簡易檢索 / 詳目顯示

研究生: 朱倩儀
Chu, Chien-I
論文名稱: 成長路徑的抉擇-以乙太網路交換機為例
The Choice of Growth Path-The Case of Ethernet Switch
指導教授: 印永翔
Ying, Yung-Hsiang
學位類別: 碩士
Master
系所名稱: 高階經理人企業管理碩士在職專班(EMBA)
Executive Master of Business Administration
論文出版年: 2020
畢業學年度: 108
語文別: 中文
論文頁數: 39
中文關鍵詞: 乙太網路交換機白牌破壞性創新5G資料中心電信營運商
英文關鍵詞: Ethernet Switch, White-box, Disruptive Innovation, 5G, Datacenter, Telecom Operator
DOI URL: http://doi.org/10.6345/NTNU202000715
論文種類: 學術論文
相關次數: 點閱:161下載:5
分享至:
查詢本校圖書館目錄 查詢臺灣博碩士論文知識加值系統 勘誤回報
  • 乙太網路交換機是網路發展全球化的重要幕後推手,它對於網路的重要性就像齒輪之於發電機。網路對於生活的不可或缺性已經不僅止於休閒,在後工業時代人們不論是工作或娛樂對它的依存度尤其高,加上全球正迎接第五代行動通訊系統 (簡稱:5G)的來臨,資料中心與電信業者在5G世代中扮演著舉足輕重的角色,因此乙太網路交換機與其之關聯性更顯重要。台灣廠商是全球乙太網路交換機主要生產的來源之一,這也代表台灣的製造能力對於全球網路發展的關鍵性。除了現有的代工模式外,白牌乙太網路交換機帶來的破壞性創新商業模式是否在未來能更廣泛被採用,並幫助台灣在電子製造業中地位的鞏固與提升,這是一個值得探討的課題。
    本研究採用質性研究中的半結構式訪談目前台灣主要生產乙太網路交換機的製造商,一併來探討乙太網路交換機在5G世代下的商機。主要研究理論架構是以Ylimäki (2014) 最終端客戶與製造商的合作模式為依據,探討乙太網路交換機未來成長可能的發展策略與商業模式。期待此研究可以為台灣乙太網路交換機製造商帶來實用的建議,讓台灣做出其產品特色與價值。

    Ethernet Switch is the key driver of Internet globalization. Its importance to the Internet globalization is as much as gearwheels to an electricity generator. It is now an indispensable part of our life, not only for work but also for leisure activities. It also plays a vital role in supporting datacenters and telecom operators that are both major players regarding the 5th Generation technology. This study focuses on the business models used by manufacturers in Taiwan, as Taiwan is a main source for manufacturing Ethernet Switch in the world. In additional to the existing OEM and ODM models, this study also looks into the innovative disruption effects brought by the white-box business model. This is to discuss the likelihood for this new business model to become more popular in the near future, and to see if this further helps to promote and stabilize the global status of Taiwan’s manufacturing industry.
    This study uses semi-structured interview, a qualitative research approach, to discuss the business opportunities of Ethernet switch in the 5G generation. The main theoretical framework used in the study is based on the supplier-customer collaboration on product development as described by Ylimaki (2014). Based on the framework, the study investigates Taiwan’s growth path and business models in the coming years, in order to find practical suggestions that will allow manufacturers in Taiwan to make their mark in the world with high quality and unique Ethernet Switches.

    第一章 緒論 1 第一節 研究背景與動機 1 第二節 研究目的 3 第三節 研究對象 3 第四節 研究流程 4 第二章 文獻回顧與產業背景介紹 5 第一節 乙太網路交換機介紹 5 第二節 文獻回顧與乙太網路交換機產業現況 6 第三節 5G與乙太網路交換機 13 第三章 研究方法 15 第一節 研究架構 15 第二節 質性研究與訪談 15 第三節 研究限制 16 第四章 研究結果與分析 17 第一節 白牌乙太網路交換機與5G的關聯性 17 第二節 訪談與資料分析 20 第三節 驗證乙太網路交換機的白牌破壞性創新理論 28 第五章 結論與建議 30 第一節 研究發現與結論 30 第二節 後續研究建議 33 參考文獻 34

    一、 中文參考文獻
    1. 李書賢,2007。破壞性創新模式之研究。政治大學企業管理研究所學位論文, 1-67。
    2. 陳儀錚,2012。台灣伺服器代工產業價值鏈的破壞與重組。政治大學管理碩士學程
    (AMBA)學位論文, 1-79.。
    3. Clayton M. Christensen(2000)。創新的兩難:企業面對新科技的掙扎與抉擇(吳凱琳
    譯)。台北市:商周出版。(原著第一版出版於1997年)
    4. Michael E. Porter(1996)。國家競爭優勢(上) The Competitive Advantage of Nations(李明
    軒,邱如美,譯)。台北市:天下文化出版。(原著第一版出版於1990年)

