背光模組乃為TFT-LCD關鍵的上游零組件之一。惟其產業目前正面臨低毛利、併購、淘汰等趨勢。各家背光模組廠商如何掌握其經營績效並創造競爭優勢,將成為未來賴以生存的必要條件。 本研究主要鎖定由資料包絡分析法 (DEA)及其衍生的視窗分析法 (Window Analysis)及麥式指數(Malmquist Index)等模型。針對2005年至2009年台灣上市櫃共六家背光模組廠商進行經營績效分析,並選擇固定資產淨額及營業成本做為模型的投入變數,而產出變數則為營業收入淨額,利用DEAP軟體取得其效率值,最後則以差額變數分析法做為績效改進的指標。 以下為本研究主要結果與發現: 1.各家背光模組廠商於2008年金融風暴時,因訂單驟減,均著手進行資產縮編,隨著營業收入迅速下降的趨勢,導致技術效率未充份達到最適化。 2.中強光電就各模型及其效率值分析而言,皆有明顯優於其他廠商的趨勢,進而成為該產業的學習標竿。
Backlight Module is one of the key upstream components in TFT-LCD industry. Although its industry is currently faced with low profit margins, mergers and acquisitions, out of such trends. How to control operating efficiency and create competitive advantages will become necessary conditions for future survival. This study adopts the Data Envelopment Analysis (DEA) modle、Window Analysis and Malmquist Index models to evaluate the operating efficiency. We collect six backlight Taiwanese listed companies during 2005 to 2009, and select the net fixed asset and operating cost as the model input variables while the output variable was the net operating incomes. The software we use to obtain these efficiency values is DEAP version 2.0. We also use Slack Analysis to show these manufacturers how to create competitive advantages. From this study, we find that : 1. Backlight Module manufacturers which were started downsizing due to orders plummeted and operating income declined rapidly. 2. According to the efficiency index, we find that Coretronic is one of the best manufacturers in backlight module industry.