臺灣光電產業策略分析與競爭優勢之研究-以OLED為例

Abstract

OLED(Organic Light Emitting Diodes有機發光二極體)，為新一代的平面顯示器。和LCD相比較，沒有視角問題，應答速度快，操作電壓低，自發光不需要背光源的好處。由於具有上述各種優點，許多歐美和日韓顯示器相關的公司，都在最近投入資金研發OLED。而臺灣也注意到OLED的發展，目前有錸寶科技、東元激光、勝園科技、聯宗光電、翰立光電、光磊科技、悠景科技、奇美電子相繼投入。 本研究以目前OLED產業之競爭優勢為研究核心，藉由相關資料之蒐集與專家訪談，並運用Michael E. Porter所提出的「鑽石模型」與「SWOT分析」，整合出我國OLED產業現況與關鍵成功因素之分析。比較日韓與台灣OLED產業國際競爭優勢因子結構的差異。最後以分析比較的結果，對相關廠商、政府及後續研究給予建議提出結論與建議。

OLED is the organic light-emitting diode. It is a new generation display. The OLED display needs no backlight, thus, can be thinner and lighter than a liquid-crystal display, and has a wider viewing angle and temperature range and a speedier response to boot. Therefore, OLEDs have lower materials content, less capital-cost potential and fewer process steps than an LCD. After an amazing short period of applied research and development, commercial activity in the OLED display world is now exploding. Nowadays, there are many technology companies targeting the same market segment with OLEDs and are poised to do quite a strong battle in taiwan. However, the organic light-emitting diode forms of display still have obstacles to overcome before it’s popularity and even more importantly, its reliability are up to par with standards expected by consumers. Besides, OLED’s marketing strategic analysis of the emerging OLED industry in Taiwan should be analyzed and researched. By visiting companies, interviewing experts and collecting industry reports, applying Michael E. Porter’s「Diamond model」and「SWOT analysis」, this paper idendified key success Factors of OLED epi-wafer manufacturers in taiwan. According to these factors, the competitiveness of OLED’s industry is comparing Taiwan with Korea and Japan. Finally, this paper provide suggestions for the future direction of epi-wafer manufactures in taiwan.