研究生: |
楊善美 Shan-Mei Yang |
---|---|
論文名稱: |
智慧家庭商業模式探討與未來發展 - 以台灣電信業為例 A Study of Smart Home Business Model and Future Perspectives: A Case of Taiwanese Telecommunications |
指導教授: |
印永翔
Ying, Yung-Hsiang |
學位類別: |
碩士 Master |
系所名稱: |
高階經理人企業管理碩士在職專班(EMBA) Executive Master of Business Administration |
論文出版年: | 2020 |
畢業學年度: | 108 |
語文別: | 中文 |
論文頁數: | 82 |
中文關鍵詞: | 智慧家庭 、智慧音箱 、商業模式 、網路效應 、平台策略 |
英文關鍵詞: | smart home, smart speaker, business model, network effects, platform strategy |
DOI URL: | http://doi.org/10.6345/NTNU202000714 |
論文種類: | 學術論文 |
相關次數: | 點閱:173 下載:9 |
分享至: |
查詢本校圖書館目錄 查詢臺灣博碩士論文知識加值系統 勘誤回報 |
2019年底,台灣電信業對於5G頻譜競標金額僅次義大利、德國,創世界第三高價。行動通訊科技每一個單世代對世界都有顛覆性的改變,第一代改變人們通訊的行為,從固網到行動電話,第三代進入資料行動寬頻世代,第五代將從人與人的連結到物與物的連結,進入萬物互聯時代。
5G擁有高寬頻(eMBB)、低延遲(URLLC)、大連結(mMTC)等三項特性,結合物聯網 (Internet of Things, IOT),人工智慧 (Artificial Intelligence, AI),邊緣計算,AR,VR等科技,將提高行動電信在許多領域應用與商機。物聯網趨勢之下,在消費者市場,「智慧家庭」常被討論,自從2014年Amazon 推出第一台智慧音箱,接著2016年Google,2018年Apple、Samsung也陸續推出以音箱為中心的智慧家庭。2017年韓國電信開始發展「智慧家庭平台」,很快地衝出百萬的用戶,同年台灣市場也推出智慧家庭平台,但台灣智慧家庭市場還是發展有限。4G市場飽和,電信營收、ARPU及獲利率持續的下降,電信業期待5G與AI結合帶來新的智慧應用,開創跨業結盟與商業模式,創造全新商機。
本文藉由個案中的「商業模式」探討在智慧家庭以服務主導的邏輯思維之「客戶價值」主張,發現新產業的發展「以服務主導邏輯」造成平台雙邊的增長以產生「網路效應」。另外,比較已發展的國外電信公司與台灣目前發展中的智慧家庭,探討國外大廠造成群聚效應的平台策略,以提供發展中的台灣「智慧家庭」產業參考。
At the end of 2019, Taiwan 5G spectrum auction came to an astronomical price exceeded only by 5G auctions held in Italy and Germany.。Every single generation of mobile communication technology has disruptive changes to the world。The first generation changes the behavior of people’s cummunications, from fixed line to mobile phone。The third generation enters the broadband era, mobile surf internet。The fifth generation will enter the era of IoE (Internet of Everything), machine to machine communication。
The 5G system is capable of enhanced mobile broadband (eMBB), massive machine-type communications (mMTC) , and ultra-reliable and low latency communications (URLLC)。The 3 capabilities with IoT(Internet of Things),AI (Artificial Intelligence) and other technologies such as Edge computing, AR, VR, It will enhance the application and business opportunities of Telcommunications in many fields。Based the trend of IoT, The Smart Home are often discussed in the consumer market。Since Amazon Launched the first smart speaker in 2014, followed by Google in 2016, Apple and Samsung have also successively launched smart home centered on speakers in 2018。In the 2017, Korea Telcom began to develop a smart home platform, and quickly rushed out millions of users. In the same year, the Taiwan market also launched an IoT platform, but Taiwan smart home market is still lukewarm. The 4G market is saturated, Telcom revenue, ARPU, and profit continue to decline. The 5G + AI brings new SMART applications, creates cross-industry alliances and business models, also creates new business opportunities.
