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Author: 呂郁銳
Yu-Jui Lu
Thesis Title: 白牌伺服器在5G產業的軟體發展策略
Software Development Strategy of WhiteBox Server in 5G Industry
Advisor: 陳俊男
Chun-Nan Chen
施劭儒
Shao-Ju Shih
Committee: 王丞浩
Chen-Hao Wang
施劭儒
Shao-Ju Shih
陳俊男
Chun-Nan Chen
Degree: 碩士
Master
Department: 工程學院 - 高階科技研發碩士學位學程
Executive Master of Research and Development
Thesis Publication Year: 2023
Graduation Academic Year: 111
Language: 中文
Pages: 73
Keywords (in Chinese): 5G白牌伺服器PESTLE分析五力分析SWOT分析價值主張圖BCG矩陣TPLAN
Keywords (in other languages): 5G, White-box Server, PESTLE, Five-Force Analysis, SWOT, Value Proposition Canvas, BCG Matrix, T-Plan
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  • 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.

    摘要 III Abstract IV 誌謝 V 目錄 VI 表目錄 VIII 圖目錄 IX 第一章 緒論 1 1.1 研究背景與動機 1 1.2 研究目的 2 1.3 研究架構 3 第二章 產業分析與市場概述 5 2.1 何謂伺服器 5 2.2 白牌伺服器 5 2.3 白牌伺服器軟體 7 2.4 第五代行動通訊技術(5G) 17 2.5 白牌伺服器在O-RAN的應用 24 第三章 研究方法 26 3.1 PESTLE分析 26 3.2 五力分析 27 3.3 SWOT分析 28 3.4 價值主張圖 31 3.5 BCG矩陣分析 32 3.6 策略技術藍圖 33 第四章 研究分析 35 4.1 Open RAN在5G產業的PESTLE分析 35 4.2 白牌伺服器於5G產業的五力分析 50 4.3 白牌伺服器於5G產業的SWOT分析 58 4.4 白牌伺服器於5G產業客戶價值主張圖 62 4.5 白牌伺服器軟體於5G產業的BCG矩陣 65 4.6 軟體策略技術藍圖T-PLAN 68 第五章 結論與建議 71 5.1 結論 71 5.2 建議 71 參考文獻 73

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