臺灣WiMAX製造業在全球價值鏈的個案分析

A Global Value Chain Study on Taiwan WiMAX Manufacturing Industry

湯家淦(Jia-Gan Tang)

指導教授 ： 陳鴻基

國立臺灣大學/管理學院/企業管理碩士專班/碩士(2009年)

https://doi.org/10.6342/NTU.2009.00838

摘要

無線網際網路技術在龐大的網路資料和無所不在的網路存取的交集下誕生。在這個電信革命的緣起，政府發起了國家發展計劃，計劃進一步推動電子商務演變至下一個UC (Ubiquitous Computing)商業形態。在這樣一個政府的大力推動下，WiMAX (Worldwide Interoperability of Microwave Access) 是首選的技術。M -台灣計劃中許可了6個WiMAX營運商的服務業務，借此鼓舞了電子製造業的上游晶片設計和中游無線產品的產業脈動。
隨著政府政策的促進和移動通信技術的趨勢，台灣電子製造業秉持著幾十年的電子製造技術專長繼續這場全球競賽。本研究旨在探討台灣WiMAX製造商在這個新興電信產業的策略。研究的對象是台灣的WiMax製造商，包括網路設備公司和相關的委外製造商。通過考量企業內在和外在因素，安排了企業訪談，討論上游和中游的WiMAX製造業，旨在了解本地WiMAX製造商在產業發展初期的策略和競爭力，進而探索台灣WiMAX產業在全球價值鏈中的存在價值。此外，對WiMAX產品的分佈，業務發展趨勢和台灣WiMAX製造商在全球價值鏈的定位進行了分析。最後，應用管理學上的理論及模型對產業的演進作一些探討。

關鍵字

台灣 ； WiMAX ； 製造業 ； 電信 ； 無線通訊 ； 無線網路 ； 電子商務

並列摘要

Wireless Internet technology was born under the circumstances where the mammoth network data and ubiquitous network access encountered. On the brink of telecommunication revolution, Taiwan government launched the national program – M(obile)-Taiwan program to participate in the evolution to further E(lectronic)-commerce to U(biquitous)-commerce. WiMAX (Worldwide Interoperability of Microwave Access) is the preferred technology in such a governmental initiative. With the issuance of six WiMAX licenses for service operation as part of M-Taiwan program, Taiwan electro-manufacturing industry was inspired to complement the ecosystem with upstream chip design and midstream product commercialization.
With the leverage of Taiwan government promotion and mobile technology trend, Taiwan electronic manufacturing ecosystem accompanied with decades of electronic manufacturing expertise continues the technology race in global market. This study aims at examining the strategies of Taiwan WiMAXers in this emerging telecommunication industry. The firms in this study are Taiwan WiMax manufacturers, including the network equipment companies and the related peripheral manufacturers in this industrial sector. Through considerations of business internalities and externalities, corporate interviews were designed to reveal local WiMAXers' strategies and competitiveness in the dawn of ubiquitous economy for more explorations in Taiwan WiMAX industry. The value proposition in global supply chain was then discussed for the upstream and midstream of Taiwan WiMAX manufacturing industry. The product concentration, trend of business development and position of Taiwan WiMAXers in the global value chain were also analyzed. Furthermore, industry discussions and observations were rendered by the rule of evolution introduced in the select management models.

並列關鍵字

WiMAX ； Ubiquitous ； Taiwan ； Manufacture ； Telecommunication ； M-Taiwan ； Wireless ； Internet

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