The article discusses the “customer value” proposition of service dominant logic thinking in Smart Home through the “Business Model” in the case, and finds that the development of new industried service-dominant (S-D) logic has caused bilateral growth of the platform to produce a “network effect”。In addition, comparing the developed foreign telcom companies with the currently developing Smart Home in Taiwan, we discuss the platform strategy of the “Critical Mass” caused by “AAG” (Apple, Amazon, Google) to provide a reference for the developing Taiwan “smart home” industry.
中文
DigiTimes (2018)。Comcast推Xfinity智慧家庭方案。網址:https://www.digitimes.com.tw/iot/article.asp?cat=158&id=0000522947_vhm89e56559clc6rzkwog
Dvbcn (2017)。全球運營商/企業智慧家庭佈局分析。中國: 廣電網。網址: http://www.dvbcn.com/p/22667.html
Johan Pedersen (2020)。2020年智慧家庭六大趨勢。網址:https://www.silabs.com/community/chinese-blog.entry.html/2020/01/10/2020_-3PQG
NCC (2018)。全球B4G/5G、IoT需求情境、應用與技術發展趨勢。1-15。網址:https://www.ncc.gov.tw/chinese/files/18102/5056_40607_181023_1.pdf 。國家通訊傳播委員會。
PC Lee(2019)。 2019九款必備智能居家產品!你一定不能錯過。網址:https://playsmarthome.com/nine-hot-smart-home-devices-in-2019 2019-5-23
Robert K.Yin (2001)。個案研究法。新北市:弘智文化出版社。
Statista (2020) 。智慧家庭的全球產值。網址:
https://www.statista.com/outlook/283/100/smart-home/worldwide
Willy Yi (2018)。徹底理解智慧家庭-定義、科技、與五大應用層面。網址:https://oosga.com/smarthome/
王金旺(2019)。 Amazon Alexa 的盤大與破局。網址:https://www.leiphone.com/news/201904/MKDSchbHeNBDZ2OW.html
中華電信(2020)。中華電信官網。網址:https://www.cht.com.tw/home/consumer
台灣大哥大(2020)。台灣大哥大官網。網址:https://www.taiwanmobile.com/
李佳憲 (2017) 。電子商務商業模式轉型與未來前景研究: 以台灣為例。台灣大學工業工程學研究所碩士論文。
亞歷山大.奧斯瓦爾德 , 伊夫.比紐赫(2012)。獲利世代:自己動手,畫出你的商業模式 (尤傳莉譯)。台北市:早安財經文化。
金永元 (2020)。KT計畫使AI處處可見。韓國 : 韓國先鋒報 2020年1月。網址: http://www.koreaherald.com/view.php?ud=20200106000532&ACE_SEARCH=1
南韓電信 (2020) 。南韓電信(SK Telecom)官網。網址: http://sk.com/ko/media/news.jsp
麥可‧庫蘇馬諾、安娜貝爾‧高爾、大衛‧尤菲 (2020)。平台策略 (陳琇玲譯)。 台北 : 商周出版
許桂芬(2020)。2020智慧家庭發展趨勢。經濟部技術處。網址:
https://www.moea.gov.tw/MNS/doit/industrytech/IndustryTech.aspx?menu_id=13545&it_id=288
陳俊賢(2018)。中華電信數據IOT物聯網平台應用分享。網址:https://www.asvda.org/chi/internet/05_專題演講-中華電信IOT物連網平台應用.pdf
陳邁君 (2017)。[觀察]全球營運商/企業進軍智慧家庭布局分析。Asia OTT。網址: https://www.asiaott.net/
曾詩淵(2018)。NB-IoT 補足物聯網的重要缺口。電腦與通訊。175期。
陸向陽(2018)。【各說各話】何謂邊緣運算(Edge Computing)? 網址:https://makerpro.cc/2018/12/what-is-edge-computing/
資策會MIC (2019),智慧音箱消費者調查,MIC, 產業情報研究所。
資策會(2017)。想像力進入家中智慧家庭「自動化」你的生活。焦點報導。網址: https://www.iii.org.tw/Focus/FocusDtl.aspx?f_type=2&f_sqno=DFOIsBwp%2Fahejvvp8g9opA__&fm_sqno=13
張劭勳(2007)。研究方法。台中市:滄海書局。
