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| Title: | 設備供應商在顯示器產業的市場競爭與策略: 以應用材料為例
Market Competition and Business Strategy of Equipment Suppliers in Display Industry: A Case of Applied Materials, Inc. |
| Authors: | 歐陽承沛
Ouyang, Cheng Pei |
| Contributors: | 吳文傑
Wu, Jack
歐陽承沛
Ouyang, Cheng Pei |
| Keywords: | 設備供應商
顯示器產業
市場競爭與策略
應用材料
Equipment Suppliers
Display Industry
Market Competition and Business Strategy
Applied Materials |
| Date: | 2013 |
| Issue Date: | 2014-08-12 14:03:59 (UTC+8) |
| Abstract: | 設備供應商在顯示器產業的市場競爭與策略:
以應用材料為例
Flat panel display (FPD) is one of the most booming industries in the past decade. It shows everywhere in our life, such as TV, smartphone, laptop, car display, and public display.
In the FPD plants, the manufacturing equipment is the critical portion to determine the performance of the production lines. Equipment suppliers combine advanced technologies into mass production tools, and eventually boost the innovation of information technology.
In this thesis we will discuss about the market of display industry and the equipment market, followed by analysis of the strategy of equipment suppliers. We will use Applied Materials as the case, to see what their strategy to keep the leading position in the competitive market for over 20 years.
Chapter 1: Introduction 1
Chapter 2: Overview of Display Industry 3
2.1 Development of LCD 3
2.2 Development of OLED 9
2.3 Market Status and Trend of FPD 11
2.3.1 TV 11
2.3.2 Small-medium FPD 14
Chapter 3: Market of Manufacturing Equipment in Display Industry 18
3.1 Panel Makers: Customers of Equipment Suppliers 19
3.1.1 Korea 21
3.1.2 Japan 21
3.1.3 Taiwan 22
3.1.4 China 22
3.2 Five Forces Analysis of Equipment Market in Display Industry 24
3.2.1. Threat of New Entrants 25
3.2.2. Threat of Substitute Products or Services 26
3.2.3. Bargaining Power of Customers 27
3.2.4. Bargaining Power of Suppliers 28
3.2.5. Intensity of Competitive Rivalry 28
3.3 Top Equipment Suppliers in Display Industry 30
3.3.1. ULVAC 30
3.3.2. Tokyo Electron LTD (TEL) 30
3.3.3. Dainippon Screen (DNS) 31
3.3.4. Canon 31
3.3.5. Nikon 31
Chapter 4: Profiles of Applied Materials, Inc. 32
4.1 Overview 32
4.2 Products and Segments 34
4.2.1 Silicon Systems 34
4.2.2 Global Services 35
4.2.3 Display 36
4.2.4 Energy and Environmental Solutions 37
4.3 Core Competencies 38
4.3.1 Precision Materials Engineering 38
4.3.2 Customer Engagement 39
4.3.3 Providing Differentiated Device Performance and Yield Solutions 40
Chapter 5: Business Strategy of Applied Materials in the Display Market 41
5.1 Strategy from 1993 to 2004 41
5.2 Strategy from 2004 to 2012 42
5.3 Strategy from 2012 43
Chapter 6: Conclusion 46
Reference 47 |
| Reference: | 1. Wikipedia, History of display technology,
http://en.wikipedia.org/wiki/History_of_display_technology, (June 7, 2014)
2. Chris Wright, Outside the box, Discovery Channel Magazine (June 2012)
3. DisplaySearch, LCD TV Growth Improving, As Plasma and CRT TV Disappear,
http://www.displaysearch.com/cps/rde/xchg/displaysearch/hs.xsl/140415_lcd_tv_growth_improving_as_plasma_and_crt_tv_disappear.asp, (Apr. 16, 2014)
4. Mingxia Gu, The history of liquid crystal display,
http://www.personal.kent.edu/~mgu/LCD/lcd_history.htm
5. CCID Consulting, Material Technology Bottleneck Restricts Competitiveness of China`s Flat Panel Display Industry,
http://www.prnewswire.com/news-releases/ccid-consulting-material-technology-bottleneck-restricts-competitiveness-of-chinas-flat-panel-display-industry-57742257.html (Aug 1, 2007)
