請用此 Handle URI 來引用此文件:
http://tdr.lib.ntu.edu.tw/jspui/handle/123456789/76624
完整後設資料紀錄
DC 欄位 | 值 | 語言 |
---|---|---|
dc.contributor.advisor | 莊裕澤 | |
dc.contributor.author | Chih-He Chen | en |
dc.contributor.author | 陳志和 | zh_TW |
dc.date.accessioned | 2021-07-10T21:34:04Z | - |
dc.date.available | 2021-07-10T21:34:04Z | - |
dc.date.copyright | 2017-02-21 | |
dc.date.issued | 2016 | |
dc.date.submitted | 2017-01-23 | |
dc.identifier.citation | 1. Customer-Premises Equipment
https://en.wikipedia.org/wiki/Customer-premises_equipment 2. Residential Gateway - https://en.wikipedia.org/wiki/Residential_gateway 3. Set-top box - https://www.techopedia.com/definition/2284/set-top-box-stb 4. Triple Play - https://en.wikipedia.org/wiki/Triple_play_(telecommunications) 5. Quad Play - https://en.wikipedia.org/wiki/Quadruple_play 6. 代工模式- http://cdnet.stpi.narl.org.tw/techroom/analysis/pat055.htm 7. SDN & NFV market growing http://www.prnewswire.com/news-releases/sdn-and-nfv-market-growing-at-86-cagr-to-2020-520790081.html 8. Virtualized Residential Gateway http://www.lightreading.com/services/broadband-services/virtualized-residential-gateways-yield-40--savings---alcalu/d/d-id/719898 9. Set-Top Box to Cloud http://acgcc.com/set-top-box-to-cloud-thinking-outside-of-the-box/ 10. Pay Television - https://en.wikipedia.org/wiki/Pay_television 11. Internet Access - https://en.wikipedia.org/wiki/Internet_access 12. IPTV - https://en.wikipedia.org/wiki/IPTV 13. Infonetics Reasearch, March 2015, PON, FTTH, Cable, DSL, and Wireless Broadband CPE: Quarterly Market Share, Size & Forecast. http://www.infonetics.com/pr/2015/4Q14-Broadband-CPE-Market-Highlights.asp 14. iHS Technology, Q1 2015, Set-top box Market Intelligence Market Monitor 15. OTT - https://zh.wikipedia.org/wiki/OTT%E6%9C%8D%E5%8A%A1 16. SDN - https://www.opennetworking.org/sdn-resources/sdn-definition 17. SDNCentral, 2015, SDxCentral Network Functions Virtualization Report, https://www.sdxcentral.com/wp-content/uploads/2015/04/ SDxCentral-NFV-Report-2015-A.pdf 18. ETSI, 2013, Network Function Virtualization; Use cases, ETSI GS NFV 001 v1.1.1. 19. Chris Donley / Cablelabs, 2014, Network Virtualization in the Home, http://www.nctatechnicalpapers.com/Paper/2014/ 2014-network-virtualization-in-the-home 20. TM Forum, 2015, When will NFV cross the chasm?, TM Forum Insights Research 21. Rafael Cantó Palancar, 2015, Virtualization of residential customer premise equipment. Lessons learned in Brazil vCPE trial, https://www.researchgate.net/publication/285638481_Virtualization_of_residential_customer_premise_equipment_Lessons_learned_in_Brazil_vCPE_trial 22. ONOS, 2015, CORD: The Central Office Re-architected as Datacenter, onosproject.org 23. TM Forum, 2015, Leveraging NFV and SDN to virtualize the Home Gateway, TM Forum live! http://www.tmforumlive.org/wp-content/uploads/2015/09/ TMW22491-03.RawatS.pdf 24. 