LCD光罩盒的利基市場

半導體產業和LCD面板產業已非常成熟，其光罩盒使用已超過20年以上，全世界光罩盒產值估計約20億台幣，市場毛利率高達50%，目前光罩盒皆由美、日、韓供貨。技術領先的日本，在這一是市場初期導入是無庸置疑的，過去10幾年大部分生產已轉單到韓國，這十幾年中，台灣已是晶圓代工排名第1、LCD出貨量排名2,3名，光罩盒在台灣供應商算是少之又少。台灣的半導體和LCD面板在世界上的佔有率，算是名列前茅，卻在這一塊利基市場20年都沾不到一點邊，對於這一點著實的令人不解，這並不是一個短暫的利基市場，台灣為何摸不到邊，是真的技術不到位?還是沒找到對的客戶可以導入?值得探討研究。在這樣的一個產業鏈中，在眾多產品中如何在其中找出有利基可圖的產品，在初期階段，除了市場調查外，並可用麥克波特的五力分析、策略地圖的理論進行光罩盒利基市場和是否可以開發作分析。未來幾年,中國大陸進入高峰量產期，光罩盒需求將暴增。科技持續日新月異，半導體和LCD的是用量，持續的導入每一個人的生活當中，在未來的半導體產業和LCD廠商競爭中，中國大陸將會是最大量客戶，光罩大部分都是從台灣出口，但光罩盒卻又從日、韓進口。研究開發結果，台灣可以自行生產光罩盒來販售，從速度、時間、成本來創造多贏局面。

關鍵字

五力分析；策略地圖； LCD ；光罩盒；面板；利基市場

並列摘要

Both semiconductor and LCD panel industries have advanced and proven technologies. The photomask boxes have been used for more than two decades. The global photomask box output is estimated at around NT 2 billion every year with a gross margin up to 50%. In today's market, photomask boxes are mostly supplied by the United States, Japan and Korea. Japan is certainly leading the market with its advanced technologies and is often seen as the first choice in this market. In the past 10 years, most of the production had moved to South Korea at the same time, Taiwan’s foundry is ranked no. 1 in the world and LCD shipments is ranked no. 2 and no. 3. On the contrary the photomask box suppliers are rarely seen in Taiwan. Taiwan's global market share in semiconductor and LCD panel are regardless the best among all, but almost nothing in the niche market in the last 20 years which is a mystery. This is not a short term niche market and why Taiwan offers nothing? Does Taiwan not have the right technologies or Taiwan never came across with the right customers? This is worth exploring and studying. In such an industry chain, how do we identify the right product with foreseeable profit? In the early stages, besides market research, Mike Porter's five-force analysis, strategic map could be applied to analyze if the market of photomask box can be developed. In the years to come, the Mainland China will enter the peak production period and the photomask box demand will surge. Nowadays, technology is constantly & rapidly changing, semiconductor and LCD are continuously heavily engaged in our lives. In the competitive future of semiconductor and LCD industries, Mainland China will be the largest market. Most of the photomasks will be imported from Taiwan, but photomask boxes will be imported from Japan and Korea. In results of this research, Taiwan could manufacture & sell its own photomask box and create a multi - winner scene with its advantages in responsiveness, capacity and cost.