乘勢而起、厚積薄發─資訊軟體服務廠商之經營與發展策略分析：以宏碁資訊為例

Abstract

隨著生成式人工智慧與雲端技術快速發展，全球企業正加速數位轉型，帶動資訊軟體服務產業進入高速成長期。本研究以台灣具代表性的資訊服務企業——宏碁資訊股份有限公司（Acer e-Enabling Service Business Inc., AEB）為個案，探討其如何在多變的產業環境與激烈競爭中，透過策略聯盟、相關多角化與產品差異化，打造出獨特的經營發展策略。 本研究採用質性個案研究法，輔以五力分析、VRIO模型、策略活動系統圖與BCG矩陣等理論架構，從宏碁資訊的資源基礎與事業組合出發，解析其於雲端與軟體服務、應用開發與加值商品三大事業上的策略定位。以產業分析識別雲端運算產業以及資訊服務產業中的產業吸引力及產業關鍵指標，並使用 BCG 矩陣分析宏碁資訊之產品組合、成長策略以及經營發展策略。 本研究結果顯示，宏碁資訊透過與微軟深度合作、成為台灣少數擁有Azure Expert MSP與OpenAI成功導入經驗的業者，建立其在企業AI轉型服務中的差異集中化優勢；同時善用宏碁集團資源、生態系夥伴關係與成功模組化案例，形成難以被模仿的競爭壁壘。 本研究對於宏碁資訊的研究建議維以下兩點，一、加速布局生成式AI，突破雲端市場競爭格局，二、拓展海外市場，深耕客戶關係，在多變的雲端運算以及資訊服務產業中乘勢而起、厚積薄發。

With the rapid advancement of generative artificial intelligence and cloud technologies, enterprises worldwide are accelerating digital transformation efforts, driving robust growth in the information software and services industry. This study investigates the business strategies of Acer e-Enabling Service Business Inc. （AEB）, a leading information services provider in Taiwan, and explores how the firm leverages strategic alliances, related diversification, and product differentiation to sustain its competitive edge in a dynamic and highly competitive market environment. This research adopts a qualitative case study methodology, integrating analytical frameworks such as Porter’s Five Forces, the VRIO model, strategic activity system mapping, and the BCG matrix. This study examines AEB’s strategic positioning across multiple business lines. Industry attractiveness and critical success factors within the cloud computing and information services sectors are identified, while the BCG matrix is employed to evaluate AEB’s product mix and growth strategies. The findings reveal that AEB has established a focused differentiation advantage in enterprise AI transformation services by forming a deep strategic alliance with Microsoft, becoming one of the few firms in Taiwan certified as an Azure Expert MSP and with successful implementation of OpenAI technologies. Additionally, AEB effectively capitalizes on the Acer Group’s ecosystem, partner network, and scalable solution models, creating inimitable competitive advantages. Based on the analysis, two strategic recommendations are proposed: （1） accelerate the deployment of generative AI solutions to break through the increasingly saturated cloud market; and （2） expand into overseas markets while deepening customer relationships, enabling AEB to rise with the tide and solidify its position in the evolving cloud computing and information services industry.