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    題名: 白牌伺服器產業之經營策略分析 - 以S伺服器企業為例
    Strategic Business Analysis in No-Brand Server Industry - A Case Study
    作者: 林維綱
    Lin, Wei-Kang
    貢獻者: 郭維裕
    林維綱
    Lin, Wei-Kang
    關鍵詞: 白牌伺服器
    雲端運算服務
    高效能計算
    No-brand server
    Cloud computing services
    High-performance computing
    日期: 2022
    上傳時間: 2022-09-02 14:54:07 (UTC+8)
    摘要: 21世紀初隨著亞馬遜開啟雲端運算服務的時代來臨,推出企業伺服器代管代租服務,使得中小型企業轉向雲端伺服器服務,大量節省企業資訊管理服務費用,繼而造就四大雲端服務科技巨頭 (亞馬遜、谷歌、微軟雲端、臉書)迅速崛起,紛紛加碼投資後台雲端伺服器機房設備的大量部署建置,並捨棄使用品牌伺服器產品。由於Intel X86伺服器不斷地快速提升計算效能,加速雲端運算產業的服務應用,使得高效能計算及客製化伺服器規格之產品服務應用需求不斷提升,讓白牌伺服器市場的廠商們取得與品牌伺服器商競爭的大好機會。
    由於2020年以來全球受到新冠肺炎病毒之肆虐,更加快遠距教學、醫療、上班與線上購物等新形態數位服務生活運用的全面啟動,讓雲端服務商與電信營運商加大伺服器機房設備投資計畫,拉高全球伺服器市場需求量。預估未來5年白牌伺服器市場供貨需求年成長率超過10%以上,但是品牌伺服器的增長是小於5%,甚至有衰退之趨勢。
    看好白牌伺服器市場不斷成長之需求傾向,台灣許多資通訊廠商也投入白牌伺服器產業供應鏈之競爭行列,台灣的代工廠商具備產品研發人才、技術能力、廠房、生產設備、人工成本低等優勢,卻無法掌握伺服器相關之關鍵技術領域。但是在白牌伺服器市場的企業經營必須滿足各種專業客戶之功能多變需求,因應市場客群少量多樣之要求,以及爭取公司經營之最大利益等嚴峻挑戰。本研究以定性質化方式來剖析白牌伺服器市場的企業經營策略之作為與布局,並以伺服器產品服務為核心事業發展的S公司做為個案研究對象,探討其企業經營策略的各種決策方向及營運成效,如何維持市場競爭優勢地位,並對公司長期發展可能面臨之隱憂,提出企業經營之改善建議。希冀能夠給予對白牌伺服器市場經營有興趣之企業人士,提供可茲參考比較之處。
    With Amazon launching a new era of cloud computing services at the beginning of the 21st century, it introduced enterprise server escrow rental services. This enabled small and medium-sized enterprises to turn to cloud server services, saving a lot of enterprise information management service fees, and creating the four major cloud service technology (Amazon, Google, Microsoft cloud, Facebook) rapidly on the rise. This increases the investment in many cloud-server equipment and abandons the use of branded server products. With Intel X86 server continues to rapidly improve computing efficiency, driving a variety of service applications in the cloud computing industry, such as big data analysis and management, artificial intelligence and machine deep learning, high-performance computing professional scientific applications, etc., which led to increase need of high-tech content and customized server specifications of products and service. This made the no-brand manufacturers have a great opportunity to compete with renown brand server company in the server industry.
    As the world impacted by COVID-19 since 2020, it has accelerated the full launch of digital service life applications such as distance learning and medical treatment, remote work and conference, and online shopping. Not only the world`s well-known cloud service providers have increased their investment plans for server farm equipment, but also telecommunications service and network application service providers in various regions have rapidly expanded their server farm facilities, increasing the demand for the global server market. An estimated annual growth rate on supply demand for the no-brand server market in the next 5 years will exceed 10%, while the growth rate of branded servers is less than 5%, even in a declining trend.
    Being optimistic with the growing demand of the no-brand server industry, many PC related manufacturers in Taiwan also invested in the competing no-brand server industry supply chain. Although Taiwan`s foundries have the advantage of product research and development, technical capabilities, plants, production equipment, low labor costs, etc., they can’t master the key technical areas of server. It will be a serious challenge for the no-brand server companies to support the various functional and changeable needs from professional customers, respond to small number of diversified changes by customer request and thrive for the greatest benefit of the company. This paper studies and analyzes the behavior and methodology of the enterprise business strategy for the no-brand server market in a qualitative manner. For case study, the S company which focused on server products and services as the core business, investigating the company various decision-making directions and operational results of its business strategy, maintaining a competitive advantage position in the market, and the company`s concern in future development, finally advise its long-term business development suggestions, hoping to provide reference and comparison for the no-brand server market for interested professional.
    參考文獻: 參考文獻
    中文書籍:
    王淑芬,(2015),企業評價 二版,台北市 : 華泰文化。
    司徒達賢,(2001)。策略管理新論。台北市 : 智勝文化公司。
    吳思華,(2000)。策略九說。台北市 : 臉譜出版社。
    邱志聖,(2014)。策略行銷分析: 架構與實務應用 四版。台北市 : 致勝文化公司。

    投資報告:
    吳宗翰,(2021)。〈產業分析-伺服器產業〉。出版地: 國泰證期研究部。
    高啟瑋,(2020)。〈伺服器產業 2H20-2021白牌伺服器下游展望仍佳〉。出版地: 元大投顧。

    英文書籍:
    Alexander Osterwalder, Yves Pigneur, Tim Clark, (2010). Business Model Generation: A handbook for visionaries, game changers, and challengers,Strategyzer series. Hoboken, NJ: John Wiley & Sons. ISBN 9780470876411.
    Kotler Philip, (2000). Marketing Management 10th edition, Englewood Cliffs, NJ: Prentice Hall.
    Michael E. Porter, (1998). Competitive Strategy: Techniques for Analyzing and Competitors, Glencoe: Free Press.

