後PC時代之挑戰與展望-以台灣資訊產業為例

Abstract

本研究以台灣IT產業為對象，輔以質性訪談的方法，採用策略分析中的五力分析、鑽石體系、競合策略與價值網及藍海策略等分析工具，以分析IT產業外在環境與企業內部優劣勢，找出後PC時代所面臨的挑戰。 從本個案的研究結果可發現，台灣IT產業在發展的過程中，大抵從委託代工製造起家，進而延伸其價值鏈至設計、全球運籌等。產業內的競爭非常激烈，因此影響獲利。即便是台灣IT產業在全球的表現亮眼，仍然擺脫不了低毛利。 面對後PC時代的來臨，台灣IT產業如何在典範移轉中存活?所仰賴的核心競爭力能否繼續維持?未來的挑戰和機會為何?本研究經資料嚴謹整理及分析深度訪談內容後，歸納獲致七點結論及三項建議: 七點結論: 1) 後PC時代就是雲端的時代 2) 雲端的時代就是無線與無限的時代 3) 雲端的時代就是數位商務的時代 4) 雲端的時代就是消費者即創新(業)者的時代 5) 雲端的時代就是隨選應需的時代 6) 台灣IT製造業確有競爭力;但要走出低毛利，應建立壟斷性製造優勢 7) 在雲端時代，服務會是王道-不論代工、品牌甚至新創公司，皆應奉為圭臬 給台灣資訊業的三項建議: 1) 製造業:提升競爭力，創造壟斷性競爭優勢 2) 品牌業:軟硬兼施，全方位各式雲端運算服務 3) 新創業:萬花爭春，迎向智慧科技應用服務

NAME： Yi-Cheng Wu MONTH/YEAR：January, 2011 ADVISER：Houn-Gee Chen, Ph.D TITLE：The Challenge and Prospect for Post PC Era-A Case Study of Taiwan IT industry Taiwan IT industry is the target of this research. In this research, analysis tools such as “the Five Forces of Competition”, “the Diamond System”, “Co-opetition & Value Net” and “Four Actions Frame” were utilized to analyze the strength and weakness of external and internal environment, and to find out the challenge and prospect for post PC era. Given the historical review of PC times, it is easy to understand that Taiwan IT industry started with OEM, then revolved into ODM, OGL model by stretching its value chain as time went by. Because of fierce competition, it is inevitable that gross profit margin getting into very thin for players in the industry. Even though Taiwan IT industry is known for its domination in the area, it does not provide Taiwan IT industry with any advantage in terms of profit improvement. Moreover, post PC era is coming. During this juncture of paradigm shift, how does Taiwan IT industry survive and do well? Is its core competency dependable and sustainable? What will be its challenge and opportunity? With a detailed data collection and analysis, there are four new findings with regard to the trend of cloud computing, at the same time, seven conclusions have been achieved and followed with another three recommendations as below: Seven conclusions: 1) Post PC era is Cloud Computing era 2) Cloud Computing era is an Always On era 3) Cloud Computing era is a Digital Commerce era 4) Cloud Computing era is a Prosumer era 5) Cloud Computing era is an On-demand era 6) Taiwan IT industry should create a Monopolistic Competition advantage 7) In cloud computing era, service is the king Three recommendations to Taiwan IT industry: 1) For OEM: Raise core competency level to a monopolistic competition advantage 2) For OBM: A combination of hardware and software, provide a total solution to the customers of cloud computing 3) For prosumers: Leverage cloud computing service, start new business flourishingly