Loading...
|
Please use this identifier to cite or link to this item:
https://nccur.lib.nccu.edu.tw/handle/140.119/159130
|
| Title: | Arm在AI產業中的策略定位：五力分析與動態競爭理論觀點
Strategic Positioning of Arm in the AI Industry: Perspectives from Five Forces Analysis and Competitive Dynamics |
| Authors: | 李仁弘
Lee, Jen-Hung |
| Contributors: | 黃國峯
陳怡安
Huang, Kuo-Feng
Chen, Yi-An
李仁弘
Lee, Jen-Hung |
| Keywords: | Arm
生成式人工智慧
雲端伺服器
波特五力分析
動態競爭理論
Arm
Generative Artificial Intelligence
Data Center
Porter's Five Forces
Competitive Dynamic |
| Date: | 2025 |
| Issue Date: | 2025-09-01 15:15:08 (UTC+8) |
| Abstract: | 本研究聚焦於探討全球矽智財（Silicon IP）領導企業Arm Holdings，在生成式人工智慧（AI）技術快速崛起的背景下，如何透過策略調整以維持其競爭優勢。本文採用波特五力分析與動態競爭理論，從產業結構與企業內部資源整合雙重視角，深入解析Arm的市場地位變化與策略應對。研究結果指出，儘管Arm於行動裝置市場中憑藉技術領先與生態系統優勢建立了穩固基礎，但面對資料中心、邊緣運算等新興AI應用領域的轉型挑戰，其原有優勢需進行適應性調整與深化。特別是在開源指令集架構RISC-V的興起後，以及Intel與AMD在伺服器晶片市場的積極競逐，對Arm構成實質威脅。基於此，本文建議Arm應強化軟硬體協同設計能力，深化與主要雲端服務供應商及生態系夥伴的合作，並加速推動針對AI與HPC應用之架構創新，以鞏固其在全球運算基礎設施領域的戰略地位。
This study investigates how Arm Holdings, a global leader in silicon intellectual property (Silicon IP), adapts its strategies to sustain competitive advantage amid the rapid rise of generative artificial intelligence (AI) technologies. Employing Porter’s Five Forces framework and Competitive Dynamic theory, the research explores Arm’s evolving market position from both an industry structure and internal resource integration perspective. The findings reveal that although Arm has established a solid foundation in the mobile device market through its technological leadership and ecosystem strength, the emergence of AI applications in data centers and edge computing presents new strategic challenges. In particular, the rise of the open-source RISC-V architecture and the intensified competition from Intel and AMD in the AI server chip market pose significant threats. This paper suggests that Arm should enhance its hardware-software co-design capabilities, deepen collaboration with major cloud service providers and ecosystem partners, and accelerate architectural innovation tailored for AI and high-performance computing (HPC) to reinforce its strategic position in the global computing infrastructure landscape. |
| Reference: | 方明、曾宇平（2024）。英特爾掰了基辛格 對台積電是福還是禍？，工商時報，https://www.ctee.com.tw/news/20241205701026-430704，擷取日期：2025年4月27日
包永剛（2023）。為什麼英偉達、AWS、阿里都喜歡Arm的服務器CPU？，雷峰網，https://www.leiphone.com，擷取日期：2025年4月25日
何雨婕（2025）。AI的永續兩難：科技推進與能源代價的平衡之道，CSROne，https://csrone.com/topics/9273，擷取日期：2025年7月20日
林宏文（2024）。英特爾落敗大家可以學到什麼教訓？，CIO. Taiwan，https://www.cio.com.tw/what-lessons-can-we-learn-from-intels-defeat/，擷取日期：2025年4月27日
林宸誼（2025）。陸突破美封鎖 強推 RISC-V 晶片，經濟日報，https://money.udn.com/，擷取日期：2025年6月12日
邱憶惠（1999）。個案研究法：質化取向。教育研究，7，頁113-127。
季晶晶、黃淑玲、劉忠勇、吳凱中（2024）。微軟推最強 AI PC 採用高通的安謀架構處理器，經濟日報，https://money.udn.com，擷取日期：2025年5月12日
洪慧芳（譯）（2023）。《晶片戰爭》。台北市：天下雜誌。（Miller, C., 2022）
