集團資源競合影響供應鏈之垂直整合關係─ 以TFT-LCD桌上型監視器產業A集團為例

Abstract

TFT-LCD產業在政府支持下，已趨成熟。從上上游的關鍵零組件、上游的面板、中游的系統組裝代工與下游的品牌，呈現「牽一髮動全身」的緊密關係。企業為了達成營運獲利與永續經營目標，必須在資源掌握及運用、供應鏈合作關係建立及經營上，策略性的規劃與快速的彈性執行。而在TFT-LCD產業，以集團供應鏈模式集體作戰的例子很多，其目的不外乎資源確保與競爭力提升。所以，供應鏈的垂直整合已不能僅侷限於集團內企業，而必須拉升高度以產業整體角度去經營。 本研究針對臺灣TFT-LCD產業A集團桌上型監視器產品之上、中、下游集團內外部資源競合、供應鏈與垂直整合分析，並從垂直整合角度去深入了解集團企業間的合作關係。集團企業間理應相互支援，但在競爭激烈的產業裡，能同時取得集團內、外部資源交相運用者，才能在面板景氣漲跌間，擁有足夠的後援而出奇制勝。此外，本研究藉由與個案集團之上、中、下游公司主管訪談，進一步了解集團企業合作的成效與思維過程，期望從中發展出最適A集團在桌上型監視器產品的經營策略與方向。

TFT-LCD industry gradually turns more and more mature under Taiwan government’s supports. The relationship among key component suppliers, panel makers, system integrators and brand is extraordinarily close. Enterprises have to control resources and manage supply chain with strategies and flexibilities in order to achieve the goal of profits and long lasting operation. Many examples of group supply chain business mode are found in TFT-LCD industry. The purpose is to ensure resources and boost the competitiveness. Therefore, instead of the vertical integration of supply chain internal operation of the group, enterprises should run a top-down management by integrating the resources in the industry. The study focus on the competitive and cooperative relationship among resources, supply chain and vertical integration of A group along with the panel maker, the system integrator and the brand in monitor industry. The internal enterprises of the group should back each other up. Nevertheless, obtaining multiple resources at the same time would best guarantee the business success. In addition, the present study presents the interviews with managers and suggests the strategies and directions advised to take. The most suitable executive strategies and direction of monitor product for A group are thus anticipated.