雲端服務發展策略個案研究

Abstract

中文摘要 資訊時代的發展已經邁入21世紀，從科技的產品的計算機生產到現在的雲端工業強調資訊的分析跟使用，每個時代都有代表性的話題跟公司，都有代表的創新跟主題。從大型主機，主從架構到網際網路，Web服務到現在的雲端架構服務，可以說是把過去幾年的資訊發展做一個總整理，利用過去的資訊工業基礎，例如主機及儲存的虛擬化使用，網路的安全與穩定，資料中心的自動化，Web服務的發展，終端智慧手持裝置達的普及，安全技術度的應用以及對結構及非結構化資料的了解及分析，這些科技的發展都把把雲端架構推向高峰。我們可以說現在是雲端的元年發展期，因為未來可以發展的想像空間的確是為可限量。舉例來說，光是資料的收集分析，分享閱讀及觀賞，透過高智慧手持裝置，此商機就有爆炸性的無限可能。 本論文透過研究兩家不是同一個領域的領導型公司的比較分析來研究未來雲端的商機，特別是在三個領域中的SAAS（軟體內容服務），PAAS（平台服務），及IAAS（基礎架構設備服務），如何應用在私有雲，混合雲及公有雲的研究。研究過程中發現HP跟Amazon其實難以等同比較，特別是在雲端的三個領域中，其發展的歷史基礎完全不同，但兩者加總倒是很完整的雲端商機。例如Amazon發展的內容及kindle是SAAS的重要發展，Amazon WebService（AWS）則是跨 PAAS 跟IAAS的重要典範。而HP則在自己的科技基礎發展及使用上，比如全球資料中心集中做雲端管理，利用自己生產領先的伺服器，網路資料中心使用率高的存儲設備，領先業界的自動化資料中心軟體及安全及海量資料分析等軟體優勢積極進攻IAAS及PAAS 的領域。另外發展如AWS的 HPC Cloud Service來搶占IAAS中很重要的Public Cloud 服務範疇。比較兩家公司在私有雲，混合雲及公有雲的策略比較從兩家的競爭優勢分析，進一步對HP做六力分析，根據傳統的供應鏈分析提升為價值網探討以提出更完整的建議，最後以國際企業IR 矩陣對跨國策略做分析及建議。作為日後更深入研究基礎。 台灣擁有世界第一的資訊硬體硬實力與領先亞太的資訊國軟實力，加上雲端運算技術及服務的發展與運用，全球皆剛起步，以台灣資通訊硬體產業實力，台灣需要更了解外商而不是關門造車，而且更了解自己在產業鏈的隱形冠軍位置，不僅有助於取得市場先占優勢，未來更有機會在全球雲端市場上占有重要地位，贏在起跑點。期望本研究歸納結果有助於相關產業的業者推動雲端發展未來之參考。 關鍵字：雲端科技，SAAS（軟體內容服務），PAAS（平台服務），及IAAS（基礎架構設備服務）

THESIS ABSTRACT Information Technology Industry has been evolved into 21st century. There are many theme in each era including from technology product manufacturing to information analysis and usage in cloud computing today. Each ear there is a representing theme and company to lead that revolution to innovation. From mainframe, Client Server, Internet, Web Service to cloud computing services is a consequence of IT development for past few decades. That is to use its achievement like Automation and Virtualization of Server and Storage，Security and Stability of networking availability , Automation of Data center , Web Service development and Popularity of Smart handheld devices. Security technology and Structured/Unstructured data analysis and understanding. These mature technologies have pushed the Cloud Computing to the peak of its study, application and long term development. The booming of cloud computing can still be treated as infant age of its unlimited growing business opportunity. For example, how to use handheld device to information collection and analysis , reading and Video entertainment are huge business opportunities. This report originally intends to study two different leading companies in various industries for future cloud business discussion, especially focused on matrix of IAAS, PAAS and SAAS VS. private Cloud , personal Cloud and Public Cloud. During development of this research, HP and Amazon are actually tough to compete as they are both successful in different category based on its strength of historic development. Adding these two big giants together is a complete service offering in Cloud space. For example, Amazon has its leading content selling through Kindle device. These are very successful milestone in SAAS of cloud service category in a broad sense. Amazon WebService（AWS）is a signature development in IAAS. For HP, they are using its leading RD technology to deploy Cloud development. For example, use its leading edge Storage and server, Storage widely used in ID, automation software and newly merged Security and Big data analysis tool to cloud computing service development. At the same time, HP also develop its Amazon AWS like HP Cloud service to attack the critical IAAS business space in this regard. Focus of this research paper has shifted to compare SOWT of in IAAS area for these two companies in terms of private, hybrid and Public cloud area. Based on the understanding of pro and cons of these two companies, HP is used for detail 6 force analysis for future study purpose in the future. Finally, Value net analysis and IR matrix is applied to expand discussion from competitiveness to value creation to give a comprehensive view of how international strategy should be developed. Taiwan owns world class IT manufacturing capability and leading IT application in Asia Pacific. Cloud computing technology development and application is just in an early stage, Taiwan has a great chance to team work with international player for success of cloud business development especially playing an invisible championship position, not to reject and focus on MIT hardware products. Hope this research is helpful for all cloud business player who is intend to promote cloud business in the future.

Key word: cloud computing, SAAS, IAAS, SAAS .