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https://nccur.lib.nccu.edu.tw/handle/140.119/152747
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| Title: | AI伺服器市場的供應鏈競爭策略研究
A Study of Supply Chain’s Competitive Strategy in AI Server Market |
| Authors: | 游世瑄
Yu, Owen |
| Contributors: | 吳文傑
Jack Wu
游世瑄
Owen Yu |
| Keywords: | AI伺服器
電子零件
供應鏈
雲端服務供應商
競爭策略
Competitive Strategy
AI Server
Electronic components
Supply chain
Cloud Service Provider |
| Date: | 2024 |
| Issue Date: | 2024-08-05 13:46:43 (UTC+8) |
| Abstract: | In recent years, with the flourishing development of artificial intelligence (AI), 5G communication and Edge computing, it has driven engineering upgrades, expanded manufacturing capabilities and creating higher value-added server and data center. Particularly, the widespread adoption of ChatGPT and Generative AI application has spurred cloud service providers (CSPs) to actively develop AI servers and customized chip, providing not only new manufacturing opportunity to Taiwan ODM but also driving the supply chains to develop the most advanced electronic components to achieve the fastest speed specification in the Information Communication Technology (ICT) markets. Taiwan ODMs dominates worldwide server manufacturing and shipment and have been cooperated with of cloud service providers (CSPs) in server industry. Supply chain also plays n significant role in AI server to offer the most advanced solution into AI server such as Nvidia, Samsung, Delta, TE Connectivity, etc.
This study utilizes a qualitative case analysis method to research literature which mainly focus on the eco system of AI servers and the development direction of CSPs and supply chain, delving into discussions on competitive strategies. The research includes macroeconomic PEST analysis, five force analysis and competitive strategy to examine the competitive strategy of AI server’s supply chain to grow with AI server trend.
In recent years, with the flourishing development of artificial intelligence (AI), 5G communication and Edge computing, it has driven engineering upgrades, expanded manufacturing capabilities and creating higher value-added server and data center. Particularly, the widespread adoption of ChatGPT and Generative AI application has spurred cloud service providers (CSPs) to actively develop AI servers and customized chip, providing not only new manufacturing opportunity to Taiwan ODM but also driving the supply chains to develop the most advanced electronic components to achieve the fastest speed specification in the Information Communication Technology (ICT) markets. Taiwan ODMs dominates worldwide server manufacturing and shipment and have been cooperated with of cloud service providers (CSPs) in server industry. Supply chain also plays n significant role in AI server to offer the most advanced solution into AI server such as Nvidia, Samsung, Delta, TE Connectivity, etc.
This study utilizes a qualitative case analysis method to research literature which mainly focus on the eco system of AI servers and the development direction of CSPs and supply chain, delving into discussions on competitive strategies. The research includes macroeconomic PEST analysis, five force analysis and competitive strategy to examine the competitive strategy of AI server’s supply chain to grow with AI server trend. |
| Reference: | [1] Charles W. L. Hill, Melissa A. Schilling, Gareth R. Jones (2017)。策略管理
[2] Chris Miller (2023) 。晶片戰爭：矽時代的新賽局，解析地緣政治下全球最關鍵科技的創新、商業模式與台灣的未來
[3] 陳牧蜂 (2024)。MIC。AI資料中心市場發產與關鍵議題
[4] 陳牧蜂 (2024)。MIC。2023年伺服器產業發展現況暨關鍵議題
[5] 蕭聖倫 (2024)。DIGITIMES。2023~2028年全球伺服器出貨CAGR估6%
[6] 蕭聖倫 (2024)。生成式AI發展將快速推升雲端推論需求
[7] 商業周刊 (2024)。AI隱形冠軍在台灣。第1875期
[8] 商業周刊 (2024)。黃仁勳AI台灣隊出列。第1908期
[9] 陳郁欣 (2019)。中美貿易戰爭對台灣進出口的影響 : 以電子零組件為例
[10] NVIDIA AI Summit (https://www.nvidia.com/gtc/keynote )
[11] AI Supply Chain Tracker, Morgan Stanley 2024March
[12] Datacenter Market Insights-ODM Direct, Morgan Stanley 2024March
[13] Asia Server, PC, and Smartphone global market research, NOMURA 2024March
[14] Server Manufacturing Levels Defined, 2017.
[15] U.S. curbs export of more AI chips, including Nvidia H800, to China
[16] Nvidia GB200 Archiecture.
[17] Nvidia GB200 NVL72
[18] Data Center’s power conversion
[19] High-End AI Server Demand from North America’s Top Four CSPs Expected to Exceed 60% in 2024, Says TrendForce
[20] U.S. curbs export of more AI chips, including Nvidia H800, to China
[21] Gen AI, HPC to fuel HBM market growth.
[22] INSTITUTE FOR STRATEGY & COMPETITIVENESS
[23] PESTEL Analysis theory
[24] 2024 Taiwan ICT market trend analysis
[25] Taiwan New Southbound Policy |
| Description: | 碩士
國立政治大學
國際經營管理英語碩士學位學程(IMBA)
111933027 |
| Source URI: | http://thesis.lib.nccu.edu.tw/record/#G0111933027 |
| Data Type: | thesis |
| Appears in Collections: | [國際經營管理英語碩士學程IMBA] 學位論文
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| 302701.pdf | | 2009Kb | Adobe PDF | 0 | View/Open |
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