台日韓TFT-LCD產業競爭優勢之研究-以友達、夏普、三星為例-

Competitive Advantage of TFT-LCD Industry among Taiwan, Japan, and South Korea:A Research of AUO, Sharp and Samsung

張慈恒(Tsz-Heng Chang)

指導教授 ： 任燿廷

淡江大學/國際研究學院/日本研究所碩士班/碩士(2007年)

https://doi.org/10.6846/TKU.2007.00309

摘要

台灣雖然較晚踏進TFT-LCD產業，但憑著台灣先天條件的優勢，資金充足與政府的優惠政策加持等條件之下，使得台灣的TFT-LCD產業在21世紀初快速的發展。韓國在TFT-LCD產業發展上採集團式經營的方式，善用集團內子公司關鍵零組件的資源，使得成本控制得易，競爭力也自然較他國強勢。日本是TFT-LCD產業的技術發源地，國內產業結構較他國完整，但經過1997年的亞洲金融風暴過後，日本經濟嚴重受挫，因此錯過了4、5代的擴廠時機。
台日韓為亞洲TFT-LCD產業中競爭力最強的三個國家，但台灣要如何在這競爭環境下生存呢？本研究發現：
(1).台灣擁有產能最強的5、6代生產線，且多與世界知名品牌合作，因此台灣在面板產業扮演重要的代工角色，但反觀日韓，上中下游產業結構明顯比台灣完整，若台灣政府能扮演輔助上下游產業結構發展關鍵的角色，再加上台灣廠商大量的面板產能實力，相信更能突顯台灣在TFT-LCD產業的核心競爭力。
　(2).韓國的三星與SONY成立的S-LCD，確實給台灣的廠商在品牌與代工的議題上帶來相當大的衝擊，以台灣現有的代工實力，如果台灣廠商能試著找尋日本廠商做為品牌與製造的合作對象，相信會成為台日的策略聯盟的一大創舉。
　(3).日後台日的策略聯盟的合作關係必定會成為日後對抗韓國的重要策略，除了增進台日的合作關係之外，必須要克服許多潛在的問題，例如：台灣國內產業稅制優惠期限的問題、產業過度保護及台日企業文化的差異等問題，若能克服以上問題點，相信會使台日兩國日後合作更加無阻礙，達到台日合作「雙贏」的可能性。

關鍵字

TFT-LCD ； 競爭力 ； 策略聯盟 ； 競合關係

並列摘要

Although Taiwan stepped into the industry comparatively later than the others, with its innate advantages of sufficient capital and government policy, Taiwan’s TFT-LCD industry developed rapidly in the beginning of 21st century.Korea developed the industry by “group-operating,” and they make use of key spare parts’ resources from subsidiary companies in the group, thus it’s easier to control cost, and the country’s competitiveness can be more powerful than others.The TFT-LCD industry technique originated from Japan, so it’s not hard to obtain equipment and materials here. However, after Asian Financial Crisis in 1997, Japan met an economic setback, and lost the chance to go forward to fourth and fifth generations.
In Asia, Japan, Taiwan and Korea are the top three in the TFT-LCD industry among the other countries, what should Taiwan do to survive under this circumstance? The followings are the points I want to state in this study:
First, Taiwan plays an important role as OEM in the panel industry because it is presently in the production line of fifth and sixth generation, which holds a powerful output, and most of its’ cooperation companion are international well-known Brand. If Taiwan government could accelerate the development of upstream and downstream of this industry, with Taiwanese companies’ outstanding output, its core competitiveness highlighted. Secondly, the S-LCD of Samsung/Sony cooperation has indeed brought impact to Taiwanese manufacturers on the issue of brands and equipment manufacturing. Taiwan now has a certain of OEM ability, if it can try to search for Japanese company to work with for brand and manufacturing, it should be a pioneering action of Japan-Taiwan strategic alliance. Third, The relationship of Japan-Taiwan strategic alliance will certainly be a momentous strategy to compete Korea. Besides for further cooperation relationship, the strategic alliance has to overcome many latent problems such as "tax preferential for industries in Taiwan," "over protection towards industries," "the differences between Taiwanese and Japanese industrial culture." If these problems could be solved, the relationship between Japan and Taiwan will surely be smoother to achieve win-win situation.

並列關鍵字

TFT-LCD ； competition ； strategic alliance ； relationship of competition and collaboration

參考文獻

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