台灣背光模組產業的未來競爭優勢之研究

A Study on Coming Competitive Advantage of Taiwan's Backlight Module Industry

林昌鍊

指導教授 ： 陳光辰

國立清華大學/工學院/工業工程與工程管理學系/碩士(2006年)

https://doi.org/10.6843/NTHU.2006.00276

摘要

摘 要
全球TFT-LCD產業興起，帶動液晶相關產業的蓬勃發展，預期未來將會有相當美好的前景。國內外相關產業大廠，對於如此龐大的市場商機，無不虎視眈眈爭奪是必然的趨勢。然而液晶本身不發光，背光模組為液晶面板發光顯示的來源，為僅次於彩色濾光片之第二大關鍵零組件，更是產業兢爭者之重點投資選項。
背光模組屬於高度客製化之產業，以客戶為導向，為客戶量身訂做簡單或複雜、量大或量小的組裝產品，它可藉由大量產品客製化的策略，讓製造業者隨時提供下游面板客戶所需要的產品；亦可專注於客製化產品的設計，研發出符合客戶需求的零組件，以應用於產品上。利用以上兩種模式增加企業營收及強化客戶合作關係，進而促進產業之長期競爭優勢。
背光模組的關鍵零組件有稜鏡片、導光板及冷陰極管等三種，合計約佔背光模組總成本的63%。目前台灣背光模組之關鍵零組件及其製作原料來源，大部份掌握在日、美少數廠商的手上，若台灣背光模組產業長期如此發展下去，將造成產業空洞化與無法深耕之處境。
本研究的目的，擬藉由國內外相關產業資料與台灣廠商現況，探討台灣背光模組產業在目前國際競爭的壓力下，如何面對未來TFT-LCD產業龐大的市場，找出競爭優勢，以達到產業永續生存、根留台灣之目的。

關鍵字：薄膜液晶顯示器、背光模組

關鍵字

薄膜液晶顯示器 ； 背光模組

並列摘要

Abstract
With the rise of the global TFT-LCD industry, the related liquid crystal industry is blooming. The magnificent foreground will expect in the future. It is inevitable trend that no matter internal or external related manufacturers have to eye with hostility to contest for this tremendous business. However, liquid crystal doesn’t display itself. Hence, the back light module that is second of the key components of LCD only less than color filter is provided the flat light to LCD. Even back light module is the important investment items among the industry rivals.

The back light module belongs to height customization industry that is focusing on the customer oriented, tailored, including simple, complex, grant or small quantity assembly products. The manufacturers can provide the products through the strategy of a customization mass production to fulfill the customer requirements. On the other hand, it can focus on the design of customization products, the development of components to satisfy the customer needs, and to apply onto their products. Using two kind of model above to increase the company gross and to enhance the partnership with customer is furthering a sustainable competitive advantage of the industry.

The key components of back light module are prism sheet, light guide and cold cathode fluorescent lamps that amounted to 63% of total materials cost. At present, the key components and the material resource of back light module are almost control by some Japanese or American companies. If the back light module industry of Taiwan is developing by this way, it will make the industry being in deindustrialization and unplowing situation.

The purpose of this research is to find the competitive advantages to make the sustainability and to stay in Taiwan by using the data of internal or external related Industry as well as the current situations of Taiwan manufacturers to discuss how to face the huge business of the TFT-LCD industry under pressure of international competition in the future.

Key word：TFT-LCD, Back Light Module.

並列關鍵字

TFT-LCD ； Back Light Module

參考文獻

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13.林來誠，液晶顯示器背光技術動向。

31.拓墣產業研究所，中國TFT-LCD廠商。(2004/3)

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參考文獻