本文研究目的有三：（一）彙整日本LED產業發展脈絡及其總體發展策略；（二）從研究個案探討海外投資對產業競爭優勢影響；（三）闡述研究結果對台灣LED產業發展之政策意涵。誠然，在環保議題與能源價格高漲的雙重挑戰下，LED產業蘊含無限商機而備受各界期待，市場上的競爭亦與日俱增。本研究個案「日亞化學」曾率先開發製造全球第一顆藍光LED，不僅為全球五大LED製造商之一，更在LED技術上擁有多項專利。因此，本研究透過對個案日亞化學海外直接投資的討論與分析，有助於瞭解企業在跨國策略之實踐，及其對其整體競爭優勢之可能影響。研究發現，日亞化學海外投資與專利策略之運作模式與實踐過程，恰符合海外投資之「跨國策略」，而該策略對日亞化學產業競爭優勢之影響主要有四，包括：（一）規模經濟與成本優勢；（二）區位規劃與生產佈局；（三）全球營運網絡之效應；（四）透過專利授權與訴訟策略向外輸出獨特競爭力。 This thesis has three purposes: 1) to collect context of LED industries and their development strategy in Japan; 2) to discuss effect of FDI on industiy’s competitive advantage by the case of Nichia Corporation; 3) to explain the policy implication to Taiwan LED industries. Indeed, given the double challenges of environment protection and energy inflation, LED industry earns much more expectation for their Business Opportunities. This thesis chooses Nichia Corporation to be studying case for the sake of its position of the first blue ray LED producer, which plays not only the leading role of top five LED producers, but also its several patents. Therefore, it hopes to realize how a industry’s transnational strategy effect its whole competitive advantage, by discussing and analyzing FDI of the Nichia Corporation. This thesis suggests that, Nichia’s FDI model is according with “transnational strategy”, which improves industry’s competitive advantage in following four dimentions: 1) economies of scale and cost advantage; 2) location planning and production layout; 3) network effect of global business service; 4) exporting specific competitive adanctage by patent lawsuit.
