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| Title: | Intel 和 AMD 之動態競爭— 個案研究與 Lotka-Volterra 模型的整合性分析
Dynamic competition of Intel and AMD— An Integrative Analysis of Case Studies and Lotka-Volterra models |
| Authors: | 高偉哲
Kao, Wei-Che |
| Contributors: | 許牧彥
高偉哲
Kao, Wei-Che |
| Keywords: | 動態競爭
Lotka-Volterra 模型
反托拉斯法
Dynamic competition
Lotka-Volterra model
Antitrust law |
| Date: | 2022 |
| Issue Date: | 2022-08-01 18:53:11 (UTC+8) |
| Abstract: | Intel和AMD為設計x86架構CPU的唯二大廠，雙方自1968年成立以來，便在市場策略上有許多交鋒，公司營運也有不少巨大波動，在2015年還曾面臨倒閉危機的AMD，卻在2022年2月市值短暫超越當時的Intel。台灣身為半導體產業大國，2022年的產值被預估為4.5兆美元，尤其晶圓代工龍頭的台積電市值一度進入世界前十大企業，在Intel和AMD皆為台積電重要利害關係人或客戶之下，台灣廠商需更審慎評估會影響產業脈動的競爭關係，以增強競爭力。
本研究以個案研究法針對Intel和AMD的CPU業務作為研究的對象和範圍，並以動態競爭理論的資源相似性概念，去描述雙方的動態競爭歷史，進一步分析發現Intel曾經很需要AMD來幫助自己進入新市場，而AMD曾利用反托拉斯法牽制住Intel的成長，並持續累積資源找尋反撲的機會，因此本研究針對Intel與AMD之間的動態競爭歷史進行深入的個案研究。為了解讀競爭事件始末的脈絡，本研究除了透過動態競爭理論加以解釋，另以Lotka-Volterra動態競爭模型探討雙方在個人電腦市場和伺服器市場的競爭狀態和自我成長能力，以及台積電如何影響雙方資源與優勢。本研究發現，在個人電腦市場中，AMD已經靠得到台積電製程這個重要資源後以及五十年累積的IC設計技術，與Intel進入純粹競爭的關係，但電腦產品已進入成熟期，不會是雙方未來的發展重點。而AMD在伺服器市場雖然相對還未有明顯成績，但已經轉為捕食者的領導地位，然而，在伺服器產品尚未進入成熟期之時，會是雙方積極部署資源去競爭的市場。
本研究之貢獻在於加入Lotka-Volterra動態競爭模型來對Intel和AMD的動態競爭進行整合性的分析，點出雙方在個人電腦市場和伺服器市場不同競爭關係的解析。另一方面，本文也融入了logistic模型和經濟學模型的概念，為Lotka-Volterra動態競爭模型的係數刻畫出更深的輪廓，讓台積電針對係數的數值，看到x86架構CPU的市場局勢，加以行動。
Intel and AMD are the only two major manufacturers that design x86architecture CPUs. Since their establishment in 1968, the two sides have had many confrontations on market strategies, and there have been many huge fluctuations in
history. AMD, which was facing the crisis of bankruptcy in 2015, but its market value briefly surpassed Intel in February 2022. Taiwan is a semiconductor kingdom with
high level technique and resources, our output value in 2022 is estimated to be 4.5 trillion US dollars. In particular, the market value of the leading wafer foundry TSMC, once entered the world`s top ten companies. Both Intel and AMD are important stakeholders or customers of TSMC. Therefore, Taiwanese manufacturers need to more carefully evaluate the competitive relationship that will affect the pulseof the industry to enhance the competitiveness of our country.
This research uses the case study method for the CPU business of Intel and AMD as the research object and scope, and uses the resource similarity concept of dynamic
competition theory to describe the dynamic competition history of the two CPU giants. Further analysis finds that Intel once needed AMD to help itself to enter new
markets, while AMD used antitrust laws to contain Intel`s growth and continued to accumulate resources to find opportunities to counterattack. This study conducts an
in-depth case study on the dynamic competition history between Intel and AMD. In order to interpret the context of the competition events, this study not only explains
the dynamic competition theory, but also uses the Lotka-Volterra dynamic competition model to explore the competition status and self-growth ability of the two
parties in the personal computer market and the server market, and how TSMC affects the resources of both parties. with advantages. This study found that in the PC market,
AMD has entered into a purely competitive relationship with Intel based on the important resource of TSMC`s process and IC design technology accumulated over 50 years. Although AMD has not yet achieved significant results in the server market, it has turned to the leading position as the predator. However, as the server market has not yet entered the mature stage, it will be a market where both Intel and AMD actively deploy resources to compete.
The contribution of this study is to add the Lotka-Volterra dynamic competition model to conduct an integrated analysis of the dynamic competition between Intel and AMD, and to point out the analysis of the different competitive relationships between the two sides in the PC market and the server market. On the other hand, this paper also incorporates the concepts of logistic model and economic model to draw a deeper outline for the coefficient of the Lotka-Volterra dynamic competition model, so that
TSMC can see the market situation of the x86 CPU based on the value of the coefficient and then take some actions. |
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| Description: | 碩士
國立政治大學
科技管理與智慧財產研究所
109364129 |
| Source URI: | http://thesis.lib.nccu.edu.tw/record/#G0109364129 |
| Data Type: | thesis |
| DOI: | 10.6814/NCCU202200733 |
| Appears in Collections: | [科技管理與智慧財產研究所] 學位論文
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