| 摘要: | 在全球化激烈的市場中，企業通常為了生存必須生存和強化競爭的優勢，而我國的伺服器，供應給許多國外的大廠牌，可以說是在世界上占有重要的地位。隨著伺服器產業近年來處於在轉變的過程，由於5G、雲端服務的需求增加，台灣的公司在伺服器產業占有可觀的重量。
本論文運用經濟學的「結構–行為–績效」（Structure-Conduct-Performance, S-C-P）架構理論，分析台灣伺服器產業的市場結構、廠商行為和產業績效，以及伺服器產業的發展近況，並對於代工，對伺服器的轉變及未來發展進行檢視，並提出相關的建議。
本文研究結果可說明如下。首先，就市場結構而言，發現我國的伺服器產業的結構為高度寡占的市場型態，且具有高規格、高技術的特色，新進者要進入此市場是非常困難。儘管如此，各廠商間的技術能力及產品品質相若，因此仍屬於競爭性很強的市場。就廠商行為言，藉由定價的差異及開發新的功能，提高的效能、提升產品的差異化及可利用併購手法，垂直整合形成規模經濟，為企業帶來更高的獲利。就產業績效而言，伺服器產業目前均能供應高效能運算及5G產品，因此都擁有高營收及高獲利。
透過對台灣伺服器產業的現況分析，本研究也提出如下建議以提供台灣我國伺服器產業參考。首先，從研發與創造著手，從被動的接受業者的所需的規格，更積極研發新的產品不同於市場上的功能；其次，強化軟、硬體的整合能力，台灣伺服器廠商見長於硬體開發，如能整合軟、硬體的能力，將可提升附加價值；最後，建立B2C商業模式，直接向普通客戶銷售產品，減少中間的伺服器者媒介，以提高利潤。;In a highly competitive globalization market, corporation usually have to strengthen their competitive edge for survival. In my country, domestic vendors supply server to many international tier one brands. So to speak, it plays an import role in the world. As the server industry has been in a state of transition in recent years, Taiwan corporations take possession of a considerable share due to 5G and clouding-service demand increasing.
This paper applies the framework of the economic theory (Structure-Conduct-Performance, S-C-P) to analyze the market structure, manufacturer′s behavior, industry performance and recent development in Taiwan′s server industry, meanwhile, for OEM/ODM, review the transformation and future development, as well as make the relevant suggestions for this industry.
The results of this study can describe as follows. First, from structure of market, Taiwan’s server industry is a highly oligopolistic market with high specifications and high technology, that it is very difficult for new competitor. Despite, manufacturers the technical capabilities and product quality are similar, so the market still is a highly competitive. From conduct of manufacturer, through the difference in pricing and bring the higher profits to corporation by developing new functions, improving performance, enhancing product differentiation, carrying out the mergers and acquisitions, to be end to form economy of scale with the vertical integration. From performance of industry, the server industry has high revenue and high profits by supply high-performance computing and 5G products.
Analysis and exploration of the Taiwan′s server industry, this study puts forward some suggestions for the Taiwan’s server industry for reference. Frist of all, starting from innovation, research, and development, from passively accepts the specifications to should be more creating new products and function from market point of view. Secondly, ability to integrate software and hardware, Taiwan server manufacturers are good at hardware development, if the ability to integrate software and hardware will increase values. Finally, establish the B2C business model, directly to sale products to customs without agents, it can increase more profit. |