建漢科技股份有限公司, 103年度年報 25. Kinpo Electronics, Inc. and Subsidiaries Consolidated Financial Statements for the year end December 31 2014 and 2013 together with independent auditors’ report. 26. Compal Electronics, Inc. 2014 Annual Report 27. 智易科技股份有限公司及其子公司合併財務報告 2014 28. Sercomm Corporation 2015 Annual Report 29. 華碩電腦股份有限公司, 104年度年報 30. 合勤投資控股股份有限公司,104年度年報 31. 正文科技股份有限公司, 103年度年報 32. 仲琦科技股份有限公司, 103年度年報 33. 啟碁科技股份有限公司, 104年度年報 34. 明泰科技股份有限公司, 103年度年報 35. 友訊科技股份有限公司,104年第四季度營運成果說明 36. 智邦科技股份有限公司, 103年度年報 37. 公開資訊觀測站http://mops.twse.com.tw/mops/web/index 38. Arris-International PLC, FORM 10-K For the fiscal year ended December 31, 2015 of ARRIS INTERNATIONAL PLC 39. Pace PLC, 2014, Annual Report and Accounts for the year ended 31 December 2014 40. Technicolor, 2015 Registration Document Including the Annual Financial Report 41. Technicolor, 2015, Acquisition of Cisco Connected Devices presentation 42. 華為投資控股有限公司2015年年度報告 43. 中興通訊股份有限公司, 2014年度報告 44. Alcatel-Lucent, 2015, Annual Report on Form 20-F/A 45. Roku for NowTV https://corporate.sky.com/media-centre/our-blog/2015/roku-and-sky-a-partnership-in-action 46. SFP - https://en.wikipedia.org/wiki/Small_form-factor_pluggable_transceiver 47. http://www.lightreading.com/gigabit/dsl-vectoring-gfast/exclusive-video-interview-with-sckipio-ceo-david-baum/v/d-id/723141 48. 陳明哲 (Ming-Jhe, Cheng),哈佛商業評論2012年12月號(迎戰破壞式創新) 察覺-動機-能力:細解AMC分析法(一) 49. 陳明哲 (Ming-Jhe, Cheng),哈佛商業評論2013年1月號(全球執行長100強) 察覺-動機-能力:細解AMC分析法(二) 50. 彭朱如、楊淑方、顏孟賢、游舒惠、陳劭寰,2014 科技部補助專題研究計畫成果報告 以競合觀點探討從代工到自有品牌策略 | |
dc.identifier.uri | http://tdr.lib.ntu.edu.tw/jspui/handle/123456789/76624 | - |
dc.description.abstract | 本研究係針對寬頻CPE雲端化與虛擬化的發展趨勢,探討台灣業者未來的競爭策略。研究首先藉由探討領導運營商CPE雲端化與虛擬化的發展案例,了解CPE雲端化與虛擬化對產業的影響。接著運用波特五力模型深入探討產業結構未來變化的趨勢,以綜合歸納出台灣業者的成長策略選項。最後從進入障礙、動態競爭與競合的觀點,評估適合台灣業者的成長策略。
寬頻CPE市場向來具有封閉性與集中度高的特性,對新進業者的進入障礙較高。因此,多數台灣業者在寬頻CPE的業務發展向來是以代工的商業模式為主,並在整體市場的供應鏈佔有重要的市場地位。本研究發現,CPE雲端化與虛擬化的發展趨勢,長期將改變寬頻CPE產業價值鏈與結構。進入障礙降低、替代品的威脅升高,市場將逐漸走向開放競爭。台灣業者將難以仰賴代工的商業模式持續成長。 台灣業者如轉型B2B品牌的商業模式,將面臨與品牌客戶的競合問題,易導致轉型失敗。台灣業者如果跨領域發展新產品的代工業務則會面臨較高的進入障礙。因此,本研究結果提出台灣業者可跨領域發展新產品,並以直攻運營商的業務模式為主。這樣的模式將使台灣業者避免與寬頻CPE品牌客戶正面衝突,並迴避掉發展新產品代工業務的進入障礙。這種模式也讓台灣業者得以先建立直攻運營商的能力,等到CPE雲端化與虛擬化在未來幾年成為市場的主流技術時,再來思考是否能與寬頻CPE品牌客戶正面衝突。 | zh_TW |
dc.description.abstract | The purpose of this thesis is to study growth strategies for Taiwan Broadband CPE vendors in the trend of virtual CPE. We begin with case studies on leading communication service providers’ virtual CPE projects so as to understand the potential impact of virtual CPE to the industry. We then use Porter’s five force framework to analyze the industry’s weaknesses and strengths. Based on the analysis, we then propose and evaluate different strategies from the perspective of entry barrel, competitive dynamics and coopetition, hoping to find ones that will help Taiwan Broadband CPE vendors complete and grow in the industry in light of the trend of cloudification & virtualization.
