台湾电子信息业新亮点

本文着重阐述LCD产业在东亚地区发展演变历程,我国台湾地区如何成功切入该领域,并在很短时间内取得突破性效果,以及该产业未来发展前景。说明不是市场没有机会,而是应该努力去创造市场。     

Managing TFT-LCDs under uncertainty: When crystal cycles meet business cycles

Understanding the correlation between the crystal cycle and the business cycle is important, because it can help managers to anticipate change, reduce environmental uncertainty, and formulate operational objectives. To this end, we focused on China and the U.S. in our analysis. We found that the economic indicators that were the most relevant in the characterization of China's huge and burgeoning TFT-LCD market are gross domestic production and industrial production. We complemented this finding by conducting similar analyses in the U.S. market using a more comprehensive list of economic indicators.     

The dynamic evolution and technological diffusion in Taiwan's TFT-LCD industrial cluster: a network perspective

Industrial clusters evolve dynamically as the external environment changes. To better understand the nature of cluster evolution, which has nurtured economic growth in early 2000s, strategy and organisation scholars have attempted to unpack contributors to cluster evolution from the perspective of the ‘environmental uncertainty’ and ‘resource abundance’ effects. The paper adopts and extend an earlier extant model through empirical testing of the thin-film transistor liquid crystal display (TFT-LCD) industrial cluster in Taiwan, a developing country. This study modifies the extant network model by adding a diffusion of technological innovation index to cluster evolving. Using the extended case study, the study examines the dynamic evolutionary process in the TFT-LCD industrial cluster. It was found that the evolution of the TFT-LCD industrial cluster resembles the theoretical argument in some respects. The characteristics of network change are modified according to these results. Implication for policymakers and decision-makers of developing countries are also discussed.     

安徽省TFT-LCD技术专利现状分析研究

对安徽省平板显示产业TFT-LCD重点技术领域的专利现状进行分析解读,从阵列、成盒和模组三个主要的技术阶段着手进行深度分析。为科技管理者和技术研发人员更好的了解安徽省TFT-LCD技术现状,对TFT-LCD技术的发展方向和研发重点提供参考和建议。     

OLED产业现状及发展策略研究

文章概述了国内外OLED产业现状及发展过程中面临的主要困难,提出了政府及企业针对OLED和TFT-LCD 2个平板显示技术领域采取的不同产业发展策略。     

Knowledge flows and innovation capability: The patenting trajectory of Taiwan's thin film transistor-liquid crystal display industry

This paper uses USPTO's patent data to present and analyse knowledge flows and innovation capability within and across Taiwan's top five major players in the thin film transistor-liquid crystal display (TFT-LCD) industry. Based on the empirical results, the study shows that latecomers, such as Taiwan, to the TFT-LCD industry have internalised external knowledge from the US and particularly from Japan on specific core technologies, while the knowledge relationship between source and recipient is un-intimated. One important finding of this study is that Taiwan's top five TFT-LCD manufacturers possess different knowledge sources and technology focuses. This specialised capability is most likely the cause for their positions in the market (i.e. market share). Each player has unique patenting protocol, in which the coded knowledge (i.e. patenting rate) does not act as a major indicator of innovation performance in Taiwan's TFT-LCD industry. Remarkably, the public research institute does not show its essential impact on TFT-LCD industry as it once was in most East Asian latecomer literature. This study thus provides some useful managerial implications for latecomer firms to facilitate knowledge internalisation and build endogenous innovative capabilities.     

Technological upgrading in Taiwan's TFT-LCD industry: signs of a deeper absorptive capacity?

Firms from several advanced developing countries have successfully upgraded to higher levels of capability and competitiveness on the international stage. This study explores how leading Taiwanese latecomer firms acquired strong capabilities in the display (thin film transistor-liquid crystal display, TFT-LCD) industry. We identify how these firms acquired the technology base to catch up rapidly and move from one set of advanced products and technologies to another, focusing on both the accumulation of technological capabilities and the underlying absorptive capacity of each firm. Empirically, we distinguish three phases of capability building, namely pre-entry, entry, and innovation and diversification. Theoretically, we suggest that the notion of ‘latecomer’ absorptive capacity, centred on engineering and design rather than R&D, might explain both the rapidity of recent technological catch up and the diversification across products and technologies as latecomer firms approach the technology frontier.     

非接触式搬运设备在液晶物流中的应用

介绍了在TFT-LCD液晶生产线中非接触式搬运设备的应用，说明了其技术原理和特点，并分析了非接触式搬运设备现状和发展前景。     

OLED产业现状及发展策略研究

文章概述了国内外OLED产业现状及发展过程中面临的主要困难,提出了政府及企业针对OLED和TFT-LCD 2个平板显示技术领域采取的不同产业发展策略。     

Analysis of the supply and demand in the TFT–LCD market

A methodology for the analysis of the supply and demand in the Thin-Film Transitor (TFT)-liquid crystal display (LCD) market in 2004 is proposed. The quarterly history supply and demand data are collected from 63 factories in Taiwan, Korea, Japan, and China during 2000–2003. This method takes into the account supply, demand, and differences between supply/demand. For the supply, a heuristic approach is used to forecast the future supply. For the demand, a transfer function model is used to forecast the future demand. The difference analysis of the supply and demand shows that it can predict whether or not there appears to be a shortage in the market of 2004. In addition, three important managerial implications such as pricing strategy, product-mix decision, and customer's priority are discussed in this paper.