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研究生: 楊士毅
Yang, Shih-Yi
論文名稱: 人工智慧技術對伺服器產業影響之研究
A study of the impact of ai technology on server industry
指導教授: 尚孝純
Shang, Shari
學位類別: 碩士
Master
系所名稱: 商學院 - 國際經營管理英語碩士學位學程(IMBA)
International MBA Program College of Commerce(IMBA)
論文出版年: 2018
畢業學年度: 106
語文別: 英文
論文頁數: 79
中文關鍵詞: 人工智慧資料中心現成雲端服務供應商
外文關鍵詞: Artificial Intelligence, Datacenter, Off-the-shelf, Cloud service provider
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  • There were many technical events held in 2017, like 2017 COMPUTEX, Google I/O, Microsoft Design Forum…etc., and Artificial intelligence (AI) is one of the most concerned and hottest topics in these events. There is no doubt that in the next few years, AI technology and its further developments will be the major focus in the science and technology industry. As AI technology brings in a lot of new applications and develops commercial values, for the server industry and corresponding supply chain, it will lead to a new wave and benefit the whole ecosystem.
    Although the growth rate of desktop and laptop computer slows down and smartphone market starts to saturate, the demand for data processing and computing continues to grow. Large datacenter, server hardware and cloud applications supported at the back-end could still keep their momentum of growth. Taiwan-based original design manufacturers (ODMs) maintain a stable growth rate in 90% of the worldwide server manufacturing and many new business models evolved in order to fulfill the demands brought by artificial intelligence (AI).
    The aim of this study is to analyze the positive and negative impacts of AI technology on server industry, and will focus on four major groups in the industry: datacenter customers, OEM, ODM and component suppliers.

    1. Introduction 7
    1.1. Research Motivation 7
    1.2. Research Process 8
    2. Literature Review 9
    2.1. Global Manufacturing and Collaborative Cluster 9
    2.2. Mergers and Acquisitions 12
    3. Server Industry Overview 15
    3.1. Worldwide Server Market 15
    3.2. Supply Chain and Ecosystem 23
    3.3. Working Models 29
    4. Artificial Intelligence Development Status 38
    4.1. AI Market Outlook 38
    4.2. AI Technology and Impact 40
    4.3. AI Hardware Requirement 44
    5. Research Methodology 47
    5.1. Research Design 47
    5.2. Data Collection 48
    5.3. Data Analysis 53
    6. Multiple Case Studies from Various Aspects 54
    6.1. Datacenter Case: Facebook 54
    6.1.1. Facebook’s AI Development 54
    6.1.2. Facebook’s AI Hardware Design 55
    6.1.3. Facebook & Quanta Collaborations 56
    6.2. OEM Case: HPE 57
    6.2.1. HPE’s AI Development 57
    6.2.2. HPE’s AI Hardware Design 59
    6.2.3. HPE’s Collaboration and Competition 60
    6.3. Component Vendor Case: NVIDIA 63
    6.3.1. NVIDIA’s AI Development 63
    6.3.2. NVIDIA’s AI Hardware Design 64
    6.3.3. NVIDIA’s Dual Position in AI Field 66
    6.3.4. NVIDIA’s Partnership 69
    6.4. ODM Case: QUANTA 71
    6.4.1. Quanta’s AI Development 71
    6.4.2. Quanta’s AI Hardware Design 73
    6.4.3. Quanta’s Partnership 74
    7. Discussed Questions 77
    8. Reference 79

    [1] S. A. S. Board., "ELECTRONIC MANUFACTURING SERVICES & ORIGINAL DESIGN MANUFACTURING," 2014.
    [2] E. Wolf, "International Business: Environments and Operations," ed: Addison-Wesley Publishing Company, Inc, 1994.
    [3] C. Ucler and O. Vayvay, "Collaborative clusters: A customer focused innovative approach for product development," in World Congress on Engineering, 2008, vol. 2, pp. 1278-1283.
    [4] 大陆腾讯研究院., "中美两国人工智能产业发展全面解读," p. 50, 2017.
    [5] S. Sudarsanam, Creating value from mergers and acquisitions: The challenges: An integrated and international perspective. Pearson Education, 2003.
    [6] A. Laeser, "Managing Culture Clashes in Mergers and Acquisitions," 2012.
    [7] DIGITIMES., "2017~2022年全球伺服器出貨量年複合成長率將約6.5%," 2017.
    [8] S. R. Group., "Data Center Infrastructure Market is Low Growth, but Public Cloud Blossoms," 2017.
    [9] A. Services., "Server Manufacturing Levels Defined," 2017.
    [10] Tractica/statista., "Revenues from the artificial intelligence market worldwide, from 2016 to 2015," 2017.
    [11] C. Insights., "The Race For AI: Google, Baidu, Intel, Apple In A Rush To Grab Artificial Intelligence Startups," 2017.
    [12] M. Zuckerberg, "Facebook just showed us its 10-year road map in one graphic," 2016.

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