台灣薄膜電晶體液晶產業競爭分析

Abstract

TFT-LCD產業在我國起步有很長的一段時間，而我國又是全球筆記型電腦及監視器的發展重鎮，內需量大，形成此產業對於其他國家的競爭優勢，極具發展前景。希望能夠透過分析全國液晶顯示器的市場規模、技術發展現況、應用產品的發展趨勢以及競爭優勢來獲知未來我國TFT-LCD產業的整體動向。並研究以下之問題：台灣TFT-LCD產業中相關廠商之互動關係、台灣廠商為什麼可以進入面板產業？獲得哪些關鍵技術？以及韓國廠商為什麼可以進入面板產業？哪些優勢足以與台灣抗衡。 最後透過生產要素、需求條件、相關與支援產業、關鍵技術、總體環境、台灣與韓國之競爭與影響以及財務分析，結論得知台灣廠商之產業價值鏈整合完善、台灣面對韓國之競爭應靈活運用擅長之群聚方式與垂直整合之優點、注意人才留用與培訓、垂直整合與產業群聚分工應視關鍵零組件的議價力型態而定、台灣各廠商之策略度相似以及台灣同時面臨降低成本與提升附加價值的抉擇。

The TFT-LCD industry has grown up for a long time in Taiwan. Since Taiwan is a key position of strategic importance in the notebook and monitor industries and for the strong domestic demand, competitive advantages of TFT-LCD industry are developed compared with other countries and lead it to a bright future. In order to know the whole development of Taiwan TFT-LCD industry through analyzing the market scope of the whole country, the development of technology, and the trend of the appliance product and competitive advantages, following questions are to study: the interaction among the related firms of Taiwan TFT-LCD Industry, and why can the firms in Taiwan enter the TFT-LCD industry? what key technique do they gain? Why can the firms in Korea enter the TFT-LCD industry? What advantages do they have to contend with the firms in Taiwan? Finally by analyzing factor conditions, demand conditions, related and supporting industries, key technology, macro environment, the competition between Taiwan and Korea, conclusions are following: the value chain in Taiwan is mature. Taiwan has to make use of the advantage of clusters and vertical integration well. The education and remaining in employment is important. The vertical integration or the division of industry clusters depends on the force of key components. The strategy of firms is similar. Taiwan faces the dilemma of cost-down and upgrading high value added.