According to Japan Mitsubishi Research Forecast, 2005 worldwide TFT LCD sale amount will reach 45.5 BillionsUSD. Display Research indicates 2004 Q3 TFT LCD display sales volume will exceed CRT Monitor sales volume and the growth of TFT LCD will be 50% per year.
Taiwan TFT LCD sales amount exceeded Japan in 2001 Q4 and became the 2nd biggest TFT LCD manufacturing country in the world. Worldwide market share reached 36.6% in Q1 2003 for Taiwan. Comparing with 40.6% market share of Korea, it is 4 % difference less. In 2004, Taiwan market demands are expected to exceed Korea market demands, becoming the number 1 manufacturing country of TFT-LCD manufacturing.
The TFT-LCD industry is the newly arisen one after semi-conductor industry in Taiwan and government has considered TFT-LCD as the core advantage industrial and expect to create 1 trillion NT dollars business in 2006 to become worldwide FDP research and development country.Under the current all TFT LCD panel makers for vertical & horiozon integration with key upstream component, Taiwan panel makers componet localization are expected to reach to 60%, which is going to fully integrate TFT LCD upstream and down stream together. Upstrem and down stream integration is the key strength of AMLCD. So to understand upstream and down stream is the most important subject for us.
However, LCD module process is labor intensive business.All Taiwan panel makers moved LCD Module fab to Mainland to compete with competitors.Labor cost consisit of 6-8% of overall LCD manufacturing cost. Module is the most high labor cost process of LCF processes. That is the main strategy of Taiwan investor to set up module fab in Mainland China in the very beginning. As to Array and Cell process due to government policy, in near future there is no possibility to move to Mainland China, but in recent May 2004, Taiwan Government release the constraint investment of smaller size TFT LCD maker in Mainland Chian.
Possibility of bigger size LCD investment in Mainland China will gradually increase given the more and more Taiwan makers of Monitor and Laptop manufacturing move to facitlies to mainland China.
We foresee that Taiwan Panel Makers should consider global positioning and new business model as more global competion and Mainland China market emerging.How Taiwan maker can compete with japan and Korea? What is the next step for Taiwan LCD makers. We need to consider Taiwan Strait collaboration of TFT LCD business model and provide information for companies reference and suggestions.
| Identifer | oai:union.ndltd.org:NSYSU/oai:NSYSU:etd-0814104-144518 |
| Date | 14 August 2004 |
| Creators | TAI, YU-SHU |
| Contributors | Cher-Min Fong, Hsien-tang Tsai, James C. T. Lee |
| Publisher | NSYSU |
| Source Sets | NSYSU Electronic Thesis and Dissertation Archive |
| Language | Cholon |
| Detected Language | English |
| Type | text |
| Format | application/pdf |
| Source | http://etd.lib.nsysu.edu.tw/ETD-db/ETD-search/view_etd?URN=etd-0814104-144518 |
| Rights | not_available, Copyright information available at source archive |
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