| Summary: | 碩士 === 國立交通大學 === 科技管理所 === 87 === This study presents a comprehensive analysis for the emerging TFT-LCD industry in Taiwan. It applies a newly developed model of strategic analysis, which consists of the following three dimensions; industrial environment, organizational competence and co-opetition perspectives. The approach of game theory is used to explore the strategic aspects of industrial cooperation and competition.
This study begins with the analysis of macro-environmental factors that directly or indirectly affect the industrial development and corporate management. The aspects of industrial environment include the markets, the structures, the time-based changes, the products, and the networks of players and value activities, of both the global and Taiwan''s TFT-LCD industry. The outcomes characterize the issues of competitive advantages and generate the competitive factors for this industry.
The organizational analysis succeeds in delineating the development, the capability, and the strategic intents of Taiwan''s major players and justifies their positioning in a global view. Three patterns of LCD-panel manufacturers are identified: pure OEM, vertical integration, as well as technology licensing and grant-back of product sales.
As for the co-opetition aspects based on the game theoretical approach for Taiwan''s enterprises, this study concludes that Japanese firms are preferable over Korean companies in terms of technology transfer and joint ventures with Taiwan''s industry. The following development scenarios and strategic contexts are given: (1) the rapidly-emerging market demands of TFT-LCD panels; (2) the competitive substitution of existing STN and monitor products; (3) the time-to-market competition and the selection of panel sizes; (4) Notebook PC manufacturers may shift their orders of TFT-LCD panels that may lead to a overly- supplied domestic product market; (5) the competitive status of OEM with an economy of scale, demand for high quality products, and flexible production; and (6) the rising of patent infringement and anti-dumping issues.
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