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研究生: 陳建明
論文名稱: 從資源依賴角度看台灣OLED產業的發展前景
The Outlook of Taiwan’s OLED Industry:a Resource Dependence View
指導教授: 吳鑄陶
口試委員:
學位類別: 碩士
Master
系所名稱: 工學院 - 工業工程與工程管理學系
Department of Industrial Engineering and Engineering Management
論文出版年: 2005
畢業學年度: 93
語文別: 中文
論文頁數: 57
中文關鍵詞: 有機發光二極體(OLED)資源依賴
外文關鍵詞: Organic Light Emitting Diode (OLED), Resource Dependence
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  • OLED是極具潛力的新興平面顯示技術,與目前平面顯示器主流TFT-LCD相較,OLED具有自發光、低驅動電壓、高效率、廣視角、高亮度、反應速度快、面板輕薄、使用元件結構較少以及製程簡單等特色。然而,雖然OLED市場潛力無限,但台灣廠商在經過幾年的發展之後,有些仍然在運作、而有些則選擇退出市場,再者,尚有新進入的廠商。因此,OLED產業發展的微妙關係值得進一步探討。
    本研究透過對OLED產業脈絡的了解,剖析在生產之各階段製程裡,廠商在環境生態中對資源的敏銳度情形,並釐清OLED廠商、設備供應商、材料商、以及更上一層原物料商之間的相依關係;畢竟廠商對於本身所處之環境概況、環境中成員間之相依關係、以及發展的關鍵資源,會因OLED廠商所掌握或控制資源的差異而有所不同。
    研究發現,蒸鍍製程及設備仍有瓶頸限制存在:一為沒有標準化的機台設備,各廠商的設備規格皆是自己量身訂做;二為製程能不穩定,廠商仍在不斷的從試產中來發掘製程上的瑕疵;最後乃是由於僅有ULVAC及Tokki兩家供應商,因此,OLED廠商確實對設備商有過度依賴的現象。而就材料與各項元件方面,廠商競爭力之決勝差異乃在於「元件」的取得成本,透過部份的採購本土化及自製,廠商對貨源的取得途徑及議價能力方面就顯得比較能因應;而這其間的關連性乃隱含著OLED產品「良率」以及「成本」兩項議題。
    面對OLED未來潛在的商機及競爭下,本研究對於台灣OLED廠商未來的走向依產業資源分配狀況做邏輯性的推衍,從而產生以下的結論:
    1.台灣廠商應以中、小尺寸的被動式產品為發展主軸。
    2.台灣廠商可尋求日本廠商做為合作夥伴來發展OLED產業。


    OLED is a new flat panel display technology that has high potential. When compared to the current mainstream flat panel display technology, TFT-LCD, OLED is self-illuminative, has low voltage requirements, is highly power efficient, has a wide view angle, is very responsive, has light surfaces, contains a small number of components, has a simple manufacturing process, and many other properties. Yet, despite that the OLED market has unlimited potential, after years of development by Taiwanese firms, some of them are still operating, others have already exited the market, while new firms are still entering the market. Therefore the development of the OLED industry consists of interesting factors that warrant further investigation.
    To understand the detailed aspects of the OLED industry, each phrase of manufacturing is analyzed, and the relationship among OLED manufacturers, equipment venders, material suppliers, and raw material suppliers is clarified. However, the environmental factors, relative dependent relationships among firms, and key resources would differ among various OLED manufacturers depending on the resources each manufacturer has or controls.
    Research has shown the evaporation manufacturing process and equipment has the following limitations: 1. the lack of standardized equipment, as each equipment vender specifications are customized; 2. unstable manufacturing processes, manufactures are still continuing to discover manufacturing flaws during trial manufacturing; 3. there are only two equipment suppliers, ULVAC and Tokki. There OLED manufacturers are over-dependent on equipment manufacturers. Manufactures gain competitive advantages through obtaining components at lower costs by purchasing locally and producing them in-house, providing better options for the manufacturers; the key still revolves around the yield rate and production cost of OLED products.
    By analyzing the potential business opportunities and competition surrounding OLED, this research applies logical inferences to forecast future trends in resource dependence among OLED manufacturer, resulting in the following conclusions
    1.Taiwanese manufactures should focus on small and medium sized passive matrix products.
    2.Taiwanese manufactures can attempt to establish partnerships with Japanese manufactures to develop the OLED industry.

    摘要……………………………………………………………………i Abstract………………………………………………………………ii 誌謝……………………………………………………………………iv 目錄……………………………………………………………………v 圖目錄…………………………………………………………………vi 表目錄…………………………………………………………………vii 第一章 緒論……………………………………………………………1 1.1 研究背景與動機………………………………………………….1 1.2 研究目的………………………………………………………...3 1.3 研究範圍與限制………………………………………………….3 1.4 研究流程………………………………………………………….4 第二章 文獻探討………………………………………………………5 2.1 全球OLED產業概述……………………………………………...5 2.2 台灣OLED產業概述……………………………………………..10 2.3 OLED製程介紹………………………………………………...13 2.4 資源依賴論(Resource Dependence)……………………….20 第三章 台灣OLED產業分析………………………………………...21 3.1 產業現況………………………………………………………..21 3.2 設備導入之現況………………………………………………..23 3.3 原物料投入之現況……………………………………………..25 3.4 人力資源配置…………………………………………………..27 3.5 顧客端分析……………………………………………………..28 第四章 資源依賴關係之邏輯推演………………………………….30 4.1 台灣OLED廠商對生產資源的取得及掌控程度………………..31 4.2 台灣OLED廠商與供應商之間的相依關係………………………38 4.3 小結……………………………………………………………..48 第五章 結論………………………………………………………...51 5.1 結論…………………………………………………………....51 5.2 後續研究建議…………………………………………………..53 參考文獻……………………………………………………........54 附錄一 全球OLED廠商分佈………………………………………...55

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