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題名 智慧型手機廠商進入平板電腦產業的策略分析
Tablet industry entry strategies for smart phone makers
作者 曹英堃
貢獻者 郭炳伸
Kuo, Biing Shen
曹英堃
關鍵詞 平版電腦
智慧型手機
iPad
Tablet
Smart Phone
iPad
日期 2010
上傳時間 17-Apr-2012 09:12:31 (UTC+8)
摘要 自iPad於2010年發表了以來、創造了一個介於智慧型手機與上網型小筆記型電腦的之間的平板電腦產品。這樣的新產品與新市場,對於智慧型手機與個人筆記型電腦廠商似乎是一個新的藍海。吸引兩方面的原有廠商宣布相繼投入。本文以波特的五力分析模型對此產業結構進行分析,解構平板電腦產業中廠商與上游的軟體與硬體商、下游的電信運營商與消費者、競爭的個人電腦廠商與幾種替代性新興電子產品等五種產業影響力量的討論。
由於此產品的硬體結構與產業結構都與智慧型手機產業有很大的相似性。依據現有的智慧型手機領導廠商的現況,分別依照波特的成本領導、差異化與聚焦策略,討論Samsung、HTC、Motorola的可能策略。歸納發現, HTC, Motorola與Samsung可以運用差異化策略拉近與蘋果成本領導策略的差距。Samsung還可以運用成本領導策略與蘋果競爭。
The birth of Apple iPad gives rise to not only a product segment between Smart Phone and Netbook PC, but also the tablet industry. The tablet industry attracts both smart phone makers and PC companies for good reasons. This thesis attempts to analyze the tablet industry by using the framework of five-force analysis of Porter (1979). We analyze the OEM relationship with chip makers, software vendors, Telcomm operators and end users, barriers of entry and competitions of the industry, and threats from substitute products.
Feasible strategies for 3 leading smart phone companies (HTC, Motorola and Samsung) to enter the industry are analyzed and given as well. A close investigation suggests that to compete with Apple, Samsung may be the only one which is capable of adopting a cost leadership strategy for the time being. On the other hand, differentiation can apply to all the 3 smart phone makers.
參考文獻 中文部分
1. 麥可波特, 1999,“競爭優勢”, 天下文化出版社
2. 麥可波特, 1998,“競爭策略”, 天下文化出版社
3. 麥可波特, 2001,“競爭論”, 天下文化出版社
4. 吳思華, 2000,“策略九說”, 臉譜出版社
5. 司徒達賢, 2004,“策略管理新論”, 智勝出版社
6. 胡儀芳, 2010-09-14 ,“2010年上半日本PC市場觀察:iPad登場、Netbook退燒?”, 電子時報
7. 彭建航, 2010-12-24,“Android美國稱王 CDMA版iPhone嚴陣以待”, 電子時報
8.蕭錚浩, 2011-01-07,“Android陣營3強鼎立成形 宏達電不再獨霸”, 電子時報
9. 沈勤譽, 2011-02-18, “HTC Flyer”,電子時報
英文部分
1. Michael Porter,1979-03, "How competitive forces shape strategy", Harvard Business Review.
2. Andrew Sheehy, 2010-05-25,“Apple iPad: 2010 to 2014 - A New Dawn for Portable Computing, or a Step too Far?”, Digital Media Insight
3. ----, 2010-02 ,“The Apple iPad: Product Positioning, Component Supply Chain, and Impact on PC Products and E-Reader”, MIC
4. Ross Young, 2010-06-10,“Quarterly eBook and iPad Shipment and Forecast Service”, IMS Research
5. Susan Kevorkian and Bob O’Donnell, 2010-05,“Worldwide and US Media Tablet 2010-2014 Forecast”, IDC
6. ---- , 2010,“Tablet, Smartbooks and Cloudbooks – First battlefield in the PC Phone War Forecast to 2014”, Rethink Technology Research Ltd
7. ----, 2010-02,“Impact of the Apple iPad on Notebook PCs, Netbook PCs, and Smartbooks”, MIC
8. Jeff Orr, 2010-07-30,“Media Tablet Mid-Year 2010 Review: Hype, Half-truths, and the iPad”, ABIresearch
9. Susan Kevorkian and Bob O’Donnell, 2010-07-10,“All Eyes on Media Tablets: Opportunities & Challenges for Device Vendors and Content Providers”,IDC
10. ----, 2010-01,“Mobile Application Market Report”, Futuresource Consulting Ltd. ,
11. ----, 2010,“Apple iPad 3G A1337 Tablet Computer (3G – 16GB)”, UBM LLC Publication
12. ----, 2010,“Amazon Kindle (Model D00701) Wireless E-book Reader”, UBM LLC Publication
13. Robert Chen, Henry King and Iris Wu, 2010-08-24,“Android tablet – reasons we believe it’s too early to challenge iPad”, The Goldman Sachs Group Inc.
