平台基礎生態系中的企業分工與專屬性資產：英特爾、品牌企業、代工廠商的個案分析

The Interfirm Division of Labor and Specific Assets in the Platform-based Ecosystem: The Case Study of Intel, Brand Firm and Contract Manufacturer

本研究釐清在平台基礎生態系中，企業專業分工所形成的原因，及進一步解釋台灣代工廠商如何與歐美品牌廠商，基於英特爾的CPU技術平台來進行專業性資產的投資。有別於過去平台基礎生態系的研究大多主張一直維持在高度互補性與高度移動性，而是一種適應與學習平台的技術變化而改變互補性與移動性，並強調平台業者會透過標準來影響組織間關係，本研究則是主張標準並非能夠全然地定義出高度互補性與高度移動性的組織間關係。我們將平台的技術變化納入組織間關係的探討，並提出平台專屬性資產才是會影響組織間關係的互補性與移動性。從伺服器電腦品牌廠商與代工廠商的觀點來釐清組織間關係，其也能夠補足平台基礎生態系中對於互補財廠商的探討不足之處。

This research explores the interorganizational relationships between server PC brand firms and contract manufacturers in the server PC ecosystem. We found that this kind of interorganizational relationship is not that the previous studies have emphasized a high degree of complementarity and mobility, but rather an adaptation and learning to accommodate platform technology changes, which results in changing complementarity and mobility. We found that server PC brand firms and contract manufacturers (also known as complementors) will invest platform-specific assets required for new product development under the new generation of Intel (also known as platform firm) CPUs. In the past, most of the research on the platform-based ecosystem is from the platform firm’s perspective. It has emphasized that the platform firm’s standards will influence the relationships among organizations. This research argued that the standards couldn’t completely define a high degree of complementarity and mobility of interorganizational relationships. We incorporate the technological changes of the platform into the discussion of interorganizational relationships and propose that platform-specific assets are the ones that will affect the complementarity and mobility of interorganizational relationships. We clarify the interorganizational relationship from the perspective of server PC firms and contract manufacturers, which can also complement the discussion of complementors’perspectives in the platform-based ecosystem.