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研究生： 楊鎮銘
Yang, Chen-Ming
論文名稱： 從消費電子到人工智慧硬體： 精密金屬加工製造商進入液冷供應鏈的策略多角化研究
From Consumer Electronics to AI Hardware: Strategic Diversification of Precision Metal Processing Manufacturers into the Liquid Cooling Supply Chain
指導教授： 吳文傑
Jack Wu
口試委員: 史蘭亭
Alicia Say
嚴萬軒
Gordon Yen
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： 2026
畢業學年度： 114
語文別： 英文
論文頁數： 58
中文關鍵詞： 人工智慧硬體 、精密金屬加工 、液冷供應鏈
外文關鍵詞： precision manufacturing, AI hardware supply chain, strategic diversification, liquid cooling, Porter's Five Forces, SWOT, Business Model Canvas, consumer electronics, thermal management, market entry
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    • 精密金屬加工製造商數十年來深耕消費性電子產業，積累了嚴格的公差控制、複雜幾何形狀加工、全球供應鏈管理與嚴苛 OEM 品質系統等核心能力。這些既有能力能否為進入 AI 硬體液冷供應鏈開創一條可信的路徑，正是本論文所探討的核心問題。本研究採用次級研究方法，援引公開市場情報、產業分析師報告及學術文獻，並運用三套成熟的分析框架 - 波特五力分析、SWOT 分析與Business Model Canvas- 對此問題進行系統性檢視。由此建構的「精密製造多角化模型」識別出三個策略層次- 全球製造網絡、能力移轉與市場進入，以及產品組合與資格認證策略- 製造商得以藉此槓桿既有優勢，在當前十年內成長最為迅速的硬體市場之一中取得競爭地位。

    Precision metal processing manufacturers have spent decades building capabilities in service of the consumer electronics industry — tight tolerances, complex geometries, global supply chains, and demanding OEM quality systems. Whether those same capabilities can open a credible path into the AI hardware liquid cooling supply chain is the central question this thesis examines. Three established analytical frameworks — Porter's Five Forces, SWOT analysis, and the Business Model Canvas — are applied to this question through a secondary research study drawing on published market intelligence, industry analyst reports, and academic literature. The resulting Precision Manufacturing Diversification Model identifies three strategic layers — global manufacturing network, capability transfer and market entry, and product portfolio and qualification strategy — through which manufacturers can leverage existing strengths to compete in one of the fastest-growing hardware markets of the current decade.

    Cover Page (English) 1
    Cover Page (Chinese) 2
    ACKNOWLEDGMENTS 3
    ABSTRACT 4
    TABLE OF CONTENTS 5
    LIST OF TABLES 7
    LIST OF FIGURES 7
    1. Introduction 8
    1.1 Background and Research Motivation 8
    1.2 Strategic Context and Research Motivation 9
    1.3 Study Objectives and Analytical Questions 10
    1.4 Analytical Approach and Data Sources 11
    1.5 Thesis Structure 14
    1.6 Literature Review 15
    1.6.1 Strategic Diversification and Related Diversification Theory 15
    1.6.2 Resource-Based View and Dynamic Capabilities 16
    1.6.3 Technology Adjacency and Capability Transfer in Market Entry 17
    1.6.4 Supply Chain Strategy and Professional Network Theory 17
    1.6.5 Analytical Frameworks Applied in This Study 18
    2. Industry Analysis 19
    2.1 Market Overview and Growth Dynamics 19
    2.2 Porter's Five Forces Analysis 25
    2.3 PESTEL Analysis 27
    2.4 Key Industry Success Factors 29
    3. Strategic Analysis — Three-Framework Assessment 31
    3.1 Firm A: The Composite Case Overview 31
    3.2 SWOT Analysis 32
    3.3 Competitive Positioning 33
    3.4 Business Model Canvas 34
    4. The Precision Manufacturing Diversification Model 36
    4.1 Strategic Layer 1 — Global Manufacturing Network 36
    4.2 Strategic Layer 2 — Capability Transfer and Market Entry 38
    4.3 Strategic Layer 3 — Product Portfolio and Qualification Strategy 40
    4.4 Model Synthesis 43
    5. Conclusions and Strategic Recommendations 45
    5.1 Answers to Analytical Questions 45
    5.2 Strategic Recommendations 47
    5.3 Contributions to the Literature 48
    5.4 Risk Mitigation Strategy and Future Research 49
    References 51
    Appendix A. Anonymization Protocol 55
    Appendix B. Precision Manufacturing Diversification Model — Summary 56
    Appendix C. Complete Reference URLs and Access Information 57

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