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研究生:吳俊緯
研究生(外文):Chun-Wei Wu
論文名稱:從破壞性創新與高科技產品行銷來探索個人電腦之創新模式─美商超微半導體(AMD)個案研究
論文名稱(外文):From Disruptive Innovation and Hi-Tech Marketing Perspectives to Explore Personal Computers Innovation Model-Case Study of Advanced Micro Devices, Inc.(AMD)
指導教授:洪光宗洪光宗引用關係
指導教授(外文):Guang-Chu Hung
學位類別:碩士
校院名稱:世新大學
系所名稱:國際經營管理碩士學位學程碩士班
學門:商業及管理學門
學類:企業管理學類
論文種類:學術論文
論文出版年:2010
畢業學年度:98
語文別:英文
論文頁數:70
中文關鍵詞:個人電腦破壞性創新開放式創新開放式平台高科技產品行銷
外文關鍵詞:Personal ComputerDisruptive InnovationOpen InnovationOpen PlatformHi-Tech Product Marketing
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Advanced Micro Devices has been competing with Intel in the over than thirty years through disruptive innovation technology. Currently, AMD is the onlyfirm who can provide complete solution of computer in this market through disruptive innovation, the “consumer-centric”,including microprocessor, chipset, and graphic in different computer platform.

This research adopts“Qualitative Research”and“Case Study”to understand how AMD devotes its attention to develop its products through disruptive innovation in order to satisfy customer's demand by its low-cost, high stability, and high performance. AMD has presented their abilities of lead technology in different computer development periods.

We could to perspective innovation model by “Disruptive Innovation”, “Open Innovation” and “Open Platform”of AMD in PC market. Therefore, we can duplicate this innovation model to create unique successful strategy.

The Innovation comes from imitation. AMD once produced Intel-compatible product in early stage, and most products were reflection Intel’s specification in Epoch I/II. But “Imitation is more valuable than innovation”.Imitation is underappreciated. It can be more important to business growth than innovation could be. Imitation is not mindless repetition; it is an intelligent search for cause and effect. Therefore, AMD created successful produce,business model, and market strategy from their unique disruptive innovation technology in each Epoch.
TABLE OF CONTENTS
1. Introduction .......................................................... 1
1.1 Research Background .................................................. 1
1.2 Scope of Study ....................................................... 5
1.3 Research Objectives .................................................. 6
1.4 Structure ............................................................ 7
2. Literature Review...................................................... 9
2.1 Personal Computer Architecture ....................................... 9
2.2 Disruptive Innovation ............................................... 14
2.3 Open Innovation...................................................... 20
3. Methodology .......................................................... 25
3.1 Qualitative Research ................................................ 25
3.2 Case Study .......................................................... 26
4. Case Study of AMD .................................................... 28
4.1 The Company background .............................................. 28
4.2 Epoch I: Second Source Provider and Challenges Intel ................ 31
4.3 Epoch II: Leads and Extends Innovation Leadership ................... 36
4.4 Epoch III: Powering the Future of Computing ......................... 40
4.5 Marketing Strategy and Analysis ..................................... 49
5. Conclusions and Suggestion ........................................... 53
5.1 Limitations ......................................................... 53
5.2 Conclusions ......................................................... 53
5.3 Suggestions ......................................................... 56
Reference ............................................................... 58

List of Figures
Figure 1.1: Total Number of Personal Computer worldwide in 1993, 1998,
2003 ............................................................... 1
Figure 1.2: Asus Eee PC ............................................ 2
Figure 1.3: Global PC Forecast ..................................... 3
Figure 1.4: Product Life Cycle ..................................... 4
Figure 1.5: Research Framework ..................................... 8
Figure 2.1: AMD 8086 and 8088 Microprocessor ...................... 10
Figure 2.2: Diagram of Tradition Motherboard Architecture ......... 11
Figure 2.3: Diagram of a modern motherboard Architecture .......... 12
Figure 2.4: Function of Motherboard ............................... 14
Figure 2.5: Disruptive Innovation ................................. 15
Figure 2.6: “How to Place Your Best Bets,” Strategy and Innovation 20
Figure 2.7: Open Innovation paradigm ............................... 21
Figure 2.8: Open Innovation Paradigm ............................... 22
Figure 2.9: Closed Business VS Open Business ....................... 24
Figure 4.1: Preliminary WW Ranking of Top 20 Suppliers of
Semicoductors in 2009 .............................................. 29
Figure 4.2: 2009 Top 25 Fabless IC Suppliers ....................... 29
Figure 4.3: AMD Innovation Timeline ................................ 30
Figure 4.4: Slot A and Microprocessor .............................. 32
Figure 4.5: AMD disruptive innovation model in Epoch I ............. 34
Figure 4.6: AMD Open Platform Management Architecture of
Participation. ..................................................... 37
Figure 4.7: AMD Open Innovation Process ............................ 38
Figure 4.8: AMD disruptive innovation model in Epoch II ............ 39
Figure 4.9: AMD + ATI = Formidable Company.......................... 41
Figure 4.10: x86 microprocessor generations focused on different
methods for improving application performance ...................... 43
Figure 4.11: AMD heterogeneous multi-core processor contains multiple
cores designed for specialized tasks. .............................. 44
Figure 4.12: Moore’s Law .......................................... 45
Figure 4.13: AMD disruptive innovation model in Epoch III .......... 47
Figure 4.14: Amdahl’s Law shows how application performance
improves the amount of serial work diminishes and the number
of microprocessors ................................................. 48
Figure 4.15: AMD marketing strategy model in PC market ............. 51
Figure 5.1: 2010 Personal Computer Forecasts ....................... 54

