巨量資料生態雲端策略集群分析-以財務績效指標探討

Abstract

企業內部獨特運用資源能力，其優勢可經由財務指標觀察了解，企業藉由了解本身競爭優勢與財務指標間是否能夠持續優勢發展。運用杜邦等式推導財務指標，將企業競爭優勢因素基礎在資產管理、供應商關係管理、客戶關係管理以及知識管理四項能力，採用 146 家上市企業為研究對象，研究時間點以金融風暴(西元2008)為分界，分前期及後期。本研究發現，巨量資料生態下雲端產業可分三個策略集群，後期比前期多出 5 家企業，這 5 家企業中有 4 家占 75%為「雲端服務策略集群」，1 家企業占 25%為「雲端設備整合策略集群」 。巨量資料蓬勃發展，帶動「雲」之使用者平台、資訊分析處理，「端」之運算處理需求及商機，知名廠商如 Facebook 及 PEGATRON 等新的競爭對手進入。運用 distribution 分析得知雲端產業呈穩定成長分佈發展，其雲端產業未來前景看好。

The enterprise internal unique utilization resource，its superiority may by way of the financial norm observation understanding ， the enterprise between the understanding itself competitive advantages and financial indicator whether can continue the superior development。Using the DuPont identity inferential reasoning financial indicator，the enterprise competitive advantage factor foundation in the asset、supplier relationship 、 and customer management as well as the knowledge management four abilities，with 146 listed enterprises is the object of study，the research time point takes the financial storm (A.D. 2008) as the dividing line，divides the earlier period and later。This research result, the cloud computing industry in big data ecosystem can be separable three strategy clusters，later period are more than 5 enterprises the earlier period，in 5 has 4 to occupy for 75% as "clouds service strategy cluster"，one enterprise is occupy for 25% as " clouds equipment conformity strategy cluster"。Big data ecosystem vigorous development leads "cloud" the user platform and information analysis processing and "end" the operation processing demand and opportunity，the well-known facilitator and manufacturer such as Facebook 、PEGATRON and other new competitors enter。using the distribution analysis knew that the clouds industry assumes the stable growth distribution development，its cloud computing industry prospect will look good。