發光二極體中游後製程代工模式利基之研究-以氮化鎵藍寶石晶圓為例

Abstract

過去參年來，由於高亮度LED產品價格大幅下滑，以及在發光亮度及壽命等特性的提昇，LED在汽車外部和內部的光源、交通號誌、大型的戶外單色和全彩顯示看板、小尺寸光源模組的應用迅速擴大，逐漸取代傳統白熾燈泡等光源，於是全球市場規模快速成長。我國LED市場方面，近兩年在氮化物藍光LED產能持續開出以及韓國手機市場的成功拓展下有不錯的表現。因此，本論文特別針對氮化鎵藍寶石晶圓為主的藍白光LED市場，藉由蒐集國內各大磊晶廠目前的發展情況，進一步做產業垂直分工下代工模式利基之研究。藉由鑽石模型，瞭解台灣為何能在LED產業中脫穎而出,並進而建立起國際競爭優勢。本論文並透過五力分析以釐清藍光LED中游後製程代工產業所處之競爭環境，點出產業中競爭的關鍵成功因素，並界定最能改善產業和企業本身獲利能力的策略性創新。

In the past three years, the price of high-brightness LEDs has declined tremendously, and LED characteristics, such as luminous intensity and lifetime, have improved significantly. As a result, LED use has expanded rapidly in applications such as automotive exterior and interior lighting, traffic signals, large outdoor signs, and small-size lighting modules. As the LED continues to replace conventional incandescent lamps, the worldwide market for LEDs is going to experience robust growth.

Taiwan’s LED market has had excellent performance the last couple years due to continued expansion in GaN blue LED capacity and the development of the Korean mobile phone market. This thesis focuses on the market for blue LEDs, which are fabricated using GaN Sapphire wafers. It surveys the current situation in front-end EPI houses to study the foundry model in the LED industry. In addition, by means of the Diamond Model, it explains how Taiwan can build competitive advantage in the worldwide LED industry. Finally, this thesis also applies the Five Force Model to clarify the strategic position for middle-stream, post-process foundries in the competitive blue-LED marketplace; to specify the key success factors; and to identify the critical innovations that will improve industry and corporate capability.