畢婭娜 (2017)。打造數位家庭開放平台實現生態共贏。Asia OTT。網址: https://www.asiaott.net/
廖志德 (2020)。Amazon力抗Google,Apple,Amazon 打造智慧生態系。台北市 : 能力雜誌 2020年5月刊
遠傳電信(2020)。遠傳電信官網。網址:https://www.fetnet.net/
微說互聯網(2017)。5分鐘搞清楚LoRa技術是什麼。網址:https://kknews.cc/tech/8m2glpl.html
數智網(2018)。讀懂無線組網技術應用(上篇):Zigbee、藍牙Mesh技術對比。網址:https://kknews.cc/news/o2joxq6.html
裴有恆、林祐祺(2017)。IOT務聯網無限商機 – 產業概論 X 實務應用。台北市:碁峰圖書。
鍾昀泰 (2019)。5G未來商業模式與展望。Deloitte : 德勤研究
鍾曉君 (2016)。關鍵電信商智慧家庭服務發展策略分析。台灣: 資策會,情報顧問服務。網址: https://mic.iii.org.tw/AISP/ReportS.aspx?id=CDOC20160418001
蘇杰 (2012) 。人人都是產品經理。中國 : 電子工業出版社。
英文
Alam, M. R., Reaz, M. B. I., Ali, M. A. M. J. I. t. o. s., man,, & cybernetics, p. C. (2012). A review of smart homes—Past, present, and future. 42(6), 1190-1203.
Activage project (2020). About ACTIVAGE. Retrieved from https://www.activageproject.eu/activage-project/#About-ACTIVAGE
Ballon, P. (2009) The platformisation in the European mobile industry. Communications and Strategies, no. 75, p. 15-33
Brian X. Chen (2020). The Tech That Will Invade Our Lives in 2020. New York Time. Retrieved from https://www.nytimes.com/2020/01/01/technology/personaltech/tech-trends-2020.html
Cisco (2020), Cisco Annual Internet Report (2018 – 2013) white paper, Cisco, 2020 Available at: https://www.cisco.com/c/en/us/solutions/collateral/executive-perspectives/annual-internet-report/white-paper-c11-741490.html.
Clive Maxfield (2019). Fundamentals: The IoT, IIoT, AIoT, and Why They’re the Future of Industrial Automation. Retrieved from https://www.digikey.tw/zh/articles/techzone/2019/dec/fundamentals-the-iot-iiot-aiot
Canalys (2019). Canalys: Smart speaker shipments in Q3, 2019. Retrieved from https://www.canalys.com/newsroom/worldwide-smartspeaker-Q3-2019
Counterpoint (2020). Global Smartphone Market Share: By Quarter. Retrieved from https://www.counterpointresearch.com/global-smartphone-share/
Dr. Mark H Mortensen & Liliane Offredo-Zreik (2019). Modernization of OSS/BSS with Open Source, Part 3: Integration. ACG Research. 23 December 2019. 13:21.
Do, T.-X., Kim, Y. J. M. N., & Applications. (2019). State management function placement for service-based 5G mobile core architecture. 24(2), 504-516.
Eric Griffith & Alex Colon (2019). The Best Smart Home Devices for 2020. Retrieved from https://www.pcmag.com/news/the-best-smart-home-devices-for-2020
Eisenmann, T.R., Parker, G., and Van Alstyne, M.W. (2009) Opening Platforms:
How, When and Why?, In Gawer, A. (Ed.) (2009) Platforms, markets and innovation. Edward Elgar Publishing, London, pp. 131-162.
