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題名 鋰電池模組廠跨足AI伺服器備援電池模組市場的競爭策略分析:以S公司為例
Competitive Strategies for Lithium Battery Module Manufacturers entering AI Server Backup Battery Unit Market : Case Study of Company S
作者 蔡依紜
Tsai, I-Yun
貢獻者 黃國峯<br>傅浚映
Huang, Kuo-Feng<br>Fu, Chun-Ying
蔡依紜
Tsai, I-Yun
關鍵詞 BBU
AI伺服器
鋰電池模組
競爭策略
BBU
AI server
lithium battery module
competitive strategy
日期 2025
上傳時間 3-Mar-2025 14:00:37 (UTC+8)
摘要 本研究欲探討台灣鋰電池模組廠商跨足AI伺服器備用電池模組市場的可行性,以S公司為案例進行深入分析。在全球AI技術快速發展和數據中心需求激增的背景下,BBU (Battery Backup Unit) 市場呈現快速增長趨勢,為台灣電池模組廠商帶來新的發展機遇。 本研究採用質性研究方法,結合深度訪談和次級資料分析,運用PEST分析、五力分析、關鍵成功因素分析等工具,全面評估BBU市場的現況和S公司的競爭優勢。 研究結果顯示,S公司在BBU市場具有顯著的競爭優勢,包括強大的技術實力、優秀的產品性能和可靠性、敏銳的市場洞察力以及全球化的供應鏈布局。然而,S公司也面臨著來自現有競爭者的威脅和上游供應商的高議價能力等挑戰。 基於研究發現,本文提出了一系列策略建議,包括加強技術創新、優化全球供應鏈佈局、提升產品客製化能力、加強與關鍵供應商的戰略合作等,希望這些建議可幫助正在BBU市場中的企業們保持並強化其競爭優勢。
This study aims to explore the feasibility of Taiwanese lithium battery module manufacturers entering the AI server market, with a deep analysis of Company S as a case study. Against the backdrop of rapidly developing global AI technology and surging data center demand, the BBU (Battery Backup Unit) market is showing a rapid growth trend, bringing new development opportunities for Taiwanese battery module manufacturers. This research adopts qualitative research methods, combining in-depth interviews and secondary data analysis, utilizing tools such as PEST analysis, Five Forces analysis, and key success factors analysis to comprehensively evaluate the current situation of the BBU market and Company S's competitive advantages. The research results show that Company S has significant competitive advantages in the BBU market, including strong technical capabilities, excellent product performance and reliability, keen market insight, and a globalized supply chain layout. However, Company S also faces challenges such as threats from existing competitors and high bargaining power from upstream suppliers. Based on the research findings, this paper proposes a series of strategic recommendations intended to help companies in the BBU market maintain and strengthen their competitive advantages.
參考文獻 中文文獻 1. 天下雜誌 (2024). 台灣AI供應鏈包括哪些公司?3張表看懂 取自:https://www.cw.com.tw/article/5125456 2. EDN Taiwan (2024). 實現不斷電智慧備用電池(I):電氣和機械設計 取自:https://www.edntaiwan.com/20240904ta71-smart-battery-backup-for-uninterrupted-energy-part-1-electrical-and-mechanical-design/ 3. Chroma (2023). 後疫情時代的遠距商機 - 伺服器BBU的崛起 取自:https://www.chromaate.com/tw/newsroom/news357 4. 李明軒、邱如美(譯)(1999). 競爭優勢(原作者:Michael E. Porter),台北市:天下文化出版社(原著出版年:1985) 5. 公開資料觀測站 (無日期). 台灣證券交易所 取自:https://mops.twse.com.tw/mops/web/index 6.工具機與零組件雜誌 (2023). 鋰電池市場趨勢與台灣機會 取自:https://www.maonline.com.tw/article_inside.php?i=798 7.產業價值鏈資訊平台 (無日期). 能源元件產業鏈簡介 取自:https://ic.tpex.org.tw/introduce.php?ic=E000 8.財報狗 (無日期). 電池 (能源元件)產業 取自:https://statementdog.com/taiex/23-battery-industry 9. 中華經濟研究院(2024)第三季預測報告 取自:https://www.cier.edu.tw/ 英文文獻 1. Ho, J.K.K. (2014). Formulation of a Systemic PEST Analysis for Strategic Analysis. European Academic Research, 2(5), 6478-6492. 2. Bruijl, G. H. T. (2018). The relevance of Porter's five forces in today's innovative and changing business environment. SSRN Electronic Journal. 3. Bullen, C. V., & Rockart, J. F. (1981). A primer on critical success factors. Center for Information Systems Research, Sloan School of Management, Massachusetts Institute of Technology. 