日本與台灣TFT LCD產業競爭優勢與國際策略聯盟之研究

The Competitive Advantage and International Strategic Alliance of TFT LCD Industry between Japan and Taiwan

柯意玫(Yi-Mei Ko)

指導教授 ： 任燿廷

淡江大學/國際研究學院/日本研究所碩士班/碩士(2005年)

https://doi.org/10.6846/TKU.2005.00456

摘要

本論文主要是利用策略大師Michael E. Porter的五力分析與鑽石理論與各學派之策略聯盟理論，以及SWOT理論，探討TFT LCD產業崛起至今，日本與台灣在TFT LCD產業界各自的競爭優勢與國際策略聯盟關係。
國際間策略聯盟的主要目的就是達成資源的共享。資源共享包括共享生產要素、研發技術、製造設備等。共享資源可以壓低生產成本，提高產品品質，降低販售價格，進而擴展產業整體市場的發展，產生最大的群聚效應。
本研究發現日本與台灣的TFT LCD產業過去藉由兩國的合作，整合彼此間科技研發、製造、市場行銷的資源，共同應用資源，進而提升兩國TFT LCD產業在世界市場上的整體競爭力。日本與台灣憑藉著彼此在TFT LCD產業的各項競爭優勢，而形成的國際策略聯盟關係，最主要的目的不僅僅是共同牽制韓國TFT LCD產業的發展，以及防止中國顯示器產業的崛起。最重要的是趁著此波數位化趨勢之潮流，強化日本與台灣之間的國際分工關係，發展區域整合的優勢，健全彼此的產業結構。
另外，目前日本TFT LCD產業已經開始著手於產業內部的整合工作。而台灣方面最近雖然傳出合併與整合的消息，卻遲遲不見大規模性具體的合作行動。本研究認為，如果日本與台灣TFT LCD廠商能實質上擴大雙方國際聯盟的規模，不拘泥於國內企業間聯盟的關係，亦可在分享兩國相關支援產業下，達成兩國資源互補與市場的進一步共享，進而降低兩國TFT LCD產業經營的風險，達到台日雙贏局面的可能性。

關鍵字

TFT LCD ； 競爭優勢 ； 策略聯盟

並列摘要

Main purposes of this study are to examine the development of TFT LCD industry in Japan and Taiwan and to analyze the competitive advantage of the industry in each country also movements of international strategic alliances of the industry in between. M. Porter’s five force analysis, diamond theory, international strategic alliance theory, and SWOT analysis are employed in this study.
Resource sharing is supposed to be the main goal of international strategic alliance, which includes the sharing of production inputs and equipments, R & D, and market. Through strategic alliances of resource sharing, alliances benefit from costs reduction, products quality improvement, sometimes inducing sales price lowering even to market expansion, and fruits of cluster effects.
Major finding of this study is that the TFT LCD industries of two countries have integrated in technology development, production, and marketing to improve individual competitive advantage in the world market through international strategic alliance during the period examined. And the strategic alliance between Taiwan and Japan arises from different comparative advantages owned by each. The strategic goal of the alliance is not only to curb the rapid development of Korea but also to prevent the vicious impacts from drastic growth of China. And the most important is to strengthen the international division of labor between Taiwan and Japan, enhance regional production network, and reinforce industrial structure of both countries.
Under the ongoing of restructuring through integration of Japanese TFT LCD industry, Taiwan doesn’t have any action yet in reality. One suggestion raises in this study is that the international alliance of TFT LCD industry between Taiwan and Japan should be expanded further, to share technologies and resources, to reduce operational risks, so as to reach win-win prospects.

並列關鍵字

TFT LCD ； competitive advantage ； international strategic alliance

參考文獻

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