以動態能力觀點探討專業電子代工廠商在雲端伺服器的技術策略-以H公司為例

Exploring an EMS Company's Technology Strategy for Cloud Server from Dynamic Capability Perspective - An Example of the H Company

林志慶(Chih-Ching Lin)

指導教授 ： 朱詣尹

國立清華大學/工學院/工業工程與工程管理學系碩士在職專班/碩士(2014年)

https://doi.org/10.6843/NTHU.2014.00304

摘要

隨著全球各類型新創網路與雲端服務的興起，資料中心高彈性、低成本與高效率的需求趨勢，大幅改變資料中心建置的型態，也因為雲端產業生態的改變帶來新興營運模式。
　　本研究主要以專業電子代工廠商- H公司為研究對象，探討其在雲端伺服器成長轉變的技術策略，從OEM/ODM代工一路轉型至IDM提供客戶整體資料中心軟硬體整合方案，從而解析其動態能力的演化過程與未來發展。
本研究結果顯示，個案公司利用本身的機光電垂直整合經營模式，吸收技術來源並促進組織變革與發展，藉由能力－策略－經驗的動態學習觀點，建構核心能力提昇與技術策略的關聯性，產生持續性的技術、產品與服務創新。本研究提出動態能力影響技術策略制定和發展的獨特性軌跡；可歸納為階段性追趕、利基性定位、策略結盟及下游往上游演化，達成以低成本與全球運籌優勢，重整集團資源，累積核心技術，進而發展創新思維的技術策略；造就個案公司得以從硬體平台供應商轉型科技服務為主的商業模式，保持多利基市場上持續性的競爭優勢。

關鍵字

動態能力 ； 技術策略 ； 商業模式 ； 雲端運算 ； 專業電子代工廠

並列摘要

With various types of Internet startups and the rise of cloud services, the data
center’s high flexibility and low cost and high efficiency of demand trends having substantially changed the pattern of data centers; these also cause the cloud industry ecosystem changes to bring in new business model.

From a dynamic capability perspective, this study chooses an EMS H company as an example to explore the technology strategy changes in the growth for cloud server, from OEM/ODM to IDM, which provides hardware and software integration solutions for customers’ overall data center, and thereby analyzes the evolution of its dynamic capabilities and future development.

The result of this study shows that the case company uses its unique business model (E-enabled Components, modules, moves &services) to absorb technology sources and facilitate organization change and development, with perspective of dynamic learning in capability-strategy-experience to construct
core capabilities and to enhance the relevant of technology strategy, in order to
generate sustaining technology, product and service innovation. This study presents the unique loci of how dynamic capability influences the formulation of technology strategy and specific development tracks; summarized in chasing stage, niche positioning, strategic alliances and downstream to upstream evolution; These are to accomplish low cost and global logistics advantages, re-group resources, accumulate core technology and then develop the technology strategy of innovative thinking. The case company evolves a technology service-based business model from a hardware platform vendor and sustains competitive advantage on multiple niche markets.

並列關鍵字

Dynamic Capability ； Technology Strategy ； Business Model ； Cloud Computing ； Electronics Manufacturing Service

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