Supply Chain Competitiveness in Microwave Communications Equipment Industry: From RF Transceiver Manufacturer''s Point of View

• Main Authors: James Chi, 紀俞名
• Other Authors: Anthony F. Han
• Format: Others
• Language: zh-TW
• Published: 2003
• Online Access: http://ndltd.ncl.edu.tw/handle/89845778196533919763

碩士 === 國立交通大學 === 高階主管管理學程碩士班 === 91 === Internet applications are continuously expanding their global coverage, and multi-media technologies are improving rapidly. Accordingly, demand for bandwidth is becoming increasingly importance. PTP（Point to Point Radio）and LMDS (Local Multiple Distribution System) communication system represents a broadband access technology with low initial investment cost, thus facilitating networking planning and installation. Point-to-Point (PTP) radio can transmit from 45 to 155 Mbps, making it suitable for wireless backhauling and thus an appropriate substitute for optical fiber. LMDS can transmit telephony, video conferencing and data information. LMDS is a Broadband Wireless Access (BWA) transmission system in the 10 GHz to 42 GHz range. This new broadband technology is characterized by wide bandwidth (1 GHz), two-way communication and easy expansion. LMDS thus is an ideal communication system for high population density and metropolitan areas. This study examines microwave communication supply chain using the example of PTP and LMDS radio products. Starting with a survey of the microwave telecom market and an analysis of product characteristics, this study compares the pros and cons of PTP and LMDS products with those of XDSL and Cable Modem in last-mile applications. The study compares the supplier chain relationship between system providers and RF Transceiver manufacturers. Additionally, the competitiveness of RF Transceiver suppliers is compared in terms of manufacturing cost, R&D competence, SG&A cost and manufacturing location. This study analyzes the potential competitors and trends in product development. Finally, the author presents some suggestions for Taiwanese RF transceiver manufacturers regarding how to react and increase market share based on technology and geographic location.