台灣無線通訊服務產業之競合分析

Abstract

通訊市場因為經濟規模的因素，有趨於寡佔的現象。在形成寡佔的過程中，是競爭-合作-競爭的交替出現：為了有效的競爭，必需知己知彼，也正因為知己知彼，彼此的強項、弱項都瞭然於胸，也為日後的合作，創造了機會。行動通訊電信公司所擁有的客戶基礎、配銷通路、帳務系統、客戶服務系統，是無線網路服務提供者亟需建立的部分；而後者所代表的高速無線數據服務，與不斷推陳出新的網路內容，正是前者所希望發展的方向；在邁向數據服務的道路上，雙方同時在扮演著教育市場，推廣各類型應用的角色。 以台灣的通訊市場規模而言，雙方價值網的重疊，導致激烈的市場競爭，是可以預期的情形。然而，經由持續性的競爭互動，建立起共同知識，以及平臺市場機制，有益於發展價值網中的互補性服務，整體無線通訊服務產業，也將可以看到更為健全的產業架構與發展前景。

Global telecommunication industry, especially wireless field, is undergoing huge transformation in recent years. This change are caused by global telecommunication deregulation, privatization, new technologies, new applications and new customer behaviors. All these changes had shaped a dynamic and complicated competition landscape This study, first, by conducting value net analysis, try to build two separated profiles for both mobile communication and wireless internet access business. Before bring in competitor into the plate, the tentative goal is to describe service provider, supplier, complementor and customer’s core activities and its respective relationships. Second, after positioning mobile network operator (MNO) and wireless internet service provider (WISP) as each another’s competitor, using platform strategy framework, to exam each service provider’s competition strategy. During and after these analysis, this study found a multiple level of competition among different players, MNO to WISP, supplier to supplier, complementor to complementor. And there is a mirror image effect, when these two value nets been put together, side by side. Suggesting, not just through the geometrical symmetry, also from numerous key activities and core strength, there should be significant rooms for cooperation and complementarity.