LED是發光二極體( Light Emitting Diode)的簡稱，在全球能源短缺、加上歐盟極力推動廢電機電子指令（WEEE）與限用有害物質指令（RoHS）， LED因具備環保-無汞、壽命長、省電、體積小及耐衝擊…等特性，在照明光源市場上潛在非常大的商機且由於LED對於國內光電顯示器應用及照明都有重大的影響，故這將是台灣半導體產業自從IC 與TFT-LCD產業成熟之後，未來另一波的明星產業。
LED在國內發展已有三十年的歷史，在近年來因上、中、下游產業結構趨於完整成熟下使得我國LED總產值在1998年首度超越美國，成為全世界第二大LED生產國。現階段除美、日外以中國大陸及韓國對我國的威脅最大，而由於國內於1998年後投入中、上游的公司暴增，市場競爭異常激烈，廠商如何在這LED市場領域中找到適當的定位，除了要在研發具有深層技術突破外如何建立營運競爭優勢以不同的經營或生產模式改善效率與成本來超越美、日等國際大廠，絕對是非常重要的關鍵。
本研究即欲藉由討論LED產業中U公司的競爭策略演進，探討廠商如何在產業強力競爭之環境下，建立競爭優勢，規劃突破環境限制的策略方向，順應環境演變快速調整策略。U公司於草創時間即用不同於既有LED產業生產模式－管理系統（CIM）－來改造生產效率，突破上游磊晶生產必須完全依賴獨特技術人員操作的問題。希望對此個案公司的深入討論，為台灣LED光電產業的未來發展創造出一片藍海。

As we enter into a high energy consumption era, people start taking notice of a simple electronic device called Light Emitting Diode (LED). A continuous rise of crude oil price in global markets and the proposal of WEEE and RoHS by European Union, “energy efficient” and “environmental friendly” are becoming more and more important, which leads to the attention of LED. It’s one of the so called “green” light emitting sources and will be the market’s mainstream in near future. Therefore, LED will become another star product after the measurement of the IC and TFT-LCD industries.
Taiwan has been developing LED for over 30 years and has developed a well rounded market structure. Facing huge demand by application such as computer monitor backlight, car lighting, and daily lighting appliance, Taiwanese LED supplier already responded by adjusting their market strategy and increasing their product quality. Many companies began to involve the upstream epitaxial techniques and products. How to survive through well-down strategy development is a key for these upstream suppliers.
The purpose of this study is to understand how a new company to build competitive advantage through the case study of the U company. When the U company was found, it uses a different production mode to overcome many problems from traditional production modes. The U company’s strategies lets it could develop fast, provide stable quality products, and manufacture with lost cost. Through this case study, this study wants to shed some light to other people who have interests in the LED industry.

第一章 緒論 ........................................................................1
第一節　研究背景與動機.................................................1
第二節　研究目的.............................................................2
第三節　研究步驟.............................................................2
第四節　研究限制............................................................4
第二章 文獻探討...............................................................5
第一節　策略.....................................................................5
第二節　競爭優勢..........................................................11
第三節　產業競爭力分析模型.......................................14
第四節　關鍵成功因素...................................................19
第三章 研究方法..............................................................23
第一節　研究方法的選擇...............................................23
第二節　研究對象選擇..................................................24
第四章 LED發光二極體產業分析.................................25
第一節　LED產業概述..................................................25
第二節　全球LED市場與產業現況分析......................27
第三節　我國LED市場與產業現況分析.....................33
第五章 個案分析............................................................43
第一節　U公司簡介......................................................43
第二節　U公司的策略.................................................44
第三節　U公司的產業競爭力分析.............................55
第六章 結論與建議.......................................................62
第一節　研究結論........................................................62
第二節　研究貢獻.......................................................63
參考文獻........................................................................65

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