Basic Search / Detailed Display

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
Shao-Ju Shih
Committee: 王丞浩
Chen-Hao Wang
Shao-Ju Shih
Chun-Nan Chen
Degree: 碩士
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
Reference times: Clicks: 334Downloads: 0
School Collection Retrieve National Library Collection Retrieve Error Report
  • 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。

    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

    [1] MoneyDJ, "5G Open RAN." (accessed Jun., 2023).
    [2] 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." (accessed Jun., 2023).
    [6] DMTF, "Introduction to Redfish.", 2017.
    [7] A. Regenscheid, "Platform firmware resiliency guidelines." National Institute of Standards and Technology, 2017.
    [8] 3GPP, "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." (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. (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. (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 " (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." (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. (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. (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. (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. (accessed Jun., 2023).
    [33] 吳凱中, "和碩衝5G、伺服器 報捷." 經濟日報. (accessed Jun., 2023).
    [34] DMTF, "Security Protocol and Data Model (SPDM) Specification." DSP027, 2023.

    無法下載圖示 Full text public date 2033/07/24 (Intranet public)
    Full text public date 2033/07/24 (Internet public)
    Full text public date 2033/07/24 (National library)