我國有機電激發光顯示器的產業發展

Abstract

我國的科技產業是支撐我國近二十年來經濟發展的一大基礎，許多社會結構的演化與商業、生活型態的改變，都直接或間接的與其相關。從最早的半導體產業開啟了個人電腦大門開始，隨後網路科技與通訊產業的發達，使得資訊全球化的腳步一日千里，溝通距離零時差，地域與國界的藩籬漸次被解除。這一切的演進，都靠著顯示器這項產品介面才使得冰冷的科技與人性生活間產生具體而多彩的連接。 本研究從平面顯示器的發展趨勢著手，說明為什麼OLED有很大的機會從許多次世代的平面顯示器技術中，成為新一代的主角。並以Porter探討國家競爭優勢的「鑽石體系」為基礎架構，運用工作經驗搜集與田野訪查等方式，將國內OLED產業做上、中、下游的區隔，並依照研究整理的鑽石體系樹狀圖，條列分析討論其產業未來的發展可能與鑽石體系六項因素之間的強弱現況與互動狀況，試圖找尋出我國OLED產業的潛在競爭優勢何在。 結論顯示，OLED的需求強勁，未來成長性極高；但是我國OLED產業在高級生產因素和關鍵支援產業上與下游應用產品的自有品牌發展缺乏策略性的重點強項；不過沿襲LCD產業的工程能力與中游相關支援產業支持著產業的發展；柯達2005年策略專利到期與有機會拓展大陸強勁需要為重要的機會優勢；政府與企業須更積極主動地創造與整合有利的生產因素與環境，否則將持續落後於日本，並將有可能被韓國拉開差距。

IT industry is the most important economical anchor of our country for recent decades. As we can see, various social developments such as business types, life styles evolve from the growth of IT changes. For example, semiconductor industry opened the PC era, following internet and communication technologies applied globalization & real time connection to modern life from existing limits of geographical feature and country border. All above situations rely on not only technology itself but also the help of a visible screen to advance inorganic objects on a colorful and vivid image interface.

This study would go through FPD tendency to explain why OLED may have chance to dominate future flat panel industry. And this study is built on the portfolio analysis among Michael Porter’s “Diamond System” of The Competitive Advantage of Nations and my empirical experience plus field survey. Detail content would elaborate the “six factors” of OLED of Diamond System and their interaction.

Results showed OLED’s potential market is attractively huge. Taiwan OLED industry could take the advantages of current LCD strengths in engineering and midstream related supports, even though they still lacked those strategic items in advanced factors, critical related supports and ordnance bench mark in final products. On the other hand, chances give Taiwan OLED industry good opportunities in taking Kodak’s overdue IP in 2005 and strong demand from China. Study also showed Government and OLED members need more positive plan and aggressive action to help domestic OLED industry to beat their main competitors from Japan and Korea.