臺灣 TFT-LCD 設備國產化策略之研究

An Analysis on the Local Sypply Strategies of TFT-LCD Manufacturing Equipments in Taiwan

許宗政(Chung-Cheng Hsu)

指導教授 ： 李吉仁

國立臺灣大學/管理學院/國際企業管理組/碩士(2007年)

https://doi.org/10.6342/NTU.2007.10429

摘要

薄膜電晶體液晶顯示器（TFT-LCD，Thin Film Transistor Liquid Crystal Display）是台灣政府積極推展之重點產業，並與已具優勢的半導體產業並列為『兩兆双星產業發展計畫』中的兩兆產業。由於平面顯示器逐漸取代傳統之 CRT 顯示器，已廣泛的被應用於生活中，因此 TFT-LCD 面板之需求預期將會逐漸增加。目前台灣和韓國已經成為世界兩大主要 TFT-LCD 生產國，但台灣在 TFT-LCD 設備生產的自給能力仍偏低，在關鍵設備、交期與價格受制於人的情況下，自然降低產業自主性，不利於將來的國際競爭，所以，如何將 TFT-LCD 設備國產化將對 TFT-LCD 產業的競爭力具有關鍵性的影響力。

此外台灣的機械產業在 2006 年總產值已上看八千億台幣，繼半導體產業與 LCD 產業同為「兩兆雙星」的產業之後將有機會成為下一個「兆元產業」； LCD 設備產業同時與 LCD 產業與機械產業相關，亦彰顯發展 LCD 設備產業的重要性。

本研究以策略管理與價值網相關理論為基礎，首先分析 TFT-LCD 市場現況與未來發展趨勢，接著討論 TFT-LCD 相關設備產業特性，探討台灣 TFT-LCD 設備產業的現況與未來發展潛力，並運用價值網分析國產化的策略以及運用策略活動系統圖具體提出策略執行重點。本研究適用於不同的 TFT-LCD 製程設備公司，期盼本研究可提供想跨入 TFT-LCD 設備生產之廠商可行的經營模式分析與競爭策略研擬之參考。

關鍵字

TFT-LCD 製程設備 ； 競合策略價值網

並列摘要

Along with the semiconductor industry, TFT-LCD industry in Taiwan has been regarded as one of the two strategic industries with trillion value. As the flat panel display has been widely applied in our daily life and usages, the demand of TFT-LCD panel is increasing quickly, especially in sight of future LCD TV application. In this particular industry, Taiwan and Korea are the two major suppliers in the world. However, as a late comer, the local supply for major process equipments in Taiwan is rather weak which in turn may reduce the long-run competitiveness of panel manufacturing in the global competition. Without local supply for especially critical equipments, delivery time and prices are controlled by the vendors from other countries; it becomes the archiles heel of the TFT-LCD panel makers in Taiwan. How to increase the extent of local supply for critical process equipments becomes the key issue for the development of TFT-LCD industry in Taiwan. In addition, as the size of Taiwan’s machinery industry has grown over 800 billion up to 2006, enhancing local supply of TFT-LCD process equipments would spur the growth of this industry to become another one-trillion industry in Taiwan.

Guided by the extant knowledge of industry analysis, strategy and value net theory, we first conduct an structure analysis on the TFT-LCD and its equipment industries. We then suggest co-opetitive strategies for those potential contenders for local supply of TFT-LCD equipments. This study also suggests that government and technology research institutes assist the local TFT-LCD equipment manufacturers in Taiwan in order to develop competitive advantages as late comers and eventually compete in the TFT-LCD equipment industry.

並列關鍵字

TFT-LCD Equipments ； Co-opetition Strategy ； Value Net

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