臺灣太陽能電池製造業的產業分析

Abstract

論文名稱 ： 臺灣太陽能電池製造業的產業分析 校所組別 ： 國立臺灣大學管理學院碩士在職專班財務金融組 畢業時間 ： 九十七年度第二學期碩士學位論文提要 研究生 ： 徐國雄 指導教授 ： 楊朝成博士 論文提要內容： 本研究之目的，係探索台灣太陽能電池製造產業發展過程，及研究產業之競爭與威脅，與未來的發展機會等相關課題。我國在2000年起，陸續在茂迪、益通等業者加入後，為太陽能電池產業奠定了開始，並且在原油價格高漲，再加上全球對溫室氣體排放及暖化效應日益重視，以及京都議定書之全球性管制規劃，使得全球各國政府開始重視新能源與替代性能源，故促成太陽能產業的蓬勃發展，以及歐盟主要國家政府補貼政策發酵，從近十年前半期太陽能電池安裝供電量之複合年成長35%，後半期更高達年成長50%以上之高度成長期，2008年更達年成長巔峰110%。2009年起雖受08年全球金融海嘯危機，使得全球經濟面臨重大衰退的威脅，然在各國景氣振興政策推動下，為兩岸的廠商現在及未來帶來了新的、寬廣的商機及獲利空間，台灣科技島在過去半導體產業、LCD及LED等光電產業群聚發展的基礎下，擁有先天良好的產業競爭條件，應掌握再生能源產業之發展趨勢，以期望創造良好的發展環境，或有助業者共同創造台灣太陽能電池產業王國。 本研究探討台灣太陽能電池製造之產業分析，提出以下建議： 1.業界投資應以引進新技術(薄膜太陽能等)為主，與自主性技術開發並重； 2.以高附加價值為導向，避免提高市占率的迷思； 3.產業價值創造，強調產業整體性發展； 4.政府政策宜朝向發展良好產業環境，促進產學合作； 5.強化產官協調，促進兩岸合作等。 相信憑藉豐沛的技術人才，雖當前經濟使得短期產業調整或在所難免，只要能妥善運用政經環境的轉折機會，相信必將開創出產業利基。 關鍵字：太陽能電池，新能源，再生能源，薄膜技術，CIGS。

NAME： Kuo-Hsiung Hsu MONTH/YEAR：July, 2009 ADVISER：Chau-Chen Yang TITLE：An analysis of the PV Solar Cell Manufacturing Industry in Taiwan The goal of this study is to explore the issues and relative developing opportunities in the past, present and future of the PV solar cell manufacturing industry in Taiwan. In 2000, one after another, Motech, E-tone Solar and etc., the solar companies joined and well established the start for the solar cell industry, and surged upward within the rally of the crude oil. In addition, the whole world pays more and more attention to the global warming, greenhouse gas emissions effect, and the control plan of the Kyoto protocol. It really propelled the global governments to start their renewable energy policies, as well as European subsidy programs enabled annual compound growth of 35% within the first half of the passed ten year, furthermore, during the second half ten years, solar cell installment capacity enter into the other rapid growing period with annual 50% growth rate. In 2008 it turned out to reach a record high growth at 110%. Despite of global finance tsunami in 2008, the global economies were challenged by a significant economic declining threat, so many countries' economic stimulus policies has brought new and broad opportunity for PV solar industry. Accumulated with abundant scientific technology in photoelectric and semiconductor industry, Taiwan owned the greatest industrial competition and might grasp the trend of renewable energy industry. Also we expect the creation of good environment for helping the entrepreneurs or corporations to build up the solar cell industry kingdom of Taiwan. After discussing and analyzing the Taiwan solar cell manufacturing industry, this research proposed the following suggestions: 1. Industrial investments should focus on essential and fundamental technologies (for exp. CIGS); 2. Expansion strategies should be value-add originated and avoid pursuing the market-share maximization; 3. Emphasizing industry integration horizontally and vertically; 4. Besides subsidies, Government policies should stress on the creation of good industry environment and propel the cooperation between the industry and the academics; 5. Focus on the cooperation between industry and government, to propel the cooperation within both of the Strait. Key words: PV solar, new energy, renewable energy, CIGS.