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研究生： 楊士賢
Yang, Shih-Hsien
論文名稱： 展望國際伺服器產業發展: 台灣電子設計代工之優勢與機會
The prospect of global server industry development trend: The advantages and the opportunities of Taiwan ODM electronic manufacturing
指導教授： 吳文傑
Wu, Jack
口試委員: 何小台
Ho, Chester
劉助
Liu, James
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： 2021
畢業學年度： 109
語文別： 英文
論文頁數： 59
中文關鍵詞： 伺服器 、數據中心 、邊緣運算 、直接銷售 、電子專業製造服務
外文關鍵詞： Server, Data Center, Edge computing, ODM Direct, EMS
DOI URL： http://doi.org/10.6814/NCCU202100100
相關次數： 點閱：140  下載：10 
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    • The next generation technology evolution will focus on the computer artificial intelligence and assistant related applications, which is expected to change people’s lives significantly in the near future. Those data analysis and model training for the core technologies, and the services that provided to end customers, run on cloud platform based data center. Therefore, the demands on the data center computing resource are getting higher, which drives the cloud system providers to build more next generation data centers. Thus, the demands on the server equipment raises accordingly. Although there is no well-known server brand from Taiwan, the majority of server shipment world widely are actually manufacturing by Taiwan OMDs. Given the strong growth potential in server industry, now is indeed a good opportunity for those manufacturing-oriented companies in Taiwan to gain more market share, hone the fundamental design capability, and eventually extend or transform the core business to the higher value service.

    1. Introduction 1
    2. Revolution of Server Industry 5
    2.1. Server architecture evolution 5
    2.1.1. Dedicated Server 6
    2.1.2. Virtualization 6
    2.1.3. Containerization 6
    2.1.4. Cloud Application 7
    2.1.5. Cloud Based Data Center 8
    2.2. Next generation of cloud computing 9
    2.2.1. Edge computing 10
    2.2.2. Cloud computing / Data Center 12
    2.3. Global market value overview 12
    3. The Server Industry status quo in Taiwan 17
    3.1. Common Business models 17
    3.1.1. Original Equipment Manufacturer (OEM) 18
    3.1.2. Joint Design Manufacture (JDM) 20
    3.1.3. Original Design Manufacture (ODM) 21
    3.1.4. Design Direct Account Service (ODM Direct) 22
    3.1.5. System Integration Service Provider (SP) 24
    3.2. The competitive advantage in Taiwan 26
    3.2.1. Talent 27
    3.2.2. Ecosystem and Value Chain 29
    3.2.3. SWOT analysis 30
    3.3. New Investment in Taiwan 32
    3.3.1. The Data Center 32
    3.3.2. Design Center 34
    4. Statement of the challenges and dilemmas 37
    4.1. Value chain shifted drastically in past few years 37
    4.2. Too much focus on hardware design and manufacturing in Taiwan IT industry 38
    4.2.1. Same type of engineering and marketing people 39
    4.2.2. The vision of the IT development trend is limited 39
    4.3. The opportunity cost for talent to switch career is high 40
    4.4. Brand creation and competition 40
    4.5. US vs China Trade War 42
    4.5.1. Production line migration in global IT industry 42
    4.5.2. Good and bad for the tech companies in US invested in Taiwan 43
    5. For Taiwan ODMs, how to catch the opportunities? 45
    5.1. Policy support and the funding from Government 45
    5.1.1. Integrate the resources with different industries 47
    5.1.2. Encourage companies to move partial production lines back to Taiwan 49
    5.2. Continuously upgrade and develop talent capabilities 50
    5.2.1. Career development program 50
    5.3. Catch the opportunities of 5G or AI trend 51
    6. Conclusion 53
    7. Reference 56

