在全球進入低毛利競爭丶資訊快速發展丶消費意識高漲丶追求產品多樣化個性化的時代，過去在電腦產業呼風喚雨的廠商，在蘋果公司推出iPad後，突然間發現原本的成功方程式已經不管用了。在強調差異化的行動通訊來臨的時代，打破原本的標準化而走向差異化，並從硬體導向變為軟體導向，以及走出辦公室，進入個人生活，而這些改變也剛好為原本電腦廠商的罩門。在蘋果公司所帶來的衝擊之下，到底其商業模式是如何的運作，以及其餘電腦廠商應該如何因應，來走出目前的困境，將是本文所要探討的目的。本研究將應用五力分析丶商業模式丶SWOT分析來探討華碩及宏碁的經營策略，以及未來可能面臨的挑戰和機會，以及最後來檢驗在蘋果2010年推出iPad的期間，在一些重大事件下，兩家公司的股價將會有著什麼不同的改變。研究結果發現，蘋果的崛起在於它了解用絕佳的商業模式來包裝優良的技術會比現有競爭者用漂亮時髦的設計，來包裝優良技術的做法更高明。因此蘋果在iTune的成功經驗下，再度開發提供應用產品的蘋果商店(App Store)，來使得軟體方面的布局更加完整。在堅強的軟體支援下，蘋果推出的iPad立刻改變現有電腦產業的結構，並且正式宣告行動通訊時代的來臨。非蘋果陣營的廠商原本的成功方程式失靈，消費性市場的Notebook和Netbook受到很大打擊，也使得非蘋果陣營廠商思考著商業模式應該如何的轉變，才能扭轉蘋果公司所帶來的衝擊。The past two decays say an era of low profit margins, the fast development of information technology, and upsurges of the consumer consciousness in the pursuit of product variety and personalization. These successful firms in the past computer industry find their successful formulas does not work anymore since the Apple launched iPad. In the emphasized era of mobile computing, It breaks the standardization toward differentiation, and hardware-oriented becomes software-oriented, and not only in office but also into personal life; most importantly, these changes are their weaknesses. As Apple makes a great impact, how does its business model work? And how does non-Apple firms respond to get rid of this dilemma? And that is an aims this thesis wants to explore. This research is going to apply five-force analysis, business model and SWOT to explore business strategy of Asus and Acer, and challenges and opportunities they will probably meet in the future. Finally, I will examine what difference both companies have in their stock price when some influential events happened. Our conclusion finds that Apple realizes that using excellent business model to pack outstanding technique would be clever than using fashionable design to pack outstanding technique. Hence, with successful experience of iTune, it develops App store to make complete position in software. Therefore, with strong support of software, Apple launched iPad to change the structure of computer industry immediately, and announce the era of mobile computing coming. Non-Apple firms fail in original successful formula, making them think how to change business model so that they can turn the corner form Apple’shock.