陳怡如（2024）。臺灣半導體產值今年破5兆。工業技術與資訊月刊，第391期，頁24-26。
郭妍希（2024）。傳三星二代3奈米良率僅20%、連韓企都投靠台積電，MoneyDJ，https://www.moneydj.com，擷取日期：2025年4月9日
陳明哲（2012）。察覺－動機－能力：細解AMC分析法（一），哈佛商業評論，https://www.hbrtaiwan.com/article/12154/about-amc-1，擷取日期：2025年4月16日
張庭瑜（2016）。進軍物聯網？傳軟銀將以234億英鎊買下ARM，數位時代，https://www.bnext.com.tw/article/40232/BN-2016-07-18-122908-218，擷取日期：2025年7月3日
黃燁鋒（2025）。RISC-V生態發展及未來走向，EE Times Taiwan，https://www.eettaiwan.com，擷取日期：2025年4月27日
楊晨欣（2018）。可幫客戶減少45%成本！亞馬遜AWS推出首款自家設計的ARM晶片，數位時代，https://www.bnext.com.tw，擷取日期：2025年4月9日
經濟部產業發展署智慧電子產業計劃推動辦公室（2025）。IC 封測產業排名，https://www.sipo.org.tw/industry-overview/industry-ranking/item/4033-ic-packaging-and-testing-industry-ranking.html，擷取日期：2025年5月9日
魏鑫陽（2024）。安謀與高通為此槓上！矽智財是什麼？概念股有哪些？，遠見，https://www.gvm.com.tw/article/117178，擷取日期：2025年4月9日
CSROne（2025）。綠色 AI 的驅動者：Arm 技術如何塑造更節能的未來， https://csrone.com/news/9271，擷取日期：2025年4月26日
Reccessary（2025）。AI的永續兩難：科技推進與能源代價的平衡之道，https://www.reccessary.com，擷取日期：2025年7月2日
TrendForce（2025）。TrendForce：2024年全球前十大IC設計業者營收合計年增49%，NVIDIA囊括半數占比，https://www.trendforce.com.tw/，擷取日期：2025年6月29日
Alsop, T. (2025). AI chips – statistics & facts. Statista. Retrieved Mar 17, 2025, from: https://www.statista.com/topics/6153/artificial-intelligence-ai-chips/
Chen, M. J. (1995). Speed, Stealth, and Selective Attack: How Small Firms Differ from Large Firms in Competitive Behaviour. The Academy of Management Journal. Vol. 38, No. 2. pp.453-482.
Chen, M. J. (1996). Competitor Analysis and Interfirm Rivalry: Toward a Theoretical Integration. The Academy of Management Review. Vol. 21, No. 1. pp.100-134.
Chen, M. J. & Miller D. (1994). Competitive Attack, Retaliation and Performance: And Expectancy-Valence Framework. Strategic Management Journal. Vol. 15, No. 2. pp.85-102.
Cherney, M. A. (2025). Exclusive: Arm expects its share of data center CPU market sales to rocket to 50% this year. Reuters. Retrieved April 25, 2025, from: https://www.reuters.com/technology/arm-expects-its-share-data-center-cpu-market-sales-rocket-50-this-year-2025-03-31/
Coulter, M. (2024). Japan's SoftBank acquires British AI chipmaker Graphcore. Reuters. Retrieved June 30, 2025, from: https://www.reuters.com/
Duffy, C. (2025). Trump announces a $500 billion AI infrastructure investment in the US. Retrieved June 30, 2025, from: https://edition.cnn.com/
Esteve, E. (2024). Semi Market Decreased by 8% in 2023… When Design IP Sales Grew by 6%!. SemiWiki. Retrieved April 25, 2025, from: https://semiwiki.com/
Esteve, E. (2025). Design IP Market Increased by All-time-high: 20% in 2024!. SemiWiki. Retrieved June 19, 2025, from: https://semiwiki.com/ip/354823-design-ip-market-increased-by-all-time-high-20-in-2024/
Gao, Y., Liu, S. & Yang, L. (2025). Artificial intelligence and innovation capability: A dynamic capabilities perspective. International Review of Economics and Finance. Vol. 98. pp.1-17.
