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| Title: | 鋰電池模組廠跨足AI伺服器備援電池模組市場的競爭策略分析：以S公司為例
Competitive Strategies for Lithium Battery Module Manufacturers entering AI Server Backup Battery Unit Market : Case Study of Company S |
| Authors: | 蔡依紜
Tsai, I-Yun |
| Contributors: | 黃國峯
傅浚映
Huang, Kuo-Feng
Fu, Chun-Ying
蔡依紜
Tsai, I-Yun |
| Keywords: | BBU
AI伺服器
鋰電池模組
競爭策略
BBU
AI server
lithium battery module
competitive strategy |
| Date: | 2025 |
| Issue Date: | 2025-03-03 14:00:37 (UTC+8) |
| Abstract: | 本研究欲探討台灣鋰電池模組廠商跨足AI伺服器備用電池模組市場的可行性，以S公司為案例進行深入分析。在全球AI技術快速發展和數據中心需求激增的背景下，BBU (Battery Backup Unit) 市場呈現快速增長趨勢，為台灣電池模組廠商帶來新的發展機遇。
本研究採用質性研究方法，結合深度訪談和次級資料分析，運用PEST分析、五力分析、關鍵成功因素分析等工具，全面評估BBU市場的現況和S公司的競爭優勢。
研究結果顯示，S公司在BBU市場具有顯著的競爭優勢，包括強大的技術實力、優秀的產品性能和可靠性、敏銳的市場洞察力以及全球化的供應鏈布局。然而，S公司也面臨著來自現有競爭者的威脅和上游供應商的高議價能力等挑戰。
基於研究發現，本文提出了一系列策略建議，包括加強技術創新、優化全球供應鏈佈局、提升產品客製化能力、加強與關鍵供應商的戰略合作等，希望這些建議可幫助正在BBU市場中的企業們保持並強化其競爭優勢。
This study aims to explore the feasibility of Taiwanese lithium battery module manufacturers entering the AI server market, with a deep analysis of Company S as a case study. Against the backdrop of rapidly developing global AI technology and surging data center demand, the BBU (Battery Backup Unit) market is showing a rapid growth trend, bringing new development opportunities for Taiwanese battery module manufacturers.
This research adopts qualitative research methods, combining in-depth interviews and secondary data analysis, utilizing tools such as PEST analysis, Five Forces analysis, and key success factors analysis to comprehensively evaluate the current situation of the BBU market and Company S's competitive advantages.
The research results show that Company S has significant competitive advantages in the BBU market, including strong technical capabilities, excellent product performance and reliability, keen market insight, and a globalized supply chain layout. However, Company S also faces challenges such as threats from existing competitors and high bargaining power from upstream suppliers.
Based on the research findings, this paper proposes a series of strategic recommendations intended to help companies in the BBU market maintain and strengthen their competitive advantages. |
| Reference: | 中文文獻
1. 天下雜誌 (2024). 台灣AI供應鏈包括哪些公司？3張表看懂
取自：https://www.cw.com.tw/article/5125456
2. EDN Taiwan (2024). 實現不斷電智慧備用電池(I)：電氣和機械設計
取自：https://www.edntaiwan.com/20240904ta71-smart-battery-backup-for-uninterrupted-energy-part-1-electrical-and-mechanical-design/
3. Chroma (2023). 後疫情時代的遠距商機 - 伺服器BBU的崛起
取自：https://www.chromaate.com/tw/newsroom/news357
4. 李明軒、邱如美（譯）(1999). 競爭優勢（原作者：Michael E. Porter)，台北市：天下文化出版社（原著出版年：1985）
5. 公開資料觀測站 (無日期). 台灣證券交易所
取自：https://mops.twse.com.tw/mops/web/index
6.工具機與零組件雜誌 (2023). 鋰電池市場趨勢與台灣機會
取自：https://www.maonline.com.tw/article_inside.php?i=798
7.產業價值鏈資訊平台 (無日期). 能源元件產業鏈簡介
取自：https://ic.tpex.org.tw/introduce.php?ic=E000
8.財報狗 (無日期). 電池 (能源元件)產業
取自：https://statementdog.com/taiex/23-battery-industry
9. 中華經濟研究院（2024）第三季預測報告
取自：https://www.cier.edu.tw/
英文文獻
1. Ho, J.K.K. (2014). Formulation of a Systemic PEST Analysis for Strategic Analysis. European Academic Research, 2(5), 6478-6492.
2. Bruijl, G. H. T. (2018). The relevance of Porter's five forces in today's innovative and changing business environment. SSRN Electronic Journal.
3. Bullen, C. V., & Rockart, J. F. (1981). A primer on critical success factors. Center for Information Systems Research, Sloan School of Management, Massachusetts Institute of Technology.
4. Hofer, C. W., & Schendel, D. (1978). Strategy formulation: Analytical concepts. West Publishing.
5. Creswell, J. W. (2013). Qualitative Inquiry and Research Design: Choosing Among Five Approaches (3rd ed.). Sage Publications.
6. Hassan, N. F., Salman, A. J., & Hawas, A. T. (2022). The Blue Ocean Strategy And Its Role In Achieving Competitive Advantage. Journal of Positive School Psychology, 6(6), 1488-1503.
7. Global Market Insights (2024). Data Center Battery Market
from: https://www.gminsights.com/industry-analysis/data-center-battery-market
8. Market Research Future(2024). GLOBAL BACKUP POWER MARKET RESEARCH REPORT
9. Volta Foundation(2023). 2023 Battery Report
10. United States Trade Representative (USTR) (n.d.)
Retrieved from: https://ustr.gov/
11. International Monetary Fund (IMF). (2024). World Economic Outlook Report
12. Bloomberg New Energy Finance (BNEF). (2024). Annual Battery Report |
| Description: | 碩士
國立政治大學
企業管理研究所(MBA學位學程)
112363050 |
| Source URI: | http://thesis.lib.nccu.edu.tw/record/#G0112363050 |
| Data Type: | thesis |
| Appears in Collections: | [企業管理研究所（MBA學位學程）] 學位論文
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