電信終端設備供應商因應寬頻接入市場改變之策略

Abstract

在今天這平行競爭且資訊發達的電信市場，電信事業設備商的經營者，要不斷地審視自己所處產業、企業的定位、與周遭市場環境變化所引發之需求的改變。因為電信市場的全球化以及通訊科技的快速轉變，讓電信產業的本質、與企業的價值定位也不斷的改變、且不可掌控中。 本文針對有線寬頻接入市場的電信終端設備商，研究其市場及技術的實質改變所應有的競爭策略。藉由策略分析的工具，本文明確的演證出主要寬頻接入市場已轉化為成本領先為主的市場，而這樣的市場需求之本質並非適用於所有的企業體，尤其是以技術及服務導向的企業體。 本文更進一步地指出，這些以技術及服務導向的企業體，應正視本身企業的優缺點朝向專一化的方向前進，才能在這波以價格為導向的市場中取得經營的突破與契機。

This globalized telecommunication market and rapidly innovated broadband technologies, make the nature of telecommunication industry be more unpredictable and uncontrollable. Standing on the strong competition and information blooming of today, an entrepreneur shall continuously sense and discover the incremental and fundamental changes in business competitions, own corporation positioning and values, and the sensitive market as being a Telco customer premise equipment provider for telecommunication industry. This paper focused on wired broadband CPE industry and studied the proper competitive strategy as the Telco CPE market nature or technologies turning around. By adapting the strategy analysis tools, we reveal and present that the main stream of broadband CPE infrastructure has been migrated to a cost leading market, rather than a technology and service driving market. This migration is not suitable to all types of players to fit in. Furthermore, this paper exposed the necessity of having a concentrated or specialized market segment strategy after evaluating corporate strengths and developing directions. This focus strategy is then capable to push the corporation on the top of the CPE cost-leading wave.