Heaton, J. (2004). Reworking qualitative data. SAGE Publications.
Huang, K. F., Wu. L. Y., Dyerson, R. & Chen, C. F. (2012). How Does a Technological Firm Develop Its Competitive Advantage? A Dynamic Capability Perspective. IEEE Transactions On Engineering Management. Vol. 59, No. 4. pp.644-653.
Johnston, M. (2014). Secondary data analysis: A method of which the time has come. Qualitative and Quantitative Methods in Libraries. 3(3). pp.619–626.
McKinsey & Company. (2025). Procurement power plays: Getting strategic about cloud. Retrieved from July 18, 2025, from: https://www.mckinsey.com
Nellis, S., Bridge A. (2025). SoftBank buys chipmaker Ampere Computing for $6.5 billion, deepening AI bet. Reuters. Retrieved from June 30, 2025, from: https://www.reuters.com/markets/deals/softbank-group-acquire-ampere-computing-65-billion-deal-2025-03-19/?utm_source=chatgpt.com
Patton, M. Q. (1999). Enhancing the quality and credibility of qualitative analysis. Health Services Research, 34(5 Pt 2), pp.1189–1208.
Porter, M. E. (1980). Competitive strategy: Techniques for analyzing industries and competitors. New York, NY: The Free Press.
Prahalad, C.K. and Hamel, G. (1990). The Core Competence of the Corporation. Harvard Business Review, pp.79-91.
Reuters (2025). Arm secures Meta as first customer for ambitious new chip project, FT reports. Retrieved April 25, 2025, from: https://www.reuters.com/technology/
Smith, K. G., Ferrier, W. J., & Ndofor, H. 2001.Competitive dynamics research: Critique and future directions. In M. Hitt, R. E. Freeman & J. Harrison (Eds.). Handbook of strategic management: 315361. London: Blackwell Publishers.
Spencer M. & Flaningam E. (2025). The AI Semiconductor Landscape. AI Supremacy. Retrieved July 14, 2025, from: https://www.ai-supremacy.com/
Stewart, D. W. & Kamins, M. A. (1993). Secondary research: Information sources and methods. SAGE Publications.
Teece, D. J., Pisano, G. & Shuen, A. (1997). Dynamic Capabilities and Strategic Management. Strategic Management Journal. Vol. 18, No. 7. pp.509-533.
TrendForce (2024). Semiconnductor foundries revenue share worldwide from 2019 to 2024, by quarter [graph]. Statista. Retrieved May 5, 2025, from: https://www.statista.com/statistics/
TrendForce (2024). SUMCO: Business with Key Memory Client Hit Hard by China’s Local Silicon Wafer Trend. Retrieved April 9, 2025, from: https://www.trendforce.com
TrendForce (2025). 4Q24 Global Top 10 Foundries Set New Revenue Record, TSMC Leads in Advanced Process Nodes, Says TrendForce. Retrieved May 5, 2025, from: https://www.trendforce.com/presscenter/news/20250310-12510.html
Wang, R. D. & Shaver, J. M. (2013). Competition-driven Repositioning. Strategic Management Journal. 35(11). pp.1585-1604.
West, J. & Bogers, M. (2013). Leveraging External Sources of Innovation: A Review of Research on Open Innovation. Journal of Product Innovation Management. 31(4). pp.814-831.
World Economic Forum (2024). AI and energy: Will AI help reduce emissions or increase power demand? Here's what to know. Retrieved July 20, 2025, from: https://www.weforum.org/stories/2024/07/generative-ai-energy-emissions/
Yin, R. K. (2017). Case study research and applications: Design and methods (6th ed.). SAGE Publications. |
| Description: | 碩士
國立政治大學
企業管理研究所(MBA學位學程)
113363061 |
| Source URI: | http://thesis.lib.nccu.edu.tw/record/#G0113363061 |
| Data Type: | thesis |
| Appears in Collections: | [MBA Program] Theses
|
Files in This Item:
| File |
Description |
Size | Format | |
|---|
| 306101.pdf | | 2853Kb | Adobe PDF | 0 | View/Open |
|
All items in 政大典藏 are protected by copyright, with all rights reserved.
|
