TFT LCD產業獲利因素之探討

A Study on the Profitability Factors of TFT LCD Manufacturing Industry

蘇大森(Ta-Sen Su)

指導教授 ： 呂俊德

國立中央大學/管理學院/企業管理學系碩士在職專班/碩士(2007年)

摘要

由於大尺寸TFT LCD(Thin Film Transistor Liquid Crystal Display)面板每一世代產線投資均需要大量的資金，非一般企業所能承擔，故所有的大尺寸TFT LCD面板廠商均具有集團色彩。LCD面板廠商除了集團的支援外，品牌廠商或專業組裝代工廠基於業務的需要，而大尺寸TFT LCD面板廠商有產能去化的需求，故兩者發展出策略合作的情形在大尺寸TFT LCD產業中十分常見。
在大尺寸LCD面板產業中，新世代的製程技術有助於降低面板的生產成本，故每家面板公司都極力投資於新世代製程技術產線。近幾年來，部份廠商已足夠資金再投資新世代產線。而大尺寸LCD面板產業中，規模小的LCD面板廠商，除了生產成本居於劣勢外，面板的銷售價格是否也相對較低，為另一值得探討的議題。
本研究以大尺寸 LCD面板公司與消費市場品牌廠商之間的集團、股東或策略聯盟合作關係，分析面板公司與品牌廠商關係對於LCD面板銷售的實際影響。另將大尺寸LCD面板公司的產能規模大小納入為一影響面板營運狀況的因子，再分別於筆記型電腦市場、液晶監視器市場、液晶電視市場、整體大尺寸 LCD面板市場，探討大尺寸 LCD面板公司產能規模於此四個市場中，面板單位面積價格所受到的影響情形。因面板出貨面積的穩定性有助於面板產線的玻璃基板與製程設備利用率的提升，可有效降低面板生產成本；故分析面板公司產能規模大小對於面板出貨面積穩定性的影響，可得知大尺寸 LCD面板公司的產能規模對於面板於產線中的生產成本降低，是否有實質上的助益。

關鍵字

TFT LCD ； 世代技術 ； 產能規模 ； 消費市場

並列摘要

Large-size TFT LCD panels need massive funds for investing in new generation production lines, therefore all LCD companies have their own investor groups. LCD companies can ask for support from their investor groups. On the other hand, the assembly company has to meet the needs of business and the LCD company has to sell its products. It is very common to find LCD companies developing strategies with assembly companies. In the LCD panel field, new generation production technology facilitates reduced panel production costs. Thus, every LCD company willingly focuses on investing in new generation technology for their production lines. Recently, some companies stopped investing in the new generation production lines. Small LCD companies have occupied the high end of production costs. Their selling price is whether lower than the larger LCD manufacturers. This is an area of great interest which requires further investigation.
The strategic partnership between the large-size LCD panel companies and brand companies was researched and analyzed to determine the influence on actual sales. Furthermore this report regards the scales of production capacity as a factor that influences the LCD panel company business. This factor can then be used to refer to the influence of the unit price in the four LCD markets. The four markets include the notebook market, the LCD-monitor market, the LCD-TV market, and total large-size LCD market. The stability of goods can raise the utility rate of glass substrate and process equipment, therefore effectively reducing production costs. By analyzing the influence of stability of goods on the LCD companies’ scale of production capacity, it is possible to discover whether the scale of production capacity is helpful in keeping production costs down.

並列關鍵字

TFT LCD ； Generation Technology ； Scale of Production Capacity ； Customer Market

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