TFT LCD設備自主開發之商機與營運模式探討

Abstract

我國目前已經成為世界第二大TFT LCD生產國，但卻欠缺LCD設備生產能力。在關鍵設備、交期與價格受制於人的情況下，產業自主性低，不利於國際競爭。特別是面臨韓國設備自製率的提升，我國的LCD設備產業策略與佈局將影響未來TFT LCD產業的發展。 本研究首先分析LCD應用市場與未來發展趨勢，並研究韓國產業發展過程與政府政策，同時探討日本次世代面板廠與LCD TV佈局與策略，最後結合台灣LCD設備廠商發展模式與面臨之困難與限制，具體提出未來的發展策略。 本研究提出六種可行之營運模式，並對不同營運模式考量其財務、市場、技術的報酬與風險作比較分析。本研究之結果適用於不同的LCD製程設備，可提供政府及想跨入LCD設備廠商可行經營模式之分析與參考。

Though being the second biggest TFT LCD manufacturing country in the world now, Taiwan is unable to make LCD-producing equipment. Without it, Taiwan’s manufacturers are not capable of ensuring the due-date and price; meanwhile, the industry is not independent from the factories which produce LCD equipment. These factors disadvantage Taiwan’s competition in the world. Facing the increasing rates of self-producing in Korea, Taiwan’s future LCD industry will definitely be affected by the strategies and overall arrangement.

This study first analyzes the LCD market and the possible future developing trend. Secondly, it investigates the industry developing process and the government policy in Korea; meanwhile it probes into the overall arrangement and strategies of Japan’s next-generation panel factories and LCD TV. In addition, it integrates Korea’s and Japan’s experience with the business models Taiwan’s LCD factories adopt as well as the difficulties and limitations they face. At last, this study offers future developing planning.

This study suggests six possible business models, and compares them from the views of the rewards and risks of finance, market, and technology respectively. The result of the study is suitable to different LCD developing process, and may be a reference for government and the potential LCD manufacturers.