- 學位論文
建構物聯網產業競爭優勢之研究
A Study of Building IoT Industry Competitive Advantage of Nations
摘要
資訊通信科技是台灣可作為傲視全球的競爭力，並為建構經濟與軍事的關鍵要素，是我國賴以生存發展的相對要件。而台灣已建立的科技屏障，於全球聚焦當前亞太區域的激烈競爭下，正遭受邊緣化，優勢逐漸崩解。而各國政府考量經濟發展，即高度重視以工業4.0所訴求資通科技體現的智慧製造，其核心即為工業物聯網的典型應用，而軍事領域亦可運用物聯網科技實踐人機一體與無人化戰場的智慧化革新，以後勤整備的強度，促進戰鬥發展的速度，並可透過持續演進的智慧聯網提供需求服務，使各種領域類別運用政策整合產業升級來提升競爭力，而創新優勢。 我國目前則是以智慧聯網來定義物聯網，並進行前瞻規劃，以符合知識經濟時代中數位創新的需求。物聯網的發展核心在於思維創新，其價值源自人類追求隨地即時的智慧化互動服務需求而生，其定義將隨著相關科技發展不斷演進，運用IPv6協定與5G技術，搭配虛擬實境的發展，並結合巨量資料與雲端運算的應用，將奠定物聯網發展基礎，可於2020年初步建構成熟，其中須關注的是量子科技的輔助效益，將驅使物聯網完整忠實的實現智慧化概念，並可視為迎接人工智慧崛起的一個重要過渡期。 目前全球物聯網標準尚未制定的契機，我國可利用此機會藉資訊通信科技產業生態，介入全球尚在成形的物聯網產業價值鏈體系，先行立足於全球需求大增的供應鏈，輔以政策壯大國內軟體產業發展，強化工業設計水準，以整合軟硬體技術與應用服務系統，並規劃示範場域，啟發解決方案，以建立物聯網完整的產業結構，並締造新的競爭優勢，這將是我國物聯網產業未來獲利的方向。然而拜智慧化的晶片需求所趨，半導體產業將於物聯網發展中最先獲利，並成為啟動引擎，帶動中游資訊通信相關領域成長，至於下游消費性相關電子產業，需留意負利率時代所衍生態勢的影響。最後，物聯網引起國際間各龍頭企業的併購佈局行為，將促使市場形成物聯網架構規範相容互通的標準產生，其產業發展潛能，將隨市場整合程度成正比成長。
並列摘要
Information and Communication Technology (ICT), the key element in developing the economy and defense, has made Taiwan better than anywhere else; however, under the intense competition in globally focused Asia-Pacific areas, Taiwan is gradually losing these advantages and is marginalized because of its own technological barriers. Yet, with the consideration for their economic development, other governments have intensively focused on the Industry 4.0 standard for products with artificial intelligence. Therefore, these worldwide Nations have realized that the IoT can be utilized in many ways, such as Human Machine practice, unmanned battlefield, enhancement of the logistic preparation level, and meeting the demand of the evolving IoT. As a result of these intelligent products, these worldwide governments can promote their competitiveness and innovative advantages. In Taiwan, the forward planning of the IoT has been used to meet the needs of the knowledge economy era of digital innovation. The continued development and evolution of related technologies, derived from human wisdom for the immediate needs of interactive services, lead innovative thinking. These developments have laid the foundation using IPv6 and 5G, the development of VR, and the Big Data and Cloud Computing, and in 2020, the results will begin to be seen. One of the benefits of quantum technology is that it will make things a complete faithful implementation of the concept of wisdom and can be regarded as an important transitional period to meet the rise of artificial intelligence. Currently, the universal IoT protocols are not defined, so the Taiwanese government could use this opportunity to set foot in the global IoT industrial chain, implementing policies to strengthen the development of the domestic software industry and enhancing the industrial design standard with techniques of hardware, software and application service systems to inspire solutions that build a complete industrial structure and create new competitive advantages, which will be the future of the networking industry. In addition to the developing process of IoT, the semiconductor industry will allow the midstream ICT related companies to grow, but the downstream consumer electronics industries should be aware of negative rates. In the end, the actions of M & A among international enterprises caused by IoT will prompt a generation of universal IoT protocols on the market as the potentials of the IoT industry grow and the market emerges.