白牌伺服器主要的客戶為雲端服務供應商及大型資料中心，在美中科技戰與地緣政治影響下，台灣白牌伺服器供應商的客戶來源也受到了一定程度的侷限與擠壓，尋求新的市場機會，成為企業成長的關鍵。而根據TrendForce調查，5G市場在2026年可達370億美元，為2023年145億美元的2倍以上，同時，開放電信網路在市場上興起，也開啟了白牌伺服器進入電信網路產業的大門，為白牌伺服器創造了一個全新的商機。
本研究以白牌伺服器供應商為對象，探討在5G開放網路架構下的機會與挑戰，並提供相應的軟體研發策略。本研究運用PESTLE、五力分析、SWOT分析、客戶價值主張圖以及BCG矩陣等工具，來評估宏觀外部政經環境、產業競爭環境、企業優劣勢、客戶需求、產品趨勢等。根據分析結果，找出白牌伺服器廠商在5G市場中的定位和機會，並據此規劃未來三年的軟體策略技術藍圖T-Plan，提供企業投入相關技術研發和產品布局的方向，逐步實現進入電信產業的願景。

The major customers of white box servers are cloud service providers and large-scale data centers. Under the influence of the US-China technology war and geopolitics, the source of customers for Taiwan's white box server suppliers has been limited and squeezed to a certain extent. Seeking the new market opportunities have become the key to business growth. According to TrendForce survey, the 5G market will reach US$37 billion in 2026, which is more than double the US$14.5 billion in 2023, and the rise of open telecom networks architecture creating a new opportunity for white-box servers to enter the telecom industry.
This research explores the opportunities and challenges of white box server in 5G market, and discusses the corresponding software development strategies. This study uses PESTLE, five-force analysis, SWOT analysis, customer value proposition canvas, and BCG matrix to evaluate the political and economic environment, industrial competition, enterprise strengths and weaknesses, customer needs and product trend. It also discusses the position and opportunities based on the analysis results and then draw up the software technology and product roadmaking (T-Plan) for the next three years. This T-plan provides the direction and guidance for white box server vendors to invest in related technology research and product roadmap to enter the telecom market.

[1] MoneyDJ, "5G Open RAN." https://www.moneydj.com/focus/Article/%E5%8F%B0%E5%BB%A0%E6%96%B0%E6%A9%9F%E6%9C%83%EF%BC%9A5G%20Open-RAN-637394799183147152 (accessed Jun., 2023).
[2] EDK2, https://github.com/tianocore/edk2 (accessed Jun., 2023).
[3] Hawk Chen, "UEFI and IoT: Best Practices in Developing IoT Firmware Solutions. " UEFI Seminar, 2017.
[4] Minfan Wang, "ByteDance Cloud Firmware 2.0," OCP Global Summit, 2022.
[5] LinuxBoot, "Linux as Firmware." https://www.linuxboot.org/ (accessed Jun., 2023).
[6] DMTF, "Introduction to Redfish." DMTF.org, 2017.
[7] A. Regenscheid, "Platform firmware resiliency guidelines." National Institute of Standards and Technology, 2017.
[8] 3GPP, "Release-17." https://www.3gpp.org/specifications-technologies/releases/release-17 (accessed Jun, 2023).
[9] TrendForce, "預估2022年前三大設備商擁全球基地台74.5%市占." https://www.trendforce.com.tw/presscenter/news/20220801-11326.html (accessed Jun., 2023).
[10] ParallelWireless, "EVERYTHING YOU NEED TO KNOW ABOUT OPEN RAN." Parallel Wireless, 2020.
[11] 林至偉、黃致翔、W. A. F. Ferliana、鄭瑞光, "開放式無線接取網路聯盟（O-RAN Alliance）與開源軟體社群（OSC）簡介." 中國工程師學會, 2022.
[12] F. J. Aguilar, Scanning the business environment. Macmillan, 1967.
[13] M. E. Porter, How competitive forces shape strategy. Springer, 1989.
[14] H. Weihrich, "The TOWS matrix—A tool for situational analysis." Long range planning, vol. 15, no. 2, pp. 54-66, 1982.
[15] A. Osterwalder, Y. Pigneur, G. Bernarda, and A. Smith, Value proposition design: How to create products and services customers want. John Wiley & Sons, 2015.
[16] 余元傑, "美中 5G 三戰攻防： 以華為公司為例." 海軍軍官季刊40期, 2021.
[17] 鍾曉君, "歐美加速佈局5G開放網路技術與生態系，以降低供應鏈風險." 亞灣新創園. https://www.yawan-startup.tw/News_Card_Content.aspx?n=1494&s=4198 (accessed Jun., 2023).
[18] 林妍溱, "繼美、澳之後，紐西蘭也向華為網路設備說「不」." iThome. https://www.ithome.com.tw/news/127349 (accessed Jun., 2023).
[19] K. Kaska, H. Beckvard, and T. Minárik, "Huawei, 5G and China as a security threat." NATO Cooperative Cyber Defence Center for Excellence (CCDCOE), vol. 28, pp. 1-26, 2019.
[20] 台灣雲協, "國產Open RAN成熟之路." 台灣雲協, 2022.
[21] ABIResearch, "Why Open RAN is so vital " https://www.rcrwireless.com/20200714/analyst-angle/why-open-ran-is-so-vital-analyst-angle (accessed Jun., 2023).
[22] U. N. D. F. ECONOMIC and S. AFFAIRS., World population prospects 2022: Summary of results. UN, 2023.
[23] Microsoft, "Great Expectations: Making Hybrid Work Work." Work Trend Annual Report, 2022.
[24] 蕭佑和. "5G科普." https://meet.bnext.com.tw/blog/view/8622 (accessed Jun., 2023).
[25] I. A. f. R. o. Cancer, "IARC classifies radiofrequency electromagnetic fields as possibly carcinogenic to humans" Press release, vol. 208, 2011.
[26] J. Ordonez-Lucena, P. Ameigeiras, D. Lopez, J. J. Ramos-Munoz, J. Lorca, and J. Folgueira, "Network slicing for 5G with SDN/NFV: Concepts, architectures, and challenges" IEEE Communications Magazine, vol. 55, no. 5, pp. 80-87, 2017.
[27] Ericsson, "What is the metaverse and why does it need 5G to succeed? The metaverse 5G relationship explained." Ericsson. https://www.ericsson.com/en/blog/2022/4/why-metaverse-needs-5g (accessed Jun., 2023).
[28] McKinsey, "Value Creation in the metaverse." pp. 20-21, 2022.
[29] 蘇文彬, "O-RAN實作研究，臺科大資工系教授鄭欣明：要小心3個資安威脅." iThome. https://www.ithome.com.tw/news/153886 (accessed Jun., 2023).
[30] 張博翔, "歐洲電信商謹慎看待O-RAN 紛紛宣布延後推出時程." 鉅亨網. https://news.cnyes.com/news/id/5093734 (accessed Jun., 2023).
[31] 侯良儒, "和碩在「這市場」最沒存在感，為何童子賢急組200人部隊、一年砸4億元養兵？" 今周刊, vol. 1323, 2022.
[32] TIP, "TIP OpenRAN PG accelerates Open RAN Commercialization." TIP. https://telecominfraproject.com/tip-openran-pg-accelerates-open-ran-commercialization/ (accessed Jun., 2023).
[33] 吳凱中, "和碩衝5G、伺服器 報捷." 經濟日報. https://money.udn.com/money/story/5612/7063101 (accessed Jun., 2023).
[34] DMTF, "Security Protocol and Data Model (SPDM) Specification." DSP027, 2023.