LED（Light-Emitting Diode，簡稱LED）為一種半導體電子元件，它在電流驅動下，可將電能轉換成光的形態輸出，於1907年由美國科學家Henry所發明。在1996年日本日亞化公司透過藍光LED搭配螢光粉開發出白光LED後，開始了LED高成長的世代。隨著發光效率（lm/W）日益提高，加上低耗電的特性，近年來已逐漸取代白熾燈、冷陰極管（CCFL）等低效率、高耗能的發光源。2002年起LED的應用由小尺寸的手機，一路往中大尺寸的顯示器、NB螢幕及TV等的背光源發展。 在2009年金融海嘯時，當大部分的產業都還陷在產業低潮中LED產業因應用到TV背光模組而使市場迅速恢復。背光源是顯示面板不可或缺的主要零組件，臺灣主要的面板供應商友達光電及奇美電子公司也先後投資成立LED相關企業。近年來隨著LED產業快速擴張，各廠商紛紛投入大量資金競相擴產，伴隨著產業產能及技術提升，已讓產品價格大幅下降。因此LED的下一個主力照明市場即將接棒上場。照明市場規模遠大於面板背光模組，如何在激烈的產業競賽中取得競爭優勢，是非常值得研究的一個課題。 本研究以台灣唯一一個做LED產業垂直整合的LED公司為例來分析其在發光元件的競爭優勢。研究方式將以「需求特徵分析」問卷調查方式探討個案公司在競爭激烈的台灣 LED產業，應如何強化競爭優勢，才能突破重圍在競爭激烈的市場中找到新商機？ LED (Light Emitting Diode, LED) is an electron element of a semiconductor. Use the current drive LED, it can convert electrical energy into light output form, in 1907 by American scientists invented by Henry. The high-growth generation of LED started from 1996 when blue LED with phosphor developed into white LED, researched from the Nichia Corporation in Japan. With the increase of the luminous efficiency (lm / W) and low power consumption characteristics, LED has gradually replaced those low efficiency and high energy consumption products, such as incandescent lamps and cold cathode fluorescent lamp (CCFL). In 2002, LED has been applied in small-sized cell-phones, and more currently in the larger-sized display, the NB screen and backlight of TV. With the financial tsunami in 2009, most industries were still stuck in the downturned economy but LED application on backlight of the panel enabled it to have a rapid recovery. Recently, with the rapid expansion of the LED Industry, manufacturers have invested amounts of capital to increase production capacity and upgrade techniques, resulting in product prices dropping significantly. However, the next illumination market for LED will take over the current backlight market of panels soon. Therefore, it will make an interesting study topic for the company which owns the LED production technique so as to gain the competitive advantage in such a fierce competitive environment. This study analyzes the competitive advantage of the light-emitting element based on the only one done by the vertically integrated LED Company in Taiwan. The study uses “demand characteristics analysis” questionnaire to explore the company case in order to find ways to strengthen the competitive advantage and explore new business opportunities for the research company.
