.3. Research Process 3
2. AI Server Industry Overview 5
2.1. Architecture evolution 5
2.1.1. Nvidia GPU evolution 8
2.1.2. Nvidia CPU+GPU architecture 9
2.2. AI Application 11
2.3. Global AI server market outlook 13
2.4. Ecosystem and Manufacturer working model 16
2.4.1. Taiwan manufacturing company 16
2.4.2. End customers of AI Server 19
2.4.3. AI Server manufacturing business model 20
2.5. AI server’s key component supply chain 21
2.5.1. Hardware development 22
2.5.2. Mechanical development 25
2.5.3. ASIC and customize chip 26
3. Strategy analysis of Supply Chain macro market 29
3.1. PEST Analysis 29
3.2. Porter five forces analysis 39
4. The Competitive Strategy of Supply Chain in AI server 48
4.1. Niche Differentiation 48
4.2. Cost Leadership 51
5. Discussion 53
6. Conclusion 56
7. Reference 59 | zh_TW |
| dc.format.extent | 2057826 bytes | - |
| dc.format.mimetype | application/pdf | - |
| dc.source.uri (資料來源) | http://thesis.lib.nccu.edu.tw/record/#G0111933027 | en_US |
| dc.subject (關鍵詞) | AI伺服器 | zh_TW |
| dc.subject (關鍵詞) | 電子零件 | zh_TW |
| dc.subject (關鍵詞) | 供應鏈 | zh_TW |
| dc.subject (關鍵詞) | 雲端服務供應商 | zh_TW |
| dc.subject (關鍵詞) | 競爭策略 | zh_TW |
| dc.subject (關鍵詞) | Competitive Strategy | en_US |
| dc.subject (關鍵詞) | AI Server | en_US |
| dc.subject (關鍵詞) | Electronic components | en_US |
| dc.subject (關鍵詞) | Supply chain | en_US |
| dc.subject (關鍵詞) | Cloud Service Provider | en_US |
| dc.title (題名) | AI伺服器市場的供應鏈競爭策略研究 | zh_TW |
| dc.title (題名) | A Study of Supply Chain’s Competitive Strategy in AI Server Market | en_US |
| dc.type (資料類型) | thesis | en_US |
| dc.relation.reference (參考文獻) | [1] Charles W. L. Hill, Melissa A. Schilling, Gareth R. Jones (2017)。策略管理
[2] Chris Miller (2023) 。晶片戰爭：矽時代的新賽局，解析地緣政治下全球最關鍵科技的創新、商業模式與台灣的未來
[3] 陳牧蜂 (2024)。MIC。AI資料中心市場發產與關鍵議題
[4] 陳牧蜂 (2024)。MIC。2023年伺服器產業發展現況暨關鍵議題
[5] 蕭聖倫 (2024)。DIGITIMES。2023~2028年全球伺服器出貨CAGR估6%
[6] 蕭聖倫 (2024)。生成式AI發展將快速推升雲端推論需求
[7] 商業周刊 (2024)。AI隱形冠軍在台灣。第1875期
[8] 商業周刊 (2024)。黃仁勳AI台灣隊出列。第1908期
[9] 陳郁欣 (2019)。中美貿易戰爭對台灣進出口的影響 : 以電子零組件為例
[10] NVIDIA AI Summit (https://www.nvidia.com/gtc/keynote )
[11] AI Supply Chain Tracker, Morgan Stanley 2024March
[12] Datacenter Market Insights-ODM Direct, Morgan Stanley 2024March
[13] Asia Server, PC, and Smartphone global market research, NOMURA 2024March
[14] Server Manufacturing Levels Defined, 2017.
[15] U.S. curbs export of more AI chips, including Nvidia H800, to China
[16] Nvidia GB200 Archiecture.
[17] Nvidia GB200 NVL72
[18] Data Center’s power conversion
[19] High-End AI Server Demand from North America’s Top Four CSPs Expected to Exceed 60% in 2024, Says TrendForce
[20] U.S. curbs export of more AI chips, including Nvidia H800, to China
[21] Gen AI, HPC to fuel HBM market growth.
[22] INSTITUTE FOR STRATEGY & COMPETITIVENESS
[23] PESTEL Analysis theory
[24] 2024 Taiwan ICT market trend analysis
[25] Taiwan New Southbound Policy | zh_TW |
