| Abstract: | 全球面板產業在中國面板廠新產能不停開出的情況下，造成全球面板產業供過於求的情況，且面板價格持續低落，而台灣與中國面板廠在面對相同的產業環境下擁有不同的競爭優勢。台灣面板廠商因較早發展，故學習曲線較佳，也就是當累積產量不斷提高的時候，平均成本也會隨之降低；中國面板產業擁有經濟規模，以較大的生產數量來降低其平均成本。台灣與中國面板廠商各自有不同的優勢，本研究希望透過資料包絡分析法、視窗分析及敏感度分析，以效率的觀點探討台灣與中國面板廠的營運績效。本研究實證結果如下：針對資料包絡分析法分析結果，台灣廠商在面對近年來中國加入面板產業的競爭以及整體產業供過於求的情況下，多數廠商能穩定的維持其營運績效，且除了華映之外的廠商都接近低風險高報酬區塊，代表台灣面板廠商站在長期經營的角度來看是採取較為保守的態度；中國面板廠雖有京東方及中電熊貓處於低風險高報酬的績優區塊，但其餘廠商經營績效穩定程度較低，且有兩間廠商位於高風險低報酬區塊，代表面對市場變動快速的面板產業，中國面板廠商採取較為積極的營運模式。以敏感度分析的結果來看，在獲利固定的情況下，台灣與中國面板廠商應該思考如何以最低的營業費用獲得等同的獲利；以產出項來看，營業收入是影響台灣與中國面板廠營運效率最大的因子，因此如何獲得更多的訂單來增加廠商收入是台灣與中國面板廠商提升營運效率的關鍵。
In the global panel industry, the new capacity of China's panel factory is constantly being opened, resulting in oversupply of the global panel industry, and panel prices continue to be low, while Taiwan and China panel factories have different competitive advantages in the same industrial environment. Due to the early development of Taiwan panel makers, the learning curve is better, that is, when the cumulative output is continuously increased, the average cost will also decrease; the China panel industry has an economic scale, and the average cost is reduced by a larger production quantity. . Taiwan and Chinese panel makers each have different advantages. This study explores the operational performance of Taiwanese and China panel makers in terms of efficiency through Data Envelopment Analysis, Window Analysis and Sensitivity Analysis.The empirical results of this study are as follows: For the results of data envelopment analysis, Taiwanese manufacturers can stably maintain their operational performance in the face of competition from China's participation in the panel industry in recent years and oversupply of the overall industry, in addition to Chunghwa Picture Tubes. The outside manufacturers are close to the low-risk and high-reward blocks. On behalf of Taiwan panel makers, they are taking a more conservative attitude from the perspective of long-term operation. Although China's panel makers have Boe Technology Group and China Electronics Panda Crystal Technology Corporation in low-risk and high-paying high-quality blocks. However, the rest of the manufacturers' business performance is relatively stable, and two manufacturers are located in high-risk and low-reward blocks, which represent a panel industry with rapid market changes. Chinese panel makers adopt a more active mode of operation. Based on the results of the sensitivity analysis, Taiwanese and Chinese panel makers should think about how to obtain the same profit at the lowest operating cost when the profit is fixed. In terms of output, the operating income is affecting Taiwan and China. The most efficient factor in the operation of the panel factory, so how to obtain more orders to increase the revenue of the manufacturers is the key to improving the operational efficiency of Taiwan and China panel makers. |
