國內LED應用在背光及照明經營策略之研究-以A公司為例

The Study of Operating Strategies of LED Backlighting and Lighting Applications in Taiwan- A Case Study of A Company

鄒佩芸(Pei-Yun Tsou)

指導教授 ： 鄭雅穗

元智大學/管理學院/管理碩士在職專班/碩士(2011年)

摘要

在各類光電元件中，發光二極體(LED，Light Emitting Diodes)發展歷史悠久，應用領域廣泛，為各類光電元件中市場值最大的元件。隨著中大尺寸LED背光市場快速走向普及，LED產業的高毛利時代即將結束，國內LED廠商也正急於尋找LED的出海口，同時在節能減碳的風潮帶領下，LED照明將是人類照明史上繼白熾燈、螢光燈之後的一次飛躍，逐步成為照明產品21世紀的新世代主角。
LED產業從小尺寸LED背光模組及傳統燈飾的應用市場，進入中大尺寸LED背光應用及LED照明市場，加速手機市場的滲透率，也相繼帶動NB、TV及照明市場的發展。未來幾年LED在背光模組與照明此二大應用領域，將逐年成長。各廠商看好此應用市場的發展性，形成了廠商競爭的環境，在此競爭環境下，不僅技術面不斷精進，在價格上也漸漸接近傳統光源的製造成本。
綜合上述，在新應用刺激需求前提下，LED產業前景相當樂觀。本研究將以LED背光應用及LED照明應用為二大主要構面，分析國內LED應用在背光及照明之產業環境發展趨勢，並藉由探討個案公司內部的競爭優勢及可運用的資源，協助個案公司找到在LED產業適當的發展策略，亦提供給國內同質企業在擬訂經營策略時的參考方向。

關鍵字

LED應用 ； 背光源 ； 照明 ； 經營策略

並列摘要

In all kinds of optoelectronic devices, LED has long history of development and wide application scope, and it is the device with largest market value among all kinds of optoelectronic devices. Along with the fast popularity of medium and large size LED backlighting market, the high net profit era of LED industry is going to end, hence, many domestic LED suppliers are eager to find an oversea market for LED; meanwhile, under the leading of the trend of energy saving and carbon reduction, LED lighting is going to be the main role of new generation of 21st century in the lighting product field, that is, it is going to be a great leap in human’s lighting history after incandescent lamp and fluorescent lamp.
LED industry has changed from small size LED backlighting module and traditional lighting decorator application market to medium and large size LED backlighting application and LED lighting market; it not only accelerates the penetration rate of mobile phone market, but also brings up the NB, TV and lighting market. In the next few years, LED is going to have gradual growth year by year in two major application fields of backlighting module and lighting. Many enterprises have good expectation on this application market, hence, a very competitive environment is formed. Under such competitive environment, not only the technology have advanced forwards a lot, but also the price has approached gradually to the price of traditional light source.
To sum up, it can be seen that under the premise of the stimulation of demand by new application, the future market vision of LED industry is going to be very optimistic. This study is going to use LED backlighting application and LED lighting application as two major perspectives to analyze the development trend of industry environment for domestic LED with application in backlighting and lighting field, meanwhile, through the investigation of the internal competitive advantages and applicable resource of the case study company, we are able to help the case study company to find out suitable development strategy in LED industry, moreover, the results of this study should be able to be used as reference by domestic suppliers of the same industry in preparing business strategy.

並列關鍵字

LED application ； Backlighting ； Lighting ； Operating strategy

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