Summary: | 碩士 === 國立臺灣大學 === 商學組 === 97 === As multi-media applications and digital services become features of mobile communication products, important characteristics such as full color, thin & compacts size, high power efficiency, and low cost also become basic requirement of small and medium sized panels. According to market research, more than 15 billions LCD module demand per year in this attracting arena, and growing significantly. Included Taiwan, Japan and Korea, over 30 key TFT LCD manufacture companies are interesting and aggressively involve this market.
China, as a key manufacture plan of world, as well as the largest consumer market of 3C products, generate huge demand of LCM and other electronic components. With assistance from Taiwanese companies, particular in mobile phone, created name as “Shan-zhai” products, and estimated quantity around 200~250 millions per year. Therefore, because this unique market and special business models attract a lot of companies into this challenges market. Some TFT LCD module makers, skip heaved capital investment in Array manufacture, but build up capacity and capability of middle to end LCM manufacture process into competition. We named as “LCD Modules maker”.
However, caused by global economic environment change recently, consumer market demand was decline, components become over supply, price drop. Middle-small LCM makers need to consider how to use technology, or manufacture process integration to lead the market and create competition advantage.
This research are using Michael Porter’s Five Forces analysis, Value Chain, Core-competence and vertical Integration to analysis industry situation and came out with suggestion for future business strategy of the competitive advantages for these manufacturers.
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