A Niche Foundry Model Study for LED Middle Stream Post Process -The Case Study for GaN Sapphire Wafer

• Main Authors: Li-Chao Lu, 呂理召
• Other Authors: Fu-Song Lin
• Format: Others
• Language: zh-TW
• Published: 2005
• Online Access: http://ndltd.ncl.edu.tw/handle/66229371745337477506

碩士 === 國立交通大學 === 管理學院碩士在職專班管理科學組 === 93 === In the past three years, the price of high-brightness LEDs has declined tremendously, and LED characteristics, such as luminous intensity and lifetime, have improved significantly. As a result, LED use has expanded rapidly in applications such as automotive exterior and interior lighting, traffic signals, large outdoor signs, and small-size lighting modules. As the LED continues to replace conventional incandescent lamps, the worldwide market for LEDs is going to experience robust growth. Taiwan’s LED market has had excellent performance the last couple years due to continued expansion in GaN blue LED capacity and the development of the Korean mobile phone market. This thesis focuses on the market for blue LEDs, which are fabricated using GaN Sapphire wafers. It surveys the current situation in front-end EPI houses to study the foundry model in the LED industry. In addition, by means of the Diamond Model, it explains how Taiwan can build competitive advantage in the worldwide LED industry. Finally, this thesis also applies the Five Force Model to clarify the strategic position for middle-stream, post-process foundries in the competitive blue-LED marketplace; to specify the key success factors; and to identify the critical innovations that will improve industry and corporate capability.