產業發展之資源累積模式–以台灣為例
黃慧華
摘要
顯示器產業是繼半導體產業之後，全球重要的高科技產業之一，整體顯示器產業中，無論以產值或產能而言，都以薄膜電晶體液晶顯示器(Thin Film Transistor Liquid Crystal Display；TFT-LCD)產業占最大部份。以2015年為例，台灣大型TFT-LCD的產值為19,423.21百萬美元，居全球第二。事實上，台灣大型TFT-LCD產業發展是一個動態資源累積的過程，由許多因素之間彼此牽動並且相互影響，形成一個複雜的產業發展系統。本研究應用系統動態學建構台灣大型TFT-LCD產業發展的結構，以了解其產業發展的系統行為。研究顯示：研發人力、資產、技術水準為台灣大型TFT-LCD產業成功發展的最主要的三個積量，同時，還需要外在環境變數的支援，包括：產業吸引力，來自日本大型TFT-LCD技術的移轉和政府政策等因素的影響。最後，本研究針對台灣大型TFT-LCD產業發展做相關趨勢的模擬與建議。
關鍵詞：顯示器產業；半導體產業；高科技產業；薄膜電晶體液晶顯示器(TFT-LCD)；系統動態學
The Accumulated Resources Model of Industry Development - a Case Study in Taiwan
Hui-Hua Huang
Abstract
The display industry has followed the semiconductor industry to become an important high-tech industry. In 2015, the total production value of Taiwanese large-sized TFT-LCD was US$19,423.21 million, which makes Taiwan the second world leader in TFT-LCD production. In fact, the development of the Taiwanese TFT-LCD industry is a dynamically accumulated resource process with many causative variables that helped form a complex and developed industrial system. This study applies system dynamics to model the developmental structure of the large-sized TFT-LCD industry in Taiwan. The results of this study show that the three largest internal factors: accumulated R&D talent, capital, and technology levels required for this industry. However, external factors such as industry attractiveness, large-sized TFT-LCD technology transfer from Japan, and government policies play significant roles. Finally, we discuss the simulation results for the development trend of large-sized TFT-LCD industry in Taiwan.
Keywords: the display industry; the semiconductor industry; the high-tech industry; large-sized TFT-LCD; system dynamics
Received: 2016-11-29
Accepted: 2017-02-20