List of Tables
Table 2.1: Closed Innovation VS Open Innovation Principle .......... 23
Table 4.1: AMD Microprocessor List ................................. 31
Table 4.2: AMD V.S Intel Product Price. ............................ 35
Table 4.3: AMD VISION Technology Campaign .......................... 50
【1】 Clayton M. Christensen (1997), The Innovator’s Dilemma: When New Technology Cause Great Firms to Fail.
【2】 Clayton M. Christensen/ Michael E Raynor (2003), The Innovators Solution:Creating and Sustaining Successful Growth.
【3】 Clayton M. Christensen/ Scott D Anthony/ Erik A. Roth (2004), Seeing What’s Next: Using the Theories of Innovation to Predict Industry change.
【4】 Joe M. Bohlen, George M. Beal, and Everett M. Rogers(1961), Rogers' bell curve, The Product Adaption Lifecycle.
【5】 Everett M. Rogers (1962), Diffusion of Innovation.
【6】 Scott D. Anthony, Mark W. Johnson, and Matt Eyring (2004), How to Place your Best Bets, Strategy and Innovation, A Diagnostic for Disruptive Innovation.
【7】 Henry Chesbrough (2003), Open Innovation: The New Imperative for Creating and Profiting from Technology.
【8】 Henry Chesbrough (2006), Open Business Models: How To Thrive In The New Innovation Landscape.
【9】 Henry Chesbrough (2007), Embracing Open Innovation model, Optimize Magazine.
【10】 Robert Burgelman (2002), Strategy is Destiny, How Strategy-Marking Shapes a Company’s Future.
【11】 Pip Coburn (2006), The Change Function: Why Some Technologies Take Off and Others Crash and Burn.
【12】 Scott D. Anthony, Mark W. Johnson, Joseph V. Sinfield, Elizabeth J. Altman,(2008), The Innovator’s Guide to Growth: Putting Disruptive Innovation to Work.
【13】 Erwin Danneels (2004), Journal of Product Innovation Management, Disruptive Technology Reconsidered: A Critique and Research Agenda.
【14】 Clayton M. Christensen, Michael E. Raynor, and Scott D. Anthony(2003), Harvard Business Review, Six Keys to Building New Markets by Unleashing Disruptive Innovation.
【15】 Erwin Danneels (2006), Journal of Product Innovation Management,Dialogue on the Effects of Disruptive Technology on Firms and Industries.
【16】 Theodore Levitt (1965), “Exploit the Product Life Cycle”, Harvard Business Review on 1 November 1965.
【17】 AMD Whitepaper (2009), Future is Fusion, The Industry-Changing Impact of Accelerated Computer.
【18】 Amdahl Gene (1967), Amdahl’s Law, Validity of the Single Processor Approach to Achieving Large-Scale Computing Capabilities.
【19】 Chen, Wu Tung (2002), National Chiao Tung University, Master Thesis,Innovation Management of Business Strategy.
【20】 Lin, Chuan Po (2008), National Chiao Tung University, Master Thesis, An Analysis of Mediatek’s Growth Strategy.
【21】 Tsai, Yueh Chun (2005), National Chiao Tung University, Master Thesis,From The Disruptive Innovation And High-Tech Product Marketing Perspectives to Explore VOIP Innovation Model – Skype & Yahoo BB as Example.
【22】 Rebecca Liao (2006), Stanford University, Master Thesis, Strategic Interaction, Complementary Technology, and Innovation in the Computer Industry.
【23】 Peggy Chan (1998), The University of Hong Kong, Master Thesis, Brand Building Into PRC- A Case Study of Intel
【24】 Ronald Goettler, University of Chicago, Brett Gordon, Columbia University (2008), Thesis, Competition and Innovation in the Microprocessor Industry:Does AMD spur Intel to innovate more?
【25】 Roger Smith (2006), Model benders LLC, paper. The Disruptive Potential of Game Technologies: Lessons Learn from its Impact on the Military Simulation Industry.
【26】 Hyun S Shin, Long Island University, Mariko Sakakibara, UCLA,Dominique M. Hanssens, UCLA, Paper, Marketing and R&D Investment of Leader vs. Follower.
【27】 iSuppli News, Oct 2009, Global PC Forecast.
http://www.isuppli.com/Pages/L1_ComputePlatforms.aspx
【28】 EETimes, March, 18, 2010.Spending on gadgets shows shift in priorities:Despite downturn, consumers dug deep to buy hottest electronics, says isuppli. Dylan McGrath.
http://www.eetimes.com/showArticle.jhtml?articleID=224000125
【29】 The Economist online, December, 29, 2009. It’s a PC world, Global computer ownership will continue to rise 2010.http://www.economist.com/daily/chartgallery/displayStory.cfm?story_id=E1_TVDGNSTD
