The Blue Ocean Strategy of Taiwan IT Industry: Case Study for Tablet product

近年可攜式電子產品相關產業發展蓬勃，尤其以智慧型手機與平板電腦為代表，其成功有賴於相關系統軟體及配套服務之開發，根據MIC研究單位則指出，未來幾年平板電腦市場發展至2015年預估可超過兩位數之成長率，市場上目前尚處於爆發期。在產品面，除了一般消費者所使用的消費型多媒體平板電腦外，在市場區隔下，尚有一些業者推出具有耐候特性、貼近高移動性需求之半強固型(Semi-Rugged)以及強固型電腦(Rugged)等主打可應付嚴苛工作環境，或是企業相關外勤人員之需求的產品，這些產品的出現則為目前平板電腦的激烈競爭創造一個新藍海市場的機會。 台灣企業主要是以生產代工為起家，但是近年來，台灣的低成本優勢已逐漸被新興市場所取代，加上產業發展成熟後，毛利率持續下探，M公司也是一個為平板電腦代工的ODM/OEM廠商，目前是鎖定非消費型平板電腦的代工為主，本研究也是以該公司的角度來探討如何在瞬息萬變的產業環境下，找出一些方向進行產品的創新，以提高這些代工廠商的獲利能力，並提供相關業者有一可行之參考模式。 至於本研究使用創新理論與藍海策略、使用者需求及價值理論探討等相關文獻進行探討，以形成本研究之研究架構及研究工具的理論基礎來源。另外，研究方法則擬採用個案分析方法之深度訪談法，訪談有關業者如AIDC(Auto Identification & Data Capture)以及系統整合廠商，探討這些產業的廠商對平板電腦有何需求，讓平板電腦的使用能結合該產業現有系統，並進而提升產業的效率。 從研究的結果來看，台灣的ODM/OEM代工廠商似應朝向軟硬整合的方式提供解決方案給客戶，如此一來不但可增加產品的毛利，另方面也可以深耕市場及客戶，另外ODM/OEM廠商必須真正瞭解各個不同產業的客戶需求，瞭解產業的價值缺口，以不同的客製化或者與該產業系統整合者合作來提供符合或超越顧客認知的價值，提高顧客滿意度，當然最重要的還是要增加新技術的研發比重，例如新的材料或是新的元件的開發，在半強固型或者強固型的市場，如何把強固這件事情做好就是一個很大的技術課題，尤其又要做到夠輕薄又是一個很大的挑戰，而且這裡面又有成本的考量，所以ODM/OEM廠商一定要能展現自己的實力才有可能獲的客戶的肯定。最後本研究只是針對AIDC及系統整合的廠商做研究，並不是針對下游的終端使用者做調查，而且各產業的範圍廣大，所以應該可以做更進一步詳細的產品需求的研究，如此才能更清楚的了解市場上的真正情況以做為ODM/OEM的產品需求的開發依據。 關鍵字：平板電腦、創新理論、藍海策略、顧客價值In recent years, portable electronic products has rapid grow up, especially for smartphones and tablet PCs. One of the key success factors should depend on the various application software and supporting services that has developed. According to the MIC Research Unit, until 2015 Tablet market will have 2-digits growth rates during the next few years, it’s still in a fulminic growing now. In addition to general consume multimedia tablet for end user, under the market segmentation, there are few tablet brand vendors have launched a serious of product for outdoor usage, high mobility requirements’ Semi-Rugged and Rugged level tablet. Those tablets can be used for critical environment, or product for enterprise outdoor field staff. Compared to the current high competition tablet product, it create a new blue ocean market opportunities. Taiwan IT companies were started from ODM/OEM manufacturer, but in recent years, Taiwan's low-cost advantage has gradually been replaced by emerging markets’ new players, coupled with industry matures, gross margin continued going down, M company is also an ODM/OEM manufacturer for the tablet customers, it’s currently ODM/OEM for non-consumer tablet , this study is based on M company's point of view in a rapidly changing industry environment, to find some direction for product innovation in order to improve these companies’ profitability, and provide a viable industry reference model. For this study, it use of innovative theories and Blue Ocean Strategy and Value Theory of user requirements and other relevant literature to explore, to form the study architecture and the theoretical basis. In addition, this study is using case study analysis method by depth interviews, interviews related industry vendors such as AIDC (Auto Identification & Data Capture) vendor and tablet system integrators to explore what tablet features they need, and these tablet features can be easily combined with their existing systems, and enhance their efficiency. The study results show that Taiwan ODM/OEM manufacturers should integrate hardware and software to provide solutions to their customers, this way not only increase product gross margin, on the other hand can also be cultivating the market and customers, in addition to, ODM/OEM manufacturers must understand the customer requirements in various industries, realize the value for that industry, and to provide different customization or cooperate with the industry’s system integrators to meet or exceed customer perceived value, to improve customer satisfaction. and of course the most important thing is to put more resource to increase the research and development of new technologies, such as new materials or new components of development, for semi-rugged or rugged product, how to do the ruggedize well is not only a big technical issues, particularly but also design light-weight and thin enough to carry out it is also a big challenge, furthermore cost down is another topic should be consideration, so ODM/OEM manufacturer must be able to show their strengths to win customer confidence. Finally, this study is only explore for AIDC vendors and system integrators, not include the end-users, moreover the industries coverage is not enough, so it should be able to make further detailed studies of product requirement, so that it can have more clearly understand the really situation on the market for ODM/OEM manufacturer to development their products. Keywords: Tablet PC, Innovation, Blue Ocean Strategy, Customer Valu