台、韓 TFT-LCD 製造發展策略比較分析之研究

Abstract

目前全球之大型TFT-LCD產品之主要生產地為亞洲地區，其中台灣、日本、韓國之廠商已囊括全球近乎百分百之市場佔有率，此三地區之廠商所進行之商業行為，將緊密地牽動整體大型TFT-LCD產業之變化。而在大型TFT-LCD產業中，台灣與韓國因策略定位在「Process Technology」同屬於製造發展策略，因此台、韓廠商競爭最為激烈。而日本廠商因經過亞洲金融風暴襲捲之後，評估自身之競爭優勢與劣勢，已將競爭策略定位在「System Specification」並加強技術研發，掌握關鍵零組件與生產設備，避免與台灣、韓國廠商低價量產競爭，並釋出既有之生產技術賺取權利金，為事業單位注入現金流量。其中台灣與韓國為日本廠商技術轉移最大客戶，而又以台灣與日本廠商之策略聯盟關係最為密切，故台灣與日本廠商可為合作多於競爭。 本研究是以台灣、韓國的大型TFT-LCD產業為研究對象，針對兩國同在製造發展策略上，在「策略定位」、「製造策略」、「核心能力」與「背後支持的關鍵因素」做全盤的分析與瞭解。期望台灣廠商在坐而望一的TFT-LCD產業中，經由本研究論文，能更深入地瞭解台灣與韓國的優、劣勢，並提供廠商必須有的對策與台灣相關業界所需的產業資訊。

At present, TFT-LCD products all are made in Asia. Taiwan, Japan and Korea have almost shared one hundred percent of market sharing; as a result, commercial activities of the related firms in these areas would greatly cause change of TFT-LCD industry. In TFT-LCD industry, both Taiwan and Korea have set their strategy as “Process Technology”, which relates to a manufacturing development strategy, therefore the competition is keen between two countries. Japanese firms have, after evaluating their competitive edge and weakness after financial crisis in Asia, set their competitive strategy as “System Specification” and built up know-how research and development and control key spare parts and components and production facilities in order to avoid competition with Taiwanese and Korean firms by way of low pricing and mass production. Meanwhile, Japanese firms earn royalty by licensing or authorizing their production know-how so as to inject cash flow to their business units. Taiwan and Korea are principal clients of technical transfer from Japanese firms. Relationship of strategy alliance between Taiwanese and Japanese firms is relatively intimate, so cooperation is higher than competition for both countries. Taiwanese and Korean TFT-LCD Industry are the objects of the present research. I tried making a comprehensive analysis and understanding in the light of “Manufacturing Development Strategy”, “Strategic Positioning”, “Manufacturing Strategy”, “Core Capacity” as well as “Key Supporting Factors”. I sincerely hope Taiwanese firms that will become the worldwide leader of TFT-LCD industry could make a further understanding about strength and weakness between Taiwan and Korea through the present thesis. On the other hand, countermeasures that shall be taken by the related firms and industrial information that is necessary for the related Taiwanese industry are also spelt out herein.