6. DisplaySearch, LCD TV Panel Makers Target 40% LED Penetration by Q4’10,
http://www.displaysearch.com/cps/rde/xchg/displaysearch/hs.xsl/100901_lcd_tv_panel_makers_target_40_led_penetration_by_q4_10.asp (Sep. 1, 2010)
7. Wikipedia, OLED, http://en.wikipedia.org/wiki/OLED, (June 21, 2014)
8. DisplaySearch, High Manufacturing Costs for AMOLED TV Panels Not Deterring Investment in TFT Capacity,
http://www.displaysearch.com/cps/rde/xchg/displaysearch/hs.xsl/130918_high_manufacturing_costs_for_amoled_tv_panels_not_deterring_investment_in_tft_capacity.asp, (Sep 18, 2013)
9. OLED-info.com, OLED materials companies,
http://www.oled-info.com/companies/oled-materials
10. News release, OLED Encapsulation: New Sealing Process Reduces Water Intrusion and Increases Device Lifetimes,
http://www.gtresearchnews.gatech.edu/newsrelease/oled-encapsulation.htm (Apr. 23, 2008)
11. Display Bank, Key Patent Report - OLED Thin Film Encapsulation Technology (June 29, 2012)
12. DisplaySearch, Quarterly Worldwide FPD Shipment and Forecast Report (Oct. 14, 2012)
13. DisplaySearch, LCD TV Growth Improving, As Plasma and CRT TV Disappear,
http://www.displaysearch.com/cps/rde/xchg/displaysearch/hs.xsl/140415_lcd_tv_growth_improving_as_plasma_and_crt_tv_disappear.asp, (Apr. 16, 2014)
14. DisplaySearch, Average Size of LCD TV Panels Increases by 2 Inches in 12 Months,
http://www.displaysearchblog.com/2012/10/average-size-of-lcd-tv-panels-increases-by-2-inches-in-12-months/ (Oct. 2, 2012)
15. DisplaySearch, Smartphone, Tablet PC Demand Drive Small/Medium Flat Panel Display Revenue to $71.5 Billion in 2016,
http://www.displaysearch.com/cps/rde/xchg/displaysearch/hs.xsl/130409_smartphone_tablet_pc_demand_drive_small_medium_flat_panel_display_revenue.asp (Apr. 10, 2013)
16. DisplaySearch, Mobile Display Revenues to Surpass TV Display Revenues for the First Time,
http://www.displaysearch.com/cps/rde/xchg/displaysearch/hs.xsl/140415_mobile_display_revenues_to_surpass_tv_display_revenues_for_the_first_time.asp (Apr. 15, 2014)
17. DisplaySearch, Tablet Shipments to Surpass Notebook Shipments in 2016,
http://www.displaysearch.com/cps/rde/xchg/displaysearch/hs.xsl/120703_tablet_shipments_to_surpass_notebook_shipments_in_2016.asp (July 3, 2012)
18. DisplaySearch, Samsung Galaxy and Apple iPhone Driving 55% Increase in Mobile Phone Display Revenues in 2013,
http://www.displaysearch.com/cps/rde/xchg/displaysearch/hs.xsl/130822_samsung_galaxy_and_apple_iphone_driving_5_increase_in_mobile_phone_display_revenues.asp (Aug. 26, 2013)
19. DisplaySearch, Mobile Phone Display Shipments Drop in Q1’14 as HD/FHD Panels Grow,
http://www.displaysearchblog.com/2014/06/mobile-phone-display-shipments-drop-in-q114-as-hdfhd-panels-grow/ (June 16, 2014)
20. DigiTimes, China market: BOE to set up new 8.5G plant in Hefei,
http://www.digitimes.com/news/a20120816PD215.html (Aug. 17,2012)
21. ChinaDaily, China ups import tariff on LCD panels,
http://www.chinadaily.com.cn/bizchina/2012-03/23/content_14898008.htm (Mar. 23, 2012)
22. DisplaySearch, China Increasing LCD Glass Import Duty in 2014,
http://www.displaysearchblog.com/2013/12/china-increasing-lcd-glass-import-duty-in-2014/ (Dec. 31, 2013)
23. DisplaySearch, China to Account for More Than 70% of Flat Panel Display Equipment Spending Over Next Two Years,
http://www.displaysearch.com/cps/rde/xchg/displaysearch/hs.xsl/140205_china_to_account_for_flat_panel_display_equipment_spending_over_next_two_years.asp (Feb. 5, 2014)
