從能耐基礎成長觀點探討台灣TFT-LCD產業的成長策略

A Study on the Growth Strategy of Taiwan TFT-LCD Industry Using Competence-Based Growth Perspective

10.29705/EAR.200606.0006

孫錦煌(Chin-Huang Sun)；蔡志弘(Chih-Hung Tsai)；張慧文(Huei-Wen Chang)

能耐基礎 ； TFT-LCD ； 關鍵零組件 ； Competence-based ； TFT-LCD ； Key components

東亞論壇

452期（2006 / 06 / 01）

71 - 82

繁體中文

企業存在的目的應是追求永續的經營與成長，當企業面臨成長模式之抉擇時，應針對某些面向加以考量，以選擇最適合本身企業成長的模式。但是長期以來，不論是企業或產業的發展一直受到政治、經濟、社會與政策各方面的影響。就當前國家重點發展政策及消費市場而言，薄膜電晶體液晶顯示器(Thin-film transistor liquid-crystal display, TFT-LCD)產業本身與其上游五大關鍵零組件，包括玻璃基板、彩色濾光片、偏光板、驅動IC及背光模組，為台灣的產業策略核心。在切入大尺寸TFT-LCD量產第六年，台灣終於將躍居全球最大的面板量產國。TFT-LCD的出貨量在2005年可望佔全球43.7%，超越韓國的41.1%，成為全球最大面板產地；產值達到三百二十六億美元，可見其雄厚實力。因此本研究欲以友達光電與奇美電子等二家台灣TFT-LCD領導廠商的個案探討方式，由能耐基礎成長模式的觀點，分析這二家面板廠商在TFT-LCD產業中的成長歷程，探討這二家公司在TFT-LCD產業中，能耐基礎的建構及延伸，在企業能耐成長中所扮演的角色及影響。友達與奇美其經營模式皆具有其各自特性並建構其能耐基礎以獲得產業競爭優勢，並建立台灣TFT-LCD產業在世界的競爭優勢與領先地位。

The existence of an organization is to pursue an everlasting growth and operation. While the organization confronting the choice of growth modes, a strategy is taken to consider a set of concrete plans to help the organization accomplish this goal. However, the development of an enterprise or even an industry is affected by several factors, such as political, economic, social and national policy. TFT-LCD industry is a strategic industry to develop for Taiwan government. The core sector of TFT-LCD industry includes panels and its five key components, such as glass substrates, color filters, polarized plates, driver ICs and back light units. Taiwan will be the most productive country in the world for her continuing effort in developing TFT-LCD industry. The supply of Taiwan TFT-LCD panels will own 43.7% of total global market share that exceeds Korea's 41.1% to be the number one suppliers in the world at the end of 2005. The study intends to investigate the growth strategies of two Taiwan companies, AUO (AU optronic corp.) and CMO (Chi Mei optoelectronics corp.), which are two leading company in Taiwan TFT-LCD industry. The study utilizes a competence-based growth mode to observe the capability constructing process for an organization. Competence leverage and competence building are two measures for an organization to build up her competitive advantages in any given industry. The AUO and CMO have their own competitive strategies to keep their leading positions among the industry participants. This result also leads Taiwan continuing growth in global TFT-LCD industry.

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