14. Chris Ambrosio, Peter King, Martin Bradley and Susan Welsh de Grimaldo, 2010-10,“Tapping the tablet opportunity”, Strategy Analytics
15. Jeff Orr, Sam Lucero and Kevin Burden, 2010-08-30,“Fixed Wireless Terminals (FWT) and Cellular Routers - FWTs, 3G Routers, Network Back-up Cards, and Industrial Terminals, Gateways, and Routers”, ABIResearch
16.---- ,2011-01-07, “Global Mobile Subscriber Database”, ABIReasearch
網站部分
1. Apple Website: http://www.apple.com/
2. HTC Website: http://www.htc.com/tw/
3. Samsung Website: http://www.samsung.com/
4. Android Website, http://www.android.com/
5. Wikipedia Android, http://zh.wikipedia.org/zh-tw/Android
6. 公開資訊觀測站 http://mops.twse.com.tw/mops/web/index
7. 董福興 ,2010-05-04,“深入分析:Flash vs. HTML5 網路影音格式落誰家?”, T客邦部落格: http://www.techbang.com.tw/posts/2416-in-depth-analysis-flash-vs-html5-internet-audio-and-video-formats-which-family
8. Kely, 2010-11-08, “三星Galaxy Tab期望於2010年能賣出1百萬台”, STPI 科技產業資訊室: http://cdnet.stpi.org.tw/techroom/market/eecomputer/2010/eecomputer_10_038.htm
描述 碩士
國立政治大學
經營管理碩士學程(EMBA)
98932086
99
資料來源 http://thesis.lib.nccu.edu.tw/record/#G0098932086
資料類型 thesis
dc.contributor.advisor 郭炳伸zh_TW
dc.contributor.advisor Kuo, Biing Shenen_US
dc.contributor.author (Authors) 曹英堃zh_TW
dc.creator (作者) 曹英堃zh_TW
dc.date (日期) 2010en_US
dc.date.accessioned 17-Apr-2012 09:12:31 (UTC+8)-
dc.date.available 17-Apr-2012 09:12:31 (UTC+8)-
dc.date.issued (上傳時間) 17-Apr-2012 09:12:31 (UTC+8)-
dc.identifier (Other Identifiers) G0098932086en_US
dc.identifier.uri (URI) http://nccur.lib.nccu.edu.tw/handle/140.119/52744-
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) 98932086zh_TW
dc.description (描述) 99zh_TW
dc.description.abstract (摘要) 自iPad於2010年發表了以來、創造了一個介於智慧型手機與上網型小筆記型電腦的之間的平板電腦產品。這樣的新產品與新市場,對於智慧型手機與個人筆記型電腦廠商似乎是一個新的藍海。吸引兩方面的原有廠商宣布相繼投入。本文以波特的五力分析模型對此產業結構進行分析,解構平板電腦產業中廠商與上游的軟體與硬體商、下游的電信運營商與消費者、競爭的個人電腦廠商與幾種替代性新興電子產品等五種產業影響力量的討論。
由於此產品的硬體結構與產業結構都與智慧型手機產業有很大的相似性。依據現有的智慧型手機領導廠商的現況,分別依照波特的成本領導、差異化與聚焦策略,討論Samsung、HTC、Motorola的可能策略。歸納發現, HTC, Motorola與Samsung可以運用差異化策略拉近與蘋果成本領導策略的差距。Samsung還可以運用成本領導策略與蘋果競爭。
zh_TW
dc.description.abstract (摘要) The birth of Apple iPad gives rise to not only a product segment between Smart Phone and Netbook PC, but also the tablet industry. The tablet industry attracts both smart phone makers and PC companies for good reasons. This thesis attempts to analyze the tablet industry by using the framework of five-force analysis of Porter (1979). We analyze the OEM relationship with chip makers, software vendors, Telcomm operators and end users, barriers of entry and competitions of the industry, and threats from substitute products.
