能耐基礎成長與垂直鏈佈局關係之研究－以台灣TFT-LCD產業為例

The impacts of Competence-based growth Strategy on Vertical Chain Configuration-an empirical study of Taiwan TFT-LCD industry

施沛華(Pei-Hua Shih)

指導教授 ： 呂鴻德 ； 邱奕嘉

中原大學/商學院/企業管理研究所/碩士(2004年)

https://doi.org/10.6840/cycu200400241

摘要

隨著半導體產業技術快速進步的同時，如今台灣也已成為繼日本及韓國之後，中小型液晶顯示器的生產重鎮，企業的資源與能耐將會影響廠商間的合作關係，友達與其他TFT-LCD大廠進入此產業的經營模式，技術皆由日本技轉而來，與奇美以技術自主作進入此產業的成長歷程相較，無論是在策略的擬訂、企業的成長以至於後來垂直鏈佈局差異頗大，有鑒於此，本研究期望能針對台灣TFT-LCD產業進行深入的探討，分析台灣TFT-LCD產業廠商，其能耐基礎成長策略與垂直整合策略為何，其間之關聯性為何？又兩策略之擬訂受何成長策略因素之影響，對於垂直鏈佈局又將產生什麼樣的影響？希冀此研究能提供TFT-LCD產業業者之策略運用建議及參考。

　　本研究採取個案研究法，以台灣TFT-LCD產業五大廠商為研究對象，包括友達光電、奇美電子、中華映管、瀚宇彩晶及廣輝電子等台灣前五大面版廠，在深度訪談後經由次級資料分析與個案匯整後，發展出相關命題。本研究結果發現：

1. TFT-LCD廠商資源能耐相似度高，其能耐基礎成長策略採取延伸策略；TFT-LCD廠商資源能耐相似度低，其能耐基礎成長策略採取建構策略。
2. TFT-LCD廠商技術變化程度高，其能耐基礎成長策略採取建構策略；TFT-LCD廠商技術變化程度低，其能耐基礎成長策略採取延伸策略。
3. TFT-LCD廠商產業內競爭度高，其能耐基礎成長策略採取延伸策略；TFT-LCD廠商產業內競爭度低，其能耐基礎成長策略採取建構策略。
4. TFT-LCD廠商資源能耐相似度高，其垂直整合策略可採向前，亦可採向後策略；TFT-LCD廠商資源能耐相似度低，其垂直整合策略採取向後策略。
5. TFT-LCD廠商產業內競爭程度低，其垂直整合策略採取向後策略；TFT-LCD廠商產業內競爭程度高，其垂直整合策略採取向前策略。
6. TFT-LCD廠商採取能耐延伸之能耐基礎成長策略，其垂直整合策略採取向前策略；TFT-LCD廠商採取能耐建構之能耐基礎成長策略，其垂直整合策略採取向後策略。

關鍵字

垂直鏈佈局 ； 能耐基礎成長策略 ； 垂直整合策略

並列摘要

Within the IC industry’s technology is progressing quickly, Taiwan has become the main produce center carry on Japan and Korea. The resources and competence of a industry will impact the cooperation among industries, AUO and other TFT-LCD industries’ entry-strategy are technological cooperation with Japan. Comparing with CMO’s growth strategy with Wholly-owned technology , no matter what the business strategy、growth method、or the Vertical Chain Configuration are quite different. Therefore, this study wants to analyze the factors of Growth strategy, Competence-based growth Strategy, and Vertical Integration strategy of the TFT-LCD industries in Taiwan.

This research uses case study method and takes the TFT-LCD industries in Taiwan as the research object. This study selected 5 TFT-LCD industries, such as AUO, CMO, CPTT, HANNSTAR, and QDI. The results of this study are as followings:

1. When the similarity level of the TFT-LCD industries’ resource is high, and in the part of the competence-based growth strategy, they can adopt the competence leveraging strategy. When the similarity level of the TFT-LCD industries’ resource is low, and in the part of the competence-based growth strategy, they can adopt the competence building strategy.

2. When the variation level of the TFT-LCD industries’ technology is high, and in the part of the competence-based growth strategy, they can adopt the competence building strategy. When the variation level of the TFT-LCD industries’ technology is low, and in the part of the Competence-based growth strategy, the can adopt the competence leveraging strategy.

3. When the competition level of the TFT-LCD industries’ resource is high, and in the part of the competence-based growth strategy, they can adopt the competence leveraging strategy. When the competition level of the TFT-LCD industries’ resource is low, and in the part of the Competence-based growth strategy, they can adopt the competence building strategy.

4. When the similarity level of the TFT-LCD industries’ resource is high, and in the part of the vertical integration strategy, they can adopt the forward strategy and backward strategy. When the similarity level of the TFT-LCD industries’ resource is low, and in the part of the vertical integration strategy, they can adopt the backward strategy.

5. When the competition level of the TFT-LCD industries’ resource is low, and in the part of the vertical integration strategy, they can adopt the backward strategy. When the competition level of the TFT-LCD industries’ resource is high, and in the part of the vertical integration strategy, they can adopt the forward strategy.

6. The TFT-LCD industries adopt the competence leveraging strategy, and in the part of the vertical integration strategy, they can adopt the forward strategy. The TFT-LCD industries adopt the competence building strategy, and in the part of the vertical integration strategy, they can adopt the backward strategy.

並列關鍵字

Competence-based growth Strategy ； Vertical Integration strategy ； Vertical Chain Configuration

參考文獻

4. 林怡菁，（民92），台灣量販店成長策略、競爭策略與行銷組合關係之研究，私立中原大學企業管理學系碩士論文。

3. 奇美電子股份有限公司，www.cmo.com.tw

6. 廣輝電子股份有限公司，www.qdi.com.tw

11. 蘇怡如（民91），台灣集團企業多角化程度之探討，國立成功大學國際企業研究所碩士論文。

10. 蕭慕莉，（民92），TFT-LCD產業策略群組廠商之關鍵成功因素探討，元智大學管理研究所碩士論文。