Broadband CPE market is highly concentrated and the barrel of entry is high. Therefore, most of Taiwan vendors focus on ODM/EMS business model and play an important role in the worldwide broadband CPE supply chain. Our study shows that virtual CPE will change the value chain and industry structure of CPE market in the long term. Virtual CPE will reduce the barrel of entry and increase the threat of substitutes. The CPE market will evolve toward open competition, and thus it would be difficult for Taiwan vendors to continually grow with existing ODM/EMS business model. However, if Taiwan vendors transform into own-brand business, the strategy may raise conflicts with existing B2B customers and face severe challenges from them. Taiwan vendors could also struggle at developing ODM/EMS business on new product segments due to its high entry barrel. Our study suggests that Taiwan vendors develop new product segments and focus on selling new products to communication service providers. In this way, Taiwan vendors will be able to avoid direct competition with their Broadband CPE brand customers and bypass the high entry barrel of new products ODM/EMS business. Taiwan vendors could establish business relationship with communication service providers and build up core compentence for brand business first. In this way Taiwan vendors will be ready to develop own-brand business on Broadband CPE when virtual CPE become mainstream technology. | en |
dc.description.provenance | Made available in DSpace on 2021-07-10T21:34:04Z (GMT). No. of bitstreams: 1 ntu-105-P02747013-1.pdf: 7881383 bytes, checksum: 1b0c638a13541e0fc7525bf432f15a7d (MD5) Previous issue date: 2016 | en |
dc.description.tableofcontents | 口試委員審定書 ii
誌謝 iii 中文摘要 iv 英文摘要 v 目錄 vii 圖目錄 ix 表目錄 xi 第一章 緒論 1 第一節、研究背景 1 第二節、研究動機 3 第三節、研究問題與目的 4 第四節、研究範圍與對象 5 第五節、研究方法與架構 6 第二章 寬頻CPE產業現況與趨勢發展 8 第一節、寬頻CPE市場介紹 8 第二節、寬頻CPE產業上中下游關聯性 13 第三節、CPE產業特性及CPE品牌商關鍵成功要素 17 第四節、台灣CPE業者市場地位 20 第五節、運營商策略方向推動SDN & NFV發展趨勢 23 第六節、NFV 及vCPE發展進程預估 30 第七節、本章小結 32 第三章 CPE雲端化與虛擬化對CPE產業的影響 33 第一節、CPE雲端化與虛擬化發展現況 33 第二節、CPE雲端化與虛擬化對運營商的策略意涵 41 第三節、CPE雲端化及虛擬化影響運營商採購策略轉變 44 第四節、本章小結 47 第四章 CPE雲端化與虛擬化時代台灣業者策略規劃 48 第一節、台灣寬頻CPE業者分析 49 第二節、寬頻CPE(RGW & STB)產業五力分析 55 第三節、台灣CPE業者的策略評估 65 第四節、結論與建議 72 參考文獻 75 附錄 78 | |
dc.language.iso | zh-TW | |
dc.title | CPE雲端化及虛擬化趨勢下
台灣寬頻CPE業者的成長策略 | zh_TW |
dc.title | On the Growth Strategy of Taiwan Broadband CPE Vendors
in the Trends of Cloudification & Virtualization | en |
dc.type | Thesis | |
dc.date.schoolyear | 105-1 | |
dc.description.degree | 碩士 | |
dc.contributor.oralexamcommittee | 陳忠仁,陳鴻基 | |
dc.subject.keyword | Virtual CPE,五力分析,動態競爭,競合, | zh_TW |
dc.subject.keyword | Virtual CPE,Five Force Model,Competitive Dynamics,Coopetition, | en |
dc.relation.page | 87 | |
dc.identifier.doi | 10.6342/NTU201700201 | |
dc.rights.note | 未授權 | |
dc.date.accepted | 2017-01-24 | |
dc.contributor.author-college | 管理學院 | zh_TW |
dc.contributor.author-dept | 資訊管理組 | zh_TW |
顯示於系所單位: | 資訊管理組 |
文件中的檔案:
檔案 | 大小 | 格式 | |
---|---|---|---|
ntu-105-P02747013-1.pdf 目前未授權公開取用 | 7.7 MB | Adobe PDF |
系統中的文件,除了特別指名其著作權條款之外,均受到著作權保護,並且保留所有的權利。