4. Hofer, C. W., & Schendel, D. (1978). Strategy formulation: Analytical concepts. West Publishing. 5. Creswell, J. W. (2013). Qualitative Inquiry and Research Design: Choosing Among Five Approaches (3rd ed.). Sage Publications. 6. Hassan, N. F., Salman, A. J., & Hawas, A. T. (2022). The Blue Ocean Strategy And Its Role In Achieving Competitive Advantage. Journal of Positive School Psychology, 6(6), 1488-1503. 7. Global Market Insights (2024). Data Center Battery Market from: https://www.gminsights.com/industry-analysis/data-center-battery-market 8. Market Research Future(2024). GLOBAL BACKUP POWER MARKET RESEARCH REPORT 9. Volta Foundation(2023). 2023 Battery Report 10. United States Trade Representative (USTR) (n.d.) Retrieved from: https://ustr.gov/ 11. International Monetary Fund (IMF). (2024). World Economic Outlook Report 12. Bloomberg New Energy Finance (BNEF). (2024). Annual Battery Report
描述 碩士
國立政治大學
企業管理研究所(MBA學位學程)
112363050
資料來源 http://thesis.lib.nccu.edu.tw/record/#G0112363050
資料類型 thesis
dc.contributor.advisor 黃國峯<br>傅浚映zh_TW
dc.contributor.advisor Huang, Kuo-Feng<br>Fu, Chun-Yingen_US
dc.contributor.author (Authors) 蔡依紜zh_TW
dc.contributor.author (Authors) Tsai, I-Yunen_US
dc.creator (作者) 蔡依紜zh_TW
dc.creator (作者) Tsai, I-Yunen_US
dc.date (日期) 2025en_US
dc.date.accessioned 3-Mar-2025 14:00:37 (UTC+8)-
dc.date.available 3-Mar-2025 14:00:37 (UTC+8)-
dc.date.issued (上傳時間) 3-Mar-2025 14:00:37 (UTC+8)-
dc.identifier (Other Identifiers) G0112363050en_US
dc.identifier.uri (URI) https://nccur.lib.nccu.edu.tw/handle/140.119/155964-
dc.description (描述) 碩士zh_TW
dc.description (描述) 國立政治大學zh_TW
dc.description (描述) 企業管理研究所(MBA學位學程)zh_TW
dc.description (描述) 112363050zh_TW
dc.description.abstract (摘要) 本研究欲探討台灣鋰電池模組廠商跨足AI伺服器備用電池模組市場的可行性,以S公司為案例進行深入分析。在全球AI技術快速發展和數據中心需求激增的背景下,BBU (Battery Backup Unit) 市場呈現快速增長趨勢,為台灣電池模組廠商帶來新的發展機遇。 本研究採用質性研究方法,結合深度訪談和次級資料分析,運用PEST分析、五力分析、關鍵成功因素分析等工具,全面評估BBU市場的現況和S公司的競爭優勢。 研究結果顯示,S公司在BBU市場具有顯著的競爭優勢,包括強大的技術實力、優秀的產品性能和可靠性、敏銳的市場洞察力以及全球化的供應鏈布局。然而,S公司也面臨著來自現有競爭者的威脅和上游供應商的高議價能力等挑戰。 基於研究發現,本文提出了一系列策略建議,包括加強技術創新、優化全球供應鏈佈局、提升產品客製化能力、加強與關鍵供應商的戰略合作等,希望這些建議可幫助正在BBU市場中的企業們保持並強化其競爭優勢。zh_TW
dc.description.abstract (摘要) This study aims to explore the feasibility of Taiwanese lithium battery module manufacturers entering the AI server market, with a deep analysis of Company S as a case study. Against the backdrop of rapidly developing global AI technology and surging data center demand, the BBU (Battery Backup Unit) market is showing a rapid growth trend, bringing new development opportunities for Taiwanese battery module manufacturers. This research adopts qualitative research methods, combining in-depth interviews and secondary data analysis, utilizing tools such as PEST analysis, Five Forces analysis, and key success factors analysis to comprehensively evaluate the current situation of the BBU market and Company S's competitive advantages. The research results show that Company S has significant competitive advantages in the BBU market, including strong technical capabilities, excellent product performance and reliability, keen market insight, and a globalized supply chain layout. However, Company S also faces challenges such as threats from existing competitors and high bargaining power from upstream suppliers. Based on the research findings, this paper proposes a series of strategic recommendations intended to help companies in the BBU market maintain and strengthen their competitive advantages.en_US
