Summary: | 碩士 === 國立中央大學 === 高階主管企管碩士班 === 102 === With the rapid development of the panel industry and the demand for the large-size TV, the development of polarization has increased significantly. On the other hand, starting in 2011, the products of smart phone, Tablet PC and automobile applications have also continued to grow. On the supply side, due to the national policy of import substitution, there has been a huge investment in new generation of panel production in China, which has its significant impacts on the global supply chain of panel production. Since 2014, there is only two manufacturing firms in Taiwan to produce large-size LCD panel with a limited capacity expansion or even capacity reduction.
Traditionally, the Taiwan Polarizer makers adopt the vertical integration model for the panel manufacturing. However, under the new industry competition from China, the original stable relationships among the supply chain has been changed. In this thesis, we use the core theory of industrial economics and adopt the analytical framework of structure, conduct and performance to analyze the market structure and its competition. Through the case studies, our analysis could observe the future development of the industry and provide constructive recommendations for the industry.
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