    二、 英文參考文獻
    1. Callahan, J., and Lasry, E. (2004). The importance of customer input in the development of
    very new products. R&D management, 34 (2): 107-120.
    2. Dyer, J., and Singh, H. (1998). The relational view: cooperative strategy and sources of inter-
    organizational competitive advantage, Academy of Management Review, 23 (4), 660-679.
    3. Danneels, Erwin (2004). Disruptive Technology Reconsidered: A Critique and Research
    Agenda, Journal of Product Innovation Management, 21(4):246-258.
    4. Frishammar, J., and Horte, S. A. (2005). Managing external information in manufacturing firms:
    The impact on innovation performance. Journal of Product Innovation Management, 22
    (3): 251-266.
    5. Häkansson, H. (1987). Industrial technological development: A network approach. London: Croom Helm.
    6. Ittner, C, D., and Larcker, D. (1997). Product development cycle time and organizational
    performance, Journal of Marketing Research, 34 (1): 13-23.
    7. Johnsen, T., Phillips, W., Caldwell, N., and Lewis, M. (2006). Centrality of customer and
    supplier interaction in innovation, Journal of Business Research, 59 (6): 671-678.
    8. Johnsen, T. (2009). Supplier involvement in new product development and innovation: Taking
    stock and looking of the future, Journal of Purchasing and Supply Management, 15 (3):
    187-197.
    9. Kaulio, M, a. (1998). Customer, consumer and user involvement in product development: A
    framework and a review of selected methods. Total Quality Management, 9 (1): 141-149.
    10. Makri, M., Hitt, M., and Lane, P. (2010). Commentary technologies, knowledge relatedness, and
    invention outcomes in high technology mergers and acquisitions. Strategic management
    journal, 31 (6), 602-628. Takeuchi, H., and Nonaka, I. (1986). The new product
    development game. Harvard Business Review, 64 (1): 137-147.
    11. Sakakibara, M. (1997). Heterogeneity of firm capabilities and cooperative research and
    development: An empirical examination of motives. Strategic Management Journal, 18
    (S1): 143-164.
    12. Steenkamp, J. (2017). Global marketing mix decisions: global integration, not standardization.
    In Global Brand Strategy : Springer.
    13. Ylimäki, J. (2014). A dynamic model of supplier–customer product development collaboration
    strategies. Industrial Marketing Management, 43(6), 996-1004.
    14. Ziger, B, J., and Hartley, J. L. (1994) A conceptual model of product development cycle time.
    Journal of Engineering and Technology Management, 11 (3-4): 229-251.