Feasible strategies for 3 leading smart phone companies (HTC, Motorola and Samsung) to enter the industry are analyzed and given as well. A close investigation suggests that to compete with Apple, Samsung may be the only one which is capable of adopting a cost leadership strategy for the time being. On the other hand, differentiation can apply to all the 3 smart phone makers.
en_US
dc.description.tableofcontents 第一章 緒論 8
第一節 研究動機 8
第二節 研究目的 10
第三節 研究流程 10
第二章 平板電腦市場新機會 12
第一節 平板電腦的定義 12
第二節 平板電腦的區隔與定位 13
第三節 蘋果 iPad 平板電腦 14
第四節 iPad使用者習慣 17
第五節 平板電腦的市場預估 19
第三章 平板電腦上下游產業分析 22
第一節 波特五力分析模型 22
第二節 現有廠商的競爭強度 24
第三節 供應商分析-作業系統與應用程式市集 27
一、 作業系統 28
二、 應用程式市集 29
第四節 供應商分析-處理器與通訊晶片 33
一、 應用程式處理器 33
二、 3G/4G行動通訊晶片 34
第五節 購買者分析-銷售通路與使用者 38
第六節 潛在進入者分析 43
一、 產業的進入障礙 43
二、 硬體潛在進入者 45
三、 軟體潛在進入者 46
第七節 替代性產品分析 47
一、 上網筆記型電腦(Netbook) 47
二、 智慧型手機(Smartphone) 48
三、 電子書閱讀器(E-Reader) 48
第四章 蘋果與手機廠商進入平板電腦的策略 52
第一節 進入市場的三種策略 52
第二節 蘋果的策略 53
第三節 Motorola/Samsung/HTC的策略建議 56
成本領導策略 57
差異化策略 58
聚焦策略 62
第五章 結論 65
附錄 蘋果與其他公司新發表平板電腦規格比較表 67
參考文獻 69
zh_TW
dc.language.iso en_US-
dc.source.uri (資料來源) http://thesis.lib.nccu.edu.tw/record/#G0098932086en_US
dc.subject (關鍵詞) 平版電腦zh_TW
dc.subject (關鍵詞) 智慧型手機zh_TW
dc.subject (關鍵詞) iPadzh_TW
dc.subject (關鍵詞) Tableten_US
dc.subject (關鍵詞) Smart Phoneen_US
dc.subject (關鍵詞) iPaden_US
dc.title (題名) 智慧型手機廠商進入平板電腦產業的策略分析zh_TW
dc.title (題名) Tablet industry entry strategies for smart phone makersen_US
dc.type (資料類型) thesisen
dc.relation.reference (參考文獻) 中文部分zh_TW
dc.relation.reference (參考文獻) 1. 麥可波特, 1999,“競爭優勢”, 天下文化出版社zh_TW
dc.relation.reference (參考文獻) 2. 麥可波特, 1998,“競爭策略”, 天下文化出版社zh_TW
dc.relation.reference (參考文獻) 3. 麥可波特, 2001,“競爭論”, 天下文化出版社zh_TW
dc.relation.reference (參考文獻) 4. 吳思華, 2000,“策略九說”, 臉譜出版社zh_TW
dc.relation.reference (參考文獻) 5. 司徒達賢, 2004,“策略管理新論”, 智勝出版社zh_TW
dc.relation.reference (參考文獻) 6. 胡儀芳, 2010-09-14 ,“2010年上半日本PC市場觀察:iPad登場、Netbook退燒?”, 電子時報zh_TW
dc.relation.reference (參考文獻) 7. 彭建航, 2010-12-24,“Android美國稱王 CDMA版iPhone嚴陣以待”, 電子時報zh_TW
dc.relation.reference (參考文獻) 8.蕭錚浩, 2011-01-07,“Android陣營3強鼎立成形 宏達電不再獨霸”, 電子時報zh_TW
dc.relation.reference (參考文獻) 9. 沈勤譽, 2011-02-18, “HTC Flyer”,電子時報zh_TW
dc.relation.reference (參考文獻) 英文部分zh_TW
dc.relation.reference (參考文獻) 1. Michael Porter,1979-03, "How competitive forces shape strategy", Harvard Business Review.zh_TW
dc.relation.reference (參考文獻) 2. Andrew Sheehy, 2010-05-25,“Apple iPad: 2010 to 2014 - A New Dawn for Portable Computing, or a Step too Far?”, Digital Media Insightzh_TW
dc.relation.reference (參考文獻) 3. ----, 2010-02 ,“The Apple iPad: Product Positioning, Component Supply Chain, and Impact on PC Products and E-Reader”, MICzh_TW
dc.relation.reference (參考文獻) 4. Ross Young, 2010-06-10,“Quarterly eBook and iPad Shipment and Forecast Service”, IMS Researchzh_TW