Evans, D.S., and Schmalensee, R. (2010) Failure to launch: Critical mass in platform businesses. Review of Network Economics, 9(4), pp. 1-28.
Forbes (2018). Comcast Challenges Amazon's, Apple's, and Google's Leadership In Smart Home Tech. Retrieved from https://www.forbes.com/sites/johnkoetsier/2018/04/09/comcast-now-competing-with-amazons-alexa-apples-siri-and-google-home-in-smart-home-tech/#648207c360b3
Gawer, A. (2009) Platform dynamics and strategies: from products to services. In Gawer, A. (Ed.) (2009) Platforms, markets and innovation. Edward Elgar Publishing, London, pp. 45– 76.
GSMA Intelligence, "The Mobile Economy 2019", 2019/02
hesbrough, H. J. L. r. p. (2010). Business model innovation: opportunities and barriers. 43(2-3), 354-363.
Johnson, M. W., Christensen, C. M., & Kagermann, H. J. H. b. r. (2008). Reinventing your business model. 86(12), 57-68.
Lusch, R. F., & Nambisan, S. J. M. q. (2015). Service innovation: A service-dominant logic perspective. 39(1), 155-176.
Laurence Goasduff (2018)。 Will 5G Boost the Adoption of Smart Living? Gartner. Retrieved from https://www.gartner.com/smarterwithgartner/
Laurence Goasduff (2018). Will 5G Boost the Adoption of Smart Living? Retrieved from https://www.gartner.com/smarterwithgartner/will-5g-boost-the-adoption-of-smart-living/
Markus, 1990a M.L. Markus
Toward a critical mass theory of interactive media
J. Fulk, C.W. Steinfield (Eds.), Perspectives on new information technology in organizations, Sage, Newbury Park, CA (1990)
Michael Philpott (2018). Deutsche Telekom continues to expand its Qivicon smart home platform. Retrieved from https://www.omdia.com/resources/product-content/deutsche-telekom-continues-to-expand-its-qivicon-smart-home-platform
Molly Edmonds & Nathan Chandler (n.d.). How Smart Homes Work. Retrieved from https://home.howstuffworks.com/smart-home.htm
Mainetti, L., Mighali, V., & Patrono, L. (2015). An IoT-based user-centric ecosystem for heterogeneous smart home environments. Paper presented at the 2015 IEEE International Conference on Communications (ICC).
Nathan Sykes (2019)。 AI, IoT and the Future of Smart Homes。 Big Data Analytics News 。Retrieved from https://bigdataanalyticsnews.com/ai-iot-smart-homes/
Rogers, E. M. (2010). Diffusion of innovations: Simon and Schuster.
Paul Ragusa (2019), Global smart home market still growing, Security Systems News.
Rich Brown & Ry Crist (2020). The best smart home devices of 2020: Google and Amazon lead the way. Retrieved from https://www.cnet.com/news/the-best-smart-home-devices-of-2020-amazon-alexa-google-assistant-echo-dot-nest-hub/
Sonny Ali, Zia Yusuf (2018). Mapping the smart home market. Boston Consulting Group.
Stojkoska, B. L. R., & Trivodaliev, K. V. J. J. o. C. P. (2017). A review of Internet of
Things for smart home: Challenges and solutions. 140, 1454-1464.
Tech Crunch (2018). Stringify relaunches to automate the Comcast smart home. Retrieved from https://techcrunch.com/2018/04/09/stringify-relaunches-to-automate-the-comcast-smart-home/
Vargo, S. L., & Lusch, R. F. J. J. o. t. A. o. m. S. (2016). Institutions and axioms: an extension and update of service-dominant logic. 44(1), 5-23.
Vision, I. J. I. T. U., Document, Radiocommunication Study Groups. (2015). Framework and overall objectives of the future development of IMT for 2020 and beyond.