在邁向雲端的時代，台灣伺服器廠商的策略之分析

Abstract

本研究主要目的在基於核心能力的觀點，提出一個企業優勢策略的建構模型。先分析雲端運算概念對全球伺服器產業的衝擊，以預測伺服器的產品區隔遷徙，WebTech區隔的顧客特性，品牌廠商的策略動向分析，藉以找出潛在的市場區隔作為聚焦的方向。另一方面，以建立核心能力量化指標的方式，對台灣伺服器廠商為例進行個案研究，以辨識出企業的優勢核心能力，並歸納出核心能力的創建與延伸的特性，以期企業有計畫性的選擇、保護、維持與延伸其獨特能力，以『資源能耐的運用』與『資源能耐的創建』，這兩種能耐基礎策略以構建企業成長的核心策略，作為企業因應雲端衝擊下的因應策略的架構，同時期許本研究的結果與因應策略，可供台灣伺服器業者在擬定企業策略的參考依據。

The rise of cloud computing concept has changed the server industrial structure and caused the brand server companies lose the distinctive value for WebTech customers in public cloud segment because they can’t provide the complementary capability on software application. On the contrary, the ODM firms in Taiwan can provide the relevant value by offering a low cost and customerized server product base on WebTech customer’s requirements. The purpose of this thesis is to provide a comprehensive framework base on both internal core competencies and external market demand perspectives for firms in the server industry in Taiwan to analyze their strategy in the cloud computing environment. By using this framework, the ODM companies can identify and create their new distinctive competencies through adjusting their internal resources and capabilities in order to build a new strategy for a sustaining competitive advantage. In addition, this framework can enable the ODM campanies to recongize the different businesses historical growth paths and develop their core competencies to match the market segment they targeted accordingly.