TFT-LCD玻璃基板產業競爭策略

Abstract

台灣TFT-LCD面板產量目前世界排名第二，現今韓國、中國大陸及我國相繼在擴充產能，面板廠無不希望增加銷售量擴大市占率，另一方面不斷想盡辦法降低生產成本，兩著有相輔相成的關係，過去TFT-LCD顯示器價格高昂、使用壽命、生產品質…等等種種因素，無法刺激買氣，隨著面板生產世代增加、技術的提升、相關生產材料及經營成本下降，桌上型電腦再也見不到CRT螢幕，監視器等顯示器也被TFT-LCD顯示器取代，未來相信所有電視也都會轉換成TFT-LCD，關鍵就在於售價。TFT-LCD生產過程中，主要關鍵材料之一就是玻璃基板，過去此材料掌握在美國及日本手上，造成價格遲遲無法下降。玻璃材料過去台灣遲遲發展不起來，而大陸已開發出TFT-LCD專用的關鍵玻璃基板材料，也即將引進台灣，若是可以順利讓面板生產製造商採用，相信可以讓面板廠降低玻璃採購成本，增加面板廠的獲利或是未來應用的產品可望降價以嘉惠消費者。本論文會介紹TFT-LCD玻璃基板產業、分析TFT-LCD玻璃基板的品質要求、玻璃生產技術比較、中國大陸的玻璃基板發展之SWOT分析，採用訪談方式來探討這研究主題，並從中獲取客戶及供應商的資訊，最終也希望達成雙方的合作。也藉由中國大陸發展成功因素，提供台灣在未來要開發觸控玻璃基板的廠商作為參考。

Currently, the production of TFT-LCD panels in Taiwan is in the second place worldwide. Korea, China and Taiwan all scramble for expanding the output nowadays. On one hand, all panel makers hope to enlarge the market share by increasing sales. On the other hand, they continue to figure out ways to reduce the production cost. Both are complementary with each other. In the past, the high price, life-span, production quality and various factors of TFT-LCD panels were unable to spark waves of purchases. With the increase of panel’s production generation, the upgrade of technique, the decrease of the cost of related manufacture materials and the operation cost, CRT screens are no longer used in desktops and monitors and displays are replaced by TFT-LCD. We believe that all displays of televisions will transform to be TFT-LCD and the key factor is the selling price.The key material of producing TFT-LCD is the glass substrate which is controlled by American and Japanese glass makers so that the price is unable to fall. Glass substrate production ever failed in Taiwan before. China has developed its own glass substrate for the use of TFT-LCD and will be introduced to Taiwan soon. If the glass substrate is adopted by panel makers, the purchasing cost of glass substrate will be down, the profit will be increased, and the price of the applied products will be decreased, which are beneficial to consumers. This paper will introduce the TFT-LCD glass substrate industry, analysis of TFT-LCD glass substrate quality requirements, glass production technical comparison, Glass substrates in China's development of SWOT analysis, using interviews to explore this research topic, and obtain information about customers and suppliers, and ultimately hope to achieve co-operation. Also by the development of success factors in China, Taiwan in the future to be developed to provide touch-glass manufacturers as a reference.