dc.description.tableofcontents 謝辭 ⅰ 中文摘要 ⅱ 英文摘要 ⅲ 目次 ⅳ 表次 ⅵ 圖次 ⅶ 第一章 緒論 1 第一節 研究背景與動機 1 第二節 研究問題與研究目的 2 第三節 研究範圍與步驟 3 第二章 文獻探討 5 第一節 PEST分析 5 第二節 五力分析 8 第三節 關鍵成功因素分析 11 第三章 研究方法 13 第一節 研究方法 13 第二節 研究設計 13 第四章 個案分析 15 第一節 BBU產業現況 15 第二節 BBU功能簡介 16 第三節 BBU供應鏈簡介 18 第四節 BBU市場PEST分析 21 第五節 個案公司簡介 23 第六節 訪談內容整理 27 第五章 研究分析與討論 30 第一節 BBU產業五力分析 30 第二節 市場關鍵成功因素分析 35 第三節 S公司競爭優勢分析 37 第四節 對S公司的建議 39 第六章 結論與建議 41 第一節 結論 41 第二節 建議 43 第三節 研究限制 44 參考文獻 45 中文文獻 45 英文文獻 47 附錄 49zh_TW
dc.format.extent 2008519 bytes-
dc.format.mimetype application/pdf-
dc.source.uri (資料來源) http://thesis.lib.nccu.edu.tw/record/#G0112363050en_US
dc.subject (關鍵詞) BBUzh_TW
dc.subject (關鍵詞) AI伺服器zh_TW
dc.subject (關鍵詞) 鋰電池模組zh_TW
dc.subject (關鍵詞) 競爭策略zh_TW
dc.subject (關鍵詞) BBUen_US
dc.subject (關鍵詞) AI serveren_US
dc.subject (關鍵詞) lithium battery moduleen_US
dc.subject (關鍵詞) competitive strategyen_US
dc.title (題名) 鋰電池模組廠跨足AI伺服器備援電池模組市場的競爭策略分析:以S公司為例zh_TW
dc.title (題名) Competitive Strategies for Lithium Battery Module Manufacturers entering AI Server Backup Battery Unit Market : Case Study of Company Sen_US
dc.type (資料類型) thesisen_US
dc.relation.reference (參考文獻) 中文文獻 1. 天下雜誌 (2024). 台灣AI供應鏈包括哪些公司?3張表看懂 取自:https://www.cw.com.tw/article/5125456 2. EDN Taiwan (2024). 實現不斷電智慧備用電池(I):電氣和機械設計 取自:https://www.edntaiwan.com/20240904ta71-smart-battery-backup-for-uninterrupted-energy-part-1-electrical-and-mechanical-design/ 3. Chroma (2023). 後疫情時代的遠距商機 - 伺服器BBU的崛起 取自:https://www.chromaate.com/tw/newsroom/news357 4. 李明軒、邱如美(譯)(1999). 競爭優勢(原作者:Michael E. Porter),台北市:天下文化出版社(原著出版年:1985) 5. 公開資料觀測站 (無日期). 台灣證券交易所 取自:https://mops.twse.com.tw/mops/web/index 6.工具機與零組件雜誌 (2023). 鋰電池市場趨勢與台灣機會 取自:https://www.maonline.com.tw/article_inside.php?i=798 7.產業價值鏈資訊平台 (無日期). 能源元件產業鏈簡介 取自:https://ic.tpex.org.tw/introduce.php?ic=E000 8.財報狗 (無日期). 電池 (能源元件)產業 取自:https://statementdog.com/taiex/23-battery-industry 9. 中華經濟研究院(2024)第三季預測報告 取自:https://www.cier.edu.tw/ 英文文獻 1. Ho, J.K.K. (2014). Formulation of a Systemic PEST Analysis for Strategic Analysis. European Academic Research, 2(5), 6478-6492. 2. Bruijl, G. H. T. (2018). The relevance of Porter's five forces in today's innovative and changing business environment. SSRN Electronic Journal. 3. Bullen, C. V., & Rockart, J. F. (1981). A primer on critical success factors. Center for Information Systems Research, Sloan School of Management, Massachusetts Institute of Technology. 4. Hofer, C. W., & Schendel, D. (1978). Strategy formulation: Analytical concepts. West Publishing. 5. Creswell, J. W. (2013). Qualitative Inquiry and Research Design: Choosing Among Five Approaches (3rd ed.). Sage Publications. 6. Hassan, N. F., Salman, A. J., & Hawas, A. T. (2022). The Blue Ocean Strategy And Its Role In Achieving Competitive Advantage. Journal of Positive School Psychology, 6(6), 1488-1503. 7. Global Market Insights (2024). Data Center Battery Market from: https://www.gminsights.com/industry-analysis/data-center-battery-market 8. Market Research Future(2024). GLOBAL BACKUP POWER MARKET RESEARCH REPORT 9. Volta Foundation(2023). 2023 Battery Report 10. United States Trade Representative (USTR) (n.d.) Retrieved from: https://ustr.gov/ 11. International Monetary Fund (IMF). (2024). World Economic Outlook Report 12. Bloomberg New Energy Finance (BNEF). (2024). Annual Battery Reportzh_TW