TFT-LCD高階光學檢測設備國產化策略

Localization Strategy of TFT-LCD High-End Optical Inspection Equipment

李柏蒼(Po-Tsang Lee)

指導教授 ： 林則孟

國立清華大學/科技管理學院/高階主管經營管理碩士在職專班/碩士(2009年)

https://doi.org/10.6843/NTHU.2009.00506

摘要

政府在兩兆雙星計劃的推動下，半導體產業與光電產業對台灣來說，幾乎是主要的經濟命脈，為了維繫這兩大產業的持續領先，產官學投入許多資源，其中關於光學檢測產業部分，因AOI設備市場結合光電技術、影像處理技術與自動化應用，每年市場需求大幅增加。隨著系統微小化與高速化的需求，AOI成為高科技產業競爭的關鍵，設備廠商在IC、FPD測試設備技術上，如光學技術、視覺辨識技術、電性測試技術等已具備一定的水準。
工研院量測中心近年來推動台灣AOI產業上、中、下游的分工與整合，積極推動資訊、技術、與人才的交流，擴大產業合作的效益。有鑑於高階光學檢測設備乃未來品質管制之趨勢及其龐大的產值，且目前國內之市場大都被外國廠商所佔據，為了降低國內設備購買者之生產成本及提高設備提供者之競爭力，故作此研究。
台灣TFT-LCD光學檢測產業的一般標準品在台灣利潤已很低，必須研發生產附加經濟價值較高的產品，才能擺脫國外的競爭，創造「藍海策略」的經營環境。本研究透過產業之生態分析及SWOT分析找出高階光學檢測設備國產化之維持、防禦、強化及避險等相關策略及未來應努力之方向，期盼本研究可提供台灣TFT-LCD高階光學產業業者未來發展之借鏡與策略上的建議。

關鍵字

AOI自動光學檢測 ； 國產化 ； TFT-LCD

並列摘要

The semiconductor and TFT-LCD industry played almost a main role as the major economical source in Taiwan. This is based on the impetus given by the "Two Trillion, Twin Star Industry' to the Taiwan government. To be in the lead in these two industries, government-university-industry invests lots of resources. Due to the combining of the AOI market with photonics technology, image processing technology, and automation, demand of market increases annually in Optical Inspection Industry. By the demand of system down-scaling and higher speed, AOI becomes a key point of competition in high-technology industry. In technology of IC and FPD inspection equipment, vendors have had a specific standard in such as optical technology, visual recognition technology, and electrical property testing.
In recent years, Center for Measurement Standards of Industrial Technology Research Institute has given an impetus to job assignment and integration of upstream to downstream of AOI industry, and has given an impetus to interchange with information, technology, and talented people to enhance benefit of industrial cooperation. Due to the huge potential value of high-end optical inspection equipment which is the trend of quality control and local market is occupied by foreign companies, the target of this research is to lower cost of equipment from buyers and to enhance the market competition of local suppliers.
The standard equipment of TFT-LCD optical inspection industry in Taiwan is already low in profit, thus Taiwan must have research in higher value added equipment to get rid of foreign competition and to create “Blue Ocean”. Through analysis of industrial ecology and SWOT, this research finds out related strategies to maintain, defend, strengthen, and hedge localization of high-end optical inspection equipment. Hopefully this research can provide suggestions of future development and strategy to TFT-LCD optical inspection industry vendors in Taiwan.

並列關鍵字

AOI Optical Inspection ； Localization ； TFT-LCD

參考文獻

[14] 許宗政，2007，臺灣 TFT-LCD 設備國產化策略之研究，國立臺

[39] C.K. Prahalad, Gary Hamel - The CC of the Corporation

[30] Michael Goold，Andrew Campbell,1994, - Corporate-Level

參考文獻：

[1] 王旭昇，2006年2月，台灣LCD設備產業