以资源基础理论探讨台湾TFT-LCD厂商合并竞争优势-福祉产业学院.DOCVIP

從資源基礎理論觀點探討台灣TFT-LCD面板廠商合併之組合與競爭優勢 孫錦煌、林季蓉、蔡志弘、陳獻清 1立德大學工管系所 大華技術學院工業工程與管理系 中華大學通識教育中心摘 要 台灣TFT-LCD產業經過六年來各界的支持及關注下，台灣不僅以日本廠商為技術來源，現在更是競合對象，韓國廠商則為台灣之競爭對手及所要超越的目標。現今面對大陸TFT產業佈局的急起直追，台灣面板廠商應密切注意其發展。台灣在缺乏整合及世界級的領導商情況下，無法讓台灣TFT產業的資源有效運用，使得台灣各業者彼此競爭，無法一致對外抗韓、抗日，取得在此產業的優勢地位。本研究針對台灣面板廠商是否可以採取水平的合併以增加競爭優勢進行探討，以資源基礎理論來探討台灣各廠商的內部資源後，採配對組合方式評估合併後之競爭力與第一大純粹面板廠 (LG. Philips LCD公司) 做分析、比較。本研究採取個案研究法，以台灣TFT-LCD產業五大廠商為研究對象，包括友達光電、奇美電子、中華映管、瀚宇彩晶及廣輝電子等台灣前五大面板廠，在經由大量次級資料分析、配合產業特性與個案彙整後，找出競爭優勢之衡量指標。再以專家問卷訪談，分析信度、效度及因素分析，而後擬定四個研究命題，做合併後資源的評估，並與設立於韓國的面板廠-LPL公司做比較。研究結果發現，台灣廠商間應做合併或資源整合，才能在產能(量)規模、產品組合、產品佈局等各方面快速取得競爭優勢，進而能取得此產業的主導權，亦可集兩公司之資源加強較弱的創新及技術研發以取得專利權，以期可增加獲利能力，方不致在此產業被邊緣化。 關鍵字：資源基礎理論、TFT-LCD、合併、競爭優勢、LPL Research on the merge combinations of Taiwan major TFT-LCD manufacturers to improve competitive advantages~ From Resource-Based Theory Perspective C.-H. Sun, C.-J. Lin, C.-H. Tsai and H.-C. Chen Abstract The developing of Taiwan TFT-LCD industry is under the spot light for the past six years. Taiwan not only considers Japanese manufacturers as the technological resources but also as the competition player now. South Korean manufacturers are the goal line that Taiwan manufacturers should surmount. The panel manufacturers of Taiwan should pay attention to China since her overall arrangement of TFT industry is catching up. Taiwan is over-dispersion investment in TFT industry that results in that every one of companies is unable to reach higher economic scale. With the situation of low integration and without a world-class leader, the resources employing in the domestic TFT industry are inefficient. Consequently, Taiwan’s manufacturers are competed each other and are unable to confront Japanese or Korea companies nor even keep a leading position in this industry. Therefore, the research adopts the horizontal merger strategy to study the competitive advantage for the TFT panel manufacturers of Taiwan before and after merging. To explore the internal resource of Taiwan manufacturers and