- 學位論文
產業演化與企業經營策略關係之研究 —以液晶顯示器之驅動IC設計公司為例
The Relationship between Industry Evolution and Coporation Strategy -Case Study of Driver IC Design House in Liquid Crystal Display
摘要
隨著網際網路、數位資訊化之普及，可攜式資訊產品如筆記型電腦、行動電話等均快速發展與成長。由於液晶顯示器具有薄型化、輕量化、低耗電量等優點，順應著這股潮流呈現飛躍性的成長。 台灣液晶顯示器產業的起步雖較日、韓晚，但是發展十分迅速，2006年在大尺寸的出貨量已位居世界第一，主要是台灣液晶顯示器產業之上中下游產業鏈結構健全及技術成熟。而我國的IC設計產業亦已位居全球第二，其中與液晶顯示器產業息息相關的驅動IC設計業扮演著靈魂的角色。 本研究自液晶顯示器產業觀察驅動IC設計公司之經營策略發展，台灣產業分工模式也是產業演化關鍵因素，自液晶顯示器的需求面回應驅動IC的供給面；驅動IC與配合之上游晶圓廠、下游封裝廠的分工促進的專業技術累積；而驅動IC設計公司技術進步也進而刺激需求結構發生變化，從而促進產業演進。 未來，液晶顯示器的市場成長仍是樂觀的，尤其在液晶顯示器面板廠不斷跨足新世代生產線擴充產能的狀況下，台灣驅動IC設計公司在面對日、韓IC設計公司及可能竄起的大陸IC設計公司角逐市場佔有率的同時，必須在產業價值鏈中，根據自身不同的競爭條件尋找適當的定位，結合並運用如「擴張者」、「防禦者」、「向前整合」及「向後整合」等策略，才能充分發揮自身優勢，在激烈產業競爭中繼續生存與發展。
並列摘要
With the popularity of Internet and information digitization, portable IT products like notebooks and mobile phones have rapidly developed and grown. Because of its advantages like flat panel, light-weight and low power consumption, Liquid Crystal Display (LCD) has been riding this trend and growing in flying steps. Although Taiwan’s LCD industry started up behind Japan and Korea, it has grown apace. For year 2006, Taiwan has accounted for world’s number one output in large-size LCDs. This shows Taiwanese LCD industry’s healthy chain structure among upper-middle-lower streams and its maturity of technology. In addition, Taiwan also ranked world second largest in IC design industry, and driver IC design industry has played a critical role in the LCD arena in nowadays. This research focuses the strategies and development of driver IC design houses from the perspective of the LCD industry. The labor division model of Taiwanese industries is also one key factor of the industry’s evolution. As LCD’s demand side responses to driver IC’s supply side, and further, the labor division of which driver IC design houses cooperate with the upstream wafer fabs and the downstream assembly factories will facilitate the accumulation of professional technologies, and plus, driver IC design houses’ progress in technology will stimulate changes in demand structure, all the abovementioned have boosted the evolution of the industry. The future market growth of LCD industry still looks promising, especially when LCD panel manufacturers continue to stride into new-generation production lines and expand production capacity. For the competition in grasping and penetrating market share, driver IC design houses in Taiwan are now facing their competitors from Japan, Korea, and possibly from the emerging Mainland China. In order to survive and prosper in the fierce competition in this industry, Taiwan’s driver IC design houses need to position(or reposition) themselves in the industrial value chain according to different conditions by combining and utilizing various strategies effectively such as “defender strategy,” “prospector strategy,” “forward-integration strategy,” as well as “backward-integration strategy.”