A Study on the Opportunity and Business Model of TFT LCD Self-Development Equipment
Chen Hua Huang
|關鍵字:||LCD設備;營運模式;自主發展;液晶顯示器;LCD equipment;business model;self development;LCD|
|摘要:||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。
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.