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題 名 | 展望2000年--我國液晶顯示器用材料/化學品產業=Recent Developments and Prospects of Taiwan's LCD Materials and Chemicals Industry |
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作 者 | 葉惠娟; | 書刊名 | 化工資訊月刊 |
卷 期 | 14:1 2000.01[民89.01] |
頁 次 | 頁18-28 |
分類號 | 484.51 |
關鍵詞 | 液晶顯示器; 材料; 化學品產業; |
語 文 | 中文(Chinese) |
中文摘要 | 液晶顯示器(以下簡稱為LCD)產業在歷經1995年以來持續d年的不景氣後,終於在 1999 年由谷底爬升, 但由於面板產能盡出,廠商在獲利之餘也飽受上游原材料缺貨之苦。 對 LCD 相關業者而言,1999 年不但是獲利年, 更是攸關 LCD 產業未來發展重大的轉捩點 ,台灣六家 TFT-LCD 面板廠商之陸續投產及韓國廠商之持續擴充,是否會使得景氣在 2000 年 2Q 反轉? 下游應用市場如液晶監視器的成長及上游原材料的缺貨是否能支撐景氣的高點 ? 台灣 TFT- LCD 液晶面板廠商如何把握這波景氣站穩腳步? 而在大舉投入 LCD 面板之同 時, 台灣廠商及政府又該如何切入衍生的材料商機,建構一個健全的 LCD 產業? 都非常值 得我們進一步深入探討。 本文由回顧 1999 年的 LCD 產業切入,嚐試從次級資料的分析及 國內外專家的問卷訪談,剖析 2000 年的 LCD 產業景氣。 並針對佔 LCD 用 55% 以上成本 的原材料及化學品,進行全球 / 台灣市場供需、價格概況及未來發展趨勢探討。 同時透過 業界專家的觀點進一步了解各原材料缺貨之可能性及衝擊,以作為業者投資、經營決策之重 要參考。 |
英文摘要 | The LCD industry recovered from a four-year recession period, with signs of recovery in 1999. The unexpected recovery has increased the price as well as profit margin for LCD products. However, LCD manufacturers must address the shortage of key components and materials, as their supply could not keep pace with the surge of LCD production. 1999 marked not only a turning point for LCD manufacturers, but also a critical year for future industrial development. As forecasted, the entry of mass production of six new TFT-LCD producers in Taiwan and continuous expansion of Korean and Japanese manufacturers may hamper industrial recovery during the second quarter of 2000. However, the shortage of key component and materials and the rapid expansion of LCD monitor market may prolong the upward trend after 2Q 2000. Nevertheless, 2000 will be an milestone for TFT-LCD producers in Taiwan to gain a market niche in the global LCD community. This article discusses LCD industrial development in 1999. Prospects of the LCD industry in 2000 are also examined by analyzing market information and questionnaires answered by local and foreign LCD experts. The key component and material accounts for 55% of the production cost of LCD. Therefore, this article focuses mainly on their supply and demand balance, price trend as well as technology development. Also addressed herein are the probability of shortage of LCD key component and materials and their impact on the global LCD industry. |
本系統中英文摘要資訊取自各篇刊載內容。