    期刊:
    Barney J., (1991). Firm resources and sustained competitive advantage,Journal of Management Vol.12, pp. 49-68.
    Michael E. Porter, (1996). What is strategy ?, Harvard Business Review Nov./Dec. 1996, pp. 61-78.

    網際網路:
    Alexander Osterwalder, (2005/11/05), What is a business model ? business-model-design.blogspot.com, Retrieved April 03 2022, from: https://www.strategyzer.com/blog/what-is-a-business-model.html, Archived from original on Dec. 13 2006.
    Brandy Betz, (2019/08/30), SMCI delays annual filing, Retrieved Feb. 24 2022, from: https://seekingalpha.com/news/3496004-smci-delays-annual-filing.html
    Dion Harris, (2020/06/22), Green light! TOP500 speed up, saves energy with NVIDIA, Retrieved Jan. 02 2022, from: https://blogs.nvidia.com/blog/2020/06/22/top500-isc-supercomputing/.html
    Earl Joseph, (2019/11/19), Hyperion research update SC19, Retrieved Jan. 06 2022, from: https://hyperionresearch.com/wp-content/uploads/2019/11/Hyperion-Research-SC19-Breakfast-Briefing-Presentation-Nov-19-2019.pdf
    Needham, Mass., (2021/06/10), Worldwide server market revenue grew 12.0% Year over Year in the first quarter of 2021 according to IDC, Retrieved Mar. 25 2022, from: https://www.idc.com/getdoc.jsp?containerId=prUS47961621.html
    Needham, Mass., (2021/09/09), Worldwide server market revenue declined 2.5% Year over Year in the second quarter of 2021 according to IDC, Retrieved Mar. 25 2022, from: https://www.idc.com/getdoc.jsp?containerId=prUS48221821.html
    Supermicro, Annual reports, Retrieved March 18 2022, from: https://ir.supermicro.com/financials/annual-reports/default.aspx
    Supermicro,產品介紹,上網日期2022年03月16日,檢自: https://www.supermicro.com/zh_tw/home.html
    Supermicro,解決方案,上網日期2022年03月16日,檢自: https://www.supermicro.com/zh_tw/home.html
    Supermicro,解決方案: HPC,上網日期2022年03月16日,檢自: https://www.supermicro.com/zh_tw/solutions/high-performance-computing.html
    Supermicro,解決方案: Liquid Cooling,上網日期2022年03月16日,檢自: https://www.supermicro.com/zh_tw/solutions/liquid-cooling.html
    Supermicro網站,5G、IOT和邊緣運算,上網日期2022年01月02日,檢自: https://www.supermicro.com/zh_tw/home.html
    Yahoo! Finance, SMCI analysis, Retrieved March 18 2022, from:  https://finance.yahoo.com/quote/SMCI/analysis?p=SMCI.html
    吳凱中,(2021/08/09),全球伺服器Q2出貨季增9.2% Q3將季增13.3%,上網日期2022年01月05日,檢自: https://udn.com/news/story/7240/5660778.html
    翁毓嵐,(2021/01/10),伺服器回溫 台廠大進補,上網日期2022年01月06日,檢自: https://ctee.com.tw/news/tech/400064.html
    豹投資,(2021/07/31),產業: 伺服器產業,上網日期2022年01月05日,檢自: https://www.above.tw/blog/2021/07/31/產業:伺服器產業/.html
    財報狗,HPE成長力分析,上網日期2022年03月18日,檢自: https://statementdog.com/analysis/HPE/revenue-growth-rate.html
    財報狗,HPE獲利能力,上網日期2022年03月18日,檢自: https://statementdog.com/analysis/HPE/profit-margin.html
    財報狗,S公司成長力分析,上網日期2022年03月18日,檢自: https://statementdog.com/analysis/SMCI/revenue-growth-rate.html
    財報狗,S公司財務報表,上網日期2022年03月18日,檢自: https://statementdog.com/analysis/SMCI/e-report.html
    財報狗,S公司獲利能力,上網日期2022年03月18日,檢自: https://statementdog.com/analysis/SMCI/profit-margin.html
    陳清稱,(2019/07/10),SWOT 分析怎麼做? 4個面向,為企業和個人指出成功模式 !,上網日期: 2022年03月18日,檢自: https://www.managertoday.com.tw/glossary/view/15?.html
    黃亦筠,吃下Google、臉書、亞馬遜、微軟8成訂單,伺服器王國在台灣!,上網日期2022年01月05日,檢自: https://www.cw.com.tw/article/5102769?template=transformers.html
    龔明德,5年預測: 雲端、5G白牌、新CPU助長下 2021~2026年全球伺服器出貨CAGR將達6.9%,上網日期2022年01月05日,檢自: https://www.digitimes.com.tw/tech/rpt/rpt_show.asp?cnlid=3&cat=SVR&v=20210929-224.html
    描述: 碩士
    國立政治大學
    經營管理碩士學程(EMBA)
    109932015
    資料來源: http://thesis.lib.nccu.edu.tw/record/#G0109932015
    資料類型: thesis
    DOI: 10.6814/NCCU202201204
    顯示於類別:[經營管理碩士學程EMBA] 學位論文

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