    三、 網路參考資料
    1. 快熱資訊 (2020年3月27日)。雁行理論。http://www.cndpushshare.com/mess/37302.html
    2. 明泰科技 (2020年3月27日)。https://www.alphanetworks.com/
    3. 財經新報 (2019年7月24日)。貿易風險仍大,IMF再降全球經濟預測,2019成長3.2%。https://finance.technews.tw/2019/07/24/imf-lower-global-economic-forecast/
    4. 智邦科技 (2020年3月27日)。https://www.accton.com.tw/
    5. 愛立信 (2019年12月4日)。《愛立信行動趨勢報告》:2025年底,全球5G用戶將達
    到26億。https://www.ericsson.com/zh-tw/press-releases/2/2019/12/20191204-ericsson-report
    6. 嘉義大學開放式課程。區域網路的主流-乙太網路 (Ethernet)。http://opencourse.ncyu.edu.tw/ncyu/file.php/15/week03/%E4%B9%99%E5%A4%AA%E7%B6%B2%E8%B7%AF.pdf
    7. 廣達電腦 (2020年3月27日)。https://www.quantatw.com/quanta/chinese/
    8. Bloomberg. June 01, 2019. IDC's Worldwide Ethernet Switch and Router Trackers Show Solid Growth in Both Markets for Q1 2019.
    https://www.bloomberg.com/press-releases/2019-05-31/idc-s-worldwide-ethernet-switch-and- router-trackers-show-solid-growth-in-both-markets-for-q1-2019
    9. Business Wire. March 08, 2016. Worldwide Ethernet Switch Market and Enterprise and Service Provider Router Market Post Positive Results for the Fourth Quarter and Full Year 2015, According to IDC. https://www.businesswire.com/news/home/20160308005354/en/Worldwide-Ethernet-Switch-Market-Enterprise-Service-Provider
    10. Business Wire. March 09, 2017. IDC's Worldwide Quarterly Ethernet Switch and Router Trackers Show Slight Yet Continuous Growth for 4Q2016 and Full-Year 2016.
    https://www.businesswire.com/news/home/20170309006117/en/IDCs-Worldwide-Quarterly-Ethernet-Switch-Router-Trackers
    11. Business Wire. March 05, 2018. IDC's Worldwide Quarterly Ethernet Switch and Router Trackers Show Modest, Continued Growth for Fourth Quarter and Full Year 2017. https://www.businesswire.com/news/home/20180305005404/en/IDCs-Worldwide-Quarterly-Ethernet-Switch-Router-Trackers `
    12. Business Wire. July 10, 2020. The O-RAN Alliance and The Telecon Infra Project (TIP) Reach New Level of Collaboration for Open Radio Access Networks.
    https://www.businesswirechina.com/hk/news/42859.html
    13. Cisco. Cisco MDS 9100 Series Multilayer Fabric Switches https://www.cisco.com/c/en/us/products/storage-networking/mds-9100-series-multilayer-fabric-switches/index.html
    14. CAN (2019/10/15)。IMF下修全球經濟成長為3% 創10年新低。
    https://www.cna.com.tw/news/firstnews/201910155007.aspx
    15. Delta. May 15, 2015. Bare metal/White box: Solutions for Open Hyperscale Data Center.
    https://agema.deltaww.com/blog_con.php?id=85
    16. DIGITIMES. July 10, 2020. 開放式網路產業聲量漸增 美對中產業鏈圍堵反有利加速ORAN市場化步調。https://www.digitimes.com.tw/tech/rpt/rpt_show.asp?cnlid=3&cat=5GF&v=20200709-157&n=1
    17. EMF Explained 2.0. April 02, 2020. WHAT WILL 5G ENABLE? http://www.emfexplained.info/?ID=25916
    18. ICT Business. March 07, 2018. Switches and Routers Show Continued Growth in 4Q17 and Full Year 2017. https://www.ictbusiness.biz/analysis/switches-and-routers-show-continued-growth-in-4q17-and-full-year-2017
    19. IDC. September 06, 2019. IDC Trackers Show Moderate Growth in Worldwide Ethernet
    Switch and Router Markets in Q2 2019.
    https://www.idc.com/getdoc.jsp?containerId=prUS45487019
    20. IDC. June 15, 2020. Share of the global Ethernet switch market by vendor from Q1 '11 to Q1 '20.
    https://www.statista.com/statistics/235289/global-ethernet-switch-revenue-market-share- by-vendors/
    21. IEEE Communications Society. March 14, 2020. O-RAN Alliance, Telecom Infra Project (TIP) & OCP Telco may open up telecom equipment market to new entrants. https://techblog.comsoc.org/2020/03/14/o-ran-alliance-telecom-infra-project-tip-ocp-telco-may-open-up-telecom-equipment-market-to-new-entrants/
    22. iThome (2016年02月23日)。Facebook發起開放電信網路設備計畫,推動電信版OCP
    共享設計。https://www.ithome.com.tw/news/104053
    23. iThome (2020年02月07日)。5G趨勢月報第3期:美電信巨頭AT&T計畫2020年底
    達75%全網虛擬化的目標。https://ithome.com.tw/news/135713
    24. Lightwave. March 24, 2020. 2019 hyperscale data center spending growth exceeds capex
    growth: Synergy Research. https://www.lightwaveonline.com/business/market-
    research/article/14172682/2019-hyperscale-data-center-spending-growth-exceeds-capex-
    growth-synergy-research
    25. Markets and Markets. March 29, 2020. Attractive Opportuntites in 5G infrastructure Market. https://www.marketsandmarkets.com/Market-Reports/5g-technology-market- 202955795.html
    26. Microsemi. March 29, 2020. 5G / LTE: Designing and Deploying HetNet Infrastructure.
    https://www.microsemi.com/applications/communications/mobile-infrastructure
    27. Mission Critical. March 05, 2018. Report: DC Ethernet Market To Be Boosted By The Cloud.
    https://www.missioncriticalmagazine.com/articles/90021-report-dc-ethernet-market-to-be-boosted-by-the-cloud
    28. Travel Wire News. January 29, 2018. 400GbE to Drive the Majority of Data Center
    Ethernet Switch Bandwidth Within Five Years, Forecasts Crehan Research. https://travelwirenews.com/400gbe-to-drive-the-majority-of-data-center-ethernet-switch-bandwidth-within-five-years-forecasts-crehan-research-677554/

    下載圖示
    QR CODE