| 摘要: | 面板是台灣重要發展的科技產業之一，不管是面板製造廠或是周邊的上中下游設備及材料廠商。自2009年，中國政府政策的鼓勵與補助下，在中國大陸各地區的面板產能產能擴充迅速，許多台灣面板設備及材料商也因而受惠，紛紛到中國大陸設廠或設置營業據點。而後因中國政府大舉投資面板產業造成市場供過於求，除了影響面板價格一路往下滑，當然也影響到面板產業及其供應鏈的發展。面對中國面板發展現況趨於成熟，對於周邊供應鏈相關設備或材料廠商來說市場開發產值也逐漸縮小。因應各國產業發展政策，接下來面板產業相關廠商要擴張的市場在印度及其周邊東南亞地區。
近年，印度政府宣布將投入200億美元打造當地液晶面板供應鏈，這是繼中國大陸後，再度有國家傾國家之力發展液晶DIGITIMES Research網站，2020，2019~2025年各國大尺寸LCD產能分析(取自2020/1/30， https://digitimes.com.tw）
產業。在地緣政治影響下，印度是個重要市場、也是各大企業分散供應鏈佈局的重點地區。本研究探討 作為台灣及中國大陸各面板廠的設備代理供應商-個案公司UK公司必須對各國政府扶植的產業，進行全球擴張行動作出反應。透過價值鏈、商業九宮格、產業五力分析、SWOT分析探討如何佈局印度市場並做出最好的選擇和計畫下一步是本研究的目標。在深入分析的基礎上制定了幾個初步的選擇，並提出了最後的建議。
;The panel industry is one of the important technology sectors in Taiwan, encompassing not only panel manufacturers but also upstream, midstream, and downstream equipment and material suppliers. Since 2009, under the encouragement and subsidies from the Chinese government′s policies, the panel production capacity has rapidly expanded across various regions in mainland China. Many Taiwanese panel equipment and material companies have benefited from this and have set up factories or business offices in China. However, due to the large-scale investment by the Chinese government in the panel industry, the market has become oversupplied. This has led to a continuous decline in panel prices, affecting the development of the panel industry and its supply chain. As the Chinese panel industry matures, the market development value for surrounding supply chain equipment or material companies has gradually diminished. In response to the industrial development policies of various countries, the next market expansion for panel-related companies lies in India and its neighboring Southeast Asian regions.
In recent years, the Indian government announced an investment of $20 billion to build a local LCD panel supply chain. This marks another national effort to develop the LCD industry after China. Under the influence of geopolitical factors, India has become an important market and a key region for major companies to diversify their supply chain layouts. This study explores how the case company, UK Company, which serves as an equipment agent supplier for various panel manufacturers in Taiwan and China, should respond to the global expansion actions of government-supported industries. Through the analysis of value chains, business model canvases, Porter′s five forces analysis, and SWOT analysis, this study aims to explore how to strategically layout the Indian market and make the best choices and plans for the next steps. Based on in-depth analysis, several preliminary options were formulated, and final recommendations were presented. |