24. DisplaySearch, Chinese Panel Makers Post Higher Profit Margins than Taiwanese and Korean Makers,
http://www.displaysearchblog.com/2013/05/chinese-panel-makers-post-higher-profit-margins-than-taiwanese-and-korean-makers/ (May 7, 2013)
25. OFWeek, BOE expected 800% up in annual net profit for 2013,
http://global.ofweek.com/news/BOE-expected-800-up-in-annual-net-profit-for-2013-7364 (Jan. 29, 2014)
26. Annual Report 2013, Applied Materials, November 2013
27. DisplayBank, AKT Desires to Dominate Global LCD Equipment Market,
http://www.displaybank.com/_eng/research/markettrack_view.html?id=1255&&startPage=53 (Aug. 23, 2005)
28. DisplaySearch, 2007 Equipment Market Share & Industry Update and TFT LCD Equipment Report (Sep. 17, 2007)
29. VLSI Research, The 2014 10 Best Suppliers of Chip Making Equipment,
30. https://www.vlsiresearch.com/public/cms_pdf_upload/700225v14.05.htm, (May 21, 2014)
31. DisplaySearch, 2007 Equipment Market Share & Industry Update and TFT LCD Equipment Report (Sep. 17, 2007)
32. VLSI Research, The 2014 Ranked 1st Suppliers,
33. https://www.vlsiresearch.com/public/cms_pdf_upload/RANKED_1ST_News_Rlse_700227v14.05.pdf, (May 23, 2014)
34. Reuters, Applied Materials, Tokyo Electron deal would create titan,
http://www.reuters.com/article/2013/09/24/us-tokyoelectron-merger-appliedmaterials-idUSBRE98N0CB20130924, (Sep. 24, 2013)
35. 1967-1979: The Early Years, History of Applied Materials,
http://www.appliedmaterials.com/company/about/history/early-years
36. Market Share: Semiconductor Manufacturing Equipment, Worldwide, 2013, Garner Inc.,
https://www.gartner.com/doc/2696225, (Mar. 31, 2014)
37. Press Release, Applied Materials Revolutionizes Solar Module Manufacturing with Breakthrough SunFab Thin Film Line,
http://www.appliedmaterials.com/company/news/press-releases/2007/09/applied-materials-revolutionizes-solar-module-manufacturing-with-breakthrough-sunfab-thin-film-line, (Sep. 4, 2007)
38. PV-Tech, An Applied Materials ‘SunFab’ thin film customer files for bankruptcy,
http://www.pv-tech.org/news/an_applied_materials_sunfab_thin_film_customer_files_for_bankruptcy, (Apr. 2, 2010)
39. Press Release, Applied Materials Announces Restructuring of Energy And Environmental Solutions Segment,
http://www.appliedmaterials.com/zh-hant/company/news/press-releases/2010/07/applied-materials-announces-restructuring-of-energy-and-environmental-solutions-segment, (July 21, 2010)
40. Press Release, Applied Materials Reports Fourth Quarter and Fiscal Year 2011 Results,
http://www.appliedmaterials.com/company/news/press-releases/2011/11/applied-materials-reports-fourth-quarter-and-fiscal-year-2011-results, (Nov. 16, 2011)
41. Press Release, Applied Materials Announces Fourth Quarter and Fiscal Year 2013 Results,
http://www.appliedmaterials.com/zh-hant/company/news/press-releases/2013/11/applied-materials-announces-fourth-quarter-and-fiscal-year-2013-results, (Nov. 14, 2013)
42. Company Factsheet, Applied Materials,
http://www.appliedmaterials.com/company/about
43. EE Times, Applied Materials to acquire mask maker Etec Systems in stock swap,
http://www.eetimes.com/document.asp?doc_id=1183156 (Jan. 12, 2000)
44. CNet, Applied buys Applied and gets into solar,
http://news.cnet.com/Applied-buys-Applied-and-gets-into-solar/2100-11746_3-6068805.html (May 4, 2006) |
| Description: | 碩士
國立政治大學
國際經營管理英語碩士學位學程(IMBA)
98933006
102 |
| Source URI: | http://thesis.lib.nccu.edu.tw/record/#G0098933006 |
| Data Type: | thesis |
| Appears in Collections: | [國際經營管理英語碩士學程IMBA] 學位論文
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