摘要: | 電子級化學品在半導體、平面顯示器、發光二極體、太陽能、電池產業中為不可或缺的關鍵材料,電子產業的最終產品如智慧型手機、筆記型電腦、電視、電子紙,電子產品帶給人類生活中的便利已經成為無可取代的必需品。 電子級化學品是在無塵室環境中充填生產,具有低金屬含量、高純度的特性,為高科技電子廠線路製作過程的必要材料,常用於濕式製程如曝光、顯影、蝕刻、去光阻製程中。產業原本主要關鍵材料多數掌握在日本、美國、歐洲等國家,將原料由國外進口進行分裝或直接於客戶端系統充填供應。 在本篇論文中採取個案研究法,以研究者所服務的公司-P公司為研究對象,以商業模式轉型、五力分析平面顯示器產業的外部環境,同時以SWOT競爭策略矩陣分析來探討其經營策略,分析與探討個案P公司在競爭激烈的環境中,其經營管理及發展策略之關鍵成功因素,並針對個案分析結果提出對個案公司未來商業模式建議,及電子級化學品相關廠商在未來制定經營策略與行動方案的建議。一、個案公司持續進行原料品質升級,由平面顯示器產業跨至半導體領域。 二、產品代理:由日本股東知名度,代理低溫多晶矽製程 (LTPS)、有機發光二 極體 (OLED)材料,於新產品開發階段取得市場先機 三、跨產業整合:由平面顯示器產業中,與廢液處理夥伴的成功經驗複製到半 導體產業,同時進行電子產業領域整合將市場規模擴大。 四、產業中異業結盟:締造前段製程廠商與個案公司互動機會與頻率,綁定業界 參數規格,降低產品被取代風險。;Electronic grade chemical is a crucial material in many electronic industries such as semi-conductor, flat panel display (FPD), light-emitting diode (LED), solar energy, and battery. The final products from electronic industries such as smart phone, notebook, television, and e-paper, make our life more convenient, or even become irreplaceable necessities. Electronic grade chemicals have to be filled in a clean room. Due to low metal ion content and high purity, it is a necessary material for the processes of patenting circuits in high-tech electronic factories. Generally, the processes include exposure, developing, etching, and stripping. These chemical materials have been dominated by Japanese, American, and European companies. After imported to Taiwan, these materials are reloaded or directly shipped to users’ supply systems. This thesis takes Company P as the case, which is the employer of the researcher, to analyze the FPD industrial environment by the five-force analysis and the evolution of the case company’s business model. The competitive strategy of the company is analyzed with SWOT analysis to figure out the key factors for Company P to succeed in this highly competitive business environment. The results of the analysis provide the following suggestions to Company P and other electronic grade chemical suppliers: 1. Company P should keep improving quality, so they could extend their business from the FPD industry to the semi-conductor industry. 2. Product agency: With its well-known Japanese stockholder, Company P could be a material agency for LTPS and OLED industries. It will help the company getting ahead of these two new developing industries. 3. Cross-industrial integration: Company P has successful cooperating experience with a waste treatment partner in the FPD industry, and it can copy the business model to the semi-conductor industries; meanwhile, it will also help Company P to extend and integrate the market shares in the electronic chemical industries. 4. Business alliance in the same application: Ally with companies that are suppliers for the upstream processes and furthermore establish industrial standards of process parameter with the partners together. It will reduce the risk of being replaced by competitors. |