【30】 BBC News, July, 1 2002, Jane Wakefield. Computers reach one billion markets.
http://news.bbc.co.uk/2/hi/science/nature/2078510.stm
【31】 PC world, June, 20 2007, iSuppli Raises 2007 Computer Sales Forecast.Jonny Evans.
http://www.pcworld.com/article/133102/isuppli_raises_2007_computer_sales_forecast.html
【32】 Gartner Newsroom, June, 23 2008, Gartner says more than 1 billion PCs InUse Worldwide and Headed to 2 Billion Units by 2014.
http://www.gartner.com/it/page.jsp?id=703807
【33】 OLPC News December, 2008, 4P Computing – Negroponte’s 14 million Laptop Impact.
http://www.olpcnews.com/use_cases/technology/4p_computing_olpc_impact.html
【34】 ITU Statistic Report. November, 09, 2005, Total number of fix lines,Developed versus Developing - country divide - mobile phone, personal,computer and Internet user worldwide in 1993, 1998, 2003.
http://www.itu.int/ITU-D/ict/statistics/ict/index.html
【35】 IC Insight News, January, 19, 2010, Qualcomm and AMD Lead List of Top 25 Fabless IC Suppliers.
http://www.icinsights.com/news/bulletins/bulletins2010/bulletin20100119.html
【36】 AMD News Press, June, 23, 1999, AMD Ships the World's Fastest x86 Microprocessor.
http://www.amd.com/us/press-releases/Pages/Press_Release_778.aspx
【37】 AMD News Press, February, 28,2005, AMD Announces Specification For Open Platform Management Architecture.
http://www.amd.com/us/press-releases/Pages/Press_Release_95073.aspx
【38】 AMD News Press, July, 24. 2006, AMD and ATI to Create Processing Powerhouse.
http://www.amd.com/us/press-releases/Pages/Press_Release_110899.aspx
【39】 AMD News Press, March, 2, 2009, AMD Closes “Asset Smart”Transaction – Fulfills Vision to Create Two Leadership Companies Capable of Delivering Transformative Innovation and Impact to the Global Technology Industry.
http://www.amd.com/us/press-releases/Pages/amd_closes_asset_smart-2009
mar02.aspx
【40】 AMD News Press, September, 30, 2009, AMD Fusion Partner Program Designed to Help Drive Global AMD Channel Growth and Partner Success.
http://www.amd.com/us/press-releases/Pages/amd-fusion-part-prog-2009sep29.aspx
【41】 AMD News Press, October, 22, 2009, VISION Technology from AMD Helps Speed and Simplify Next-Generation Computing with Windows 7.
http://www.amd.com/us/press-releases/Pages/vision-and-windows-7-2009oct22.aspx
【42】 AMD News Press, January, 4, 2010, VISION Pro Technology from AMD Gives Businesses the Competitive Advantage of Powerful and Responsive Visual Computing.
http://www.amd.com/us/press-releases/Pages/vision-pro-2010jan4.aspx
【43】 AMD News, May, 12, 2010, PC Manufacturers Triple Number of Notebook Platforms that Feature VISION Technology from AMD.
http://www.amd.com/us/press-releases/Pages/pc-manufacturers-triple-2010may12.aspx
【44】 AMD, Introducing VISION Pro Technology from AMD.
http://sites.amd.com/US/BUSINESS/PRODUCTS/Pages/vision-pro.aspx?cm
pid=visprolan01
【45】 AMD Vision Technology, What is Vision.
http://sites.amd.com/us/vision/what-is-vision/Pages/what-is-vision.aspx
【46】 iSuppli News, November, 23, 2009.Semiconductor Market Declines Less Than Expected, Samsung Shines in 2009.
http://www.isuppli.com/News/Pages/Semiconductor-Market-Declines-Less-Than-Expected-Samsung-Shines-in-2009.aspx
【47】 Industry Week, January, 6, 2004, Open Innovation? Reward and Challenges.John Teresko.
http://www.industryweek.com/CurrentArticles/asp/articles.asp?ArticleId=1627
【48】 Intel® Centrino® 2 Processor Technology.
http://www.intel.com/products/centrino/
【49】 Digitimes, May, 13, 2010, Notebook vendors aggressively launching AMD-based products.
http://www.digitimes.com/news/a20100513PD210.html
【50】 Harvard Business Review, April, 1, 2010, Oded Shenkar, Defend Your Research: Imitation Is More Valuable Than Innovation.
http://hbr.org/2010/04/defend-your-research-imitation-is-more-valuable-thaninnovation/ar/1
【51】 CNET News, July 25, 2005, Michael Kanellos, AMD’s server share leaps 10 percent market.
http://news.cnet.com/AMDs-server-share-leaps-10-percent-mark/2100-1006_3-5803568.html
【52】 Tom’s Hardware, December 15, 2006, Mark Raby, Trend analysis.
http://www.tomshardware.com/reviews/processor-price-performance-12-15-06,1883-2.html
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