台灣TFT-LCD面板產業廠商競爭策略分析之研究

AN ANALYSIS OF THE COMPETITIVE STRATEGIES ON TFT-LCD INDUSTRY IN TAIWAN

許德聖(TE - SHEN HSU)

指導教授 ： 廖森貴

國立臺北科技大學/管理學院/商業自動化與管理研究所/碩士(2006年)

摘要

台灣 TFT-LCD(Thin Film Transistor LCD) 面板產業在IT產業蓬勃發展下成長，進而帶動對上游原料市場的需求。於桃竹區域與台南科學園區儼然成形的光電聚落，此一產業群聚的現象，以及相關的產業競爭策略引起廣泛研究。自 Poter (1990)提出產業群聚的概念後，學界出現許多不同層面的解釋，嚐試歸納產業群聚形成的原因， 並提出後續競爭優劣勢的分析。由於貿易逐步自由化與亞洲金融風暴、貨幣貶值、區域經濟之競爭壓力下，目前全球之大型TFT-LCD 產品之主要生產地為亞洲地區，其中台灣、日本、韓國之廠商已囊括全球近乎百分百之市場佔有率，此三地區之廠商所進行之商業行為，將緊密地牽動全世界整體大型TFT-LCD 產業之變化。
本研究採用個案研究法，選擇臺灣五大TFT-LCD面板廠商(友達、奇美、華映、瀚宇彩晶、廣輝)，經由既有文獻的歸納和個案發現的推演後，歸納出臺灣TFT-LCD產業之最佳競爭策略，以供業界參考。台灣廠商之主要競爭優勢在於彈性之製造管理能力及良好之市場行銷通路，積極進行垂直策略聯盟以尋求與供應商及銷售通路間的垂直鏈結，使得相關的價值活動達到最佳化，以強化企業之競爭優勢。因此業者必須掌握企業核心競爭力、認清液晶循環趨勢及擬定企業競爭策略;進而尋求企業合併與上中下游產業的垂直整合;並且建議政府提供穩定的投資環境與提昇廠商研發能力，藉以在TFT-LCD產業中取得持續性的競爭優勢。

關鍵字

TFT-LCD ； 產業群聚 ； 垂直整合策略

並列摘要

Taiwan TFT- LCD ( Thin Film Transistor LCD) industry at IT industry vigorous develops under growth, Ands furthur mobilize to headstream ingredient market's requirement. In Tauyen Hsinchu area and Tainan scientific park solemn shaped photoelectric gather, This a industrial group forgather phenomenon, And relative industry compete tactic cause extensively research. Since Poter ( 1990) Brings up industrial group forgather behind concept, Educational circles appears many different levels interpretation, Tries generalize industrial group forgather form cause, And brings up follow-up competition excellence inferior position's analysis. Because trades gradual liberalize with Asia finance storm, Coin depreciation, Under area economy's competition pressure, At present global large-scale TFT- LCD Product manufactures field for Asia area, Thereinto Taiwan, Japan, Korea manufacturer already include global nearly a hundred marks hundred market share, This three areas manufacturer proceed zhi commerce behaviour, Will be tight field affect the whole world whole large-scale TFT- LCD Industry's change.

This researches case study of investigation, Chooses Taiwan five biggest TFT- LCD manufacturer (AU、CMO、CPT、Hannstar、QDI) , By already have document generalize sum individual cases discover deduce behind, Generalizes come out Taiwan TFT- LCD industry best competes tactic, As supplies in the field referrence. Taiwan manufacturer's chief competition advantage consist in elasticity manufacture capacity of management and good market sell access, Active proceeds plumb tactic federation as look for with provider and sale plumb chain of close between access, Makes relative value reach best melt, As aggrandizes enterprise's competition advantage. So operator hads to master enterprise core competitive power, Sees clearly liquid crystal follow a ring tendency and draw up enterprise compete tactic; Ands furthur look for enterprise combine with on middle and lower level industry plumb integration; And suggestion government supplies stable investment environment and promote manufacturer develop ability, By means of as at TFT- LCD acquires go on sexual competition advantage in industry。

並列關鍵字

TFT-LCD ； Industrial group forgather ； Vertical Integration Strategies

參考文獻

[8]黃素莉，台灣TFT-LCD廠商對關鍵零組件之統治結構，中原大學企業管理研究所碩士論文，pp.5-1~5-17，2003年。

[3]Porter, M. E., 1985, Competitive Advantage , New York：Free Press.

[4]Porter, M. E., 1990, The Competitive advantage of Nations, New York：Free Press.

[7]Sunyang Chung, 2000, Innovation Policies：Korean innovation policies for small and medium-sized enterprises, Journal of International Science Policy Foundation.

(一) 中文部份