dc.relation.reference (參考文獻) 5. Susan Kevorkian and Bob O’Donnell, 2010-05,“Worldwide and US Media Tablet 2010-2014 Forecast”, IDCzh_TW
dc.relation.reference (參考文獻) 6. ---- , 2010,“Tablet, Smartbooks and Cloudbooks – First battlefield in the PC Phone War Forecast to 2014”, Rethink Technology Research Ltdzh_TW
dc.relation.reference (參考文獻) 7. ----, 2010-02,“Impact of the Apple iPad on Notebook PCs, Netbook PCs, and Smartbooks”, MICzh_TW
dc.relation.reference (參考文獻) 8. Jeff Orr, 2010-07-30,“Media Tablet Mid-Year 2010 Review: Hype, Half-truths, and the iPad”, ABIresearchzh_TW
dc.relation.reference (參考文獻) 9. Susan Kevorkian and Bob O’Donnell, 2010-07-10,“All Eyes on Media Tablets: Opportunities & Challenges for Device Vendors and Content Providers”,IDCzh_TW
dc.relation.reference (參考文獻) 10. ----, 2010-01,“Mobile Application Market Report”, Futuresource Consulting Ltd. ,zh_TW
dc.relation.reference (參考文獻) 11. ----, 2010,“Apple iPad 3G A1337 Tablet Computer (3G – 16GB)”, UBM LLC Publicationzh_TW
dc.relation.reference (參考文獻) 12. ----, 2010,“Amazon Kindle (Model D00701) Wireless E-book Reader”, UBM LLC Publicationzh_TW
dc.relation.reference (參考文獻) 13. Robert Chen, Henry King and Iris Wu, 2010-08-24,“Android tablet – reasons we believe it’s too early to challenge iPad”, The Goldman Sachs Group Inc.zh_TW
dc.relation.reference (參考文獻) 14. Chris Ambrosio, Peter King, Martin Bradley and Susan Welsh de Grimaldo, 2010-10,“Tapping the tablet opportunity”, Strategy Analyticszh_TW
dc.relation.reference (參考文獻) 15. Jeff Orr, Sam Lucero and Kevin Burden, 2010-08-30,“Fixed Wireless Terminals (FWT) and Cellular Routers - FWTs, 3G Routers, Network Back-up Cards, and Industrial Terminals, Gateways, and Routers”, ABIResearchzh_TW
dc.relation.reference (參考文獻) 16.---- ,2011-01-07, “Global Mobile Subscriber Database”, ABIReasearchzh_TW
dc.relation.reference (參考文獻) 網站部分zh_TW
dc.relation.reference (參考文獻) 1. Apple Website: http://www.apple.com/zh_TW
dc.relation.reference (參考文獻) 2. HTC Website: http://www.htc.com/tw/zh_TW
dc.relation.reference (參考文獻) 3. Samsung Website: http://www.samsung.com/zh_TW
dc.relation.reference (參考文獻) 4. Android Website, http://www.android.com/zh_TW
dc.relation.reference (參考文獻) 5. Wikipedia Android, http://zh.wikipedia.org/zh-tw/Androidzh_TW
dc.relation.reference (參考文獻) 6. 公開資訊觀測站 http://mops.twse.com.tw/mops/web/indexzh_TW
dc.relation.reference (參考文獻) 7. 董福興 ,2010-05-04,“深入分析:Flash vs. HTML5 網路影音格式落誰家?”, T客邦部落格: http://www.techbang.com.tw/posts/2416-in-depth-analysis-flash-vs-html5-internet-audio-and-video-formats-which-familyzh_TW
dc.relation.reference (參考文獻) 8. Kely, 2010-11-08, “三星Galaxy Tab期望於2010年能賣出1百萬台”, STPI 科技產業資訊室: http://cdnet.stpi.org.tw/techroom/market/eecomputer/2010/eecomputer_10_038.htmzh_TW