台灣精密光學元件產業之競爭力研究

Abstract

本研究旨在探討台灣精密光學元件產業的競爭力，精密光學元件指光學產業的中游，包含透鏡、稜鏡、面鏡、濾光片及各式鏡頭生產廠商。台灣光學元件廠商已逐漸邁向國際化，但也面臨各國廠商不同程度的競爭，如何在既有的優勢下，再超越自我？以及如何扮演好光學廠在全球運籌及供應鏈管理上的重要角色？本研究透過對於光學元件產業的特性、台灣光學元件產業發展的脈絡及相關廠商的營運策略與經營模式的深入了解，探討光學元件產業的競爭力，未來濳在的成長動能與機會，以及風險與危機。 中國大陸有穩固的基礎光學研究人才、豐富的原物料及較低的勞動成本等產業競爭優勢，日本掌握光學設計、精密製程與關鍵材料的技術，台灣則擁有關鍵的整合能力與製程管理能力。台灣、大陸與日本擁有相似的儒學人文背景，台灣與中國尚有種族、文化、語言相通之優勢，此外台灣亦是日本最友善的合作夥伴，如果能夠整合台灣、中國與日本的競爭優勢，將可達到互補互利的作用，無論在市場開發、原料供應、技術升級與勞動力供給，皆能更有效率，實為產業發展的最佳選擇。台灣光學元件廠商應放大格局，爭取合作互利的機會，共同創造市場規模，並與之共存共榮。

The aim of this study is to investigate the competitiveness of precision optical components industry in Taiwan. The precision optical components are the midstream of optical industry, which means manufacturers of lenses, prisms, mirrors, filters and various lenses. The optical components manufacturers in Taiwan has been gradually entering the international market, but also facing competition from companies all over the world. How to surpass ourselves again in original superiority? How to make the optical manufacturers become the important role in the global logistic management and supply chain management? Through the features of optical components industry, the context of the development of Taiwanese optical components industry, and the deep understanding of the relevant manufacturers’ operating strategies and business models, we explore the competitiveness of the optical components industry and its strengths, weaknesses, opportunities, and threats in the future. The industry competitive advantages of China are stable and basic optical research talent, wealth of raw materials, low labor costs; of Japan, are the technology of optical design, precision manufacturing process, and the key materials; of Taiwan, are the critical integrated abilities and manufacturing process management capabilities. Taiwan, China and Japan have similar Confucian culture background, while Taiwan and China have the advantages of similarities in race, culture and language. In addition, Taiwan is the most friendly partner of Japan. If we can integrate the competitive advantages of Taiwan, China and Japan, it will make maximum profit for each other. In terms of market development, supply of raw materials, technology upgrades and labor supply, they all can be more efficient. This is no doubt the best choice for industrial development. Taiwanese optical components manufacturers should broaden their vision to seek the opportunity for mutually beneficial cooperation, enlarge the market scale together and make profit for each other.