    1. The list of semiconductor related companies in Taiwan (Chinese)
    https://statementdog.com/taiex/19-semiconductor-industry
    2. The list of computer and the peripheral devices companies in Taiwan (Chinese)
    https://statementdog.com/taiex/12-computer-and-peripheral-equipment-manufacturing-industry
    3. Science and Technology Competitiveness Rankings
    https://www.moea.gov.tw/MNS/doit_e/content/Content.aspx?menu_id=20964
    4. Cloud Managed Services Market 2019: Company Profiles, Industry Segments, Global Trends, Landscape and Demand by Forecast to 2023
    https://redshiftdaily.com/news/cloud-managed-services-market-2019-company-profiles-industry-segments-global-trends-landscape-and-demand-by-forecast-to-2023/0161576
    5. The example of IoT access the Internet for the backend data center and cloud services
    https://towardsdatascience.com/4-0-industry-technologies-supply-chain-97c857de14ae
    6. A brief history of cloud application architecture
    https://www.mdpi.com/2076-3417/8/8/1368/htm
    7. Traditional Data Center vs. Cloud Data Center
    https://www.emoneyindeed.com/traditional-data-center-vs-cloud-data-center/
    8. Cloud vs. Data Center
    https://www.talend.com/resources/cloud-vs-data-center/
    9. Data Center Space Grows, Data Center Numbers Decline. Why?
    https://www.enterpriseai.news/2017/07/17/data-center-space-grows-data-center-numbers-decline/
    10. How AI in edge computing drives 5G and the IoT
    https://semiengineering.com/how-ai-in-edge-computing-drives-5g-and-the-iot/
    11. Edge computing server for 5G applications
    https://www.supermicro.com/en/products/5g
    12. How 5G will affect the structure of data centers
    https://www.datacenterdynamics.com/en/analysis/how-5g-will-affect-structure-data-centers/
    13. Worldwide Server Market Revenue Grew 19.8% Year over Year in the Second Quarter of 2020, According to IDC
    https://www.idc.com/getdoc.jsp?containerId=prUS46838120
    14. What’s Driving Growth in the Global Server Market?
    https://www.jpmorgan.com/commercial-banking/insights/driving-growth-in-global-server-market
    15. Cloud Managed Services Market 2019: Company Profiles, Industry Segments, Global Trends, Landscape and Demand by Forecast to 2023
    https://redshiftdaily.com/news/cloud-managed-services-market-2019-company-profiles-industry-segments-global-trends-landscape-and-demand-by-forecast-to-2023/0161576
    16. 2018~2020 Server motherboard shipment forecast
    https://www.digitimes.com.tw/tech/rpt/rptcat3.asp?cat=CMP&pack=216&CnlID=3
    17. The information of how global server brand companies work with Taiwan ODMs
    https://www.digitimes.com.tw/tech/rpt/rpt_show.asp?cnlid=3&cat=&v=20200429-95
    18. What is Original Equipment Manufacturer [OEM]
    https://www.thestreet.com/markets/commodities/what-is-original-equipment-manufacturer-oem-14696882
    19. Dell, HPE, white boxes dominate cloud server market
    https://www.lightreading.com/cloud-native-nfv/dell-hpe-white-boxes-dominate-cloud-server-market/d/d-id/759438
    20. 教育部大專校院學生人數分析 http://stats.moe.gov.tw/files/brief/%E5%A4%A7%E5%B0%88%E6%A0%A1%E9%99%A2%E5%AD%B8%E7%94%9F%E4%BA%BA%E6%95%B8%E5%88%86%E6%9E%90.pdf
    21. Why Google Is Investing In Taiwan’s Tech Talent
    https://www.forbes.com/sites/ralphjennings/2020/05/20/why-google-is-investing-in-taiwans-tech-talent/?sh=20041f5d2239
    22. Microsoft to establish its first datacenter region in Taiwan as a part of its “Reimagine Taiwan” initiative
    https://news.microsoft.com/apac/2020/10/27/microsoft-to-establish-its-first-datacenter-region-in-taiwan-as-a-part-of-its-reimagine-taiwan-initiative/
    23. Gough C., Steiner I., Saunders W. (2015) Data Center Management. In: Energy Efficient Servers. Apress, Berkeley, CA. https://doi.org/10.1007/978-1-4302-6638-9_9
    24. Pan, W., Li, Z., Zhang, Y. et al. The New Hardware Development Trend and the Challenges in Data Management and Analysis. Data Sci. Eng. 3, 263–276 (2018). https://doi.org/10.1007/s41019-018-0072-6
    25. Top 5 Companies, Worldwide Server Vendor Revenue, Market Share, and Growth, Second Quarter of 2020
    https://www.idc.com/getdoc.jsp?containerId=prUS46838120
    26. Hewlett Packard Enterprise Gross Profit Margin (Quarterly)
    https://ycharts.com/companies/HPE/gross_profit_margin
    27. China–United States trade war
    https://en.wikipedia.org/wiki/China%E2%80%93United_States_trade_war
    28. Huang, Chen-Wei, Explore high performance server market development strategy for server system developers in 5G era based on industrial and technological trends
    29. Learn the key differences between 4G vs. 5G networks
    https://searchnetworking.techtarget.com/feature/A-deep-dive-into-the-differences-between-4G-and-5G-networks
    30. 吃下Google、臉書、亞馬遜、微軟8成訂單，伺服器王國在台灣！https://www.cw.com.tw/article/5102769?template=transformers

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