創新佈局、轉型致勝-資訊服務廠商之經營發展策略分析 —以大同世界科技公司為例

Abstract

隨著科技的迅速發展，企業在資訊應用上的範圍也日益擴大，為了加速創新或保持市場領先地位，對資訊技術的投資逐年增加，資訊服務市場因而持續的成長，近年軟體服務與人工智慧應用快速演進，硬體網路資安的技術發展也因應各種政策與駭客攻擊不斷的產生新的需求，資訊服務由原本從數位化，數位優化，數位轉型到AI應用成為企業永續發展之要角，除了提供公司營運決策關鍵因素資訊之外，亦可能是企業創新獲利之來源。 本研究選擇個案公司並與同是上市或上櫃資訊服務業者進行研討，透過產業成長趨勢及資訊服務業上中下游銷售與供應價值鏈關係，比較競爭公司的營運主要項目及未來發展狀況，進一步選擇相對銷售比例最高產品包含電腦周邊硬體，通訊網路資安與軟體應用與服務進行分析，透過波特五力分析（Porter’s Five Forces），系統性評估產業內的競爭強度、替代性威脅、供應商與顧客議價能力，以及新進入者的潛在壓力，進一步掌握市場結構與機會風險。其次，本研究運用策略活動系統圖（Strategic Activity System）解析代表性資訊服務企業的關鍵策略佈局與價值鏈整合方式，說明其如何透過差異化與資源配置建構競爭優勢。 藉由事業組合分析工具（BCG矩陣）探討個案公司的事業組合分析之市場成長性與相對競爭地位及採用成長策略分析個案公司發展是採用哪種成長模式(如本業有機成長、多角化經營、價值鏈整合及國際市場拓展)來取得所需資源與能力，最後依據主要產品項目個別進行目標市場範疇與競爭優勢分析，歸納出綜合事業競爭策略與作法提出對應政策與企業經營建議。 本研究期望透過上述多元理論架構整合，提供企業發展策略與投資決策提供具體方向同時為政府在推動數位政策時之參考依據，資訊服務業若能有效整合內部資源、聚焦高附加價值領域，並掌握國際市場需求變化，將有機會成為台灣另一座跨國發展及經濟成長的關鍵產業。

With the rapid advancement of technology, the scope of information applications within enterprises has continuously expanded. To accelerate innovation or maintain a leading position in the market, companies have steadily increased their investments in information technology, resulting in continuous growth in the information services market. In recent years, software services and artificial intelligence applications—such as ChatGPT and large language models—have evolved rapidly. Meanwhile, hardware, networking, and cybersecurity technologies are also advancing in response to emerging policies and increasingly sophisticated cyberattacks, generating new demands. Information services have thus progressed from digitalization and digital optimization to digital transformation and AI application, becoming a cornerstone of corporate sustainability. Beyond supporting key decision-making, information services may also serve as a source of business innovation and profit generation. This study selected a case company and conducted comparative research with listed or OTC (Over-the-Counter) companies. By examining industry growth trends and the upstream, midstream, and downstream value chains of the information services sector, the study compares the primary business operations and future development directions of competing firms. It further identifies the product categories with the highest relative sales—namely, computer peripheral hardware, communication network security, and software applications and services—for in-depth analysis. Using Porter’s Five Forces framework, the research systematically evaluates the intensity of industry competition, threat of substitution, bargaining power of suppliers and customers, and the pressure of potential new entrants, thereby providing insights into market structure, opportunities, and risks. In addition, this study applies the Strategic Activity System to analyze the key strategic configurations and value chain integration methods of representative information service companies, illustrating how they build competitive advantages through differentiation and resource allocation. Using the BCG Matrix as a business portfolio analysis tool, the study investigates the case company’s market growth potential and relative competitive position. It also analyzes which growth strategies—such as organic growth, diversification, value chain integration, or international market expansion—the company adopts to acquire necessary resources and capabilities. Finally, the study conducts an analysis of the target market scope and competitive advantage for each major product line, summarizing integrated business strategies and corresponding policies and managerial recommendations. By integrating these diverse theoretical frameworks, this research aims to offer concrete guidance for corporate strategy development and investment decision-making, while also serving as a reference for government digital policy initiatives. If the information services industry in Taiwan can effectively integrate internal resources, focus on high value-added areas, and respond to international market dynamics, it holds the potential to become another pillar of Taiwan’s global competitiveness and economic growth.