以行動通訊產業結構觀點分析軟體公司之機會

Abstract

行動通訊產業初期以語音通訊為主，但隨著技術不斷的精進與人類需求不斷的提升，數據方面的功能不斷被強化。而原本以語音通訊為主的產業結構，在數據方面的崛起後，勢必面臨極大的衝擊而有所轉變。此外，數位化所造成各產品界線模糊，手機不斷整合其他產品的功能，也有許多不同產業的成員，跨入行動通訊產業，讓產業的本質，也起了變化。 而在這樣的轉變過程中，軟體的角色不斷被加強。軟體公司應該如何找出其契機，並進一步掌握這些機會。 本研究從供給及需求、產業結構、產業環境、以及其他產業之異同等等，來分析行動通訊產業結構可能的轉變，並進而找出軟體公司的機會。

Mobile industry mainly relies on voice application at initial stage. But as the evolution of technology and the more advanced information demands from end users, digital mobile data application becomes the trend. In addition, the boundary line for all kinds of handheld products becomes vague because of digitization. The mobile device is quickly combining many functions of other products, such as PDA or Multi-media players greatly. Which make many members of various industries stride into mobile industry. All these impacts make the essence of mobile industry changes to some extent. In the course of such transition, the role of the software is being strengthened constantly. How should the software company find out its opportunity, and grasp these chances further becomes an important issue. This research bases on all the relationships of demand and supply, industrial structure, and industrial environment, analyzes the possible transition of industrial structure of mobile communication, and then finds out the opportunities for software industrial and gives some feasible proposals.